Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
No open-market purchases or sales by Simon Property Group Inc. insiders were filed in the last 90 days; 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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 304,595 | $35.2M | 0.06% | +9,852+3.3% | Added |
| Wellington Management Group LLP | 307,718 | $35.5M | 0.01% | −122,851−28.5% | Reduced |
| LPL Financial LLC | 308,736 | $35.7M | 0.03% | −1,160−0.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 315,291 | $36.4M | 0.08% | +12,446+4.1% | Added |
| STRS Ohio | 327,454 | $37.8M | 0.16% | −51,574−13.6% | Reduced |
| Ensign Peak Advisors, Inc | 342,012 | $39.5M | 0.08% | −14,887−4.2% | Reduced |
| Standard Life Aberdeen plc | 348,371 | $40.2M | 0.09% | +9,630+2.8% | Added |
| State Board of Administration of Florida Retirement System | 349,605 | $40.4M | 0.09% | −5,649−1.6% | Reduced |
| New York State Common Retirement Fund | 351,514 | $40.6M | 0.05% | −10,140−2.8% | Reduced |
| Uniplan Investment Counsel, Inc. | 354,157 | $40.9M | 2.97% | −14,581−4.0% | Reduced |
| TCW Group Inc | 368,147 | $42.5M | 0.47% | +26,532+7.8% | Added |
| Susquehanna International Group, LLP | 374,336 | $43.2M | 0.07% | −139,872−27.2% | Reduced |
| Pinebridge Investments, L.P. | 376,767 | $43.5M | 0.47% | +193,777+105.9% | Added |
| Voloridge Investment Management, LLC | 377,940 | $43.6M | 0.21% | +25,230+7.2% | Added |
| Stifel Financial Corp | 394,172 | $45.5M | 0.06% | +22,055+5.9% | Added |
| TCM Advisors, LLC | – | $46.2M | 19.81% | – | New |
| New York State Teachers Retirement System | 404,616 | $46.7M | 0.11% | +5,915+1.5% | Added |
| Orbis Allan Gray Ltd | 407,375 | $47.0M | 0.34% | +5,742+1.4% | Added |
| State of New Jersey Common Pension Fund D | 413,879 | $47.8M | 0.16% | +18,000+4.5% | Added |
| Macquarie Group Ltd | 444,389 | $51.3M | 0.06% | +17,219+4.0% | Added |
| Nomura Asset Management Co Ltd | 448,999 | $51.9M | 0.24% | +9,322+2.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 465,336 | $53.7M | 0.11% | +32,173+7.4% | Added |
| Allianz Asset Management GmbH | 472,123 | $54.5M | 0.11% | −68,840−12.7% | Reduced |
| Envestnet Asset Management Inc | 512,414 | $59.2M | 0.03% | −2,126,986−80.6% | Reduced |
| American Century Companies Inc | 516,761 | $59.7M | 0.04% | −25,063−4.6% | Reduced |
| Aew Capital Management L P | 518,145 | $59.8M | 2.30% | +22,340+4.5% | Added |
| California State Teachers Retirement System | 533,530 | $61.6M | 0.09% | −12,266−2.2% | Reduced |
| State of Tennessee, Treasury Department | 536,052 | $61.9M | 0.26% | −120,000−18.3% | Reduced |
| Retirement Systems of Alabama | 570,704 | $65.9M | 0.30% | −21,232−3.6% | Reduced |
| Amundi | 565,157 | $66.1M | 0.03% | −50,120−8.1% | Reduced |
| Credit Suisse AG | 577,146 | $66.6M | 0.07% | −4,479−0.8% | Reduced |
| Barclays PLC | 579,224 | $66.9M | 0.04% | +141,056+32.2% | Added |
| Public Employees Retirement System of Ohio | 586,691 | $67.8M | 0.27% | −19,018−3.1% | Reduced |
| Great West Life Assurance Co | 587,613 | $68.1M | 0.16% | +68,499+13.2% | Added |
| UBS Group AG | 599,441 | $69.2M | 0.03% | +167,434+38.8% | Added |
| California Public Employees Retirement System | 624,074 | $72.1M | 0.06% | −14,824−2.3% | Reduced |
| Neuberger Berman Group LLC | 650,468 | $75.1M | 0.07% | −25,884−3.8% | Reduced |
| LSV Asset Management | 664,945 | $76.8M | 0.17% | −32,600−4.7% | Reduced |
| Asset Management One Co.,Ltd. | 682,992 | $78.9M | 0.33% | +20,199+3.0% | Added |
| Lasalle Investment Management Securities LLC | 695,144 | $80.3M | 3.18% | −5,029−0.7% | Reduced |
| Bank of Montreal | 693,731 | $80.3M | 0.05% | −20,203−2.8% | Reduced |
| HSBC Holdings PLC | 708,360 | $81.6M | 0.09% | +156,494+28.4% | Added |
| National Pension Service | 751,645 | $86.3M | 0.14% | +112,904+17.7% | Added |
| Alliancebernstein L.P. | 753,371 | $87.0M | 0.04% | +54,553+7.8% | Added |
| Rhumbline Advisers | 763,889 | $88.2M | 0.10% | −7,146−0.9% | Reduced |
| HighTower Advisors, LLC | 782,118 | $90.3M | 0.18% | +25,041+3.3% | Added |
| APG Asset Management US Inc. | 820,527 | $94.8M | 0.76% | −2210.0% | Reduced |
| Bessemer Group Inc | 846,000 | $97.7M | 0.21% | +3,210+0.4% | Added |
| Prudential Financial Inc | 853,475 | $98.6M | 0.14% | +84,797+11.0% | Added |
| Wells Fargo & Company | 903,038 | $104.3M | 0.03% | −89,474−9.0% | Reduced |
| SEI Investments Co | 913,100 | $105.4M | 0.18% | +62,801+7.4% | Added |
| Parnassus Investments | 913,815 | $105.5M | 0.25% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,080,067 | $124.7M | 0.19% | −19,500−1.8% | Reduced |
| Schroder Investment Management Group | 1,086,813 | $125.5M | 0.18% | +7,957+0.7% | Added |
| PGGM Investments | 1,145,375 | $132.3M | 2.14% | +7,969+0.7% | Added |
| Swiss National Bank | 1,180,027 | $136.3M | 0.09% | −117,600−9.1% | Reduced |
| Bank of America Corp | 1,584,583 | $183.0M | 0.02% | −480,173−23.3% | Reduced |
| Russell Investments Group, Ltd. | 1,626,873 | $187.7M | 0.36% | +6,944+0.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,726,969 | $199.4M | 0.16% | −142,047−7.6% | Reduced |
| Royal Bank of Canada | 1,781,516 | $205.7M | 0.06% | +225,337+14.5% | Added |
| Centersquare Investment Management LLC | 2,023,302 | $233.7M | 2.74% | −215,913−9.6% | Reduced |
| Goldman Sachs Group Inc | 2,026,872 | $234.1M | 0.06% | −55,395−2.7% | Reduced |
| Boston Partners | 2,042,988 | $235.9M | 0.32% | +14,100+0.7% | Added |
| Principal Financial Group Inc | 2,101,613 | $242.7M | 0.17% | −16,899−0.8% | Reduced |
| Massachusetts Financial Services Co | 2,129,905 | $246.0M | 0.08% | −301,849−12.4% | Reduced |
| Cbre Clarion Securities LLC | 2,143,529 | $247.5M | 4.43% | −132,398−5.8% | Reduced |
| Ameriprise Financial Inc | 2,171,883 | $253.9M | 0.08% | +113,478+5.5% | Added |
| Invesco Ltd. | 2,337,438 | $269.9M | 0.07% | +34,743+1.5% | Added |
| Smead Capital Management, Inc. | 2,419,000 | $279.3M | 5.55% | −38,290−1.6% | Reduced |
| UBS Asset Management Americas Inc | 2,590,804 | $290.1M | 0.14% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 2,840,428 | $328.0M | 0.07% | −59,455−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 3,424,380 | $395.4M | 0.11% | +16,733+0.5% | Added |
| Deutsche Bank AG | 3,657,430 | $422.4M | 0.22% | −93,661−2.5% | Reduced |
| Price T Rowe Associates Inc | 4,010,516 | $463.1M | 0.06% | +115,481+3.0% | Added |
| Legal & General Group Plc | 4,373,546 | $505.1M | 0.16% | +135,097+3.2% | Added |
| Nuveen Asset Management, LLC | 4,410,455 | $509.3M | 0.18% | −9,141−0.2% | Reduced |
| Dimensional Fund Advisors LP | 4,653,918 | $537.4M | 0.17% | +48,851+1.1% | Added |
| Northern Trust Corp | 4,658,420 | $538.0M | 0.10% | −54,873−1.2% | Reduced |
| JPMorgan Chase & Co | 4,701,675 | $542.9M | 0.06% | +1,437,364+44.0% | Added |
| Daiwa Securities Group Inc. | 5,431,061 | $627.2M | 4.15% | +966,094+21.6% | Added |
| Morgan Stanley | 5,828,142 | $673.0M | 0.07% | −138,389−2.3% | Reduced |
| FMR LLC | 6,489,792 | $749.4M | 0.06% | +571,961+9.7% | Added |
| Norges Bank | 7,003,650 | $808.8M | 0.16% | +79,124+1.1% | Added |
| Geode Capital Management, LLC | 7,643,221 | $880.7M | 0.10% | −501,145−6.2% | Reduced |
| State Street Corp | 22,598,597 | $2.61B | 0.14% | −100,780−0.4% | Reduced |
| Cohen & Steers, Inc. | 24,433,430 | $2.82B | 5.94% | +1,852,099+8.2% | Added |
| BlackRock Inc. | 34,008,024 | $3.93B | 0.11% | −605,948−1.8% | Reduced |
| Vanguard Group Inc | 46,252,968 | $5.34B | 0.13% | −2,268,749−4.7% | Reduced |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −684,968−100.0% | Sold out |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −225,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −107,702−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −43,419−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −25,715−100.0% | Sold out |
| Trivant Custom Portfolio Group, LLC | 0 | $0 | 0.00% | −23,394−100.0% | Sold out |
| Argonautica Private Wealth Management, Inc | 0 | $0 | 0.00% | −21,944−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −19,024−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −16,475−100.0% | Sold out |
| Joho Capital LLC | 0 | $0 | 0.00% | −13,970−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −13,033−100.0% | Sold out |