Simon Property Group (SPG) Institutional Ownership

$150.25
+0.71 (+0.47%)
(As of 05/15/2024 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)
604
Total
Institutional Inflows
(last 12 months)
$5.46B
Number of
Institutional Sellers
(last 12 months)
471
Total
Institutional Outflows
(last 12 months)
$2.85B
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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
5/15/2024Lazard Asset Management LLC317,277$49.65M0.1%+57.2%0.097%
5/15/2024LRI Investments LLC2,252$331K0.0%N/A0.001%
5/15/2024Truvestments Capital LLC22,159$3.47M1.3%-3.9%0.007%
5/15/2024Quadrature Capital Ltd15,242$2.38M0.0%+58.7%0.005%
5/15/2024Gamco Investors INC. ET AL1,280$200K0.0%N/A0.000%
5/14/2024Canada Pension Plan Investment Board1,049,467$164.23M0.2%+0.1%0.322%
5/14/2024Toronto Dominion Bank199,823$31.27M0.0%-12.1%0.061%
5/14/2024Sheaff Brock Investment Advisors LLC17,294$2.71M0.2%-3.1%0.005%
5/14/2024Stamos Capital Partners L.P.9,720$1.52M0.3%-7.2%0.003%
5/14/2024Advisors Asset Management Inc.16,110$2.52M0.0%+15.4%0.005%
5/14/2024CreativeOne Wealth LLC2,970$465K0.0%N/A0.001%
5/14/2024EntryPoint Capital LLC163$26K0.0%N/A0.000%
5/14/2024Vident Advisory LLC48,079$7.52M0.2%+10.8%0.015%
5/14/2024LGT Group Foundation75,327$11.79M0.3%-32.4%0.023%
5/14/2024Shell Asset Management Co.3,241$507K0.0%+36.6%0.001%
5/14/2024Payden & Rygel Investment Group67,850$10.62M0.5%N/A0.021%
5/14/2024Crewe Advisors LLC259$41K0.0%N/A0.000%
5/14/2024 Castle Hook Partners LP480,692$75.22M2.1%+182.0%0.147%
5/14/2024 Natixis33,365$5.22M0.0%+14.9%0.010%
5/14/2024 InterOcean Capital Group LLC1,399$219K0.0%N/A0.000%
5/14/2024 Pitcairn Co.8,857$1.39M0.1%+121.1%0.003%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund103,202$16.15M0.1%-18.4%0.032%
5/14/2024 CANADA LIFE ASSURANCE Co629,822$98.57M0.2%-1.8%0.193%
5/14/2024 Oxford Financial Group LTD. LLC2,209$346K0.0%-3.8%0.001%
5/14/2024 American International Group Inc.86,989$13.61M0.0%-0.7%0.027%
5/14/2024 National Bank of Canada FI458,706$67.76M0.1%+121.6%0.141%
5/14/2024 Lake Street Advisors Group LLC19,594$3.07M0.1%+642.2%0.006%
5/13/2024 Bessemer Group Inc.879,942$137.70M0.2%+1.5%0.270%
5/13/2024 UniSuper Management Pty Ltd103,540$16.20M0.2%+8.5%0.032%
5/13/2024 O Shaughnessy Asset Management LLC61,851$9.68M0.1%-66.9%0.019%
5/13/2024 Ameritas Investment Partners Inc.3,525$552K0.0%-2.8%0.001%
5/11/2024 Covestor Ltd259$40K0.0%+58.9%0.000%
5/11/2024 Hillsdale Investment Management Inc.210$33K0.0%N/A0.000%
5/11/2024 Catalytic Wealth RIA LLC1,952$305K0.1%+10.2%0.001%
5/11/2024 Edgestream Partners L.P.14,121$2.21M0.1%-34.2%0.004%
5/10/2024 Allstate Corp80,742$12.64M0.9%-4.8%0.025%
5/10/2024 Ontario Teachers Pension Plan Board52,750$8.26M0.1%+81.9%0.016%
5/10/2024 Osaic Holdings Inc.74,700$11.70M0.0%-44.1%0.023%
5/10/2024 Acadian Asset Management LLC10,552$1.65M0.0%-8.8%0.003%
5/10/2024 TIAA Trust National Association1,913$299K0.0%+3.7%0.001%
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5/10/2024 Vanguard Group Inc.46,380,446$7.26B0.1%+1.5%14.232%
5/10/2024 Viawealth LLC1,602$251K0.2%-10.6%0.000%
5/10/2024 Intech Investment Management LLC10,462$1.64M0.0%-41.8%0.003%
5/10/2024 Clearstead Trust LLC158$25K0.0%N/A0.000%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp269,447$41.86M0.1%-12.9%0.083%
5/10/2024 Centersquare Investment Management LLC1,814,206$283.91M3.1%+4.5%0.557%
5/10/2024 M&G Plc29,832$4.65M0.0%N/A0.009%
5/10/2024 Banco Santander S.A.2,830$443K0.0%N/A0.001%
5/10/2024 Tocqueville Asset Management L.P.32,858$5.14M0.1%-5.7%0.010%
5/9/2024 Socha Financial Group LLC1,450$227K0.1%N/A0.000%
5/9/2024 Leo Wealth LLC1,820$284K0.0%+9.6%0.001%
5/9/2024 Orion Portfolio Solutions LLC9,338$1.46M0.0%+1.3%0.003%
5/9/2024 Blair William & Co. IL16,909$2.65M0.0%-1.9%0.005%
5/9/2024 HBK Sorce Advisory LLC2,504$392K0.0%N/A0.001%
5/9/2024 Condor Capital Management29,623$4.64M0.5%-1.4%0.009%
5/9/2024 TTP Investments Inc.21,831$3.42M1.5%+3.1%0.007%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.582,609$91.17M0.1%+14.1%0.179%
5/9/2024 Foundry Partners LLC172,797$27.04M1.4%-4.3%0.053%
5/9/2024 State Board of Administration of Florida Retirement System355,254$55.59M0.1%+1.8%0.109%
5/9/2024 Camelot Portfolios LLC1,685$264K0.3%-41.6%0.001%
5/9/2024 New Insight Wealth Advisors50,216$7.86M4.9%-5.1%0.015%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.336,446$52.65M0.1%+196.9%0.103%
5/8/2024 Entropy Technologies LP4,674$731K0.1%N/A0.001%
5/8/2024 Edmond DE Rothschild Holding S.A.310$49K0.0%-95.1%0.000%
5/8/2024 Sheets Smith Wealth Management28,265$4.42M0.5%N/A0.009%
5/8/2024 Bleakley Financial Group LLC6,033$944K0.0%+1.3%0.002%
5/8/2024 ProShare Advisors LLC58,204$9.11M0.0%-1.9%0.018%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS129,057$20.20M0.1%-1.1%0.040%
5/8/2024 US Bancorp DE58,468$9.15M0.0%+3.8%0.018%
5/8/2024 Russell Investments Group Ltd.1,607,721$251.53M0.4%-2.7%0.493%
5/8/2024 QRG Capital Management Inc.170,290$26.65M0.3%+6.1%0.052%
5/8/2024 Inspire Investing LLC37,873$5.93M0.6%+7.2%0.012%
5/8/2024 Inspire Advisors LLC4,126$646K0.1%+1.7%0.001%
5/8/2024 Donoghue Forlines LLC4,742$742K0.2%-56.4%0.001%
5/7/2024 Verus Capital Partners LLC1,389$217K0.0%-11.6%0.000%
5/7/2024 Capital Square LLC1,716$269K0.2%-7.0%0.001%
5/7/2024 Meeder Advisory Services Inc.7,375$1.15M0.1%+5.7%0.002%
5/7/2024 Meeder Asset Management Inc.1,444$226K0.0%N/A0.000%
5/7/2024 NorthRock Partners LLC2,098$328K0.0%-13.4%0.001%
5/7/2024 Sei Investments Co.1,028,757$160.99M0.2%-5.3%0.316%
5/7/2024 Redmond Asset Management LLC15,805$2.47M0.8%-2.3%0.005%
5/7/2024 Chilton Capital Management LLC16,883$2.64M0.1%-11.0%0.005%
5/7/2024 Atomi Financial Group Inc.4,196$657K0.1%+55.8%0.001%
5/7/2024 BCGM Wealth Management LLC9,986$1.56M0.6%+3.5%0.003%
5/7/2024Susquehanna Fundamental Investments LLC56,051$8.77M0.4%N/A0.017%
5/7/2024 Swiss National Bank977,027$152.90M0.1%-4.5%0.300%
5/7/2024 Forsta AP Fonden92,600$14.49M0.1%-1.2%0.028%
5/7/2024 Oppenheimer Asset Management Inc.19,662$3.08M0.0%-10.3%0.006%
5/7/2024 Oppenheimer & Co. Inc.37,019$5.79M0.1%-7.9%0.011%
5/7/2024 Hilltop National Bank1,193$187K0.1%N/A0.000%
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5/7/2024 Retirement Planning Co of New England Inc.6,576$1.03M0.6%-6.5%0.002%
5/7/2024 Mystic Asset Management Inc.10,032$1.57M0.6%+3.2%0.003%
5/7/2024 SG Americas Securities LLC219,622$34.37M0.2%+586.3%0.067%
5/7/2024 Metis Global Partners LLC35,309$5.53M0.2%+1.8%0.011%
5/7/2024 Empowered Funds LLC34,369$5.38M0.1%+3.7%0.011%
5/7/2024 AIA Group Ltd12,869$2.01M0.1%N/A0.004%
5/6/2024 LSV Asset Management399,700$62.55M0.1%-24.0%0.123%
5/6/2024 Envestnet Portfolio Solutions Inc.24,932$3.90M0.0%+1.8%0.008%
5/6/2024 Minneapolis Portfolio Management Group LLC244,252$38.22M5.2%-6.2%0.075%
5/6/2024 Advisory Services Network LLC23,447$3.67M0.1%-16.4%0.007%
(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, 1,098 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), Cohen & Steers Inc. ($3.28B), State Street Corp ($2.61B), Norges Bank ($2.56B), Geode Capital Management LLC ($880.67M), and Price T Rowe Associates Inc. MD ($693.63M).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 958 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. ($2.37M), 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 72,907,528 shares in the last 24 months. This purchase volume represents approximately $8.79B in transactions.

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

Of the 672 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), Envestnet Asset Management Inc. ($2.22M), Massachusetts Financial Services Co. MA ($2.12M), Daiwa Securities Group Inc. ($2.06M), FMR LLC ($1.98M), Northern Trust Corp ($1.32M), and Renaissance Technologies LLC ($1.23M).

How much institutional selling is happening at Simon Property Group?

Institutional investors have sold a total of 44,716,048 shares in the last 24 months. This volume of shares sold represents approximately $5.05B in transactions.


This page (NYSE:SPG) was last updated on 5/15/2024 by MarketBeat.com Staff

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