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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 250,212 | $27.0M | 0.21% | +8,552+3.5% | Added |
| Storebrand Asset Management AS | 248,435 | $26.8M | 0.13% | −7,195−2.8% | Reduced |
| AQR Capital Management LLC | 248,239 | $26.8M | 0.06% | +52,454+26.8% | Added |
| CORDA Investment Management, LLC. | 240,806 | $26.0M | 2.36% | +3,025+1.3% | Added |
| Franklin Resources Inc | 240,657 | $26.0M | 0.01% | −2,060−0.8% | Reduced |
| Capital Fund Management S.A. | 238,621 | $25.8M | 0.35% | +216,792+993.1% | Added |
| Raymond James & Associates | 233,143 | $25.2M | 0.02% | +2,785+1.2% | Added |
| Robeco Institutional Asset Management B.V. | 232,257 | $25.1M | 0.07% | −69,727−23.1% | Reduced |
| Teacher Retirement System of Texas | 222,955 | $24.1M | 0.16% | +41,379+22.8% | Added |
| Fort Washington Investment Advisors Inc | 222,849 | $24.1M | 0.18% | −5,851−2.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 215,263 | $23.3M | 0.05% | −500−0.2% | Reduced |
| Twin Tree Management, LP | 213,248 | $23.0M | 0.77% | +90,438+73.6% | Added |
| Toronto Dominion Bank | 210,235 | $22.7M | 0.04% | −5,586−2.6% | Reduced |
| Kempen Capital Management N.V. | 209,098 | $22.6M | 0.42% | −14,200−6.4% | Reduced |
| Voya Investment Management LLC | 208,280 | $22.5M | 0.02% | −395−0.2% | Reduced |
| Marshall Wace, LLP | 208,244 | $22.5M | 0.05% | +203,739+4,522.5% | Added |
| AXA S.A. | 205,893 | $22.2M | 0.08% | +18,308+9.8% | Added |
| Foundry Partners, LLC | 203,957 | $22.0M | 1.37% | +14,874+7.9% | Added |
| O'Shaughnessy Asset Management, LLC | 200,926 | $21.7M | 0.32% | −37,364−15.7% | Reduced |
| Factory Mutual Insurance Co | 196,592 | $21.2M | 0.30% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 196,044 | $21.2M | 0.02% | +133,273+212.3% | Added |
| BNP Paribas Arbitrage, SA | 195,990 | $21.2M | 0.05% | −47,099−19.4% | Reduced |
| State of Alaska, Department of Revenue | 194,263 | $21.0M | 0.27% | +304+0.2% | Added |
| Pictet Asset Management Holding SA | 192,956 | $20.8M | 0.03% | +192,956 | New |
| Heitman Real Estate Securities LLC | 190,426 | $20.6M | 1.24% | −96,489−33.6% | Reduced |
| Lazard Asset Management LLC | 189,947 | $20.5M | 0.03% | −11,795−5.8% | Reduced |
| Cantor Fitzgerald, L. P. | 189,069 | $20.4M | 0.55% | −16,084−7.8% | Reduced |
| Royal London Asset Management Ltd | 188,707 | $20.4M | 0.07% | +13,868+7.9% | Added |
| Citadel Advisors LLC | 187,490 | $20.3M | 0.02% | +24,750+15.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 184,105 | $19.9M | 0.08% | −4,194−2.2% | Reduced |
| Guggenheim Capital LLC | 181,460 | $19.6M | 0.17% | −7,076−3.8% | Reduced |
| Mackenzie Financial Corp | 183,439 | $19.0M | 0.03% | +37,904+26.0% | Added |
| State of Wisconsin Investment Board | 173,985 | $18.8M | 0.06% | +3,838+2.3% | Added |
| Advisor Group Holdings, Inc. | 173,385 | $18.7M | 0.03% | +45,331+35.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 171,613 | $18.5M | 0.06% | +87,650+104.4% | Added |
| Voloridge Investment Management, LLC | 168,214 | $18.2M | 0.09% | −209,726−55.5% | Reduced |
| Treasurer of the State of North Carolina | 161,514 | $17.4M | 0.09% | +605+0.4% | Added |
| Natixis Advisors, L.P. | 154,986 | $16.7M | 0.05% | +34,138+28.2% | Added |
| Korea Investment CORP | 153,172 | $16.5M | 0.05% | −7,857−4.9% | Reduced |
| Handelsbanken Fonder AB | 150,994 | $16.3M | 0.09% | +1,755+1.2% | Added |
| Forsta Ap-Fonden | 150,500 | $16.3M | 0.18% | +8,100+5.7% | Added |
| QRG Capital Management, Inc. | 148,836 | $16.1M | 0.28% | +148,836 | New |
| Nordea Investment Management AB | 146,037 | $16.0M | 0.02% | +15,850+12.2% | Added |
| Advisors Capital Management, LLC | 144,668 | $15.6M | 0.40% | +4,774+3.4% | Added |
| Bruni J V & Co | 141,717 | $15.3M | 2.15% | +2,356+1.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 141,199 | $15.3M | 0.34% | +134,000+1,861.4% | Added |
| Epoch Investment Partners, Inc. | 141,121 | $15.2M | 0.10% | −70,836−33.4% | Reduced |
| B&I Capital AG | 140,380 | $15.2M | 5.49% | −15,400−9.9% | Reduced |
| Aviva PLC | 139,522 | $15.1M | 0.06% | −5,035−3.5% | Reduced |
| Susquehanna International Group, LLP | 135,138 | $14.6M | 0.02% | −239,198−63.9% | Reduced |
| Employees Retirement System of Texas | 131,579 | $14.2M | 0.21% | +10,000+8.2% | Added |
| Thrivent Financial for Lutherans | 131,509 | $14.2M | 0.03% | +54,893+71.6% | Added |
| FIL Ltd | 129,996 | $14.0M | 0.02% | +6,286+5.1% | Added |
| Swedbank AB | 129,805 | $14.0M | 0.03% | 00.0% | Unchanged |
| Davis Selected Advisers | 128,130 | $13.8M | 0.09% | −6,640−4.9% | Reduced |
| Vert Asset Management LLC | 127,662 | $13.8M | 6.99% | +4,565+3.7% | Added |
| Exchange Traded Concepts, LLC | 123,228 | $13.3M | 0.38% | +57,423+87.3% | Added |
| Commonwealth Equity Services, LLC | 122,496 | $13.2M | 0.03% | −1,968−1.6% | Reduced |
| Van Eck Associates Corp | 117,449 | $12.7M | 0.03% | +1,061+0.9% | Added |
| D. E. Shaw & Co., Inc. | 116,207 | $12.6M | 0.02% | −64,335−35.6% | Reduced |
| Janney Capital Management LLC | 112,870 | $12.2M | 0.94% | +2,187+2.0% | Added |
| LGT Group Foundation | 114,375 | $12.0M | 0.30% | +919+0.8% | Added |
| TD Asset Management Inc | 109,046 | $11.8M | 0.01% | −4,055−3.6% | Reduced |
| Nixon Capital, LLC | 108,975 | $11.8M | 6.53% | +939+0.9% | Added |
| Allstate Corp | 106,853 | $11.5M | 0.67% | +12,842+13.7% | Added |
| State of Michigan Retirement System | 102,749 | $11.1M | 0.07% | −2,600−2.5% | Reduced |
| Steel Peak Wealth Management LLC | 102,691 | $11.1M | 0.70% | +99,170+2,816.5% | Added |
| Putnam Investments LLC | 102,151 | $11.0M | 0.02% | −2,472−2.4% | Reduced |
| Pacific Heights Asset Management LLC | 100,000 | $10.8M | 1.02% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 99,622 | $10.8M | 0.05% | −1,447−1.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 98,682 | $10.7M | 0.50% | −533−0.5% | Reduced |
| 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 |
| UniSuper Management Pty Ltd | 94,600 | $10.2M | 0.13% | +400+0.4% | Added |
| Utah Retirement Systems | 93,234 | $10.1M | 0.14% | +200+0.2% | Added |
| Mercer Global Advisors Inc | 93,025 | $10.1M | 0.04% | +9,960+12.0% | Added |
| Riverview Capital Advisers, LLC | 92,614 | $10.0M | 4.43% | +352+0.4% | Added |
| Arizona State Retirement System | 92,555 | $10.0M | 0.08% | −840−0.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 88,748 | $9.59M | 0.44% | +48,213+118.9% | Added |
| National Bank of Canada | 91,331 | $9.55M | 0.02% | +13,982+18.1% | Added |
| Prana Capital Management, LP | 88,135 | $9.52M | 0.62% | +1,028+1.2% | Added |
| Jane Street Group, LLC | 87,950 | $9.50M | 0.01% | −9,912−10.1% | Reduced |
| Oregon Public Employees Retirement Fund | 87,461 | $9.45M | 0.13% | −25,676−22.7% | Reduced |
| American International Group, Inc. | 87,189 | $9.42M | 0.06% | −2,019−2.3% | Reduced |
| Amalgamated Bank | 86,999 | $9.40M | 0.08% | +3,938+4.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 86,379 | $9.33M | 0.14% | +591+0.7% | Added |
| GSI Capital Advisors LLC | 83,971 | $9.07M | 6.34% | −5,437−6.1% | Reduced |
| MetLife Investment Management | 83,818 | $9.05M | 0.07% | −2,071−2.4% | Reduced |
| La Banque Postale Asset Management SA | 83,636 | $9.04M | 0.20% | +38,752+86.3% | Added |
| Sound Income Strategies, LLC | 82,502 | $8.91M | 0.75% | +4,860+6.3% | Added |
| CIBC World Markets Inc. | 82,010 | $8.86M | 0.03% | −4,407−5.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 81,817 | $8.84M | 0.12% | +4,900+6.4% | Added |
| Gyroscope Capital Management Group, LLC | 78,531 | $8.48M | 1.95% | −4,186−5.1% | Reduced |
| Edgar Lomax Co | 76,306 | $8.24M | 0.56% | −1,315−1.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 74,563 | $8.06M | 0.02% | −2,531−3.3% | Reduced |
| Nissay Asset Management Corp | 73,252 | $7.91M | 0.07% | +2,744+3.9% | Added |
| First Trust Advisors LP | 71,878 | $7.76M | 0.01% | −14,153−16.5% | Reduced |
| Creative Planning | 71,817 | $7.76M | 0.01% | +282+0.4% | Added |
| Hillman Capital Management, Inc. | 70,903 | $7.66M | 2.95% | −2,793−3.8% | Reduced |
| Worldquant Millennium Advisors LLC | 69,616 | $7.52M | 0.12% | −10,714−13.3% | Reduced |