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, 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 |
|---|---|---|---|---|---|
| Analyst IMS Investment Management Services Ltd. | 117,849 | $16.8M | 0.87% | +50,660+75.4% | Added |
| TD Asset Management Inc | 118,933 | $17.0M | 0.02% | +9,887+9.1% | Added |
| B&I Capital AG | 118,980 | $17.0M | 5.34% | −21,400−15.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 126,446 | $18.0M | 0.06% | +81,446+181.0% | Added |
| Employees Retirement System of Texas | 126,579 | $18.1M | 0.21% | −5,000−3.8% | Reduced |
| Voloridge Investment Management, LLC | 126,671 | $18.1M | 0.07% | −41,543−24.7% | Reduced |
| Teacher Retirement System of Texas | 129,044 | $18.4M | 0.13% | −93,911−42.1% | Reduced |
| FIL Ltd | 129,689 | $18.5M | 0.02% | −307−0.2% | Reduced |
| Swedbank AB | 130,197 | $18.6M | 0.03% | +392+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 130,448 | $18.6M | 0.14% | +64,660+98.3% | Added |
| Korea Investment CORP | 131,372 | $18.7M | 0.05% | −21,800−14.2% | Reduced |
| Vert Asset Management LLC | 132,586 | $18.9M | 8.16% | +4,924+3.9% | Added |
| Advisors Capital Management, LLC | 132,702 | $18.9M | 0.39% | −11,966−8.3% | Reduced |
| Advisor Group Holdings, Inc. | 133,613 | $19.1M | 0.03% | −39,772−22.9% | Reduced |
| Van Eck Associates Corp | 134,346 | $19.2M | 0.03% | +16,897+14.4% | Added |
| Heitman Real Estate Securities LLC | 136,162 | $19.4M | 1.05% | −54,264−28.5% | Reduced |
| Bruni J V & Co | 142,515 | $20.3M | 2.52% | +798+0.6% | Added |
| Handelsbanken Fonder AB | 143,954 | $20.5M | 0.10% | −7,040−4.7% | Reduced |
| Nordea Investment Management AB | 152,740 | $21.9M | 0.03% | +6,703+4.6% | Added |
| Thrivent Financial for Lutherans | 155,729 | $22.2M | 0.05% | +24,220+18.4% | Added |
| QRG Capital Management, Inc. | 160,427 | $22.9M | 0.34% | +11,591+7.8% | Added |
| STRS Ohio | 160,454 | $22.9M | 0.10% | −105,100−39.6% | Reduced |
| Natixis Advisors, L.P. | 164,928 | $23.5M | 0.06% | +9,942+6.4% | Added |
| Treasurer of the State of North Carolina | 168,843 | $24.1M | 0.12% | +7,329+4.5% | Added |
| Castle Hook Partners LP | 170,485 | $24.3M | 1.52% | +161,546+1,807.2% | Added |
| Mackenzie Financial Corp | 173,412 | $24.7M | 0.04% | −10,027−5.5% | Reduced |
| Guggenheim Capital LLC | 174,766 | $24.9M | 0.19% | −6,694−3.7% | Reduced |
| State of Wisconsin Investment Board | 177,460 | $25.3M | 0.07% | +3,475+2.0% | Added |
| Foundry Partners, LLC | 180,477 | $25.7M | 1.55% | −23,480−11.5% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 180,485 | $25.7M | 1.99% | +180,485 | New |
| O'Shaughnessy Asset Management, LLC | 186,744 | $26.6M | 0.35% | −14,182−7.1% | Reduced |
| Royal London Asset Management Ltd | 188,045 | $26.8M | 0.08% | −662−0.4% | Reduced |
| State of Alaska, Department of Revenue | 189,700 | $27.1M | 0.32% | −4,563−2.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 191,429 | $27.3M | 0.10% | +7,324+4.0% | Added |
| CIBC World Markets Corp | 191,890 | $27.4M | 0.15% | +173,831+962.6% | Added |
| AXA S.A. | 192,032 | $27.4M | 0.09% | −13,861−6.7% | Reduced |
| Pictet Asset Management Holding SA | 192,720 | $27.5M | 0.03% | −236−0.1% | Reduced |
| Voya Investment Management LLC | 194,671 | $27.8M | 0.03% | −13,609−6.5% | Reduced |
| Factory Mutual Insurance Co | 196,592 | $28.0M | 0.35% | 00.0% | Unchanged |
| Citadel Advisors LLC | 199,354 | $28.4M | 0.03% | +11,864+6.3% | Added |
| Kempen Capital Management N.V. | 199,698 | $28.5M | 0.40% | −9,400−4.5% | Reduced |
| The PNC Financial Services Group, Inc. | 200,659 | $28.6M | 0.02% | +4,615+2.4% | Added |
| Lazard Asset Management LLC | 201,878 | $28.8M | 0.04% | +11,931+6.3% | Added |
| Fort Washington Investment Advisors Inc | 203,734 | $29.1M | 0.20% | −19,115−8.6% | Reduced |
| National Bank of Canada | 207,027 | $29.6M | 0.05% | +115,696+126.7% | Added |
| Orbis Allan Gray Ltd | 216,839 | $30.9M | 0.19% | −142,802−39.7% | Reduced |
| Prana Capital Management, LP | 217,103 | $31.0M | 1.82% | +128,968+146.3% | Added |
| Toronto Dominion Bank | 227,436 | $32.4M | 0.05% | +17,201+8.2% | Added |
| AQR Capital Management LLC | 231,746 | $33.1M | 0.06% | −16,493−6.6% | Reduced |
| Nisa Investment Advisors, LLC | 235,826 | $33.6M | 0.24% | −14,386−5.7% | Reduced |
| Victory Capital Management Inc | 238,156 | $34.0M | 0.04% | −16,883−6.6% | Reduced |
| CORDA Investment Management, LLC. | 238,323 | $34.0M | 2.85% | −2,483−1.0% | Reduced |
| Storebrand Asset Management AS | 245,185 | $35.0M | 0.13% | −3,250−1.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 245,343 | $35.0M | 0.08% | +13,086+5.6% | Added |
| Capital Fund Management S.A. | 251,704 | $35.9M | 0.46% | +13,083+5.5% | Added |
| DekaBank Deutsche Girozentrale | 251,882 | $36.1M | 0.07% | −11,627−4.4% | Reduced |
| Raymond James & Associates | 255,743 | $36.5M | 0.03% | +22,600+9.7% | Added |
| Adage Capital Partners GP, L.L.C. | 256,863 | $36.6M | 0.08% | +41,600+19.3% | Added |
| Douglas Lane & Associates, LLC | 256,953 | $36.7M | 0.56% | +2,541+1.0% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 198,140 | $36.7M | 0.50% | +198,140 | New |
| Capital Advisors Inc | 259,978 | $37.1M | 0.83% | +8,173+3.2% | Added |
| Minneapolis Portfolio Management Group, LLC | 260,378 | $37.1M | 4.87% | −12,133−4.5% | Reduced |
| New York State Common Retirement Fund | 261,501 | $37.3M | 0.05% | −40,270−13.3% | Reduced |
| KBC Group NV | 271,041 | $38.7M | 0.14% | −33,469−11.0% | Reduced |
| Manufacturers Life Insurance Company, The | 276,617 | $39.5M | 0.02% | +11,933+4.5% | Added |
| Allspring Global Investments Holdings, LLC | 277,034 | $39.5M | 0.07% | −23,070−7.7% | Reduced |
| Sapient Capital LLC | 280,206 | $40.0M | 1.03% | +280,206 | New |
| ExodusPoint Capital Management, LP | 281,212 | $40.1M | 0.50% | +281,212 | New |
| Susquehanna International Group, LLP | 287,608 | $41.0M | 0.07% | +152,470+112.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 306,179 | $43.7M | 0.17% | +1,485+0.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 309,315 | $44.1M | 0.10% | −18,123−5.5% | Reduced |
| Allianz Asset Management GmbH | 316,297 | $45.1M | 0.08% | −117,496−27.1% | Reduced |
| TCW Group Inc | 322,982 | $46.1M | 0.51% | −3,298−1.0% | Reduced |
| Citigroup Inc | 327,519 | $46.7M | 0.06% | +71,972+28.2% | Added |
| State of Tennessee, Treasury Department | 336,550 | $48.0M | 0.19% | −41,001−10.9% | Reduced |
| Ensign Peak Advisors, Inc | 342,012 | $48.8M | 0.10% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 342,576 | $49.4M | 3.67% | −15,909−4.4% | Reduced |
| Pinebridge Investments, L.P. | 347,039 | $49.5M | 0.46% | −29,902−7.9% | Reduced |
| State Board of Administration of Florida Retirement System | 348,811 | $49.8M | 0.10% | +14,044+4.2% | Added |
| New York State Teachers Retirement System | 360,729 | $51.5M | 0.11% | −26,122−6.8% | Reduced |
| Stifel Financial Corp | 385,213 | $54.9M | 0.07% | −2,408−0.6% | Reduced |
| State of New Jersey Common Pension Fund D | 408,139 | $58.2M | 0.20% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 418,163 | $59.6M | 0.11% | +222,173+113.4% | Added |
| Envestnet Asset Management Inc | 419,173 | $59.8M | 0.02% | −10,299−2.4% | Reduced |
| LPL Financial LLC | 432,880 | $61.7M | 0.04% | +72,764+20.2% | Added |
| Nomura Asset Management Co Ltd | 464,581 | $66.3M | 0.27% | +11,544+2.5% | Added |
| Standard Life Aberdeen plc | 473,669 | $67.6M | 0.15% | +129,772+37.7% | Added |
| Retirement Systems of Alabama | 487,829 | $69.6M | 0.29% | −81,479−14.3% | Reduced |
| Wellington Management Group LLP | 490,187 | $69.9M | 0.01% | +186,740+61.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 510,682 | $71.5M | 0.13% | +15,251+3.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 502,609 | $71.7M | 0.42% | +105,840+26.7% | Added |
| Aew Capital Management L P | 503,925 | $71.9M | 2.62% | −9,350−1.8% | Reduced |
| Macquarie Group Ltd | 521,244 | $74.4M | 0.09% | +102,153+24.4% | Added |
| LSV Asset Management | 525,800 | $75.0M | 0.16% | −91,345−14.8% | Reduced |
| California State Teachers Retirement System | 526,072 | $75.0M | 0.10% | +8,577+1.7% | Added |
| Lasalle Investment Management Securities LLC | 553,867 | $79.0M | 3.12% | −107,884−16.3% | Reduced |
| Franklin Resources Inc | 563,825 | $80.4M | 0.04% | +323,168+134.3% | Added |
| Credit Suisse AG | 565,966 | $80.7M | 0.08% | +1,842+0.3% | Added |
| UBS Group AG | 570,597 | $81.4M | 0.03% | +10,353+1.8% | Added |
| Public Employees Retirement System of Ohio | 616,768 | $88.0M | 0.35% | −6,751−1.1% | Reduced |