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 |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 67,953 | $7.34M | 0.08% | +3,973+6.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 67,189 | $7.31M | 0.46% | 00.0% | Unchanged |
| Texas Permanent School Fund | 67,520 | $7.29M | 0.07% | −899−1.3% | Reduced |
| Public Sector Pension Investment Board | 66,721 | $7.21M | 0.05% | +3,917+6.2% | Added |
| Whittier Trust Co | 66,408 | $7.17M | 0.13% | +1,447+2.2% | Added |
| Independent Advisor Alliance | 65,872 | $7.12M | 0.32% | +294+0.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 65,788 | $7.11M | 0.06% | +8,760+15.4% | Added |
| Janus Henderson Group PLC | 65,644 | $7.09M | 0.00% | +17,988+37.7% | Added |
| Staley Capital Advisers Inc | 65,604 | $7.09M | 0.39% | +2,240+3.5% | Added |
| US Bancorp | 65,518 | $7.08M | 0.01% | −2,173−3.2% | Reduced |
| Balyasny Asset Management LLC | 64,677 | $6.99M | 0.02% | −159,126−71.1% | Reduced |
| ProShare Advisors LLC | 64,591 | $6.98M | 0.02% | −3,367−5.0% | Reduced |
| IFM Investors Pty Ltd | 64,426 | $6.96M | 0.09% | +3,332+5.5% | Added |
| DnB Asset Management AS | 64,288 | $6.95M | 0.04% | −4,171−6.1% | Reduced |
| Truist Financial Corp | 63,819 | $6.89M | 0.01% | −6,448−9.2% | Reduced |
| Biondo Investment Advisors, LLC | 63,676 | $6.88M | 1.30% | +3,248+5.4% | Added |
| Candriam Luxembourg S.C.A. | 62,001 | $6.70M | 0.05% | +1,457+2.4% | Added |
| Swiss Life Asset Management Ltd | 61,767 | $6.67M | 0.10% | −32,968−34.8% | Reduced |
| GYL Financial Synergies, LLC | 61,502 | $6.64M | 0.65% | −545−0.9% | Reduced |
| Soltis Investment Advisors LLC | 60,200 | $6.50M | 0.84% | +1,151+1.9% | Added |
| Yousif Capital Management, LLC | 59,301 | $6.41M | 0.08% | −1,452−2.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 58,386 | $6.31M | 0.01% | +4,739+8.8% | Added |
| Czech National Bank | 57,186 | $6.18M | 0.10% | +18,478+47.7% | Added |
| Power Corp of Canada | 57,063 | $6.16M | 0.39% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 56,427 | $6.10M | 0.66% | −3,151−5.3% | Reduced |
| Achmea Investment Management B.V. | 56,376 | $6.09M | 0.13% | +17,728+45.9% | Added |
| Hoylecohen, LLC | 55,157 | $5.96M | 0.55% | +1,545+2.9% | Added |
| Pensionfund DSM Netherlands | 54,708 | $5.91M | 4.12% | +1,600+3.0% | Added |
| Janney Montgomery Scott LLC | 54,514 | $5.89M | 0.02% | +7,528+16.0% | Added |
| Beacon Pointe Advisors, LLC | 53,568 | $5.79M | 0.07% | +3,626+7.3% | Added |
| HGK Asset Management Inc | 52,835 | $5.71M | 1.86% | −90−0.2% | Reduced |
| Huntington National Bank | 52,041 | $5.62M | 0.06% | −1,467−2.7% | Reduced |
| Wealthfront Advisers LLC | 51,614 | $5.58M | 0.02% | +1,709+3.4% | Added |
| M&T Bank Corp | 51,297 | $5.54M | 0.02% | −62−0.1% | Reduced |
| New York Life Investment Management LLC | 50,634 | $5.47M | 0.06% | −284−0.6% | Reduced |
| Public Employees Retirement Association of Colorado | 50,334 | $5.44M | 0.03% | −2,643−5.0% | Reduced |
| tru Independence LLC | 50,164 | $5.42M | 1.87% | −338−0.7% | Reduced |
| Xponance, Inc. | 49,918 | $5.39M | 0.07% | −4,738−8.7% | Reduced |
| Alpha Omega Wealth Management LLC | 49,613 | $5.36M | 0.92% | −560−1.1% | Reduced |
| Everett Harris & Co | 49,299 | $5.33M | 0.08% | −3,150−6.0% | Reduced |
| Gardner Lewis Asset Management L P | 49,097 | $5.30M | 1.94% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 48,142 | $5.20M | 0.03% | −1,198−2.4% | Reduced |
| Squarepoint Ops LLC | 47,171 | $5.10M | 0.02% | +34,640+276.4% | Added |
| Pictet & Cie (Europe) SA | 47,147 | $5.09M | 0.18% | −705−1.5% | Reduced |
| CIBC Asset Management Inc | 46,934 | $5.07M | 0.02% | −693−1.5% | Reduced |
| Tudor Investment Corp Et Al | 46,815 | $5.06M | 0.07% | +46,815 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 45,871 | $4.96M | 0.07% | −32,792−41.7% | Reduced |
| Mutual of America Capital Management LLC | 45,786 | $4.95M | 0.06% | −1,247−2.7% | Reduced |
| Greystone Financial Group, LLC | 45,671 | $4.93M | 1.23% | −188−0.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 45,225 | $4.89M | 0.58% | +1,700+3.9% | Added |
| Baird Financial Group, Inc. | 45,158 | $4.88M | 0.01% | −334−0.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 45,000 | $4.86M | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 44,588 | $4.82M | 0.01% | +3,803+9.3% | Added |
| Rockefeller Capital Management L.P. | 44,382 | $4.80M | 0.02% | +2,844+6.8% | Added |
| Vident Advisory, LLC | 44,376 | $4.79M | 0.15% | +44,376 | New |
| Winslow Asset Management Inc | 43,790 | $4.73M | 1.10% | +182+0.4% | Added |
| Oppenheimer & Co Inc | 43,759 | $4.73M | 0.10% | +3,504+8.7% | Added |
| Agf Management Ltd | 43,479 | $4.70M | 0.03% | +392+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 42,982 | $4.64M | 0.01% | +775+1.8% | Added |
| MML Investors Services, LLC | 41,330 | $4.46M | 0.02% | +4,045+10.8% | Added |
| Segall Bryant & Hamill, LLC | 40,669 | $4.39M | 0.05% | −755−1.8% | Reduced |
| Investment Management Corp of Ontario | 39,879 | $4.31M | 0.17% | +12,080+43.5% | Added |
| Crossmark Global Holdings, Inc. | 40,006 | $4.25M | 0.10% | +304+0.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 39,207 | $4.24M | 0.02% | +79+0.2% | Added |
| South Dakota Investment Council | 38,382 | $4.15M | 0.09% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 38,024 | $4.11M | 0.03% | −10,487−21.6% | Reduced |
| CI Private Wealth, LLC | 37,959 | $4.10M | 0.01% | +3,853+11.3% | Added |
| Rafferty Asset Management, LLC | 36,545 | $3.95M | 0.02% | +1,713+4.9% | Added |
| Tocqueville Asset Management L.P. | 36,462 | $3.94M | 0.07% | −6,235−14.6% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 36,348 | $3.93M | 1.09% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 36,000 | $3.89M | 0.04% | −189,867−84.1% | Reduced |
| CWM Advisors, LLC | 35,110 | $3.79M | 0.48% | +31,024+759.3% | Added |
| Arrowstreet Capital, Limited Partnership | 35,041 | $3.79M | 0.00% | +29,761+563.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 34,993 | $3.78M | 0.01% | +34,993 | New |
| Waters Parkerson & Co., LLC | 34,178 | $3.69M | 0.22% | +1,679+5.2% | Added |
| Brookfield Asset Management Inc. | 33,583 | $3.63M | 0.02% | −229,672−87.2% | Reduced |
| Ethic Inc. | 33,573 | $3.63M | 0.13% | −3,318−9.0% | Reduced |
| Strategic Global Advisors, LLC | 33,498 | $3.62M | 0.60% | −1,801−5.1% | Reduced |
| Captrust Financial Advisors | 33,456 | $3.61M | 0.01% | −1,253−3.6% | Reduced |
| JustInvest LLC | 33,359 | $3.60M | 0.11% | +2,059+6.6% | Added |
| Summit Global Investments | 33,302 | $3.60M | 0.24% | +1,197+3.7% | Added |
| Metis Global Partners, LLC | 33,270 | $3.59M | 0.17% | +1,888+6.0% | Added |
| Lockheed Martin Investment Management Co | 31,379 | $3.58M | 0.27% | 00.0% | Unchanged |
| Vestcor Inc | 32,447 | $3.50M | 0.13% | −26,401−44.9% | Reduced |
| McGinn Investment Management, Inc. | 31,446 | $3.40M | 2.67% | −1,624−4.9% | Reduced |
| Peapack Gladstone Financial Corp | 31,140 | $3.36M | 0.06% | −1,359−4.2% | Reduced |
| Ontario Teachers Pension Plan Board | 30,997 | $3.35M | 0.04% | +4,965+19.1% | Added |
| Bank of Nova Scotia | 30,334 | $3.28M | 0.01% | +3,956+15.0% | Added |
| Cetera Advisor Networks LLC | 30,191 | $3.26M | 0.02% | +3,946+15.0% | Added |
| Natixis | 30,128 | $3.25M | 0.03% | −10,987−26.7% | Reduced |
| Advent Capital Management | 30,000 | $3.24M | 0.08% | +30,000 | New |
| Stamos Capital Partners, L.P. | 29,850 | $3.22M | 0.72% | +8,330+38.7% | Added |
| Gulf International Bank (UK) Ltd | 29,835 | $3.22M | 0.09% | −3,155−9.6% | Reduced |
| Boothbay Fund Management, LLC | 29,769 | $3.22M | 0.11% | −6,811−18.6% | Reduced |
| British Columbia Investment Management Corp | 29,736 | $3.21M | 0.03% | +280+1.0% | Added |
| Condor Capital Management | 29,679 | $3.21M | 0.39% | +521+1.8% | Added |
| Teachers Retirement System of the State of Kentucky | 29,461 | $3.18M | 0.03% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 29,202 | $3.15M | 1.04% | +332+1.1% | Added |
| Whittier Trust Co of Nevada Inc | 29,067 | $3.14M | 0.11% | +398+1.4% | Added |
| Norinchukin Bank, The | 28,906 | $3.12M | 0.07% | −12,559−30.3% | Reduced |