Purchases and Sales Made in Q1 2025 in Simon Property Group Inc (SPG)
This table provides information about the institutional ownership of Simon Property Group Inc (SPG) during Q1 2025. The information is specifically focused on institutions that hold shares of SIMON PROPERTY GROUP INC .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
478+ 13.1% |
$76.2K - $89.8K
|
4.13K
$672K
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
475+ 25.75% |
$75.8K - $89.2K
|
2.32K
$378K
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
462+ 9.14% |
$73.7K - $86.8K
|
5.52K
$898K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
461New |
$73.5K - $86.6K
|
461
$75K
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
461+ 20.99% |
$73.5K - $86.6K
|
2.66K
$432K
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
455+ 8.59% |
$72.6K - $85.4K
|
5.75K
$936K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
449+ 10.61% |
$71.6K - $84.3K
|
4.68K
$762K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
437+ 7.52% |
$69.7K - $82.1K
|
6.25K
$1.02M
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
435New |
$69.4K - $81.7K
|
435
$70.8K
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
430+ 8.9% |
$68.6K - $80.7K
|
5.26K
$856K
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
430+ 20.84% |
$68.6K - $80.7K
|
2.49K
$406K
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
421+ 501.19% |
$67.1K - $79.1K
|
505
$82.2K
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
421+ 1.24% |
$67.1K - $79.1K
|
34.3K
$5.58M
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
410+ 2.51% |
$65.4K - $77K
|
16.8K
$2.73M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
404+ 13.57% |
$64.4K - $75.9K
|
3.38K
$550K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
400+ 24.68% |
$63.8K - $75.1K
|
2.02K
$329K
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
400+ 14.81% |
$63.8K - $75.1K
|
3.1K
$504K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
395+ 541.1% |
$63K - $74.2K
|
468
$76.2K
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
394+ 3.72% |
$62.8K - $74K
|
11K
$1.79M
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
385+ 18.13% |
$61.4K - $72.3K
|
2.51K
$408K
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
384+ 7.87% |
$61.2K - $72.1K
|
5.27K
$857K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
380+ 0.85% |
$60.6K - $71.4K
|
45K
$7.33M
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
376+ 14.36% |
$60K - $70.6K
|
3K
$487K
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
370+ 10.12% |
$59K - $69.5K
|
4.03K
$655K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
367+ 24.8% |
$58.5K - $68.9K
|
1.85K
$301K
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
366+ 23.19% |
$58.4K - $68.7K
|
1.94K
$316K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
362+ 28.26% |
$57.7K - $68K
|
1.64K
$267K
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
361+ 16.07% |
$57.6K - $67.8K
|
2.61K
$424K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
359+ 9.61% |
$57.3K - $67.4K
|
4.09K
$666K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
352+ 11.62% |
$56.1K - $66.1K
|
3.38K
$550K
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
351+ 8.68% |
$56K - $65.9K
|
4.4K
$716K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
340+ 8.05% |
$54.2K - $63.8K
|
4.57K
$743K
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
329+ 8.01% |
$52.5K - $61.8K
|
4.44K
$722K
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
324+ 22.67% |
$51.7K - $60.8K
|
1.75K
$285K
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
320+ 8.99% |
$51K - $60.1K
|
3.88K
$631K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
311+ 6.02% |
$49.6K - $58.4K
|
5.48K
$891K
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
300+ 6.12% |
$47.8K - $56.3K
|
5.2K
$846K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
300+ 18.81% |
$47.8K - $56.3K
|
1.9K
$308K
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
288+ 7.04% |
$45.9K - $54.1K
|
4.38K
$712K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
286+ 23.31% |
$45.6K - $53.7K
|
1.51K
$246K
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
285+ 3.19% |
$45.5K - $53.5K
|
9.22K
$1.5M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
283+ 10.28% |
$45.1K - $53.1K
|
3.04K
$494K
|
|
May 15, 2025
Q1 2025
|
Presima Inc.
|
BUY
|
- |
271+ 2.4% |
$43.2K - $50.9K
|
11.6K
$1.88M
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
268+ 18.91% |
$42.7K - $50.3K
|
1.69K
$274K
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
266+ 231.3% |
$42.4K - $49.9K
|
381
$62K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
263+ 9.39% |
$41.9K - $49.4K
|
3.06K
$499K
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
262+ 19.73% |
$41.8K - $49.2K
|
1.59K
$259K
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
255+ 4.3% |
$40.7K - $47.9K
|
6.18K
$1.01M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
250+ 1.22% |
$39.9K - $46.9K
|
20.8K
$3.38M
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
250+ 17.87% |
$39.9K - $46.9K
|
1.65K
$268K
|