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 |
|---|---|---|---|---|---|
| New England Capital Financial Advisors LLC | 200 | $28.5K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 209 | $29.8K | 0.00% | +46+28.2% | Added |
| Operose Advisors LLC | 210 | $30.0K | 0.01% | −675−76.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 214 | $30.5K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 228 | $31.7K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 226 | $32.2K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 233 | $33.2K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 235 | $33.5K | 0.00% | +235 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 236 | $33.7K | 0.02% | +4+1.7% | Added |
| Beacon Capital Management, LLC | 314 | $33.9K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 238 | $33.9K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 239 | $34.5K | 0.01% | +239 | New |
| PSI Advisors, LLC | 244 | $34.8K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 247 | $35.2K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 250 | $35.7K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 254 | $36.0K | 0.01% | −90−26.2% | Reduced |
| Arlington Trust Co LLC | 259 | $36.9K | 0.01% | +26+11.2% | Added |
| Capital Advisors, Ltd. LLC | 266 | $38.0K | 0.01% | −14−5.0% | Reduced |
| Kozak & Associates, Inc. | 266 | $38.7K | 0.01% | +3+1.1% | Added |
| Private Trust Co NA | 272 | $38.8K | 0.00% | −538−66.4% | Reduced |
| Bruce G. Allen Investments, LLC | 286 | $40.8K | 0.04% | +286 | New |
| Financial Freedom, LLC | 293 | $41.8K | 0.03% | +3+1.0% | Added |
| Valley National Advisers Inc | 308 | $43.0K | 0.01% | +43+16.2% | Added |
| Atlas Capital Advisors LLC | 305 | $43.5K | 0.01% | −57−15.7% | Reduced |
| West Branch Capital LLC | 305 | $43.5K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 309 | $44.1K | 0.02% | +200+183.5% | Added |
| Carmichael Hill & Associates, Inc. | 310 | $44.3K | 0.02% | 00.0% | Unchanged |
| American National Bank | 312 | $44.5K | 0.01% | −56−15.2% | Reduced |
| Zions Bancorporation, N.A. | 321 | $45.8K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 321 | $45.9K | 0.01% | +321 | New |
| Anchor Investment Management, LLC | 325 | $46.4K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 336 | $48.0K | 0.00% | −75−18.2% | Reduced |
| Compass Wealth Management LLC | 345 | $49.2K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 346 | $49.4K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 355 | $50.7K | 0.00% | +6+1.7% | Added |
| Muzinich & Co., Inc. | 366 | $52.2K | 0.05% | 00.0% | Unchanged |
| Hoey Investments, Inc | 375 | $53.5K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 376 | $53.7K | 0.01% | +129+52.2% | Added |
| VisionPoint Advisory Group, LLC | 378 | $53.9K | 0.02% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 380 | $54.0K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 396 | $56.5K | 0.02% | +91+29.8% | Added |
| Ameliora Wealth Management Ltd. | 400 | $57.1K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 406 | $57.9K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 412 | $59.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 420 | $59.9K | 0.01% | +320+320.0% | Added |
| Spartan Planning & Wealth Management | 420 | $59.9K | 0.06% | +417+13,900.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 438 | $63.0K | 0.00% | +23+5.5% | Added |
| Plato Investment Management Ltd | 454 | $64.8K | 0.08% | +454 | New |
| Glassman Wealth Services | 475 | $67.8K | 0.01% | +30+6.7% | Added |
| Caldwell Sutter Capital, Inc. | 491 | $70.0K | 0.04% | 00.0% | Unchanged |
| PFS Partners, LLC | 500 | $71.3K | 0.05% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 500 | $71.3K | 0.02% | +500 | New |
| Lee Financial Co | 506 | $72.2K | 0.01% | +453+854.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 520 | $74.2K | 0.02% | +520 | New |
| Missouri Trust & Investment Co | 526 | $75.0K | 0.03% | +21+4.2% | Added |
| Capital Analysts, LLC | 546 | $78.0K | 0.00% | −44−7.5% | Reduced |
| Cutler Group LP | 549 | $78.0K | 0.01% | +449+449.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 554 | $79.0K | 0.01% | +210+61.0% | Added |
| Salem Investment Counselors Inc | 563 | $80.3K | 0.00% | +80+16.6% | Added |
| Ronald Blue Trust, Inc. | 767 | $82.0K | 0.00% | +331+75.9% | Added |
| Farmers & Merchants Investments Inc | 598 | $85.3K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 614 | $87.6K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 621 | $88.6K | 0.00% | −434−41.1% | Reduced |
| CVA Family Office, LLC | 624 | $89.0K | 0.02% | +624 | New |
| Concord Wealth Partners | 632 | $90.1K | 0.02% | −143−18.5% | Reduced |
| Abich Financial Wealth Management LLC | 657 | $93.7K | 0.09% | +657 | New |
| Hexagon Capital Partners LLC | 665 | $94.7K | 0.02% | +193+40.9% | Added |
| Rockbridge Investment Management, LCC | 668 | $95.3K | 0.01% | +668 | New |
| Credential Qtrade Securities Inc. | 674 | $96.1K | 0.01% | −963−58.8% | Reduced |
| Proequities, Inc. | 687 | $98.0K | 0.01% | −1,741−71.7% | Reduced |
| Mango Five Family, Inc. | 700 | $99.8K | 0.04% | +700 | New |
| Montag A & Associates Inc | 702 | $100.1K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 722 | $103.0K | 0.04% | −789−52.2% | Reduced |
| First Financial Corp | 748 | $106.7K | 0.05% | +131+21.2% | Added |
| Harbour Investments, Inc. | 770 | $109.8K | 0.00% | +100+14.9% | Added |
| Tobam | 769 | $110.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 795 | $113.4K | 0.00% | −345−30.3% | Reduced |
| First Foundation Advisors | 803 | $114.5K | 0.01% | +803 | New |
| Rakuten Investment Management, Inc. | 808 | $116.6K | 0.00% | +808 | New |
| Silvant Capital Management LLC | 821 | $117.1K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 828 | $118.1K | 0.00% | +28+3.5% | Added |
| Global Retirement Partners, LLC | 823 | $119.8K | 0.01% | +370+81.7% | Added |
| Centaurus Financial, Inc. | 843 | $120.0K | 0.01% | +843 | New |
| SYSTM Wealth Solutions LLC | 855 | $122.0K | 0.02% | +855 | New |
| LM Advisors LLC | 858 | $122.4K | 0.02% | +858 | New |
| Rosenberg Matthew Hamilton | 863 | $123.1K | 0.04% | −86−9.1% | Reduced |
| Ninepoint Partners LP | 873 | $124.5K | 0.02% | −261−23.0% | Reduced |
| Stelac Advisory Services LLC | 881 | $125.7K | 0.07% | +881 | New |
| Leonteq Securities AG | 908 | $129.5K | 0.02% | −9,672−91.4% | Reduced |
| Laffer Tengler Investments | 936 | $133.5K | 0.04% | −2−0.2% | Reduced |
| Carolinas Wealth Consulting LLC | 949 | $135.4K | 0.03% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 1,000 | $142.6K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $142.6K | 0.08% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,000 | $142.6K | 0.09% | 00.0% | Unchanged |
| First Manhattan Co | 1,002 | $142.9K | 0.00% | +2+0.2% | Added |
| Vestor Capital, LLC | 1,000 | $143.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,000 | $143.0K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,008 | $143.8K | 0.00% | −231−18.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,020 | $145.5K | 0.07% | +1,020 | New |
| Motco | 1,027 | $146.5K | 0.01% | 00.0% | Unchanged |