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 1,256 institutions that hold shares in the stock, with a total of 269 Million shares, which have been reported (via 13F filing form) to have a value of $48.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
33
shares
|
$5,985
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
32
shares
|
$5,803
0.0% of portfolio
|
Q2 2024
Reduced 53.62%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
31
shares
|
$5,622
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
30
shares
|
$5,441
0.0% of portfolio
|
Q4 2022
Reduced 44.44%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
29
shares
|
$5,259
0.0% of portfolio
|
Q3 2024
Added 45.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
29
shares
|
$5,259
0.0% of portfolio
|
Q2 2020
Closed
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
27
shares
|
$4,896
0.0% of portfolio
|
Q2 2024
Added 170.0%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
27
shares
|
$4,896
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
27
shares
|
$4,896
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
23
shares
|
$4,171
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
23
shares
|
$4,171
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
22
shares
|
$3,990
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
20
shares
|
$3,627
0.0% of portfolio
|
Q2 2024
Reduced 41.18%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
18
shares
|
$3,264
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
17
shares
|
$3,083
0.0% of portfolio
|
Q1 2024
Reduced 32.0%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
17
shares
|
$3,083
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
17
shares
|
$3,083
0.0% of portfolio
|
Q1 2024
Reduced 29.17%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
16
shares
|
$2,901
0.0% of portfolio
|
Q3 2024
Added 23.08%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
16
shares
|
$2,901
0.0% of portfolio
|
Q3 2024
Reduced 56.76%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
14
shares
|
$2,539
0.0% of portfolio
|
Q1 2024
Reduced 88.24%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
14
shares
|
$2,539
0.0% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
12
shares
|
$2,176
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
10
shares
|
$1,813
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
7
shares
|
$1,269
0.0% of portfolio
|
Q4 2023
Reduced 77.42%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
6
shares
|
$1,088
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|