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, 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 |
|---|---|---|---|---|---|
| Chesapeake Asset Management LLC | 7,200 | $777.8K | 0.76% | −20−0.3% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 7,150 | $778.1K | 0.19% | +7,150 | New |
| Nan Shan Life Insurance Co., Ltd. | 7,229 | $780.9K | 0.02% | +7,229 | New |
| TrueWealth Advisors, LLC | 7,260 | $784.3K | 0.33% | 00.0% | Unchanged |
| Versor Investments LP | 7,282 | $786.7K | 0.16% | −4,400−37.7% | Reduced |
| Palogic Value Management, L.P. | 7,286 | $787.1K | 0.39% | +102+1.4% | Added |
| Illinois Municipal Retirement Fund | 7,454 | $805.0K | 0.02% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 7,452 | $805.0K | 0.10% | −4−0.1% | Reduced |
| Alberta Investment Management Corp | 7,500 | $810.2K | 0.01% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 7,526 | $814.0K | 0.04% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,594 | $820.4K | 0.05% | −32−0.4% | Reduced |
| Empowered Funds, LLC | 7,653 | $826.8K | 0.02% | +5,359+233.6% | Added |
| Wright Investors Service Inc | 7,806 | $843.3K | 0.24% | −2,554−24.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,948 | $858.6K | 0.01% | −313−3.8% | Reduced |
| Bedel Financial Consulting, Inc. | 8,036 | $868.1K | 0.18% | +10.0% | Added |
| Bedel Financial Consulting Inc | 8,036 | $868.1K | 0.18% | +8,036 | New |
| Foster & Motley Inc | 8,097 | $875.0K | 0.07% | −11,523−58.7% | Reduced |
| EverSource Wealth Advisors, LLC | 8,104 | $875.5K | 0.09% | −1,229−13.2% | Reduced |
| Brinker Capital Investments, LLC | 8,220 | $888.0K | 0.01% | −201−2.4% | Reduced |
| Orion Portfolio Solutions, LLC | 8,220 | $888.0K | 0.01% | −201−2.4% | Reduced |
| Acadian Asset Management LLC | 8,337 | $899.0K | 0.00% | −7,423−47.1% | Reduced |
| Everence Capital Management Inc | 8,469 | $915.0K | 0.07% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 8,503 | $918.6K | 0.02% | −346−3.9% | Reduced |
| Mystic Asset Management, Inc. | 8,542 | $922.8K | 0.52% | −195−2.2% | Reduced |
| Valeo Financial Advisors, LLC | 8,595 | $928.5K | 0.04% | −354−4.0% | Reduced |
| TD Waterhouse Canada Inc. | 8,910 | $933.7K | 0.01% | −348−3.8% | Reduced |
| Convergence Investment Partners, LLC | 8,694 | $939.0K | 0.56% | −250−2.8% | Reduced |
| NewEdge Wealth, LLC | 8,707 | $940.7K | 0.03% | −213−2.4% | Reduced |
| AXS Investments LLC | 8,780 | $948.5K | 0.25% | −2,214−20.1% | Reduced |
| Perigon Wealth Management, LLC | 8,873 | $958.6K | 0.04% | −350−3.8% | Reduced |
| GeoWealth Management, LLC | 8,926 | $964.0K | 0.11% | +8,926 | New |
| Castle Hook Partners LP | 8,939 | $965.7K | 0.07% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 9,001 | $972.4K | 0.01% | +9,001 | New |
| Pacific Global Investment Management CO | 9,003 | $972.6K | 0.21% | −320−3.4% | Reduced |
| Mark Asset Management LP | 9,072 | $980.0K | 0.19% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 9,100 | $983.1K | 0.09% | +500+5.8% | Added |
| Penserra Capital Management LLC | 9,212 | $993.0K | 0.02% | +483+5.5% | Added |
| Walleye Trading LLC | 9,329 | $1.01M | 0.02% | +9,329 | New |
| XTX Topco Ltd | 9,361 | $1.01M | 0.17% | +9,361 | New |
| Toroso Investments, LLC | 9,461 | $1.02M | 0.03% | +886+10.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,480 | $1.02M | 0.02% | −483−4.8% | Reduced |
| Radnor Capital Management, LLC | 9,488 | $1.02M | 0.20% | +9,488 | New |
| Miracle Mile Advisors, LLC | 9,514 | $1.03M | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 9,546 | $1.03M | 0.01% | −1,194−11.1% | Reduced |
| Vinva Investment Management Ltd | 9,496 | $1.03M | 0.10% | −213−2.2% | Reduced |
| Transcend Wealth Collective, LLC | 9,607 | $1.04M | 0.10% | +495+5.4% | Added |
| iA Global Asset Management Inc. | 9,701 | $1.05M | 0.03% | −1,186−10.9% | Reduced |
| BCGM Wealth Management, LLC | 9,734 | $1.05M | 0.48% | +254+2.7% | Added |
| Great Lakes Advisors, LLC | 9,767 | $1.06M | 0.01% | −7,530−43.5% | Reduced |
| Banque Cantonale Vaudoise | 9,805 | $1.06M | 0.05% | +1,116+12.8% | Added |
| Man Group plc | – | $1.07M | 0.00% | – | New |
| Personal Cfo Solutions, LLC | 9,993 | $1.08M | 0.21% | −319−3.1% | Reduced |
| Lido Advisors, LLC | 10,033 | $1.08M | 0.01% | −936−8.5% | Reduced |
| Greenleaf Trust | 10,060 | $1.09M | 0.01% | +238+2.4% | Added |
| MBL Wealth, LLC | 10,101 | $1.09M | 0.15% | +20+0.2% | Added |
| Jeppson Wealth Management, LLC | 10,145 | $1.10M | 0.50% | +50+0.5% | Added |
| Infrastructure Capital Advisors, LLC | 17 | $1.11M | 0.21% | −12,020−99.9% | Reduced |
| Virtu Financial LLC | 10,279 | $1.11M | 0.11% | +10,279 | New |
| Northwestern Mutual Investment Management Company, LLC | 10,327 | $1.12M | 0.03% | +13+0.1% | Added |
| Granger Management LLC | 10,354 | $1.12M | 0.47% | −149−1.4% | Reduced |
| Assetmark, Inc | 10,413 | $1.12M | 0.00% | +630+6.4% | Added |
| Leonteq Securities AG | 10,580 | $1.14M | 0.12% | −972−8.4% | Reduced |
| Cetera Advisors LLC | 10,722 | $1.16M | 0.02% | +3,028+39.4% | Added |
| Ieq Capital, LLC | 10,757 | $1.16M | 0.02% | −194−1.8% | Reduced |
| Quantinno Capital Management LP | 10,878 | $1.18M | 0.05% | +1,071+10.9% | Added |
| New England Research & Management, Inc. | 10,925 | $1.18M | 0.67% | −300−2.7% | Reduced |
| Vanderbilt University | 10,950 | $1.18M | 0.31% | −612−5.3% | Reduced |
| National Asset Management, Inc. | 10,980 | $1.19M | 0.03% | −826−7.0% | Reduced |
| Westpac Banking Corp | 11,157 | $1.21M | 0.09% | +215+2.0% | Added |
| Wellington Shields Capital Management, LLC | 11,245 | $1.21M | 0.16% | −6,780−37.6% | Reduced |
| First Citizens Bank & Trust Co | 11,279 | $1.22M | 0.02% | −6,435−36.3% | Reduced |
| APG Asset Management N.V. | 11,425 | $1.23M | 0.00% | −1,400−10.9% | Reduced |
| Meitav Dash Investments Ltd | 11,558 | $1.25M | 0.02% | 00.0% | Unchanged |
| HRT Financial LP | 11,648 | $1.26M | 0.01% | −100,346−89.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,648 | $1.26M | 0.10% | −90−0.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 11,663 | $1.26M | 0.46% | −121−1.0% | Reduced |
| Brookstone Capital Management | 12,278 | $1.31M | 0.03% | −655−5.1% | Reduced |
| Howland Capital Management LLC | 12,114 | $1.31M | 0.08% | 00.0% | Unchanged |
| Investors Research Corp | 12,237 | $1.32M | 0.35% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 12,331 | $1.34M | 0.65% | −199−1.6% | Reduced |
| Cascade Investment Advisors, Inc. | 12,458 | $1.35M | 1.06% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 12,472 | $1.35M | 0.48% | +3,571+40.1% | Added |
| Wexford Capital LP | 12,518 | $1.35M | 0.31% | +2,436+24.2% | Added |
| AFS Financial Group, LLC | 12,563 | $1.36M | 0.93% | −108−0.9% | Reduced |
| Erste Asset Management GmbH | 12,600 | $1.37M | 0.02% | −500−3.8% | Reduced |
| Venture Visionary Partners LLC | 12,942 | $1.40M | 0.08% | +1,260+10.8% | Added |
| Diligent Investors, LLC | 12,943 | $1.40M | 0.43% | +12,943 | New |
| Snowden Capital Advisors LLC | 12,976 | $1.40M | 0.06% | −1,744−11.8% | Reduced |
| Carret Asset Management, LLC | 13,053 | $1.41M | 0.20% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 13,265 | $1.43M | 0.94% | +13,265 | Added |
| Affinity Investment Advisors, LLC | 13,435 | $1.45M | 0.94% | −1,480−9.9% | Reduced |
| Prudential PLC | 13,446 | $1.45M | 0.02% | −1,720−11.3% | Reduced |
| MidWestOne Financial Group, Inc. | 13,762 | $1.49M | 0.34% | −2,562−15.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 13,824 | $1.49M | 0.05% | +11,771+573.4% | Added |
| Gsa Capital Partners LLP | 13,826 | $1.49M | 0.13% | +13,826 | New |
| Verition Fund Management LLC | 13,923 | $1.50M | 0.02% | +5,745+70.2% | Added |
| Stevens Capital Management LP | 14,044 | $1.52M | 0.44% | +8,388+148.3% | Added |
| Capstone Investment Advisors, LLC | 14,085 | $1.52M | 0.04% | +9,306+194.7% | Added |
| Tower Research Capital LLC (TRC) | 14,146 | $1.53M | 0.05% | −2,561−15.3% | Reduced |
| Park Avenue Securities LLC | 14,162 | $1.53M | 0.02% | −725−4.9% | Reduced |