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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 28,542 | $3.08M | 0.03% | +227+0.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 28,200 | $3.05M | 0.04% | −30,700−52.1% | Reduced |
| Advisory Services Network, LLC | 28,083 | $3.03M | 0.08% | +13,848+97.3% | Added |
| D.A. Davidson & Co. | 27,541 | $2.98M | 0.03% | +2,048+8.0% | Added |
| Elo Mutual Pension Insurance Co | 27,368 | $2.96M | 0.09% | +480+1.8% | Added |
| Two Sigma Advisers, LP | 26,900 | $2.91M | 0.01% | −22,200−45.2% | Reduced |
| Atria Wealth Solutions, Inc. | 26,777 | $2.89M | 0.04% | −490−1.8% | Reduced |
| Cinctive Capital Management LP | 26,394 | $2.85M | 0.16% | −10,340−28.1% | Reduced |
| Fifth Third Bancorp | 26,121 | $2.82M | 0.01% | −121−0.5% | Reduced |
| Kentucky Retirement Systems | 26,089 | $2.82M | 0.10% | −202−0.8% | Reduced |
| Intech Investment Management LLC | 25,680 | $2.77M | 0.04% | +943+3.8% | Added |
| Presima Inc. | 25,547 | $2.76M | 0.72% | −175,168−87.3% | Reduced |
| Maryland State Retirement & Pension System | 24,778 | $2.68M | 0.06% | 00.0% | Unchanged |
| Fiduciary Group LLC | 24,645 | $2.66M | 0.34% | +470+1.9% | Added |
| Atria Investments LLC | 24,306 | $2.63M | 0.05% | +14,039+136.7% | Added |
| Wolverine Trading, LLC | 24,202 | $2.61M | 0.03% | −10,744−30.7% | Reduced |
| Grassi Investment Management | 24,135 | $2.61M | 0.30% | −270−1.1% | Reduced |
| Great Valley Advisor Group, Inc. | 24,010 | $2.59M | 0.11% | −1,149−4.6% | Reduced |
| Pathstone Family Office, LLC | 23,821 | $2.58M | 0.02% | +13,405+128.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 23,796 | $2.57M | 0.39% | −51,047−68.2% | Reduced |
| Truvestments Capital LLC | 23,703 | $2.56M | 1.33% | +629+2.7% | Added |
| Pensionfund Sabic | 23,606 | $2.55M | 0.90% | +800+3.5% | Added |
| Metropolitan Life Insurance Co | 23,585 | $2.55M | 0.13% | −653−2.7% | Reduced |
| Securian Asset Management, Inc | 23,381 | $2.53M | 0.08% | −3,164−11.9% | Reduced |
| Fred Alger Management, LLC | 23,357 | $2.52M | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 23,268 | $2.51M | 0.01% | +23,268 | New |
| SAM Advisors, LLC | 23,258 | $2.51M | 1.09% | −265−1.1% | Reduced |
| AMG National Trust Bank | 23,015 | $2.49M | 0.09% | −516−2.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 22,909 | $2.47M | 0.04% | +3,700+19.3% | Added |
| Oppenheimer Asset Management Inc. | 22,649 | $2.45M | 0.04% | −3,692−14.0% | Reduced |
| Hartford Investment Management Co | 22,270 | $2.41M | 0.10% | −660−2.9% | Reduced |
| Private Advisor Group, LLC | 22,108 | $2.39M | 0.02% | +589+2.7% | Added |
| Chilton Capital Management LLC | 21,830 | $2.36M | 0.13% | +30+0.1% | Added |
| Fortem Financial Group, LLC | 21,698 | $2.34M | 1.37% | −2,685−11.0% | Reduced |
| Gotham Asset Management, LLC | 21,519 | $2.32M | 0.05% | +1,631+8.2% | Added |
| Yarbrough Capital, LLC | 21,500 | $2.32M | 0.14% | 00.0% | Unchanged |
| TTP Investments, Inc. | 21,421 | $2.31M | 1.53% | +2,723+14.6% | Added |
| Steward Partners Investment Advisory, LLC | 21,211 | $2.29M | 0.04% | +254+1.2% | Added |
| Perpetual Ltd | 21,120 | $2.28M | 0.02% | −150−0.7% | Reduced |
| Naviter Wealth, LLC | 21,051 | $2.27M | 0.55% | +2,139+11.3% | Added |
| Pacer Advisors, Inc. | 20,626 | $2.23M | 0.01% | +514+2.6% | Added |
| Louisiana State Employees Retirement System | 20,300 | $2.19M | 0.05% | +100+0.5% | Added |
| GAM Holding AG | 20,009 | $2.16M | 0.16% | +30.0% | Added |
| Intact Investment Management Inc. | 20,000 | $2.16M | 0.09% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 19,690 | $2.13M | 0.22% | +660+3.5% | Added |
| Lake Street Advisors Group, LLC | 19,602 | $2.12M | 0.13% | −159−0.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 19,570 | $2.11M | 0.14% | +16,538+545.4% | Added |
| Wolverine Asset Management LLC | 19,560 | $2.11M | 0.04% | +19,258+6,376.8% | Added |
| Lodestone Wealth Management LLC | 19,348 | $2.09M | 1.47% | −1,690−8.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 19,258 | $2.08M | 0.21% | +45+0.2% | Added |
| Integrated Advisors Network LLC | 19,027 | $2.06M | 0.13% | −1,986−9.5% | Reduced |
| Commerce Bank | 18,895 | $2.04M | 0.02% | +143+0.8% | Added |
| Cresset Asset Management, LLC | 18,665 | $2.02M | 0.01% | +842+4.7% | Added |
| Phocas Financial Corp. | 18,475 | $2.00M | 0.29% | −287−1.5% | Reduced |
| AE Wealth Management LLC | 18,414 | $1.99M | 0.01% | −1,174−6.0% | Reduced |
| CIBC World Markets Corp | 18,059 | $1.95M | 0.02% | −20,261−52.9% | Reduced |
| Financial Management Network Inc | 18,539 | $1.94M | 0.64% | +178+1.0% | Added |
| Omers Administration Corp | 17,800 | $1.92M | 0.03% | −1,800−9.2% | Reduced |
| Ami Investment Management Inc | 17,419 | $1.88M | 0.85% | −345−1.9% | Reduced |
| Redmond Asset Management, LLC | 17,182 | $1.86M | 0.66% | +580+3.5% | Added |
| Advisor Partners II, LLC | 17,132 | $1.85M | 0.07% | +1,949+12.8% | Added |
| Blair William & Co | 17,077 | $1.84M | 0.01% | −25,514−59.9% | Reduced |
| Tower Bridge Advisors | 17,050 | $1.84M | 0.17% | −1,050−5.8% | Reduced |
| New Mexico Educational Retirement Board | 16,995 | $1.84M | 0.08% | +1,100+6.9% | Added |
| Lincluden Management Ltd | 16,912 | $1.83M | 0.22% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 16,893 | $1.82M | 1.26% | +87+0.5% | Added |
| Arbor Capital Management Inc | 16,804 | $1.80M | 1.61% | −526−3.0% | Reduced |
| Glenmede Trust Co NA | 16,521 | $1.78M | 0.01% | −4,777−22.4% | Reduced |
| Federated Hermes, Inc. | 16,433 | $1.78M | 0.00% | +5,150+45.6% | Added |
| Clough Capital Partners L P | 16,400 | $1.77M | 0.19% | 00.0% | Unchanged |
| Spirit of America Management Corp | 16,300 | $1.76M | 0.40% | −1,300−7.4% | Reduced |
| Black Swift Group, LLC | 15,790 | $1.71M | 0.56% | −11,110−41.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 15,725 | $1.70M | 0.03% | −375−2.3% | Reduced |
| Madison Wealth Management | 15,720 | $1.70M | 0.36% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 15,618 | $1.69M | 0.41% | +86+0.6% | Added |
| E. Ohman J:or Asset Management AB | 15,600 | $1.69M | 0.06% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 15,383 | $1.66M | 0.27% | +67+0.4% | Added |
| Gabelli Funds LLC | 15,250 | $1.65M | 0.01% | +750+5.2% | Added |
| Two Sigma Securities, LLC | 15,221 | $1.64M | 0.08% | +15,221 | New |
| Advisors Asset Management, Inc. | 14,853 | $1.60M | 0.03% | −2,128−12.5% | Reduced |
| Westwood Holdings Group Inc. | 14,835 | $1.60M | 0.01% | −634−4.1% | Reduced |
| Tredje AP-fonden | 14,742 | $1.59M | 0.02% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 14,621 | $1.58M | 1.49% | −225−1.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 14,480 | $1.56M | 0.17% | +109+0.8% | Added |
| SG Americas Securities, LLC | 14,451 | $1.56M | 0.02% | −20,057−58.1% | Reduced |
| Park Avenue Securities LLC | 14,162 | $1.53M | 0.02% | −725−4.9% | Reduced |
| Tower Research Capital LLC (TRC) | 14,146 | $1.53M | 0.05% | −2,561−15.3% | Reduced |
| Capstone Investment Advisors, LLC | 14,085 | $1.52M | 0.04% | +9,306+194.7% | Added |
| Stevens Capital Management LP | 14,044 | $1.52M | 0.44% | +8,388+148.3% | Added |
| Verition Fund Management LLC | 13,923 | $1.50M | 0.02% | +5,745+70.2% | Added |
| Gsa Capital Partners LLP | 13,826 | $1.49M | 0.13% | +13,826 | New |
| Parallax Volatility Advisers, L.P. | 13,824 | $1.49M | 0.05% | +11,771+573.4% | Added |
| MidWestOne Financial Group, Inc. | 13,762 | $1.49M | 0.34% | −2,562−15.7% | Reduced |
| Prudential PLC | 13,446 | $1.45M | 0.02% | −1,720−11.3% | Reduced |
| Affinity Investment Advisors, LLC | 13,435 | $1.45M | 0.94% | −1,480−9.9% | Reduced |
| Cunning Capital Partners, LP | 13,265 | $1.43M | 0.94% | +13,265 | Added |
| Carret Asset Management, LLC | 13,053 | $1.41M | 0.20% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 12,976 | $1.40M | 0.06% | −1,744−11.8% | Reduced |
| Diligent Investors, LLC | 12,943 | $1.40M | 0.43% | +12,943 | New |
| Venture Visionary Partners LLC | 12,942 | $1.40M | 0.08% | +1,260+10.8% | Added |