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 |
|---|---|---|---|---|---|
| Erste Asset Management GmbH | 12,600 | $1.37M | 0.02% | −500−3.8% | Reduced |
| AFS Financial Group, LLC | 12,563 | $1.36M | 0.93% | −108−0.9% | Reduced |
| Wexford Capital LP | 12,518 | $1.35M | 0.31% | +2,436+24.2% | Added |
| Donoghue Forlines LLC | 12,472 | $1.35M | 0.48% | +3,571+40.1% | Added |
| Cascade Investment Advisors, Inc. | 12,458 | $1.35M | 1.06% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 12,331 | $1.34M | 0.65% | −199−1.6% | Reduced |
| Investors Research Corp | 12,237 | $1.32M | 0.35% | 00.0% | Unchanged |
| Howland Capital Management LLC | 12,114 | $1.31M | 0.08% | 00.0% | Unchanged |
| Brookstone Capital Management | 12,278 | $1.31M | 0.03% | −655−5.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 11,663 | $1.26M | 0.46% | −121−1.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,648 | $1.26M | 0.10% | −90−0.8% | Reduced |
| HRT Financial LP | 11,648 | $1.26M | 0.01% | −100,346−89.6% | Reduced |
| Meitav Dash Investments Ltd | 11,558 | $1.25M | 0.02% | 00.0% | Unchanged |
| APG Asset Management N.V. | 11,425 | $1.23M | 0.00% | −1,400−10.9% | Reduced |
| First Citizens Bank & Trust Co | 11,279 | $1.22M | 0.02% | −6,435−36.3% | Reduced |
| Wellington Shields Capital Management, LLC | 11,245 | $1.21M | 0.16% | −6,780−37.6% | Reduced |
| Westpac Banking Corp | 11,157 | $1.21M | 0.09% | +215+2.0% | Added |
| National Asset Management, Inc. | 10,980 | $1.19M | 0.03% | −826−7.0% | Reduced |
| Vanderbilt University | 10,950 | $1.18M | 0.31% | −612−5.3% | Reduced |
| New England Research & Management, Inc. | 10,925 | $1.18M | 0.67% | −300−2.7% | Reduced |
| Quantinno Capital Management LP | 10,878 | $1.18M | 0.05% | +1,071+10.9% | Added |
| Ieq Capital, LLC | 10,757 | $1.16M | 0.02% | −194−1.8% | Reduced |
| Cetera Advisors LLC | 10,722 | $1.16M | 0.02% | +3,028+39.4% | Added |
| Leonteq Securities AG | 10,580 | $1.14M | 0.12% | −972−8.4% | Reduced |
| Assetmark, Inc | 10,413 | $1.12M | 0.00% | +630+6.4% | Added |
| Granger Management LLC | 10,354 | $1.12M | 0.47% | −149−1.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,327 | $1.12M | 0.03% | +13+0.1% | Added |
| Virtu Financial LLC | 10,279 | $1.11M | 0.11% | +10,279 | New |
| Infrastructure Capital Advisors, LLC | 17 | $1.11M | 0.21% | −12,020−99.9% | Reduced |
| Jeppson Wealth Management, LLC | 10,145 | $1.10M | 0.50% | +50+0.5% | Added |
| MBL Wealth, LLC | 10,101 | $1.09M | 0.15% | +20+0.2% | Added |
| Greenleaf Trust | 10,060 | $1.09M | 0.01% | +238+2.4% | Added |
| Lido Advisors, LLC | 10,033 | $1.08M | 0.01% | −936−8.5% | Reduced |
| Personal Cfo Solutions, LLC | 9,993 | $1.08M | 0.21% | −319−3.1% | Reduced |
| Man Group plc | – | $1.07M | 0.00% | – | New |
| Banque Cantonale Vaudoise | 9,805 | $1.06M | 0.05% | +1,116+12.8% | Added |
| Great Lakes Advisors, LLC | 9,767 | $1.06M | 0.01% | −7,530−43.5% | Reduced |
| BCGM Wealth Management, LLC | 9,734 | $1.05M | 0.48% | +254+2.7% | Added |
| iA Global Asset Management Inc. | 9,701 | $1.05M | 0.03% | −1,186−10.9% | Reduced |
| Transcend Wealth Collective, LLC | 9,607 | $1.04M | 0.10% | +495+5.4% | Added |
| Vinva Investment Management Ltd | 9,496 | $1.03M | 0.10% | −213−2.2% | Reduced |
| GWM Advisors LLC | 9,546 | $1.03M | 0.01% | −1,194−11.1% | Reduced |
| Miracle Mile Advisors, LLC | 9,514 | $1.03M | 0.03% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 9,488 | $1.02M | 0.20% | +9,488 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 9,480 | $1.02M | 0.02% | −483−4.8% | Reduced |
| Toroso Investments, LLC | 9,461 | $1.02M | 0.03% | +886+10.3% | Added |
| XTX Topco Ltd | 9,361 | $1.01M | 0.17% | +9,361 | New |
| Walleye Trading LLC | 9,329 | $1.01M | 0.02% | +9,329 | New |
| Penserra Capital Management LLC | 9,212 | $993.0K | 0.02% | +483+5.5% | Added |
| Pine Valley Investments Ltd Liability Co | 9,100 | $983.1K | 0.09% | +500+5.8% | Added |
| Mark Asset Management LP | 9,072 | $980.0K | 0.19% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 9,003 | $972.6K | 0.21% | −320−3.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,001 | $972.4K | 0.01% | +9,001 | New |
| Castle Hook Partners LP | 8,939 | $965.7K | 0.07% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 8,926 | $964.0K | 0.11% | +8,926 | New |
| Perigon Wealth Management, LLC | 8,873 | $958.6K | 0.04% | −350−3.8% | Reduced |
| AXS Investments LLC | 8,780 | $948.5K | 0.25% | −2,214−20.1% | Reduced |
| NewEdge Wealth, LLC | 8,707 | $940.7K | 0.03% | −213−2.4% | Reduced |
| Convergence Investment Partners, LLC | 8,694 | $939.0K | 0.56% | −250−2.8% | Reduced |
| TD Waterhouse Canada Inc. | 8,910 | $933.7K | 0.01% | −348−3.8% | Reduced |
| Valeo Financial Advisors, LLC | 8,595 | $928.5K | 0.04% | −354−4.0% | Reduced |
| Mystic Asset Management, Inc. | 8,542 | $922.8K | 0.52% | −195−2.2% | Reduced |
| Integrated Wealth Concepts LLC | 8,503 | $918.6K | 0.02% | −346−3.9% | Reduced |
| Everence Capital Management Inc | 8,469 | $915.0K | 0.07% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 8,337 | $899.0K | 0.00% | −7,423−47.1% | Reduced |
| Brinker Capital Investments, LLC | 8,220 | $888.0K | 0.01% | −201−2.4% | Reduced |
| Orion Portfolio Solutions, LLC | 8,220 | $888.0K | 0.01% | −201−2.4% | Reduced |
| EverSource Wealth Advisors, LLC | 8,104 | $875.5K | 0.09% | −1,229−13.2% | Reduced |
| Foster & Motley Inc | 8,097 | $875.0K | 0.07% | −11,523−58.7% | Reduced |
| Bedel Financial Consulting, Inc. | 8,036 | $868.1K | 0.18% | +10.0% | Added |
| Bedel Financial Consulting Inc | 8,036 | $868.1K | 0.18% | +8,036 | New |
| Federation des caisses Desjardins du Quebec | 7,948 | $858.6K | 0.01% | −313−3.8% | Reduced |
| Wright Investors Service Inc | 7,806 | $843.3K | 0.24% | −2,554−24.7% | Reduced |
| Empowered Funds, LLC | 7,653 | $826.8K | 0.02% | +5,359+233.6% | Added |
| Wetherby Asset Management Inc | 7,594 | $820.4K | 0.05% | −32−0.4% | Reduced |
| Commerzbank Aktiengesellschaft | 7,526 | $814.0K | 0.04% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 7,500 | $810.2K | 0.01% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 7,452 | $805.0K | 0.10% | −4−0.1% | Reduced |
| Illinois Municipal Retirement Fund | 7,454 | $805.0K | 0.02% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 7,286 | $787.1K | 0.39% | +102+1.4% | Added |
| Versor Investments LP | 7,282 | $786.7K | 0.16% | −4,400−37.7% | Reduced |
| TrueWealth Advisors, LLC | 7,260 | $784.3K | 0.33% | 00.0% | Unchanged |
| Nan Shan Life Insurance Co., Ltd. | 7,229 | $780.9K | 0.02% | +7,229 | New |
| Yelin Lapidot Holdings Management Ltd. | 7,150 | $778.1K | 0.19% | +7,150 | New |
| Chesapeake Asset Management LLC | 7,200 | $777.8K | 0.76% | −20−0.3% | Reduced |
| Cerity Partners LLC | 7,189 | $776.6K | 0.00% | −2,659−27.0% | Reduced |
| Ostrum Asset Management | 7,052 | $761.8K | 0.07% | −49−0.7% | Reduced |
| Gifford Fong Associates | 7,000 | $756.0K | 0.18% | 00.0% | Unchanged |
| Maven Securities LTD | 6,988 | $754.9K | 0.08% | +4,014+135.0% | Added |
| Tokio Marine Asset Management Co Ltd | 6,958 | $751.7K | 0.05% | +657+10.4% | Added |
| Dark Forest Capital Management LP | 6,938 | $749.5K | 0.06% | −9,523−57.9% | Reduced |
| International Assets Investment Management, LLC | 6,908 | $747.4K | 0.10% | −3,048−30.6% | Reduced |
| Vetamer Capital Management, L.P. | 6,906 | $746.1K | 1.37% | −4,482−39.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,899 | $745.3K | 0.42% | +277+4.2% | Added |
| Castle Rock Wealth Management, LLC | 7,021 | $737.1K | 0.25% | +2,233+46.6% | Added |
| Ossiam | 6,811 | $735.8K | 0.01% | +681+11.1% | Added |
| Strategic Advisors LLC | 6,800 | $734.6K | 0.14% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 6,495 | $701.7K | 0.09% | −1,089−14.4% | Reduced |
| Carmel Capital Partners, LLC | 6,491 | $701.2K | 0.31% | +969+17.5% | Added |
| Scotia Capital Inc. | 6,487 | $700.8K | 0.01% | +555+9.4% | Added |