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 1,341 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $45.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
446
shares
|
$72,671
0.03% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
437
shares
|
$71,204
0.0% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
435
shares
|
$70,878
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
412
shares
|
$67,131
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
400
shares
|
$65,176
0.03% of portfolio
|
Q2 2024
Reduced 6.1%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
385
shares
|
$62,731
0.0% of portfolio
|
Q1 2025
Added 93.47%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
381
shares
|
$62,080
0.01% of portfolio
|
Q1 2025
Added 231.3%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
375
shares
|
$61,102
0.01% of portfolio
|
Q2 2022
Reduced 51.61%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
370
shares
|
$60,287
0.01% of portfolio
|
Q1 2025
Added 18.59%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
355
shares
|
$57,843
0.0% of portfolio
|
Q4 2023
Added 1.72%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
350
shares
|
$57,029
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
346
shares
|
$56,377
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
345
shares
|
$56,214
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
345
shares
|
$56,214
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
343
shares
|
$55,888
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
341
shares
|
$55,562
0.01% of portfolio
|
Q2 2022
Reduced 77.87%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
340
shares
|
$55,399
0.01% of portfolio
|
Q3 2024
Reduced 16.26%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
334
shares
|
$54,421
0.01% of portfolio
|
Q1 2024
Added 2.77%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
327
shares
|
$53,281
0.02% of portfolio
|
Q1 2024
Added 130.28%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
325
shares
|
$52,955
0.0% of portfolio
|
Q2 2022
Added 160.0%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
315
shares
|
$51,326
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
312
shares
|
$50,837
0.03% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
311
shares
|
$50,674
0.02% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
310
shares
|
$50,511
0.0% of portfolio
|
Q1 2024
Reduced 95.12%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
310
shares
|
$50,511
0.01% of portfolio
|
Q1 2025
Added 1.31%
|