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 |
|---|---|---|---|---|---|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
28
shares
|
$4,738
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
27
shares
|
$4,568
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
27
shares
|
$4,568
0.0% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
27
shares
|
$4,568
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
26
shares
|
$4,399
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
26
shares
|
$4,399
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
25
shares
|
$4,230
0.0% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
25
shares
|
$4,230
0.0% of portfolio
|
Q4 2024
Reduced 91.94%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
25
shares
|
$4,230
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
25
shares
|
$4,230
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
24
shares
|
$4,061
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
23
shares
|
$3,892
0.0% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
23
shares
|
$3,892
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
23
shares
|
$3,892
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
22
shares
|
$3,722
0.0% of portfolio
|
Q4 2024
Reduced 18.52%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
22
shares
|
$3,722
0.0% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
21
shares
|
$3,553
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
20
shares
|
$3,384
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
20
shares
|
$3,384
0.0% of portfolio
|
Q2 2024
Reduced 41.18%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
20
shares
|
$3,384
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
18
shares
|
$3,045
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
18
shares
|
$3,045
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
17
shares
|
$2,876
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
17
shares
|
$2,876
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concorde Financial Corp
Dallas, TX |
Aug 14, 2025 Q2 2025 |
15
shares
|
$2,538
0.0% of portfolio
|
Q2 2025
New holding
|