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 |
|---|---|---|---|---|---|
| Staley Capital Advisers Inc | 65,741 | $9.38M | 0.47% | +137+0.2% | Added |
| Point72 Asset Management, L.P. | 65,728 | $9.38M | 0.03% | +65,728 | New |
| IFM Investors Pty Ltd | 64,585 | $9.21M | 0.11% | +159+0.2% | Added |
| Putnam Investments LLC | 64,476 | $9.20M | 0.01% | −37,675−36.9% | Reduced |
| Biondo Investment Advisors, LLC | 64,421 | $9.19M | 1.56% | +745+1.2% | Added |
| Bamco Inc | 64,132 | $9.15M | 0.02% | +64,132 | New |
| DnB Asset Management AS | 63,615 | $9.07M | 0.05% | −673−1.0% | Reduced |
| GYL Financial Synergies, LLC | 60,406 | $8.62M | 0.71% | −1,096−1.8% | Reduced |
| Oregon Public Employees Retirement Fund | 60,067 | $8.57M | 0.15% | −27,394−31.3% | Reduced |
| ProShare Advisors LLC | 59,324 | $8.46M | 0.03% | −5,267−8.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 59,141 | $8.44M | 0.01% | +755+1.3% | Added |
| Nomura Holdings Inc | 58,641 | $8.36M | 0.07% | +54,815+1,432.7% | Added |
| Power Corp of Canada | 57,961 | $8.27M | 0.86% | +898+1.6% | Added |
| Riverview Capital Advisers, LLC | 57,420 | $8.19M | 3.14% | −35,194−38.0% | Reduced |
| Janney Montgomery Scott LLC | 57,409 | $8.19M | 0.03% | +2,895+5.3% | Added |
| Czech National Bank | 57,139 | $8.15M | 0.12% | −47−0.1% | Reduced |
| Exchange Traded Concepts, LLC | 57,111 | $8.15M | 0.22% | −66,117−53.7% | Reduced |
| Yousif Capital Management, LLC | 56,827 | $8.11M | 0.10% | −2,474−4.2% | Reduced |
| Wealthfront Advisers LLC | 56,818 | $8.10M | 0.03% | +5,204+10.1% | Added |
| Hoylecohen, LLC | 56,663 | $8.08M | 0.66% | +1,506+2.7% | Added |
| US Bancorp | 56,351 | $8.04M | 0.01% | −9,167−14.0% | Reduced |
| Aviva PLC | 56,243 | $8.02M | 0.03% | −83,279−59.7% | Reduced |
| Xponance, Inc. | 55,408 | $7.90M | 0.09% | +5,490+11.0% | Added |
| Tower Research Capital LLC (TRC) | 55,118 | $7.86M | 0.10% | +40,972+289.6% | Added |
| Pensionfund DSM Netherlands | 54,708 | $7.80M | 4.71% | 00.0% | Unchanged |
| Mariner, LLC | 53,905 | $7.69M | 0.02% | +9,317+20.9% | Added |
| Truist Financial Corp | 53,482 | $7.63M | 0.01% | −10,337−16.2% | Reduced |
| Beacon Pointe Advisors, LLC | 53,331 | $7.61M | 0.09% | −237−0.4% | Reduced |
| New Insight Wealth Advisors | 52,933 | $7.55M | 5.09% | +52,933 | New |
| Mount Yale Investment Advisors, LLC | 51,079 | $7.29M | 0.69% | −5,348−9.5% | Reduced |
| M&T Bank Corp | 51,035 | $7.28M | 0.03% | −262−0.5% | Reduced |
| New York Life Investment Management LLC | 50,819 | $7.25M | 0.07% | +185+0.4% | Added |
| tru Independence LLC | 49,940 | $7.12M | 2.16% | −224−0.4% | Reduced |
| Huntington National Bank | 49,255 | $7.03M | 0.06% | −2,786−5.4% | Reduced |
| Public Employees Retirement Association of Colorado | 48,911 | $6.98M | 0.03% | −1,423−2.8% | Reduced |
| Gardner Lewis Asset Management L P | 48,577 | $6.93M | 2.41% | −520−1.1% | Reduced |
| Everett Harris & Co | 48,551 | $6.93M | 0.10% | −748−1.5% | Reduced |
| Investment Management Corp of Ontario | 47,518 | $6.78M | 0.17% | +7,639+19.2% | Added |
| HGK Asset Management Inc | 47,280 | $6.74M | 1.57% | −5,555−10.5% | Reduced |
| Alpha Omega Wealth Management LLC | 47,271 | $6.74M | 1.12% | −2,342−4.7% | Reduced |
| Pictet & Cie (Europe) SA | 47,199 | $6.73M | 0.20% | +52+0.1% | Added |
| Integrated Advisors Network LLC | 45,700 | $6.52M | 0.37% | +26,673+140.2% | Added |
| Winslow Asset Management Inc | 45,018 | $6.42M | 1.31% | +1,228+2.8% | Added |
| Edgemoor Investment Advisors, Inc. | 44,991 | $6.42M | 0.67% | −234−0.5% | Reduced |
| CIBC Asset Management Inc | 44,785 | $6.39M | 0.02% | −2,149−4.6% | Reduced |
| Rockefeller Capital Management L.P. | 44,688 | $6.37M | 0.02% | +306+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 44,279 | $6.32M | 0.01% | +1,297+3.0% | Added |
| Agf Management Ltd | 43,771 | $6.24M | 0.04% | +292+0.7% | Added |
| Rafferty Asset Management, LLC | 43,752 | $6.24M | 0.03% | +7,207+19.7% | Added |
| Mutual of America Capital Management LLC | 43,659 | $6.23M | 0.07% | −2,127−4.6% | Reduced |
| Baird Financial Group, Inc. | 43,607 | $6.22M | 0.01% | −1,551−3.4% | Reduced |
| Vident Advisory, LLC | 43,402 | $6.19M | 0.16% | −974−2.2% | Reduced |
| Marshall Wace, LLP | 43,001 | $6.13M | 0.01% | −165,243−79.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 42,823 | $6.11M | 0.07% | −3,048−6.6% | Reduced |
| Soltis Investment Advisors LLC | 41,745 | $5.95M | 0.67% | −18,455−30.7% | Reduced |
| MML Investors Services, LLC | 41,372 | $5.90M | 0.03% | +42+0.1% | Added |
| Greystone Financial Group, LLC | 41,203 | $5.88M | 1.36% | −4,468−9.8% | Reduced |
| Pathstone Holdings, LLC | 40,903 | $5.84M | 0.03% | +40,903 | New |
| Bank of Nova Scotia | 40,496 | $5.78M | 0.01% | +10,162+33.5% | Added |
| Oppenheimer & Co Inc | 40,215 | $5.74M | 0.11% | −3,544−8.1% | Reduced |
| Crossmark Global Holdings, Inc. | 40,145 | $5.73M | 0.12% | +139+0.3% | Added |
| Lighthouse Investment Partners, LLC | 40,000 | $5.71M | 0.42% | +40,000 | New |
| Cambridge Investment Research Advisors, Inc. | 39,858 | $5.68M | 0.02% | +651+1.7% | Added |
| Public Sector Pension Investment Board | 39,159 | $5.59M | 0.04% | −27,562−41.3% | Reduced |
| Ethic Inc. | 39,142 | $5.58M | 0.17% | +5,569+16.6% | Added |
| South Dakota Investment Council | 38,382 | $5.47M | 0.12% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 37,879 | $5.42M | 0.03% | −145−0.4% | Reduced |
| British Columbia Investment Management Corp | 37,663 | $5.37M | 0.04% | +7,927+26.7% | Added |
| Vestcor Inc | 36,992 | $5.28M | 0.18% | +4,545+14.0% | Added |
| Spectrum Wealth Counsel, LLC | 36,845 | $5.26M | 0.73% | +36,845 | New |
| Waters Parkerson & Co., LLC | 35,725 | $5.10M | 0.28% | +1,547+4.5% | Added |
| CWM Advisors, LLC | 35,334 | $5.04M | 0.55% | +224+0.6% | Added |
| Tocqueville Asset Management L.P. | 34,857 | $4.97M | 0.09% | −1,605−4.4% | Reduced |
| Metis Global Partners, LLC | 34,691 | $4.95M | 0.20% | +1,421+4.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 34,608 | $4.94M | 0.01% | −385−1.1% | Reduced |
| Captrust Financial Advisors | 33,379 | $4.76M | 0.02% | −77−0.2% | Reduced |
| AE Wealth Management LLC | 33,497 | $4.76M | 0.02% | +15,083+81.9% | Added |
| Empowered Funds, LLC | 33,150 | $4.73M | 0.12% | +25,497+333.2% | Added |
| SG Americas Securities, LLC | 32,003 | $4.57M | 0.05% | +17,552+121.5% | Added |
| McGinn Investment Management, Inc. | 30,894 | $4.41M | 3.20% | −552−1.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 30,639 | $4.37M | 0.14% | +1,572+5.4% | Added |
| Concurrent Investment Advisors, LLC | 30,370 | $4.33M | 0.20% | +30,370 | New |
| Ilmarinen Mutual Pension Insurance Co | 30,100 | $4.29M | 0.06% | +1,900+6.7% | Added |
| Condor Capital Management | 30,047 | $4.29M | 0.46% | +368+1.2% | Added |
| Concentric Wealth Management, LLC | 29,775 | $4.25M | 1.23% | +573+2.0% | Added |
| Natixis | 29,046 | $4.14M | 0.03% | −1,082−3.6% | Reduced |
| Ontario Teachers Pension Plan Board | 28,995 | $4.14M | 0.04% | −2,002−6.5% | Reduced |
| Oliver Luxxe Assets LLC | 28,769 | $4.10M | 0.96% | +28,769 | New |
| Peapack Gladstone Financial Corp | 28,727 | $4.10M | 0.07% | −2,413−7.7% | Reduced |
| Elo Mutual Pension Insurance Co | 28,565 | $4.08M | 0.11% | +1,197+4.4% | Added |
| Cetera Advisor Networks LLC | 28,178 | $4.02M | 0.02% | −2,013−6.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 28,147 | $4.01M | 0.04% | −1,314−4.5% | Reduced |
| D.A. Davidson & Co. | 28,045 | $4.00M | 0.04% | +504+1.8% | Added |
| Advisory Services Network, LLC | 28,043 | $4.00M | 0.10% | −40−0.1% | Reduced |
| Norinchukin Bank, The | 27,104 | $3.87M | 0.09% | −1,802−6.2% | Reduced |
| Fiduciary Group LLC | 26,884 | $3.83M | 0.45% | +2,239+9.1% | Added |
| Gulf International Bank (UK) Ltd | 26,814 | $3.82M | 0.11% | −3,021−10.1% | Reduced |
| Brookfield Asset Management Inc. | 26,718 | $3.81M | 0.02% | −6,865−20.4% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 26,637 | $3.80M | 1.10% | −9,711−26.7% | Reduced |
| Great Valley Advisor Group, Inc. | 26,446 | $3.77M | 0.13% | +2,436+10.1% | Added |