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 2023
Institutional positions in Simon Property Group Inc. as of Sep 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
- 985
- +3 vs. Q2 2023
- Shares held
- 287.0M
- +2.55M (+0.9%) vs. Q2 2023
- Total value
- $31.0B
- −$1.81B (−5.5%) vs. Q2 2023
- New holders
- 85
- 351 more added
- Sold out
- 82
- 360 more reduced
6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 46,115,129 | $4.98B | 0.12% | −137,839−0.3% | Reduced |
| BlackRock Inc. | 33,515,566 | $3.62B | 0.10% | −492,458−1.4% | Reduced |
| Cohen & Steers, Inc. | 23,452,689 | $2.53B | 5.83% | −980,741−4.0% | Reduced |
| State Street Corp | 22,240,369 | $2.40B | 0.13% | −358,228−1.6% | Reduced |
| Norges Bank | 12,330,473 | $1.33B | 0.27% | +5,326,823+76.1% | Added |
| Geode Capital Management, LLC | 8,538,503 | $920.9M | 0.11% | +895,282+11.7% | Added |
| FMR LLC | 5,931,151 | $640.7M | 0.06% | −558,641−8.6% | Reduced |
| Morgan Stanley | 5,840,541 | $631.0M | 0.06% | +12,399+0.2% | Added |
| Daiwa Securities Group Inc. | 5,172,718 | $558.8M | 3.98% | −258,343−4.8% | Reduced |
| Price T Rowe Associates Inc | 4,860,988 | $525.1M | 0.08% | +850,472+21.2% | Added |
| Northern Trust Corp | 4,745,198 | $512.6M | 0.10% | +86,778+1.9% | Added |
| Dimensional Fund Advisors LP | 4,671,932 | $504.7M | 0.17% | +18,014+0.4% | Added |
| JPMorgan Chase & Co | 4,609,884 | $498.0M | 0.06% | −91,791−2.0% | Reduced |
| Nuveen Asset Management, LLC | 4,569,690 | $493.7M | 0.17% | +159,235+3.6% | Added |
| Legal & General Group Plc | 4,242,548 | $458.3M | 0.16% | −130,998−3.0% | Reduced |
| Charles Schwab Investment Management Inc | 3,465,010 | $374.3M | 0.11% | +40,630+1.2% | Added |
| Goldman Sachs Group Inc | 3,033,558 | $327.7M | 0.08% | +1,006,686+49.7% | Added |
| Bank of New York Mellon Corp | 2,765,855 | $298.8M | 0.07% | −74,573−2.6% | Reduced |
| UBS Asset Management Americas Inc | 2,701,120 | $291.8M | 0.13% | +110,316+4.3% | Added |
| Invesco Ltd. | 2,409,189 | $260.3M | 0.07% | +71,751+3.1% | Added |
| Smead Capital Management, Inc. | 2,339,906 | $252.8M | 5.16% | −79,094−3.3% | Reduced |
| Cbre Clarion Securities LLC | 2,305,024 | $249.0M | 5.01% | +161,495+7.5% | Added |
| Deutsche Bank AG | 2,224,075 | $240.3M | 0.16% | −1,433,355−39.2% | Reduced |
| Principal Financial Group Inc | 2,128,104 | $229.9M | 0.17% | +26,491+1.3% | Added |
| Boston Partners | 2,044,878 | $220.9M | 0.31% | +1,890+0.1% | Added |
| Centersquare Investment Management LLC | 2,030,093 | $219.3M | 2.76% | +6,791+0.3% | Added |
| Royal Bank of Canada | 1,887,122 | $203.9M | 0.06% | +105,606+5.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,665,246 | $179.9M | 0.15% | −61,723−3.6% | Reduced |
| Ameriprise Financial Inc | 1,620,382 | $173.4M | 0.06% | −551,501−25.4% | Reduced |
| Bank of America Corp | 1,556,648 | $168.2M | 0.02% | −27,935−1.8% | Reduced |
| Russell Investments Group, Ltd. | 1,538,399 | $166.3M | 0.33% | −88,474−5.4% | Reduced |
| Prudential Financial Inc | 1,428,409 | $154.3M | 0.24% | +574,934+67.4% | Added |
| Schroder Investment Management Group | 1,267,131 | $136.9M | 0.20% | +180,318+16.6% | Added |
| PGGM Investments | 1,210,360 | $130.8M | 2.26% | +64,985+5.7% | Added |
| Canada Pension Plan Investment Board | 1,080,067 | $116.7M | 0.17% | 00.0% | Unchanged |
| Swiss National Bank | 1,051,827 | $113.6M | 0.09% | −128,200−10.9% | Reduced |
| SEI Investments Co | 956,123 | $103.3M | 0.19% | +43,023+4.7% | Added |
| Parnassus Investments | 913,815 | $98.7M | 0.24% | 00.0% | Unchanged |
| American Century Companies Inc | 854,191 | $92.3M | 0.07% | +337,430+65.3% | Added |
| Bessemer Group Inc | 850,691 | $91.9M | 0.20% | +4,691+0.6% | Added |
| HighTower Advisors, LLC | 817,370 | $88.3M | 0.17% | +35,252+4.5% | Added |
| Wells Fargo & Company | 792,068 | $85.6M | 0.03% | −110,970−12.3% | Reduced |
| Rhumbline Advisers | 784,475 | $84.7M | 0.10% | +20,586+2.7% | Added |
| National Pension Service | 774,979 | $84.6M | 0.14% | +23,334+3.1% | Added |
| HSBC Holdings PLC | 768,478 | $83.0M | 0.09% | +60,118+8.5% | Added |
| Bank of Montreal | 699,242 | $81.7M | 0.05% | +5,511+0.8% | Added |
| APG Asset Management US Inc. | 742,061 | $80.2M | 0.71% | −78,466−9.6% | Reduced |
| Alliancebernstein L.P. | 732,233 | $79.1M | 0.03% | −21,138−2.8% | Reduced |
| Neuberger Berman Group LLC | 718,249 | $77.6M | 0.07% | +67,781+10.4% | Added |
| Amundi | 694,541 | $74.3M | 0.04% | +129,384+22.9% | Added |
| Lasalle Investment Management Securities LLC | 661,751 | $71.5M | 3.19% | −33,393−4.8% | Reduced |
| Asset Management One Co.,Ltd. | 654,801 | $70.7M | 0.31% | −28,191−4.1% | Reduced |
| First Republic Investment Management, Inc. | 642,625 | $69.4M | 0.20% | +642,625 | New |
| California Public Employees Retirement System | 637,534 | $68.9M | 0.06% | +13,460+2.2% | Added |
| Public Employees Retirement System of Ohio | 623,519 | $67.4M | 0.30% | +36,828+6.3% | Added |
| LSV Asset Management | 617,145 | $66.7M | 0.16% | −47,800−7.2% | Reduced |
| Barclays PLC | 612,609 | $66.2M | 0.04% | +33,385+5.8% | Added |
| Adelante Capital Management LLC | 573,465 | $62.0M | 5.01% | +11,812+2.1% | Added |
| Retirement Systems of Alabama | 569,308 | $61.5M | 0.29% | −1,396−0.2% | Reduced |
| Credit Suisse AG | 564,124 | $60.9M | 0.06% | −13,022−2.3% | Reduced |
| UBS Group AG | 560,244 | $60.5M | 0.03% | −39,197−6.5% | Reduced |
| Great West Life Assurance Co | 558,699 | $60.4M | 0.14% | −28,914−4.9% | Reduced |
| California State Teachers Retirement System | 517,495 | $55.9M | 0.09% | −16,035−3.0% | Reduced |
| Aew Capital Management L P | 513,275 | $55.4M | 2.32% | −4,870−0.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 495,431 | $53.5M | 0.11% | +30,095+6.5% | Added |
| Millennium Management LLC | 453,789 | $49.0M | 0.05% | +217,169+91.8% | Added |
| Nomura Asset Management Co Ltd | 453,037 | $48.9M | 0.23% | +4,038+0.9% | Added |
| Allianz Asset Management GmbH | 433,793 | $46.9M | 0.10% | −38,330−8.1% | Reduced |
| Envestnet Asset Management Inc | 429,472 | $46.4M | 0.02% | −82,942−16.2% | Reduced |
| Macquarie Group Ltd | 419,091 | $45.3M | 0.06% | −25,298−5.7% | Reduced |
| State of New Jersey Common Pension Fund D | 408,139 | $44.1M | 0.16% | −5,740−1.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 396,769 | $42.9M | 0.28% | +103,884+35.5% | Added |
| Stifel Financial Corp | 387,621 | $41.9M | 0.06% | −6,551−1.7% | Reduced |
| New York State Teachers Retirement System | 386,851 | $41.8M | 0.10% | −17,765−4.4% | Reduced |
| State of Tennessee, Treasury Department | 377,551 | $40.8M | 0.16% | −158,501−29.6% | Reduced |
| Pinebridge Investments, L.P. | 376,941 | $40.7M | 0.45% | +1740.0% | Added |
| Uniplan Investment Counsel, Inc. | 358,485 | $39.4M | 3.02% | +4,328+1.2% | Added |
| LPL Financial LLC | 360,116 | $38.9M | 0.03% | +51,380+16.6% | Added |
| Orbis Allan Gray Ltd | 359,641 | $38.9M | 0.28% | −47,734−11.7% | Reduced |
| Standard Life Aberdeen plc | 343,897 | $37.2M | 0.09% | −4,474−1.3% | Reduced |
| Ensign Peak Advisors, Inc | 342,012 | $36.9M | 0.08% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 334,767 | $36.2M | 0.09% | −14,838−4.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 327,438 | $35.4M | 0.09% | +12,147+3.9% | Added |
| TCW Group Inc | 326,280 | $35.2M | 0.44% | −41,867−11.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 304,694 | $32.9M | 0.15% | +99,121+48.2% | Added |
| KBC Group NV | 304,510 | $32.9M | 0.13% | +227,078+293.3% | Added |
| Wellington Management Group LLP | 303,447 | $32.8M | 0.01% | −4,271−1.4% | Reduced |
| New York State Common Retirement Fund | 301,771 | $32.6M | 0.05% | −49,743−14.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 300,104 | $32.4M | 0.06% | −4,491−1.5% | Reduced |
| Massachusetts Financial Services Co | 294,671 | $31.8M | 0.01% | −1,835,234−86.2% | Reduced |
| Duff & Phelps Investment Management Co | 293,516 | $31.7M | 0.42% | +2,470+0.8% | Added |
| Minneapolis Portfolio Management Group, LLC | 272,511 | $29.4M | 4.35% | −12,932−4.5% | Reduced |
| STRS Ohio | 265,554 | $28.7M | 0.13% | −61,900−18.9% | Reduced |
| DekaBank Deutsche Girozentrale | 263,509 | $28.6M | 0.07% | −4,418−1.6% | Reduced |
| Manufacturers Life Insurance Company, The | 264,684 | $28.6M | 0.02% | +18,711+7.6% | Added |
| Virginia Retirement Systems Et Al | 257,269 | $27.8M | 0.27% | +16,800+7.0% | Added |
| Citigroup Inc | 255,547 | $27.6M | 0.04% | +37,157+17.0% | Added |
| Victory Capital Management Inc | 255,039 | $27.6M | 0.03% | +9,950+4.1% | Added |
| Douglas Lane & Associates, LLC | 254,412 | $27.5M | 0.46% | −255−0.1% | Reduced |
| Capital Advisors Inc | 251,805 | $27.2M | 0.71% | −344−0.1% | Reduced |