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 |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
355
shares
|
$60,073
0.02% of portfolio
|
Q2 2025
Reduced 86.56%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
350
shares
|
$59,227
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
343
shares
|
$58,042
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
343
shares
|
$58,042
0.01% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
341
shares
|
$57,704
0.01% of portfolio
|
Q2 2022
Reduced 77.87%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
340
shares
|
$57,534
0.0% of portfolio
|
Q3 2024
Reduced 16.26%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
334
shares
|
$56,519
0.0% of portfolio
|
Q1 2024
Added 2.77%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
328
shares
|
$55,504
0.01% of portfolio
|
Q2 2025
Reduced 53.87%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
327
shares
|
$55,334
0.02% of portfolio
|
Q1 2024
Added 130.28%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
325
shares
|
$54,996
0.0% of portfolio
|
Q2 2022
Added 160.0%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
323
shares
|
$54,658
0.01% of portfolio
|
Q2 2025
Reduced 67.7%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
317
shares
|
$53,642
0.03% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
315
shares
|
$53,304
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
314
shares
|
$53,135
0.01% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
312
shares
|
$52,796
0.01% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
311
shares
|
$52,627
0.02% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
310
shares
|
$52,458
0.0% of portfolio
|
Q1 2024
Reduced 95.12%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
310
shares
|
$52,458
0.04% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
300
shares
|
$50,766
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 13, 2025 Q2 2025 |
277
shares
|
$46,873
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
272
shares
|
$46,027
0.02% of portfolio
|
Q2 2025
Reduced 51.34%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
270
shares
|
$45,689
0.02% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
266
shares
|
$45,012
0.01% of portfolio
|
Q2 2025
Added 68.35%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
263
shares
|
$44,504
0.0% of portfolio
|
Q2 2025
Added 155.34%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
263
shares
|
$44,504
0.01% of portfolio
|
Q1 2025
Reduced 65.93%
|