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 |
|---|---|---|---|---|---|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
50
shares
|
$8,461
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
50
shares
|
$8,461
0.0% of portfolio
|
Q2 2024
Reduced 25.37%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
50
shares
|
$8,461
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
49
shares
|
$8,291
0.0% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
45
shares
|
$7,614
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
44
shares
|
$7,445
0.0% of portfolio
|
Q2 2025
Reduced 6.38%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
44
shares
|
$7,445
0.0% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
43
shares
|
$7,276
0.0% of portfolio
|
Q2 2025
Added 38.71%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
40
shares
|
$6,768
0.0% of portfolio
|
Q4 2024
Reduced 39.39%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
40
shares
|
$6,768
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
38
shares
|
$6,430
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
38
shares
|
$6,430
0.0% of portfolio
|
Q2 2024
Reduced 35.59%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
38
shares
|
$6,430
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
37
shares
|
$6,261
0.0% of portfolio
|
Q2 2025
Added 15.63%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
37
shares
|
$6,261
0.0% of portfolio
|
Q2 2025
Added 27.59%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
36
shares
|
$6,091
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
35
shares
|
$5,922
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
33
shares
|
$5,584
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
31
shares
|
$5,245
0.0% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
31
shares
|
$5,245
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
30
shares
|
$5,076
0.0% of portfolio
|
Q4 2022
Reduced 44.44%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
30
shares
|
$5,076
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
28
shares
|
$4,738
0.0% of portfolio
|
Q2 2025
Added 460.0%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
28
shares
|
$4,738
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
28
shares
|
$4,738
0.0% of portfolio
|
Q2 2025
Reduced 77.6%
|