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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 14,451 | $1.56M | 0.02% | −20,057−58.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 14,480 | $1.56M | 0.17% | +109+0.8% | Added |
| Cascade Investment Group, Inc. | 14,621 | $1.58M | 1.49% | −225−1.5% | Reduced |
| Tredje AP-fonden | 14,742 | $1.59M | 0.02% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 14,835 | $1.60M | 0.01% | −634−4.1% | Reduced |
| Advisors Asset Management, Inc. | 14,853 | $1.60M | 0.03% | −2,128−12.5% | Reduced |
| Two Sigma Securities, LLC | 15,221 | $1.64M | 0.08% | +15,221 | New |
| Gabelli Funds LLC | 15,250 | $1.65M | 0.01% | +750+5.2% | Added |
| Alpine Woods Capital Investors, LLC | 15,383 | $1.66M | 0.27% | +67+0.4% | Added |
| E. Ohman J:or Asset Management AB | 15,600 | $1.69M | 0.06% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 15,618 | $1.69M | 0.41% | +86+0.6% | Added |
| Madison Wealth Management | 15,720 | $1.70M | 0.36% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 15,725 | $1.70M | 0.03% | −375−2.3% | Reduced |
| Black Swift Group, LLC | 15,790 | $1.71M | 0.56% | −11,110−41.3% | Reduced |
| Spirit of America Management Corp | 16,300 | $1.76M | 0.40% | −1,300−7.4% | Reduced |
| Clough Capital Partners L P | 16,400 | $1.77M | 0.19% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 16,433 | $1.78M | 0.00% | +5,150+45.6% | Added |
| Glenmede Trust Co NA | 16,521 | $1.78M | 0.01% | −4,777−22.4% | Reduced |
| Arbor Capital Management Inc | 16,804 | $1.80M | 1.61% | −526−3.0% | Reduced |
| New Potomac Partners, LLC | 16,893 | $1.82M | 1.26% | +87+0.5% | Added |
| Lincluden Management Ltd | 16,912 | $1.83M | 0.22% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 16,995 | $1.84M | 0.08% | +1,100+6.9% | Added |
| Tower Bridge Advisors | 17,050 | $1.84M | 0.17% | −1,050−5.8% | Reduced |
| Blair William & Co | 17,077 | $1.84M | 0.01% | −25,514−59.9% | Reduced |
| Advisor Partners II, LLC | 17,132 | $1.85M | 0.07% | +1,949+12.8% | Added |
| Redmond Asset Management, LLC | 17,182 | $1.86M | 0.66% | +580+3.5% | Added |
| Ami Investment Management Inc | 17,419 | $1.88M | 0.85% | −345−1.9% | Reduced |
| Omers Administration Corp | 17,800 | $1.92M | 0.03% | −1,800−9.2% | Reduced |
| Financial Management Network Inc | 18,539 | $1.94M | 0.64% | +178+1.0% | Added |
| CIBC World Markets Corp | 18,059 | $1.95M | 0.02% | −20,261−52.9% | Reduced |
| AE Wealth Management LLC | 18,414 | $1.99M | 0.01% | −1,174−6.0% | Reduced |
| Phocas Financial Corp. | 18,475 | $2.00M | 0.29% | −287−1.5% | Reduced |
| Cresset Asset Management, LLC | 18,665 | $2.02M | 0.01% | +842+4.7% | Added |
| Commerce Bank | 18,895 | $2.04M | 0.02% | +143+0.8% | Added |
| Integrated Advisors Network LLC | 19,027 | $2.06M | 0.13% | −1,986−9.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 19,258 | $2.08M | 0.21% | +45+0.2% | Added |
| Lodestone Wealth Management LLC | 19,348 | $2.09M | 1.47% | −1,690−8.0% | Reduced |
| Wolverine Asset Management LLC | 19,560 | $2.11M | 0.04% | +19,258+6,376.8% | Added |
| Robertson Stephens Wealth Management, LLC | 19,570 | $2.11M | 0.14% | +16,538+545.4% | Added |
| Lake Street Advisors Group, LLC | 19,602 | $2.12M | 0.13% | −159−0.8% | Reduced |
| Adell Harriman & Carpenter Inc | 19,690 | $2.13M | 0.22% | +660+3.5% | Added |
| Intact Investment Management Inc. | 20,000 | $2.16M | 0.09% | 00.0% | Unchanged |
| GAM Holding AG | 20,009 | $2.16M | 0.16% | +30.0% | Added |
| Louisiana State Employees Retirement System | 20,300 | $2.19M | 0.05% | +100+0.5% | Added |
| Pacer Advisors, Inc. | 20,626 | $2.23M | 0.01% | +514+2.6% | Added |
| Naviter Wealth, LLC | 21,051 | $2.27M | 0.55% | +2,139+11.3% | Added |
| Perpetual Ltd | 21,120 | $2.28M | 0.02% | −150−0.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,211 | $2.29M | 0.04% | +254+1.2% | Added |
| TTP Investments, Inc. | 21,421 | $2.31M | 1.53% | +2,723+14.6% | Added |
| Yarbrough Capital, LLC | 21,500 | $2.32M | 0.14% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 21,519 | $2.32M | 0.05% | +1,631+8.2% | Added |
| Fortem Financial Group, LLC | 21,698 | $2.34M | 1.37% | −2,685−11.0% | Reduced |
| Chilton Capital Management LLC | 21,830 | $2.36M | 0.13% | +30+0.1% | Added |
| Private Advisor Group, LLC | 22,108 | $2.39M | 0.02% | +589+2.7% | Added |
| Hartford Investment Management Co | 22,270 | $2.41M | 0.10% | −660−2.9% | Reduced |
| Oppenheimer Asset Management Inc. | 22,649 | $2.45M | 0.04% | −3,692−14.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 22,909 | $2.47M | 0.04% | +3,700+19.3% | Added |
| AMG National Trust Bank | 23,015 | $2.49M | 0.09% | −516−2.2% | Reduced |
| SAM Advisors, LLC | 23,258 | $2.51M | 1.09% | −265−1.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 23,268 | $2.51M | 0.01% | +23,268 | New |
| Fred Alger Management, LLC | 23,357 | $2.52M | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 23,381 | $2.53M | 0.08% | −3,164−11.9% | Reduced |
| Metropolitan Life Insurance Co | 23,585 | $2.55M | 0.13% | −653−2.7% | Reduced |
| Pensionfund Sabic | 23,606 | $2.55M | 0.90% | +800+3.5% | Added |
| Truvestments Capital LLC | 23,703 | $2.56M | 1.33% | +629+2.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 23,796 | $2.57M | 0.39% | −51,047−68.2% | Reduced |
| Pathstone Family Office, LLC | 23,821 | $2.58M | 0.02% | +13,405+128.7% | Added |
| Great Valley Advisor Group, Inc. | 24,010 | $2.59M | 0.11% | −1,149−4.6% | Reduced |
| Grassi Investment Management | 24,135 | $2.61M | 0.30% | −270−1.1% | Reduced |
| Wolverine Trading, LLC | 24,202 | $2.61M | 0.03% | −10,744−30.7% | Reduced |
| Atria Investments LLC | 24,306 | $2.63M | 0.05% | +14,039+136.7% | Added |
| Fiduciary Group LLC | 24,645 | $2.66M | 0.34% | +470+1.9% | Added |
| Maryland State Retirement & Pension System | 24,778 | $2.68M | 0.06% | 00.0% | Unchanged |
| Presima Inc. | 25,547 | $2.76M | 0.72% | −175,168−87.3% | Reduced |
| Intech Investment Management LLC | 25,680 | $2.77M | 0.04% | +943+3.8% | Added |
| Kentucky Retirement Systems | 26,089 | $2.82M | 0.10% | −202−0.8% | Reduced |
| Fifth Third Bancorp | 26,121 | $2.82M | 0.01% | −121−0.5% | Reduced |
| Cinctive Capital Management LP | 26,394 | $2.85M | 0.16% | −10,340−28.1% | Reduced |
| Atria Wealth Solutions, Inc. | 26,777 | $2.89M | 0.04% | −490−1.8% | Reduced |
| Two Sigma Advisers, LP | 26,900 | $2.91M | 0.01% | −22,200−45.2% | Reduced |
| Elo Mutual Pension Insurance Co | 27,368 | $2.96M | 0.09% | +480+1.8% | Added |
| D.A. Davidson & Co. | 27,541 | $2.98M | 0.03% | +2,048+8.0% | Added |
| Advisory Services Network, LLC | 28,083 | $3.03M | 0.08% | +13,848+97.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 28,200 | $3.05M | 0.04% | −30,700−52.1% | Reduced |
| Cetera Investment Advisers | 28,542 | $3.08M | 0.03% | +227+0.8% | Added |
| Norinchukin Bank, The | 28,906 | $3.12M | 0.07% | −12,559−30.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 29,067 | $3.14M | 0.11% | +398+1.4% | Added |
| Concentric Wealth Management, LLC | 29,202 | $3.15M | 1.04% | +332+1.1% | Added |
| Teachers Retirement System of the State of Kentucky | 29,461 | $3.18M | 0.03% | 00.0% | Unchanged |
| Condor Capital Management | 29,679 | $3.21M | 0.39% | +521+1.8% | Added |
| British Columbia Investment Management Corp | 29,736 | $3.21M | 0.03% | +280+1.0% | Added |
| Boothbay Fund Management, LLC | 29,769 | $3.22M | 0.11% | −6,811−18.6% | Reduced |
| Gulf International Bank (UK) Ltd | 29,835 | $3.22M | 0.09% | −3,155−9.6% | Reduced |
| Stamos Capital Partners, L.P. | 29,850 | $3.22M | 0.72% | +8,330+38.7% | Added |
| Advent Capital Management | 30,000 | $3.24M | 0.08% | +30,000 | New |
| Natixis | 30,128 | $3.25M | 0.03% | −10,987−26.7% | Reduced |
| Cetera Advisor Networks LLC | 30,191 | $3.26M | 0.02% | +3,946+15.0% | Added |
| Bank of Nova Scotia | 30,334 | $3.28M | 0.01% | +3,956+15.0% | Added |
| Ontario Teachers Pension Plan Board | 30,997 | $3.35M | 0.04% | +4,965+19.1% | Added |
| Peapack Gladstone Financial Corp | 31,140 | $3.36M | 0.06% | −1,359−4.2% | Reduced |