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Get Institutions for : 
Simon Property Group Inc (SPG)  
$142.93 1.57 (1.11%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1005    7
Total shares held : 
290,003,118  
% of shares held : 
94.79%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -24  
Amount of shares held : 
16,377,484  
% of shares held change : 
  5.35%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$104.63  
Last Quarter's Ending Price : 
$142.64  
Last Quarter's Average Price
$120.87  
Change from last quarter's     
avg. price to the last closing  : 
22.06 (18.25%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
86
 18,817,614
 6.49%
 
Increased Positions :
354
 8,222,953
 2.84%
 
Unchanged Positions :
180
 4,774,474
 1.65%
 
Decreased Positions :
385
-9,491,868
-3.27%
 
Closed Positions :
79
-1,171,215
-0.4%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   NORGES BANK 38 *New 2023-12-31 17,955,562 $2,561,181,000 17,955,562
   ExodusPoint Capital Management LP 29 *New 2023-12-31 281,212 $40,112,000 281,212
   ALLSTATE INVESTMENT MANAGEMENT CO 23 *New 2022-12-31 157,326 $18,483,000 157,326
   SCOPUS ASSET MANAGEMENT LP 56 *New 2023-12-31 100,000 $14,264,000 100,000
   PAYDENFUNDS 64 *New 2023-09-30 95,050 $10,268,000 95,050
   BAMCO INC /NY/ 238 *New 2023-12-31 64,132 $9,148,000 64,132
   Hill Winds Capital LP 12 *New 2022-12-31 55,000 $6,461,000 55,000
   NORDEN GROUP LLC 222 *New 2024-03-31 38,656 $6,050,000 38,656
   EVOKE WEALTH LLC 85 *New 2023-12-31 40,027 $5,710,000 40,027
   Lighthouse Investment Partners LLC 82 *New 2023-12-31 40,000 $5,706,000 40,000
   WAGONHOUND INVESTMENTS LP 85 *New 2023-12-31 23,907 $3,410,000 23,907
   Cornerstone Wealth Group LLC 86 *New 2024-03-31 20,538 $3,214,000 20,538
   DoubleLine ETF Adviser LP 27 *New 2023-12-31 22,396 $3,195,000 22,396
   FORA Capital LLC 111 *New 2023-12-31 21,599 $3,081,000 21,599
   L & S ADVISORS INC 66 *New 2023-12-31 21,553 $3,074,000 21,553
   Varma Mutual Pension Insurance Co 221 *New 2023-12-31 20,800 $2,967,000 20,800
   Waterloo Capital L.P. 63 *New 2023-12-31 16,737 $2,387,000 16,737
   CCM INVESTMENT ADVISERS LLC 60 *New 2023-12-31 14,185 $2,023,000 14,185
   New Millennium Group LLC 18 *New 2023-12-31 12,207 $1,741,000 12,207
   Moran Wealth Management LLC 268 *New 2023-12-31 10,823 $1,544,000 10,823
   Quadrature Capital LTD 340 *New 2023-12-31 9,607 $1,370,000 9,607
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 169 *New 2023-12-31 9,390 $1,339,000 9,390
   TCG Advisory Services LLC 155 *New 2023-12-31 8,219 $1,172,000 8,219
   KOCHIS FITZ/QUINTILE LLC 138 *New 2024-03-31 7,281 $1,139,000 7,281
   Simplicity WealthLLC 540 *New 2024-03-31 5,997 $939,000 5,997
   Western Financial Corp/CA 51 *New 2024-03-31 5,866 $918,000 5,866
   Greenland Capital Management LP 150 *New 2023-12-31 5,200 $742,000 5,200
   CFM WEALTH PARTNERS LLC 100 *New 2024-03-31 3,803 $595,000 3,803
   Newbridge Financial Services Group Inc. 88 *New 2024-03-31 3,602 $564,000 3,602
   REGAL INVESTMENT ADVISORS, LLC 303 *New 2023-12-31 3,947 $563,000 3,947
   DFPG INVESTMENTS INC. 387 *New 2023-12-31 3,804 $533,000 3,804
   JACKSON SQUARE CAPITAL LLC 100 *New 2024-03-31 3,274 $512,000 3,274
   Krane Funds Advisors LLC 52 *New 2024-03-31 3,240 $486,000 3,240
   HighPoint Advisor Group LLC 358 *New 2023-12-31 3,213 $485,000 3,213
   1620 INVESTMENT ADVISORS INC. 63 *New 2023-12-31 3,389 $483,000 3,389
   ALGERT COLDIRON INVESTORS LLC 841 *New 2023-12-31 3,295 $470,000 3,295
   Roble Belko & Company Inc 75 *New 2024-03-31 3,000 $469,000 3,000
   Point72 Europe (London) LLP 163 *New 2023-12-31 3,271 $467,000 3,271
   VERITY & VERITY, LLC 80 *New 2024-03-31 5,662 $450,000 5,662
   KITZINGER LAUTMANN CAPITAL MANAGEMENT INC 100 *New 2023-12-31 3,144 $448,000 3,144
   Prime Capital Investment Advisors LLC *New 2023-12-31 3,018 $430,000 3,018
   Atomi Financial Group Inc. 335 *New 2023-12-31 2,694 $384,000 2,694
   KESTRA PRIVATE WEALTH SERVICES LLC 848 *New 2023-12-31 2,579 $368,000 2,579
   MORNINGSTAR INVESTMENT SERVICES, INC. 325 *New 2023-12-31 2,480 $358,000 2,480
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 412 *New 2024-03-31 2,141 $335,000 2,141
   FNY Investment Advisers LLC 57 *New 2023-12-31 2,200 $313,000 2,200
   FUKOKU MUTUAL LIFE INSURANCE CO 225 *New 2023-12-31 1,889 $269,000 1,889
   Capital Square LLC *New 2023-12-31 1,846 $263,000 1,846
   Everhart Financial Group Inc. 205 *New 2023-12-31 1,805 $257,000 1,805
   SkyOak Wealt LLC 202 *New 2023-12-31 1,784 $254,000 1,784
   PAX Financial Group LLC 202 *New 2023-12-31 1,726 $249,000 1,726
   Kula Investments LLC 511 *New 2023-03-31 2,220 $249,000 2,220
   Avestar Capital LLC 302 *New 2023-12-31 1,742 $248,000 1,742
   Cladis Investment Advisory LLC 103 *New 2023-12-31 1,700 $242,000 1,700
   Neo Ivy Capital Management 47 *New 2023-12-31 1,675 $239,000 1,675
   DEARBORN PARTNERS LLC *New 2023-12-31 1,608 $229,000 1,608
   STONNINGTON GROUP LLC 221 *New 2023-03-31 2,104 $229,000 2,104
   JFG Wealth Management LLC 71 *New 2023-12-31 1,600 $228,000 1,600
   TORON CAPITAL MARKETS INC. 282 *New 2023-12-31 1,600 $228,000 1,600
   Personal Capital Advisors Corp 438 *New 2022-12-31 1,945 $228,000 1,945
   Kingsview Wealth Management LLC 857 *New 2023-12-31 1,592 $227,000 1,592
   VERUS CAPITAL PARTNERS LLC 285 *New 2023-12-31 1,572 $224,000 1,572
   Pinnacle Wealth Planning Services Inc. 362 *New 2023-12-31 1,572 $224,000 1,572
   Kathmere Capital Management LLC 296 *New 2024-03-31 1,409 $220,000 1,409
   Jacobi Capital Management LLC 431 *New 2023-12-31 1,531 $218,000 1,531
   Abbrea Capital LLC 228 *New 2023-12-31 1,522 $217,000 1,522
   RSM US WEALTH MANAGEMENT LLC 567 *New 2023-12-31 1,511 $216,000 1,511
   WILLIAM ALLAN LLC 47 *New 2023-12-31 1,510 $215,000 1,510
   Breakwater Capital Group 247 *New 2024-03-31 1,376 $215,000 1,376
   Lavaca Capital LLC 82 *New 2023-12-31 1,500 $214,000 1,500
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 137 *New 2023-12-31 1,467 $209,000 1,467
   AlphaStar Capital Management LLC 260 *New 2023-12-31 1,468 $209,000 1,468
   DELAP WEALTH ADVISORY LLC 94 *New 2023-12-31 1,433 $204,000 1,433
   Indie Asset Partners LLC *New 2023-12-31 1,423 $203,000 1,423
   Blankinship & Foster LLC 64 *New 2023-12-31 1,422 $203,000 1,422
   Fidelis Capital Partners LLC 314 *New 2023-12-31 1,419 $202,000 1,419
   Global Assets Advisory LLC 469 *New 2024-03-31 26,245 $171,000 26,245
   First Capital Advisors Group LLC. 169 *New 2023-06-30 1,381 $159,000 1,381
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 376 *New 2023-12-31 803 $115,000 803
   Rockbridge Investment Management LCC 180 *New 2023-12-31 668 $95,000 668
   WESTEND CAPITAL MANAGEMENT LLC 60 *New 2024-03-31 540 $85,000 540
   Princeton Global Asset Management LLC *New 2023-12-31 500 $71,000 500
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 294 *New 2024-03-31 265 $41,000 265
   MILESTONE GROUP INC 283 *New 2023-12-31 235 $34,000 235
   Activest Wealth Management 162 *New 2024-03-31 155 $24,000 155
   FIRST UNITED BANK TRUST/ 314 *New 2023-12-31 113 $16,000 113
   LifeSteps Financial Inc. 252 *New 2024-03-31 100 $16,000 100
   YHB INVESTMENT ADVISORS, INC. 638 *New 2024-03-31 99 $15,000 99
   Christopher J. Hasenberg Inc 55 *New 2024-03-31 69 $11,000 69
   REDMONT WEALTH ADVISORS LLC 195 *New 2024-03-31 56 $9,000 56
   GODSEY & GIBB ASSOCIATES 287 *New 2024-03-31 50 $8,000 50
   Ahrens Investment Partners LLC 728 *New 2023-03-31 52 $6,000 52
   Heritage Wealth Advisors 505 *New 2023-12-31 26 $4,000 26
   Strategic Investment Solutions Inc. /IL 552 *New 2023-12-31 24 $3,000 24
   Dunhill Financial LLC 376 *New 2023-12-31 23 $3,000 23
   JOHNSON FINANCIAL GROUP, INC. 790 *New 2023-12-31 5 $1,000 5
   Piscataqua Savings Bank 388 *New 2024-03-31 8 $1,000 8
   Baldrige Asset Management LLC 426 *New 2023-03-31 2 $0 2
   MEADOWBROOK INVESTMENT ADVISORS LLC 369 *New 2023-12-31 2 $0 2
   AYRSHIRE ASSOCIATES INC 655 *New 2023-12-31 3 $0 3

  100 Records found
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