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, Q3 2021
Institutional positions in Simon Property Group Inc. as of Sep 30, 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
- 918
- +23 vs. Q2 2021
- Shares held
- 286.9M
- −573.0K (−0.2%) vs. Q2 2021
- Total value
- $37.3B
- −$105.6M (−0.3%) vs. Q2 2021
- New holders
- 100
- 372 more added
- Sold out
- 77
- 300 more reduced
11 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,363 | $67.7B |
| Q1 2026 | 1,312 | $54.6B |
| Q4 2025 | 1,289 | $54.3B |
| Q3 2025 | 1,221 | $54.5B |
| Q2 2025 | 1,213 | $46.8B |
| Q1 2025 | 1,202 | $48.9B |
| Q4 2024 | 1,195 | $50.4B |
| Q3 2024 | 1,136 | $48.8B |
| Q2 2024 | 1,105 | $43.7B |
| Q1 2024 | 1,084 | $45.3B |
| Q4 2023 | 1,056 | $41.4B |
| Q3 2023 | 985 | $31.0B |
| Q2 2023 | 988 | $32.9B |
| Q1 2023 | 987 | $31.9B |
| Q4 2022 | 996 | $33.1B |
| Q3 2022 | 921 | $25.1B |
| Q2 2022 | 940 | $26.5B |
| Q1 2022 | 1,012 | $37.6B |
| Q4 2021 | 1,049 | $46.1B |
| Q3 2021 | 918 | $37.3B |
| Q2 2021 | 906 | $37.4B |
| Q1 2021 | 847 | $32.7B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | 250,131 | $32.5M | 0.21% | +198,212+381.8% | Added |
| Nisa Investment Advisors, LLC | 256,509 | $33.3M | 0.20% | +3,332+1.3% | Added |
| AXA S.A. | 256,549 | $33.3M | 0.09% | −50,590−16.5% | Reduced |
| Factory Mutual Insurance Co | 256,748 | $33.4M | 0.42% | +6,500+2.6% | Added |
| Swedbank AB | 256,937 | $33.4M | 0.06% | −18,238−6.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 266,008 | $34.6M | 0.17% | +20,939+8.5% | Added |
| Ninety One UK Ltd | 281,927 | $36.6M | 0.09% | −53,330−15.9% | Reduced |
| Kize Capital LP | 283,092 | $36.8M | 10.85% | −114,365−28.8% | Reduced |
| Millennium Management LLC | 287,113 | $37.3M | 0.05% | −76,522−21.0% | Reduced |
| Hazelview Securities Inc. | 283,505 | $37.7M | 4.83% | +24,005+9.3% | Added |
| Manufacturers Life Insurance Company, The | 304,329 | $39.6M | 0.03% | −23,442−7.2% | Reduced |
| Orbis Allan Gray Ltd | 304,551 | $39.6M | 0.27% | +44,121+16.9% | Added |
| Aviva PLC | 308,047 | $40.0M | 0.18% | −8,484−2.7% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 313,483 | $40.7M | 0.68% | +289,614+1,213.3% | Added |
| Uniplan Investment Counsel, Inc. | 316,804 | $41.2M | 2.53% | +1,707+0.5% | Added |
| Pictet Asset Management SA | 337,973 | $43.9M | 0.05% | +337,973 | New |
| Nomura Asset Management Co Ltd | 338,219 | $44.0M | 0.25% | +8,585+2.6% | Added |
| Minneapolis Portfolio Management Group, LLC | 341,299 | $44.4M | 4.96% | −37,556−9.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 350,863 | $45.6M | 0.09% | −5,100−1.4% | Reduced |
| Victory Capital Management Inc | 357,427 | $46.5M | 0.05% | −11,006−3.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 358,998 | $46.7M | 0.95% | +30,519+9.3% | Added |
| Virginia Retirement Systems Et Al | 365,977 | $47.6M | 0.49% | +11,900+3.4% | Added |
| AQR Capital Management LLC | 366,038 | $47.6M | 0.09% | +47,206+14.8% | Added |
| State of New Jersey Common Pension Fund D | 369,374 | $48.0M | 0.15% | −323−0.1% | Reduced |
| HighTower Advisors, LLC | 381,966 | $49.7M | 0.13% | +23,949+6.7% | Added |
| Balyasny Asset Management LLC | 390,696 | $50.8M | 0.24% | +227,367+139.2% | Added |
| State Board of Administration of Florida Retirement System | 396,491 | $51.5M | 0.10% | −8,908−2.2% | Reduced |
| Bamco Inc | 402,260 | $52.3M | 0.12% | +18,520+4.8% | Added |
| New York State Common Retirement Fund | 402,632 | $52.3M | 0.06% | +1,768+0.4% | Added |
| New York State Teachers Retirement System | 409,052 | $53.2M | 0.11% | −3,832−0.9% | Reduced |
| Renaissance Technologies LLC | 413,005 | $53.7M | 0.07% | +413,005 | New |
| Stifel Financial Corp | 413,080 | $53.7M | 0.08% | −827−0.2% | Reduced |
| LSV Asset Management | 413,945 | $53.8M | 0.10% | +373,345+919.6% | Added |
| Citadel Advisors LLC | 446,447 | $58.0M | 0.06% | −312,134−41.1% | Reduced |
| Artemis Investment Management LLP | 449,732 | $58.4M | 0.46% | +53,245+13.4% | Added |
| Lasalle Investment Management Securities LLC | 452,009 | $58.7M | 1.91% | −50,369−10.0% | Reduced |
| First Republic Investment Management, Inc. | 458,016 | $59.5M | 0.15% | +38,419+9.2% | Added |
| Susquehanna International Group, LLP | 474,058 | $61.6M | 0.08% | +400,190+541.8% | Added |
| HSBC Holdings PLC | 488,480 | $64.2M | 0.07% | −131,401−21.2% | Reduced |
| Great West Life Assurance Co | 497,241 | $65.1M | 0.15% | +28,264+6.0% | Added |
| Natixis | 502,230 | $65.3M | 0.23% | +502,230 | New |
| Public Employees Retirement System of Ohio | 514,619 | $66.9M | 0.24% | −116,412−18.4% | Reduced |
| Allianz Asset Management GmbH | 514,680 | $66.9M | 0.06% | +324,892+171.2% | Added |
| State of Tennessee, Treasury Department | 518,934 | $67.4M | 0.26% | −282,175−35.2% | Reduced |
| Zimmer Partners, LP | 529,100 | $68.8M | 1.09% | −170,900−24.4% | Reduced |
| Wellington Management Group LLP | 543,786 | $70.7M | 0.01% | −26,222−4.6% | Reduced |
| Standard Life Aberdeen plc | 545,952 | $71.4M | 0.16% | −44,165−7.5% | Reduced |
| National Pension Service | 552,444 | $71.8M | 0.14% | +46,727+9.2% | Added |
| SEI Investments Co | 574,562 | $74.7M | 0.16% | −43,436−7.0% | Reduced |
| California State Teachers Retirement System | 575,977 | $74.9M | 0.10% | −13,049−2.2% | Reduced |
| Holocene Advisors, LP | 580,314 | $75.4M | 0.43% | −222,990−27.8% | Reduced |
| Retirement Systems of Alabama | 596,811 | $77.6M | 0.29% | +251,097+72.6% | Added |
| Barclays PLC | 600,641 | $78.1M | 0.06% | −508,332−45.8% | Reduced |
| Amundi | 609,578 | $79.2M | 0.06% | +105,069+20.8% | Added |
| STRS Ohio | 621,846 | $80.8M | 0.30% | −3,710−0.6% | Reduced |
| Rhumbline Advisers | 670,191 | $87.1M | 0.12% | +2,456+0.4% | Added |
| Neuberger Berman Group LLC | 696,753 | $89.9M | 0.08% | +40,491+6.2% | Added |
| Citigroup Inc | 692,864 | $90.1M | 0.09% | −138,653−16.7% | Reduced |
| Asset Management One Co.,Ltd. | 694,636 | $90.3M | 0.35% | −50,908−6.8% | Reduced |
| FIL Ltd | 696,222 | $90.5M | 0.10% | +173,288+33.1% | Added |
| California Public Employees Retirement System | 734,125 | $95.4M | 0.07% | +2,294+0.3% | Added |
| Adelante Capital Management LLC | 744,889 | $96.8M | 4.92% | +86,806+13.2% | Added |
| Candlestick Capital Management LP | 750,000 | $97.5M | 2.59% | +400,000+114.3% | Added |
| APG Asset Management US Inc. | 755,100 | $100.5M | 0.62% | −79,500−9.5% | Reduced |
| UBS Group AG | 801,969 | $104.2M | 0.04% | +246,114+44.3% | Added |
| AMP Capital Investors Ltd | 835,436 | $108.7M | 0.60% | −230,739−21.6% | Reduced |
| Canada Pension Plan Investment Board | 839,826 | $109.2M | 0.12% | +394,490+88.6% | Added |
| Bessemer Group Inc | 844,253 | $109.7M | 0.23% | +6,377+0.8% | Added |
| Fred Alger Management, LLC | 869,409 | $113.0M | 0.27% | −193,664−18.2% | Reduced |
| American Century Companies Inc | 871,735 | $113.3M | 0.08% | −227,636−20.7% | Reduced |
| Parnassus Investments | 913,815 | $118.8M | 0.25% | 00.0% | Unchanged |
| Capital World Investors | 1,000,016 | $130.0M | 0.02% | 00.0% | Unchanged |
| Credit Suisse AG | 1,044,774 | $135.8M | 0.11% | −377,201−26.5% | Reduced |
| Wells Fargo & Company | 1,074,606 | $139.7M | 0.03% | +111,483+11.6% | Added |
| APG Asset Management N.V. | 1,251,134 | $140.3M | 0.25% | −562,747−31.0% | Reduced |
| Smead Capital Management, Inc. | 1,088,162 | $141.4M | 4.84% | +160,499+17.3% | Added |
| Massachusetts Financial Services Co | 1,115,673 | $145.0M | 0.04% | +213,594+23.7% | Added |
| Duff & Phelps Investment Management Co | 1,159,111 | $150.7M | 1.96% | +271,500+30.6% | Added |
| State of Michigan Retirement System | 1,182,935 | $153.7M | 0.87% | −500,100−29.7% | Reduced |
| Alliancebernstein L.P. | 1,195,589 | $155.4M | 0.06% | −2,397−0.2% | Reduced |
| Brookfield Asset Management Inc. | 1,224,240 | $159.1M | 0.64% | +128,072+11.7% | Added |
| Royal Bank of Canada | 1,232,709 | $160.2M | 0.04% | +295,092+31.5% | Added |
| Swiss National Bank | 1,299,091 | $168.8M | 0.11% | −40,300−3.0% | Reduced |
| Parametric Portfolio Associates LLC | 1,430,981 | $186.0M | 0.11% | −109,272−7.1% | Reduced |
| Prudential Financial Inc | 1,441,361 | $189.1M | 0.26% | +204,960+16.6% | Added |
| Bank of America Corp | 1,462,748 | $190.1M | 0.02% | +246,939+20.3% | Added |
| Bank of Montreal | 1,588,154 | $212.7M | 0.11% | +286,205+22.0% | Added |
| Russell Investments Group, Ltd. | 1,639,830 | $213.1M | 0.36% | −85,656−5.0% | Reduced |
| Price T Rowe Associates Inc | 1,737,737 | $225.9M | 0.02% | +263,044+17.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,807,752 | $235.0M | 0.15% | −110,315−5.8% | Reduced |
| Principal Financial Group Inc | 1,825,442 | $237.3M | 0.15% | −18,326−1.0% | Reduced |
| Goldman Sachs Group Inc | 2,139,629 | $278.1M | 0.07% | +493,143+30.0% | Added |
| Centersquare Investment Management LLC | 2,171,649 | $282.2M | 2.89% | +387,732+21.7% | Added |
| Altshuler Shaham Ltd | 2,331,852 | $326.5M | 2.43% | −5,659−0.2% | Reduced |
| UBS Asset Management Americas Inc | 2,529,520 | $328.8M | 0.14% | −43,614−1.7% | Reduced |
| PGGM Investments | 2,550,414 | $331.5M | 1.71% | −1,358,506−34.8% | Reduced |
| Ameriprise Financial Inc | 2,569,011 | $336.2M | 0.11% | +23,705+0.9% | Added |
| JPMorgan Chase & Co | 2,642,340 | $343.4M | 0.05% | +304,042+13.0% | Added |
| Cbre Clarion Securities LLC | 2,829,326 | $367.7M | 6.49% | +23,884+0.9% | Added |
| Charles Schwab Investment Management Inc | 3,110,769 | $404.3M | 0.13% | +57,567+1.9% | Added |