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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 86,999 | $9.40M | 0.08% | +3,938+4.7% | Added |
| American International Group, Inc. | 87,189 | $9.42M | 0.06% | −2,019−2.3% | Reduced |
| Oregon Public Employees Retirement Fund | 87,461 | $9.45M | 0.13% | −25,676−22.7% | Reduced |
| Jane Street Group, LLC | 87,950 | $9.50M | 0.01% | −9,912−10.1% | Reduced |
| Prana Capital Management, LP | 88,135 | $9.52M | 0.62% | +1,028+1.2% | Added |
| National Bank of Canada | 91,331 | $9.55M | 0.02% | +13,982+18.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 88,748 | $9.59M | 0.44% | +48,213+118.9% | Added |
| Arizona State Retirement System | 92,555 | $10.0M | 0.08% | −840−0.9% | Reduced |
| Riverview Capital Advisers, LLC | 92,614 | $10.0M | 4.43% | +352+0.4% | Added |
| Mercer Global Advisors Inc | 93,025 | $10.1M | 0.04% | +9,960+12.0% | Added |
| Utah Retirement Systems | 93,234 | $10.1M | 0.14% | +200+0.2% | Added |
| UniSuper Management Pty Ltd | 94,600 | $10.2M | 0.13% | +400+0.4% | Added |
| Payden & Rygel | 95,050 | $10.3M | 0.81% | −51,400−35.1% | Reduced |
| Payden & Rygel Investment Group | 95,050 | $10.3M | 0.81% | +95,050 | New |
| Meiji Yasuda Asset Management Co Ltd. | 98,682 | $10.7M | 0.50% | −533−0.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 99,622 | $10.8M | 0.05% | −1,447−1.4% | Reduced |
| Pacific Heights Asset Management LLC | 100,000 | $10.8M | 1.02% | 00.0% | Unchanged |
| Putnam Investments LLC | 102,151 | $11.0M | 0.02% | −2,472−2.4% | Reduced |
| Steel Peak Wealth Management LLC | 102,691 | $11.1M | 0.70% | +99,170+2,816.5% | Added |
| State of Michigan Retirement System | 102,749 | $11.1M | 0.07% | −2,600−2.5% | Reduced |
| Allstate Corp | 106,853 | $11.5M | 0.67% | +12,842+13.7% | Added |
| Nixon Capital, LLC | 108,975 | $11.8M | 6.53% | +939+0.9% | Added |
| TD Asset Management Inc | 109,046 | $11.8M | 0.01% | −4,055−3.6% | Reduced |
| LGT Group Foundation | 114,375 | $12.0M | 0.30% | +919+0.8% | Added |
| Janney Capital Management LLC | 112,870 | $12.2M | 0.94% | +2,187+2.0% | Added |
| D. E. Shaw & Co., Inc. | 116,207 | $12.6M | 0.02% | −64,335−35.6% | Reduced |
| Van Eck Associates Corp | 117,449 | $12.7M | 0.03% | +1,061+0.9% | Added |
| Commonwealth Equity Services, LLC | 122,496 | $13.2M | 0.03% | −1,968−1.6% | Reduced |
| Exchange Traded Concepts, LLC | 123,228 | $13.3M | 0.38% | +57,423+87.3% | Added |
| Vert Asset Management LLC | 127,662 | $13.8M | 6.99% | +4,565+3.7% | Added |
| Davis Selected Advisers | 128,130 | $13.8M | 0.09% | −6,640−4.9% | Reduced |
| Swedbank AB | 129,805 | $14.0M | 0.03% | 00.0% | Unchanged |
| FIL Ltd | 129,996 | $14.0M | 0.02% | +6,286+5.1% | Added |
| Thrivent Financial for Lutherans | 131,509 | $14.2M | 0.03% | +54,893+71.6% | Added |
| Employees Retirement System of Texas | 131,579 | $14.2M | 0.21% | +10,000+8.2% | Added |
| Susquehanna International Group, LLP | 135,138 | $14.6M | 0.02% | −239,198−63.9% | Reduced |
| Aviva PLC | 139,522 | $15.1M | 0.06% | −5,035−3.5% | Reduced |
| B&I Capital AG | 140,380 | $15.2M | 5.49% | −15,400−9.9% | Reduced |
| Epoch Investment Partners, Inc. | 141,121 | $15.2M | 0.10% | −70,836−33.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 141,199 | $15.3M | 0.34% | +134,000+1,861.4% | Added |
| Bruni J V & Co | 141,717 | $15.3M | 2.15% | +2,356+1.7% | Added |
| Advisors Capital Management, LLC | 144,668 | $15.6M | 0.40% | +4,774+3.4% | Added |
| Nordea Investment Management AB | 146,037 | $16.0M | 0.02% | +15,850+12.2% | Added |
| QRG Capital Management, Inc. | 148,836 | $16.1M | 0.28% | +148,836 | New |
| Forsta Ap-Fonden | 150,500 | $16.3M | 0.18% | +8,100+5.7% | Added |
| Handelsbanken Fonder AB | 150,994 | $16.3M | 0.09% | +1,755+1.2% | Added |
| Korea Investment CORP | 153,172 | $16.5M | 0.05% | −7,857−4.9% | Reduced |
| Natixis Advisors, L.P. | 154,986 | $16.7M | 0.05% | +34,138+28.2% | Added |
| Treasurer of the State of North Carolina | 161,514 | $17.4M | 0.09% | +605+0.4% | Added |
| Voloridge Investment Management, LLC | 168,214 | $18.2M | 0.09% | −209,726−55.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 171,613 | $18.5M | 0.06% | +87,650+104.4% | Added |
| Advisor Group Holdings, Inc. | 173,385 | $18.7M | 0.03% | +45,331+35.4% | Added |
| State of Wisconsin Investment Board | 173,985 | $18.8M | 0.06% | +3,838+2.3% | Added |
| Mackenzie Financial Corp | 183,439 | $19.0M | 0.03% | +37,904+26.0% | Added |
| Guggenheim Capital LLC | 181,460 | $19.6M | 0.17% | −7,076−3.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 184,105 | $19.9M | 0.08% | −4,194−2.2% | Reduced |
| Citadel Advisors LLC | 187,490 | $20.3M | 0.02% | +24,750+15.2% | Added |
| Royal London Asset Management Ltd | 188,707 | $20.4M | 0.07% | +13,868+7.9% | Added |
| Cantor Fitzgerald, L. P. | 189,069 | $20.4M | 0.55% | −16,084−7.8% | Reduced |
| Lazard Asset Management LLC | 189,947 | $20.5M | 0.03% | −11,795−5.8% | Reduced |
| Heitman Real Estate Securities LLC | 190,426 | $20.6M | 1.24% | −96,489−33.6% | Reduced |
| Pictet Asset Management Holding SA | 192,956 | $20.8M | 0.03% | +192,956 | New |
| State of Alaska, Department of Revenue | 194,263 | $21.0M | 0.27% | +304+0.2% | Added |
| BNP Paribas Arbitrage, SA | 195,990 | $21.2M | 0.05% | −47,099−19.4% | Reduced |
| The PNC Financial Services Group, Inc. | 196,044 | $21.2M | 0.02% | +133,273+212.3% | Added |
| Factory Mutual Insurance Co | 196,592 | $21.2M | 0.30% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 200,926 | $21.7M | 0.32% | −37,364−15.7% | Reduced |
| Foundry Partners, LLC | 203,957 | $22.0M | 1.37% | +14,874+7.9% | Added |
| AXA S.A. | 205,893 | $22.2M | 0.08% | +18,308+9.8% | Added |
| Marshall Wace, LLP | 208,244 | $22.5M | 0.05% | +203,739+4,522.5% | Added |
| Voya Investment Management LLC | 208,280 | $22.5M | 0.02% | −395−0.2% | Reduced |
| Kempen Capital Management N.V. | 209,098 | $22.6M | 0.42% | −14,200−6.4% | Reduced |
| Toronto Dominion Bank | 210,235 | $22.7M | 0.04% | −5,586−2.6% | Reduced |
| Twin Tree Management, LP | 213,248 | $23.0M | 0.77% | +90,438+73.6% | Added |
| Adage Capital Partners GP, L.L.C. | 215,263 | $23.3M | 0.05% | −500−0.2% | Reduced |
| Fort Washington Investment Advisors Inc | 222,849 | $24.1M | 0.18% | −5,851−2.6% | Reduced |
| Teacher Retirement System of Texas | 222,955 | $24.1M | 0.16% | +41,379+22.8% | Added |
| Robeco Institutional Asset Management B.V. | 232,257 | $25.1M | 0.07% | −69,727−23.1% | Reduced |
| Raymond James & Associates | 233,143 | $25.2M | 0.02% | +2,785+1.2% | Added |
| Capital Fund Management S.A. | 238,621 | $25.8M | 0.35% | +216,792+993.1% | Added |
| Franklin Resources Inc | 240,657 | $26.0M | 0.01% | −2,060−0.8% | Reduced |
| CORDA Investment Management, LLC. | 240,806 | $26.0M | 2.36% | +3,025+1.3% | Added |
| AQR Capital Management LLC | 248,239 | $26.8M | 0.06% | +52,454+26.8% | Added |
| Storebrand Asset Management AS | 248,435 | $26.8M | 0.13% | −7,195−2.8% | Reduced |
| Nisa Investment Advisors, LLC | 250,212 | $27.0M | 0.21% | +8,552+3.5% | Added |
| Capital Advisors Inc | 251,805 | $27.2M | 0.71% | −344−0.1% | Reduced |
| Douglas Lane & Associates, LLC | 254,412 | $27.5M | 0.46% | −255−0.1% | Reduced |
| Victory Capital Management Inc | 255,039 | $27.6M | 0.03% | +9,950+4.1% | Added |
| Citigroup Inc | 255,547 | $27.6M | 0.04% | +37,157+17.0% | Added |
| Virginia Retirement Systems Et Al | 257,269 | $27.8M | 0.27% | +16,800+7.0% | Added |
| Manufacturers Life Insurance Company, The | 264,684 | $28.6M | 0.02% | +18,711+7.6% | Added |
| DekaBank Deutsche Girozentrale | 263,509 | $28.6M | 0.07% | −4,418−1.6% | Reduced |
| STRS Ohio | 265,554 | $28.7M | 0.13% | −61,900−18.9% | Reduced |
| Minneapolis Portfolio Management Group, LLC | 272,511 | $29.4M | 4.35% | −12,932−4.5% | Reduced |
| Duff & Phelps Investment Management Co | 293,516 | $31.7M | 0.42% | +2,470+0.8% | Added |
| Massachusetts Financial Services Co | 294,671 | $31.8M | 0.01% | −1,835,234−86.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 300,104 | $32.4M | 0.06% | −4,491−1.5% | Reduced |
| New York State Common Retirement Fund | 301,771 | $32.6M | 0.05% | −49,743−14.2% | Reduced |
| Wellington Management Group LLP | 303,447 | $32.8M | 0.01% | −4,271−1.4% | Reduced |
| KBC Group NV | 304,510 | $32.9M | 0.13% | +227,078+293.3% | Added |