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Simon Property Group (SPG) Institutional Ownership

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$162.76 +1.30 (+0.80%)
Closing price 03:59 PM Eastern
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$162.72 -0.04 (-0.02%)
As of 04:20 PM Eastern
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Institutional Ownership Changes (13F Filings) for Simon Property Group (NYSE:SPG)

Current
Institutional Ownership
Percentage
93.01%
Number of
Institutional Buyers
(last 12 months)
754
Total
Institutional Inflows
(last 12 months)
$8.88B
Number of
Institutional Sellers
(last 12 months)
558
Total
Institutional Outflows
(last 12 months)
$3.84B
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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
7/17/2025Venture Visionary Partners LLC22,005$3.54M0.1%+2.6%0.007%
7/17/2025GC Wealth Management RIA LLC7,530$1.21M0.1%-6.0%0.002%
7/17/2025V Square Quantitative Management LLC2,119$341K0.0%-7.7%0.001%
7/17/2025Sound Income Strategies LLC118,621$19.07M1.1%+6.3%0.036%
7/17/2025Tritonpoint Wealth LLC3,662$589K0.1%-5.3%0.001%
7/17/2025Fort Washington Investment Advisors Inc. OH192,295$30.91M0.2%+1.1%0.059%
7/17/2025Charles Schwab Trust Co2,390$384K0.0%N/A0.001%
7/17/2025TBH Global Asset Management LLC4,954$796K0.1%-1.7%0.002%
7/17/2025Michels Family Financial LLC4,471$719K0.6%-1.9%0.001%
7/17/2025KG&L Capital Management LLC8,237$1.27M0.4%-12.7%0.003%
7/17/2025Western Financial Corp CA2,523$406K0.2%-78.3%0.001%
7/16/2025ORG Wealth Partners LLC2,975$489K0.1%+4.2%0.001%
7/16/2025Signaturefd LLC5,613$902K0.0%+2.4%0.002%
7/16/2025MinichMacGregor Wealth Management LLC1,760$283K0.1%N/A0.001%
7/16/2025State of Alaska Department of Revenue193,104$31.04M0.3%-0.8%0.059%
7/16/2025Old Port Advisors5,189$834K0.2%N/A0.002%
7/16/2025Patton Fund Management Inc.1,580$254K0.2%-93.7%0.000%
7/16/2025PFS Partners LLC568$91K0.0%+13.6%0.000%
7/16/2025New Insight Wealth Advisors29,558$4.75M2.0%-11.9%0.009%
7/16/2025Novem Group6,077$977K0.1%N/A0.002%
7/16/2025LS Investment Advisors LLC2,336$376K0.1%-18.4%0.001%
7/16/2025 CX Institutional1,654$266K0.0%+23.3%0.001%
7/16/2025Hartford Investment Management Co.18,461$2.97M0.1%-1.1%0.006%
7/16/2025Perigon Wealth Management LLC7,224$1.16M0.0%+13.4%0.002%
7/15/2025 Jeppson Wealth Management LLC10,784$1.73M0.6%+15.9%0.003%
7/15/2025 Signet Financial Management LLC12,064$1.94M0.2%+1.4%0.004%
7/15/2025 TD Private Client Wealth LLC2,887$464K0.0%+52.3%0.001%
7/15/2025 Mather Group LLC.3,016$485K0.0%-14.4%0.001%
7/15/2025 Public Employees Retirement System of Ohio587,346$94.42M0.3%+1.6%0.180%
7/15/2025 Ballentine Partners LLC4,575$735K0.0%-20.4%0.001%
7/15/2025 Cigna Investments Inc. New3,137$504K0.1%-4.7%0.001%
7/15/2025 Norden Group LLC10,269$1.65M0.2%-2.5%0.003%
7/15/2025 Fifth Third Bancorp21,560$3.47M0.0%-2.6%0.007%
7/15/2025 Sheets Smith Wealth Management33,833$5.44M0.6%-0.4%0.010%
7/15/2025 Forte Capital LLC ADV3,827$615K0.1%-5.0%0.001%
7/15/2025 Alpha Omega Wealth Management LLC41,835$6.73M1.2%-1.3%0.013%
7/14/2025 Argentarii LLC3,792$610K0.3%-41.1%0.001%
7/14/2025 Golden State Equity Partners8,616$1.39M0.3%+2.7%0.003%
7/14/2025 Lederer & Associates Investment Counsel CA2,525$406K0.3%-11.3%0.001%
7/14/2025 Oliver Luxxe Assets LLC35,580$5.72M1.0%+3.7%0.011%
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7/14/2025 GAMMA Investing LLC5,794$931K0.1%+9.8%0.002%
7/14/2025 Park Avenue Securities LLC17,603$2.83M0.0%N/A0.005%
7/14/2025 Avanza Fonder AB23,797$3.83M0.1%+12.1%0.007%
7/11/2025 TTP Investments Inc.3,459$556K0.2%-94.1%0.001%
7/11/2025 Farther Finance Advisors LLC3,532$568K0.0%+6.2%0.001%
7/11/2025 CX Institutional1,654$266K0.0%+23.3%0.001%
7/11/2025 UMB Bank n.a.2,114$340K0.0%-12.8%0.001%
7/11/2025 BDF Gestion25,796$4.15M0.5%-9.8%0.008%
7/11/2025 Global X Japan Co. Ltd.1,036$167K0.0%+26.7%0.000%
7/11/2025 Diversified Trust Co20,763$3.34M0.1%-19.0%0.006%
7/11/2025 Assenagon Asset Management S.A.7,184$1.16M0.0%-5.3%0.002%
7/11/2025 Perpetual Ltd9,090$1.46M0.0%-16.7%0.003%
7/11/2025 Kingstone Capital Partners Texas LLC386,346$60.85M0.0%N/A0.118%
7/11/2025 IFM Investors Pty Ltd114,083$18.34M0.2%-7.8%0.035%
7/10/2025 Moody National Bank Trust Division1,316$212K0.0%-5.6%0.000%
7/10/2025 Exchange Traded Concepts LLC84,894$13.65M0.2%+22.2%0.026%
7/10/2025 Marshall Financial Group LLC5,489$906K0.2%N/A0.002%
7/10/2025 Wealth Enhancement Advisory Services LLC31,923$5.32M0.0%+23.5%0.010%
7/10/2025 Strathmore Capital Advisors Inc.4,215$687K0.3%N/A0.001%
7/10/2025 Wedmont Private Capital7,040$1.15M0.0%+1.0%0.002%
7/10/2025 Swedbank AB137,950$22.18M0.0%+5.6%0.042%
7/10/2025 Baader Bank Aktiengesellschaft4,102$654K0.0%+19.2%0.001%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd110,531$17.77M0.2%+2.4%0.034%
7/9/2025 Sarasin & Partners LLP34,332$5.52M0.1%N/A0.011%
7/9/2025 Gilman Hill Asset Management LLC5,631$905K0.1%+6.0%0.002%
7/9/2025 Radnor Capital Management LLC5,487$882K0.1%-3.3%0.002%
7/9/2025 Pallas Capital Advisors LLC3,786$609K0.0%+199.5%0.001%
7/9/2025 Financiere des Professionnels Fonds d investissement inc.5,806$933K0.1%N/A0.002%
7/9/2025 Breakwater Capital Group1,620$260K0.0%+5.2%0.000%
7/9/2025 New England Research & Management Inc.3,100$498K0.2%+23.8%0.001%
7/9/2025 Czech National Bank75,000$12.06M0.1%+6.5%0.023%
7/9/2025 MassMutual Private Wealth & Trust FSB1,437$231K0.0%+6.0%0.000%
7/8/2025 Strategic Advocates LLC2,855$459K0.1%+5.3%0.001%
7/8/2025 Bard Financial Services Inc.1,790$288K0.0%-12.3%0.001%
7/8/2025 Gallacher Capital Management LLC3,121$502K0.2%N/A0.001%
7/8/2025 Parallel Advisors LLC5,346$859K0.0%-2.7%0.002%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.929$150K0.0%+29.4%0.000%
7/7/2025 Salem Investment Counselors Inc.193$31K0.0%-31.6%0.000%
7/7/2025 Douglas Lane & Associates LLC211,196$33.95M0.5%-9.8%0.065%
7/3/2025 TrueWealth Advisors LLC7,160$1.15M0.3%-1.4%0.002%
7/1/2025 Harbor Investment Advisory LLC1,154$185K0.0%-11.4%0.000%
6/30/2025Pensionfund Sabic19,206$3.19M1.0%-20.3%0.006%
6/30/2025 Pensionfund DSM Netherlands39,508$6.56M4.3%-11.6%0.012%
6/26/2025AG2R LA Mondiale Gestion D Actifs13,166$2.15M0.1%N/A0.004%
6/23/2025 Swedbank AB130,654$21.70M0.0%+1.3%0.040%
6/18/2025Voya Investment Management LLC210,720$35.00M0.0%+16.3%0.065%
6/10/2025BROOKFIELD Corp ON 165,657$27.51M0.2%-8.6%0.051%
6/4/2025 First Hawaiian Bank4,769$792K0.0%-9.9%0.001%
6/3/2025Inspire Investing LLC32,259$5.36M0.6%+5.7%0.010%
6/3/2025Invst LLC4,676$777K0.1%-3.6%0.001%
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6/2/2025Modern Wealth Management LLC29,508$4.90M0.2%+5.5%0.009%
5/28/2025Anderson Financial Strategies LLC884$147K0.1%N/A0.000%
5/28/2025Strs Ohio227,154$37.73M0.2%N/A0.070%
5/27/2025Advisors Capital Management LLC121,053$20.11M0.3%-1.6%0.037%
5/21/2025Acadian Asset Management LLC530,630$88.12M0.2%+354.5%0.163%
5/21/2025Geneos Wealth Management Inc.1,433$238K0.0%+68.6%0.000%
5/21/2025 IFM Investors Pty Ltd123,709$20.55M0.2%-7.8%0.038%
5/20/2025Intech Investment Management LLC31,926$5.30M0.1%+8.8%0.010%
5/20/2025Focus Partners Wealth114,156$18.96M0.0%+89.0%0.035%
5/20/2025Plato Investment Management Ltd17,271$2.90M0.2%-17.3%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, 1,225 institutional investors and hedge funds held shares of Simon Property Group. The most heavily invested institutionals were Vanguard Group Inc. ($7.59B), 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 ($923.24M).Learn more on Simon Property Group's institutional investors.

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

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

Which institutional investors have been buying Simon Property Group's stock?

Of the 1,038 institutional investors that purchased Simon Property Group's 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), Nuveen LLC ($4.36M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($3.19M), Principal Financial Group Inc. ($1.96M), Northern Trust Corp ($1.90M), and Cohen & Steers Inc. ($1.85M).

How much institutional buying is happening at Simon Property Group?

Institutional investors have bought a total of 52,530,740 shares in the last 24 months. This purchase volume represents approximately $8.88B in transactions.

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

Of the 558 institutional investors that sold Simon Property Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($1.60M), Cohen & Steers Inc. ($1.60M), Daiwa Securities Group Inc. ($1.26M), Legal & General Group Plc ($923.64K), International Assets Investment Management LLC ($889.60K), Wellington Management Group LLP ($865.17K), and Arrowstreet Capital Limited Partnership ($828.42K).

How much institutional selling is happening at Simon Property Group?

Institutional investors have sold a total of 22,803,670 shares in the last 24 months. This volume of shares sold represents approximately $3.84B in transactions.



This page (NYSE:SPG) was last updated on 7/17/2025 by MarketBeat.com Staff
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