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Simon Property Group (SPG) Institutional Ownership

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$157.32 +0.52 (+0.33%)
As of 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Simon Property Group (NYSE:SPG)

Current
Institutional Ownership
Percentage
93.01%
Number of
Institutional Buyers
(last 12 months)
689
Total
Institutional Inflows
(last 12 months)
$7.33B
Number of
Institutional Sellers
(last 12 months)
509
Total
Institutional Outflows
(last 12 months)
$3.53B
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SPG Institutional Buying and Selling by Quarter

Simon Property Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Alpha Cubed Investments LLC4,136$687K0.0%+16.5%0.001%
4/30/2025Crossmark Global Holdings Inc.34,484$5.73M0.1%-2.6%0.011%
4/30/2025Washington Trust Bank2,416$401K0.0%-10.8%0.001%
4/29/2025U.S. Capital Wealth Advisors LLC1,311$218K0.0%-14.5%0.000%
4/29/2025TD Private Client Wealth LLC1,895$315K0.0%+18.8%0.001%
4/29/2025Capital Advisors Inc. OK391,692$65.05M1.3%+22.3%0.120%
4/29/2025Envestnet Asset Management Inc.318,803$52.95M0.0%+7.1%0.098%
4/29/2025Penserra Capital Management LLC9,290$1.54M0.0%+6.3%0.003%
4/29/2025Chilton Capital Management LLC4,721$784K0.0%-5.6%0.001%
4/29/2025Argentarii LLC6,443$1.07M0.5%-9.7%0.002%
4/29/2025Minneapolis Portfolio Management Group LLC177,449$29.47M4.1%-1.0%0.054%
4/29/2025Atlantic Edge Private Wealth Management LLC525$87K0.0%-46.2%0.000%
4/29/2025Adell Harriman & Carpenter Inc.14,475$2.40M0.2%-1.8%0.004%
4/29/2025Concurrent Investment Advisors LLC51,080$8.48M0.2%+10.5%0.016%
4/29/2025Bank of New York Mellon Corp2,236,112$371.37M0.1%-1.4%0.685%
4/29/2025World Investment Advisors4,907$815K0.0%+26.5%0.002%
4/29/2025Wayfinding Financial LLC461$76K0.0%N/A0.000%
4/29/2025Strategic Blueprint LLC6,860$1.14M0.1%N/A0.002%
4/29/2025Brookstone Capital Management24,215$4.02M0.1%+11.4%0.007%
4/29/2025Kintegral Advisory LLC4,870$809K0.1%-32.9%0.001%
4/29/2025Catalyst Capital Advisors LLC527$88K0.0%+45.2%0.000%
4/29/2025 Huntleigh Advisors Inc.1,963$326K0.1%-20.3%0.001%
4/29/2025Pacific Heights Asset Management LLC100,000$16.61M1.1%-80.0%0.031%
4/29/2025IFM Investors Pty Ltd140,186$23.69M0.2%+4.5%0.043%
4/29/2025GF Fund Management CO. LTD.6,180$1.03M0.0%+4.3%0.002%
4/29/2025OneDigital Investment Advisors LLC5,694$946K0.0%-9.8%0.002%
4/29/2025Checchi Capital Advisers LLC6,341$1.05M0.1%+14.0%0.002%
4/28/2025 D.A. Davidson & CO.28,879$4.80M0.0%-1.3%0.009%
4/28/2025 Principal Financial Group Inc.3,206,458$532.53M0.3%+133.0%0.983%
4/28/2025 Mutual Advisors LLC2,423$380K0.0%-13.0%0.001%
4/28/2025 Teacher Retirement System of Texas124,946$20.75M0.1%-47.8%0.038%
4/28/2025 Lodestone Wealth Management LLC15,788$2.62M1.4%-18.3%0.005%
4/28/2025 Strategic Financial Concepts LLC2,066$343K0.1%-25.4%0.001%
4/28/2025 Hudson Edge Investment Partners Inc.36,406$6.05M1.2%-12.5%0.011%
4/28/2025 Private Trust Co. NA3,382$562K0.1%+13.6%0.001%
4/28/2025 McGinn Penninger Investment Management Inc.30,118$5.00M3.3%-1.4%0.009%
4/28/2025 Arbor Capital Management Inc. ADV10,999$1.85M1.8%+3.7%0.003%
4/28/2025 Rossby Financial LCC559$88K0.0%N/A0.000%
4/28/2025 DAVENPORT & Co LLC9,639$1.60M0.0%+296.7%0.003%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd107,907$17.92M0.2%+2.3%0.033%
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4/28/2025 Astoria Portfolio Advisors LLC.1,712$262K0.1%N/A0.001%
4/25/2025 Mather Group LLC.3,522$585K0.0%+4.9%0.001%
4/25/2025 Alta Advisers Ltd1,385$230K0.1%N/A0.000%
4/25/2025 Deseret Mutual Benefit Administrators1,622$269K0.1%-4.4%0.000%
4/25/2025 New York State Teachers Retirement System263,289$43.73M0.1%-12.7%0.081%
4/25/2025 Monument Capital Management4,612$766K0.2%-6.3%0.001%
4/25/2025 Amalgamated Bank61,942$10.29M0.1%+1.8%0.019%
4/25/2025 Avidian Wealth Enterprises LLC1,536$255K0.0%N/A0.000%
4/25/2025 Naviter Wealth LLC24,037$4.00M0.5%+3.9%0.007%
4/25/2025 Hutchens & Kramer Investment Management Group LLC1,988$330K0.2%-17.9%0.001%
4/25/2025 KBC Group NV854,832$141.97M0.4%-2.9%0.262%
4/25/2025 TBH Global Asset Management LLC5,040$837K0.1%-1.3%0.002%
4/25/2025 CFM Wealth Partners LLC7,834$1.30M0.2%+7.5%0.002%
4/25/2025 Sumitomo Mitsui Trust Group Inc.1,424,256$236.54M0.2%-3.6%0.437%
4/24/2025 Jeppson Wealth Management LLC9,301$1.55M0.6%-3.9%0.003%
4/24/2025 Sunbelt Securities Inc.3,065$509K0.0%-22.3%0.001%
4/24/2025 Allspring Global Investments Holdings LLC284,794$47.41M0.1%-4.9%0.087%
4/24/2025 Mirae Asset Global Investments Co. Ltd.57,310$9.42M0.0%+8.7%0.018%
4/24/2025 Achmea Investment Management B.V.129,886$21.57M0.3%+32.9%0.040%
4/24/2025 Artemis Investment Management LLP465,371$77.29M1.2%+224.4%0.143%
4/24/2025 Diversified Trust Co25,636$4.26M0.1%+48.0%0.008%
4/24/2025 Alta Wealth Advisors LLC4,139$687K0.3%-3.6%0.001%
4/24/2025 Board of the Pension Protection Fund5,600$930K1.1%N/A0.002%
4/24/2025 Perpetual Ltd10,910$1.81M0.0%+15.6%0.003%
4/24/2025 PDS Planning Inc1,565$260K0.0%+7.7%0.000%
4/23/2025 KG&L Capital Management LLC9,437$1.51M0.5%-14.5%0.003%
4/23/2025 Western Financial Corp CA11,602$1.93M1.1%+13.3%0.004%
4/23/2025 Creative Financial Designs Inc. ADV2,021$336K0.0%+24.7%0.001%
4/23/2025 Sequoia Financial Advisors LLC6,249$1.04M0.0%+7.5%0.002%
4/23/2025 Robeco Institutional Asset Management B.V.343,702$57.08M0.1%+43.2%0.105%
4/23/2025 Perigon Wealth Management LLC6,368$1.06M0.0%-1.4%0.002%
4/23/2025 Alpine Bank Wealth Management454$75K0.0%N/A0.000%
4/23/2025 Golden State Wealth Management LLC772$128K0.0%+193.5%0.000%
4/23/2025 Bessemer Group Inc.990,440$164.49M0.3%-6.2%0.304%
4/23/2025 Spire Wealth Management2,057$342K0.0%-40.6%0.001%
4/23/2025 Golden State Equity Partners8,389$1.39M0.3%+54.8%0.003%
4/23/2025 Lecap Asset Management Ltd.2,273$378K0.1%N/A0.001%
4/23/2025 Moran Wealth Management LLC13,145$2.18M0.1%-0.9%0.004%
4/23/2025 International Assets Investment Management LLC3,035$504K0.0%+10.3%0.001%
4/23/2025 Cornerstone Wealth Group LLC24,517$4.07M0.3%+5.9%0.008%
4/23/2025 Berry Wealth Group LP1,359$226K0.2%N/A0.000%
4/23/2025 Chevy Chase Trust Holdings LLC161,337$26.80M0.1%-0.1%0.049%
4/23/2025 Lazari Capital Management Inc.2,764$459K0.2%-6.7%0.001%
4/23/2025 Asset Management One Co. Ltd.601,571$99.91M0.3%+2.3%0.184%
4/23/2025 Oppenheimer & Co. Inc.35,710$5.93M0.1%+4.2%0.011%
4/23/2025 Oppenheimer Asset Management Inc.13,237$2.20M0.0%-21.6%0.004%
4/23/2025 Continuum Advisory LLC193$32K0.0%+421.6%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.27,690$4.60M0.0%-2.4%0.008%
4/22/2025 Genesee Capital Advisors LLC5,517$916K0.5%+9.1%0.002%
4/22/2025 Kentucky Retirement Systems Insurance Trust Fund9,408$1.56M0.1%-14.4%0.003%
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4/22/2025 Kentucky Retirement Systems22,088$3.67M0.1%+4.9%0.007%
4/22/2025 Nilsine Partners LLC2,568$426K0.0%-5.3%0.001%
4/22/2025 PFG Investments LLC2,982$495K0.0%-18.8%0.001%
4/22/2025 Jamison Private Wealth Management Inc.14,255$2.37M0.4%+6.6%0.004%
4/22/2025 Cantor Fitzgerald Investment Advisors L.P.39,567$6.57M0.5%-37.9%0.012%
4/21/2025 Spirit of America Management Corp NY17,000$2.82M0.6%-2.9%0.005%
4/21/2025 ORG Partners LLC738$123K0.0%-78.3%0.000%
4/21/2025 Vanderbilt University26,084$4.33M0.8%-16.8%0.008%
4/21/2025 Retirement Systems of Alabama242,403$40.26M0.2%-0.5%0.074%
4/21/2025 Walter & Keenan Wealth Management LLC IN ADV2,271$377K0.1%+3.6%0.001%
(Data available from 1/1/2016 forward)

SPG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPG shares?

During the previous two years, 1,203 institutional investors and hedge funds held shares of Simon Property Group. The most heavily invested institutionals were Vanguard Group Inc. ($7.82B), BlackRock Inc. ($3.93B), State Street Corp ($3.56B), Cohen & Steers Inc. ($2.84B), Norges Bank ($2.06B), Geode Capital Management LLC ($1.58B), and Northern Trust Corp ($940.76M).Learn more on SPG's institutional investors.

What percentage of Simon Property Group stock is owned by institutional investors?

93.01% of Simon Property Group stock is owned by institutional investors. Learn more on SPG's institutional investor holdings.

Which institutional investors have been buying Simon Property Group stock?

Of the 1,001 institutional investors that purchased Simon Property Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($29.91M), Bank Julius Baer & Co. Ltd Zurich ($4.54M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($2.97M), Boston Partners ($2.48M), Envestnet Asset Management Inc. ($2.27M), Principal Financial Group Inc. ($2.17M), and Cohen & Steers Inc. ($1.85M).

How much institutional buying is happening at Simon Property Group?

Institutional investors have bought a total of 89,136,829 shares in the last 24 months. This purchase volume represents approximately $13.20B in transactions.

Which Simon Property Group major shareholders have been selling company stock?

Of the 728 institutional investors that sold Simon Property Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($3.01M), Deutsche Bank AG ($2.87M), Daiwa Securities Group Inc. ($2.48M), Envestnet Asset Management Inc. ($2.32M), Massachusetts Financial Services Co. MA ($2.13M), Cohen & Steers Inc. ($2.08M), and Legal & General Group Plc ($1.05M).

How much institutional selling is happening at Simon Property Group?

Institutional investors have sold a total of 46,379,914 shares in the last 24 months. This volume of shares sold represents approximately $6.56B in transactions.



This page (NYSE:SPG) was last updated on 4/30/2025 by MarketBeat.com Staff
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