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 |
|---|---|---|---|---|---|
| Regions Financial Corp | 1,988 | $283.6K | 0.00% | +1+0.1% | Added |
| Atlas Private Wealth Advisors | 2,000 | $285.3K | 0.05% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 2,022 | $288.4K | 0.04% | +2,005+11,794.1% | Added |
| White Pine Capital LLC | 2,025 | $288.8K | 0.11% | −80−3.8% | Reduced |
| Resonant Capital Advisors, LLC | 2,037 | $290.6K | 0.03% | +26+1.3% | Added |
| Walleye Capital LLC | 2,043 | $291.4K | 0.00% | −2,558−55.6% | Reduced |
| Rockland Trust Co | 2,050 | $292.4K | 0.02% | 00.0% | Unchanged |
| Simmons Bank | 2,056 | $293.3K | 0.02% | −119−5.5% | Reduced |
| PFG Investments, LLC | 2,061 | $294.0K | 0.05% | −220−9.6% | Reduced |
| Manchester Financial Inc | 2,068 | $295.0K | 0.08% | +2+0.1% | Added |
| Cetera Trust Company, N.A | 2,075 | $296.0K | 0.18% | +2,075 | New |
| Lincoln National Corp | 2,081 | $296.9K | 0.01% | −418−16.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,092 | $298.4K | 0.01% | +2,092 | New |
| Wealthsource Partners, LLC | 2,093 | $298.5K | 0.02% | +44+2.1% | Added |
| Umb Bank N A | 2,096 | $299.0K | 0.00% | −136−6.1% | Reduced |
| Cladis Investment Advisory, LLC | 2,100 | $299.5K | 0.24% | +2,100 | New |
| Ci Investments Inc. | 2,105 | $300.0K | 0.00% | +1,167+124.4% | Added |
| Waddell & Associates, LLC | 2,112 | $301.3K | 0.04% | −190−8.3% | Reduced |
| Augustine Asset Management Inc | 2,123 | $302.8K | 0.13% | −1,821−46.2% | Reduced |
| Lafayette Investments, Inc. | 2,125 | $303.1K | 0.08% | −300−12.4% | Reduced |
| Stock Yards Bank & Trust Co | 2,134 | $304.4K | 0.01% | +106+5.2% | Added |
| Skopos Labs, Inc. | 2,151 | $306.8K | 0.15% | +2,151 | New |
| Summit Trail Advisors, LLC | 2,153 | $307.1K | 0.01% | −251−10.4% | Reduced |
| Affinity Wealth Management LLC | 2,171 | $309.7K | 0.06% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,178 | $310.7K | 0.11% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,200 | $313.0K | 0.35% | +2,200 | New |
| Pinnacle Associates Ltd | 2,198 | $313.6K | 0.01% | −13−0.6% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,199 | $313.7K | 0.06% | +21+1.0% | Added |
| Samalin Investment Counsel, LLC | 2,207 | $314.9K | 0.16% | −261−10.6% | Reduced |
| Novare Capital Management LLC | 2,210 | $315.2K | 0.03% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 2,218 | $316.3K | 0.04% | +46+2.1% | Added |
| Rehmann Capital Advisory Group | 2,225 | $317.4K | 0.03% | −118−5.0% | Reduced |
| Manchester Capital Management LLC | 2,229 | $317.9K | 0.04% | −211−8.6% | Reduced |
| Steele Capital Management, Inc. | 2,230 | $318.2K | 0.02% | +2,230 | New |
| LJI Wealth Management, LLC | 2,231 | $318.2K | 0.08% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 2,259 | $322.2K | 0.03% | −3,107−57.9% | Reduced |
| Harvest Portfolios Group Inc. | 2,272 | $324.1K | 0.01% | −653−22.3% | Reduced |
| Legacy Financial Advisors, Inc. | 2,283 | $325.6K | 0.06% | +61+2.7% | Added |
| Nilsine Partners, LLC | 2,283 | $325.6K | 0.05% | +138+6.4% | Added |
| Alpha Cubed Investments, LLC | 2,285 | $325.9K | 0.02% | −1,400−38.0% | Reduced |
| Oxford Financial Group Ltd | 2,296 | $327.5K | 0.02% | +260+12.8% | Added |
| Financial Advisors Network, Inc. | 2,305 | $328.8K | 0.07% | −5−0.2% | Reduced |
| Intrust Bank NA | 2,341 | $333.9K | 0.04% | −76−3.1% | Reduced |
| Shell Asset Management Co | 2,373 | $338.0K | 0.02% | −592−20.0% | Reduced |
| RMR Wealth Builders | 2,370 | $338.1K | 0.05% | +27+1.2% | Added |
| Good Life Advisors, LLC | 2,380 | $339.5K | 0.03% | −230−8.8% | Reduced |
| Gateway Investment Advisers LLC | 2,391 | $341.1K | 0.00% | −77−3.1% | Reduced |
| Silverleafe Capital Partners, LLC | 2,400 | $342.3K | 0.16% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 2,400 | $342.3K | 0.03% | 00.0% | Unchanged |
| Renaissance Group LLC | 2,404 | $342.6K | 0.01% | −9−0.4% | Reduced |
| Bard Financial Services, Inc. | 2,415 | $344.5K | 0.04% | +165+7.3% | Added |
| Kaizen Financial Strategies | 2,420 | $345.1K | 0.26% | +43+1.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 2,450 | $349.5K | 0.25% | −160−6.1% | Reduced |
| Principal Securities, Inc. | 2,467 | $351.9K | 0.01% | +2,467 | New |
| Schnieders Capital Management LLC | 2,498 | $356.3K | 0.08% | −350−12.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,500 | $356.6K | 0.03% | −25−1.0% | Reduced |
| Financial Sense Advisors, Inc. | 2,500 | $356.6K | 0.13% | 00.0% | Unchanged |
| Welch Group, LLC | 2,509 | $357.9K | 0.02% | +6+0.2% | Added |
| Morningstar Investment Services LLC | 2,480 | $358.0K | 0.00% | +2,480 | New |
| Stratos Wealth Advisors, LLC | 2,521 | $359.7K | 0.02% | +8+0.3% | Added |
| GAMMA Investing LLC | 2,620 | $363.2K | 0.10% | +2,620 | New |
| Kestra Private Wealth Services, LLC | 2,579 | $367.9K | 0.01% | +2,579 | New |
| Trust Co | 2,581 | $368.2K | 0.05% | −163−5.9% | Reduced |
| Larson Financial Group LLC | 2,589 | $369.3K | 0.03% | +47+1.8% | Added |
| Merit Financial Group, LLC | 2,591 | $369.5K | 0.01% | −383−12.9% | Reduced |
| IFP Advisors, Inc | 2,594 | $369.9K | 0.02% | −1,385−34.8% | Reduced |
| O'Rourke & Company, Inc | 2,597 | $370.0K | 0.24% | +209+8.8% | Added |
| Octavia Wealth Advisors, LLC | 2,648 | $377.8K | 0.07% | −124−4.5% | Reduced |
| Harbor Investment Advisory, LLC | 2,668 | $380.5K | 0.04% | −649−19.6% | Reduced |
| Conning Inc. | 2,668 | $380.6K | 0.01% | −20−0.7% | Reduced |
| Graypoint LLC | 2,685 | $382.9K | 0.03% | +185+7.4% | Added |
| Atomi Financial Group, Inc. | 2,694 | $384.3K | 0.05% | +2,694 | New |
| Edmp, Inc. | 2,696 | $384.6K | 0.35% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 2,700 | $385.1K | 0.11% | +2,700 | New |
| Inspire Trust Co, N.A. | 2,700 | $385.1K | 0.40% | +2,700 | New |
| Cipher Capital LP | 2,719 | $387.8K | 0.13% | +2,719 | New |
| Stratos Wealth Partners, LTD. | 2,722 | $388.3K | 0.01% | +208+8.3% | Added |
| Johnson Investment Counsel Inc | 2,731 | $389.6K | 0.00% | −282−9.4% | Reduced |
| Asset Management Resources, LLC | 2,746 | $391.7K | 0.22% | −518−15.9% | Reduced |
| Autumn Glory Partners, LLC | 2,710 | $394.4K | 0.22% | 00.0% | Unchanged |
| Washington Trust Bank | 2,773 | $395.5K | 0.04% | −48−1.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,777 | $396.1K | 0.16% | −100−3.5% | Reduced |
| NBC Securities, Inc. | 2,795 | $398.0K | 0.04% | −84−2.9% | Reduced |
| Balentine LLC | 2,798 | $399.2K | 0.01% | +337+13.7% | Added |
| First National Bank of Omaha | 2,800 | $399.4K | 0.03% | −300−9.7% | Reduced |
| Mogy Joel R Investment Counsel Inc | 2,825 | $403.0K | 0.03% | −425−13.1% | Reduced |
| Moors & Cabot, Inc. | 2,826 | $403.1K | 0.03% | +36+1.3% | Added |
| Market Street Wealth Management Advisors LLC | 2,827 | $403.2K | 0.08% | −23−0.8% | Reduced |
| Cornerstone Advisory, LLC | 2,854 | $407.1K | 0.06% | +70+2.5% | Added |
| Coco Enterprises, LLC | 2,866 | $408.8K | 0.30% | +3+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 2,879 | $410.7K | 0.02% | +263+10.1% | Added |
| Camelot Portfolios, LLC | 2,887 | $411.7K | 0.24% | +865+42.8% | Added |
| Proficio Capital Partners LLC | 2,895 | $412.9K | 0.05% | +235+8.8% | Added |
| Strategic Advocates LLC | 2,914 | $415.6K | 0.18% | −1,158−28.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,915 | $415.8K | 0.15% | +450+18.3% | Added |
| Sage Investment Advisers LLC | 2,930 | $418.0K | 0.51% | −481−14.1% | Reduced |
| Mutual Advisors, LLC | 2,933 | $418.3K | 0.01% | −470−13.8% | Reduced |
| Lederer & Associates Investment Counsel | 2,938 | $419.0K | 0.31% | −97−3.2% | Reduced |
| Westpac Banking Corp | 2,946 | $420.2K | 0.03% | −8,211−73.6% | Reduced |
| Pathway Financial Advisers, LLC | 2,957 | $421.7K | 0.16% | −36−1.2% | Reduced |