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 |
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 |
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 |
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 |
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 |
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 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 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 | - |
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 | - |
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% | - |
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 | - |
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 | - | - |
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
Date | Name | Relation | Role | Transaction |
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