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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 304,694 | $32.9M | 0.15% | +99,121+48.2% | Added |
| TCW Group Inc | 326,280 | $35.2M | 0.44% | −41,867−11.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 327,438 | $35.4M | 0.09% | +12,147+3.9% | Added |
| State Board of Administration of Florida Retirement System | 334,767 | $36.2M | 0.09% | −14,838−4.2% | Reduced |
| Ensign Peak Advisors, Inc | 342,012 | $36.9M | 0.08% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 343,897 | $37.2M | 0.09% | −4,474−1.3% | Reduced |
| Orbis Allan Gray Ltd | 359,641 | $38.9M | 0.28% | −47,734−11.7% | Reduced |
| LPL Financial LLC | 360,116 | $38.9M | 0.03% | +51,380+16.6% | Added |
| Uniplan Investment Counsel, Inc. | 358,485 | $39.4M | 3.02% | +4,328+1.2% | Added |
| Pinebridge Investments, L.P. | 376,941 | $40.7M | 0.45% | +1740.0% | Added |
| State of Tennessee, Treasury Department | 377,551 | $40.8M | 0.16% | −158,501−29.6% | Reduced |
| New York State Teachers Retirement System | 386,851 | $41.8M | 0.10% | −17,765−4.4% | Reduced |
| Stifel Financial Corp | 387,621 | $41.9M | 0.06% | −6,551−1.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 396,769 | $42.9M | 0.28% | +103,884+35.5% | Added |
| State of New Jersey Common Pension Fund D | 408,139 | $44.1M | 0.16% | −5,740−1.4% | Reduced |
| Macquarie Group Ltd | 419,091 | $45.3M | 0.06% | −25,298−5.7% | Reduced |
| Envestnet Asset Management Inc | 429,472 | $46.4M | 0.02% | −82,942−16.2% | Reduced |
| Allianz Asset Management GmbH | 433,793 | $46.9M | 0.10% | −38,330−8.1% | Reduced |
| Nomura Asset Management Co Ltd | 453,037 | $48.9M | 0.23% | +4,038+0.9% | Added |
| Millennium Management LLC | 453,789 | $49.0M | 0.05% | +217,169+91.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 495,431 | $53.5M | 0.11% | +30,095+6.5% | Added |
| Aew Capital Management L P | 513,275 | $55.4M | 2.32% | −4,870−0.9% | Reduced |
| California State Teachers Retirement System | 517,495 | $55.9M | 0.09% | −16,035−3.0% | Reduced |
| Great West Life Assurance Co | 558,699 | $60.4M | 0.14% | −28,914−4.9% | Reduced |
| UBS Group AG | 560,244 | $60.5M | 0.03% | −39,197−6.5% | Reduced |
| Credit Suisse AG | 564,124 | $60.9M | 0.06% | −13,022−2.3% | Reduced |
| Retirement Systems of Alabama | 569,308 | $61.5M | 0.29% | −1,396−0.2% | Reduced |
| Adelante Capital Management LLC | 573,465 | $62.0M | 5.01% | +11,812+2.1% | Added |
| Barclays PLC | 612,609 | $66.2M | 0.04% | +33,385+5.8% | Added |
| LSV Asset Management | 617,145 | $66.7M | 0.16% | −47,800−7.2% | Reduced |
| Public Employees Retirement System of Ohio | 623,519 | $67.4M | 0.30% | +36,828+6.3% | Added |
| California Public Employees Retirement System | 637,534 | $68.9M | 0.06% | +13,460+2.2% | Added |
| First Republic Investment Management, Inc. | 642,625 | $69.4M | 0.20% | +642,625 | New |
| Asset Management One Co.,Ltd. | 654,801 | $70.7M | 0.31% | −28,191−4.1% | Reduced |
| Lasalle Investment Management Securities LLC | 661,751 | $71.5M | 3.19% | −33,393−4.8% | Reduced |
| Amundi | 694,541 | $74.3M | 0.04% | +129,384+22.9% | Added |
| Neuberger Berman Group LLC | 718,249 | $77.6M | 0.07% | +67,781+10.4% | Added |
| Alliancebernstein L.P. | 732,233 | $79.1M | 0.03% | −21,138−2.8% | Reduced |
| APG Asset Management US Inc. | 742,061 | $80.2M | 0.71% | −78,466−9.6% | Reduced |
| Bank of Montreal | 699,242 | $81.7M | 0.05% | +5,511+0.8% | Added |
| HSBC Holdings PLC | 768,478 | $83.0M | 0.09% | +60,118+8.5% | Added |
| National Pension Service | 774,979 | $84.6M | 0.14% | +23,334+3.1% | Added |
| Rhumbline Advisers | 784,475 | $84.7M | 0.10% | +20,586+2.7% | Added |
| Wells Fargo & Company | 792,068 | $85.6M | 0.03% | −110,970−12.3% | Reduced |
| HighTower Advisors, LLC | 817,370 | $88.3M | 0.17% | +35,252+4.5% | Added |
| Bessemer Group Inc | 850,691 | $91.9M | 0.20% | +4,691+0.6% | Added |
| American Century Companies Inc | 854,191 | $92.3M | 0.07% | +337,430+65.3% | Added |
| Parnassus Investments | 913,815 | $98.7M | 0.24% | 00.0% | Unchanged |
| SEI Investments Co | 956,123 | $103.3M | 0.19% | +43,023+4.7% | Added |
| Swiss National Bank | 1,051,827 | $113.6M | 0.09% | −128,200−10.9% | Reduced |
| Canada Pension Plan Investment Board | 1,080,067 | $116.7M | 0.17% | 00.0% | Unchanged |
| PGGM Investments | 1,210,360 | $130.8M | 2.26% | +64,985+5.7% | Added |
| Schroder Investment Management Group | 1,267,131 | $136.9M | 0.20% | +180,318+16.6% | Added |
| Prudential Financial Inc | 1,428,409 | $154.3M | 0.24% | +574,934+67.4% | Added |
| Russell Investments Group, Ltd. | 1,538,399 | $166.3M | 0.33% | −88,474−5.4% | Reduced |
| Bank of America Corp | 1,556,648 | $168.2M | 0.02% | −27,935−1.8% | Reduced |
| Ameriprise Financial Inc | 1,620,382 | $173.4M | 0.06% | −551,501−25.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,665,246 | $179.9M | 0.15% | −61,723−3.6% | Reduced |
| Royal Bank of Canada | 1,887,122 | $203.9M | 0.06% | +105,606+5.9% | Added |
| Centersquare Investment Management LLC | 2,030,093 | $219.3M | 2.76% | +6,791+0.3% | Added |
| Boston Partners | 2,044,878 | $220.9M | 0.31% | +1,890+0.1% | Added |
| Principal Financial Group Inc | 2,128,104 | $229.9M | 0.17% | +26,491+1.3% | Added |
| Deutsche Bank AG | 2,224,075 | $240.3M | 0.16% | −1,433,355−39.2% | Reduced |
| Cbre Clarion Securities LLC | 2,305,024 | $249.0M | 5.01% | +161,495+7.5% | Added |
| Smead Capital Management, Inc. | 2,339,906 | $252.8M | 5.16% | −79,094−3.3% | Reduced |
| Invesco Ltd. | 2,409,189 | $260.3M | 0.07% | +71,751+3.1% | Added |
| UBS Asset Management Americas Inc | 2,701,120 | $291.8M | 0.13% | +110,316+4.3% | Added |
| Bank of New York Mellon Corp | 2,765,855 | $298.8M | 0.07% | −74,573−2.6% | Reduced |
| Goldman Sachs Group Inc | 3,033,558 | $327.7M | 0.08% | +1,006,686+49.7% | Added |
| Charles Schwab Investment Management Inc | 3,465,010 | $374.3M | 0.11% | +40,630+1.2% | Added |
| Legal & General Group Plc | 4,242,548 | $458.3M | 0.16% | −130,998−3.0% | Reduced |
| Nuveen Asset Management, LLC | 4,569,690 | $493.7M | 0.17% | +159,235+3.6% | Added |
| JPMorgan Chase & Co | 4,609,884 | $498.0M | 0.06% | −91,791−2.0% | Reduced |
| Dimensional Fund Advisors LP | 4,671,932 | $504.7M | 0.17% | +18,014+0.4% | Added |
| Northern Trust Corp | 4,745,198 | $512.6M | 0.10% | +86,778+1.9% | Added |
| Price T Rowe Associates Inc | 4,860,988 | $525.1M | 0.08% | +850,472+21.2% | Added |
| Daiwa Securities Group Inc. | 5,172,718 | $558.8M | 3.98% | −258,343−4.8% | Reduced |
| Morgan Stanley | 5,840,541 | $631.0M | 0.06% | +12,399+0.2% | Added |
| FMR LLC | 5,931,151 | $640.7M | 0.06% | −558,641−8.6% | Reduced |
| Geode Capital Management, LLC | 8,538,503 | $920.9M | 0.11% | +895,282+11.7% | Added |
| Norges Bank | 12,330,473 | $1.33B | 0.27% | +5,326,823+76.1% | Added |
| State Street Corp | 22,240,369 | $2.40B | 0.13% | −358,228−1.6% | Reduced |
| Cohen & Steers, Inc. | 23,452,689 | $2.53B | 5.83% | −980,741−4.0% | Reduced |
| BlackRock Inc. | 33,515,566 | $3.62B | 0.10% | −492,458−1.4% | Reduced |
| Vanguard Group Inc | 46,115,129 | $4.98B | 0.12% | −137,839−0.3% | Reduced |
| TCM Advisors, LLC | 0 | $0 | 0.00% | – | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −303,292−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −208,993−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −120,416−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −77,700−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −72,177−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −43,789−100.0% | Sold out |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −40,108−100.0% | Sold out |
| Penn Mutual Asset Management, LLC | 0 | $0 | 0.00% | −30,240−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −29,236−100.0% | Sold out |
| Elevatus Welath Management | 0 | $0 | 0.00% | −26,530−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −18,435−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −17,497−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −15,301−100.0% | Sold out |
| PCG Wealth Advisors, LLC | 0 | $0 | 0.00% | −14,067−100.0% | Sold out |