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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.

Institutional holdersQ4 2023: 1,056 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ4 2023: $41.4B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$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.

Institutions holding SPG in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Adelante Capital Management LLC594,591$00.00%+21,126+3.7%Added
Fuller & Thaler Asset Management, Inc.0$20.00%−13−100.0%Reduced
Dogwood Wealth Management LLC0$60.00%0New
SOA Wealth Advisors, LLC.1$1430.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC2$2850.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC2$2850.00%+2New
Evermay Wealth Management LLC3$4280.00%+3New
Sofos Investments, Inc.3$4550.00%00.0%Unchanged
Cornerstone Planning Group LLC4$5710.00%00.0%Unchanged
Sachetta, LLC4$5710.00%+4New
Macroview Investment Management LLC5$7140.00%−11−68.8%Reduced
Johnson Financial Group, Inc.5$7140.00%+5New
Semmax Financial Advisors Inc.5$7400.00%00.0%Unchanged
VitalStone Financial, LLC7$1.00K0.00%−24−77.4%Reduced
Delos Wealth Advisors, LLC8$1.14K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC11$1.57K0.00%+11New
TFC Financial Management11$1.57K0.00%−3−21.4%Reduced
JJJ Advisors Inc.12$1.71K0.00%+12New
Tidemark, LLC13$1.85K0.00%+13New
JFS Wealth Advisors, LLC14$2.00K0.00%−296−95.5%Reduced
Salomon & Ludwin, LLC20$2.16K0.00%00.0%Unchanged
Planning Capital Management Corp16$2.28K0.00%+16New
Prestige Wealth Management Group LLC18$2.57K0.00%00.0%Unchanged
Archer Investment Corp20$2.85K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC20$2.85K0.00%+20New
ClariVest Asset Management LLC20$2.86K0.00%+2+11.1%Added
MCF Advisors LLC22$3.14K0.00%00.0%Unchanged
Red Tortoise LLC23$3.28K0.00%00.0%Unchanged
Dunhill Financial, LLC23$3.32K0.00%+23New
Eagle Bay Advisors LLC24$3.42K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.24$3.47K0.00%+24New
PFG Private Wealth Management, LLC25$3.57K0.00%−20−44.4%Reduced
Tucker Asset Management LLC25$3.57K0.00%00.0%Unchanged
Caitlin John, LLC25$3.57K0.00%+25New
Glen Eagle Advisors, LLC29$4.14K0.00%00.0%Unchanged
Raleigh Capital Management Inc.30$4.25K0.00%+27+900.0%Added
Institutional & Family Asset Management, LLC30$4.28K0.00%00.0%Unchanged
Versant Capital Management, Inc30$4.28K0.00%+18+150.0%Added
Mark Sheptoff Financial Planning, LLC31$4.42K0.00%00.0%Unchanged
Creative Capital Management Investments LLC33$4.71K0.00%00.0%Unchanged
Arrow Financial Corp34$4.85K0.00%−16−32.0%Reduced
Raffa Wealth Management, LLC34$4.85K0.00%00.0%Unchanged
Avion Wealth35$5.00K0.00%+16+84.2%Added
Gradient Investments LLC36$5.10K0.00%+11+44.0%Added
Jackson, Grant Investment Advisers, Inc.38$5.42K0.00%00.0%Unchanged
Hollencrest Capital Management40$5.71K0.00%−560−93.3%Reduced
Independence Bank of Kentucky40$5.71K0.00%00.0%Unchanged
Sittner & Nelson, LLC44$6.28K0.00%00.0%Unchanged
Gold Investment Management Ltd.45$6.42K0.00%+45New
Costello Asset Management, INC51$7.28K0.01%+1+2.0%Added
Oakworth Capital, Inc.52$7.42K0.00%00.0%Unchanged
Pineridge Advisors LLC53$7.56K0.00%+53New
Aspect Partners, LLC57$8.13K0.01%+57New
Bell Investment Advisors, Inc61$8.70K0.00%−27−30.7%Reduced
Kayne Anderson Rudnick Investment Management LLC66$9.45K0.00%+27+69.2%Added
Adirondack Trust Co66$9.78K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC69$9.84K0.00%+69New
RFP Financial Group LLC70$9.98K0.00%−76−52.1%Reduced
Asset Dedication, LLC73$10.0K0.00%00.0%Unchanged
Bogart Wealth, LLC72$10.3K0.00%00.0%Unchanged
Private Wealth Management Group, LLC73$10.4K0.01%+73New
Fortitude Family Office, LLC75$10.7K0.01%+75New
Center for Financial Planning, Inc.76$10.8K0.00%00.0%Unchanged
1832 Asset Management L.P.76$10.8K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC83$11.8K0.00%+83New
Colonial Trust Advisors84$12.0K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.90$12.8K0.00%00.0%Unchanged
Financial Management Professionals, Inc.88$13.0K0.00%00.0%Unchanged
Ancora Advisors, LLC97$13.8K0.00%+97New
DB Wealth Management Group, LLC100$14.3K0.01%00.0%Unchanged
Provenance Wealth Advisors, LLC100$14.3K0.00%+100New
Grayhawk Investment Strategies Inc.105$15.0K0.01%00.0%Unchanged
Bartlett & Co. LLC107$15.0K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.109$15.5K0.00%00.0%Unchanged
Private Ocean, LLC109$15.5K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC107$15.6K0.00%00.0%Unchanged
Rise Advisors, LLC111$15.8K0.01%+1+0.9%Added
GW&K Investment Management, LLC112$16.0K0.00%+13+13.1%Added
First United Bank Trust113$16.1K0.01%+113New
Focused Wealth Management, Inc114$16.3K0.00%+1+0.9%Added
Brown Brothers Harriman & Co116$16.5K0.00%−96−45.3%Reduced
Fairfield, Bush & Co.117$16.7K0.01%+117New
Core Alternative Capital119$16.9K0.00%−26−17.9%Reduced
Cedar Mountain Advisors, LLC125$17.8K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.125$17.9K0.00%+1+0.8%Added
Abound Wealth Management127$18.1K0.01%+16+14.4%Added
Jones Financial Companies LLLP136$19.4K0.00%+112+466.7%Added
Centerpoint Advisors, LLC142$20.0K0.01%+139+4,633.3%Added
West Paces Advisors Inc.142$20.3K0.01%+4+2.9%Added
AlphaMark Advisors, LLC150$21.0K0.01%00.0%Unchanged
Boyd Watterson Asset Management LLC153$21.8K0.01%00.0%Unchanged
Atwood & Palmer Inc155$22.1K0.00%00.0%Unchanged
Richardson Financial Services Inc.160$22.8K0.02%+160New
Covestor Ltd163$23.0K0.02%−64−28.2%Reduced
Creative Financial Designs Inc164$23.4K0.00%00.0%Unchanged
AdvisorNet Financial, Inc165$23.5K0.00%−60−26.7%Reduced
Grove Bank & Trust174$24.8K0.00%00.0%Unchanged
Quarry LP182$26.0K0.01%−25−12.1%Reduced
Tradition Wealth Management, LLC184$26.0K0.00%−600−76.5%Reduced
Cape Investment Advisory, Inc.198$28.2K0.01%+192+3,200.0%Added