Simon Property Group Ownership 2024 | Who Owns Simon Property Group Now?
Institutional Ownership
88.21%
Insider Ownership
0.95%
Retail Ownership
10.84%
Institutional Holders
1.09K
Simon Property Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 14.17% | 0.13% | 46,176,998 | -203,448 | -0.44% | 7,009,668,297 | Jun 30, 2024 |
| BLACKROCK INC. | 10.38% | 0.12% | 33,816,438 | 34,162 | 0.10% | 5,133,335,297 | Jun 30, 2024 |
| STATE STREET CORP | 6.57% | 0.14% | 21,411,789 | 220,151 | 1.04% | 3,250,309,570,000 | Jun 30, 2024 |
| COHEN & STEERS, INC. | 5.68% | 5.89% | 18,520,216 | -2,077,104 | -10.08% | 2,811,099,000 | Jun 30, 2024 |
| NORGES BANK | 5.35% | 0.40% | 17,442,875 | 17,442,875 | 100.00% | 2,647,828,425 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.80% | 0.12% | 9,134,944 | 230,913 | 2.59% | 1,386,048,839 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.99% | 0.09% | 6,481,336 | 4,565,964 | 238.39% | 983,866,845 | Jun 30, 2024 |
| MORGAN STANLEY | 1.75% | 0.07% | 5,701,470 | 89,512 | 1.59% | 865,483,534 | Jun 30, 2024 |
| FMR LLC | 1.65% | 0.05% | 5,368,295 | -39,761 | -0.74% | 814,907,181 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 1.47% | 0.16% | 4,795,410 | -67,912 | -1.40% | 727,944,064 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.42% | 0.18% | 4,621,019 | -19,411 | -0.42% | 701,458,693 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.38% | 0.20% | 4,505,850 | 100,573 | 2.28% | 683,988,030 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.26% | 0.05% | 4,115,577 | -507,576 | -10.98% | 624,744,837 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.21% | 0.10% | 3,935,228 | 53,623 | 1.38% | 597,367,611,000 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.13% | 0.07% | 3,674,285 | -758,119 | -17.10% | 557,759,000 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.11% | 0.10% | 3,615,716 | 7,439 | 0.21% | 548,865,686 | Jun 30, 2024 |
| DAIWA SECURITIES GROUP INC. | 1.10% | 2.90% | 3,587,907 | -618,410 | -14.70% | 544,644,000 | Jun 30, 2024 |
| INVESCO LTD. | 1.06% | 0.11% | 3,462,356 | 79,625 | 2.35% | 525,585,629 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.98% | 0.22% | 3,189,256 | 420,770 | 15.20% | 484,129,059 | Jun 30, 2024 |
| SMEAD CAPITAL MANAGEMENT, INC. | 0.78% | 6.00% | 2,531,977 | 132,832 | 5.54% | 384,354,109 | Jun 30, 2024 |
Simon Property Group's largest institutional shareholder is VANGUARD GROUP INC, holding 14.17% of the company's total share outstanding, currently valued at $7.01B. The top 10 institutional shareholders own together 51.81% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VERT ASSET MANAGEMENT LLC | 0.04% | 7.32% | 120,927 | -11,848 | -8.92% | 18,356,719 | Jun 30, 2024 |
| ADELANTE CAPITAL MANAGEMENT LLC | 0.18% | 6.92% | 577,445 | -40,183 | -6.51% | 87,656,000 | Jun 30, 2024 |
| SMEAD CAPITAL MANAGEMENT, INC. | 0.78% | 6.00% | 2,531,977 | 132,832 | 5.54% | 384,354,109 | Jun 30, 2024 |
| COHEN & STEERS, INC. | 5.68% | 5.89% | 18,520,216 | -2,077,104 | -10.08% | 2,811,099,000 | Jun 30, 2024 |
| AMERICAN ASSETS CAPITAL ADVISERS, LLC | 0.04% | 5.81% | 120,787 | 2,748 | 2.33% | 18,335,467 | Jun 30, 2024 |
| B&I CAPITAL AG | 0.03% | 5.27% | 108,630 | 400 | 0.37% | 16,490,034 | Jun 30, 2024 |
| GSI CAPITAL ADVISORS LLC | 0.02% | 5.13% | 57,272 | 546 | 0.96% | 8,693,890 | Jun 30, 2024 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 0.55% | 5.02% | 1,806,155 | -40,722 | -2.20% | 274,174,329 | Jun 30, 2024 |
| MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC | 0.07% | 4.96% | 241,557 | -2,695 | -1.10% | 36,668,353 | Jun 30, 2024 |
| HEITMAN REAL ESTATE SECURITIES LLC | 0.15% | 4.58% | 476,764 | 173 | 0.04% | 72,372,775 | Jun 30, 2024 |
| NEW INSIGHT WEALTH ADVISORS | 0.01% | 3.94% | 44,063 | -6,153 | -12.25% | 6,688,758 | Jun 30, 2024 |
| NIXON CAPITAL, LLC | 0.02% | 3.90% | 56,229 | 1,521 | 2.78% | 8,535,562 | Jun 30, 2024 |
| UNIPLAN INVESTMENT COUNSEL, INC. | 0.09% | 3.88% | 280,793 | -44,745 | -13.74% | 42,623,000 | Jun 30, 2024 |
| HILLMAN CAPITAL MANAGEMENT, INC. | 0.02% | 3.30% | 61,594 | -239 | -0.39% | 9,349,930 | Jun 30, 2024 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 0.15% | 3.23% | 497,590 | 20,702 | 4.34% | 75,534,162 | Jun 30, 2024 |
| RIVERVIEW CAPITAL ADVISERS, LLC | 0.02% | 2.95% | 57,668 | 219 | 0.38% | 8,754,038 | Jun 30, 2024 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 0.55% | 2.95% | 1,795,506 | -18,700 | -1.03% | 272,557,811 | Jun 30, 2024 |
| LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC | 0.03% | 2.93% | 82,012 | 82,012 | 100.00% | 12,449,422 | Jun 30, 2024 |
| DAIWA SECURITIES GROUP INC. | 1.10% | 2.90% | 3,587,907 | -618,410 | -14.70% | 544,644,000 | Jun 30, 2024 |
| CORDA INVESTMENT MANAGEMENT, LLC. | 0.07% | 2.83% | 228,954 | -4,299 | -1.84% | 34,755,236 | Jun 30, 2024 |
The largest Simon Property Group shareholder by % of total assets is VERT ASSET MANAGEMENT LLC. The company owns 120.93K shares of Simon Property Group (SPG), representing 7.32% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 5.35% | 0.40% | 17,442,875 | 17,442,875 | 100.00% | 2,647,828,425 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.99% | 0.09% | 6,481,336 | 4,565,964 | 238.39% | 983,866,845 | Jun 30, 2024 |
| BARCLAYS PLC | 0.34% | 0.05% | 1,108,975 | 429,398 | 63.19% | 168,340,000 | Jun 30, 2024 |
| AMUNDI | 0.40% | 0.07% | 1,311,207 | 422,949 | 47.62% | 195,065,374 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.13% | 0.00% | 424,070 | 421,560 | 16795.22% | 2,915,000 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.98% | 0.22% | 3,189,256 | 420,770 | 15.20% | 484,129,059 | Jun 30, 2024 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 0.10% | 0.44% | 318,115 | 318,115 | 100.00% | 48,289,857 | Jun 30, 2024 |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.17% | 0.19% | 567,997 | 265,023 | 87.47% | 86,221,942 | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.08% | 0.14% | 265,954 | 261,430 | 5778.74% | 40,371,817 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.71% | 0.06% | 2,310,706 | 243,125 | 11.76% | 350,765,101 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.80% | 0.12% | 9,134,944 | 230,913 | 2.59% | 1,386,048,839 | Jun 30, 2024 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 0.33% | 2.07% | 1,068,268 | 229,122 | 27.30% | 162,163,082 | Jun 30, 2024 |
| STATE STREET CORP | 6.57% | 0.14% | 21,411,789 | 220,151 | 1.04% | 3,250,309,570,000 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.06% | 0.03% | 196,048 | 196,048 | 100.00% | 29,760,000 | Jun 30, 2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 0.09% | 0.25% | 291,524 | 157,769 | 117.95% | 44,253,000 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.07% | 0.03% | 237,096 | 149,739 | 171.41% | 35,991,173 | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | 0.30% | 0.74% | 974,335 | 142,125 | 17.08% | 147,904,053 | Jun 30, 2024 |
| SMEAD CAPITAL MANAGEMENT, INC. | 0.78% | 6.00% | 2,531,977 | 132,832 | 5.54% | 384,354,109 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.41% | 0.06% | 1,348,827 | 129,374 | 10.61% | 204,612,576 | Jun 30, 2024 |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 0.23% | 0.21% | 743,755 | 113,933 | 18.09% | 113,001,000 | Jun 30, 2024 |
As of Jun 30 2024, Simon Property Group's largest institutional buyer is NORGES BANK. The company purchased 17.44M stocks of SPG, valued at $2.65B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| UBS ASSET MANAGEMENT AMERICAS INC | 0.14% | 0.02% | 444,793 | -2,246,652 | -83.47% | 67,519,577 | Jun 30, 2024 |
| COHEN & STEERS, INC. | 5.68% | 5.89% | 18,520,216 | -2,077,104 | -10.08% | 2,811,099,000 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.13% | 0.07% | 3,674,285 | -758,119 | -17.10% | 557,759,000 | Jun 30, 2024 |
| DAIWA SECURITIES GROUP INC. | 1.10% | 2.90% | 3,587,907 | -618,410 | -14.70% | 544,644,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.26% | 0.05% | 4,115,577 | -507,576 | -10.98% | 624,744,837 | Jun 30, 2024 |
| KBC GROUP NV | 0.03% | 0.04% | 92,864 | -360,531 | -79.52% | 14,096,000 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.34% | 0.26% | 1,123,952 | -345,097 | -23.49% | 170,615,964 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.11% | 0.04% | 350,171 | -341,451 | -49.37% | 53,155,958 | Jun 30, 2024 |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 0.03% | 0.03% | 81,729 | -254,717 | -75.71% | 12,406,000 | Jun 30, 2024 |
| NATIONAL BANK OF CANADA /FI/ | 0.07% | 0.04% | 224,438 | -234,268 | -51.07% | 32,880,680 | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | - | - | - | -233,721 | -100.00% | - | Jun 30, 2024 |
| RETIREMENT SYSTEMS OF ALABAMA | 0.08% | 0.15% | 261,260 | -226,600 | -46.45% | 39,659,268 | Jun 30, 2024 |
| VANGUARD GROUP INC | 14.17% | 0.13% | 46,176,998 | -203,448 | -0.44% | 7,009,668,297 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.02% | 0.02% | 69,200 | -186,100 | -72.89% | 10,504,560 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.44% | 0.35% | 1,424,854 | -182,867 | -11.37% | 216,049,567 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.01% | 0.01% | 27,634 | -178,820 | -86.61% | 4,194,841 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | 0.02% | 0.05% | 60,220 | -159,402 | -72.58% | 9,141,000 | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -153,137 | -100.00% | - | Jun 30, 2024 |
| CASTLE HOOK PARTNERS LP | 0.10% | 1.18% | 329,863 | -150,829 | -31.38% | 50,073,203 | Jun 30, 2024 |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 0.08% | 0.18% | 269,605 | -139,815 | -34.15% | 40,926,039 | Jun 30, 2024 |
As of Jun 30 2024, Simon Property Group's biggest institutional seller is UBS ASSET MANAGEMENT AMERICAS INC. The company sold -2.25M shares of SPG, valued at $67.52M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 5.35% | 0.40% | 17,442,875 | 17,442,875 | 100.00% | 2,647,828,425 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.06% | 0.03% | 196,048 | 196,048 | 100.00% | 29,760,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.07% | 85,281 | 85,281 | 100.00% | 12,945,656 | Jun 30, 2024 |
| LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC | 0.03% | 2.93% | 82,012 | 82,012 | 100.00% | 12,449,422 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.13% | 74,117 | 74,117 | 100.00% | 11,251,000 | Jun 30, 2024 |
| HUDSON BAY CAPITAL MANAGEMENT LP | 0.02% | 0.04% | 49,052 | 49,052 | 100.00% | 7,446,094 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.01% | 39,601 | 39,601 | 100.00% | 5,998,324 | Jun 30, 2024 |
| BDF-GESTION | 0.01% | 0.56% | 38,538 | 38,538 | 100.00% | 5,850,068 | Jun 30, 2024 |
| ELEVATUS WELATH MANAGEMENT | 0.01% | 1.85% | 32,505 | 32,505 | 100.00% | 4,934,285 | Jun 30, 2024 |
| J. SAFRA SARASIN HOLDING AG | 0.01% | 0.08% | 28,694 | 28,694 | 100.00% | 4,355,750 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.08% | 25,119 | 25,119 | 100.00% | 3,813,064 | Jun 30, 2024 |
| PEAK FINANCIAL ADVISORS LLC | 0.01% | 1.71% | 19,633 | 19,633 | 100.00% | 2,980,289 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.01% | 0.03% | 19,615 | 19,615 | 100.00% | 2,977,557 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.00% | 0.01% | 11,266 | 11,266 | 100.00% | 1,710,179 | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | 0.00% | 0.02% | 9,109 | 9,109 | 100.00% | 1,382,746 | Jun 30, 2024 |
| FRANK, RIMERMAN ADVISORS LLC | 0.00% | 0.08% | 7,783 | 7,783 | 100.00% | 1,181,459 | Jun 30, 2024 |
| KNOLLWOOD INVESTMENT ADVISORY, LLC | 0.00% | 0.11% | 6,650 | 6,650 | 100.00% | 1,009,470 | Jun 30, 2024 |
| GENESEE CAPITAL ADVISORS, LLC | 0.00% | 0.41% | 5,459 | 5,459 | 100.00% | 828,644 | Jun 30, 2024 |
| CUSTOM INDEX SYSTEMS, LLC | 0.00% | 0.47% | 5,421 | 5,421 | 100.00% | 822,908 | Jun 30, 2024 |
| APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 0.00% | 0.04% | 5,172 | 5,172 | 100.00% | 785,110 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.00% | 0.00% | 4,193 | 4,193 | 100.00% | 636,497 | Jun 30, 2024 |
| COLONY GROUP, LLC | 0.00% | 0.00% | 3,438 | 3,438 | 100.00% | 522,000 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.00% | 0.09% | 3,435 | 3,435 | 100.00% | 521,433 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.04% | 3,434 | 3,434 | 100.00% | 521,281 | Jun 30, 2024 |
| OAK THISTLE LLC | 0.00% | 0.36% | 3,190 | 3,190 | 100.00% | 484,242 | Jun 30, 2024 |
| PENSIONMARK FINANCIAL GROUP, LLC | 0.00% | 0.03% | 3,013 | 3,013 | 100.00% | 457,373 | Jun 30, 2024 |
| ORG PARTNERS LLC | 0.00% | 0.05% | 2,973 | 2,973 | 100.00% | 435,913,000 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.00% | 0.00% | 2,928 | 2,928 | 100.00% | 444,470 | Jun 30, 2024 |
| 0.00% | 0.05% | 2,874 | 2,874 | 100.00% | 425,448 | Jun 30, 2024 | |
| DARK FOREST CAPITAL MANAGEMENT LP | 0.00% | 0.08% | 2,730 | 2,730 | 100.00% | 414,414 | Jun 30, 2024 |
| SUMMIT FINANCIAL, LLC | 0.00% | 0.02% | 2,636 | 2,636 | 100.00% | 400,185 | Jun 30, 2024 |
| SILVER LAKE ADVISORY, LLC | 0.00% | 0.05% | 2,485 | 2,485 | 100.00% | 377,223 | Jun 30, 2024 |
| FINANCIAL COUNSELORS INC | 0.00% | 0.01% | 2,431 | 2,431 | 100.00% | 369,026 | Jun 30, 2024 |
| HILLTOP HOLDINGS INC. | 0.00% | 0.04% | 2,402 | 2,402 | 100.00% | 364,623 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.00% | 0.00% | 2,400 | 2,400 | 100.00% | 364,320 | Jun 30, 2024 |
| JOURNEY STRATEGIC WEALTH LLC | 0.00% | 0.01% | 2,157 | 2,157 | 100.00% | 327,411 | Jun 30, 2024 |
| PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.10% | 1,920 | 1,920 | 100.00% | 291,456 | Jun 30, 2024 |
| CATALINA CAPITAL GROUP, LLC | 0.00% | 0.10% | 1,806 | 1,806 | 100.00% | 274,157 | Jun 30, 2024 |
| PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC | 0.00% | 0.03% | 1,802 | 1,802 | 100.00% | 273,544 | Jun 30, 2024 |
| BECK MACK & OLIVER LLC | 0.00% | 0.01% | 1,700 | 1,700 | 100.00% | 258,060 | Jun 30, 2024 |
| STRATEGIC WEALTH INVESTMENT GROUP, LLC | 0.00% | 0.03% | 1,691 | 1,691 | 100.00% | 247,765 | Jun 30, 2024 |
| CALLAN FAMILY OFFICE, LLC | 0.00% | 0.05% | 1,643 | 1,643 | 100.00% | 249,407 | Jun 30, 2024 |
| WEIL COMPANY, INC. | 0.00% | 0.09% | 1,553 | 1,553 | 100.00% | 235,745 | Jun 30, 2024 |
| MAGNOLIA CAPITAL ADVISORS LLC | 0.00% | 0.07% | 1,489 | 1,489 | 100.00% | 226,067 | Jun 30, 2024 |
| GRYPHON FINANCIAL PARTNERS LLC | 0.00% | 0.03% | 1,486 | 1,486 | 100.00% | 225,556 | Jun 30, 2024 |
| GALVIN, GAUSTAD & STEIN, LLC | 0.00% | 0.02% | 1,442 | 1,442 | 100.00% | 218,860 | Jun 30, 2024 |
| FORT SHERIDAN ADVISORS LLC | 0.00% | 0.04% | 1,439 | 1,439 | 100.00% | 218,440 | Jun 30, 2024 |
| SILVER LAKE GROUP, L.L.C. | 0.00% | 0.00% | 1,350 | 1,350 | 100.00% | 204,930 | Jun 30, 2024 |
| WILEY BROS.-AINTREE CAPITAL, LLC | 0.00% | 0.01% | 1,346 | 1,346 | 100.00% | 204,281 | Jun 30, 2024 |
| SIMON QUICK ADVISORS, LLC | 0.00% | 0.01% | 1,338 | 1,338 | 100.00% | 203,161 | Jun 30, 2024 |
| OPTAS, LLC | 0.00% | 0.05% | 1,338 | 1,338 | 100.00% | 203,110 | Jun 30, 2024 |
| CATALYST FINANCIAL PARTNERS LLC | 0.00% | 0.04% | 1,328 | 1,328 | 100.00% | 201,590 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.01% | 1,132 | 1,132 | 100.00% | 171,838 | Jun 30, 2024 |
| 0.00% | 0.09% | 1,013 | 1,013 | 100.00% | 153,773 | Jun 30, 2024 | |
| TRIAD WEALTH PARTNERS, LLC | 0.00% | 0.07% | 912 | 912 | 100.00% | 138,426 | Jun 30, 2024 |
| Y.D. MORE INVESTMENTS LTD | 0.00% | 0.01% | 878 | 878 | 100.00% | 133,280 | Jun 30, 2024 |
| GLOBAL X JAPAN CO., LTD. | 0.00% | 0.02% | 764 | 764 | 100.00% | 115,975 | Jun 30, 2024 |
| FAMILY FIRM, INC. | 0.00% | 0.02% | 640 | 640 | 100.00% | 97,215 | Jun 30, 2024 |
| MIZUHO BANK, LTD. | 0.00% | 0.01% | 350 | 350 | 100.00% | 53,130 | Jun 30, 2024 |
| IAG WEALTH PARTNERS, LLC | 0.00% | 0.01% | 315 | 315 | 100.00% | 47,817 | Jun 30, 2024 |
| FIRST PACIFIC FINANCIAL | 0.00% | 0.01% | 312 | 312 | 100.00% | 47,362 | Jun 30, 2024 |
| BANK OF NOVA SCOTIA | 0.00% | 0.00% | 250 | 250 | 100.00% | 37,950 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.01% | 199 | 199 | 100.00% | 30,362 | Jun 30, 2024 |
| WETZEL INVESTMENT ADVISORS, INC. | 0.00% | 0.02% | 175 | 175 | 100.00% | 27,386 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.01% | 164 | 164 | 100.00% | 24,889 | Jun 30, 2024 |
| COLONIAL TRUST CO / SC | - | 0.00% | 162 | 162 | 100.00% | 24,512 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | - | 0.01% | 122 | 122 | 100.00% | 18,506 | Jun 30, 2024 |
| WFA OF SAN DIEGO, LLC | - | 0.02% | 118 | 118 | 100.00% | 17,913 | Jun 30, 2024 |
| - | 0.01% | 110 | 110 | 100.00% | 16,666 | Jun 30, 2024 | |
| UNION SAVINGS BANK | - | 0.01% | 73 | 73 | 100.00% | 11,081 | Jun 30, 2024 |
| ANFIELD CAPITAL MANAGEMENT, LLC | - | 0.00% | 53 | 53 | 100.00% | 8,045 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | - | 0.00% | 32 | 32 | 100.00% | 4,858 | Jun 30, 2024 |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | - | 0.00% | 28 | 28 | 100.00% | 4,250 | Jun 30, 2024 |
| UNIQUE WEALTH STRATEGIES, LLC | - | 0.00% | 27 | 27 | 100.00% | 4,225 | Jun 30, 2024 |
| MCILRATH & ECK, LLC | - | 0.00% | 18 | 18 | 100.00% | 2,732 | Jun 30, 2024 |
| GREAT LAKES RETIREMENT, INC. | - | 0.00% | 15 | 15 | 100.00% | 2,277 | Jun 30, 2024 |
| RUEDI WEALTH MANAGEMENT, INC. | - | 0.00% | 13 | 13 | 100.00% | 1,973 | Jun 30, 2024 |
| RICHARDSON CAPITAL MANAGEMENT LLC | - | 0.00% | 10 | 10 | 100.00% | 1,518 | Jun 30, 2024 |
| FINTRUST CAPITAL ADVISORS, LLC | - | 0.00% | 6 | 6 | 100.00% | 911 | Jun 30, 2024 |
| WOLFF WIESE MAGANA LLC | - | 0.00% | 5 | 5 | 100.00% | 759 | Jun 30, 2024 |
| STRENGTHENING FAMILIES & COMMUNITIES, LLC | - | 0.00% | 4 | 4 | 100.00% | 1,000 | Jun 30, 2024 |
| SANDY SPRING BANK | - | - | 3 | 3 | 100.00% | 455 | Jun 30, 2024 |
| CREEKMUR ASSET MANAGEMENT LLC | - | 0.00% | 3 | 3 | 100.00% | 455 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 2 | 2 | 100.00% | 304 | Jun 30, 2024 |
Simon Property Group's largest new institutional shareholder by number of shares is NORGES BANK, purchased 17.44M shares, valued at $2.65B, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ALYESKA INVESTMENT GROUP, L.P. | - | - | - | -233,721 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -153,137 | -100.00% | - | Jun 30, 2024 |
| WATERFRONT CAPITAL PARTNERS, LLC | - | - | - | -135,000 | -100.00% | - | Jun 30, 2024 |
| DAVIS SELECTED ADVISERS | - | - | - | -107,610 | -100.00% | - | Jun 30, 2024 |
| PORTMAN SQUARE CAPITAL LLP | - | - | - | -96,400 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -86,989 | -100.00% | - | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | - | - | - | -65,800 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
| GLOBAL ASSETS ADVISORY, LLC | - | - | - | -26,245 | -100.00% | - | Jun 30, 2024 |
| DOUBLELINE ETF ADVISER LP | - | - | - | -24,908 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -23,208 | -100.00% | - | Jun 30, 2024 |
| TREK FINANCIAL, LLC | - | - | - | -21,588 | -100.00% | - | Jun 30, 2024 |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | - | - | - | -20,442 | -100.00% | - | Jun 30, 2024 |
| INTACT INVESTMENT MANAGEMENT INC. | - | - | - | -20,000 | -100.00% | - | Jun 30, 2024 |
| AMG NATIONAL TRUST BANK | - | - | - | -15,572 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -15,242 | -100.00% | - | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | - | - | - | -14,400 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -14,395 | -100.00% | - | Jun 30, 2024 |
| PHOCAS FINANCIAL CORP. | - | - | - | -13,853 | -100.00% | - | Jun 30, 2024 |
| RADNOR CAPITAL MANAGEMENT, LLC | - | - | - | -8,004 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -7,500 | -100.00% | - | Jun 30, 2024 |
| WEXFORD CAPITAL LP | - | - | - | -7,317 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -7,301 | -100.00% | - | Jun 30, 2024 |
| VERITY & VERITY, LLC | - | - | - | -5,662 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -5,400 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -4,800 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -4,778 | -100.00% | - | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | - | - | - | -4,600 | -100.00% | - | Jun 30, 2024 |
| AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC | - | - | - | -4,075 | -100.00% | - | Jun 30, 2024 |
| ACCUVEST GLOBAL ADVISORS | - | - | - | -3,982 | -100.00% | - | Jun 30, 2024 |
| DIVERSIFY ADVISORY SERVICES, LLC | - | - | - | -3,870 | -100.00% | - | Jun 30, 2024 |
| GTS SECURITIES LLC | - | - | - | -3,610 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -3,517 | -100.00% | - | Jun 30, 2024 |
| CAAS CAPITAL MANAGEMENT LP | - | - | - | -3,100 | -100.00% | - | Jun 30, 2024 |
| KINGSWOOD WEALTH ADVISORS, LLC | - | - | - | -3,082 | -100.00% | - | Jun 30, 2024 |
| GRIFFIN ASSET MANAGEMENT, INC. | - | - | - | -3,032 | -100.00% | - | Jun 30, 2024 |
| HGI CAPITAL MANAGEMENT, LLC | - | - | - | -2,917 | -100.00% | - | Jun 30, 2024 |
| BANCO SANTANDER, S.A. | - | - | - | -2,830 | -100.00% | - | Jun 30, 2024 |
| KESSLER INVESTMENT GROUP, LLC | - | - | - | -2,724 | -100.00% | - | Jun 30, 2024 |
| BALENTINE LLC | - | - | - | -2,557 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -2,523 | -100.00% | - | Jun 30, 2024 |
| HBK SORCE ADVISORY LLC | - | - | - | -2,504 | -100.00% | - | Jun 30, 2024 |
| KAPITALO INVESTIMENTOS LTDA | - | - | - | -2,395 | -100.00% | - | Jun 30, 2024 |
| RMR WEALTH BUILDERS | - | - | - | -2,266 | -100.00% | - | Jun 30, 2024 |
| CORTON CAPITAL INC. | - | - | - | -2,160 | -100.00% | - | Jun 30, 2024 |
| MAVEN SECURITIES LTD | - | - | - | -2,036 | -100.00% | - | Jun 30, 2024 |
| BEAUMONT ASSET MANAGEMENT, L.L.C. | - | - | - | -1,994 | -100.00% | - | Jun 30, 2024 |
| ROYAL BANK OF CANADA | - | - | - | -1,900 | -100.00% | - | Jun 30, 2024 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | - | - | - | -1,879 | -100.00% | - | Jun 30, 2024 |
| ALL SEASON FINANCIAL ADVISORS, INC. | - | - | - | -1,843 | -100.00% | - | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | - | - | - | -1,809 | -100.00% | - | Jun 30, 2024 |
| BRIGHTON JONES LLC | - | - | - | -1,786 | -100.00% | - | Jun 30, 2024 |
| CAPITAL SQUARE, LLC | - | - | - | -1,716 | -100.00% | - | Jun 30, 2024 |
| CULLINAN ASSOCIATES INC | - | - | - | -1,650 | -100.00% | - | Jun 30, 2024 |
| HANOVER ADVISORS INC | - | - | - | -1,628 | -100.00% | - | Jun 30, 2024 |
| VIAWEALTH, LLC | - | - | - | -1,602 | -100.00% | - | Jun 30, 2024 |
| AJOVISTA, LLC | - | - | - | -1,308 | -100.00% | - | Jun 30, 2024 |
| AE WEALTH MANAGEMENT LLC | - | - | - | -1,303 | -100.00% | - | Jun 30, 2024 |
| CSS LLC/IL | - | - | - | -1,300 | -100.00% | - | Jun 30, 2024 |
| FIRESTONE CAPITAL MANAGEMENT | - | - | - | -1,280 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -507 | -100.00% | - | Jun 30, 2024 |
| COMPAGNIE LOMBARD ODIER SCMA | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC. | - | - | - | -241 | -100.00% | - | Jun 30, 2024 |
| HHM WEALTH ADVISORS, LLC | - | - | - | -226 | -100.00% | - | Jun 30, 2024 |
| NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -163 | -100.00% | - | Jun 30, 2024 |
| NEW COVENANT TRUST COMPANY, N.A. | - | - | - | -105 | -100.00% | - | Jun 30, 2024 |
| LIFESTEPS FINANCIAL, INC. | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -99 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -87 | -100.00% | - | Jun 30, 2024 |
| OPTIVER HOLDING B.V. | - | - | - | -77 | -100.00% | - | Jun 30, 2024 |
| TRIFECTA CAPITAL ADVISORS, LLC | - | - | - | -75 | -100.00% | - | Jun 30, 2024 |
| NORTHWEST INVESTMENT COUNSELORS, LLC | - | - | - | -56 | -100.00% | - | Jun 30, 2024 |
| SALOMON & LUDWIN, LLC | - | - | - | -19 | -100.00% | - | Jun 30, 2024 |
| HIGHMARK WEALTH MANAGEMENT LLC | - | - | - | -17 | -100.00% | - | Jun 30, 2024 |
| TIDEMARK, LLC | - | - | - | -13 | -100.00% | - | Jun 30, 2024 |
| ICA GROUP WEALTH MANAGEMENT, LLC | - | - | - | -11 | -100.00% | - | Jun 30, 2024 |
| FRG FAMILY WEALTH ADVISORS LLC | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
| PISCATAQUA SAVINGS BANK | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| CHERRY TREE WEALTH MANAGEMENT, LLC | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
| FIRST COMMAND ADVISORY SERVICES, INC. | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
| SOA WEALTH ADVISORS, LLC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
| BBJS FINANCIAL ADVISORS, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Simon Property Group's largest sold out institutional shareholder by shares sold is ALYESKA INVESTMENT GROUP, L.P., sold -0.23M shares, valued at -, as of undefined.
Simon Property Group Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| SCHRODER GLOBAL SERIES TRUST | 10.68% | 21,800 | - | - | Jan 31, 2021 |
| Manager Directed Portfolios | 3.05% | 500,000 | - | - | Jan 31, 2024 |
| CAPITAL MANAGEMENT INVESTMENT TRUST | 2.47% | 9,000 | - | - | Feb 29, 2024 |
| Manager Directed Portfolios | 2.14% | 350,000 | - | - | Jan 31, 2024 |
| COHEN & STEERS REALTY SHARES INC | 2.11% | 2,763,985 | - | - | Dec 31, 2023 |
| COHEN & STEERS REAL ESTATE SECURITIES FUND INC | 1.92% | 3,549,007 | -87,730 | -2.41% | Dec 31, 2023 |
| Manager Directed Portfolios | 1.83% | 300,000 | - | - | Jan 31, 2024 |
| COHEN & STEERS INSTITUTIONAL REALTY SHARES INC | 1.55% | 3,095,663 | - | - | Dec 31, 2023 |
| Manager Directed Portfolios | 1.53% | 250,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.34% | 700,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Real Estate Fund, Inc. | 1.22% | 260,141 | -31,000 | -10.65% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.15% | 600,000 | - | - | Mar 31, 2024 |
| HILLMAN CAPITAL MANAGEMENT INVESTMENT TRUST | 0.96% | 43,000 | - | - | Dec 31, 2020 |
| NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND INC | 0.96% | 79,150 | -1,110 | -1.38% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| Manager Directed Portfolios | 0.81% | 132,640 | - | - | Jan 31, 2024 |
| AGF Investments Trust | 0.78% | -14,760 | - | - | Mar 31, 2024 |
| Manager Directed Portfolios | 0.73% | 120,000 | - | - | Jan 31, 2024 |
| FRANKLIN REAL ESTATE SECURITIES TRUST | 0.72% | 44,039 | -2,280 | -4.92% | Jan 31, 2024 |
| NUVEEN REAL ESTATE INCOME FUND | 0.71% | 97,139 | 7,155 | 7.95% | Mar 31, 2024 |
| Smead Funds Trust | 0.68% | 2,075,659 | 38,007 | 1.87% | Feb 29, 2024 |
| COHEN & STEERS TOTAL RETURN REALTY FUND INC | 0.64% | 285,000 | - | - | Dec 31, 2023 |
| RIVERPARK FUNDS TRUST | 0.62% | 5,223,387 | - | - | Dec 31, 2023 |
| Manager Directed Portfolios | 0.61% | 100,000 | - | - | Jan 31, 2024 |
| PIONEER REAL ESTATE SHARES | 0.61% | 23,301 | - | - | Mar 31, 2023 |
| COHEN & STEERS GLOBAL REALTY SHARES, INC | 0.56% | 663,925 | 10,441 | 1.60% | Dec 31, 2023 |
| Tax-Managed Value Portfolio | 0.56% | 54,180 | - | - | Jan 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Income Fund | 0.54% | 17,320 | - | - | Mar 31, 2024 |
| PARNASSUS FUNDS | 0.52% | 777,470 | -136,345 | -14.92% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.41% | 216,015 | - | - | Mar 31, 2024 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 0.41% | 134,300 | - | - | Dec 31, 2023 |
| Ultimus Managers Trust | 0.40% | 4,616,000 | - | - | Feb 29, 2024 |
| MP63 FUND INC | 0.39% | 4,173 | 450 | 12.09% | Feb 29, 2024 |
| Emles Trust | 0.36% | 40,000 | - | - | Sep 30, 2022 |
| MANNING & NAPIER FUND, INC. | 0.35% | 16,280,000 | -370,000 | -2.22% | Mar 28, 2024 |
| OSI ETF Trust | 0.34% | 59,139 | - | - | Mar 31, 2022 |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 0.32% | 36,850 | - | - | Mar 31, 2024 |
| SPIRIT OF AMERICA INVESTMENT FUND INC | 0.31% | 17,500 | - | - | Feb 29, 2024 |
| PIONEER EQUITY INCOME FUND | 0.30% | 67,809 | - | - | Jan 31, 2024 |
| ALGER INSTITUTIONAL FUNDS | 0.30% | 78,705 | - | - | Jan 31, 2024 |
| MASTER LARGE CAP SERIES LLC | 0.30% | 269,149 | - | - | Mar 31, 2022 |
| MFS SERIES TRUST VII | 0.28% | 44,606 | - | - | Jan 31, 2024 |
| Cohen & Steers Low Duration Preferred & Income Fund, Inc. | 0.27% | 4,250,000 | - | - | Jan 31, 2024 |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.26% | 5,451,146 | - | - | Mar 31, 2024 |
| CBRE GLOBAL REAL ESTATE INCOME FUND | 0.26% | 295,877 | -6,161 | -2.04% | Mar 28, 2024 |
| PIONEER BOND FUND /DE/ | 0.25% | 15,000,000 | - | - | Mar 28, 2024 |
| Cohen & Steers Real Estate Opportunities & Income Fund | 0.25% | 585,000 | - | - | Dec 31, 2023 |
| COHEN & STEERS TOTAL RETURN REALTY FUND INC | 0.25% | 109,615 | -17,119 | -13.51% | Dec 31, 2023 |
| VANGUARD SPECIALIZED FUNDS | 0.23% | 12,814,538 | -267,758 | -2.05% | Jan 31, 2024 |
| COHEN & STEERS QUALITY INCOME REALTY FUND INC | 0.23% | 2,130,000 | - | - | Dec 31, 2023 |
| T. Rowe Price Global Real Estate Fund, Inc. | 0.22% | 20,623 | -1,945 | -8.62% | Mar 31, 2024 |
| abrdn Global Premier Properties Fund | 0.21% | 99,453 | 58,765 | 144.43% | Jan 31, 2024 |
| T. Rowe Price Global Allocation Fund, Inc. | 0.19% | 340,000 | - | - | Jan 31, 2024 |
| SEI Catholic Values Trust | 0.19% | 501,000 | - | - | Feb 29, 2024 |
| Chesapeake Investment Trust | 0.19% | 9,710 | - | - | Jan 31, 2024 |
| UBS RELATIONSHIP FUNDS | 0.18% | 43,869 | - | - | Jun 30, 2020 |
| COPLEY FUND INC /NV/ | 0.18% | 2,500 | -1,500 | -37.50% | Nov 30, 2022 |
| SA FUNDS INVESTMENT TRUST | 0.18% | 3,000,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. | 0.18% | 285,000 | - | - | Feb 29, 2024 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. | 0.18% | 280,000 | - | - | Feb 29, 2024 |
| BNY Mellon Investment Funds VI | 0.18% | 230,000 | 230,000 | - | Feb 29, 2024 |
| Alger ETF Trust | 0.17% | 1,213 | - | - | Dec 31, 2023 |
| KAVILCO INC/WA/ | 0.17% | 1,240 | 1,240 | - | Mar 31, 2021 |
| AB GLOBAL REAL ESTATE INVESTMENT FUND INC | 0.17% | 9,138 | 60 | 0.66% | Feb 29, 2024 |
| AB INSTITUTIONAL FUNDS INC | 0.17% | 29,300 | 1,780 | 6.47% | Jan 31, 2024 |
| Invesco Bond Fund | 0.17% | 310,000 | - | - | Feb 29, 2024 |
| CGM TRUST | 0.15% | 200,000 | - | - | Sep 30, 2022 |
| Natixis ETF Trust | 0.15% | 30,000 | - | - | Mar 31, 2024 |
| BLACKROCK SUSTAINABLE BALANCED FUND, INC. | 0.14% | 1,000,000 | - | - | Feb 29, 2024 |
| Guardian Variable Products Trust | 0.14% | 2,300,000 | - | - | Mar 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.14% | 3,500,000 | - | - | Mar 31, 2024 |
| Federated Hermes Equity Income Fund, Inc. | 0.13% | 19,668 | - | - | Feb 29, 2024 |
| T. Rowe Price Total Return Fund, Inc. | 0.13% | 1,010,000 | - | - | Feb 29, 2024 |
| BNY Mellon Absolute Insight Funds, Inc. | 0.13% | 2,040,000 | - | - | Apr 30, 2022 |
| Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 0.13% | 114,233 | - | - | Jan 31, 2024 |
| MASTER ADVANTAGE SMID CAP LLC | 0.13% | 16,052 | 12,930 | 414.16% | Dec 31, 2020 |
| AMERICAN MUTUAL FUND | 0.13% | 1,199,600 | - | - | Jan 31, 2024 |
| Gateway Trust | 0.13% | 257,605 | - | - | Mar 31, 2024 |
| Gabelli ESG Fund, Inc. | 0.12% | 1,000 | - | - | Dec 29, 2023 |
| Columbia Funds Variable Series Trust II | 0.12% | 3,895,000 | - | - | Mar 31, 2024 |
| FIDELITY SECURITIES FUND | 0.12% | 11,000,000 | 11,000,000 | - | Jan 31, 2024 |
| TOUCHSTONE STRATEGIC TRUST | 0.12% | 7,451,000 | 2,181,000 | 41.39% | Mar 31, 2024 |
| John Hancock Funds III | 0.11% | 1,726,409 | 25,094 | 1.47% | Mar 31, 2024 |
| T. Rowe Price Balanced Fund, Inc. | 0.11% | 1,810,000 | - | - | Mar 31, 2024 |
| Global Beta ETF Trust | 0.11% | 301 | 201 | 201.00% | May 31, 2022 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.11% | 925,000 | - | - | Mar 31, 2024 |
| Apollo Diversified Real Estate Fund | 0.11% | 376,940 | - | - | Mar 31, 2024 |
| ALGER FUNDS II | 0.10% | 23,704 | - | - | Jan 31, 2024 |
| SPDR S&P 500 ETF TRUST | 0.10% | 3,964,876 | -85,587 | -2.11% | Mar 31, 2024 |
| Index Funds | 0.10% | 845 | -17 | -1.97% | Mar 31, 2024 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.10% | 34,500 | - | - | Mar 31, 2024 |
| Principal Exchange-Traded Funds | 0.10% | 1,165,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.09% | 216,870 | -92,886 | -29.99% | Mar 31, 2024 |
| Voya Global Advantage & Premium Opportunity Fund | 0.09% | 5,814 | - | - | Feb 29, 2024 |
| COHEN & STEERS QUALITY INCOME REALTY FUND INC | 0.09% | 850,232 | -131,346 | -13.38% | Dec 31, 2023 |
| Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | 0.09% | 18,479 | - | - | Feb 29, 2024 |
| GLENMEDE FUND INC | 0.09% | 765,457 | - | - | Jan 31, 2024 |
| T. Rowe Price Real Assets Fund, Inc. | 0.08% | 1,147,116 | -35,418 | -3.00% | Mar 31, 2024 |
Simon Property Group's largest mutual fund holder by % of total assets is "SCHRODER GLOBAL SERIES TRUST", owning 21.80K shares, compromising 10.68% of its total assets.
Simon Property Group Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 1,088 | -3.63% |
| 31 Mar, 24 | 1,129 | 2.36% |
| 31 Dec, 23 | 1,103 | 7.71% |
| 30 Sep, 23 | 1,024 | 0.59% |
| 30 Jun, 23 | 1,018 | 0.30% |
| 31 Mar, 23 | 1,015 | -1.07% |
| 31 Dec, 22 | 1,026 | 8.00% |
| 30 Sep, 22 | 950 | -1.76% |
| 30 Jun, 22 | 967 | -6.93% |
| 31 Mar, 22 | 1,039 | -5.11% |
| 31 Dec, 21 | 1,095 | 14.30% |
| 30 Sep, 21 | 958 | 1.59% |
| 30 Jun, 21 | 943 | 6.80% |
| 31 Mar, 21 | 883 | 4.99% |
| 31 Dec, 20 | 841 | 15.05% |
| 30 Sep, 20 | 731 | -0.27% |
| 30 Jun, 20 | 733 | 3.39% |
| 31 Mar, 20 | 709 | -15.09% |
| 31 Dec, 19 | 835 | 1.95% |
| 30 Sep, 19 | 819 | 0.37% |
| 30 Jun, 19 | 816 | -5.12% |
| 31 Mar, 19 | 860 | 2.75% |
| 31 Dec, 18 | 837 | 5.28% |
| 30 Sep, 18 | 795 | 2.98% |
| 30 Jun, 18 | 772 | 3.90% |
| 31 Mar, 18 | 743 | 0.27% |
| 31 Dec, 17 | 741 | 4.96% |
| 30 Sep, 17 | 706 | -2.08% |
| 30 Jun, 17 | 721 | -2.17% |
| 31 Mar, 17 | 737 | -2.12% |
| 31 Dec, 16 | 753 | 1.21% |
| 30 Sep, 16 | 744 | 1.64% |
| 30 Jun, 16 | 732 | 5.17% |
| 31 Mar, 16 | 696 | -1.97% |
| 31 Dec, 15 | 710 | 1.14% |
| 30 Sep, 15 | 702 | 3.69% |
| 30 Jun, 15 | 677 | -3.97% |
| 31 Mar, 15 | 705 | -1.95% |
| 31 Dec, 14 | 719 | 12.34% |
| 30 Sep, 14 | 640 | 1.27% |
| 30 Jun, 14 | 632 | 3.61% |
| 31 Mar, 14 | 610 | -0.97% |
| 31 Dec, 13 | 616 | 4.05% |
| 30 Sep, 13 | 592 | 1.20% |
| 30 Jun, 13 | 585 | 122.43% |
| 31 Mar, 13 | 263 | 1.15% |
| 31 Dec, 12 | 260 | -4.41% |
| 30 Sep, 12 | 272 | 17.24% |
| 30 Jun, 12 | 232 | 3.57% |
| 31 Mar, 12 | 224 | 2.28% |
| 31 Dec, 11 | 219 | 11.17% |
| 30 Sep, 11 | 197 | 4.79% |
| 30 Jun, 11 | 188 | 3.87% |
| 31 Mar, 11 | 181 | 1.12% |
| 31 Dec, 10 | 179 | 9.15% |
| 30 Sep, 10 | 164 | -0.61% |
| 30 Jun, 10 | 165 | 5.77% |
| 31 Mar, 10 | 156 | 6.85% |
| 31 Dec, 09 | 146 | 2.10% |
| 30 Sep, 09 | 143 | -1.38% |
| 30 Jun, 09 | 145 | 8.21% |
| 31 Mar, 09 | 134 | -4.96% |
| 31 Dec, 08 | 141 | 8.46% |
| 30 Sep, 08 | 130 | 5.69% |
| 30 Jun, 08 | 123 | -5.38% |
| 31 Mar, 08 | 130 | 2.36% |
| 31 Dec, 07 | 127 | 7.63% |
| 30 Sep, 07 | 118 | 10.28% |
| 30 Jun, 07 | 107 | -2.73% |
| 31 Mar, 07 | 110 | -0.90% |
| 31 Dec, 06 | 111 | 14.43% |
| 30 Sep, 06 | 97 | -5.83% |
| 30 Jun, 06 | 103 | -18.25% |
| 31 Mar, 06 | 126 | 26.00% |
| 31 Dec, 05 | 100 | 1.01% |
| 30 Sep, 05 | 99 | 5.32% |
| 30 Jun, 05 | 94 | 8.05% |
| 31 Mar, 05 | 87 | 8.75% |
| 31 Dec, 04 | 80 | 8.11% |
| 30 Sep, 04 | 74 | 15.63% |
| 30 Jun, 04 | 64 | -12.33% |
| 31 Mar, 04 | 73 | 10.61% |
| 31 Dec, 03 | 66 | 6.45% |
| 30 Sep, 03 | 62 | 16.98% |
| 30 Jun, 03 | 53 | 6.00% |
| 31 Mar, 03 | 50 | -3.85% |
| 31 Dec, 02 | 52 | 26.83% |
| 30 Sep, 02 | 41 | -4.65% |
| 30 Jun, 02 | 43 | 43.33% |
| 31 Mar, 02 | 30 | 57.89% |
| 31 Dec, 01 | 19 | -17.39% |
| 30 Sep, 01 | 23 | -25.81% |
| 30 Jun, 01 | 31 | 3.33% |
| 31 Mar, 01 | 30 | 36.36% |
| 31 Dec, 00 | 22 | -8.33% |
| 30 Sep, 00 | 24 | -17.24% |
| 30 Jun, 00 | 29 | 31.82% |
| 31 Mar, 00 | 22 | -4.35% |
| 31 Dec, 99 | 23 | - |
| 30 Sep, 99 | 23 | -8.00% |
| 30 Jun, 99 | 25 | - |
| 31 Mar, 99 | 25 | - |
As of 30 Jun 24, 1,088 institutions are holding Simon Property Group's shares, representing a decrease of -3.63% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 287,478,388 | 5.82% |
| 31 Mar, 24 | 271,673,083 | -6.21% |
| 31 Dec, 23 | 289,655,316 | 5.67% |
| 30 Sep, 23 | 274,104,201 | -3.32% |
| 30 Jun, 23 | 283,526,051 | -1.25% |
| 31 Mar, 23 | 287,108,176 | 1.99% |
| 31 Dec, 22 | 281,509,489 | 0.92% |
| 30 Sep, 22 | 278,947,731 | -0.03% |
| 30 Jun, 22 | 279,036,837 | -5.17% |
| 31 Mar, 22 | 294,248,499 | 2.03% |
| 31 Dec, 21 | 288,383,570 | 0.78% |
| 30 Sep, 21 | 286,163,991 | -0.32% |
| 30 Jun, 21 | 287,079,321 | -0.10% |
| 31 Mar, 21 | 287,371,058 | -2.26% |
| 31 Dec, 20 | 294,022,864 | 8.06% |
| 30 Sep, 20 | 272,089,857 | -2.25% |
| 30 Jun, 20 | 278,346,918 | -4.69% |
| 31 Mar, 20 | 292,043,035 | -0.68% |
| 31 Dec, 19 | 294,053,698 | 0.28% |
| 30 Sep, 19 | 293,235,939 | -1.62% |
| 30 Jun, 19 | 298,056,118 | -0.03% |
| 31 Mar, 19 | 298,158,971 | -0.18% |
| 31 Dec, 18 | 298,696,468 | -0.75% |
| 30 Sep, 18 | 300,967,839 | 0.20% |
| 30 Jun, 18 | 300,353,807 | 0.52% |
| 31 Mar, 18 | 298,802,476 | -1.77% |
| 31 Dec, 17 | 304,188,446 | -0.60% |
| 30 Sep, 17 | 306,011,027 | 0.08% |
| 30 Jun, 17 | 305,755,674 | -0.03% |
| 31 Mar, 17 | 305,832,631 | 2.10% |
| 31 Dec, 16 | 299,544,802 | -3.17% |
| 30 Sep, 16 | 309,364,422 | -0.41% |
| 30 Jun, 16 | 310,648,875 | -2.56% |
| 31 Mar, 16 | 318,797,834 | 5.76% |
| 31 Dec, 15 | 301,431,183 | -0.13% |
| 30 Sep, 15 | 301,831,587 | 0.39% |
| 30 Jun, 15 | 300,670,722 | -4.21% |
| 31 Mar, 15 | 313,899,042 | 6.36% |
| 31 Dec, 14 | 295,130,830 | -1.98% |
| 30 Sep, 14 | 301,082,800 | -0.60% |
| 30 Jun, 14 | 302,904,647 | -0.50% |
| 31 Mar, 14 | 304,436,059 | -1.30% |
| 31 Dec, 13 | 308,435,491 | 2.58% |
| 30 Sep, 13 | 300,667,885 | 2.40% |
| 30 Jun, 13 | 293,607,689 | 138.79% |
| 31 Mar, 13 | 122,955,908 | 4.04% |
| 31 Dec, 12 | 118,176,222 | 9.60% |
| 30 Sep, 12 | 107,821,988 | 11.11% |
| 30 Jun, 12 | 97,042,799 | -12.21% |
| 31 Mar, 12 | 110,543,437 | 23.24% |
| 31 Dec, 11 | 89,694,119 | 2.53% |
| 30 Sep, 11 | 87,479,353 | -34.44% |
| 30 Jun, 11 | 133,440,736 | 11.16% |
| 31 Mar, 11 | 120,044,312 | 16.65% |
| 31 Dec, 10 | 102,913,603 | 47.11% |
| 30 Sep, 10 | 69,958,856 | -25.27% |
| 30 Jun, 10 | 93,610,405 | 6.41% |
| 31 Mar, 10 | 87,974,377 | 16.32% |
| 31 Dec, 09 | 75,633,432 | -21.71% |
| 30 Sep, 09 | 96,602,816 | -1.32% |
| 30 Jun, 09 | 97,890,335 | -1.62% |
| 31 Mar, 09 | 99,500,283 | 4.39% |
| 31 Dec, 08 | 95,313,803 | 34.29% |
| 30 Sep, 08 | 70,977,459 | 88.24% |
| 30 Jun, 08 | 37,704,930 | -15.82% |
| 31 Mar, 08 | 44,791,742 | -29.45% |
| 31 Dec, 07 | 63,484,925 | -76.79% |
| 30 Sep, 07 | 273,526,861 | 528.99% |
| 30 Jun, 07 | 43,486,472 | 47.07% |
| 31 Mar, 07 | 29,567,745 | -29.89% |
| 31 Dec, 06 | 42,175,986 | -15.36% |
| 30 Sep, 06 | 49,828,582 | 7.26% |
| 30 Jun, 06 | 46,456,466 | 7.46% |
| 31 Mar, 06 | 43,231,151 | -1.44% |
| 31 Dec, 05 | 43,861,770 | 4.02% |
| 30 Sep, 05 | 42,166,736 | -7.00% |
| 30 Jun, 05 | 45,341,967 | 10.46% |
| 31 Mar, 05 | 41,049,703 | -22.17% |
| 31 Dec, 04 | 52,744,374 | 126.35% |
| 30 Sep, 04 | 23,302,070 | 1.88% |
| 30 Jun, 04 | 22,871,499 | -5.11% |
| 31 Mar, 04 | 24,102,207 | 22.06% |
| 31 Dec, 03 | 19,746,474 | -0.28% |
| 30 Sep, 03 | 19,802,019 | 13.34% |
| 30 Jun, 03 | 17,471,790 | 19.72% |
| 31 Mar, 03 | 14,593,433 | -20.45% |
| 31 Dec, 02 | 18,345,718 | 4.55% |
| 30 Sep, 02 | 17,546,895 | -20.24% |
| 30 Jun, 02 | 21,999,670 | 17.45% |
| 31 Mar, 02 | 18,731,665 | 44.89% |
| 31 Dec, 01 | 12,928,177 | -19.18% |
| 30 Sep, 01 | 15,997,071 | -29.12% |
| 30 Jun, 01 | 22,569,921 | 36.12% |
| 31 Mar, 01 | 16,581,225 | 6.02% |
| 31 Dec, 00 | 15,639,952 | -25.96% |
| 30 Sep, 00 | 21,122,550 | -10.77% |
| 30 Jun, 00 | 23,672,384 | -4.00% |
| 31 Mar, 00 | 24,658,675 | 62.05% |
| 31 Dec, 99 | 15,217,070 | -43.53% |
| 30 Sep, 99 | 26,945,187 | 5.12% |
| 30 Jun, 99 | 25,633,365 | -86.76% |
| 31 Mar, 99 | 193,668,081 | - |
Simon Property Group (SPG) has 287.48M shares outstanding as of 30 Jun 24, up 5.82% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 88.21% | 1.27% |
| 31 Mar, 24 | 83.36% | 1.06% |
| 31 Dec, 23 | 88.87% | 1.27% |
| 30 Sep, 23 | 83.78% | 1.12% |
| 30 Jun, 23 | 86.65% | 1.12% |
| 31 Mar, 23 | 87.81% | 1.19% |
| 31 Dec, 22 | 85.87% | 1.18% |
| 30 Sep, 22 | 85.23% | 1.18% |
| 30 Jun, 22 | 84.96% | 1.06% |
| 31 Mar, 22 | 89.54% | 1.16% |
| 31 Dec, 21 | 87.76% | 1.16% |
| 30 Sep, 21 | 87.08% | 1.14% |
| 30 Jun, 21 | 87.37% | 1.14% |
| 31 Mar, 21 | 87.48% | 0.96% |
| 31 Dec, 20 | 95.23% | 1.20% |
| 30 Sep, 20 | 88.94% | 1.07% |
| 30 Jun, 20 | 91.00% | 1.00% |
| 31 Mar, 20 | 95.28% | 1.04% |
| 31 Dec, 19 | 95.68% | 1.05% |
| 30 Sep, 19 | 95.43% | 1.02% |
| 30 Jun, 19 | 96.55% | 1.04% |
| 31 Mar, 19 | 96.50% | 1.03% |
| 31 Dec, 18 | 96.57% | 1.02% |
| 30 Sep, 18 | 97.31% | 1.03% |
| 30 Jun, 18 | 97.09% | 1.05% |
| 31 Mar, 18 | 96.21% | 1.00% |
| 31 Dec, 17 | 97.86% | 1.01% |
| 30 Sep, 17 | 98.44% | 1.02% |
| 30 Jun, 17 | 98.13% | 1.03% |
| 31 Mar, 17 | 97.77% | 1.07% |
| 31 Dec, 16 | 95.80% | 0.99% |
| 30 Sep, 16 | 98.45% | 1.00% |
| 30 Jun, 16 | 99.12% | 0.93% |
| 31 Mar, 16 | 103.03% | 1.09% |
| 31 Dec, 15 | 97.20% | 1.02% |
| 30 Sep, 15 | 97.55% | 1.04% |
| 30 Jun, 15 | 96.83% | 0.95% |
| 31 Mar, 15 | 100.90% | 1.12% |
| 31 Dec, 14 | 94.98% | 1.01% |
| 30 Sep, 14 | 96.88% | 1.02% |
| 30 Jun, 14 | 97.48% | 1.01% |
| 31 Mar, 14 | 98.01% | 0.99% |
| 31 Dec, 13 | 99.41% | 1.06% |
| 30 Sep, 13 | 96.89% | 1.08% |
| 30 Jun, 13 | 94.63% | 6.01% |
| 31 Mar, 13 | 39.66% | 2.72% |
| 31 Dec, 12 | 38.19% | 3.04% |
| 30 Sep, 12 | 35.46% | 3.47% |
| 30 Jun, 12 | 31.98% | 2.29% |
| 31 Mar, 12 | 37.38% | 4.00% |
| 31 Dec, 11 | 30.56% | 3.47% |
| 30 Sep, 11 | 29.69% | 1.44% |
| 30 Jun, 11 | 45.45% | 2.71% |
| 31 Mar, 11 | 40.96% | 3.28% |
| 31 Dec, 10 | 35.36% | 6.16% |
| 30 Sep, 10 | 23.96% | 2.34% |
| 30 Jun, 10 | 32.02% | 3.39% |
| 31 Mar, 10 | 30.75% | 4.34% |
| 31 Dec, 09 | 26.62% | 1.95% |
| 30 Sep, 09 | 36.96% | 2.78% |
| 30 Jun, 09 | 36.49% | 2.05% |
| 31 Mar, 09 | 42.18% | 2.36% |
| 31 Dec, 08 | 42.30% | 4.24% |
| 30 Sep, 08 | 31.60% | 11.25% |
| 30 Jun, 08 | 16.76% | 4.17% |
| 31 Mar, 08 | 20.05% | 2.47% |
| 31 Dec, 07 | 28.47% | 0.19% |
| 30 Sep, 07 | 122.60% | 32.36% |
| 30 Jun, 07 | 19.47% | 11.13% |
| 31 Mar, 07 | 13.22% | 3.63% |
| 31 Dec, 06 | 19.09% | 3.72% |
| 30 Sep, 06 | 22.65% | 5.26% |
| 30 Jun, 06 | 20.74% | 5.44% |
| 31 Mar, 06 | 19.53% | 4.97% |
| 31 Dec, 05 | 19.82% | 5.33% |
| 30 Sep, 05 | 19.28% | 4.59% |
| 30 Jun, 05 | 20.50% | 5.86% |
| 31 Mar, 05 | 18.70% | 3.04% |
| 31 Dec, 04 | 24.79% | 19.36% |
| 30 Sep, 04 | 11.31% | 9.36% |
| 30 Jun, 04 | 11.00% | 7.68% |
| 31 Mar, 04 | 11.96% | 11.08% |
| 31 Dec, 03 | 10.39% | 9.14% |
| 30 Sep, 03 | 10.66% | 12.12% |
| 30 Jun, 03 | 9.38% | 15.92% |
| 31 Mar, 03 | 7.68% | 7.92% |
| 31 Dec, 02 | 9.85% | 11.01% |
| 30 Sep, 02 | 9.46% | 5.95% |
| 30 Jun, 02 | 12.61% | 10.88% |
| 31 Mar, 02 | 10.77% | 18.65% |
| 31 Dec, 01 | 7.60% | 8.86% |
| 30 Sep, 01 | 9.26% | 5.41% |
| 30 Jun, 01 | 13.09% | 13.97% |
| 31 Mar, 01 | 9.68% | 11.80% |
| 31 Dec, 00 | 9.06% | 6.05% |
| 30 Sep, 00 | 12.23% | 7.29% |
| 30 Jun, 00 | 12.95% | 7.12% |
| 31 Mar, 00 | 13.49% | 17.34% |
| 31 Dec, 99 | 8.82% | 3.66% |
| 30 Sep, 99 | 15.53% | 7.10% |
| 30 Jun, 99 | 14.79% | 0.12% |
| 31 Mar, 99 | 111.83% | - |
As of 30 Jun 24, Simon Property Group is held by 88.21% institutional shareholders, representing a 1.27% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 511 | -0.20% |
| 31 Mar, 24 | 512 | -0.78% |
| 31 Dec, 23 | 516 | 19.17% |
| 30 Sep, 23 | 433 | -2.91% |
| 30 Jun, 23 | 446 | -9.16% |
| 31 Mar, 23 | 491 | -6.83% |
| 31 Dec, 22 | 527 | 12.37% |
| 30 Sep, 22 | 469 | -6.39% |
| 30 Jun, 22 | 501 | -2.34% |
| 31 Mar, 22 | 513 | -14.78% |
| 31 Dec, 21 | 602 | 25.94% |
| 30 Sep, 21 | 478 | 4.82% |
| 30 Jun, 21 | 456 | -2.56% |
| 31 Mar, 21 | 468 | -0.85% |
| 31 Dec, 20 | 472 | 34.47% |
| 30 Sep, 20 | 351 | 2.63% |
| 30 Jun, 20 | 342 | 0.29% |
| 31 Mar, 20 | 341 | -11.43% |
| 31 Dec, 19 | 385 | 2.39% |
| 30 Sep, 19 | 376 | 4.44% |
| 30 Jun, 19 | 360 | -13.25% |
| 31 Mar, 19 | 415 | 1.22% |
| 31 Dec, 18 | 410 | 25.77% |
| 30 Sep, 18 | 326 | -4.68% |
| 30 Jun, 18 | 342 | 10.68% |
| 31 Mar, 18 | 309 | -4.92% |
| 31 Dec, 17 | 325 | 6.21% |
| 30 Sep, 17 | 306 | 4.08% |
| 30 Jun, 17 | 294 | -3.61% |
| 31 Mar, 17 | 305 | -9.50% |
| 31 Dec, 16 | 337 | 10.13% |
| 30 Sep, 16 | 306 | -11.82% |
| 30 Jun, 16 | 347 | 6.77% |
| 31 Mar, 16 | 325 | 6.91% |
| 31 Dec, 15 | 304 | 0.33% |
| 30 Sep, 15 | 303 | 7.07% |
| 30 Jun, 15 | 283 | 8.02% |
| 31 Mar, 15 | 262 | -25.57% |
| 31 Dec, 14 | 352 | 30.37% |
| 30 Sep, 14 | 270 | -6.57% |
| 30 Jun, 14 | 289 | 3.21% |
| 31 Mar, 14 | 280 | 8.53% |
| 31 Dec, 13 | 258 | 0.39% |
| 30 Sep, 13 | 257 | -37.16% |
| 30 Jun, 13 | 409 | 200.74% |
| 31 Mar, 13 | 136 | 9.68% |
| 31 Dec, 12 | 124 | -10.14% |
| 30 Sep, 12 | 138 | 11.29% |
| 30 Jun, 12 | 124 | 8.77% |
| 31 Mar, 12 | 114 | 4.59% |
| 31 Dec, 11 | 109 | 4.81% |
| 30 Sep, 11 | 104 | 7.22% |
| 30 Jun, 11 | 97 | - |
| 31 Mar, 11 | 97 | 15.48% |
| 31 Dec, 10 | 84 | 5.00% |
| 30 Sep, 10 | 80 | -11.11% |
| 30 Jun, 10 | 90 | 8.43% |
| 31 Mar, 10 | 83 | -6.74% |
| 31 Dec, 09 | 89 | -1.11% |
| 30 Sep, 09 | 90 | -6.25% |
| 30 Jun, 09 | 96 | 3.23% |
| 31 Mar, 09 | 93 | - |
| 31 Dec, 08 | 93 | 34.78% |
| 30 Sep, 08 | 69 | -1.43% |
| 30 Jun, 08 | 70 | -2.78% |
| 31 Mar, 08 | 72 | -2.70% |
| 31 Dec, 07 | 74 | 21.31% |
| 30 Sep, 07 | 61 | 10.91% |
| 30 Jun, 07 | 55 | -5.17% |
| 31 Mar, 07 | 58 | -13.43% |
| 31 Dec, 06 | 67 | 26.42% |
| 30 Sep, 06 | 53 | 20.45% |
| 30 Jun, 06 | 44 | -42.86% |
| 31 Mar, 06 | 77 | 37.50% |
| 31 Dec, 05 | 56 | 9.80% |
| 30 Sep, 05 | 51 | -10.53% |
| 30 Jun, 05 | 57 | 18.75% |
| 31 Mar, 05 | 48 | -7.69% |
| 31 Dec, 04 | 52 | 10.64% |
| 30 Sep, 04 | 47 | 11.90% |
| 30 Jun, 04 | 42 | - |
| 31 Mar, 04 | 42 | 13.51% |
| 31 Dec, 03 | 37 | 23.33% |
| 30 Sep, 03 | 30 | -9.09% |
| 30 Jun, 03 | 33 | 17.86% |
| 31 Mar, 03 | 28 | -20.00% |
| 31 Dec, 02 | 35 | 29.63% |
| 30 Sep, 02 | 27 | -12.90% |
| 30 Jun, 02 | 31 | 55.00% |
| 31 Mar, 02 | 20 | 53.85% |
| 31 Dec, 01 | 13 | - |
| 30 Sep, 01 | 13 | -35.00% |
| 30 Jun, 01 | 20 | -4.76% |
| 31 Mar, 01 | 21 | 110.00% |
| 31 Dec, 00 | 10 | 11.11% |
| 30 Sep, 00 | 9 | -59.09% |
| 30 Jun, 00 | 22 | 29.41% |
| 31 Mar, 00 | 17 | 70.00% |
| 31 Dec, 99 | 10 | -16.67% |
| 30 Sep, 99 | 12 | -14.29% |
| 30 Jun, 99 | 14 | -41.67% |
| 31 Mar, 99 | 24 | - |
511 institutional shareholders have increased their position in SPG stock as of 30 Jun 24 compared to 512 in the previous quarter (a -0.20% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 353 | -7.83% |
| 31 Mar, 24 | 383 | -1.29% |
| 31 Dec, 23 | 388 | 9.30% |
| 30 Sep, 23 | 355 | -1.11% |
| 30 Jun, 23 | 359 | 8.79% |
| 31 Mar, 23 | 330 | -1.20% |
| 31 Dec, 22 | 334 | 13.22% |
| 30 Sep, 22 | 295 | -4.22% |
| 30 Jun, 22 | 308 | -11.24% |
| 31 Mar, 22 | 347 | 9.12% |
| 31 Dec, 21 | 318 | 7.80% |
| 30 Sep, 21 | 295 | 0.34% |
| 30 Jun, 21 | 294 | 11.79% |
| 31 Mar, 21 | 263 | 17.41% |
| 31 Dec, 20 | 224 | 2.75% |
| 30 Sep, 20 | 218 | -17.11% |
| 30 Jun, 20 | 263 | 3.54% |
| 31 Mar, 20 | 254 | -16.99% |
| 31 Dec, 19 | 306 | 3.03% |
| 30 Sep, 19 | 297 | -1.66% |
| 30 Jun, 19 | 302 | 7.09% |
| 31 Mar, 19 | 282 | 2.92% |
| 31 Dec, 18 | 274 | -7.12% |
| 30 Sep, 18 | 295 | 8.06% |
| 30 Jun, 18 | 273 | -4.88% |
| 31 Mar, 18 | 287 | 10.81% |
| 31 Dec, 17 | 259 | 1.57% |
| 30 Sep, 17 | 255 | -13.56% |
| 30 Jun, 17 | 295 | -0.34% |
| 31 Mar, 17 | 296 | 10.86% |
| 31 Dec, 16 | 267 | 2.30% |
| 30 Sep, 16 | 261 | 21.40% |
| 30 Jun, 16 | 215 | -4.02% |
| 31 Mar, 16 | 224 | -8.94% |
| 31 Dec, 15 | 246 | 4.24% |
| 30 Sep, 15 | 236 | -0.42% |
| 30 Jun, 15 | 237 | -14.13% |
| 31 Mar, 15 | 276 | 28.37% |
| 31 Dec, 14 | 215 | -1.38% |
| 30 Sep, 14 | 218 | 5.31% |
| 30 Jun, 14 | 207 | - |
| 31 Mar, 14 | 207 | -10.78% |
| 31 Dec, 13 | 232 | 7.41% |
| 30 Sep, 13 | 216 | 101.87% |
| 30 Jun, 13 | 107 | 24.42% |
| 31 Mar, 13 | 86 | -4.44% |
| 31 Dec, 12 | 90 | 12.50% |
| 30 Sep, 12 | 80 | 5.26% |
| 30 Jun, 12 | 76 | 1.33% |
| 31 Mar, 12 | 75 | 4.17% |
| 31 Dec, 11 | 72 | 16.13% |
| 30 Sep, 11 | 62 | 3.33% |
| 30 Jun, 11 | 60 | 11.11% |
| 31 Mar, 11 | 54 | -10.00% |
| 31 Dec, 10 | 60 | 11.11% |
| 30 Sep, 10 | 54 | 8.00% |
| 30 Jun, 10 | 50 | 4.17% |
| 31 Mar, 10 | 48 | 2.13% |
| 31 Dec, 09 | 47 | 9.30% |
| 30 Sep, 09 | 43 | 10.26% |
| 30 Jun, 09 | 39 | 25.81% |
| 31 Mar, 09 | 31 | -11.43% |
| 31 Dec, 08 | 35 | -12.50% |
| 30 Sep, 08 | 40 | 17.65% |
| 30 Jun, 08 | 34 | -8.11% |
| 31 Mar, 08 | 37 | 19.35% |
| 31 Dec, 07 | 31 | -16.22% |
| 30 Sep, 07 | 37 | 12.12% |
| 30 Jun, 07 | 33 | 6.45% |
| 31 Mar, 07 | 31 | 6.90% |
| 31 Dec, 06 | 29 | 3.57% |
| 30 Sep, 06 | 28 | -28.21% |
| 30 Jun, 06 | 39 | 25.81% |
| 31 Mar, 06 | 31 | -11.43% |
| 31 Dec, 05 | 35 | -2.78% |
| 30 Sep, 05 | 36 | 100.00% |
| 30 Jun, 05 | 18 | -30.77% |
| 31 Mar, 05 | 26 | 62.50% |
| 31 Dec, 04 | 16 | -11.11% |
| 30 Sep, 04 | 18 | 20.00% |
| 30 Jun, 04 | 15 | -37.50% |
| 31 Mar, 04 | 24 | 14.29% |
| 31 Dec, 03 | 21 | 5.00% |
| 30 Sep, 03 | 20 | 53.85% |
| 30 Jun, 03 | 13 | - |
| 31 Mar, 03 | 13 | 30.00% |
| 31 Dec, 02 | 10 | - |
| 30 Sep, 02 | 10 | 42.86% |
| 30 Jun, 02 | 7 | - |
| 31 Mar, 02 | 7 | 40.00% |
| 31 Dec, 01 | 5 | -28.57% |
| 30 Sep, 01 | 7 | 40.00% |
| 30 Jun, 01 | 5 | -16.67% |
| 31 Mar, 01 | 6 | -25.00% |
| 31 Dec, 00 | 8 | -11.11% |
| 30 Sep, 00 | 9 | 350.00% |
| 30 Jun, 00 | 2 | 100.00% |
| 31 Mar, 00 | 1 | -80.00% |
| 31 Dec, 99 | 5 | 25.00% |
| 30 Sep, 99 | 4 | - |
| 30 Jun, 99 | 4 | - |
| 31 Mar, 99 | - | - |
353 institutional shareholders have reduced their position in SPG stock as of 30 Jun 24 compared to 383 in the previous quarter (a -7.83% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 1,088 | -3.63% | 287,478,388 | 5.82% | 88.21% | 1.27% | 511 | -0.20% | 353 | -7.83% |
| 31 Mar, 24 | 1,129 | 2.36% | 271,673,083 | -6.21% | 83.36% | 1.06% | 512 | -0.78% | 383 | -1.29% |
| 31 Dec, 23 | 1,103 | 7.71% | 289,655,316 | 5.67% | 88.87% | 1.27% | 516 | 19.17% | 388 | 9.30% |
| 30 Sep, 23 | 1,024 | 0.59% | 274,104,201 | -3.32% | 83.78% | 1.12% | 433 | -2.91% | 355 | -1.11% |
| 30 Jun, 23 | 1,018 | 0.30% | 283,526,051 | -1.25% | 86.65% | 1.12% | 446 | -9.16% | 359 | 8.79% |
| 31 Mar, 23 | 1,015 | -1.07% | 287,108,176 | 1.99% | 87.81% | 1.19% | 491 | -6.83% | 330 | -1.20% |
| 31 Dec, 22 | 1,026 | 8.00% | 281,509,489 | 0.92% | 85.87% | 1.18% | 527 | 12.37% | 334 | 13.22% |
| 30 Sep, 22 | 950 | -1.76% | 278,947,731 | -0.03% | 85.23% | 1.18% | 469 | -6.39% | 295 | -4.22% |
| 30 Jun, 22 | 967 | -6.93% | 279,036,837 | -5.17% | 84.96% | 1.06% | 501 | -2.34% | 308 | -11.24% |
| 31 Mar, 22 | 1,039 | -5.11% | 294,248,499 | 2.03% | 89.54% | 1.16% | 513 | -14.78% | 347 | 9.12% |
| 31 Dec, 21 | 1,095 | 14.30% | 288,383,570 | 0.78% | 87.76% | 1.16% | 602 | 25.94% | 318 | 7.80% |
| 30 Sep, 21 | 958 | 1.59% | 286,163,991 | -0.32% | 87.08% | 1.14% | 478 | 4.82% | 295 | 0.34% |
| 30 Jun, 21 | 943 | 6.80% | 287,079,321 | -0.10% | 87.37% | 1.14% | 456 | -2.56% | 294 | 11.79% |
| 31 Mar, 21 | 883 | 4.99% | 287,371,058 | -2.26% | 87.48% | 0.96% | 468 | -0.85% | 263 | 17.41% |
| 31 Dec, 20 | 841 | 15.05% | 294,022,864 | 8.06% | 95.23% | 1.20% | 472 | 34.47% | 224 | 2.75% |
| 30 Sep, 20 | 731 | -0.27% | 272,089,857 | -2.25% | 88.94% | 1.07% | 351 | 2.63% | 218 | -17.11% |
| 30 Jun, 20 | 733 | 3.39% | 278,346,918 | -4.69% | 91.00% | 1.00% | 342 | 0.29% | 263 | 3.54% |
| 31 Mar, 20 | 709 | -15.09% | 292,043,035 | -0.68% | 95.28% | 1.04% | 341 | -11.43% | 254 | -16.99% |
| 31 Dec, 19 | 835 | 1.95% | 294,053,698 | 0.28% | 95.68% | 1.05% | 385 | 2.39% | 306 | 3.03% |
| 30 Sep, 19 | 819 | 0.37% | 293,235,939 | -1.62% | 95.43% | 1.02% | 376 | 4.44% | 297 | -1.66% |
| 30 Jun, 19 | 816 | -5.12% | 298,056,118 | -0.03% | 96.55% | 1.04% | 360 | -13.25% | 302 | 7.09% |
| 31 Mar, 19 | 860 | 2.75% | 298,158,971 | -0.18% | 96.50% | 1.03% | 415 | 1.22% | 282 | 2.92% |
| 31 Dec, 18 | 837 | 5.28% | 298,696,468 | -0.75% | 96.57% | 1.02% | 410 | 25.77% | 274 | -7.12% |
| 30 Sep, 18 | 795 | 2.98% | 300,967,839 | 0.20% | 97.31% | 1.03% | 326 | -4.68% | 295 | 8.06% |
| 30 Jun, 18 | 772 | 3.90% | 300,353,807 | 0.52% | 97.09% | 1.05% | 342 | 10.68% | 273 | -4.88% |
| 31 Mar, 18 | 743 | 0.27% | 298,802,476 | -1.77% | 96.21% | 1.00% | 309 | -4.92% | 287 | 10.81% |
| 31 Dec, 17 | 741 | 4.96% | 304,188,446 | -0.60% | 97.86% | 1.01% | 325 | 6.21% | 259 | 1.57% |
| 30 Sep, 17 | 706 | -2.08% | 306,011,027 | 0.08% | 98.44% | 1.02% | 306 | 4.08% | 255 | -13.56% |
| 30 Jun, 17 | 721 | -2.17% | 305,755,674 | -0.03% | 98.13% | 1.03% | 294 | -3.61% | 295 | -0.34% |
| 31 Mar, 17 | 737 | -2.12% | 305,832,631 | 2.10% | 97.77% | 1.07% | 305 | -9.50% | 296 | 10.86% |
| 31 Dec, 16 | 753 | 1.21% | 299,544,802 | -3.17% | 95.80% | 0.99% | 337 | 10.13% | 267 | 2.30% |
| 30 Sep, 16 | 744 | 1.64% | 309,364,422 | -0.41% | 98.45% | 1.00% | 306 | -11.82% | 261 | 21.40% |
| 30 Jun, 16 | 732 | 5.17% | 310,648,875 | -2.56% | 99.12% | 0.93% | 347 | 6.77% | 215 | -4.02% |
| 31 Mar, 16 | 696 | -1.97% | 318,797,834 | 5.76% | 103.03% | 1.09% | 325 | 6.91% | 224 | -8.94% |
| 31 Dec, 15 | 710 | 1.14% | 301,431,183 | -0.13% | 97.20% | 1.02% | 304 | 0.33% | 246 | 4.24% |
| 30 Sep, 15 | 702 | 3.69% | 301,831,587 | 0.39% | 97.55% | 1.04% | 303 | 7.07% | 236 | -0.42% |
| 30 Jun, 15 | 677 | -3.97% | 300,670,722 | -4.21% | 96.83% | 0.95% | 283 | 8.02% | 237 | -14.13% |
| 31 Mar, 15 | 705 | -1.95% | 313,899,042 | 6.36% | 100.90% | 1.12% | 262 | -25.57% | 276 | 28.37% |
| 31 Dec, 14 | 719 | 12.34% | 295,130,830 | -1.98% | 94.98% | 1.01% | 352 | 30.37% | 215 | -1.38% |
| 30 Sep, 14 | 640 | 1.27% | 301,082,800 | -0.60% | 96.88% | 1.02% | 270 | -6.57% | 218 | 5.31% |
| 30 Jun, 14 | 632 | 3.61% | 302,904,647 | -0.50% | 97.48% | 1.01% | 289 | 3.21% | 207 | - |
| 31 Mar, 14 | 610 | -0.97% | 304,436,059 | -1.30% | 98.01% | 0.99% | 280 | 8.53% | 207 | -10.78% |
| 31 Dec, 13 | 616 | 4.05% | 308,435,491 | 2.58% | 99.41% | 1.06% | 258 | 0.39% | 232 | 7.41% |
| 30 Sep, 13 | 592 | 1.20% | 300,667,885 | 2.40% | 96.89% | 1.08% | 257 | -37.16% | 216 | 101.87% |
| 30 Jun, 13 | 585 | 122.43% | 293,607,689 | 138.79% | 94.63% | 6.01% | 409 | 200.74% | 107 | 24.42% |
| 31 Mar, 13 | 263 | 1.15% | 122,955,908 | 4.04% | 39.66% | 2.72% | 136 | 9.68% | 86 | -4.44% |
| 31 Dec, 12 | 260 | -4.41% | 118,176,222 | 9.60% | 38.19% | 3.04% | 124 | -10.14% | 90 | 12.50% |
| 30 Sep, 12 | 272 | 17.24% | 107,821,988 | 11.11% | 35.46% | 3.47% | 138 | 11.29% | 80 | 5.26% |
| 30 Jun, 12 | 232 | 3.57% | 97,042,799 | -12.21% | 31.98% | 2.29% | 124 | 8.77% | 76 | 1.33% |
| 31 Mar, 12 | 224 | 2.28% | 110,543,437 | 23.24% | 37.38% | 4.00% | 114 | 4.59% | 75 | 4.17% |
| 31 Dec, 11 | 219 | 11.17% | 89,694,119 | 2.53% | 30.56% | 3.47% | 109 | 4.81% | 72 | 16.13% |
| 30 Sep, 11 | 197 | 4.79% | 87,479,353 | -34.44% | 29.69% | 1.44% | 104 | 7.22% | 62 | 3.33% |
| 30 Jun, 11 | 188 | 3.87% | 133,440,736 | 11.16% | 45.45% | 2.71% | 97 | - | 60 | 11.11% |
| 31 Mar, 11 | 181 | 1.12% | 120,044,312 | 16.65% | 40.96% | 3.28% | 97 | 15.48% | 54 | -10.00% |
| 31 Dec, 10 | 179 | 9.15% | 102,913,603 | 47.11% | 35.36% | 6.16% | 84 | 5.00% | 60 | 11.11% |
| 30 Sep, 10 | 164 | -0.61% | 69,958,856 | -25.27% | 23.96% | 2.34% | 80 | -11.11% | 54 | 8.00% |
| 30 Jun, 10 | 165 | 5.77% | 93,610,405 | 6.41% | 32.02% | 3.39% | 90 | 8.43% | 50 | 4.17% |
| 31 Mar, 10 | 156 | 6.85% | 87,974,377 | 16.32% | 30.75% | 4.34% | 83 | -6.74% | 48 | 2.13% |
| 31 Dec, 09 | 146 | 2.10% | 75,633,432 | -21.71% | 26.62% | 1.95% | 89 | -1.11% | 47 | 9.30% |
| 30 Sep, 09 | 143 | -1.38% | 96,602,816 | -1.32% | 36.96% | 2.78% | 90 | -6.25% | 43 | 10.26% |
| 30 Jun, 09 | 145 | 8.21% | 97,890,335 | -1.62% | 36.49% | 2.05% | 96 | 3.23% | 39 | 25.81% |
| 31 Mar, 09 | 134 | -4.96% | 99,500,283 | 4.39% | 42.18% | 2.36% | 93 | - | 31 | -11.43% |
| 31 Dec, 08 | 141 | 8.46% | 95,313,803 | 34.29% | 42.30% | 4.24% | 93 | 34.78% | 35 | -12.50% |
| 30 Sep, 08 | 130 | 5.69% | 70,977,459 | 88.24% | 31.60% | 11.25% | 69 | -1.43% | 40 | 17.65% |
| 30 Jun, 08 | 123 | -5.38% | 37,704,930 | -15.82% | 16.76% | 4.17% | 70 | -2.78% | 34 | -8.11% |
| 31 Mar, 08 | 130 | 2.36% | 44,791,742 | -29.45% | 20.05% | 2.47% | 72 | -2.70% | 37 | 19.35% |
| 31 Dec, 07 | 127 | 7.63% | 63,484,925 | -76.79% | 28.47% | 0.19% | 74 | 21.31% | 31 | -16.22% |
| 30 Sep, 07 | 118 | 10.28% | 273,526,861 | 528.99% | 122.60% | 32.36% | 61 | 10.91% | 37 | 12.12% |
| 30 Jun, 07 | 107 | -2.73% | 43,486,472 | 47.07% | 19.47% | 11.13% | 55 | -5.17% | 33 | 6.45% |
| 31 Mar, 07 | 110 | -0.90% | 29,567,745 | -29.89% | 13.22% | 3.63% | 58 | -13.43% | 31 | 6.90% |
| 31 Dec, 06 | 111 | 14.43% | 42,175,986 | -15.36% | 19.09% | 3.72% | 67 | 26.42% | 29 | 3.57% |
| 30 Sep, 06 | 97 | -5.83% | 49,828,582 | 7.26% | 22.65% | 5.26% | 53 | 20.45% | 28 | -28.21% |
| 30 Jun, 06 | 103 | -18.25% | 46,456,466 | 7.46% | 20.74% | 5.44% | 44 | -42.86% | 39 | 25.81% |
| 31 Mar, 06 | 126 | 26.00% | 43,231,151 | -1.44% | 19.53% | 4.97% | 77 | 37.50% | 31 | -11.43% |
| 31 Dec, 05 | 100 | 1.01% | 43,861,770 | 4.02% | 19.82% | 5.33% | 56 | 9.80% | 35 | -2.78% |
| 30 Sep, 05 | 99 | 5.32% | 42,166,736 | -7.00% | 19.28% | 4.59% | 51 | -10.53% | 36 | 100.00% |
| 30 Jun, 05 | 94 | 8.05% | 45,341,967 | 10.46% | 20.50% | 5.86% | 57 | 18.75% | 18 | -30.77% |
| 31 Mar, 05 | 87 | 8.75% | 41,049,703 | -22.17% | 18.70% | 3.04% | 48 | -7.69% | 26 | 62.50% |
| 31 Dec, 04 | 80 | 8.11% | 52,744,374 | 126.35% | 24.79% | 19.36% | 52 | 10.64% | 16 | -11.11% |
| 30 Sep, 04 | 74 | 15.63% | 23,302,070 | 1.88% | 11.31% | 9.36% | 47 | 11.90% | 18 | 20.00% |
| 30 Jun, 04 | 64 | -12.33% | 22,871,499 | -5.11% | 11.00% | 7.68% | 42 | - | 15 | -37.50% |
| 31 Mar, 04 | 73 | 10.61% | 24,102,207 | 22.06% | 11.96% | 11.08% | 42 | 13.51% | 24 | 14.29% |
| 31 Dec, 03 | 66 | 6.45% | 19,746,474 | -0.28% | 10.39% | 9.14% | 37 | 23.33% | 21 | 5.00% |
| 30 Sep, 03 | 62 | 16.98% | 19,802,019 | 13.34% | 10.66% | 12.12% | 30 | -9.09% | 20 | 53.85% |
| 30 Jun, 03 | 53 | 6.00% | 17,471,790 | 19.72% | 9.38% | 15.92% | 33 | 17.86% | 13 | - |
| 31 Mar, 03 | 50 | -3.85% | 14,593,433 | -20.45% | 7.68% | 7.92% | 28 | -20.00% | 13 | 30.00% |
| 31 Dec, 02 | 52 | 26.83% | 18,345,718 | 4.55% | 9.85% | 11.01% | 35 | 29.63% | 10 | - |
| 30 Sep, 02 | 41 | -4.65% | 17,546,895 | -20.24% | 9.46% | 5.95% | 27 | -12.90% | 10 | 42.86% |
| 30 Jun, 02 | 43 | 43.33% | 21,999,670 | 17.45% | 12.61% | 10.88% | 31 | 55.00% | 7 | - |
| 31 Mar, 02 | 30 | 57.89% | 18,731,665 | 44.89% | 10.77% | 18.65% | 20 | 53.85% | 7 | 40.00% |
| 31 Dec, 01 | 19 | -17.39% | 12,928,177 | -19.18% | 7.60% | 8.86% | 13 | - | 5 | -28.57% |
| 30 Sep, 01 | 23 | -25.81% | 15,997,071 | -29.12% | 9.26% | 5.41% | 13 | -35.00% | 7 | 40.00% |
| 30 Jun, 01 | 31 | 3.33% | 22,569,921 | 36.12% | 13.09% | 13.97% | 20 | -4.76% | 5 | -16.67% |
| 31 Mar, 01 | 30 | 36.36% | 16,581,225 | 6.02% | 9.68% | 11.80% | 21 | 110.00% | 6 | -25.00% |
| 31 Dec, 00 | 22 | -8.33% | 15,639,952 | -25.96% | 9.06% | 6.05% | 10 | 11.11% | 8 | -11.11% |
| 30 Sep, 00 | 24 | -17.24% | 21,122,550 | -10.77% | 12.23% | 7.29% | 9 | -59.09% | 9 | 350.00% |
| 30 Jun, 00 | 29 | 31.82% | 23,672,384 | -4.00% | 12.95% | 7.12% | 22 | 29.41% | 2 | 100.00% |
| 31 Mar, 00 | 22 | -4.35% | 24,658,675 | 62.05% | 13.49% | 17.34% | 17 | 70.00% | 1 | -80.00% |
| 31 Dec, 99 | 23 | - | 15,217,070 | -43.53% | 8.82% | 3.66% | 10 | -16.67% | 5 | 25.00% |
| 30 Sep, 99 | 23 | -8.00% | 26,945,187 | 5.12% | 15.53% | 7.10% | 12 | -14.29% | 4 | - |
| 30 Jun, 99 | 25 | - | 25,633,365 | -86.76% | 14.79% | 0.12% | 14 | -41.67% | 4 | - |
| 31 Mar, 99 | 25 | - | 193,668,081 | - | 111.83% | - | 24 | - | - | - |
Simon Property Group Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
All Insider Owners Trades
The last insider buy of SPG was made by LEIBOWITZ REUBEN S on Jul 02 2024, buying 486 shares at $150.17 per share (worth $72.98K).
Simon Property Group Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 30 | 7 | 428.57% |
| Q1 2024 | 33 | 24 | 137.50% |
| Q4 2023 | 10 | 1 | 1000.00% |
| Q3 2023 | 11 | - | - |
| Q2 2023 | 29 | 5 | 580.00% |
| Q1 2023 | 31 | 15 | 206.67% |
| Q4 2022 | 12 | 1 | 1200.00% |
| Q3 2022 | 12 | 5 | 240.00% |
| Q2 2022 | 24 | 2 | 1200.00% |
| Q1 2022 | 33 | 12 | 275.00% |
| Q4 2021 | 11 | 2 | 550.00% |
| Q3 2021 | 20 | - | - |
| Q2 2021 | 21 | 2 | 1050.00% |
| Q1 2021 | 20 | - | - |
| Q4 2020 | 19 | - | - |
| Q3 2020 | 12 | - | - |
| Q2 2020 | 15 | 2 | 750.00% |
| Q1 2020 | 20 | 1 | 2000.00% |
| Q4 2019 | 1 | 1 | 100.00% |
| Q3 2019 | 1 | - | - |
30 total buy trades, and 7 total sell trades (buy/sell ratio of 4.29%) were made by Simon Property Group's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 11 | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | 10 | - | - |
| Q3 2023 | 11 | - | - |
| Q2 2023 | 10 | - | - |
| Q1 2023 | 11 | - | - |
| Q4 2022 | 11 | - | - |
| Q3 2022 | 11 | - | - |
| Q2 2022 | 11 | - | - |
| Q1 2022 | 11 | - | - |
| Q4 2021 | 10 | - | - |
| Q3 2021 | 20 | - | - |
| Q2 2021 | 11 | - | - |
| Q1 2021 | 11 | - | - |
| Q4 2020 | 11 | - | - |
| Q3 2020 | 11 | - | - |
| Q2 2020 | 1 | - | - |
| Q1 2020 | 12 | - | - |
| Q4 2019 | - | - | - |
| Q3 2019 | - | - | - |
As of Q2 2024, Insider owners conducted 11 open market buy trades and 0 open market sell trades of Simon Property Group's stocks.
Simon Property Group Peer Ownership
| Ticker | Company |
|---|---|
| ADC | Agree Realty Corporation |
| GTY | Getty Realty Corp. |
| SITC | SITE Centers Corp. |
| BRX | Brixmor Property Group Inc. |
| FRT | Federal Realty Investment Trust |
| SKT | Tanger Factory Outlet Centers, Inc. |
| REG | Regency Centers Corporation |
| O | Realty Income Corporation |
| NTST | NETSTREIT Corp. |
| NNN | National Retail Properties, Inc. |
| KIM | Kimco Realty Corporation |
SPG Ownership FAQ
Who Owns Simon Property Group?
Simon Property Group is owned by institutional shareholders (88.21%), insiders (0.95%), and public (10.84%). The largest institutional shareholder of Simon Property Group is VANGUARD GROUP INC (14.17% of total shares) and the top mutual fund owner is SCHRODER GLOBAL SERIES TRUST (10.68% of total shares).
Who are the major institutional shareholders of Simon Property Group?
Simon Property Group's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, COHEN & STEERS, INC., and NORGES BANK. The top five shareholders own together 42.15% of the company's share outstanding.
How many Simon Property Group shareholders are there?
As of Jun 2024, there are 1,088 institutional shareholders of Simon Property Group.
What percentage of Simon Property Group is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 46.18M shares of Simon Property Group, representing 14.17% of the company's total shares outstanding, valued at $7.01B (as of Jun 2024).
What percentage of Simon Property Group is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 33.82M shares of Simon Property Group (SPG), compromising 10.38% of the company, valued at $5.13B.
What percentage of Simon Property Group is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of Simon Property Group. The company owns 21.41M of the company's shares outstanding (worth $3.25T).