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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 352,710 | $39.5M | 0.20% | +121,358+52.5% | Added |
| State Board of Administration of Florida Retirement System | 355,254 | $39.8M | 0.09% | −7,290−2.0% | Reduced |
| Ensign Peak Advisors, Inc | 356,899 | $40.0M | 0.09% | −24,122−6.3% | Reduced |
| New York State Common Retirement Fund | 361,654 | $40.5M | 0.05% | −13,949−3.7% | Reduced |
| Uniplan Investment Counsel, Inc. | 368,738 | $41.3M | 2.91% | −2,647−0.7% | Reduced |
| Brookfield Asset Management Inc. | 371,259 | $41.6M | 0.16% | −80,770−17.9% | Reduced |
| Stifel Financial Corp | 372,117 | $41.7M | 0.06% | +11,359+3.1% | Added |
| STRS Ohio | 379,028 | $42.4M | 0.18% | −70,559−15.7% | Reduced |
| Macquarie Group Ltd | 427,170 | $43.3M | 0.05% | +33,560+8.5% | Added |
| State of New Jersey Common Pension Fund D | 395,879 | $44.3M | 0.16% | +5,000+1.3% | Added |
| New York State Teachers Retirement System | 398,701 | $44.6M | 0.10% | −3,753−0.9% | Reduced |
| Orbis Allan Gray Ltd | 401,633 | $45.0M | 0.35% | +4,128+1.0% | Added |
| Duff & Phelps Investment Management Co | 404,766 | $45.3M | 0.55% | −85,675−17.5% | Reduced |
| Wellington Management Group LLP | 430,569 | $48.2M | 0.01% | +123,201+40.1% | Added |
| UBS Group AG | 432,007 | $48.4M | 0.02% | +7,760+1.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 433,163 | $48.5M | 0.12% | +33,082+8.3% | Added |
| Citigroup Inc | 435,184 | $48.7M | 0.07% | +168,585+63.2% | Added |
| Renaissance Technologies LLC | 436,298 | $48.9M | 0.06% | −108,095−19.9% | Reduced |
| Barclays PLC | 438,168 | $49.1M | 0.05% | −346,990−44.2% | Reduced |
| Nomura Asset Management Co Ltd | 439,677 | $49.2M | 0.26% | +13,753+3.2% | Added |
| Millennium Management LLC | 449,177 | $50.3M | 0.06% | −120,442−21.1% | Reduced |
| Envestnet Asset Management Inc | 2,639,400 | $52.8M | 0.03% | +2,244,239+567.9% | Added |
| Aew Capital Management L P | 495,805 | $55.5M | 2.07% | −7,945−1.6% | Reduced |
| Susquehanna International Group, LLP | 514,208 | $57.6M | 0.09% | +266,743+107.8% | Added |
| Great West Life Assurance Co | 519,114 | $58.1M | 0.14% | −13,658−2.6% | Reduced |
| Allianz Asset Management GmbH | 540,963 | $60.6M | 0.13% | +83,489+18.2% | Added |
| American Century Companies Inc | 541,824 | $60.6M | 0.05% | −34,024−5.9% | Reduced |
| California State Teachers Retirement System | 545,796 | $61.1M | 0.09% | −5,881−1.1% | Reduced |
| HSBC Holdings PLC | 551,866 | $61.7M | 0.08% | −40,882−6.9% | Reduced |
| Credit Suisse AG | 581,625 | $65.1M | 0.07% | −51,892−8.2% | Reduced |
| Retirement Systems of Alabama | 591,936 | $66.3M | 0.29% | −8,880−1.5% | Reduced |
| Amundi | 615,277 | $67.6M | 0.04% | −6,945−1.1% | Reduced |
| Public Employees Retirement System of Ohio | 605,709 | $67.8M | 0.28% | +55,767+10.1% | Added |
| National Pension Service | 638,741 | $68.7M | 0.13% | +9,575+1.5% | Added |
| California Public Employees Retirement System | 638,898 | $71.5M | 0.06% | −89,840−12.3% | Reduced |
| State of Tennessee, Treasury Department | 656,052 | $73.5M | 0.33% | −71,195−9.8% | Reduced |
| Asset Management One Co.,Ltd. | 662,793 | $74.2M | 0.34% | −17,052−2.5% | Reduced |
| Prudential Financial Inc | 768,678 | $75.2M | 0.12% | −246,214−24.3% | Reduced |
| Neuberger Berman Group LLC | 676,352 | $75.7M | 0.07% | +47,941+7.6% | Added |
| First Republic Investment Management, Inc. | 684,968 | $76.7M | 0.16% | −9,960−1.4% | Reduced |
| LSV Asset Management | 697,545 | $78.1M | 0.18% | −29,200−4.0% | Reduced |
| Alliancebernstein L.P. | 698,818 | $78.2M | 0.03% | −53,737−7.1% | Reduced |
| Lasalle Investment Management Securities LLC | 700,173 | $78.4M | 3.11% | −8,727−1.2% | Reduced |
| Bank of Montreal | 713,934 | $80.0M | 0.05% | −180,708−20.2% | Reduced |
| HighTower Advisors, LLC | 757,077 | $84.8M | 0.19% | +86,885+13.0% | Added |
| Rhumbline Advisers | 771,035 | $86.3M | 0.11% | +26,430+3.5% | Added |
| APG Asset Management US Inc. | 820,748 | $91.9M | 0.75% | −63,839−7.2% | Reduced |
| Bessemer Group Inc | 842,790 | $94.4M | 0.22% | +8,540+1.0% | Added |
| SEI Investments Co | 850,299 | $95.2M | 0.18% | +60,107+7.6% | Added |
| Parnassus Investments | 913,815 | $102.3M | 0.25% | 00.0% | Unchanged |
| Wells Fargo & Company | 992,512 | $111.1M | 0.03% | −102,361−9.3% | Reduced |
| Schroder Investment Management Group | 1,078,856 | $120.8M | 0.18% | +921,471+585.5% | Added |
| Canada Pension Plan Investment Board | 1,099,567 | $123.1M | 0.19% | +15,711+1.4% | Added |
| PGGM Investments | 1,137,406 | $127.4M | 2.14% | +48,597+4.5% | Added |
| Swiss National Bank | 1,297,627 | $145.3M | 0.10% | −32,800−2.5% | Reduced |
| Royal Bank of Canada | 1,556,179 | $174.2M | 0.05% | +257,191+19.8% | Added |
| Russell Investments Group, Ltd. | 1,619,929 | $180.6M | 0.35% | +122,313+8.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,869,016 | $209.3M | 0.16% | −13,768−0.7% | Reduced |
| Boston Partners | 2,028,888 | $227.2M | 0.31% | +2,022,530+31,810.8% | Added |
| Ameriprise Financial Inc | 2,058,405 | $227.9M | 0.07% | +26,464+1.3% | Added |
| Bank of America Corp | 2,064,756 | $231.2M | 0.03% | +391,712+23.4% | Added |
| Goldman Sachs Group Inc | 2,082,267 | $233.2M | 0.06% | −182,424−8.1% | Reduced |
| Principal Financial Group Inc | 2,118,512 | $237.2M | 0.17% | +211,942+11.1% | Added |
| Centersquare Investment Management LLC | 2,239,215 | $250.7M | 3.00% | −39,170−1.7% | Reduced |
| Cbre Clarion Securities LLC | 2,275,927 | $254.8M | 4.49% | −1,317−0.1% | Reduced |
| Invesco Ltd. | 2,302,695 | $257.8M | 0.07% | +892,294+63.3% | Added |
| Massachusetts Financial Services Co | 2,431,754 | $272.3M | 0.09% | −8,902−0.4% | Reduced |
| Smead Capital Management, Inc. | 2,457,290 | $275.1M | 5.48% | +73,263+3.1% | Added |
| UBS Asset Management Americas Inc | 2,590,804 | $290.1M | 0.14% | +43,689+1.7% | Added |
| Bank of New York Mellon Corp | 2,899,883 | $324.7M | 0.07% | −62,029−2.1% | Reduced |
| JPMorgan Chase & Co | 3,264,311 | $365.5M | 0.05% | −39,160−1.2% | Reduced |
| Charles Schwab Investment Management Inc | 3,407,647 | $381.6M | 0.12% | +51,375+1.5% | Added |
| Deutsche Bank AG | 3,751,091 | $420.0M | 0.23% | +636,567+20.4% | Added |
| Price T Rowe Associates Inc | 3,895,035 | $436.1M | 0.07% | +74,025+1.9% | Added |
| Legal & General Group Plc | 4,238,449 | $474.6M | 0.17% | +236,587+5.9% | Added |
| Nuveen Asset Management, LLC | 4,419,596 | $494.9M | 0.18% | −471,264−9.6% | Reduced |
| Daiwa Securities Group Inc. | 4,464,967 | $499.9M | 3.48% | +611,260+15.9% | Added |
| Dimensional Fund Advisors LP | 4,605,067 | $515.6M | 0.17% | +126,585+2.8% | Added |
| Northern Trust Corp | 4,713,293 | $527.7M | 0.10% | +183,518+4.1% | Added |
| FMR LLC | 5,917,831 | $662.6M | 0.06% | −849,406−12.6% | Reduced |
| Morgan Stanley | 5,966,531 | $668.1M | 0.07% | −533,774−8.2% | Reduced |
| Norges Bank | 6,924,526 | $775.3M | 0.17% | +47,720+0.7% | Added |
| Geode Capital Management, LLC | 8,144,366 | $910.3M | 0.12% | +765,146+10.4% | Added |
| Cohen & Steers, Inc. | 22,581,331 | $2.53B | 5.46% | +1,127,631+5.3% | Added |
| State Street Corp | 22,699,377 | $2.54B | 0.14% | −288,827−1.3% | Reduced |
| BlackRock Inc. | 34,613,972 | $3.88B | 0.11% | −402,131−1.1% | Reduced |
| Vanguard Group Inc | 48,521,717 | $5.43B | 0.14% | +204,802+0.4% | Added |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Nan Shan Life Insurance Co., Ltd. | 0 | $0 | 0.00% | −289,614−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −162,115−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −106,725−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −62,490−100.0% | Sold out |
| Hamilton Wealth, LLC | 0 | $0 | 0.00% | −57,167−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −45,524−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −36,144−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −33,821−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −29,589−100.0% | Sold out |
| Miller Value Partners, LLC | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −24,024−100.0% | Sold out |
| Jessup Wealth Management, Inc | 0 | $0 | 0.00% | −22,192−100.0% | Sold out |