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.
| 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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 4,741 | $676.0K | 0.01% | +88+1.9% | Added |
| HB Wealth Management, LLC | 4,768 | $680.1K | 0.01% | +1,290+37.1% | Added |
| AFS Financial Group, LLC | 4,822 | $687.8K | 0.65% | −7,741−61.6% | Reduced |
| Highline Wealth Partners LLC | 4,842 | $690.7K | 0.33% | 00.0% | Unchanged |
| First Hawaiian Bank | 4,924 | $702.4K | 0.02% | −233−4.5% | Reduced |
| Quest Partners LLC | 4,942 | $704.9K | 0.15% | +4,942 | New |
| Signaturefd, LLC | 4,947 | $705.6K | 0.02% | +175+3.7% | Added |
| American Assets Inc | 5,000 | $713.2K | 0.28% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5,013 | $715.1K | 0.05% | +676+15.6% | Added |
| CIBC Private Wealth Group, LLC | 5,017 | $715.6K | 0.00% | +696+16.1% | Added |
| Independent Financial Group, LLC | 5,078 | $724.3K | 0.04% | +680+15.5% | Added |
| TBH Global Asset Management, LLC | 5,093 | $726.5K | 0.15% | −780−13.3% | Reduced |
| Monetary Management Group Inc | 5,125 | $731.0K | 0.23% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $731.7K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 5,152 | $734.9K | 0.05% | +1,686+48.6% | Added |
| Kestra Advisory Services, LLC | 5,163 | $736.4K | 0.01% | +5,163 | New |
| Gallagher Fiduciary Advisors, LLC | 5,169 | $737.2K | 0.03% | −848−14.1% | Reduced |
| Monument Capital Management | 5,191 | $740.5K | 0.24% | +2,161+71.3% | Added |
| Coldstream Capital Management Inc | 5,192 | $740.6K | 0.02% | +77+1.5% | Added |
| Greenland Capital Management LP | 5,200 | $741.7K | 0.11% | +5,200 | New |
| Boston Private Wealth LLC | 5,331 | $760.3K | 0.02% | +1,224+29.8% | Added |
| MAI Capital Management | 5,363 | $764.9K | 0.01% | +971+22.1% | Added |
| Qube Research & Technologies Ltd | 5,401 | $770.4K | 0.00% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 5,430 | $774.5K | 0.02% | −25−0.5% | Reduced |
| Avantax Advisory Services, Inc. | 5,459 | $778.7K | 0.01% | +86+1.6% | Added |
| Checchi Capital Advisers, LLC | 5,465 | $779.5K | 0.06% | −35−0.6% | Reduced |
| Keybank National Association | 5,488 | $782.8K | 0.00% | +290+5.6% | Added |
| Sound View Wealth Advisors Group, LLC | 5,563 | $793.6K | 0.09% | +83+1.5% | Added |
| Profund Advisors LLC | 5,584 | $796.5K | 0.03% | +770+16.0% | Added |
| Intrua Financial, LLC | 5,612 | $800.5K | 0.13% | +2,548+83.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 5,659 | $807.0K | 0.02% | −3,821−40.3% | Reduced |
| Wedbush Securities Inc | 5,655 | $807.0K | 0.04% | +227+4.2% | Added |
| Jamison Private Wealth Management, Inc. | 5,665 | $808.0K | 0.15% | +631+12.5% | Added |
| Wedmont Private Capital | 5,687 | $809.3K | 0.07% | +1,986+53.7% | Added |
| Wellington Shields & Co., LLC | 5,700 | $813.0K | 0.30% | +500+9.6% | Added |
| Impact Partnership Wealth, LLC | 5,702 | $813.3K | 0.30% | +1,264+28.5% | Added |
| Cullinan Associates Inc | 5,720 | $815.9K | 0.05% | −710−11.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,738 | $818.5K | 0.04% | +9+0.2% | Added |
| Adams Asset Advisors, LLC | 5,789 | $825.7K | 0.11% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 5,819 | $830.0K | 0.02% | +1,185+25.6% | Added |
| Ausdal Financial Partners, Inc. | 5,901 | $841.8K | 0.10% | −445−7.0% | Reduced |
| Syon Capital LLC | 5,929 | $845.7K | 0.09% | +2,441+70.0% | Added |
| Sawtooth Solutions, LLC | 5,955 | $849.4K | 0.02% | +340+6.1% | Added |
| Bleakley Financial Group, LLC | 5,955 | $849.4K | 0.03% | +340+6.1% | Added |
| Gabelli Funds LLC | 6,000 | $855.8K | 0.01% | −9,250−60.7% | Reduced |
| Sequoia Financial Advisors, LLC | 6,034 | $860.7K | 0.01% | +2,406+66.3% | Added |
| Verdence Capital Advisors LLC | 6,048 | $862.7K | 0.08% | −202−3.2% | Reduced |
| Solidarilty Wealth, LLC | 6,170 | $880.1K | 0.32% | −200−3.1% | Reduced |
| Marino, Stram & Associates LLC | 6,202 | $884.7K | 0.23% | +170+2.8% | Added |
| Summit Global Investments | 6,227 | $888.0K | 0.06% | −27,075−81.3% | Reduced |
| MSH Capital Advisors LLC | 6,245 | $890.8K | 0.33% | −161−2.5% | Reduced |
| Steel Peak Wealth Management LLC | 6,267 | $893.9K | 0.05% | −96,424−93.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 6,356 | $906.6K | 0.02% | −9,369−59.6% | Reduced |
| Brown Advisory Inc | 6,381 | $910.1K | 0.00% | +353+5.9% | Added |
| Cetera Advisors LLC | 6,421 | $915.9K | 0.01% | −4,301−40.1% | Reduced |
| International Assets Investment Management, LLC | 6,454 | $920.6K | 0.12% | −454−6.6% | Reduced |
| Perigon Wealth Management, LLC | 6,475 | $923.6K | 0.03% | −2,398−27.0% | Reduced |
| Assenagon Asset Management S.A. | 6,476 | $923.7K | 0.00% | 00.0% | Unchanged |
| Invst, LLC | 6,467 | $927.3K | 0.12% | −17−0.3% | Reduced |
| Apollon Wealth Management, LLC | 6,663 | $950.4K | 0.03% | +3,730+127.2% | Added |
| Baker Tilly Wealth Management, LLC | 6,676 | $952.3K | 0.16% | +3,945+144.5% | Added |
| Commerzbank Aktiengesellschaft | 6,697 | $956.0K | 0.04% | −829−11.0% | Reduced |
| Carmel Capital Partners, LLC | 6,719 | $958.4K | 0.49% | +228+3.5% | Added |
| ClearAlpha Technologies LP | 6,767 | $965.2K | 0.37% | +6,767 | New |
| Equitable Holdings, Inc. | 6,785 | $967.8K | 0.01% | +1,084+19.0% | Added |
| HRT Financial LP | 6,787 | $968.0K | 0.01% | −4,861−41.7% | Reduced |
| Strategic Advisors LLC | 6,800 | $970.0K | 0.18% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 6,806 | $970.8K | 0.96% | +1,145+20.2% | Added |
| CWM, LLC | 6,914 | $986.0K | 0.01% | +502+7.8% | Added |
| Federation des caisses Desjardins du Quebec | 6,945 | $990.6K | 0.01% | −1,003−12.6% | Reduced |
| Meeder Advisory Services, Inc. | 6,977 | $995.2K | 0.11% | +482+7.4% | Added |
| Gifford Fong Associates | 7,000 | $998.0K | 0.21% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 7,035 | $1.00M | 0.45% | +136+2.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,122 | $1.02M | 0.05% | −91,560−92.8% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 7,150 | $1.02M | 0.25% | 00.0% | Unchanged |
| Verition Fund Management LLC | 7,164 | $1.02M | 0.01% | −6,759−48.5% | Reduced |
| Chesapeake Asset Management LLC | 7,200 | $1.03M | 0.92% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 7,200 | $1.03M | 0.01% | +7,200 | New |
| Castle Rock Wealth Management, LLC | 7,333 | $1.03M | 0.31% | +312+4.4% | Added |
| Red Cedar Investment Management, LLC | 7,234 | $1.03M | 0.15% | +7,234 | New |
| TrueWealth Advisors, LLC | 7,260 | $1.04M | 0.40% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,367 | $1.05M | 0.05% | −227−3.0% | Reduced |
| Scotia Capital Inc. | 7,397 | $1.06M | 0.01% | +910+14.0% | Added |
| Cullen Capital Management LLC | 7,404 | $1.06M | 0.02% | +946+14.6% | Added |
| Kinneret Advisory, LLC | 7,405 | $1.06M | 0.12% | −47−0.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 7,447 | $1.06M | 0.01% | −15,462−67.5% | Reduced |
| Illinois Municipal Retirement Fund | 7,454 | $1.06M | 0.02% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 7,500 | $1.07M | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 7,513 | $1.07M | 0.06% | +555+8.0% | Added |
| iA Global Asset Management Inc. | 7,572 | $1.08M | 0.02% | −2,129−21.9% | Reduced |
| Bedel Financial Consulting, Inc. | 7,703 | $1.10M | 0.20% | −333−4.1% | Reduced |
| Palogic Value Management, L.P. | 7,705 | $1.10M | 0.49% | +419+5.8% | Added |
| GTS Securities LLC | 7,762 | $1.11M | 0.02% | +4,084+111.0% | Added |
| Qtron Investments LLC | 7,798 | $1.11M | 0.18% | +4,547+139.9% | Added |
| Integrated Wealth Concepts LLC | 7,844 | $1.12M | 0.02% | −659−7.8% | Reduced |
| Pacific Global Investment Management CO | 7,860 | $1.12M | 0.23% | −1,143−12.7% | Reduced |
| Versor Investments LP | 7,990 | $1.14M | 0.23% | +708+9.7% | Added |
| TCG Advisory Services, LLC | 8,219 | $1.17M | 0.08% | +8,219 | New |
| Transcend Wealth Collective, LLC | 8,227 | $1.17M | 0.10% | −1,380−14.4% | Reduced |
| Convergence Investment Partners, LLC | 8,349 | $1.19M | 0.62% | −345−4.0% | Reduced |