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 |
|---|---|---|---|---|---|
| Presima Inc. | 18,647 | $2.66M | 0.60% | −6,900−27.0% | Reduced |
| Groupama Asset Managment | 18,901 | $2.70M | 0.07% | +18,901 | New |
| Financial Management Network Inc | 19,231 | $2.70M | 0.79% | +692+3.7% | Added |
| Chilton Capital Management LLC | 18,971 | $2.71M | 0.14% | −2,859−13.1% | Reduced |
| Candriam Luxembourg S.C.A. | 19,048 | $2.72M | 0.02% | −42,953−69.3% | Reduced |
| Cresset Asset Management, LLC | 19,143 | $2.73M | 0.02% | +478+2.6% | Added |
| Atria Wealth Solutions, Inc. | 19,409 | $2.77M | 0.03% | −7,368−27.5% | Reduced |
| Adell Harriman & Carpenter Inc | 19,490 | $2.78M | 0.26% | −200−1.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 19,572 | $2.79M | 0.17% | +20.0% | Added |
| Louisiana State Employees Retirement System | 19,700 | $2.81M | 0.06% | −600−3.0% | Reduced |
| Lake Street Advisors Group, LLC | 19,716 | $2.81M | 0.14% | +114+0.6% | Added |
| Lodestone Wealth Management LLC | 19,802 | $2.82M | 1.65% | +454+2.3% | Added |
| Strategic Global Advisors, LLC | 19,919 | $2.84M | 0.65% | −13,579−40.5% | Reduced |
| Intact Investment Management Inc. | 20,000 | $2.85M | 0.12% | 00.0% | Unchanged |
| Perpetual Ltd | 20,530 | $2.93M | 0.03% | −590−2.8% | Reduced |
| Fortem Financial Group, LLC | 20,532 | $2.93M | 1.46% | −1,166−5.4% | Reduced |
| Securian Asset Management, Inc | 20,608 | $2.94M | 0.08% | −2,773−11.9% | Reduced |
| Varma Mutual Pension Insurance Co | 20,800 | $2.97M | 0.03% | +20,800 | New |
| Commerce Bank | 21,084 | $3.01M | 0.02% | +2,189+11.6% | Added |
| TTP Investments, Inc. | 21,167 | $3.02M | 1.30% | −254−1.2% | Reduced |
| Edgestream Partners, L.P. | 21,455 | $3.06M | 0.22% | +18,146+548.4% | Added |
| Yarbrough Capital, LLC | 21,500 | $3.07M | 0.16% | 00.0% | Unchanged |
| L & S Advisors Inc | 21,553 | $3.07M | 0.37% | +21,553 | New |
| Pacer Advisors, Inc. | 21,588 | $3.08M | 0.01% | +962+4.7% | Added |
| FORA Capital, LLC | 21,599 | $3.08M | 0.26% | +21,599 | New |
| Black Swift Group, LLC | 21,615 | $3.08M | 0.93% | +5,825+36.9% | Added |
| Oppenheimer Asset Management Inc. | 21,919 | $3.13M | 0.04% | −730−3.2% | Reduced |
| Hartford Investment Management Co | 21,955 | $3.13M | 0.12% | −315−1.4% | Reduced |
| Napa Wealth Management | 22,088 | $3.15M | 1.71% | +22,088 | New |
| DoubleLine ETF Adviser LP | 22,396 | $3.19M | 0.92% | +22,396 | New |
| CIBC World Markets Inc. | 22,629 | $3.23M | 0.01% | −59,381−72.4% | Reduced |
| Truvestments Capital LLC | 23,056 | $3.29M | 1.49% | −647−2.7% | Reduced |
| AMG National Trust Bank | 23,122 | $3.30M | 0.10% | +107+0.5% | Added |
| Private Advisor Group, LLC | 23,184 | $3.31M | 0.03% | +1,076+4.9% | Added |
| Grassi Investment Management | 23,216 | $3.31M | 0.35% | −919−3.8% | Reduced |
| Lockheed Martin Investment Management Co | 24,579 | $3.32M | 0.24% | −6,800−21.7% | Reduced |
| Metropolitan Life Insurance Co | 23,266 | $3.32M | 0.16% | −319−1.4% | Reduced |
| New Potomac Partners, LLC | 23,375 | $3.33M | 1.98% | +6,482+38.4% | Added |
| Worldquant Millennium Advisors LLC | 23,416 | $3.34M | 0.05% | −46,200−66.4% | Reduced |
| Pensionfund Sabic | 23,606 | $3.37M | 1.06% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 23,694 | $3.38M | 0.03% | −24,448−50.8% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 23,722 | $3.38M | 0.44% | −74−0.3% | Reduced |
| Gotham Asset Management, LLC | 23,905 | $3.41M | 0.06% | +2,386+11.1% | Added |
| Nicholas Investment Partners, LP | 23,907 | $3.41M | 0.40% | +23,907 | New |
| Envestnet Portfolio Solutions, Inc. | 24,501 | $3.49M | 0.01% | +1,233+5.3% | Added |
| TD Waterhouse Canada Inc. | 19,268 | $3.50M | 0.03% | +10,358+116.3% | Added |
| Boothbay Fund Management, LLC | 24,897 | $3.55M | 0.13% | −4,872−16.4% | Reduced |
| TownSquare Capital, LLC | 24,901 | $3.55M | 0.06% | +18,609+295.8% | Added |
| JustInvest LLC | 24,937 | $3.56M | 0.09% | −8,422−25.2% | Reduced |
| Fred Alger Management, LLC | 24,961 | $3.56M | 0.02% | +1,604+6.9% | Added |
| Naviter Wealth, LLC | 25,115 | $3.58M | 0.72% | +4,064+19.3% | Added |
| Maryland State Retirement & Pension System | 25,250 | $3.60M | 0.07% | +472+1.9% | Added |
| Cetera Investment Advisers | 25,512 | $3.64M | 0.03% | −3,030−10.6% | Reduced |
| Atria Investments LLC | 26,097 | $3.72M | 0.06% | +1,791+7.4% | Added |
| Kentucky Retirement Systems | 26,103 | $3.72M | 0.12% | +14+0.1% | Added |
| Fifth Third Bancorp | 26,279 | $3.75M | 0.02% | +158+0.6% | Added |
| Great Valley Advisor Group, Inc. | 26,446 | $3.77M | 0.13% | +2,436+10.1% | Added |
| Liberty Mutual Group Asset Management Inc. | 26,637 | $3.80M | 1.10% | −9,711−26.7% | Reduced |
| Brookfield Asset Management Inc. | 26,718 | $3.81M | 0.02% | −6,865−20.4% | Reduced |
| Gulf International Bank (UK) Ltd | 26,814 | $3.82M | 0.11% | −3,021−10.1% | Reduced |
| Fiduciary Group LLC | 26,884 | $3.83M | 0.45% | +2,239+9.1% | Added |
| Norinchukin Bank, The | 27,104 | $3.87M | 0.09% | −1,802−6.2% | Reduced |
| Advisory Services Network, LLC | 28,043 | $4.00M | 0.10% | −40−0.1% | Reduced |
| D.A. Davidson & Co. | 28,045 | $4.00M | 0.04% | +504+1.8% | Added |
| Teachers Retirement System of the State of Kentucky | 28,147 | $4.01M | 0.04% | −1,314−4.5% | Reduced |
| Cetera Advisor Networks LLC | 28,178 | $4.02M | 0.02% | −2,013−6.7% | Reduced |
| Elo Mutual Pension Insurance Co | 28,565 | $4.08M | 0.11% | +1,197+4.4% | Added |
| Peapack Gladstone Financial Corp | 28,727 | $4.10M | 0.07% | −2,413−7.7% | Reduced |
| Oliver Luxxe Assets LLC | 28,769 | $4.10M | 0.96% | +28,769 | New |
| Ontario Teachers Pension Plan Board | 28,995 | $4.14M | 0.04% | −2,002−6.5% | Reduced |
| Natixis | 29,046 | $4.14M | 0.03% | −1,082−3.6% | Reduced |
| Concentric Wealth Management, LLC | 29,775 | $4.25M | 1.23% | +573+2.0% | Added |
| Condor Capital Management | 30,047 | $4.29M | 0.46% | +368+1.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 30,100 | $4.29M | 0.06% | +1,900+6.7% | Added |
| Concurrent Investment Advisors, LLC | 30,370 | $4.33M | 0.20% | +30,370 | New |
| Whittier Trust Co of Nevada Inc | 30,639 | $4.37M | 0.14% | +1,572+5.4% | Added |
| McGinn Investment Management, Inc. | 30,894 | $4.41M | 3.20% | −552−1.8% | Reduced |
| SG Americas Securities, LLC | 32,003 | $4.57M | 0.05% | +17,552+121.5% | Added |
| Empowered Funds, LLC | 33,150 | $4.73M | 0.12% | +25,497+333.2% | Added |
| AE Wealth Management LLC | 33,497 | $4.76M | 0.02% | +15,083+81.9% | Added |
| Captrust Financial Advisors | 33,379 | $4.76M | 0.02% | −77−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 34,608 | $4.94M | 0.01% | −385−1.1% | Reduced |
| Metis Global Partners, LLC | 34,691 | $4.95M | 0.20% | +1,421+4.3% | Added |
| Tocqueville Asset Management L.P. | 34,857 | $4.97M | 0.09% | −1,605−4.4% | Reduced |
| CWM Advisors, LLC | 35,334 | $5.04M | 0.55% | +224+0.6% | Added |
| Waters Parkerson & Co., LLC | 35,725 | $5.10M | 0.28% | +1,547+4.5% | Added |
| Spectrum Wealth Counsel, LLC | 36,845 | $5.26M | 0.73% | +36,845 | New |
| Vestcor Inc | 36,992 | $5.28M | 0.18% | +4,545+14.0% | Added |
| British Columbia Investment Management Corp | 37,663 | $5.37M | 0.04% | +7,927+26.7% | Added |
| M&G Investment Management Ltd | 37,879 | $5.42M | 0.03% | −145−0.4% | Reduced |
| South Dakota Investment Council | 38,382 | $5.47M | 0.12% | 00.0% | Unchanged |
| Ethic Inc. | 39,142 | $5.58M | 0.17% | +5,569+16.6% | Added |
| Public Sector Pension Investment Board | 39,159 | $5.59M | 0.04% | −27,562−41.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 39,858 | $5.68M | 0.02% | +651+1.7% | Added |
| Lighthouse Investment Partners, LLC | 40,000 | $5.71M | 0.42% | +40,000 | New |
| Crossmark Global Holdings, Inc. | 40,145 | $5.73M | 0.12% | +139+0.3% | Added |
| Oppenheimer & Co Inc | 40,215 | $5.74M | 0.11% | −3,544−8.1% | Reduced |
| Bank of Nova Scotia | 40,496 | $5.78M | 0.01% | +10,162+33.5% | Added |
| Pathstone Holdings, LLC | 40,903 | $5.84M | 0.03% | +40,903 | New |
| Greystone Financial Group, LLC | 41,203 | $5.88M | 1.36% | −4,468−9.8% | Reduced |