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, Q4 2023
Institutional positions in Simon Property Group Inc. as of Dec 31, 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
- 1,056
- +87 vs. Q3 2023
- Shares held
- 290.6M
- +4.69M (+1.6%) vs. Q3 2023
- Total value
- $41.4B
- +$10.5B (+33.9%) vs. Q3 2023
- New holders
- 172
- 344 more added
- Sold out
- 85
- 393 more reduced
16 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 45,707,505 | $6.52B | 0.14% | −407,624−0.9% | Reduced |
| BlackRock Inc. | 33,592,080 | $4.79B | 0.12% | +76,514+0.2% | Added |
| Cohen & Steers, Inc. | 22,973,119 | $3.28B | 6.63% | −479,570−2.0% | Reduced |
| State Street Corp | 22,737,002 | $3.24B | 0.16% | +496,633+2.2% | Added |
| Norges Bank | 17,955,562 | $2.56B | 0.45% | +5,625,089+45.6% | Added |
| Geode Capital Management, LLC | 8,661,529 | $1.23B | 0.13% | +123,026+1.4% | Added |
| Morgan Stanley | 5,781,967 | $824.7M | 0.07% | −58,574−1.0% | Reduced |
| FMR LLC | 5,674,596 | $809.4M | 0.06% | −256,555−4.3% | Reduced |
| Daiwa Securities Group Inc. | 4,917,587 | $701.4M | 4.36% | −255,131−4.9% | Reduced |
| Dimensional Fund Advisors LP | 4,642,757 | $662.3M | 0.19% | −29,175−0.6% | Reduced |
| Price T Rowe Associates Inc | 4,521,281 | $644.9M | 0.09% | −339,707−7.0% | Reduced |
| Legal & General Group Plc | 4,435,898 | $632.7M | 0.20% | +193,350+4.6% | Added |
| Nuveen Asset Management, LLC | 4,412,285 | $629.4M | 0.20% | −157,405−3.4% | Reduced |
| JPMorgan Chase & Co | 4,278,623 | $610.3M | 0.06% | −331,261−7.2% | Reduced |
| Northern Trust Corp | 3,980,718 | $567.8M | 0.10% | −764,480−16.1% | Reduced |
| Charles Schwab Investment Management Inc | 3,537,655 | $504.6M | 0.13% | +72,645+2.1% | Added |
| Goldman Sachs Group Inc | 2,836,867 | $404.7M | 0.09% | −196,691−6.5% | Reduced |
| UBS Asset Management Americas Inc | 2,818,773 | $402.1M | 0.16% | +117,653+4.4% | Added |
| Deutsche Bank AG | 2,689,518 | $383.6M | 0.20% | +465,443+20.9% | Added |
| Bank of New York Mellon Corp | 2,616,774 | $373.3M | 0.08% | −149,081−5.4% | Reduced |
| Invesco Ltd. | 2,388,603 | $340.7M | 0.08% | −20,586−0.9% | Reduced |
| Smead Capital Management, Inc. | 2,300,976 | $328.2M | 5.88% | −38,930−1.7% | Reduced |
| Boston Partners | 2,228,580 | $317.9M | 0.42% | +183,702+9.0% | Added |
| Cbre Clarion Securities LLC | 2,022,119 | $288.4M | 5.24% | −282,905−12.3% | Reduced |
| Centersquare Investment Management LLC | 1,735,340 | $247.5M | 2.77% | −294,753−14.5% | Reduced |
| Principal Financial Group Inc | 1,719,797 | $245.3M | 0.16% | −408,307−19.2% | Reduced |
| Russell Investments Group, Ltd. | 1,653,052 | $236.2M | 0.42% | +114,653+7.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,586,176 | $226.3M | 0.17% | −79,070−4.7% | Reduced |
| Prudential Financial Inc | 1,477,330 | $209.7M | 0.32% | +48,921+3.4% | Added |
| Bank of America Corp | 1,432,500 | $204.3M | 0.02% | −124,148−8.0% | Reduced |
| Royal Bank of Canada | 1,425,057 | $203.3M | 0.05% | −462,065−24.5% | Reduced |
| Ameriprise Financial Inc | 1,403,036 | $201.7M | 0.06% | −217,346−13.4% | Reduced |
| Barclays PLC | 1,251,491 | $178.5M | 0.09% | +638,882+104.3% | Added |
| PGGM Investments | 1,210,360 | $172.6M | 2.63% | 00.0% | Unchanged |
| Schroder Investment Management Group | 1,102,584 | $157.3M | 0.20% | −164,547−13.0% | Reduced |
| SEI Investments Co | 1,086,852 | $155.0M | 0.25% | +130,729+13.7% | Added |
| Canada Pension Plan Investment Board | 1,047,967 | $149.5M | 0.19% | −32,100−3.0% | Reduced |
| Swiss National Bank | 1,023,127 | $145.9M | 0.11% | −28,700−2.7% | Reduced |
| American Century Companies Inc | 959,260 | $136.8M | 0.09% | +105,069+12.3% | Added |
| Parnassus Investments | 913,815 | $130.3M | 0.29% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 867,690 | $123.8M | 0.05% | +135,457+18.5% | Added |
| Bessemer Group Inc | 866,921 | $123.7M | 0.24% | +16,230+1.9% | Added |
| HSBC Holdings PLC | 855,227 | $122.1M | 0.11% | +86,749+11.3% | Added |
| HighTower Advisors, LLC | 837,732 | $119.5M | 0.20% | +20,362+2.5% | Added |
| Amundi | 817,332 | $116.2M | 0.05% | +122,791+17.7% | Added |
| National Pension Service | 796,232 | $113.6M | 0.16% | +21,253+2.7% | Added |
| Wells Fargo & Company | 796,145 | $113.6M | 0.03% | +4,077+0.5% | Added |
| Rhumbline Advisers | 764,303 | $109.0M | 0.11% | −20,172−2.6% | Reduced |
| Duff & Phelps Investment Management Co | 763,371 | $108.9M | 1.31% | +469,855+160.1% | Added |
| Bank of Montreal | 751,138 | $108.4M | 0.06% | +51,896+7.4% | Added |
| APG Asset Management US Inc. | 742,061 | $105.8M | 0.65% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 694,167 | $99.0M | 0.09% | −24,082−3.4% | Reduced |
| Panagora Asset Management Inc | 672,724 | $96.0M | 0.54% | +667,034+11,722.9% | Added |
| Asset Management One Co.,Ltd. | 644,625 | $93.0M | 0.37% | −10,176−1.6% | Reduced |
| Great West Life Assurance Co | 641,680 | $91.2M | 0.20% | +82,981+14.9% | Added |
| California Public Employees Retirement System | 619,003 | $88.3M | 0.07% | −18,531−2.9% | Reduced |
| Public Employees Retirement System of Ohio | 616,768 | $88.0M | 0.35% | −6,751−1.1% | Reduced |
| UBS Group AG | 570,597 | $81.4M | 0.03% | +10,353+1.8% | Added |
| Credit Suisse AG | 565,966 | $80.7M | 0.08% | +1,842+0.3% | Added |
| Franklin Resources Inc | 563,825 | $80.4M | 0.04% | +323,168+134.3% | Added |
| Lasalle Investment Management Securities LLC | 553,867 | $79.0M | 3.12% | −107,884−16.3% | Reduced |
| California State Teachers Retirement System | 526,072 | $75.0M | 0.10% | +8,577+1.7% | Added |
| LSV Asset Management | 525,800 | $75.0M | 0.16% | −91,345−14.8% | Reduced |
| Macquarie Group Ltd | 521,244 | $74.4M | 0.09% | +102,153+24.4% | Added |
| Aew Capital Management L P | 503,925 | $71.9M | 2.62% | −9,350−1.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 502,609 | $71.7M | 0.42% | +105,840+26.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 510,682 | $71.5M | 0.13% | +15,251+3.1% | Added |
| Wellington Management Group LLP | 490,187 | $69.9M | 0.01% | +186,740+61.5% | Added |
| Retirement Systems of Alabama | 487,829 | $69.6M | 0.29% | −81,479−14.3% | Reduced |
| Standard Life Aberdeen plc | 473,669 | $67.6M | 0.15% | +129,772+37.7% | Added |
| Nomura Asset Management Co Ltd | 464,581 | $66.3M | 0.27% | +11,544+2.5% | Added |
| LPL Financial LLC | 432,880 | $61.7M | 0.04% | +72,764+20.2% | Added |
| Envestnet Asset Management Inc | 419,173 | $59.8M | 0.02% | −10,299−2.4% | Reduced |
| BNP Paribas Arbitrage, SA | 418,163 | $59.6M | 0.11% | +222,173+113.4% | Added |
| State of New Jersey Common Pension Fund D | 408,139 | $58.2M | 0.20% | 00.0% | Unchanged |
| Stifel Financial Corp | 385,213 | $54.9M | 0.07% | −2,408−0.6% | Reduced |
| New York State Teachers Retirement System | 360,729 | $51.5M | 0.11% | −26,122−6.8% | Reduced |
| State Board of Administration of Florida Retirement System | 348,811 | $49.8M | 0.10% | +14,044+4.2% | Added |
| Pinebridge Investments, L.P. | 347,039 | $49.5M | 0.46% | −29,902−7.9% | Reduced |
| Uniplan Investment Counsel, Inc. | 342,576 | $49.4M | 3.67% | −15,909−4.4% | Reduced |
| Ensign Peak Advisors, Inc | 342,012 | $48.8M | 0.10% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 336,550 | $48.0M | 0.19% | −41,001−10.9% | Reduced |
| Citigroup Inc | 327,519 | $46.7M | 0.06% | +71,972+28.2% | Added |
| TCW Group Inc | 322,982 | $46.1M | 0.51% | −3,298−1.0% | Reduced |
| Allianz Asset Management GmbH | 316,297 | $45.1M | 0.08% | −117,496−27.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 309,315 | $44.1M | 0.10% | −18,123−5.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 306,179 | $43.7M | 0.17% | +1,485+0.5% | Added |
| Susquehanna International Group, LLP | 287,608 | $41.0M | 0.07% | +152,470+112.8% | Added |
| ExodusPoint Capital Management, LP | 281,212 | $40.1M | 0.50% | +281,212 | New |
| Sapient Capital LLC | 280,206 | $40.0M | 1.03% | +280,206 | New |
| Allspring Global Investments Holdings, LLC | 277,034 | $39.5M | 0.07% | −23,070−7.7% | Reduced |
| Manufacturers Life Insurance Company, The | 276,617 | $39.5M | 0.02% | +11,933+4.5% | Added |
| KBC Group NV | 271,041 | $38.7M | 0.14% | −33,469−11.0% | Reduced |
| New York State Common Retirement Fund | 261,501 | $37.3M | 0.05% | −40,270−13.3% | Reduced |
| Minneapolis Portfolio Management Group, LLC | 260,378 | $37.1M | 4.87% | −12,133−4.5% | Reduced |
| Capital Advisors Inc | 259,978 | $37.1M | 0.83% | +8,173+3.2% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 198,140 | $36.7M | 0.50% | +198,140 | New |
| Douglas Lane & Associates, LLC | 256,953 | $36.7M | 0.56% | +2,541+1.0% | Added |
| Adage Capital Partners GP, L.L.C. | 256,863 | $36.6M | 0.08% | +41,600+19.3% | Added |
| Raymond James & Associates | 255,743 | $36.5M | 0.03% | +22,600+9.7% | Added |