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 1,349 institutions that hold shares in the stock, with a total of 280 Million shares, which have been reported (via 13F filing form) to have a value of $45.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
52
shares
|
$8,472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
52
shares
|
$8,472
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
50
shares
|
$8,146
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
50
shares
|
$8,146
0.0% of portfolio
|
Q2 2024
Reduced 25.37%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
50
shares
|
$8,146
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
49
shares
|
$7,983
0.0% of portfolio
|
Q1 2025
Reduced 26.87%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
49
shares
|
$7,983
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
49
shares
|
$7,983
0.01% of portfolio
|
Q1 2025
Added 29491.84%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
48
shares
|
$7,820
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
47
shares
|
$7,657
0.0% of portfolio
|
Q1 2025
Added 370.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
47
shares
|
$7,657
0.0% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Apr 24, 2025 Q1 2025 |
45
shares
|
$7,331
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
44
shares
|
$7,168
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
44
shares
|
$7,168
0.0% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
40
shares
|
$6,517
0.0% of portfolio
|
Q4 2024
Reduced 39.39%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
38
shares
|
$6,191
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
38
shares
|
$6,191
0.0% of portfolio
|
Q2 2024
Reduced 35.59%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
36
shares
|
$5,865
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
35
shares
|
$5,702
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
34
shares
|
$5,539
0.0% of portfolio
|
Q1 2025
Added 88.89%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
33
shares
|
$5,376
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
32
shares
|
$5,213
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
31
shares
|
$5,050
0.0% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
31
shares
|
$5,050
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
31
shares
|
$5,050
0.0% of portfolio
|
Q1 2025
New holding
|