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 2023
Institutional positions in Simon Property Group Inc. as of Mar 31, 2023. 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
- 987
- +17 vs. Q4 2022
- Shares held
- 288.4M
- +6.67M (+2.4%) vs. Q4 2022
- Total value
- $31.9B
- −$1.20B (−3.6%) vs. Q4 2022
- New holders
- 95
- 396 more added
- Sold out
- 78
- 335 more reduced
26 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 48,521,717 | $5.43B | 0.14% | +204,802+0.4% | Added |
| BlackRock Inc. | 34,613,972 | $3.88B | 0.11% | −402,131−1.1% | Reduced |
| State Street Corp | 22,699,377 | $2.54B | 0.14% | −288,827−1.3% | Reduced |
| Cohen & Steers, Inc. | 22,581,331 | $2.53B | 5.46% | +1,127,631+5.3% | Added |
| Geode Capital Management, LLC | 8,144,366 | $910.3M | 0.12% | +765,146+10.4% | Added |
| Norges Bank | 6,924,526 | $775.3M | 0.17% | +47,720+0.7% | Added |
| Morgan Stanley | 5,966,531 | $668.1M | 0.07% | −533,774−8.2% | Reduced |
| FMR LLC | 5,917,831 | $662.6M | 0.06% | −849,406−12.6% | Reduced |
| Northern Trust Corp | 4,713,293 | $527.7M | 0.10% | +183,518+4.1% | Added |
| Dimensional Fund Advisors LP | 4,605,067 | $515.6M | 0.17% | +126,585+2.8% | Added |
| Daiwa Securities Group Inc. | 4,464,967 | $499.9M | 3.48% | +611,260+15.9% | Added |
| Nuveen Asset Management, LLC | 4,419,596 | $494.9M | 0.18% | −471,264−9.6% | Reduced |
| Legal & General Group Plc | 4,238,449 | $474.6M | 0.17% | +236,587+5.9% | Added |
| Price T Rowe Associates Inc | 3,895,035 | $436.1M | 0.07% | +74,025+1.9% | Added |
| Deutsche Bank AG | 3,751,091 | $420.0M | 0.23% | +636,567+20.4% | Added |
| Charles Schwab Investment Management Inc | 3,407,647 | $381.6M | 0.12% | +51,375+1.5% | Added |
| JPMorgan Chase & Co | 3,264,311 | $365.5M | 0.05% | −39,160−1.2% | Reduced |
| Bank of New York Mellon Corp | 2,899,883 | $324.7M | 0.07% | −62,029−2.1% | Reduced |
| UBS Asset Management Americas Inc | 2,590,804 | $290.1M | 0.14% | +43,689+1.7% | Added |
| Smead Capital Management, Inc. | 2,457,290 | $275.1M | 5.48% | +73,263+3.1% | Added |
| Massachusetts Financial Services Co | 2,431,754 | $272.3M | 0.09% | −8,902−0.4% | Reduced |
| Invesco Ltd. | 2,302,695 | $257.8M | 0.07% | +892,294+63.3% | Added |
| Cbre Clarion Securities LLC | 2,275,927 | $254.8M | 4.49% | −1,317−0.1% | Reduced |
| Centersquare Investment Management LLC | 2,239,215 | $250.7M | 3.00% | −39,170−1.7% | Reduced |
| Principal Financial Group Inc | 2,118,512 | $237.2M | 0.17% | +211,942+11.1% | Added |
| Goldman Sachs Group Inc | 2,082,267 | $233.2M | 0.06% | −182,424−8.1% | Reduced |
| Bank of America Corp | 2,064,756 | $231.2M | 0.03% | +391,712+23.4% | Added |
| Ameriprise Financial Inc | 2,058,405 | $227.9M | 0.07% | +26,464+1.3% | Added |
| Boston Partners | 2,028,888 | $227.2M | 0.31% | +2,022,530+31,810.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,869,016 | $209.3M | 0.16% | −13,768−0.7% | Reduced |
| Russell Investments Group, Ltd. | 1,619,929 | $180.6M | 0.35% | +122,313+8.2% | Added |
| Royal Bank of Canada | 1,556,179 | $174.2M | 0.05% | +257,191+19.8% | Added |
| Swiss National Bank | 1,297,627 | $145.3M | 0.10% | −32,800−2.5% | Reduced |
| PGGM Investments | 1,137,406 | $127.4M | 2.14% | +48,597+4.5% | Added |
| Canada Pension Plan Investment Board | 1,099,567 | $123.1M | 0.19% | +15,711+1.4% | Added |
| Schroder Investment Management Group | 1,078,856 | $120.8M | 0.18% | +921,471+585.5% | Added |
| Wells Fargo & Company | 992,512 | $111.1M | 0.03% | −102,361−9.3% | Reduced |
| Parnassus Investments | 913,815 | $102.3M | 0.25% | 00.0% | Unchanged |
| SEI Investments Co | 850,299 | $95.2M | 0.18% | +60,107+7.6% | Added |
| Bessemer Group Inc | 842,790 | $94.4M | 0.22% | +8,540+1.0% | Added |
| APG Asset Management US Inc. | 820,748 | $91.9M | 0.75% | −63,839−7.2% | Reduced |
| Rhumbline Advisers | 771,035 | $86.3M | 0.11% | +26,430+3.5% | Added |
| HighTower Advisors, LLC | 757,077 | $84.8M | 0.19% | +86,885+13.0% | Added |
| Bank of Montreal | 713,934 | $80.0M | 0.05% | −180,708−20.2% | Reduced |
| Lasalle Investment Management Securities LLC | 700,173 | $78.4M | 3.11% | −8,727−1.2% | Reduced |
| Alliancebernstein L.P. | 698,818 | $78.2M | 0.03% | −53,737−7.1% | Reduced |
| LSV Asset Management | 697,545 | $78.1M | 0.18% | −29,200−4.0% | Reduced |
| First Republic Investment Management, Inc. | 684,968 | $76.7M | 0.16% | −9,960−1.4% | Reduced |
| Neuberger Berman Group LLC | 676,352 | $75.7M | 0.07% | +47,941+7.6% | Added |
| Prudential Financial Inc | 768,678 | $75.2M | 0.12% | −246,214−24.3% | Reduced |
| Asset Management One Co.,Ltd. | 662,793 | $74.2M | 0.34% | −17,052−2.5% | Reduced |
| State of Tennessee, Treasury Department | 656,052 | $73.5M | 0.33% | −71,195−9.8% | Reduced |
| California Public Employees Retirement System | 638,898 | $71.5M | 0.06% | −89,840−12.3% | Reduced |
| National Pension Service | 638,741 | $68.7M | 0.13% | +9,575+1.5% | Added |
| Public Employees Retirement System of Ohio | 605,709 | $67.8M | 0.28% | +55,767+10.1% | Added |
| Amundi | 615,277 | $67.6M | 0.04% | −6,945−1.1% | Reduced |
| Retirement Systems of Alabama | 591,936 | $66.3M | 0.29% | −8,880−1.5% | Reduced |
| Credit Suisse AG | 581,625 | $65.1M | 0.07% | −51,892−8.2% | Reduced |
| HSBC Holdings PLC | 551,866 | $61.7M | 0.08% | −40,882−6.9% | Reduced |
| California State Teachers Retirement System | 545,796 | $61.1M | 0.09% | −5,881−1.1% | Reduced |
| American Century Companies Inc | 541,824 | $60.6M | 0.05% | −34,024−5.9% | Reduced |
| Allianz Asset Management GmbH | 540,963 | $60.6M | 0.13% | +83,489+18.2% | Added |
| Great West Life Assurance Co | 519,114 | $58.1M | 0.14% | −13,658−2.6% | Reduced |
| Susquehanna International Group, LLP | 514,208 | $57.6M | 0.09% | +266,743+107.8% | Added |
| Aew Capital Management L P | 495,805 | $55.5M | 2.07% | −7,945−1.6% | Reduced |
| Envestnet Asset Management Inc | 2,639,400 | $52.8M | 0.03% | +2,244,239+567.9% | Added |
| Millennium Management LLC | 449,177 | $50.3M | 0.06% | −120,442−21.1% | Reduced |
| Nomura Asset Management Co Ltd | 439,677 | $49.2M | 0.26% | +13,753+3.2% | Added |
| Barclays PLC | 438,168 | $49.1M | 0.05% | −346,990−44.2% | Reduced |
| Renaissance Technologies LLC | 436,298 | $48.9M | 0.06% | −108,095−19.9% | Reduced |
| Citigroup Inc | 435,184 | $48.7M | 0.07% | +168,585+63.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 433,163 | $48.5M | 0.12% | +33,082+8.3% | Added |
| UBS Group AG | 432,007 | $48.4M | 0.02% | +7,760+1.8% | Added |
| Wellington Management Group LLP | 430,569 | $48.2M | 0.01% | +123,201+40.1% | Added |
| Duff & Phelps Investment Management Co | 404,766 | $45.3M | 0.55% | −85,675−17.5% | Reduced |
| Orbis Allan Gray Ltd | 401,633 | $45.0M | 0.35% | +4,128+1.0% | Added |
| New York State Teachers Retirement System | 398,701 | $44.6M | 0.10% | −3,753−0.9% | Reduced |
| State of New Jersey Common Pension Fund D | 395,879 | $44.3M | 0.16% | +5,000+1.3% | Added |
| Macquarie Group Ltd | 427,170 | $43.3M | 0.05% | +33,560+8.5% | Added |
| STRS Ohio | 379,028 | $42.4M | 0.18% | −70,559−15.7% | Reduced |
| Stifel Financial Corp | 372,117 | $41.7M | 0.06% | +11,359+3.1% | Added |
| Brookfield Asset Management Inc. | 371,259 | $41.6M | 0.16% | −80,770−17.9% | Reduced |
| Uniplan Investment Counsel, Inc. | 368,738 | $41.3M | 2.91% | −2,647−0.7% | Reduced |
| New York State Common Retirement Fund | 361,654 | $40.5M | 0.05% | −13,949−3.7% | Reduced |
| Ensign Peak Advisors, Inc | 356,899 | $40.0M | 0.09% | −24,122−6.3% | Reduced |
| State Board of Administration of Florida Retirement System | 355,254 | $39.8M | 0.09% | −7,290−2.0% | Reduced |
| Voloridge Investment Management, LLC | 352,710 | $39.5M | 0.20% | +121,358+52.5% | Added |
| TCW Group Inc | 341,615 | $38.3M | 0.49% | +33,775+11.0% | Added |
| Standard Life Aberdeen plc | 338,741 | $37.9M | 0.09% | +20,513+6.4% | Added |
| Fort Washington Investment Advisors Inc | 316,464 | $35.4M | 0.27% | +12,672+4.2% | Added |
| LPL Financial LLC | 309,896 | $34.7M | 0.03% | +24,857+8.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 302,845 | $33.9M | 0.08% | +8,439+2.9% | Added |
| Minneapolis Portfolio Management Group, LLC | 296,160 | $33.2M | 4.33% | −6,463−2.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 294,743 | $33.0M | 0.05% | −2,224−0.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 280,343 | $31.4M | 0.18% | −53,977−16.1% | Reduced |
| Virginia Retirement Systems Et Al | 276,069 | $30.9M | 0.32% | −242,008−46.7% | Reduced |
| Franklin Resources Inc | 274,038 | $30.7M | 0.02% | +7,112+2.7% | Added |
| D. E. Shaw & Co., Inc. | 273,544 | $30.6M | 0.05% | −195,915−41.7% | Reduced |
| AQR Capital Management LLC | 269,660 | $29.4M | 0.06% | −81,123−23.1% | Reduced |
| Raymond James & Associates | 260,662 | $29.2M | 0.03% | +5,258+2.1% | Added |