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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 41,372 | $5.90M | 0.03% | +42+0.1% | Added |
| Soltis Investment Advisors LLC | 41,745 | $5.95M | 0.67% | −18,455−30.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 42,823 | $6.11M | 0.07% | −3,048−6.6% | Reduced |
| Marshall Wace, LLP | 43,001 | $6.13M | 0.01% | −165,243−79.4% | Reduced |
| Vident Advisory, LLC | 43,402 | $6.19M | 0.16% | −974−2.2% | Reduced |
| Baird Financial Group, Inc. | 43,607 | $6.22M | 0.01% | −1,551−3.4% | Reduced |
| Mutual of America Capital Management LLC | 43,659 | $6.23M | 0.07% | −2,127−4.6% | Reduced |
| Rafferty Asset Management, LLC | 43,752 | $6.24M | 0.03% | +7,207+19.7% | Added |
| Agf Management Ltd | 43,771 | $6.24M | 0.04% | +292+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 44,279 | $6.32M | 0.01% | +1,297+3.0% | Added |
| Rockefeller Capital Management L.P. | 44,688 | $6.37M | 0.02% | +306+0.7% | Added |
| CIBC Asset Management Inc | 44,785 | $6.39M | 0.02% | −2,149−4.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 44,991 | $6.42M | 0.67% | −234−0.5% | Reduced |
| Winslow Asset Management Inc | 45,018 | $6.42M | 1.31% | +1,228+2.8% | Added |
| Integrated Advisors Network LLC | 45,700 | $6.52M | 0.37% | +26,673+140.2% | Added |
| Pictet & Cie (Europe) SA | 47,199 | $6.73M | 0.20% | +52+0.1% | Added |
| Alpha Omega Wealth Management LLC | 47,271 | $6.74M | 1.12% | −2,342−4.7% | Reduced |
| HGK Asset Management Inc | 47,280 | $6.74M | 1.57% | −5,555−10.5% | Reduced |
| Investment Management Corp of Ontario | 47,518 | $6.78M | 0.17% | +7,639+19.2% | Added |
| Everett Harris & Co | 48,551 | $6.93M | 0.10% | −748−1.5% | Reduced |
| Gardner Lewis Asset Management L P | 48,577 | $6.93M | 2.41% | −520−1.1% | Reduced |
| Public Employees Retirement Association of Colorado | 48,911 | $6.98M | 0.03% | −1,423−2.8% | Reduced |
| Huntington National Bank | 49,255 | $7.03M | 0.06% | −2,786−5.4% | Reduced |
| tru Independence LLC | 49,940 | $7.12M | 2.16% | −224−0.4% | Reduced |
| New York Life Investment Management LLC | 50,819 | $7.25M | 0.07% | +185+0.4% | Added |
| M&T Bank Corp | 51,035 | $7.28M | 0.03% | −262−0.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 51,079 | $7.29M | 0.69% | −5,348−9.5% | Reduced |
| New Insight Wealth Advisors | 52,933 | $7.55M | 5.09% | +52,933 | New |
| Beacon Pointe Advisors, LLC | 53,331 | $7.61M | 0.09% | −237−0.4% | Reduced |
| Truist Financial Corp | 53,482 | $7.63M | 0.01% | −10,337−16.2% | Reduced |
| Mariner, LLC | 53,905 | $7.69M | 0.02% | +9,317+20.9% | Added |
| Pensionfund DSM Netherlands | 54,708 | $7.80M | 4.71% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 55,118 | $7.86M | 0.10% | +40,972+289.6% | Added |
| Xponance, Inc. | 55,408 | $7.90M | 0.09% | +5,490+11.0% | Added |
| Aviva PLC | 56,243 | $8.02M | 0.03% | −83,279−59.7% | Reduced |
| US Bancorp | 56,351 | $8.04M | 0.01% | −9,167−14.0% | Reduced |
| Hoylecohen, LLC | 56,663 | $8.08M | 0.66% | +1,506+2.7% | Added |
| Wealthfront Advisers LLC | 56,818 | $8.10M | 0.03% | +5,204+10.1% | Added |
| Yousif Capital Management, LLC | 56,827 | $8.11M | 0.10% | −2,474−4.2% | Reduced |
| Exchange Traded Concepts, LLC | 57,111 | $8.15M | 0.22% | −66,117−53.7% | Reduced |
| Czech National Bank | 57,139 | $8.15M | 0.12% | −47−0.1% | Reduced |
| Janney Montgomery Scott LLC | 57,409 | $8.19M | 0.03% | +2,895+5.3% | Added |
| Riverview Capital Advisers, LLC | 57,420 | $8.19M | 3.14% | −35,194−38.0% | Reduced |
| Power Corp of Canada | 57,961 | $8.27M | 0.86% | +898+1.6% | Added |
| Nomura Holdings Inc | 58,641 | $8.36M | 0.07% | +54,815+1,432.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 59,141 | $8.44M | 0.01% | +755+1.3% | Added |
| ProShare Advisors LLC | 59,324 | $8.46M | 0.03% | −5,267−8.2% | Reduced |
| Oregon Public Employees Retirement Fund | 60,067 | $8.57M | 0.15% | −27,394−31.3% | Reduced |
| GYL Financial Synergies, LLC | 60,406 | $8.62M | 0.71% | −1,096−1.8% | Reduced |
| DnB Asset Management AS | 63,615 | $9.07M | 0.05% | −673−1.0% | Reduced |
| Bamco Inc | 64,132 | $9.15M | 0.02% | +64,132 | New |
| Biondo Investment Advisors, LLC | 64,421 | $9.19M | 1.56% | +745+1.2% | Added |
| Putnam Investments LLC | 64,476 | $9.20M | 0.01% | −37,675−36.9% | Reduced |
| IFM Investors Pty Ltd | 64,585 | $9.21M | 0.11% | +159+0.2% | Added |
| Point72 Asset Management, L.P. | 65,728 | $9.38M | 0.03% | +65,728 | New |
| Staley Capital Advisers Inc | 65,741 | $9.38M | 0.47% | +137+0.2% | Added |
| First Trust Advisors LP | 66,097 | $9.43M | 0.01% | −5,781−8.0% | Reduced |
| Independent Advisor Alliance | 66,411 | $9.47M | 0.34% | +539+0.8% | Added |
| Achmea Investment Management B.V. | 66,540 | $9.49M | 0.20% | +10,164+18.0% | Added |
| Texas Permanent School Fund | 67,273 | $9.60M | 0.08% | −247−0.4% | Reduced |
| Payden & Rygel | 67,550 | $9.63M | 0.70% | −27,500−28.9% | Reduced |
| Whittier Trust Co | 68,552 | $9.78M | 0.16% | +2,144+3.2% | Added |
| First Trust Investment Solutions L.P. | 69,094 | $9.86M | 2.05% | +69,094 | New |
| USS Investment Management Ltd | 69,955 | $9.98M | 0.09% | +2,002+2.9% | Added |
| La Banque Postale Asset Management SA | 69,993 | $9.98M | 0.22% | −13,643−16.3% | Reduced |
| Hillman Capital Management, Inc. | 70,956 | $10.1M | 3.49% | +53+0.1% | Added |
| Creative Planning | 71,469 | $10.2M | 0.02% | −348−0.5% | Reduced |
| Edgar Lomax Co | 73,306 | $10.5M | 0.68% | −3,000−3.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 73,917 | $10.5M | 0.13% | −7,900−9.7% | Reduced |
| CI Private Wealth, LLC | 75,067 | $10.7M | 0.02% | +37,108+97.8% | Added |
| Nissay Asset Management Corp | 76,005 | $10.8M | 0.09% | +2,753+3.8% | Added |
| Janus Henderson Group PLC | 79,655 | $11.4M | 0.01% | +14,011+21.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 81,813 | $11.7M | 0.02% | +7,250+9.7% | Added |
| Amalgamated Bank | 81,942 | $11.7M | 0.09% | −5,057−5.8% | Reduced |
| MetLife Investment Management | 82,073 | $11.7M | 0.08% | −1,745−2.1% | Reduced |
| Allstate Corp | 84,778 | $12.1M | 0.84% | −22,075−20.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 85,806 | $12.2M | 0.43% | −2,942−3.3% | Reduced |
| Swiss Life Asset Management Ltd | 85,970 | $12.3M | 0.15% | +24,203+39.2% | Added |
| Sound Income Strategies, LLC | 86,689 | $12.4M | 1.03% | +4,187+5.1% | Added |
| GSI Capital Advisors LLC | 87,121 | $12.4M | 7.53% | +3,150+3.8% | Added |
| American International Group, Inc. | 87,594 | $12.5M | 0.05% | +405+0.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 87,759 | $12.5M | 0.16% | +1,380+1.6% | Added |
| D. E. Shaw & Co., Inc. | 90,620 | $12.9M | 0.02% | −25,587−22.0% | Reduced |
| Arizona State Retirement System | 92,053 | $13.1M | 0.10% | −502−0.5% | Reduced |
| Forsta Ap-Fonden | 93,700 | $13.4M | 0.14% | −56,800−37.7% | Reduced |
| UniSuper Management Pty Ltd | 95,400 | $13.6M | 0.15% | +800+0.8% | Added |
| Utah Retirement Systems | 99,524 | $14.2M | 0.18% | +6,290+6.7% | Added |
| Pacific Heights Asset Management LLC | 100,000 | $14.3M | 1.22% | 00.0% | Unchanged |
| Scopus Asset Management, L.P. | 100,000 | $14.3M | 0.60% | +100,000 | New |
| State of Michigan Retirement System | 101,649 | $14.5M | 0.09% | −1,100−1.1% | Reduced |
| Mercer Global Advisors Inc | 101,936 | $14.5M | 0.04% | +8,911+9.6% | Added |
| Schonfeld Strategic Advisors LLC | 102,900 | $14.7M | 0.12% | +66,900+185.8% | Added |
| Janney Capital Management LLC | 105,747 | $15.1M | 1.01% | −7,123−6.3% | Reduced |
| Jane Street Group, LLC | 106,608 | $15.2M | 0.02% | +18,658+21.2% | Added |
| Nixon Capital, LLC | 108,350 | $15.5M | 6.93% | −625−0.6% | Reduced |
| Millennium Management LLC | 110,163 | $15.7M | 0.01% | −343,626−75.7% | Reduced |
| Davis Selected Advisers | 111,280 | $15.9M | 0.09% | −16,850−13.2% | Reduced |
| LGT Group Foundation | 111,500 | $16.1M | 0.36% | −2,875−2.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 113,324 | $16.2M | 0.05% | −58,289−34.0% | Reduced |
| Commonwealth Equity Services, LLC | 117,713 | $16.8M | 0.03% | −4,783−3.9% | Reduced |