Skip to main content

Simon Property Group Inc.

SPG
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001063761

In the last 90 days, Simon Property Group Inc. insiders filed 11 open-market purchases and 0 sales; 1,363 institutions reported holding it in 13F filings for Q2 2026, worth $67.7B in total; no superinvestor holds it.

Other share classesSPG.PJ

13F holders, Q1 2021

Institutional positions in Simon Property Group Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
847
No complete 13F data for Q4 2020
Shares held
288.2M
No complete 13F data for Q4 2020
Total value
$32.7B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting SPG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 847 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ1 2021: $32.7B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$32.7B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Simon Property Group Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SPG in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Main Street Research LLC159,476$18.1M1.71%––
LPL Financial LLC161,508$18.4M0.02%––
Capital Advisors Inc162,764$18.5M0.61%––
Westwood Holdings Group Inc.168,151$19.1M0.19%––
Nan Shan Life Insurance Co., Ltd.174,240$19.8M0.38%––
CORDA Investment Management, LLC.174,666$19.9M1.80%––
Schroder Investment Management Group175,308$19.9M0.03%––
State of Alaska, Department of Revenue178,625$20.3M0.22%––
Tobam178,777$20.3M0.86%––
Victory Capital Management Inc184,252$21.0M0.02%––
DekaBank Deutsche Girozentrale183,341$21.1M0.07%––
Allianz Asset Management GmbH187,390$21.3M0.02%––
Guggenheim Capital LLC188,044$21.4M0.14%––
Westpac Banking Corp189,283$21.5M0.24%––
Envestnet Asset Management Inc189,649$21.6M0.01%––
CQS (US), LLC190,500$21.7M1.43%––
O'Shaughnessy Asset Management, LLC191,506$21.8M0.48%––
State of Wisconsin Investment Board195,925$22.3M0.05%––
Douglas Lane & Associates, LLC203,520$23.2M0.36%––
Capital Growth Management LP210,000$23.9M2.18%––
Securian Asset Management, Inc217,586$24.8M0.54%––
Dai-Ichi Life Insurance Company, Ltd220,361$25.1M0.35%––
Chevy Chase Trust Holdings, Inc.220,661$25.1M0.09%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.221,782$25.2M0.17%––
Toronto Dominion Bank225,374$25.6M0.05%––
Scopus Asset Management, L.P.228,850$26.0M0.44%––
Storebrand Asset Management AS229,584$26.1M0.14%––
Pictet Asset Management Ltd234,732$26.7M0.03%––
Bamco Inc234,778$26.7M0.07%––
Employees Retirement System of Texas242,579$27.6M0.36%––
Voya Investment Management LLC246,973$28.1M0.06%––
Robeco Institutional Asset Management B.V.247,710$28.2M0.07%––
Balyasny Asset Management LLC249,469$28.4M0.17%––
Jane Street Group, LLC249,648$28.4M0.08%––
Swedbank AB252,559$28.7M0.06%––
Factory Mutual Insurance Co253,881$28.9M0.37%––
Ensign Peak Advisors, Inc262,729$29.9M0.06%––
Nisa Investment Advisors, LLC263,183$29.9M0.19%––
Mitsubishi UFJ Trust & Banking Corp289,855$30.2M0.07%––
Polaris Wealth Advisory Group, LLC281,872$32.7M2.09%––
Macquarie Group Ltd288,368$32.8M0.05%––
Putnam Investments LLC290,220$33.0M0.06%––
AXA S.A.298,142$33.9M0.10%––
AQR Capital Management LLC298,618$34.0M0.06%––
Payden & Rygel312,742$35.6M1.65%––
First Republic Investment Management, Inc.323,891$36.8M0.12%––
Uniplan Investment Counsel, Inc.327,736$37.3M2.39%––
Laurion Capital Management LP332,797$37.9M0.51%––
Nomura Asset Management Co Ltd334,484$38.1M0.24%––
Retirement Systems of Alabama348,380$39.6M0.15%––
Wellington Management Group LLP348,557$39.7M0.01%––
Clal Insurance Enterprises Holdings Ltd360,336$41.0M0.47%––
State of New Jersey Common Pension Fund D360,768$41.0M0.14%––
Adage Capital Partners GP, L.L.C.364,563$41.5M0.08%––
Minneapolis Portfolio Management Group, LLC371,303$42.2M4.74%––
Stifel Financial Corp371,838$42.3M0.07%––
Manufacturers Life Insurance Company, The373,103$42.4M0.04%––
Virginia Retirement Systems Et Al375,977$42.8M0.42%––
Aviva PLC377,045$42.9M0.21%––
Franklin Resources Inc381,141$43.4M0.02%––
New York State Common Retirement Fund401,134$45.6M0.05%––
State Board of Administration of Florida Retirement System415,738$47.3M0.09%––
HighTower Advisors, LLC419,673$47.7M0.15%––
Ninety One UK Ltd427,378$48.6M0.14%––
New York State Teachers Retirement System427,694$48.7M0.10%––
Great West Life Assurance Co432,765$49.0M0.12%––
Lasalle Investment Management Securities LLC445,464$50.7M1.60%––
Kize Capital LP456,409$51.9M13.67%––
Artemis Investment Management LLP460,043$52.3M0.50%––
HSBC Holdings PLC458,134$52.5M0.07%––
Holocene Advisors, LP464,356$52.8M0.34%––
Amundi Asset Management US, Inc.482,617$54.9M0.04%––
Candlestick Capital Management LP500,000$56.9M1.56%––
National Pension Service500,808$57.0M0.12%––
Prudential PLC505,525$57.5M0.40%––
Public Employees Retirement System of Ohio554,158$63.0M0.25%––
Neuberger Berman Group LLC564,829$64.1M0.06%––
BNP Paribas Arbitrage, SA569,107$64.7M0.14%––
SEI Investments Co571,642$64.8M0.16%––
Standard Life Aberdeen plc585,251$66.6M0.15%––
Adelante Capital Management LLC626,648$71.3M4.48%––
California State Teachers Retirement System629,152$71.6M0.09%––
UBS Group AG645,058$73.4M0.03%––
Rhumbline Advisers694,652$79.0M0.11%––
Massachusetts Financial Services Co753,960$85.8M0.03%––
California Public Employees Retirement System758,633$86.3M0.07%––
Royal Bank of Canada764,184$86.9M0.03%––
Asset Management One Co.,Ltd.767,980$87.4M0.35%––
STRS Ohio790,550$89.9M0.34%––
Duff & Phelps Investment Management Co800,991$91.1M1.24%––
Bessemer Group Inc806,398$91.7M0.22%––
Smead Capital Management, Inc.819,521$93.2M4.10%––
Citigroup Inc820,134$93.3M0.09%––
Bank of Montreal826,071$94.4M0.07%––
Wells Fargo & Company864,192$98.3M0.02%––
APG Asset Management US Inc.887,000$100.9M0.70%––
State of Tennessee, Treasury Department901,004$102.5M0.42%––
Fred Alger Management, LLC909,349$103.5M0.27%––
Prudential Financial Inc946,247$107.7M0.16%––
Nordea Investment Management AB988,550$113.6M0.16%––