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 1,325 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $46.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
315
shares
|
$51,912
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
312
shares
|
$51,417
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
311
shares
|
$51,252
0.02% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
310
shares
|
$51,088
0.0% of portfolio
|
Q1 2024
Reduced 95.12%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
310
shares
|
$51,088
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
308
shares
|
$50,758
0.03% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
306
shares
|
$50,428
0.01% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
300
shares
|
$49,440
0.02% of portfolio
|
Q2 2024
Reduced 45.45%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
290
shares
|
$47,792
0.02% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
283
shares
|
$46,638
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
265
shares
|
$43,672
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
264
shares
|
$43,507
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
263
shares
|
$43,342
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
259
shares
|
$42,683
0.0% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
255
shares
|
$42,024
0.01% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
250
shares
|
$41,200
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
250
shares
|
$41,200
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
250
shares
|
$41,200
0.0% of portfolio
|
Q1 2023
Reduced 73.12%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
250
shares
|
$41,200
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
246
shares
|
$40,540
0.0% of portfolio
|
Q4 2024
Reduced 86.3%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
244
shares
|
$40,211
0.01% of portfolio
|
Q3 2023
Reduced 4.31%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
243
shares
|
$40,046
0.0% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
242
shares
|
$39,881
0.0% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
242
shares
|
$39,881
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
237
shares
|
$39,057
0.04% of portfolio
|
Q4 2024
New holding
|