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 |
|---|---|---|---|---|---|
| California Public Employees Retirement System | 619,003 | $88.3M | 0.07% | −18,531−2.9% | Reduced |
| Great West Life Assurance Co | 641,680 | $91.2M | 0.20% | +82,981+14.9% | Added |
| Asset Management One Co.,Ltd. | 644,625 | $93.0M | 0.37% | −10,176−1.6% | Reduced |
| Panagora Asset Management Inc | 672,724 | $96.0M | 0.54% | +667,034+11,722.9% | Added |
| Neuberger Berman Group LLC | 694,167 | $99.0M | 0.09% | −24,082−3.4% | Reduced |
| APG Asset Management US Inc. | 742,061 | $105.8M | 0.65% | 00.0% | Unchanged |
| Bank of Montreal | 751,138 | $108.4M | 0.06% | +51,896+7.4% | Added |
| Duff & Phelps Investment Management Co | 763,371 | $108.9M | 1.31% | +469,855+160.1% | Added |
| Rhumbline Advisers | 764,303 | $109.0M | 0.11% | −20,172−2.6% | Reduced |
| Wells Fargo & Company | 796,145 | $113.6M | 0.03% | +4,077+0.5% | Added |
| National Pension Service | 796,232 | $113.6M | 0.16% | +21,253+2.7% | Added |
| Amundi | 817,332 | $116.2M | 0.05% | +122,791+17.7% | Added |
| HighTower Advisors, LLC | 837,732 | $119.5M | 0.20% | +20,362+2.5% | Added |
| HSBC Holdings PLC | 855,227 | $122.1M | 0.11% | +86,749+11.3% | Added |
| Bessemer Group Inc | 866,921 | $123.7M | 0.24% | +16,230+1.9% | Added |
| Alliancebernstein L.P. | 867,690 | $123.8M | 0.05% | +135,457+18.5% | Added |
| Parnassus Investments | 913,815 | $130.3M | 0.29% | 00.0% | Unchanged |
| American Century Companies Inc | 959,260 | $136.8M | 0.09% | +105,069+12.3% | Added |
| Swiss National Bank | 1,023,127 | $145.9M | 0.11% | −28,700−2.7% | Reduced |
| Canada Pension Plan Investment Board | 1,047,967 | $149.5M | 0.19% | −32,100−3.0% | Reduced |
| SEI Investments Co | 1,086,852 | $155.0M | 0.25% | +130,729+13.7% | Added |
| Schroder Investment Management Group | 1,102,584 | $157.3M | 0.20% | −164,547−13.0% | Reduced |
| PGGM Investments | 1,210,360 | $172.6M | 2.63% | 00.0% | Unchanged |
| Barclays PLC | 1,251,491 | $178.5M | 0.09% | +638,882+104.3% | Added |
| Ameriprise Financial Inc | 1,403,036 | $201.7M | 0.06% | −217,346−13.4% | Reduced |
| Royal Bank of Canada | 1,425,057 | $203.3M | 0.05% | −462,065−24.5% | Reduced |
| Bank of America Corp | 1,432,500 | $204.3M | 0.02% | −124,148−8.0% | Reduced |
| Prudential Financial Inc | 1,477,330 | $209.7M | 0.32% | +48,921+3.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,586,176 | $226.3M | 0.17% | −79,070−4.7% | Reduced |
| Russell Investments Group, Ltd. | 1,653,052 | $236.2M | 0.42% | +114,653+7.5% | Added |
| Principal Financial Group Inc | 1,719,797 | $245.3M | 0.16% | −408,307−19.2% | Reduced |
| Centersquare Investment Management LLC | 1,735,340 | $247.5M | 2.77% | −294,753−14.5% | Reduced |
| Cbre Clarion Securities LLC | 2,022,119 | $288.4M | 5.24% | −282,905−12.3% | Reduced |
| Boston Partners | 2,228,580 | $317.9M | 0.42% | +183,702+9.0% | Added |
| Smead Capital Management, Inc. | 2,300,976 | $328.2M | 5.88% | −38,930−1.7% | Reduced |
| Invesco Ltd. | 2,388,603 | $340.7M | 0.08% | −20,586−0.9% | Reduced |
| Bank of New York Mellon Corp | 2,616,774 | $373.3M | 0.08% | −149,081−5.4% | Reduced |
| Deutsche Bank AG | 2,689,518 | $383.6M | 0.20% | +465,443+20.9% | Added |
| UBS Asset Management Americas Inc | 2,818,773 | $402.1M | 0.16% | +117,653+4.4% | Added |
| Goldman Sachs Group Inc | 2,836,867 | $404.7M | 0.09% | −196,691−6.5% | Reduced |
| Charles Schwab Investment Management Inc | 3,537,655 | $504.6M | 0.13% | +72,645+2.1% | Added |
| Northern Trust Corp | 3,980,718 | $567.8M | 0.10% | −764,480−16.1% | Reduced |
| JPMorgan Chase & Co | 4,278,623 | $610.3M | 0.06% | −331,261−7.2% | Reduced |
| Nuveen Asset Management, LLC | 4,412,285 | $629.4M | 0.20% | −157,405−3.4% | Reduced |
| Legal & General Group Plc | 4,435,898 | $632.7M | 0.20% | +193,350+4.6% | Added |
| Price T Rowe Associates Inc | 4,521,281 | $644.9M | 0.09% | −339,707−7.0% | Reduced |
| Dimensional Fund Advisors LP | 4,642,757 | $662.3M | 0.19% | −29,175−0.6% | Reduced |
| Daiwa Securities Group Inc. | 4,917,587 | $701.4M | 4.36% | −255,131−4.9% | Reduced |
| FMR LLC | 5,674,596 | $809.4M | 0.06% | −256,555−4.3% | Reduced |
| Morgan Stanley | 5,781,967 | $824.7M | 0.07% | −58,574−1.0% | Reduced |
| Geode Capital Management, LLC | 8,661,529 | $1.23B | 0.13% | +123,026+1.4% | Added |
| Norges Bank | 17,955,562 | $2.56B | 0.45% | +5,625,089+45.6% | Added |
| State Street Corp | 22,737,002 | $3.24B | 0.16% | +496,633+2.2% | Added |
| Cohen & Steers, Inc. | 22,973,119 | $3.28B | 6.63% | −479,570−2.0% | Reduced |
| BlackRock Inc. | 33,592,080 | $4.79B | 0.12% | +76,514+0.2% | Added |
| Vanguard Group Inc | 45,707,505 | $6.52B | 0.14% | −407,624−0.9% | Reduced |
| Colonial Trust Co | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Silicon Valley Capital Partners | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −213,248−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −189,069−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −141,121−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −99,622−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −64,677−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −46,815−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −40,669−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −35,041−100.0% | Sold out |
| Advent Capital Management | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −26,900−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −26,394−100.0% | Sold out |
| SAM Advisors, LLC | 0 | $0 | 0.00% | −23,258−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −19,560−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −17,800−100.0% | Sold out |
| Ami Investment Management Inc | 0 | $0 | 0.00% | −17,419−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −15,221−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −14,044−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −13,824−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,279−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −9,488−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,361−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −9,329−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −9,001−100.0% | Sold out |
| Nan Shan Life Insurance Co., Ltd. | 0 | $0 | 0.00% | −7,229−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −6,988−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −6,938−100.0% | Sold out |
| Vetamer Capital Management, L.P. | 0 | $0 | 0.00% | −6,906−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −6,248−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −4,681−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,319−100.0% | Sold out |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −3,793−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −3,301−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −3,036−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −2,982−100.0% | Sold out |
| Bessemer Securities LLC | 0 | $0 | 0.00% | −2,629−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −2,532−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −2,469−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −2,441−100.0% | Sold out |
| RiverGlades Family Offices LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −2,375−100.0% | Sold out |