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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 26,279 | $3.75M | 0.02% | +158+0.6% | Added |
| Kentucky Retirement Systems | 26,103 | $3.72M | 0.12% | +14+0.1% | Added |
| Atria Investments LLC | 26,097 | $3.72M | 0.06% | +1,791+7.4% | Added |
| Cetera Investment Advisers | 25,512 | $3.64M | 0.03% | −3,030−10.6% | Reduced |
| Maryland State Retirement & Pension System | 25,250 | $3.60M | 0.07% | +472+1.9% | Added |
| Naviter Wealth, LLC | 25,115 | $3.58M | 0.72% | +4,064+19.3% | Added |
| Fred Alger Management, LLC | 24,961 | $3.56M | 0.02% | +1,604+6.9% | Added |
| JustInvest LLC | 24,937 | $3.56M | 0.09% | −8,422−25.2% | Reduced |
| TownSquare Capital, LLC | 24,901 | $3.55M | 0.06% | +18,609+295.8% | Added |
| Boothbay Fund Management, LLC | 24,897 | $3.55M | 0.13% | −4,872−16.4% | Reduced |
| TD Waterhouse Canada Inc. | 19,268 | $3.50M | 0.03% | +10,358+116.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 24,501 | $3.49M | 0.01% | +1,233+5.3% | Added |
| Nicholas Investment Partners, LP | 23,907 | $3.41M | 0.40% | +23,907 | New |
| Gotham Asset Management, LLC | 23,905 | $3.41M | 0.06% | +2,386+11.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 23,722 | $3.38M | 0.44% | −74−0.3% | Reduced |
| United Capital Financial Advisers, LLC | 23,694 | $3.38M | 0.03% | −24,448−50.8% | Reduced |
| Pensionfund Sabic | 23,606 | $3.37M | 1.06% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 23,416 | $3.34M | 0.05% | −46,200−66.4% | Reduced |
| New Potomac Partners, LLC | 23,375 | $3.33M | 1.98% | +6,482+38.4% | Added |
| Metropolitan Life Insurance Co | 23,266 | $3.32M | 0.16% | −319−1.4% | Reduced |
| Lockheed Martin Investment Management Co | 24,579 | $3.32M | 0.24% | −6,800−21.7% | Reduced |
| Grassi Investment Management | 23,216 | $3.31M | 0.35% | −919−3.8% | Reduced |
| Private Advisor Group, LLC | 23,184 | $3.31M | 0.03% | +1,076+4.9% | Added |
| AMG National Trust Bank | 23,122 | $3.30M | 0.10% | +107+0.5% | Added |
| Truvestments Capital LLC | 23,056 | $3.29M | 1.49% | −647−2.7% | Reduced |
| CIBC World Markets Inc. | 22,629 | $3.23M | 0.01% | −59,381−72.4% | Reduced |
| DoubleLine ETF Adviser LP | 22,396 | $3.19M | 0.92% | +22,396 | New |
| Napa Wealth Management | 22,088 | $3.15M | 1.71% | +22,088 | New |
| Hartford Investment Management Co | 21,955 | $3.13M | 0.12% | −315−1.4% | Reduced |
| Oppenheimer Asset Management Inc. | 21,919 | $3.13M | 0.04% | −730−3.2% | Reduced |
| Black Swift Group, LLC | 21,615 | $3.08M | 0.93% | +5,825+36.9% | Added |
| FORA Capital, LLC | 21,599 | $3.08M | 0.26% | +21,599 | New |
| Pacer Advisors, Inc. | 21,588 | $3.08M | 0.01% | +962+4.7% | Added |
| L & S Advisors Inc | 21,553 | $3.07M | 0.37% | +21,553 | New |
| Yarbrough Capital, LLC | 21,500 | $3.07M | 0.16% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 21,455 | $3.06M | 0.22% | +18,146+548.4% | Added |
| TTP Investments, Inc. | 21,167 | $3.02M | 1.30% | −254−1.2% | Reduced |
| Commerce Bank | 21,084 | $3.01M | 0.02% | +2,189+11.6% | Added |
| Varma Mutual Pension Insurance Co | 20,800 | $2.97M | 0.03% | +20,800 | New |
| Securian Asset Management, Inc | 20,608 | $2.94M | 0.08% | −2,773−11.9% | Reduced |
| Fortem Financial Group, LLC | 20,532 | $2.93M | 1.46% | −1,166−5.4% | Reduced |
| Perpetual Ltd | 20,530 | $2.93M | 0.03% | −590−2.8% | Reduced |
| Intact Investment Management Inc. | 20,000 | $2.85M | 0.12% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 19,919 | $2.84M | 0.65% | −13,579−40.5% | Reduced |
| Lodestone Wealth Management LLC | 19,802 | $2.82M | 1.65% | +454+2.3% | Added |
| Lake Street Advisors Group, LLC | 19,716 | $2.81M | 0.14% | +114+0.6% | Added |
| Louisiana State Employees Retirement System | 19,700 | $2.81M | 0.06% | −600−3.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 19,572 | $2.79M | 0.17% | +20.0% | Added |
| Adell Harriman & Carpenter Inc | 19,490 | $2.78M | 0.26% | −200−1.0% | Reduced |
| Atria Wealth Solutions, Inc. | 19,409 | $2.77M | 0.03% | −7,368−27.5% | Reduced |
| Cresset Asset Management, LLC | 19,143 | $2.73M | 0.02% | +478+2.6% | Added |
| Candriam Luxembourg S.C.A. | 19,048 | $2.72M | 0.02% | −42,953−69.3% | Reduced |
| Chilton Capital Management LLC | 18,971 | $2.71M | 0.14% | −2,859−13.1% | Reduced |
| Financial Management Network Inc | 19,231 | $2.70M | 0.79% | +692+3.7% | Added |
| Groupama Asset Managment | 18,901 | $2.70M | 0.07% | +18,901 | New |
| Presima Inc. | 18,647 | $2.66M | 0.60% | −6,900−27.0% | Reduced |
| Quantinno Capital Management LP | 18,416 | $2.63M | 0.09% | +7,538+69.3% | Added |
| Federated Hermes, Inc. | 18,107 | $2.58M | 0.01% | +1,674+10.2% | Added |
| Intech Investment Management LLC | 17,963 | $2.56M | 0.04% | −7,717−30.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 17,854 | $2.55M | 0.23% | −1,404−7.3% | Reduced |
| Spirit of America Management Corp | 17,500 | $2.50M | 0.55% | +1,200+7.4% | Added |
| Blair William & Co | 17,232 | $2.46M | 0.01% | +155+0.9% | Added |
| Tower Bridge Advisors | 17,000 | $2.42M | 0.21% | −50−0.3% | Reduced |
| New Mexico Educational Retirement Board | 16,995 | $2.42M | 0.09% | 00.0% | Unchanged |
| Lincluden Management Ltd | 16,912 | $2.41M | 0.29% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 16,737 | $2.39M | 0.39% | +16,737 | New |
| Prudential PLC | 16,321 | $2.33M | 0.02% | +2,875+21.4% | Added |
| Redmond Asset Management, LLC | 16,182 | $2.31M | 0.74% | −1,000−5.8% | Reduced |
| Tredje AP-fonden | 16,062 | $2.29M | 0.03% | +1,320+9.0% | Added |
| Arbor Capital Management Inc | 16,185 | $2.27M | 1.70% | −619−3.7% | Reduced |
| Glenmede Trust Co NA | 15,794 | $2.25M | 0.01% | −727−4.4% | Reduced |
| Peak Asset Management, LLC | 15,644 | $2.23M | 0.49% | +26+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 15,341 | $2.19M | 0.03% | −5,870−27.7% | Reduced |
| Ossiam | 15,161 | $2.16M | 0.03% | +8,350+122.6% | Added |
| Westwood Holdings Group Inc. | 14,835 | $2.12M | 0.02% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 14,732 | $2.11M | 0.03% | +3,174+27.5% | Added |
| Cascade Investment Group, Inc. | 14,701 | $2.10M | 1.69% | +80+0.5% | Added |
| Gsa Capital Partners LLP | 14,438 | $2.06M | 0.17% | +612+4.4% | Added |
| CCM Investment Advisers LLC | 14,185 | $2.02M | 0.25% | +14,185 | New |
| Venture Visionary Partners LLC | 14,048 | $2.00M | 0.11% | +1,106+8.5% | Added |
| Bluefin Capital Management, LLC | 13,875 | $2.00M | 0.18% | +11,775+560.7% | Added |
| MidWestOne Financial Group, Inc. | 13,967 | $1.99M | 0.38% | +205+1.5% | Added |
| Advisors Asset Management, Inc. | 13,962 | $1.99M | 0.04% | −891−6.0% | Reduced |
| Diligent Investors, LLC | 13,925 | $1.99M | 0.55% | +982+7.6% | Added |
| Vanderbilt University | 13,784 | $1.97M | 0.49% | +2,834+25.9% | Added |
| Phocas Financial Corp. | 13,619 | $1.94M | 0.26% | −4,856−26.3% | Reduced |
| Clough Capital Partners L P | 13,600 | $1.94M | 0.21% | −2,800−17.1% | Reduced |
| Park Avenue Securities LLC | 13,569 | $1.94M | 0.03% | −593−4.2% | Reduced |
| AXS Investments LLC | 13,500 | $1.93M | 0.46% | +4,720+53.8% | Added |
| Cunning Capital Partners, LP | 13,265 | $1.89M | 1.18% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 13,242 | $1.89M | 0.07% | +266+2.0% | Added |
| Alpine Woods Capital Investors, LLC | 13,100 | $1.87M | 0.28% | −2,283−14.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 13,076 | $1.87M | 0.18% | −1,404−9.7% | Reduced |
| Carret Asset Management, LLC | 12,953 | $1.85M | 0.24% | −100−0.8% | Reduced |
| Lido Advisors, LLC | 12,927 | $1.84M | 0.02% | +2,894+28.8% | Added |
| Affinity Investment Advisors, LLC | 12,908 | $1.84M | 1.25% | −527−3.9% | Reduced |
| Brookstone Capital Management | 12,761 | $1.82M | 0.04% | +483+3.9% | Added |
| E. Ohman J:or Asset Management AB | 12,600 | $1.80M | 0.07% | −3,000−19.2% | Reduced |
| GeoWealth Management, LLC | 12,599 | $1.80M | 0.15% | +3,673+41.1% | Added |
| Cascade Investment Advisors, Inc. | 12,293 | $1.75M | 1.25% | −165−1.3% | Reduced |