Purchases and Sales Made in Q2 2025 in Simon Property Group Inc (SPG)
This table provides information about the institutional ownership of Simon Property Group Inc (SPG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-47- 21.08% |
$6.6K - $8.06K
|
176
$28.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-56- 2.71% |
$7.86K - $9.6K
|
2.01K
$327K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-58- 15.68% |
$8.14K - $9.94K
|
312
$50.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-78- 5.6% |
$10.9K - $13.4K
|
1.32K
$214K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-85- 1.87% |
$11.9K - $14.6K
|
4.47K
$728K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-86- 1.71% |
$12.1K - $14.7K
|
4.95K
$806K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-89- 31.56% |
$12.5K - $15.3K
|
193
$31.4K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-100- 1.38% |
$14K - $17.1K
|
7.16K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-120- 0.35% |
$16.8K - $20.6K
|
33.8K
$5.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-147- 2.68% |
$20.6K - $25.2K
|
5.35K
$870K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-149- 11.44% |
$20.9K - $25.5K
|
1.15K
$188K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-155- 4.71% |
$21.8K - $26.6K
|
3.14K
$510K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-176- 7.67% |
$24.7K - $30.2K
|
2.12K
$345K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-185- 3.26% |
$26K - $31.7K
|
5.49K
$893K
|
|
|
Jul 18, 2025
Q2 2025
|
Vert Asset Management LLC
Sausalito, CA |
SELL
|
- |
-185- 0.15% |
$26K - $31.7K
|
123K
$20.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-200- 4.97% |
$28.1K - $34.3K
|
3.83K
$623K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-206- 5.33% |
$28.9K - $35.3K
|
3.66K
$596K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-213- 1.14% |
$29.9K - $36.5K
|
18.5K
$3M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 12.25% |
$35.1K - $42.9K
|
1.79K
$291K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-264- 2.51% |
$37.1K - $45.3K
|
10.3K
$1.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-309- 12.75% |
$43.4K - $53K
|
2.11K
$344K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-321- 11.28% |
$45.1K - $55K
|
2.53K
$411K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-358- 14.81% |
$50.3K - $61.4K
|
2.06K
$335K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-402- 5.3% |
$56.4K - $68.9K
|
7.18K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-481- 6.0% |
$67.5K - $82.5K
|
7.53K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-488- 16.36% |
$68.5K - $83.7K
|
2.49K
$406K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-505- 79.65% |
$70.9K - $86.6K
|
129
$21K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-506- 14.37% |
$71K - $86.7K
|
3.02K
$491K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-525- 18.35% |
$73.7K - $90K
|
2.34K
$380K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-544- 1.28% |
$76.4K - $93.3K
|
41.8K
$6.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-582- 2.63% |
$81.7K - $99.8K
|
21.6K
$3.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-604- 25.7% |
$84.8K - $104K
|
1.75K
$284K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-635- 9.72% |
$89.1K - $109K
|
5.9K
$959K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-826- 8.34% |
$116K - $142K
|
9.08K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-936- 1.28% |
$131K - $160K
|
72.2K
$11.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-946- 48.91% |
$133K - $162K
|
988
$161K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.18K- 20.45% |
$165K - $202K
|
4.58K
$744K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.2K- 12.72% |
$168K - $206K
|
8.24K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.5K- 0.77% |
$210K - $257K
|
193K
$31.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.82K- 16.68% |
$255K - $312K
|
9.09K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-2.65K- 41.15% |
$372K - $454K
|
3.79K
$617K
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-2.81K- 9.83% |
$395K - $482K
|
25.8K
$4.2M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-3.99K- 11.9% |
$560K - $684K
|
29.6K
$4.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-4.87K- 19.01% |
$684K - $835K
|
20.8K
$3.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-9.08K- 78.25% |
$1.27M - $1.56M
|
2.52K
$411K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-9.63K- 7.78% |
$1.35M - $1.65M
|
114K
$18.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-23K- 9.81% |
$3.23M - $3.94M
|
211K
$34.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-23.6K- 93.73% |
$3.32M - $4.05M
|
1.58K
$257K
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
SELL
|
- |
-54.9K- 94.07% |
$7.7M - $9.4M
|
3.46K
$563K
|