Simon Property Group (SPG) Institutional Ownership

$142.36
-0.37 (-0.26%)
(As of 04/26/2024 ET)

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

Current
Institutional Ownership
Percentage
93.01%
Number of
Institutional Buyers
(last 12 months)
626
Total
Institutional Inflows
(last 12 months)
$5.89B
Number of
Institutional Sellers
(last 12 months)
493
Total
Institutional Outflows
(last 12 months)
$2.95B
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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
4/26/2024Yousif Capital Management LLC56,029$8.77M0.1%-1.4%0.017%
4/26/2024Augustine Asset Management Inc.1,791$280K0.1%-15.6%0.001%
4/26/2024Sumitomo Life Insurance Co.5,086$796K0.0%-6.3%0.002%
4/26/2024 Mesirow Financial Investment Management Inc.2,141$335K0.0%N/A0.001%
4/26/2024Checchi Capital Advisers LLC5,735$897K0.1%+4.9%0.002%
4/26/2024Tritonpoint Wealth LLC3,598$536K0.1%-5.4%0.001%
4/25/2024New York State Teachers Retirement System355,803$55.68M0.1%-1.4%0.109%
4/25/2024Bank of New York Mellon Corp2,542,372$397.86M0.1%-2.8%0.780%
4/25/2024Carmel Capital Partners LLC6,897$1.08M0.4%+2.6%0.002%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 199,690$31.25M0.1%-34.8%0.061%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund81,217$12.71M0.1%+9.9%0.025%
4/25/2024 Valeo Financial Advisors LLC9,452$1.35M0.0%+7.8%0.003%
4/25/2024Cascade Investment Advisors Inc.11,728$1.84M1.2%-4.6%0.004%
4/25/2024 Cambridge Investment Research Advisors Inc.33,688$5.27M0.0%-15.5%0.010%
4/24/2024 Verity & Verity LLC5,662$886K0.2%N/A0.002%
4/24/2024 Newbridge Financial Services Group Inc.3,602$564K0.2%N/A0.001%
4/24/2024 Premier Path Wealth Partners LLC10,643$1.66M0.3%+1.0%0.003%
4/24/2024 Marino Stram & Associates LLC6,295$985K0.2%+1.5%0.002%
4/24/2024 Simplicity Wealth LLC5,997$939K0.0%N/A0.002%
4/24/2024 Childress Capital Advisors LLC1,624$254K0.1%-6.8%0.000%
4/24/2024 Assenagon Asset Management S.A.6,713$1.05M0.0%+3.7%0.002%
4/23/2024 Louisiana State Employees Retirement System19,000$2.97M0.1%-3.6%0.006%
4/23/2024 Sage Mountain Advisors LLC1,692$265K0.0%+15.1%0.001%
4/23/2024 Amalgamated Bank67,902$10.63M0.1%-17.1%0.021%
4/23/2024 New Mexico Educational Retirement Board16,395$2.57M0.1%-3.5%0.005%
4/23/2024 Fifth Third Bancorp26,516$4.15M0.0%+0.9%0.008%
4/23/2024 Summit Trail Advisors LLC3,664$573K0.0%+70.2%0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.65,654$10.27M0.0%+11.0%0.020%
4/23/2024 Sapient Capital LLC279,715$43.77M1.0%-0.2%0.086%
4/22/2024 Strategic Financial Concepts LLC2,510$393K0.1%N/A0.001%
4/22/2024 Kessler Investment Group LLC2,724$426K0.3%+56.2%0.001%
4/22/2024 Greystone Financial Group LLC38,484$6.02M1.2%-6.6%0.012%
4/22/2024 PFG Investments LLC3,232$506K0.0%+56.8%0.001%
4/22/2024 Financial Management Network Inc.17,570$2.60M0.7%-8.6%0.005%
4/22/2024 Raymond James & Associates264,624$41.41M0.0%+3.5%0.081%
4/22/2024 MBL Wealth LLC7,226$1.13M0.1%-29.2%0.002%
4/22/2024 IFM Investors Pty Ltd63,799$9.98M0.1%-1.2%0.020%
4/19/2024 Everett Harris & Co. CA48,961$7.66M0.1%+0.8%0.015%
4/19/2024 First Trust Direct Indexing L.P.10,537$1.65M0.1%+12.8%0.003%
4/19/2024 Kovack Advisors Inc.2,070$324K0.0%+5.2%0.001%
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4/19/2024 Norden Group LLC38,656$6.05M0.1%N/A0.012%
4/19/2024 State of Alaska Department of Revenue190,938$29.88M0.3%+0.7%0.059%
4/19/2024 Valeo Financial Advisors LLC9,437$1.48M0.0%+7.6%0.003%
4/19/2024 Monument Capital Management5,070$793K0.2%-2.3%0.002%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.1,497,696$234.37M0.2%-5.6%0.460%
4/18/2024 Naviter Wealth LLC23,041$3.61M0.6%-8.3%0.007%
4/18/2024 InTrack Investment Management Inc3,088$483K0.4%-2.5%0.001%
4/18/2024 MV Capital Management Inc.544$85K0.0%-52.4%0.000%
4/18/2024 Cullinan Associates Inc.1,650$258K0.0%-71.2%0.001%
4/18/2024 tru Independence LLC45,930$7.19M2.1%-8.0%0.014%
4/18/2024 Allspring Global Investments Holdings LLC284,865$44.58M0.1%+2.8%0.087%
4/18/2024 Park Place Capital Corp650$102K0.0%-10.0%0.000%
4/18/2024 O ROURKE & COMPANY Inc2,694$422K0.2%+3.7%0.001%
4/18/2024 Oliver Luxxe Assets LLC28,611$4.48M0.9%-0.5%0.009%
4/18/2024 Diversified Trust Co10,852$1.70M0.1%+130.9%0.003%
4/18/2024 SteelPeak Wealth LLC6,115$957K0.0%-2.4%0.002%
4/18/2024 Breakwater Capital Group1,376$215K0.1%N/A0.000%
4/17/2024 Cornerstone Wealth Group LLC20,538$3.21M0.3%N/A0.006%
4/17/2024 Vicus Capital2,061$323K0.0%+11.8%0.001%
4/17/2024 Alpha Omega Wealth Management LLC45,259$7.08M1.3%-4.3%0.014%
4/17/2024 Griffin Asset Management Inc.3,032$475K0.1%-34.4%0.001%
4/17/2024 Hennion & Walsh Asset Management Inc.4,455$697K0.0%+54.7%0.001%
4/16/2024 Opinicus Capital Inc.2,985$467K0.4%-13.6%0.001%
4/16/2024 First Dallas Securities Inc.3,400$532K0.2%+13.3%0.001%
4/16/2024 Webster Bank N. A.200$31K0.0%-52.4%0.000%
4/16/2024 New England Research & Management Inc.6,880$1.08M0.5%-34.6%0.002%
4/16/2024Kathmere Capital Management LLC1,409$220K0.0%N/A0.000%
4/16/2024 Register Financial Advisors LLC829$130K0.1%N/A0.000%
4/16/2024 Indiana Trust & Investment Management CO265$41K0.0%N/A0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC30,428$4.76M0.0%-12.1%0.009%
4/15/2024 Signet Financial Management LLC11,733$1.84M0.3%+6.8%0.004%
4/15/2024 Vert Asset Management LLC132,775$20.78M8.7%+0.1%0.041%
4/15/2024 Aspiriant LLC7,281$1.14M0.0%N/A0.002%
4/15/2024 Future Financial Wealth Managment LLC6,722$1.05M0.8%-1.2%0.002%
4/15/2024 Brookstone Capital Management13,991$2.19M0.0%+9.6%0.004%
4/15/2024 RMR Wealth Builders2,266$359K0.0%-4.4%0.001%
4/15/2024 CFM Wealth Partners LLC3,803$595K0.1%N/A0.001%
4/15/2024 Kingswood Wealth Advisors LLC3,082$482K0.1%+83.6%0.001%
4/15/2024 Sound Income Strategies LLC90,764$14.20M1.1%+4.7%0.028%
4/13/2024 First Financial Corp IN426$67K0.0%-43.0%0.000%
4/12/2024 Factory Mutual Insurance Co.160,592$25.13M0.3%-18.3%0.049%
4/12/2024 Gilman Hill Asset Management LLC5,026$787K0.1%+10.4%0.002%
4/12/2024 Gateway Investment Advisers LLC2,289$358K0.0%-4.3%0.001%
4/12/2024 Harbor Investment Advisory LLC2,118$331K0.0%-20.6%0.001%
4/12/2024 Global Assets Advisory LLC26,245$4.11M0.0%N/A0.008%
4/12/2024 Westend Capital Management LLC540$85K0.0%N/A0.000%
4/11/2024 Ballentine Partners LLC4,238$663K0.0%+8.1%0.001%
4/11/2024 Radnor Capital Management LLC8,004$1.25M0.2%N/A0.002%
4/11/2024 Roble Belko & Company Inc3,000$469K0.1%N/A0.001%
4/11/2024 Salem Investment Counselors Inc.438$69K0.0%-22.2%0.000%
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The next step of the Fed's control is here. Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week. Allowing the Fed to tighten its grip on your personal privacy and freedom.

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4/11/2024 International Assets Investment Management LLC5,000$767K0.0%-22.5%0.002%
4/11/2024 Douglas Lane & Associates LLC255,539$39.99M0.6%-0.6%0.078%
4/11/2024 Gulf International Bank UK Ltd27,026$4.23M0.1%+0.8%0.008%
4/11/2024 Optimum Investment Advisors3,479$544K0.2%-6.7%0.001%
4/10/2024 Park Avenue Securities LLC14,186$2.22M0.0%+4.5%0.004%
4/10/2024 KMG Fiduciary Partners LLC1,394$218K0.0%-37.2%0.000%
4/10/2024 Grassi Investment Management23,070$3.61M0.3%-0.6%0.007%
4/10/2024 Wedmont Private Capital5,835$876K0.1%+2.6%0.002%
4/10/2024 Czech National Bank57,344$8.97M0.1%+0.4%0.018%
4/10/2024 Perpetual Ltd16,420$2.57M0.0%-20.0%0.005%
(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, 1,109 institutional investors and hedge funds held shares of Simon Property Group. The most heavily invested institutionals were Vanguard Group Inc. ($6.52B), BlackRock Inc. ($3.93B), Cohen & Steers Inc. ($3.28B), State Street Corp ($2.61B), Norges Bank ($2.56B), Geode Capital Management LLC ($880.67M), and Daiwa Securities Group Inc. ($701.45M).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 970 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 ($17.96M), Bank Julius Baer & Co. Ltd Zurich ($4.53M), Cohen & Steers Inc. ($3.10M), Envestnet Asset Management Inc. ($2.39M), Price T Rowe Associates Inc. MD ($2.35M), Boston Partners ($2.22M), and State Street Corp ($2.21M).

How much institutional buying is happening at Simon Property Group?

Institutional investors have bought a total of 75,782,631 shares in the last 24 months. This purchase volume represents approximately $9.11B in transactions.

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

Of the 686 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: Deutsche Bank AG ($4.12M), Massachusetts Financial Services Co. MA ($2.25M), Envestnet Asset Management Inc. ($2.22M), FMR LLC ($1.98M), BlackRock Inc. ($1.96M), Daiwa Securities Group Inc. ($1.48M), and Northern Trust Corp ($1.32M).

How much institutional selling is happening at Simon Property Group?

Institutional investors have sold a total of 48,580,571 shares in the last 24 months. This volume of shares sold represents approximately $5.50B in transactions.


This page (NYSE:SPG) was last updated on 4/27/2024 by MarketBeat.com Staff

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