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 |
|---|---|---|---|---|---|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
76
shares
|
$12,860
0.01% of portfolio
|
Q2 2025
Reduced 83.76%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
75
shares
|
$12,691
0.01% of portfolio
|
Q4 2020
Reduced 48.28%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
75
shares
|
$12,691
0.0% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
75
shares
|
$12,691
0.0% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
75
shares
|
$12,691
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
74
shares
|
$12,522
0.0% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
73
shares
|
$12,353
0.0% of portfolio
|
Q2 2025
Reduced 30.48%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
69
shares
|
$11,676
0.0% of portfolio
|
Q2 2025
Added 2200.0%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
69
shares
|
$11,676
0.0% of portfolio
|
Q4 2024
Reduced 69.33%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
69
shares
|
$11,676
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
69
shares
|
$11,676
0.01% of portfolio
|
Q1 2025
Added 228.57%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
67
shares
|
$11,337
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
66
shares
|
$11,168
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
64
shares
|
$10,830
0.0% of portfolio
|
Q2 2025
Reduced 98.45%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
61
shares
|
$10,322
0.01% of portfolio
|
Q4 2024
Reduced 80.26%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
56
shares
|
$9,476
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
55
shares
|
$9,307
0.01% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
54
shares
|
$9,137
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
53
shares
|
$8,968
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
53
shares
|
$8,968
0.0% of portfolio
|
Q2 2025
Added 165.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
52
shares
|
$8,799
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
52
shares
|
$8,799
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
52
shares
|
$8,799
0.0% of portfolio
|
Q2 2025
Added 52.94%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
52
shares
|
$8,799
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
51
shares
|
$8,630
0.0% of portfolio
|
Q2 2025
New holding
|