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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PGGM INVESTMENTS 5 - 2023-12-31 1,210,360 $172,646,000 0
   PARNASSUS INVESTMENTS /CA 64 - 2023-12-31 913,815 $130,347,000 0
   ABP INVESTMENTS US INC 28 - 2023-12-31 742,061 $105,848,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D 100 - 2023-12-31 408,139 $58,217,000 0
   Ensign Peak Advisors Inc 189 - 2023-12-31 342,012 $48,785,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 103 - 2024-03-31 203,734 $29,061,000 0
   STATE TREASURER STATE OF MICHIGAN 189 - 2024-03-31 101,649 $15,907,000 0
   PACIFIC HEIGHTS ASSET MANAGEMENT LLC 24 - 2024-03-31 100,000 $15,649,000 0
   South Dakota Investment Council 176 - 2023-12-31 38,382 $5,475,000 0
   Maryland State Retirement & Pension System 237 - 2024-03-31 25,250 $3,554,000 0
   Yarbrough Capital LLC 61 - 2024-03-31 21,500 $3,365,000 0
   ING INVESTMENT MANAGEMENT, INC. 159 - 2023-12-31 20,000 $2,853,000 0
   SPIRIT OF AMERICA MANAGEMENT CORP/NY 46 - 2024-03-31 17,500 $2,739,000 0
   LINCLUDEN MANAGEMENT LTD 61 - 2023-12-31 16,912 $2,412,000 0
   WESTWOOD HOLDINGS GROUP INC 284 - 2023-12-31 14,835 $2,116,000 0
   CARRET ASSET MANAGEMENT 94 - 2024-03-31 12,953 $2,027,000 0
   Cunning Capital Partners LP 30 - 2023-12-31 13,265 $1,892,000 0
   KG&L Capital ManagementLLC 30 - 2024-03-31 12,281 $1,872,000 0
   Investors Research Corp 47 - 2023-12-31 12,237 $1,745,000 0
   MADISON WEALTH MANAGEMENT 78 - 2023-09-30 15,720 $1,698,000 0
   WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC 74 - 2023-12-31 11,245 $1,604,000 0
   CANANDAIGUA NATIONAL CORP 117 - 2022-12-31 10,826 $1,272,000 0
   TrueWealth Advisors LLC 46 - 2024-03-31 7,260 $1,136,000 0
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 604 - 2023-12-31 7,500 $1,070,000 0
   Illinois Municipal Retirement Fund 854 - 2023-12-31 7,454 $1,063,000 0
   Yelin Lapidot Holdings Management Ltd. 58 - 2023-12-31 7,150 $1,020,000 0
   Gifford Fong Associates 89 - 2023-12-31 7,000 $998,000 0
   ADAMS ASSET ADVISORS LLC 58 - 2024-03-31 5,789 $906,000 0
   Qube Research & Technologies Ltd 1769 - 2023-12-31 5,401 $770,000 0
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 168 - 2024-03-31 5,279 $752,000 0
   MONETARY MANAGEMENT GROUP INC 101 - 2023-12-31 5,125 $731,000 0
   AMERICAN ASSETS INC 8 - 2023-12-31 5,000 $713,000 0
   MURPHY POHLAD ASSET MANAGEMENT LLC 81 - 2024-03-31 4,536 $710,000 0
   Alta Wealth Advisors LLC 72 - 2023-12-31 4,233 $604,000 0
   RESOURCE CONSULTING GROUP INC 39 - 2023-12-31 4,078 $582,000 0
   EJF CAPITAL LLC 73 - 2023-12-31 4,000 $571,000 0
   Portman Square Capital LLP 39 - 2024-03-31 3,599 $563,000 0
   AMERICAN INVESTMENT SERVICES INC. 101 - 2023-12-31 3,730 $532,000 0
   RS CRUM INC. 42 - 2023-12-31 3,709 $529,000 0
   GHE LLC 39 - 2023-12-31 3,652 $521,000 0
   Sunbelt Securities Inc. 320 - 2024-03-31 3,178 $497,000 0
   SCHULHOFF & CO INC 73 - 2023-12-31 3,466 $494,000 0
   COHEN KLINGENSTEIN, LLC 194 - 2024-03-31 3,100 $485,000 0
   Joel Isaacson & Co. LLC - 2023-12-31 3,396 $484,000 0
   WASHINGTON TRUST CO 198 - 2024-03-31 3,079 $482,000 0
   Merrion Investment Management Co LLC 59 - 2024-03-31 3,000 $475,000 0
   SUPPLEMENTAL ANNUITY COLLECTIVE TRUST OF NJ 146 - 2023-12-31 3,300 $471,000 0
   FIRST NATIONAL BANK SIOUX FALLS 76 - 2024-03-31 2,965 $464,000 0
   REUTER JAMES WEALTH MANAGEMENT LLC 73 - 2023-12-31 3,225 $460,000 0
   WESTOVER CAPITAL ADVISORS, LLC 109 - 2023-12-31 3,000 $428,000 0
   McMahon Financial Advisors LLC 68 - 2024-03-31 2,700 $423,000 0
   GREAT COMPANIES INC 55 - 2024-03-31 2,696 $422,000 0
   CONNING ASSET MANAGEMENT CO. 225 - 2024-03-31 2,668 $418,000 0
   Laurel Wealth Advisors Inc. 402 - 2022-12-31 3,514 $413,000 0
   Autumn Glory Partners LLC - 2023-12-31 2,710 $394,000 0
   PUPLAVA FINANCIAL SERVICES INC 83 - 2024-03-31 2,500 $391,000 0
   MOODY LYNN & CO/ 174 - 2024-03-31 2,500 $391,000 0
   SCHNIEDERS CAPITAL MANAGEMENT LLC 139 - 2024-03-31 2,498 $391,000 0
   Silverleafe Capital Partners LLC 51 - 2024-03-31 2,400 $376,000 0
   MOODY NATIONAL BANK TRUST DIVISION 372 - 2024-03-31 2,259 $354,000 0
   Steele Capital Management Inc. 123 - 2024-03-31 2,230 $349,000 0
   Bramshill Investments LLC 106 - 2023-12-31 2,400 $342,000 0
   AFFINITY WEALTH MANAGEMENT 76 - 2024-03-31 2,171 $340,000 0
   ROCKLAND TRUST CO 241 - 2024-03-31 2,050 $321,000 0
   LJI Wealth Management LLC 129 - 2023-12-31 2,231 $318,000 0
   ZRC WEALTH MANAGEMENT LLC 86 - 2024-03-31 2,019 $316,000 0
   NOVARE CAPITAL MANAGEMENT LLC 142 - 2023-12-31 2,210 $315,000 0
   WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV - 2023-12-31 2,178 $311,000 0
   Atlas Private Wealth Advisors 126 - 2023-12-31 2,000 $285,000 0
   Williams Jones Wealth Management LLC. 415 - 2023-12-31 1,973 $281,000 0
   V-Square Quantitative Management LLC 400 - 2024-03-31 1,755 $275,000 0
   SMITHFIELD TRUST CO 274 - 2023-12-31 1,905 $272,000 0
   VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 57 - 2023-12-31 1,879 $268,000 0
   Sloy Dahl & Holst LLC 68 - 2024-03-31 1,680 $263,000 0
   Barry Investment Advisors LLC 101 - 2024-03-31 1,634 $259,000 0
   First National Bank 103 - 2024-03-31 1,528 $239,000 0
   PARADIGM ASSET MANAGEMENT CO LLC/NY 206 - 2023-12-31 1,635 $233,000 0
   Howard Capital Management Group LLC 112 - 2024-03-31 1,490 $233,000 0
   FTB Advisors Inc. 477 - 2024-03-31 1,471 $230,000 0
   LOGAN CAPITAL MANAGEMENT INC 293 - 2023-12-31 1,272 $181,000 0
   ROWLAND & CO INVESTMENT COUNSEL/ADV 149 - 2024-03-31 1,000 $156,000 0
   ALTA ADVISERS LTD 172 - 2024-03-31 1,000 $156,000 0
   MOTCO 217 - 2023-12-31 1,027 $146,000 0
   AllSquare Wealth Management LLC 119 - 2023-12-31 1,000 $143,000 0
   VESTOR CAPITAL CORP 142 - 2023-12-31 1,000 $143,000 0
   BENJAMIN EDWARDS INC 371 - 2023-12-31 1,000 $143,000 0
   CAROLINAS WEALTH CONSULTING LLC 197 - 2023-12-31 949 $135,000 0
   Rosenberg Matthew Hamilton 262 - 2024-03-31 863 $132,000 0
   Silvant Capital Management LLC - 2023-12-31 821 $117,000 0
   TOBAM - 2023-12-31 769 $110,000 0
   MONTAG A & ASSOCIATES INC 471 - 2023-12-31 702 $100,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 356 - 2024-03-31 598 $94,000 0
   Systematic Alpha Investments LLC 254 - 2023-12-31 614 $88,000 0
   LIVFORSAKRINGSAKTIEBOLAGET SKANDIA (PUBL) 330 - 2024-03-31 554 $87,000 0
   PFS Partners LLC 95 - 2024-03-31 500 $78,000 0
   CALDWELL SUTTER CAPITAL INC. 304 - 2024-03-31 491 $77,000 0
   JTC Employer Solutions Trusteee Ltd 239 - 2024-03-31 412 $64,000 0
   Ameliora Wealth Management Ltd. 127 - 2024-03-31 400 $63,000 0
   DELTA ASSET MANAGEMENT LLC/TN 242 - 2023-12-31 406 $58,000 0
   VisionPoint Advisory Group LLC 230 - 2023-12-31 378 $54,000 0
  100 Records found
  1    
  Page 1 of 1
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