Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
In the last 90 days, Simon Property Group Inc. insiders filed 11 open-market purchases and 0 sales; 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 |
|---|---|---|---|---|---|
| Cutler Group LP | 549 | $78.0K | 0.01% | +449+449.0% | Added |
| Missouri Trust & Investment Co | 526 | $75.0K | 0.03% | +21+4.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 520 | $74.2K | 0.02% | +520 | New |
| Lee Financial Co | 506 | $72.2K | 0.01% | +453+854.7% | Added |
| PFS Partners, LLC | 500 | $71.3K | 0.05% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 500 | $71.3K | 0.02% | +500 | New |
| Caldwell Sutter Capital, Inc. | 491 | $70.0K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 475 | $67.8K | 0.01% | +30+6.7% | Added |
| Plato Investment Management Ltd | 454 | $64.8K | 0.08% | +454 | New |
| Migdal Insurance & Financial Holdings Ltd. | 438 | $63.0K | 0.00% | +23+5.5% | Added |
| Webster Bank, N. A. | 420 | $59.9K | 0.01% | +320+320.0% | Added |
| Spartan Planning & Wealth Management | 420 | $59.9K | 0.06% | +417+13,900.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 412 | $59.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 406 | $57.9K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 400 | $57.1K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 396 | $56.5K | 0.02% | +91+29.8% | Added |
| HBC Financial Services, PLLC | 380 | $54.0K | 0.04% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 378 | $53.9K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 376 | $53.7K | 0.01% | +129+52.2% | Added |
| Hoey Investments, Inc | 375 | $53.5K | 0.02% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 366 | $52.2K | 0.05% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 355 | $50.7K | 0.00% | +6+1.7% | Added |
| Nordwand Advisors, LLC | 346 | $49.4K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 345 | $49.2K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 336 | $48.0K | 0.00% | −75−18.2% | Reduced |
| Anchor Investment Management, LLC | 325 | $46.4K | 0.01% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 321 | $45.9K | 0.01% | +321 | New |
| Zions Bancorporation, N.A. | 321 | $45.8K | 0.00% | 00.0% | Unchanged |
| American National Bank | 312 | $44.5K | 0.01% | −56−15.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 310 | $44.3K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 309 | $44.1K | 0.02% | +200+183.5% | Added |
| West Branch Capital LLC | 305 | $43.5K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 305 | $43.5K | 0.01% | −57−15.7% | Reduced |
| Valley National Advisers Inc | 308 | $43.0K | 0.01% | +43+16.2% | Added |
| Financial Freedom, LLC | 293 | $41.8K | 0.03% | +3+1.0% | Added |
| Bruce G. Allen Investments, LLC | 286 | $40.8K | 0.04% | +286 | New |
| Private Trust Co NA | 272 | $38.8K | 0.00% | −538−66.4% | Reduced |
| Kozak & Associates, Inc. | 266 | $38.7K | 0.01% | +3+1.1% | Added |
| Capital Advisors, Ltd. LLC | 266 | $38.0K | 0.01% | −14−5.0% | Reduced |
| Arlington Trust Co LLC | 259 | $36.9K | 0.01% | +26+11.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 254 | $36.0K | 0.01% | −90−26.2% | Reduced |
| Cambridge Trust Co | 250 | $35.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 247 | $35.2K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 244 | $34.8K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 239 | $34.5K | 0.01% | +239 | New |
| Tyler-Stone Wealth Management | 238 | $33.9K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 314 | $33.9K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 236 | $33.7K | 0.02% | +4+1.7% | Added |
| BOK Financial Private Wealth, Inc. | 235 | $33.5K | 0.00% | +235 | New |
| Arlington Partners LLC | 233 | $33.2K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 226 | $32.2K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 228 | $31.7K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 214 | $30.5K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 210 | $30.0K | 0.01% | −675−76.3% | Reduced |
| Venturi Wealth Management, LLC | 209 | $29.8K | 0.00% | +46+28.2% | Added |
| New England Capital Financial Advisors LLC | 200 | $28.5K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 198 | $28.2K | 0.01% | +192+3,200.0% | Added |
| Tradition Wealth Management, LLC | 184 | $26.0K | 0.00% | −600−76.5% | Reduced |
| Quarry LP | 182 | $26.0K | 0.01% | −25−12.1% | Reduced |
| Grove Bank & Trust | 174 | $24.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 165 | $23.5K | 0.00% | −60−26.7% | Reduced |
| Creative Financial Designs Inc | 164 | $23.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 163 | $23.0K | 0.02% | −64−28.2% | Reduced |
| Richardson Financial Services Inc. | 160 | $22.8K | 0.02% | +160 | New |
| Atwood & Palmer Inc | 155 | $22.1K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 153 | $21.8K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 142 | $20.3K | 0.01% | +4+2.9% | Added |
| Centerpoint Advisors, LLC | 142 | $20.0K | 0.01% | +139+4,633.3% | Added |
| Jones Financial Companies LLLP | 136 | $19.4K | 0.00% | +112+466.7% | Added |
| Abound Wealth Management | 127 | $18.1K | 0.01% | +16+14.4% | Added |
| SRS Capital Advisors, Inc. | 125 | $17.9K | 0.00% | +1+0.8% | Added |
| Cedar Mountain Advisors, LLC | 125 | $17.8K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 119 | $16.9K | 0.00% | −26−17.9% | Reduced |
| Fairfield, Bush & Co. | 117 | $16.7K | 0.01% | +117 | New |
| Brown Brothers Harriman & Co | 116 | $16.5K | 0.00% | −96−45.3% | Reduced |
| Focused Wealth Management, Inc | 114 | $16.3K | 0.00% | +1+0.9% | Added |
| First United Bank Trust | 113 | $16.1K | 0.01% | +113 | New |
| GW&K Investment Management, LLC | 112 | $16.0K | 0.00% | +13+13.1% | Added |
| Rise Advisors, LLC | 111 | $15.8K | 0.01% | +1+0.9% | Added |
| Bartlett & Co. Wealth Management LLC | 107 | $15.6K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 109 | $15.5K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 109 | $15.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 107 | $15.0K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 105 | $15.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 100 | $14.3K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 100 | $14.3K | 0.00% | +100 | New |
| Ancora Advisors, LLC | 97 | $13.8K | 0.00% | +97 | New |
| Financial Management Professionals, Inc. | 88 | $13.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 90 | $12.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 84 | $12.0K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 83 | $11.8K | 0.00% | +83 | New |
| Center for Financial Planning, Inc. | 76 | $10.8K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 76 | $10.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 75 | $10.7K | 0.01% | +75 | New |
| Private Wealth Management Group, LLC | 73 | $10.4K | 0.01% | +73 | New |
| Bogart Wealth, LLC | 72 | $10.3K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 73 | $10.0K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 70 | $9.98K | 0.00% | −76−52.1% | Reduced |
| Coppell Advisory Solutions LLC | 69 | $9.84K | 0.00% | +69 | New |