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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
125
shares
|
$20,367
0.01% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
123
shares
|
$20,041
0.01% of portfolio
|
Q1 2025
Added 778.57%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
120
shares
|
$19,552
0.0% of portfolio
|
Q2 2022
Added 207.69%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
119
shares
|
$19,389
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
118
shares
|
$19,226
0.02% of portfolio
|
Q2 2024
Reduced 22.88%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
112
shares
|
$18,249
0.0% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
110
shares
|
$17,923
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
109
shares
|
$17,760
0.0% of portfolio
|
Q2 2022
Reduced 31.45%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
109
shares
|
$17,760
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
109
shares
|
$17,760
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
108
shares
|
$17,597
0.0% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
107
shares
|
$17,434
0.0% of portfolio
|
Q2 2023
Reduced 48.31%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
105
shares
|
$17,108
0.0% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
105
shares
|
$17,108
0.04% of portfolio
|
Q1 2023
Reduced 27.08%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
103
shares
|
$16,782
0.0% of portfolio
|
Q1 2025
Reduced 58.13%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
101
shares
|
$16,456
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
101
shares
|
$16,456
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
101
shares
|
$16,456
0.01% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
100
shares
|
$16,294
0.01% of portfolio
|
Q4 2024
Reduced 11.5%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
100
shares
|
$16,294
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
100
shares
|
$16,294
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
99
shares
|
$16,131
0.0% of portfolio
|
Q2 2024
Added 11.24%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
89
shares
|
$14,501
0.0% of portfolio
|
Q1 2025
Added 286.96%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
87
shares
|
$14,175
0.01% of portfolio
|
Q1 2025
Added 38.1%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
86
shares
|
$14,012
0.0% of portfolio
|
Q1 2025
Reduced 2.27%
|