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 |
|---|---|---|---|---|---|
| McGinn Investment Management, Inc. | 31,446 | $3.40M | 2.67% | −1,624−4.9% | Reduced |
| Vestcor Inc | 32,447 | $3.50M | 0.13% | −26,401−44.9% | Reduced |
| Lockheed Martin Investment Management Co | 31,379 | $3.58M | 0.27% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 33,270 | $3.59M | 0.17% | +1,888+6.0% | Added |
| Summit Global Investments | 33,302 | $3.60M | 0.24% | +1,197+3.7% | Added |
| JustInvest LLC | 33,359 | $3.60M | 0.11% | +2,059+6.6% | Added |
| Captrust Financial Advisors | 33,456 | $3.61M | 0.01% | −1,253−3.6% | Reduced |
| Strategic Global Advisors, LLC | 33,498 | $3.62M | 0.60% | −1,801−5.1% | Reduced |
| Ethic Inc. | 33,573 | $3.63M | 0.13% | −3,318−9.0% | Reduced |
| Brookfield Asset Management Inc. | 33,583 | $3.63M | 0.02% | −229,672−87.2% | Reduced |
| Waters Parkerson & Co., LLC | 34,178 | $3.69M | 0.22% | +1,679+5.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 34,993 | $3.78M | 0.01% | +34,993 | New |
| Arrowstreet Capital, Limited Partnership | 35,041 | $3.79M | 0.00% | +29,761+563.7% | Added |
| CWM Advisors, LLC | 35,110 | $3.79M | 0.48% | +31,024+759.3% | Added |
| Schonfeld Strategic Advisors LLC | 36,000 | $3.89M | 0.04% | −189,867−84.1% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 36,348 | $3.93M | 1.09% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 36,462 | $3.94M | 0.07% | −6,235−14.6% | Reduced |
| Rafferty Asset Management, LLC | 36,545 | $3.95M | 0.02% | +1,713+4.9% | Added |
| CI Private Wealth, LLC | 37,959 | $4.10M | 0.01% | +3,853+11.3% | Added |
| M&G Investment Management Ltd | 38,024 | $4.11M | 0.03% | −10,487−21.6% | Reduced |
| South Dakota Investment Council | 38,382 | $4.15M | 0.09% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 39,207 | $4.24M | 0.02% | +79+0.2% | Added |
| Crossmark Global Holdings, Inc. | 40,006 | $4.25M | 0.10% | +304+0.8% | Added |
| Investment Management Corp of Ontario | 39,879 | $4.31M | 0.17% | +12,080+43.5% | Added |
| Segall Bryant & Hamill, LLC | 40,669 | $4.39M | 0.05% | −755−1.8% | Reduced |
| MML Investors Services, LLC | 41,330 | $4.46M | 0.02% | +4,045+10.8% | Added |
| Northwestern Mutual Wealth Management Co | 42,982 | $4.64M | 0.01% | +775+1.8% | Added |
| Agf Management Ltd | 43,479 | $4.70M | 0.03% | +392+0.9% | Added |
| Oppenheimer & Co Inc | 43,759 | $4.73M | 0.10% | +3,504+8.7% | Added |
| Winslow Asset Management Inc | 43,790 | $4.73M | 1.10% | +182+0.4% | Added |
| Vident Advisory, LLC | 44,376 | $4.79M | 0.15% | +44,376 | New |
| Rockefeller Capital Management L.P. | 44,382 | $4.80M | 0.02% | +2,844+6.8% | Added |
| Mariner, LLC | 44,588 | $4.82M | 0.01% | +3,803+9.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 45,000 | $4.86M | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 45,158 | $4.88M | 0.01% | −334−0.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 45,225 | $4.89M | 0.58% | +1,700+3.9% | Added |
| Greystone Financial Group, LLC | 45,671 | $4.93M | 1.23% | −188−0.4% | Reduced |
| Mutual of America Capital Management LLC | 45,786 | $4.95M | 0.06% | −1,247−2.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 45,871 | $4.96M | 0.07% | −32,792−41.7% | Reduced |
| Tudor Investment Corp Et Al | 46,815 | $5.06M | 0.07% | +46,815 | New |
| CIBC Asset Management Inc | 46,934 | $5.07M | 0.02% | −693−1.5% | Reduced |
| Pictet & Cie (Europe) SA | 47,147 | $5.09M | 0.18% | −705−1.5% | Reduced |
| Squarepoint Ops LLC | 47,171 | $5.10M | 0.02% | +34,640+276.4% | Added |
| United Capital Financial Advisers, LLC | 48,142 | $5.20M | 0.03% | −1,198−2.4% | Reduced |
| Gardner Lewis Asset Management L P | 49,097 | $5.30M | 1.94% | 00.0% | Unchanged |
| Everett Harris & Co | 49,299 | $5.33M | 0.08% | −3,150−6.0% | Reduced |
| Alpha Omega Wealth Management LLC | 49,613 | $5.36M | 0.92% | −560−1.1% | Reduced |
| Xponance, Inc. | 49,918 | $5.39M | 0.07% | −4,738−8.7% | Reduced |
| tru Independence LLC | 50,164 | $5.42M | 1.87% | −338−0.7% | Reduced |
| Public Employees Retirement Association of Colorado | 50,334 | $5.44M | 0.03% | −2,643−5.0% | Reduced |
| New York Life Investment Management LLC | 50,634 | $5.47M | 0.06% | −284−0.6% | Reduced |
| M&T Bank Corp | 51,297 | $5.54M | 0.02% | −62−0.1% | Reduced |
| Wealthfront Advisers LLC | 51,614 | $5.58M | 0.02% | +1,709+3.4% | Added |
| Huntington National Bank | 52,041 | $5.62M | 0.06% | −1,467−2.7% | Reduced |
| HGK Asset Management Inc | 52,835 | $5.71M | 1.86% | −90−0.2% | Reduced |
| Beacon Pointe Advisors, LLC | 53,568 | $5.79M | 0.07% | +3,626+7.3% | Added |
| Janney Montgomery Scott LLC | 54,514 | $5.89M | 0.02% | +7,528+16.0% | Added |
| Pensionfund DSM Netherlands | 54,708 | $5.91M | 4.12% | +1,600+3.0% | Added |
| Hoylecohen, LLC | 55,157 | $5.96M | 0.55% | +1,545+2.9% | Added |
| Achmea Investment Management B.V. | 56,376 | $6.09M | 0.13% | +17,728+45.9% | Added |
| Mount Yale Investment Advisors, LLC | 56,427 | $6.10M | 0.66% | −3,151−5.3% | Reduced |
| Power Corp of Canada | 57,063 | $6.16M | 0.39% | 00.0% | Unchanged |
| Czech National Bank | 57,186 | $6.18M | 0.10% | +18,478+47.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 58,386 | $6.31M | 0.01% | +4,739+8.8% | Added |
| Yousif Capital Management, LLC | 59,301 | $6.41M | 0.08% | −1,452−2.4% | Reduced |
| Soltis Investment Advisors LLC | 60,200 | $6.50M | 0.84% | +1,151+1.9% | Added |
| GYL Financial Synergies, LLC | 61,502 | $6.64M | 0.65% | −545−0.9% | Reduced |
| Swiss Life Asset Management Ltd | 61,767 | $6.67M | 0.10% | −32,968−34.8% | Reduced |
| Candriam Luxembourg S.C.A. | 62,001 | $6.70M | 0.05% | +1,457+2.4% | Added |
| Biondo Investment Advisors, LLC | 63,676 | $6.88M | 1.30% | +3,248+5.4% | Added |
| Truist Financial Corp | 63,819 | $6.89M | 0.01% | −6,448−9.2% | Reduced |
| DnB Asset Management AS | 64,288 | $6.95M | 0.04% | −4,171−6.1% | Reduced |
| IFM Investors Pty Ltd | 64,426 | $6.96M | 0.09% | +3,332+5.5% | Added |
| ProShare Advisors LLC | 64,591 | $6.98M | 0.02% | −3,367−5.0% | Reduced |
| Balyasny Asset Management LLC | 64,677 | $6.99M | 0.02% | −159,126−71.1% | Reduced |
| US Bancorp | 65,518 | $7.08M | 0.01% | −2,173−3.2% | Reduced |
| Staley Capital Advisers Inc | 65,604 | $7.09M | 0.39% | +2,240+3.5% | Added |
| Janus Henderson Group PLC | 65,644 | $7.09M | 0.00% | +17,988+37.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 65,788 | $7.11M | 0.06% | +8,760+15.4% | Added |
| Independent Advisor Alliance | 65,872 | $7.12M | 0.32% | +294+0.4% | Added |
| Whittier Trust Co | 66,408 | $7.17M | 0.13% | +1,447+2.2% | Added |
| Public Sector Pension Investment Board | 66,721 | $7.21M | 0.05% | +3,917+6.2% | Added |
| Texas Permanent School Fund | 67,520 | $7.29M | 0.07% | −899−1.3% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 67,189 | $7.31M | 0.46% | 00.0% | Unchanged |
| USS Investment Management Ltd | 67,953 | $7.34M | 0.08% | +3,973+6.2% | Added |
| Worldquant Millennium Advisors LLC | 69,616 | $7.52M | 0.12% | −10,714−13.3% | Reduced |
| Hillman Capital Management, Inc. | 70,903 | $7.66M | 2.95% | −2,793−3.8% | Reduced |
| Creative Planning | 71,817 | $7.76M | 0.01% | +282+0.4% | Added |
| First Trust Advisors LP | 71,878 | $7.76M | 0.01% | −14,153−16.5% | Reduced |
| Nissay Asset Management Corp | 73,252 | $7.91M | 0.07% | +2,744+3.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 74,563 | $8.06M | 0.02% | −2,531−3.3% | Reduced |
| Edgar Lomax Co | 76,306 | $8.24M | 0.56% | −1,315−1.7% | Reduced |
| Gyroscope Capital Management Group, LLC | 78,531 | $8.48M | 1.95% | −4,186−5.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 81,817 | $8.84M | 0.12% | +4,900+6.4% | Added |
| CIBC World Markets Inc. | 82,010 | $8.86M | 0.03% | −4,407−5.1% | Reduced |
| Sound Income Strategies, LLC | 82,502 | $8.91M | 0.75% | +4,860+6.3% | Added |
| La Banque Postale Asset Management SA | 83,636 | $9.04M | 0.20% | +38,752+86.3% | Added |
| MetLife Investment Management | 83,818 | $9.05M | 0.07% | −2,071−2.4% | Reduced |
| GSI Capital Advisors LLC | 83,971 | $9.07M | 6.34% | −5,437−6.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 86,379 | $9.33M | 0.14% | +591+0.7% | Added |