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Livermore
ZHEN

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
First National Bank Sioux Falls2,965$422.9K0.22%00.0%Unchanged
Embree Financial Group2,973$424.1K0.09%+2,973New
Accuvest Global Advisors2,987$426.1K0.45%−1,873−38.5%Reduced
Merrion Investment Management Co, LLC3,000$427.9K0.34%00.0%Unchanged
Westover Capital Advisors, LLC3,000$427.9K0.14%00.0%Unchanged
First Dallas Securities Inc.3,000$428.0K0.22%+3,000New
Sigma Planning Corp3,016$430.1K0.03%−1,839−37.9%Reduced
Prime Capital Investment Advisors, LLC3,018$430.4K0.01%+3,018New
Mather Group, LLC.3,066$437.4K0.01%−627−17.0%Reduced
Washington Trust Co3,079$439.2K0.02%00.0%Unchanged
Cohen Klingenstein LLC3,100$442.2K0.02%00.0%Unchanged
Capital Investment Advisors, LLC3,132$446.8K0.01%+161+5.4%Added
KLCM Advisors, Inc.3,144$448.5K0.07%+3,144New
InTrack Investment Management Inc3,168$451.9K0.34%−689−17.9%Reduced
Quadrant Capital Group LLC3,168$451.9K0.04%−103−3.1%Reduced
Sunbelt Securities, Inc.3,178$453.3K0.06%−100−3.1%Reduced
Wright Investors Service Inc3,180$453.6K0.13%−4,626−59.3%Reduced
Dorsey & Whitney Trust CO LLC3,187$454.6K0.03%+53+1.7%Added
Eqis Capital Management, Inc.3,203$456.9K0.04%−411−11.4%Reduced
Titleist Asset Management, LLC3,211$458.0K0.08%−318−9.0%Reduced
CWA Asset Management Group, LLC3,221$459.4K0.03%−930−22.4%Reduced
Reuter James Wealth Management, LLC3,225$460.0K0.31%00.0%Unchanged
Lazari Capital Management, Inc.3,254$464.1K0.27%−15−0.5%Reduced
Rothschild Investment LLC3,270$466.4K0.04%+3,270New
Prudent Man Advisors, LLC3,270$466.4K0.17%−27−0.8%Reduced
Point72 Europe (London) LLP3,271$466.6K0.06%+3,271New
Algert Global LLC3,295$470.0K0.02%+3,295New
Supplemental Annuity Collective Trust of NJ3,300$470.7K0.16%00.0%Unchanged
Ostrum Asset Management3,312$472.4K0.04%−3,740−53.0%Reduced
Morningstar Investment Management LLC3,353$478.0K0.05%−867−20.5%Reduced
Savant Capital, LLC3,373$481.2K0.01%−109−3.1%Reduced
1620 Investment Advisors, Inc.3,389$483.4K0.53%+3,389New
Joel Isaacson & Co., LLC3,396$484.4K0.03%00.0%Unchanged
HighPoint Advisor Group LLC3,213$485.0K0.03%+3,213New
Schechter Investment Advisors, LLC3,403$485.5K0.04%+81+2.4%Added
Lantern Wealth Advisors, LLC3,416$487.3K0.38%+3,416New
Wintrust Investments LLC3,429$489.0K0.05%−84−2.4%Reduced
Tobias Financial Advisors, Inc.3,440$490.6K0.12%+70+2.1%Added
Opinicus Capital, Inc.3,455$492.9K0.50%+3,455New
Schulhoff & Co Inc3,466$494.4K0.24%00.0%Unchanged
Bradley Foster & Sargent Inc3,491$498.0K0.01%−72−2.0%Reduced
Ritholtz Wealth Management3,492$498.1K0.02%+153+4.6%Added
Cigna Investments Inc3,500$499.0K0.10%00.0%Unchanged
We Are One Seven, LLC3,533$504.0K0.03%+395+12.6%Added
Portside Wealth Group, LLC3,541$505.1K0.09%+3,541New
CAPROCK Group, Inc.3,564$508.5K0.03%+369+11.5%Added
Gables Capital Management Inc.3,565$508.5K0.32%−100−2.7%Reduced
Siemens Fonds Invest GmbH3,579$510.5K0.04%+844+30.9%Added
Portman Square Capital LLP3,599$513.4K0.09%+3,599New
Ameritas Investment Partners, Inc.3,625$517.1K0.02%−151−4.0%Reduced
NorthRock Partners, LLC3,627$517.3K0.02%+1,357+59.8%Added
Congress Wealth Management LLC3,635$518.5K0.01%−198−5.2%Reduced
Ghe, LLC3,652$521.0K0.33%00.0%Unchanged
ING Groep NV3,668$523.2K0.00%+2,887+369.7%Added
JDM Financial Group LLC3,686$525.7K0.44%+12+0.3%Added
Arete Wealth Advisors, LLC3,692$527.6K0.04%+3,692New
RS Crum Inc.3,709$529.1K0.16%00.0%Unchanged
Optimum Investment Advisors3,729$531.9K0.27%−137−3.5%Reduced
American Investment Services, Inc.3,730$532.0K0.10%00.0%Unchanged
DFPG Investments, LLC3,804$532.8K0.04%+3,804New
Ofi Invest Asset Management4,130$533.3K0.02%−847−17.0%Reduced
Beacon Investment Advisors LLC3,781$539.4K0.34%+23+0.6%Added
Tritonpoint Wealth, LLC3,804$542.6K0.05%+3,804New
Element Wealth, LLC3,849$549.1K0.34%−258−6.3%Reduced
Geller Advisors LLC3,898$556.0K0.05%−257−6.2%Reduced
Ballentine Partners, LLC3,922$559.4K0.01%+684+21.1%Added
Regal Investment Advisors LLC3,947$562.9K0.04%+3,947New
Trust Co of Vermont3,966$565.7K0.04%+863+27.8%Added
EJF Capital LLC4,000$570.6K0.30%00.0%Unchanged
Pitcairn Co4,006$571.4K0.04%−42−1.0%Reduced
Resources Investment Advisors, LLC.4,009$571.8K0.01%−197−4.7%Reduced
IHT Wealth Management, LLC4,021$573.6K0.03%−47−1.2%Reduced
Banque Cantonale Vaudoise4,026$574.0K0.02%−5,779−58.9%Reduced
Los Angeles Capital Management LLC4,043$576.7K0.00%+9+0.2%Added
Inspire Advisors, LLC4,056$578.5K0.09%+1,133+38.8%Added
Resource Consulting Group Inc4,078$581.7K0.10%00.0%Unchanged
Oak Grove Capital LLC4,100$584.8K0.19%−200−4.7%Reduced
Nabity-Jensen Investment Management Inc4,141$590.7K0.53%+4,141New
VELA Investment Management, LLC4,183$596.7K0.24%−873−17.3%Reduced
Bank Julius Baer & Co. Ltd, Zurich4,209$600.4K0.00%+233+5.9%Added
Alta Wealth Advisors LLC4,233$603.8K0.34%00.0%Unchanged
Rossmore Private Capital4,250$606.2K0.09%+50+1.2%Added
Insigneo Advisory Services, LLC4,340$619.1K0.09%−888−17.0%Reduced
Belpointe Asset Management LLC4,395$627.0K0.06%−6−0.1%Reduced
NEOS Investment Management LLC4,400$627.6K0.06%+1,391+46.2%Added
Heritage Trust Co4,454$635.3K0.09%+895+25.1%Added
United Advisor Group, LLC4,450$635.6K0.77%+4,450New
Foster & Motley Inc4,458$636.0K0.05%−3,639−44.9%Reduced
Parallel Advisors, LLC4,515$644.1K0.02%−1,249−21.7%Reduced
Murphy Pohlad Asset Management LLC4,536$647.0K0.27%+602+15.3%Added
Gilman Hill Asset Management, LLC4,551$649.2K0.12%−1,200−20.9%Reduced
Pekin Hardy Strauss, Inc.4,575$652.6K0.10%−200−4.2%Reduced
Stephens Inc4,577$652.8K0.01%+143+3.2%Added
Griffin Asset Management, Inc.4,625$659.8K0.08%00.0%Unchanged
Emergent Wealth Advisors, LLC4,645$662.5K0.62%+4,645New
Wolverine Trading, LLC4,696$669.8K0.01%−19,506−80.6%Reduced
Diversified Trust Co4,699$670.3K0.02%+4,699New
Ninety One SA (PTY) Ltd4,705$671.1K0.10%−1,103−19.0%Reduced
Horizon Investments, LLC4,709$671.7K0.02%+188+4.2%Added
Balanced Rock Investment Advisor4,734$675.3K0.60%+4,734New