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 |
|---|---|---|---|---|---|
| FJ Investments, LLC | 8,433 | $1.20M | 0.06% | +8,433 | New |
| FDx Advisors, Inc. | 8,434 | $1.20M | 0.09% | +4,151+96.9% | Added |
| Pine Valley Investments Ltd Liability Co | 8,475 | $1.21M | 0.10% | −625−6.9% | Reduced |
| Mark Asset Management LP | 8,640 | $1.23M | 0.20% | −432−4.8% | Reduced |
| NewEdge Wealth, LLC | 8,648 | $1.23M | 0.03% | −59−0.7% | Reduced |
| Valeo Financial Advisors, LLC | 8,769 | $1.25M | 0.05% | +174+2.0% | Added |
| Penserra Capital Management LLC | 8,899 | $1.27M | 0.02% | −313−3.4% | Reduced |
| Clear Street Markets LLC | 9,100 | $1.30M | 0.52% | +5,900+184.4% | Added |
| Brinker Capital Investments, LLC | 9,217 | $1.31M | 0.02% | +997+12.1% | Added |
| Orion Portfolio Solutions, LLC | 9,217 | $1.31M | 0.02% | +997+12.1% | Added |
| Assetmark, Inc | 9,252 | $1.32M | 0.00% | −1,161−11.1% | Reduced |
| Squarepoint Ops LLC | 9,338 | $1.33M | 0.01% | −37,833−80.2% | Reduced |
| Veriti Management LLC | 9,339 | $1.33M | 0.12% | +3,526+60.7% | Added |
| Vinva Investment Management Ltd | 9,268 | $1.34M | 0.09% | −228−2.4% | Reduced |
| Landscape Capital Management, L.L.C. | 9,390 | $1.34M | 0.12% | +9,390 | New |
| National Asset Management, Inc. | 9,406 | $1.34M | 0.04% | −1,574−14.3% | Reduced |
| Credit Agricole S A | 9,430 | $1.35M | 0.03% | +6,332+204.4% | Added |
| Greenleaf Trust | 9,569 | $1.36M | 0.01% | −491−4.9% | Reduced |
| Miracle Mile Advisors, LLC | 9,600 | $1.37M | 0.04% | +86+0.9% | Added |
| Quadrature Capital Ltd | 9,607 | $1.37M | 0.02% | +9,607 | New |
| BCGM Wealth Management, LLC | 9,646 | $1.38M | 0.56% | −88−0.9% | Reduced |
| Mystic Asset Management, Inc. | 9,722 | $1.39M | 0.66% | +1,180+13.8% | Added |
| GAM Holding AG | 10,009 | $1.43M | 0.11% | −10,000−50.0% | Reduced |
| Clarius Group, LLC | 10,013 | $1.43M | 0.12% | +7,403+283.6% | Added |
| First Citizens Bank & Trust Co | 10,093 | $1.44M | 0.03% | −1,186−10.5% | Reduced |
| Elequin Capital LP | 10,100 | $1.44M | 0.43% | +9,441+1,432.6% | Added |
| Granger Management LLC | 10,204 | $1.46M | 0.53% | −150−1.4% | Reduced |
| MBL Wealth, LLC | 10,211 | $1.46M | 0.18% | +110+1.1% | Added |
| Jeppson Wealth Management, LLC | 10,297 | $1.47M | 0.61% | +152+1.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,326 | $1.47M | 0.04% | −10.0% | Reduced |
| Stamos Capital Partners, L.P. | 10,470 | $1.49M | 0.41% | −19,380−64.9% | Reduced |
| Massachusetts Financial Services Co | 10,512 | $1.50M | 0.00% | −284,159−96.4% | Reduced |
| New England Research & Management, Inc. | 10,525 | $1.50M | 0.80% | −400−3.7% | Reduced |
| Premier Path Wealth Partners, LLC | 10,537 | $1.51M | 0.34% | +10,537 | New |
| Toroso Investments, LLC | 10,750 | $1.53M | 0.04% | +1,289+13.6% | Added |
| Wexford Capital LP | 10,752 | $1.53M | 0.33% | −1,766−14.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 10,792 | $1.54M | 0.03% | −130,407−92.4% | Reduced |
| Erste Asset Management GmbH | 10,700 | $1.54M | 0.02% | −1,900−15.1% | Reduced |
| Moran Wealth Management, LLC | 10,823 | $1.54M | 0.05% | +10,823 | New |
| Donoghue Forlines LLC | 10,868 | $1.55M | 0.49% | −1,604−12.9% | Reduced |
| Signet Financial Management, LLC | 10,984 | $1.57M | 0.23% | +10,984 | New |
| Personal Cfo Solutions, LLC | 11,202 | $1.60M | 0.28% | +1,209+12.1% | Added |
| Everence Capital Management Inc | 11,229 | $1.60M | 0.11% | +2,760+32.6% | Added |
| Wellington Shields Capital Management, LLC | 11,245 | $1.60M | 0.20% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 11,285 | $1.61M | 0.05% | +11,285 | New |
| Acadian Asset Management LLC | 11,569 | $1.65M | 0.01% | +3,232+38.8% | Added |
| GWM Advisors LLC | 11,614 | $1.66M | 0.02% | +2,068+21.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,623 | $1.66M | 0.12% | −25−0.2% | Reduced |
| Ieq Capital, LLC | 11,683 | $1.67M | 0.03% | +926+8.6% | Added |
| APG Asset Management N.V. | 12,969 | $1.67M | 0.00% | +1,544+13.5% | Added |
| Legacy Wealth Asset Management, LLC | 11,908 | $1.70M | 0.56% | +245+2.1% | Added |
| Cerity Partners LLC | 11,939 | $1.70M | 0.01% | +4,750+66.1% | Added |
| KG&L Capital Management,LLC | 12,281 | $1.72M | 0.72% | −50−0.4% | Reduced |
| Howland Capital Management LLC | 12,061 | $1.72M | 0.09% | −53−0.4% | Reduced |
| New Millennium Group LLC | 12,207 | $1.74M | 1.54% | +12,207 | New |
| Investors Research Corp | 12,237 | $1.75M | 0.42% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 12,293 | $1.75M | 1.25% | −165−1.3% | Reduced |
| GeoWealth Management, LLC | 12,599 | $1.80M | 0.15% | +3,673+41.1% | Added |
| E. Ohman J:or Asset Management AB | 12,600 | $1.80M | 0.07% | −3,000−19.2% | Reduced |
| Brookstone Capital Management | 12,761 | $1.82M | 0.04% | +483+3.9% | Added |
| Affinity Investment Advisors, LLC | 12,908 | $1.84M | 1.25% | −527−3.9% | Reduced |
| Lido Advisors, LLC | 12,927 | $1.84M | 0.02% | +2,894+28.8% | Added |
| Carret Asset Management, LLC | 12,953 | $1.85M | 0.24% | −100−0.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 13,076 | $1.87M | 0.18% | −1,404−9.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 13,100 | $1.87M | 0.28% | −2,283−14.8% | Reduced |
| Snowden Capital Advisors LLC | 13,242 | $1.89M | 0.07% | +266+2.0% | Added |
| Cunning Capital Partners, LP | 13,265 | $1.89M | 1.18% | 00.0% | Unchanged |
| AXS Investments LLC | 13,500 | $1.93M | 0.46% | +4,720+53.8% | Added |
| Park Avenue Securities LLC | 13,569 | $1.94M | 0.03% | −593−4.2% | Reduced |
| Clough Capital Partners L P | 13,600 | $1.94M | 0.21% | −2,800−17.1% | Reduced |
| Phocas Financial Corp. | 13,619 | $1.94M | 0.26% | −4,856−26.3% | Reduced |
| Vanderbilt University | 13,784 | $1.97M | 0.49% | +2,834+25.9% | Added |
| Diligent Investors, LLC | 13,925 | $1.99M | 0.55% | +982+7.6% | Added |
| Advisors Asset Management, Inc. | 13,962 | $1.99M | 0.04% | −891−6.0% | Reduced |
| MidWestOne Financial Group, Inc. | 13,967 | $1.99M | 0.38% | +205+1.5% | Added |
| Bluefin Capital Management, LLC | 13,875 | $2.00M | 0.18% | +11,775+560.7% | Added |
| Venture Visionary Partners LLC | 14,048 | $2.00M | 0.11% | +1,106+8.5% | Added |
| CCM Investment Advisers LLC | 14,185 | $2.02M | 0.25% | +14,185 | New |
| Gsa Capital Partners LLP | 14,438 | $2.06M | 0.17% | +612+4.4% | Added |
| Cascade Investment Group, Inc. | 14,701 | $2.10M | 1.69% | +80+0.5% | Added |
| Meitav Dash Investments Ltd | 14,732 | $2.11M | 0.03% | +3,174+27.5% | Added |
| Westwood Holdings Group Inc. | 14,835 | $2.12M | 0.02% | 00.0% | Unchanged |
| Ossiam | 15,161 | $2.16M | 0.03% | +8,350+122.6% | Added |
| Steward Partners Investment Advisory, LLC | 15,341 | $2.19M | 0.03% | −5,870−27.7% | Reduced |
| Peak Asset Management, LLC | 15,644 | $2.23M | 0.49% | +26+0.2% | Added |
| Glenmede Trust Co NA | 15,794 | $2.25M | 0.01% | −727−4.4% | Reduced |
| Arbor Capital Management Inc | 16,185 | $2.27M | 1.70% | −619−3.7% | Reduced |
| Tredje AP-fonden | 16,062 | $2.29M | 0.03% | +1,320+9.0% | Added |
| Redmond Asset Management, LLC | 16,182 | $2.31M | 0.74% | −1,000−5.8% | Reduced |
| Prudential PLC | 16,321 | $2.33M | 0.02% | +2,875+21.4% | Added |
| Waterloo Capital, L.P. | 16,737 | $2.39M | 0.39% | +16,737 | New |
| Lincluden Management Ltd | 16,912 | $2.41M | 0.29% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 16,995 | $2.42M | 0.09% | 00.0% | Unchanged |
| Tower Bridge Advisors | 17,000 | $2.42M | 0.21% | −50−0.3% | Reduced |
| Blair William & Co | 17,232 | $2.46M | 0.01% | +155+0.9% | Added |
| Spirit of America Management Corp | 17,500 | $2.50M | 0.55% | +1,200+7.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 17,854 | $2.55M | 0.23% | −1,404−7.3% | Reduced |
| Intech Investment Management LLC | 17,963 | $2.56M | 0.04% | −7,717−30.1% | Reduced |
| Federated Hermes, Inc. | 18,107 | $2.58M | 0.01% | +1,674+10.2% | Added |
| Quantinno Capital Management LP | 18,416 | $2.63M | 0.09% | +7,538+69.3% | Added |