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Simon Property Group (SPG) Institutional Ownership

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$174.28 +1.57 (+0.91%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
93.01%
Number of
Institutional Buyers
(last 12 months)
600
Total
Institutional Inflows
(last 12 months)
$5.69B
Number of
Institutional Sellers
(last 12 months)
432
Total
Institutional Outflows
(last 12 months)
$2.43B
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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
1/17/2025 Donoghue Forlines LLC8,952$1.54M0.5%-59.5%0.003%
1/17/2025 Inspire Investing LLC30,509$5.25M0.6%-2.8%0.009%
1/17/2025 Market Street Wealth Management Advisors LLC2,925$504K0.1%+2.7%0.001%
1/17/2025 Janney Montgomery Scott LLC68,990$11.88M0.0%-2.0%0.021%
1/17/2025 SG Americas Securities LLC7,151$1.23M0.0%+48.0%0.002%
1/17/2025 Cetera Trust Company N.A1,875$323K0.2%-8.5%0.001%
1/17/2025 Janney Capital Management LLC77,123$13.28M0.9%-21.6%0.024%
1/17/2025 Nisa Investment Advisors LLC289,127$49.79M0.2%+33.1%0.089%
1/17/2025 Simon Quick Advisors LLC2,088$360K0.0%+37.5%0.001%
1/17/2025 Sheets Smith Wealth Management33,953$5.85M0.7%+5.0%0.010%
1/17/2025 Fort Washington Investment Advisors Inc. OH182,040$31.35M0.2%+25.4%0.056%
1/17/2025 Atomi Financial Group Inc.6,102$1.05M0.1%+6.5%0.002%
1/17/2025 Alpha Cubed Investments LLC3,551$612K0.0%+9.4%0.001%
1/17/2025 Perpetual Ltd9,440$1.63M0.0%-11.0%0.003%
1/16/2025 Hamlin Capital Management LLC635,289$109.40M2.7%N/A0.195%
1/16/2025 Aspiriant LLC5,777$995K0.0%-1.3%0.002%
1/16/2025 Crossmark Global Holdings Inc.35,397$6.10M0.1%-10.2%0.011%
1/16/2025 Ballentine Partners LLC5,296$912K0.0%+12.6%0.002%
1/16/2025 Harbor Investment Advisory LLC1,453$250K0.0%-31.4%0.000%
1/16/2025 UMB Bank n.a.2,391$412K0.0%+2.8%0.001%
1/16/2025 Diversify Advisory Services LLC1,537$263K0.0%N/A0.000%
1/16/2025 Diversify Wealth Management LLC3,035$519K0.0%+2.5%0.001%
1/16/2025 Gilman Hill Asset Management LLC5,146$886K0.2%-5.6%0.002%
1/16/2025 Cascade Investment Group Inc.13,821$2.38M1.7%-1.8%0.004%
1/16/2025 Artemis Investment Management LLP143,474$24.71M0.4%N/A0.044%
1/16/2025 Clarius Group LLC5,732$987K0.1%-33.9%0.002%
1/15/2025 HB Wealth Management LLC5,851$1.01M0.0%+14.0%0.002%
1/15/2025 Premier Path Wealth Partners LLC3,539$609K0.1%-68.3%0.001%
1/15/2025 InTrack Investment Management Inc4,743$823K0.6%+54.6%0.001%
1/15/2025 Merit Financial Group LLC2,416$416K0.0%N/A0.001%
1/15/2025 Avanza Fonder AB24,557$4.23M0.1%N/A0.008%
1/15/2025 Ritholtz Wealth Management11,068$1.91M0.1%+12.4%0.003%
1/15/2025 Carnegie Investment Counsel1,569$270K0.0%+4.3%0.000%
1/15/2025 Legacy Wealth Asset Management LLC13,916$2.40M0.7%-2.1%0.004%
1/15/2025 Gateway Investment Advisers LLC1,895$326K0.0%-7.5%0.001%
1/15/2025 Hennion & Walsh Asset Management Inc.8,309$1.43M0.1%+1.1%0.003%
1/14/2025 Burney Co.2,251$388K0.0%+42.7%0.001%
1/14/2025 Radnor Capital Management LLC5,732$987K0.2%-39.5%0.002%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.508$88K0.0%+23.0%0.000%
1/14/2025 Park Avenue Securities LLC12,420$2.14M0.0%+0.6%0.004%
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1/14/2025 Fifth Third Wealth Advisors LLC3,639$627K0.0%+2.4%0.001%
1/13/2025 Marcum Wealth LLC1,180$203K0.0%N/A0.000%
1/13/2025 FNY Investment Advisers LLC6,300$1.08M0.6%-22.2%0.002%
1/13/2025 Miracle Mile Advisors LLC16,230$2.80M0.1%+77.3%0.005%
1/13/2025 Grassi Investment Management21,988$3.79M0.3%-0.7%0.007%
1/13/2025 Fulcrum Capital LLC2,246$387K0.1%N/A0.001%
1/13/2025 Future Financial Wealth Managment LLC4,029$694K0.5%-4.6%0.001%
1/13/2025 Wedmont Private Capital6,727$1.15M0.1%+3.3%0.002%
1/13/2025 Brookstone Capital Management21,728$3.74M0.1%+2.6%0.007%
1/13/2025 Fiduciary Alliance LLC21,216$3.65M0.4%N/A0.007%
1/13/2025 Czech National Bank66,498$11.45M0.1%+6.5%0.020%
1/10/2025 Harbor Capital Advisors Inc.6,343$1.09M0.0%+2.5%0.002%
1/10/2025 ORG Partners LLC3,403$587K0.1%+13.0%0.001%
1/8/2025 First Hawaiian Bank5,294$912K0.0%+35.0%0.002%
1/8/2025 Douglas Lane & Associates LLC240,574$41.43M0.6%-2.4%0.074%
1/8/2025 Fulton Bank N.A.2,009$346K0.0%N/A0.001%
1/8/2025 International Assets Investment Management LLC2,752$478K0.0%-99.7%0.001%
1/7/2025 Diversified Trust Co17,319$2.98M0.1%+65.3%0.005%
1/6/2025 Oliver Luxxe Assets LLC34,104$5.87M1.0%+0.7%0.010%
1/6/2025 CWA Asset Management Group LLC2,171$374K0.0%-75.6%0.001%
1/6/2025 Pensionfund Sabic24,106$4.15M1.1%-2.0%0.007%
1/6/2025 Pensionfund DSM Netherlands44,708$7.70M4.8%-25.1%0.014%
1/6/2025 Nordea Investment Management AB28,170$4.84M0.0%-81.0%0.009%
1/3/2025 Central Pacific Bank Trust Division538$93K0.0%-37.6%0.000%
1/3/2025 Everence Capital Management Inc.10,279$1.77M0.1%-10.1%0.003%
1/3/2025 GAMMA Investing LLC5,331$918K0.1%+13.4%0.002%
1/3/2025 Versant Capital Management Inc999$172K0.0%+72.8%0.000%
12/19/2024Principal Financial Group Inc.1,277,828$215.98M0.1%-1.1%0.392%
12/6/2024Retirement Systems of Alabama254,049$42.94M0.2%-2.8%0.078%
12/3/2024Oddo BHF Asset Management Sas6,766$1.14M0.1%N/A0.002%
12/2/2024Inspire Trust Co. N.A.12,500$2.11M0.6%+8.7%0.004%
11/27/2024Franklin Resources Inc.819,921$140.76M0.0%-0.8%0.251%
11/26/2024Peapack Gladstone Financial Corp20,238$3.42M0.0%-2.7%0.006%
11/25/2024Synovus Financial Corp2,607$440K0.0%+50.7%0.001%
11/25/2024Tidal Investments LLC19,596$3.31M0.0%-13.7%0.006%
11/25/2024Blankinship & Foster LLC3,600$608K0.1%N/A0.001%
11/25/2024Wilmington Savings Fund Society FSB4,932$834K0.0%N/A0.002%
11/25/2024World Investment Advisors LLC3,534$597K0.0%+17.3%0.001%
11/25/2024Sanctuary Advisors LLC39,783$7.21M0.0%+19.4%0.012%
11/25/2024Pine Valley Investments Ltd Liability Co10,085$1.71M0.1%-0.9%0.003%
11/22/2024Stock Yards Bank & Trust Co.1,691$286K0.0%-11.1%0.001%
11/21/2024SkyView Investment Advisors LLC3,803$643K0.1%+4.3%0.001%
11/20/2024 Bard Financial Services Inc.2,210$374K0.0%-10.2%0.001%
11/19/2024Invst LLC4,824$815K0.1%-2.8%0.001%
11/19/2024M&T Bank Corp56,941$9.62M0.0%-3.8%0.017%
11/19/2024Unigestion Holding SA3,875$655K0.0%N/A0.001%
11/19/2024TCW Group Inc.400,026$67.61M0.6%+5.3%0.123%
11/18/2024Soltis Investment Advisors LLC22,931$3.88M0.4%+1.1%0.007%
11/18/2024 Fortem Financial Group LLC11,559$1.95M0.8%-46.1%0.004%
11/18/2024Arete Wealth Advisors LLC3,332$562K0.0%N/A0.001%
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11/18/2024Teachers Retirement System of The State of Kentucky23,287$3.94M0.0%-10.3%0.007%
11/18/2024Sunbelt Securities Inc.3,978$672K0.1%+8.2%0.001%
11/18/2024Toronto Dominion Bank155,705$26.32M0.0%-9.1%0.048%
11/18/2024Chiron Investment Management LLC2,528$427K0.2%N/A0.001%
11/18/2024Coldstream Capital Management Inc.6,114$1.04M0.0%+5.5%0.002%
11/18/2024JDM Financial Group LLC2,666$451K0.2%-28.2%0.001%
11/16/2024Geode Capital Management LLC8,929,260$1.51B0.1%-2.3%2.739%
11/15/2024MidWestOne Financial Group Inc.5,866$991K0.1%+5.8%0.002%
11/15/2024Prestige Wealth Management Group LLC4,238$716K0.1%+23,444.4%0.001%
11/15/2024Vestcor Inc80,123$13.54M0.4%+2.1%0.025%
(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, 1,113 institutional investors and hedge funds held shares of Simon Property Group. The most heavily invested institutionals were Vanguard Group Inc. ($7.26B), BlackRock Inc. ($3.93B), State Street Corp ($3.56B), Cohen & Steers Inc. ($3.28B), Norges Bank ($2.56B), Geode Capital Management LLC ($1.51B), and FMR LLC ($731.86M).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 934 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), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($2.75M), Boston Partners ($2.32M), Envestnet Asset Management Inc. ($2.30M), Cohen & Steers Inc. ($1.85M), and International Assets Investment Management LLC ($1.82M).

How much institutional buying is happening at Simon Property Group?

Institutional investors have bought a total of 67,007,481 shares in the last 24 months. This purchase volume represents approximately $9.03B in transactions.

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

Of the 671 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 ($2.87M), Daiwa Securities Group Inc. ($2.79M), FMR LLC ($2.45M), Envestnet Asset Management Inc. ($2.22M), Massachusetts Financial Services Co. MA ($2.13M), Geode Capital Management LLC ($1.25M), and BlackRock Inc. ($1.01M).

How much institutional selling is happening at Simon Property Group?

Institutional investors have sold a total of 39,583,254 shares in the last 24 months. This volume of shares sold represents approximately $5.14B in transactions.



This page (NYSE:SPG) was last updated on 1/20/2025 by MarketBeat.com Staff
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