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SIMON PPTY GROUP INC NEW
SIMON PPTY GROUP INC NEW. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 642 Institutional holders with a total value of $50,469,271,338.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SUMMIT SECURITIES GROUP LLC 3 0 0.00% Put
2 JFS WEALTH ADVISORS, LLC 7 1,000 0.00%
3 Catalyst Capital Advisors LLC 7 1,000 0.00%
4 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6 1,000 0.00%
5 MassMutual Private Wealth & Trust, FSB 9 1,480 0.00%
6 HOWE & RUSLING INC 10 2,000 0.00%
7 NEW YORK LIFE TRUST CO 12 2,000 0.00%
8 Ranger International Management, LP 17 3,000 0.00%
9 SMITH ASSET MANAGEMENT GROUP LP 16 3,000 0.00%
10 Lenox Wealth Advisors, LLC 25 4,000 0.00%
11 SIGNATUREFD, LLC 28 5,000 0.00%
12 ALPHA WINDWARD LLC 38 6,000 0.00%
13 Ledyard National Bank 37 6,000 0.00%
14 ACADIAN ASSET MANAGEMENT LLC 44 7,000 0.00%
15 KANALY TRUST CO 41 7,000 0.00%
16 MCF Advisors LLC 49 8,000 0.00%
17 TCI Wealth Advisors, Inc. 49 8,000 0.00%
18 CAPITAL GUARDIAN TRUST CO 55 9,000 0.00%
19 Alexandria Capital, LLC 57 9,000 0.00%
20 FIRST NATIONAL BANK SIOUX FALLS 57 9,000 0.00%
21 COLONY GROUP LLC 62 10,000 0.00%
22 CKW FINANCIAL GROUP 58 10,000 0.00%
23 Bluefin Trading, LLC 80,300 11,000 0.00% Call
24 Plante Moran Financial Advisors, LLC 67 11,000 0.00%
25 WOLVERINE ASSET MANAGEMENT LLC 20 12,000 0.00% Put
26 Vantage Investment Advisors, LLC 100 16,000 0.00%
27 Index Management Solutions, LLC 95 16,000 0.00%
28 HABERER REGISTERED INVESTMENT ADVISOR INC 100 16,000 0.00% SH
29 WealthTrust-Arizona, LLC 100 16,000 0.00%
30 BENJAMIN F. EDWARDS & COMPANY, INC. 102 17,000 0.00%
31 MONETARY MANAGEMENT GROUP INC 105 17,000 0.00%
32 Tarbox Family Office, Inc. 104 17,000 0.00%
33 ENTERPRISE FINANCIAL SERVICES CORP 104 17,000 0.00%
34 Carroll Financial Associates, Inc. 100 18,000 0.00%
35 Hudock, Inc. 118 19,000 0.00%
36 Johnson Financial Group, Inc. 122 20,000 0.00%
37 TRUST DEPARTMENT MB FINANCIAL BANK N A 130 21,000 0.00%
38 Sandy Spring Bank 125 21,000 0.00%
39 JNBA Financial Advisors 134 22,000 0.00%
40 WOLVERINE ASSET MANAGEMENT LLC 50 23,000 0.00% Call
41 ATWOOD & PALMER INC 155 25,000 0.00%
42 PATHSTONE FAMILY OFFICE, LLC 153 25,000 0.00%
43 Focused Wealth Management, Inc 156 26,000 0.00%
44 BRAVE ASSET MANAGEMENT INC 171 28,000 0.00%
45 One Capital Management, LLC 175 29,000 0.00%
46 THOMPSON DAVIS & CO., INC. 192 32,000 0.00%
47 OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 200 33,000 0.00%
48 Parasol Investment Management, LLC 200 33,000 0.00%
49 Financial Architects, Inc 205 34,000 0.00%
50 D'Orazio & Associates, Inc. 207 34,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.