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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
Capstone Investment Advisors, LLC1,082$154.3K0.00%−13,003−92.3%Reduced
Clearstead Advisors, LLC1,093$155.9K0.01%+20+1.9%Added
MV Capital Management, Inc.1,144$163.2K0.02%+24+2.1%Added
Thompson Investment Management, Inc.1,146$163.5K0.03%+17+1.5%Added
Parkside Financial Bank & Trust1,202$171.5K0.03%+460+62.0%Added
Logan Capital Management Inc1,272$181.4K0.01%00.0%Unchanged
AJOVista, LLC1,308$186.6K0.24%+1,308New
Desjardins Global Asset Management Inc.1,314$187.4K0.02%−382−22.5%Reduced
Atlantic Edge Private Wealth Management, LLC1,350$192.6K0.08%+1,350New
Central Trust Co1,350$192.6K0.01%00.0%Unchanged
BBJS Financial Advisors, LLC1,399$199.6K0.07%−5,033−78.2%Reduced
Compagnie Lombard Odier SCmA1,400$199.7K0.00%−1,994−58.8%Reduced
Fidelis Capital Partners, LLC1,419$202.4K0.04%+1,419New
Blankinship & Foster, LLC1,422$202.8K0.06%+1,422New
Indie Asset Partners, LLC1,423$203.0K0.18%+1,423New
Capasso Planning Partners LLC1,431$204.1K0.10%+1,431New
Delap Wealth Advisory, LLC1,433$204.4K0.09%+1,433New
Abn Amro Investment Solutions1,449$206.7K0.00%+1,449New
Schwarz Dygos Wheeler Investment Advisors LLC1,467$209.3K0.06%+1,467New
AlphaStar Capital Management, LLC1,468$209.4K0.02%+1,468New
Sage Mountain Advisors LLC1,470$209.7K0.02%+1,470New
First Horizon Advisors, Inc.1,471$209.8K0.01%−18−1.2%Reduced
Howard Capital Management Group, LLC1,490$212.5K0.02%00.0%Unchanged
Lavaca Capital LLC1,500$214.0K0.13%+1,500New
Constitution Capital LLC1,506$214.8K0.13%+1,506New
William Allan, LLC1,510$215.0K0.15%+1,510New
RSM US Wealth Management LLC1,511$215.6K0.01%+1,511New
Farther Finance Advisors, LLC1,515$216.2K0.02%+873+136.0%Added
Abbrea Capital, LLC1,522$217.0K0.03%+1,522New
Fiduciary Trust Co1,527$217.8K0.00%+1,527New
First National Bank1,528$218.0K0.17%+1,528New
ZRC Wealth Management, LLC2,019$218.1K0.13%+2,019New
Jacobi Capital Management LLC1,531$218.4K0.02%+1,531New
Hudson Valley Investment Advisors Inc1,550$220.6K0.03%−1,242−44.5%Reduced
Carnegie Capital Asset Management, LLC1,554$221.7K0.01%+1,554New
Verus Capital Partners, LLC1,572$224.2K0.03%+1,572New
Pinnacle Wealth Planning Services, Inc.1,572$224.2K0.04%+1,572New
Kingsview Wealth Management, LLC1,592$227.1K0.01%+1,592New
Deseret Mutual Benefit Administrators1,595$227.5K0.13%−570−26.3%Reduced
Icon Wealth Advisors, LLC1,597$227.7K0.02%+1,597New
Cidel Asset Management Inc1,600$228.2K0.01%+1,600New
JFG Wealth Management, LLC1,600$228.2K0.07%+1,600New
Dearborn Partners LLC1,608$229.4K0.01%+1,608New
Godshalk Welsh Capital Management, Inc.1,625$231.8K0.17%−500−23.5%Reduced
Barry Investment Advisors, LLC1,634$233.1K0.08%+1,634New
Paradigm Asset Management Co LLC1,635$233.2K0.06%00.0%Unchanged
Lindbrook Capital, LLC1,649$235.2K0.02%+109+7.1%Added
Worth Venture Partners, LLC1,650$235.4K0.13%+1,650New
Meridian Wealth Management, LLC1,666$235.5K0.02%+1,666New
Cornerstone Wealth Management, LLC1,668$237.9K0.02%+1,668New
Leo Wealth, LLC1,661$238.3K0.02%+1,661New
Neo Ivy Capital Management1,675$239.0K0.53%+1,675New
Kingswood Wealth Advisors, LLC1,679$239.4K0.03%+1,679New
Sloy Dahl & Holst, LLC1,680$239.6K0.05%+1,680New
TD Private Client Wealth LLC1,689$240.9K0.01%−2,184−56.4%Reduced
Great Lakes Advisors, LLC1,690$241.1K0.00%−8,077−82.7%Reduced
Abel Hall, LLC1,702$242.8K0.21%+1,702New
Strategic Wealth Designers1,703$242.9K0.04%+1,703New
Sentry Investment Management LLC1,718$245.0K0.11%−184−9.7%Reduced
North Star Investment Management Corp.1,730$246.8K0.02%−10−0.6%Reduced
Ridgewood Investments LLC1,739$248.0K0.15%+1,739New
World Equity Group, Inc.1,742$248.5K0.05%+1,742New
Avestar Capital, LLC1,742$248.5K0.03%+1,742New
Childress Capital Advisors, LLC1,742$248.5K0.07%+1,742New
PAX Financial Group, LLC1,726$248.7K0.05%+1,726New
Kessler Investment Group, LLC1,744$248.8K0.15%+1,744New
Cabot Wealth Management Inc1,745$248.9K0.03%+1,745New
V-Square Quantitative Management LLC1,755$250.3K0.06%00.0%Unchanged
Catalytic Wealth RIA, LLC1,771$252.6K0.11%+1,771New
Whalerock Point Partners, LLC1,776$253.3K0.08%−389−18.0%Reduced
SkyOak Wealth, LLC1,784$254.5K0.07%+1,784New
Mission Wealth Management, LP1,789$255.2K0.01%−81−4.3%Reduced
Viawealth, LLC1,792$255.6K0.18%−232−11.5%Reduced
All Season Financial Advisors, Inc.1,799$256.7K0.22%+1,799New
Clearwater Capital Advisors, LLC1,800$256.8K0.03%+1,800New
Everhart Financial Group, Inc.1,805$257.5K0.09%+1,805New
Regent Peak Wealth Advisors LLC1,831$261.2K0.07%−43−2.3%Reduced
Evergreen Capital Management LLC1,831$261.2K0.01%−2,752−60.0%Reduced
SageView Advisory Group, LLC1,876$261.3K0.01%−1,725−47.9%Reduced
Tiaa Trust, National Association1,844$263.0K0.00%−617−25.1%Reduced
Vicus Capital1,844$263.0K0.03%+1,844New
Capital Square, LLC1,846$263.4K0.30%+1,846New
Transamerica Financial Advisors, Inc.1,848$264.0K0.04%−483−20.7%Reduced
American State Bank (Iowa)1,867$266.3K0.17%−115−5.8%Reduced
Valley Forge Investment Consultants Inc Adv1,879$268.0K0.12%00.0%Unchanged
Buckingham Strategic Wealth, LLC1,879$268.0K0.00%+1,879New
Fukoku Mutual Life Insurance Co1,889$269.4K0.02%+1,889New
CSS LLC1,900$271.0K0.02%−1,200−38.7%Reduced
EverSource Wealth Advisors, LLC1,904$271.6K0.02%−6,200−76.5%Reduced
Smithfield Trust Co1,905$272.0K0.02%00.0%Unchanged
Sompo Asset Management Co., Ltd.1,930$275.3K0.05%−1,660−46.2%Reduced
Shelton Capital Management1,930$275.3K0.01%−155−7.4%Reduced
Beaumont Asset Management, L.L.C.1,943$277.1K0.20%−1,904−49.5%Reduced
MRP Capital Investments, LLC1,955$278.9K0.30%−4,836−71.2%Reduced
IFG Advisory, LLC1,966$280.5K0.02%−36−1.8%Reduced
Kovack Advisors, Inc.1,967$280.6K0.03%+1,967New
Alps Advisors Inc1,969$280.9K0.00%−290−12.8%Reduced
Williams Jones Wealth Management, LLC.1,973$281.4K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd1,985$283.0K0.04%+722+57.2%Added
Lakeview Capital Partners, LLC1,985$283.1K0.05%−9−0.5%Reduced