Institutional Ownership Simon Property Group Inc (SPG)
This table provides information about the institutional ownership of Simon Property Group Inc (SPG). We have compiled data on the 1,367 institutions that hold shares in the stock, with a total of 285 Million shares, which have been reported (via 13F filing form) to have a value of $48.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
632
shares
|
$106,947
0.02% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
631
shares
|
$106,777
0.24% of portfolio
|
Q3 2024
Reduced 40.97%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
622
shares
|
$105,254
0.03% of portfolio
|
Q2 2024
Added 107.33%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
589
shares
|
$99,670
0.0% of portfolio
|
Q2 2025
Added 2460.87%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
588
shares
|
$99,501
0.04% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
568
shares
|
$96,116
0.0% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
568
shares
|
$96,116
0.05% of portfolio
|
Q2 2025
Added 13.6%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
541
shares
|
$91,548
0.03% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
538
shares
|
$91,040
0.01% of portfolio
|
Q4 2024
Reduced 37.59%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
526
shares
|
$89,009
0.03% of portfolio
|
Q4 2023
Added 4.16%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
500
shares
|
$84,610
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
500
shares
|
$84,610
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
492
shares
|
$83,256
0.03% of portfolio
|
Q2 2025
Added 10.31%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
469
shares
|
$79,364
0.11% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
465
shares
|
$78,687
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
442
shares
|
$74,795
0.0% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
412
shares
|
$69,718
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
408
shares
|
$69,041
0.01% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
400
shares
|
$67,688
0.03% of portfolio
|
Q2 2024
Reduced 6.1%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Jul 28, 2025 Q2 2025 |
392
shares
|
$66,334
0.0% of portfolio
|
Q2 2025
Reduced 93.78%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
390
shares
|
$65,995
0.02% of portfolio
|
Q2 2025
Added 47.17%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
385
shares
|
$65,149
0.0% of portfolio
|
Q1 2025
Added 93.47%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
375
shares
|
$63,457
0.01% of portfolio
|
Q2 2022
Reduced 51.61%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
375
shares
|
$63,457
0.02% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
355
shares
|
$60,073
0.0% of portfolio
|
Q4 2023
Added 1.72%
|