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 |
|---|---|---|---|---|---|
| Investors Research Corp | 12,237 | $1.75M | 0.42% | 00.0% | Unchanged |
| New Millennium Group LLC | 12,207 | $1.74M | 1.54% | +12,207 | New |
| Howland Capital Management LLC | 12,061 | $1.72M | 0.09% | −53−0.4% | Reduced |
| KG&L Capital Management,LLC | 12,281 | $1.72M | 0.72% | −50−0.4% | Reduced |
| Cerity Partners LLC | 11,939 | $1.70M | 0.01% | +4,750+66.1% | Added |
| Legacy Wealth Asset Management, LLC | 11,908 | $1.70M | 0.56% | +245+2.1% | Added |
| APG Asset Management N.V. | 12,969 | $1.67M | 0.00% | +1,544+13.5% | Added |
| Ieq Capital, LLC | 11,683 | $1.67M | 0.03% | +926+8.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,623 | $1.66M | 0.12% | −25−0.2% | Reduced |
| GWM Advisors LLC | 11,614 | $1.66M | 0.02% | +2,068+21.7% | Added |
| Acadian Asset Management LLC | 11,569 | $1.65M | 0.01% | +3,232+38.8% | Added |
| Prospera Financial Services Inc | 11,285 | $1.61M | 0.05% | +11,285 | New |
| Wellington Shields Capital Management, LLC | 11,245 | $1.60M | 0.20% | 00.0% | Unchanged |
| Everence Capital Management Inc | 11,229 | $1.60M | 0.11% | +2,760+32.6% | Added |
| Personal Cfo Solutions, LLC | 11,202 | $1.60M | 0.28% | +1,209+12.1% | Added |
| Signet Financial Management, LLC | 10,984 | $1.57M | 0.23% | +10,984 | New |
| Donoghue Forlines LLC | 10,868 | $1.55M | 0.49% | −1,604−12.9% | Reduced |
| Moran Wealth Management, LLC | 10,823 | $1.54M | 0.05% | +10,823 | New |
| Erste Asset Management GmbH | 10,700 | $1.54M | 0.02% | −1,900−15.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 10,792 | $1.54M | 0.03% | −130,407−92.4% | Reduced |
| Wexford Capital LP | 10,752 | $1.53M | 0.33% | −1,766−14.1% | Reduced |
| Toroso Investments, LLC | 10,750 | $1.53M | 0.04% | +1,289+13.6% | Added |
| Premier Path Wealth Partners, LLC | 10,537 | $1.51M | 0.34% | +10,537 | New |
| New England Research & Management, Inc. | 10,525 | $1.50M | 0.80% | −400−3.7% | Reduced |
| Massachusetts Financial Services Co | 10,512 | $1.50M | 0.00% | −284,159−96.4% | Reduced |
| Stamos Capital Partners, L.P. | 10,470 | $1.49M | 0.41% | −19,380−64.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,326 | $1.47M | 0.04% | −10.0% | Reduced |
| Jeppson Wealth Management, LLC | 10,297 | $1.47M | 0.61% | +152+1.5% | Added |
| MBL Wealth, LLC | 10,211 | $1.46M | 0.18% | +110+1.1% | Added |
| Granger Management LLC | 10,204 | $1.46M | 0.53% | −150−1.4% | Reduced |
| Elequin Capital LP | 10,100 | $1.44M | 0.43% | +9,441+1,432.6% | Added |
| First Citizens Bank & Trust Co | 10,093 | $1.44M | 0.03% | −1,186−10.5% | Reduced |
| Clarius Group, LLC | 10,013 | $1.43M | 0.12% | +7,403+283.6% | Added |
| GAM Holding AG | 10,009 | $1.43M | 0.11% | −10,000−50.0% | Reduced |
| Mystic Asset Management, Inc. | 9,722 | $1.39M | 0.66% | +1,180+13.8% | Added |
| BCGM Wealth Management, LLC | 9,646 | $1.38M | 0.56% | −88−0.9% | Reduced |
| Quadrature Capital Ltd | 9,607 | $1.37M | 0.02% | +9,607 | New |
| Miracle Mile Advisors, LLC | 9,600 | $1.37M | 0.04% | +86+0.9% | Added |
| Greenleaf Trust | 9,569 | $1.36M | 0.01% | −491−4.9% | Reduced |
| Credit Agricole S A | 9,430 | $1.35M | 0.03% | +6,332+204.4% | Added |
| National Asset Management, Inc. | 9,406 | $1.34M | 0.04% | −1,574−14.3% | Reduced |
| Landscape Capital Management, L.L.C. | 9,390 | $1.34M | 0.12% | +9,390 | New |
| Vinva Investment Management Ltd | 9,268 | $1.34M | 0.09% | −228−2.4% | Reduced |
| Veriti Management LLC | 9,339 | $1.33M | 0.12% | +3,526+60.7% | Added |
| Squarepoint Ops LLC | 9,338 | $1.33M | 0.01% | −37,833−80.2% | Reduced |
| Assetmark, Inc | 9,252 | $1.32M | 0.00% | −1,161−11.1% | Reduced |
| Brinker Capital Investments, LLC | 9,217 | $1.31M | 0.02% | +997+12.1% | Added |
| Orion Portfolio Solutions, LLC | 9,217 | $1.31M | 0.02% | +997+12.1% | Added |
| Clear Street Markets LLC | 9,100 | $1.30M | 0.52% | +5,900+184.4% | Added |
| Penserra Capital Management LLC | 8,899 | $1.27M | 0.02% | −313−3.4% | Reduced |
| Valeo Financial Advisors, LLC | 8,769 | $1.25M | 0.05% | +174+2.0% | Added |
| NewEdge Wealth, LLC | 8,648 | $1.23M | 0.03% | −59−0.7% | Reduced |
| Mark Asset Management LP | 8,640 | $1.23M | 0.20% | −432−4.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 8,475 | $1.21M | 0.10% | −625−6.9% | Reduced |
| FDx Advisors, Inc. | 8,434 | $1.20M | 0.09% | +4,151+96.9% | Added |
| FJ Investments, LLC | 8,433 | $1.20M | 0.06% | +8,433 | New |
| Convergence Investment Partners, LLC | 8,349 | $1.19M | 0.62% | −345−4.0% | Reduced |
| Transcend Wealth Collective, LLC | 8,227 | $1.17M | 0.10% | −1,380−14.4% | Reduced |
| TCG Advisory Services, LLC | 8,219 | $1.17M | 0.08% | +8,219 | New |
| Versor Investments LP | 7,990 | $1.14M | 0.23% | +708+9.7% | Added |
| Pacific Global Investment Management CO | 7,860 | $1.12M | 0.23% | −1,143−12.7% | Reduced |
| Integrated Wealth Concepts LLC | 7,844 | $1.12M | 0.02% | −659−7.8% | Reduced |
| Qtron Investments LLC | 7,798 | $1.11M | 0.18% | +4,547+139.9% | Added |
| GTS Securities LLC | 7,762 | $1.11M | 0.02% | +4,084+111.0% | Added |
| Palogic Value Management, L.P. | 7,705 | $1.10M | 0.49% | +419+5.8% | Added |
| Bedel Financial Consulting, Inc. | 7,703 | $1.10M | 0.20% | −333−4.1% | Reduced |
| iA Global Asset Management Inc. | 7,572 | $1.08M | 0.02% | −2,129−21.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,513 | $1.07M | 0.06% | +555+8.0% | Added |
| Alberta Investment Management Corp | 7,500 | $1.07M | 0.01% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 7,454 | $1.06M | 0.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 7,447 | $1.06M | 0.01% | −15,462−67.5% | Reduced |
| Kinneret Advisory, LLC | 7,405 | $1.06M | 0.12% | −47−0.6% | Reduced |
| Cullen Capital Management LLC | 7,404 | $1.06M | 0.02% | +946+14.6% | Added |
| Scotia Capital Inc. | 7,397 | $1.06M | 0.01% | +910+14.0% | Added |
| Wetherby Asset Management Inc | 7,367 | $1.05M | 0.05% | −227−3.0% | Reduced |
| TrueWealth Advisors, LLC | 7,260 | $1.04M | 0.40% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 7,234 | $1.03M | 0.15% | +7,234 | New |
| Castle Rock Wealth Management, LLC | 7,333 | $1.03M | 0.31% | +312+4.4% | Added |
| Chesapeake Asset Management LLC | 7,200 | $1.03M | 0.92% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 7,200 | $1.03M | 0.01% | +7,200 | New |
| Verition Fund Management LLC | 7,164 | $1.02M | 0.01% | −6,759−48.5% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 7,150 | $1.02M | 0.25% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 7,122 | $1.02M | 0.05% | −91,560−92.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 7,035 | $1.00M | 0.45% | +136+2.0% | Added |
| Gifford Fong Associates | 7,000 | $998.0K | 0.21% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 6,977 | $995.2K | 0.11% | +482+7.4% | Added |
| Federation des caisses Desjardins du Quebec | 6,945 | $990.6K | 0.01% | −1,003−12.6% | Reduced |
| CWM, LLC | 6,914 | $986.0K | 0.01% | +502+7.8% | Added |
| Future Financial Wealth Managment LLC | 6,806 | $970.8K | 0.96% | +1,145+20.2% | Added |
| Strategic Advisors LLC | 6,800 | $970.0K | 0.18% | 00.0% | Unchanged |
| HRT Financial LP | 6,787 | $968.0K | 0.01% | −4,861−41.7% | Reduced |
| Equitable Holdings, Inc. | 6,785 | $967.8K | 0.01% | +1,084+19.0% | Added |
| ClearAlpha Technologies LP | 6,767 | $965.2K | 0.37% | +6,767 | New |
| Carmel Capital Partners, LLC | 6,719 | $958.4K | 0.49% | +228+3.5% | Added |
| Commerzbank Aktiengesellschaft | 6,697 | $956.0K | 0.04% | −829−11.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,676 | $952.3K | 0.16% | +3,945+144.5% | Added |
| Apollon Wealth Management, LLC | 6,663 | $950.4K | 0.03% | +3,730+127.2% | Added |
| Invst, LLC | 6,467 | $927.3K | 0.12% | −17−0.3% | Reduced |
| Assenagon Asset Management S.A. | 6,476 | $923.7K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 6,475 | $923.6K | 0.03% | −2,398−27.0% | Reduced |