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SIMON PROPERTY GROUP
SIMON PROPERTY GROUP. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 706 Institutional holders with a total value of $62,057,718,710.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Catalyst Capital Advisors LLC 7 1,000 0.00%
2 JFS WEALTH ADVISORS, LLC 7 1,000 0.00%
3 Regal Investment Advisors LLC 6 1,000 0.00%
4 HOWE & RUSLING INC 10 2,000 0.00%
5 Ranger International Management, LP 17 3,000 0.00%
6 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 21 4,000 0.00%
7 Gemmer Asset Management LLC 33 6,000 0.00%
8 Chicago Partners Investment Group LLC 35 6,000 0.00%
9 COLONY GROUP LLC 29 6,000 0.00%
10 WEALTHCARE CAPITAL MANAGEMENT LLC 32 6,000 0.00%
11 ALPHA WINDWARD LLC 38 7,000 0.00%
12 STANCORP INVESTMENT ADVISERS INC 35 7,000 0.00%
13 Ledyard National Bank 37 7,000 0.00%
14 PineBridge Investments, L.P. 43 8,000 0.00%
15 EXANE DERIVATIVES 44 8,608 0.00%
16 MARINER WEALTH ADVISORS-NYC, LLC 46 9,000 0.00%
17 NEXT Financial Group, Inc 50 9,000 0.00%
18 TCI Wealth Advisors, Inc. 49 10,000 0.00%
19 MCF Advisors LLC 50 10,000 0.00%
20 FIRST NATIONAL BANK SIOUX FALLS 57 11,000 0.00%
21 First Personal Financial Services 55 11,000 0.00%
22 Winfield Associates, Inc. 62 12,000 0.00%
23 Index Management Solutions, LLC 60 12,000 0.00%
24 CKW FINANCIAL GROUP 59 12,000 0.00%
25 RATIONAL ADVISORS, INC. 66 13,000 0.00%
26 KANALY TRUST CO 64 13,000 0.00%
27 Plante Moran Financial Advisors, LLC 67 13,000 0.00%
28 CT Financial Advisors LLC 76 14,869 0.00%
29 Evercore Wealth Management, LLC 80 16,000 0.00%
30 HABERER REGISTERED INVESTMENT ADVISOR INC 100 20,000 0.00% SH
31 Carroll Financial Associates, Inc. 100 20,000 0.00%
32 Thomas J. Herzfeld Advisors, Inc. 102 20,000 0.00%
33 US FINANCIAL ADVISORS, LLC 102 20,000 0.00%
34 BENJAMIN F. EDWARDS & COMPANY, INC. 102 20,000 0.00%
35 Crosspoint Capital Strategies, LLC 100 20,000 0.00%
36 Invictus RG Pte. Ltd. 100 20,000 0.00%
37 WealthTrust-Arizona, LLC 100 20,000 0.00%
38 Johnson Financial Group, Inc. 101 20,000 0.00%
39 Tarbox Family Office, Inc. 104 20,000 0.00%
40 MONETARY MANAGEMENT GROUP INC 105 21,000 0.00%
41 Sandy Spring Bank 110 22,000 0.00%
42 Burt Wealth Advisors 542 22,000 0.00%
43 GUPTA WEALTH MANAGEMENT LLC 131 26,000 0.00%
44 Community Financial Services Group, LLC 134 26,000 0.00%
45 JNBA Financial Advisors 134 26,000 0.00%
46 ENTERPRISE FINANCIAL SERVICES CORP 137 27,000 0.00%
47 SIGNATUREFD, LLC 146 29,000 0.00%
48 DUBUQUE BANK & TRUST CO 150 29,000 0.00%
49 ATWOOD & PALMER INC 155 30,000 0.00%
50 Focused Wealth Management, Inc 156 31,000 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.