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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
30
shares
|
$4,887
0.0% of portfolio
|
Q4 2022
Reduced 44.44%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
30
shares
|
$4,887
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
29
shares
|
$4,724
0.0% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
28
shares
|
$4,562
0.0% of portfolio
|
Q1 2025
Reduced 48.15%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
27
shares
|
$4,399
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
26
shares
|
$4,236
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
26
shares
|
$4,236
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
26
shares
|
$4,236
0.0% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
25
shares
|
$4,073
0.0% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
25
shares
|
$4,073
0.0% of portfolio
|
Q4 2024
Reduced 91.94%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
25
shares
|
$4,073
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
23
shares
|
$3,747
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
23
shares
|
$3,747
0.0% of portfolio
|
Q1 2025
Reduced 41.03%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
23
shares
|
$3,747
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
22
shares
|
$3,584
0.0% of portfolio
|
Q4 2024
Reduced 18.52%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
21
shares
|
$3,421
0.0% of portfolio
|
Q1 2025
Reduced 27.59%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
21
shares
|
$3,421
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
20
shares
|
$3,258
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
20
shares
|
$3,258
0.0% of portfolio
|
Q2 2024
Reduced 41.18%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
20
shares
|
$3,258
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
19
shares
|
$3,095
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
18
shares
|
$2,932
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
18
shares
|
$2,932
0.0% of portfolio
|
Q1 2025
Added 80.0%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
17
shares
|
$2,769
0.0% of portfolio
|
Q1 2024
Reduced 32.0%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
17
shares
|
$2,769
0.0% of portfolio
|
Q3 2024
New holding
|