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, Q2 2023
Institutional positions in Simon Property Group Inc. as of Jun 30, 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
- 988
- +9 vs. Q1 2023
- Shares held
- 284.7M
- −3.65M (−1.3%) vs. Q1 2023
- Total value
- $32.9B
- +$966.7M (+3.0%) vs. Q1 2023
- New holders
- 79
- 367 more added
- Sold out
- 70
- 361 more reduced
8 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 46,252,968 | $5.34B | 0.13% | −2,268,749−4.7% | Reduced |
| BlackRock Inc. | 34,008,024 | $3.93B | 0.11% | −605,948−1.8% | Reduced |
| Cohen & Steers, Inc. | 24,433,430 | $2.82B | 5.94% | +1,852,099+8.2% | Added |
| State Street Corp | 22,598,597 | $2.61B | 0.14% | −100,780−0.4% | Reduced |
| Geode Capital Management, LLC | 7,643,221 | $880.7M | 0.10% | −501,145−6.2% | Reduced |
| Norges Bank | 7,003,650 | $808.8M | 0.16% | +79,124+1.1% | Added |
| FMR LLC | 6,489,792 | $749.4M | 0.06% | +571,961+9.7% | Added |
| Morgan Stanley | 5,828,142 | $673.0M | 0.07% | −138,389−2.3% | Reduced |
| Daiwa Securities Group Inc. | 5,431,061 | $627.2M | 4.15% | +966,094+21.6% | Added |
| JPMorgan Chase & Co | 4,701,675 | $542.9M | 0.06% | +1,437,364+44.0% | Added |
| Northern Trust Corp | 4,658,420 | $538.0M | 0.10% | −54,873−1.2% | Reduced |
| Dimensional Fund Advisors LP | 4,653,918 | $537.4M | 0.17% | +48,851+1.1% | Added |
| Nuveen Asset Management, LLC | 4,410,455 | $509.3M | 0.18% | −9,141−0.2% | Reduced |
| Legal & General Group Plc | 4,373,546 | $505.1M | 0.16% | +135,097+3.2% | Added |
| Price T Rowe Associates Inc | 4,010,516 | $463.1M | 0.06% | +115,481+3.0% | Added |
| Deutsche Bank AG | 3,657,430 | $422.4M | 0.22% | −93,661−2.5% | Reduced |
| Charles Schwab Investment Management Inc | 3,424,380 | $395.4M | 0.11% | +16,733+0.5% | Added |
| Bank of New York Mellon Corp | 2,840,428 | $328.0M | 0.07% | −59,455−2.1% | Reduced |
| UBS Asset Management Americas Inc | 2,590,804 | $290.1M | 0.14% | 00.0% | Unchanged |
| Smead Capital Management, Inc. | 2,419,000 | $279.3M | 5.55% | −38,290−1.6% | Reduced |
| Invesco Ltd. | 2,337,438 | $269.9M | 0.07% | +34,743+1.5% | Added |
| Ameriprise Financial Inc | 2,171,883 | $253.9M | 0.08% | +113,478+5.5% | Added |
| Cbre Clarion Securities LLC | 2,143,529 | $247.5M | 4.43% | −132,398−5.8% | Reduced |
| Massachusetts Financial Services Co | 2,129,905 | $246.0M | 0.08% | −301,849−12.4% | Reduced |
| Principal Financial Group Inc | 2,101,613 | $242.7M | 0.17% | −16,899−0.8% | Reduced |
| Boston Partners | 2,042,988 | $235.9M | 0.32% | +14,100+0.7% | Added |
| Goldman Sachs Group Inc | 2,026,872 | $234.1M | 0.06% | −55,395−2.7% | Reduced |
| Centersquare Investment Management LLC | 2,023,302 | $233.7M | 2.74% | −215,913−9.6% | Reduced |
| Royal Bank of Canada | 1,781,516 | $205.7M | 0.06% | +225,337+14.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,726,969 | $199.4M | 0.16% | −142,047−7.6% | Reduced |
| Russell Investments Group, Ltd. | 1,626,873 | $187.7M | 0.36% | +6,944+0.4% | Added |
| Bank of America Corp | 1,584,583 | $183.0M | 0.02% | −480,173−23.3% | Reduced |
| Swiss National Bank | 1,180,027 | $136.3M | 0.09% | −117,600−9.1% | Reduced |
| PGGM Investments | 1,145,375 | $132.3M | 2.14% | +7,969+0.7% | Added |
| Schroder Investment Management Group | 1,086,813 | $125.5M | 0.18% | +7,957+0.7% | Added |
| Canada Pension Plan Investment Board | 1,080,067 | $124.7M | 0.19% | −19,500−1.8% | Reduced |
| Parnassus Investments | 913,815 | $105.5M | 0.25% | 00.0% | Unchanged |
| SEI Investments Co | 913,100 | $105.4M | 0.18% | +62,801+7.4% | Added |
| Wells Fargo & Company | 903,038 | $104.3M | 0.03% | −89,474−9.0% | Reduced |
| Prudential Financial Inc | 853,475 | $98.6M | 0.14% | +84,797+11.0% | Added |
| Bessemer Group Inc | 846,000 | $97.7M | 0.21% | +3,210+0.4% | Added |
| APG Asset Management US Inc. | 820,527 | $94.8M | 0.76% | −2210.0% | Reduced |
| HighTower Advisors, LLC | 782,118 | $90.3M | 0.18% | +25,041+3.3% | Added |
| Rhumbline Advisers | 763,889 | $88.2M | 0.10% | −7,146−0.9% | Reduced |
| Alliancebernstein L.P. | 753,371 | $87.0M | 0.04% | +54,553+7.8% | Added |
| National Pension Service | 751,645 | $86.3M | 0.14% | +112,904+17.7% | Added |
| HSBC Holdings PLC | 708,360 | $81.6M | 0.09% | +156,494+28.4% | Added |
| Bank of Montreal | 693,731 | $80.3M | 0.05% | −20,203−2.8% | Reduced |
| Lasalle Investment Management Securities LLC | 695,144 | $80.3M | 3.18% | −5,029−0.7% | Reduced |
| Asset Management One Co.,Ltd. | 682,992 | $78.9M | 0.33% | +20,199+3.0% | Added |
| LSV Asset Management | 664,945 | $76.8M | 0.17% | −32,600−4.7% | Reduced |
| Neuberger Berman Group LLC | 650,468 | $75.1M | 0.07% | −25,884−3.8% | Reduced |
| California Public Employees Retirement System | 624,074 | $72.1M | 0.06% | −14,824−2.3% | Reduced |
| UBS Group AG | 599,441 | $69.2M | 0.03% | +167,434+38.8% | Added |
| Great West Life Assurance Co | 587,613 | $68.1M | 0.16% | +68,499+13.2% | Added |
| Public Employees Retirement System of Ohio | 586,691 | $67.8M | 0.27% | −19,018−3.1% | Reduced |
| Barclays PLC | 579,224 | $66.9M | 0.04% | +141,056+32.2% | Added |
| Credit Suisse AG | 577,146 | $66.6M | 0.07% | −4,479−0.8% | Reduced |
| Amundi | 565,157 | $66.1M | 0.03% | −50,120−8.1% | Reduced |
| Retirement Systems of Alabama | 570,704 | $65.9M | 0.30% | −21,232−3.6% | Reduced |
| State of Tennessee, Treasury Department | 536,052 | $61.9M | 0.26% | −120,000−18.3% | Reduced |
| California State Teachers Retirement System | 533,530 | $61.6M | 0.09% | −12,266−2.2% | Reduced |
| Aew Capital Management L P | 518,145 | $59.8M | 2.30% | +22,340+4.5% | Added |
| American Century Companies Inc | 516,761 | $59.7M | 0.04% | −25,063−4.6% | Reduced |
| Envestnet Asset Management Inc | 512,414 | $59.2M | 0.03% | −2,126,986−80.6% | Reduced |
| Allianz Asset Management GmbH | 472,123 | $54.5M | 0.11% | −68,840−12.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 465,336 | $53.7M | 0.11% | +32,173+7.4% | Added |
| Nomura Asset Management Co Ltd | 448,999 | $51.9M | 0.24% | +9,322+2.1% | Added |
| Macquarie Group Ltd | 444,389 | $51.3M | 0.06% | +17,219+4.0% | Added |
| State of New Jersey Common Pension Fund D | 413,879 | $47.8M | 0.16% | +18,000+4.5% | Added |
| Orbis Allan Gray Ltd | 407,375 | $47.0M | 0.34% | +5,742+1.4% | Added |
| New York State Teachers Retirement System | 404,616 | $46.7M | 0.11% | +5,915+1.5% | Added |
| TCM Advisors, LLC | – | $46.2M | 19.81% | – | New |
| Stifel Financial Corp | 394,172 | $45.5M | 0.06% | +22,055+5.9% | Added |
| Voloridge Investment Management, LLC | 377,940 | $43.6M | 0.21% | +25,230+7.2% | Added |
| Pinebridge Investments, L.P. | 376,767 | $43.5M | 0.47% | +193,777+105.9% | Added |
| Susquehanna International Group, LLP | 374,336 | $43.2M | 0.07% | −139,872−27.2% | Reduced |
| TCW Group Inc | 368,147 | $42.5M | 0.47% | +26,532+7.8% | Added |
| Uniplan Investment Counsel, Inc. | 354,157 | $40.9M | 2.97% | −14,581−4.0% | Reduced |
| New York State Common Retirement Fund | 351,514 | $40.6M | 0.05% | −10,140−2.8% | Reduced |
| State Board of Administration of Florida Retirement System | 349,605 | $40.4M | 0.09% | −5,649−1.6% | Reduced |
| Standard Life Aberdeen plc | 348,371 | $40.2M | 0.09% | +9,630+2.8% | Added |
| Ensign Peak Advisors, Inc | 342,012 | $39.5M | 0.08% | −14,887−4.2% | Reduced |
| STRS Ohio | 327,454 | $37.8M | 0.16% | −51,574−13.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 315,291 | $36.4M | 0.08% | +12,446+4.1% | Added |
| LPL Financial LLC | 308,736 | $35.7M | 0.03% | −1,160−0.4% | Reduced |
| Wellington Management Group LLP | 307,718 | $35.5M | 0.01% | −122,851−28.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 304,595 | $35.2M | 0.06% | +9,852+3.3% | Added |
| Weiss Multi-Strategy Advisers LLC | 303,292 | $35.0M | 0.75% | +303,292 | New |
| Robeco Institutional Asset Management B.V. | 301,984 | $34.9M | 0.09% | +45,191+17.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 292,885 | $33.8M | 0.22% | +149,001+103.6% | Added |
| Duff & Phelps Investment Management Co | 291,046 | $33.6M | 0.41% | −113,720−28.1% | Reduced |
| Heitman Real Estate Securities LLC | 286,915 | $33.1M | 1.82% | +111,735+63.8% | Added |
| Minneapolis Portfolio Management Group, LLC | 285,443 | $33.0M | 4.36% | −10,717−3.6% | Reduced |
| DekaBank Deutsche Girozentrale | 267,927 | $30.7M | 0.07% | +7,609+2.9% | Added |
| Brookfield Asset Management Inc. | 263,255 | $30.4M | 0.12% | −108,004−29.1% | Reduced |
| Gateway Investment Advisers LLC | 260,569 | $30.1M | 0.35% | +37,436+16.8% | Added |
| Storebrand Asset Management AS | 255,630 | $29.5M | 0.14% | −1,098−0.4% | Reduced |
| Douglas Lane & Associates, LLC | 254,667 | $29.4M | 0.47% | +2,488+1.0% | Added |
| Capital Advisors Inc | 252,149 | $29.1M | 0.74% | +968+0.4% | Added |