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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.

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
Strategic Financial Concepts, LLC0$00.00%−2,252−100.0%Sold out
Malaga Cove Capital, LLC0$00.00%−2,251−100.0%Sold out
Socha Financial Group, LLC0$00.00%−2,250−100.0%Sold out
EHP Funds Inc.0$00.00%−2,100−100.0%Sold out
Machina Capital S.A.S.0$00.00%−2,092−100.0%Sold out
Woodward Diversified Capital, LLC0$00.00%−2,047−100.0%Sold out
Stiles Financial Services Inc0$00.00%−1,979−100.0%Sold out
Horan Capital Advisors, LLC.0$00.00%−1,975−100.0%Sold out
Dana Investment Advisors, Inc.0$00.00%−1,877−100.0%Sold out
Herbst Group, LLC0$00.00%−1,865−100.0%Sold out
Centiva Capital, LP0$00.00%−1,436−100.0%Sold out
Headlands Technologies LLC0$00.00%−917−100.0%Sold out
Register Financial Advisors LLC0$00.00%−629−100.0%Sold out
Hantz Financial Services, Inc.0$00.00%−594−100.0%Sold out
Marathon Trading Investment Management LLC0$00.00%−462−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−335−100.0%Sold out
Thompson Siegel & Walmsley LLC0$00.00%−300−100.0%Sold out
West Tower Group, LLC0$00.00%−296−100.0%Sold out
State of Wyoming0$00.00%−243−100.0%Sold out
Legacy Financial Group LLC0$00.00%−219−100.0%Sold out
Nemes Rush Group LLC0$00.00%−180−100.0%Sold out
Earnest Partners LLC0$00.00%−178−100.0%Sold out
Headinvest, LLC0$00.00%−160−100.0%Sold out
Iron Horse Wealth Management, LLC0$00.00%−150−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−143−100.0%Sold out
Winch Advisory Services, LLC0$00.00%−133−100.0%Sold out
Riverview Trust Co0$00.00%−129−100.0%Sold out
Stonebridge Capital Advisors LLC0$00.00%−100−100.0%Sold out
JNBA Financial Advisors0$00.00%−87−100.0%Sold out
Rogco, LP0$00.00%−75−100.0%Sold out
FinTrust Capital Advisors, LLC0$00.00%−70−100.0%Sold out
Trifecta Capital Advisors, LLC0$00.00%−68−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−56−100.0%Sold out
NewSquare Capital LLC0$00.00%−51−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−46−100.0%Sold out
Moisand Fitzgerald Tamayo, LLC0$00.00%−9−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−9−100.0%Sold out
Financial Synergies Wealth Advisors, Inc.0$00.00%−7−100.0%Sold out
Wolff Wiese Magana LLC0$00.00%−5−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−4−100.0%Sold out
GoalVest Advisory LLC0$00.00%−2−100.0%Sold out
First Republic Investment Management, Inc.––––Not filed
Virginia Retirement Systems Et Al––––Not filed
Payden & Rygel Investment Group––––Not filed
Gyroscope Capital Management Group, LLC––––Not filed
Pathstone Family Office, LLC––––Not filed
Advisor Partners II, LLC––––Not filed
Madison Wealth Management––––Not filed
Bedel Financial Consulting Inc––––Not filed
Tiedemann Advisors, LLC––––Not filed
Colony Group LLC––––Not filed
Icon Wealth Partners, LLC––––Not filed
Rothschild Investment Corp––––Not filed
Comerica Securities,inc.––––Not filed
Column Capital Advisors, LLC––––Not filed
Sutton Wealth Advisors Inc.––––Not filed
WFA of San Diego, LLC––––Not filed