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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 6,454 | $920.6K | 0.12% | −454−6.6% | Reduced |
| Cetera Advisors LLC | 6,421 | $915.9K | 0.01% | −4,301−40.1% | Reduced |
| Brown Advisory Inc | 6,381 | $910.1K | 0.00% | +353+5.9% | Added |
| Edmond de Rothschild Holding S.A. | 6,356 | $906.6K | 0.02% | −9,369−59.6% | Reduced |
| Steel Peak Wealth Management LLC | 6,267 | $893.9K | 0.05% | −96,424−93.9% | Reduced |
| MSH Capital Advisors LLC | 6,245 | $890.8K | 0.33% | −161−2.5% | Reduced |
| Summit Global Investments | 6,227 | $888.0K | 0.06% | −27,075−81.3% | Reduced |
| Marino, Stram & Associates LLC | 6,202 | $884.7K | 0.23% | +170+2.8% | Added |
| Solidarilty Wealth, LLC | 6,170 | $880.1K | 0.32% | −200−3.1% | Reduced |
| Verdence Capital Advisors LLC | 6,048 | $862.7K | 0.08% | −202−3.2% | Reduced |
| Sequoia Financial Advisors, LLC | 6,034 | $860.7K | 0.01% | +2,406+66.3% | Added |
| Gabelli Funds LLC | 6,000 | $855.8K | 0.01% | −9,250−60.7% | Reduced |
| Sawtooth Solutions, LLC | 5,955 | $849.4K | 0.02% | +340+6.1% | Added |
| Bleakley Financial Group, LLC | 5,955 | $849.4K | 0.03% | +340+6.1% | Added |
| Syon Capital LLC | 5,929 | $845.7K | 0.09% | +2,441+70.0% | Added |
| Ausdal Financial Partners, Inc. | 5,901 | $841.8K | 0.10% | −445−7.0% | Reduced |
| Raymond James Trust N.A. | 5,819 | $830.0K | 0.02% | +1,185+25.6% | Added |
| Adams Asset Advisors, LLC | 5,789 | $825.7K | 0.11% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 5,738 | $818.5K | 0.04% | +9+0.2% | Added |
| Cullinan Associates Inc | 5,720 | $815.9K | 0.05% | −710−11.0% | Reduced |
| Impact Partnership Wealth, LLC | 5,702 | $813.3K | 0.30% | +1,264+28.5% | Added |
| Wellington Shields & Co., LLC | 5,700 | $813.0K | 0.30% | +500+9.6% | Added |
| Wedmont Private Capital | 5,687 | $809.3K | 0.07% | +1,986+53.7% | Added |
| Jamison Private Wealth Management, Inc. | 5,665 | $808.0K | 0.15% | +631+12.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 5,659 | $807.0K | 0.02% | −3,821−40.3% | Reduced |
| Wedbush Securities Inc | 5,655 | $807.0K | 0.04% | +227+4.2% | Added |
| Intrua Financial, LLC | 5,612 | $800.5K | 0.13% | +2,548+83.2% | Added |
| Profund Advisors LLC | 5,584 | $796.5K | 0.03% | +770+16.0% | Added |
| Sound View Wealth Advisors Group, LLC | 5,563 | $793.6K | 0.09% | +83+1.5% | Added |
| Keybank National Association | 5,488 | $782.8K | 0.00% | +290+5.6% | Added |
| Checchi Capital Advisers, LLC | 5,465 | $779.5K | 0.06% | −35−0.6% | Reduced |
| Avantax Advisory Services, Inc. | 5,459 | $778.7K | 0.01% | +86+1.6% | Added |
| Sumitomo Life Insurance Co | 5,430 | $774.5K | 0.02% | −25−0.5% | Reduced |
| Qube Research & Technologies Ltd | 5,401 | $770.4K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,363 | $764.9K | 0.01% | +971+22.1% | Added |
| Boston Private Wealth LLC | 5,331 | $760.3K | 0.02% | +1,224+29.8% | Added |
| Greenland Capital Management LP | 5,200 | $741.7K | 0.11% | +5,200 | New |
| Coldstream Capital Management Inc | 5,192 | $740.6K | 0.02% | +77+1.5% | Added |
| Monument Capital Management | 5,191 | $740.5K | 0.24% | +2,161+71.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 5,169 | $737.2K | 0.03% | −848−14.1% | Reduced |
| Kestra Advisory Services, LLC | 5,163 | $736.4K | 0.01% | +5,163 | New |
| Ellevest, Inc. | 5,152 | $734.9K | 0.05% | +1,686+48.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $731.7K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 5,125 | $731.0K | 0.23% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 5,093 | $726.5K | 0.15% | −780−13.3% | Reduced |
| Independent Financial Group, LLC | 5,078 | $724.3K | 0.04% | +680+15.5% | Added |
| CIBC Private Wealth Group, LLC | 5,017 | $715.6K | 0.00% | +696+16.1% | Added |
| Flagship Harbor Advisors, LLC | 5,013 | $715.1K | 0.05% | +676+15.6% | Added |
| American Assets Inc | 5,000 | $713.2K | 0.28% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,947 | $705.6K | 0.02% | +175+3.7% | Added |
| Quest Partners LLC | 4,942 | $704.9K | 0.15% | +4,942 | New |
| First Hawaiian Bank | 4,924 | $702.4K | 0.02% | −233−4.5% | Reduced |
| Highline Wealth Partners LLC | 4,842 | $690.7K | 0.33% | 00.0% | Unchanged |
| AFS Financial Group, LLC | 4,822 | $687.8K | 0.65% | −7,741−61.6% | Reduced |
| HB Wealth Management, LLC | 4,768 | $680.1K | 0.01% | +1,290+37.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,741 | $676.0K | 0.01% | +88+1.9% | Added |
| Balanced Rock Investment Advisor | 4,734 | $675.3K | 0.60% | +4,734 | New |
| Horizon Investments, LLC | 4,709 | $671.7K | 0.02% | +188+4.2% | Added |
| Ninety One SA (PTY) Ltd | 4,705 | $671.1K | 0.10% | −1,103−19.0% | Reduced |
| Diversified Trust Co | 4,699 | $670.3K | 0.02% | +4,699 | New |
| Wolverine Trading, LLC | 4,696 | $669.8K | 0.01% | −19,506−80.6% | Reduced |
| Emergent Wealth Advisors, LLC | 4,645 | $662.5K | 0.62% | +4,645 | New |
| Griffin Asset Management, Inc. | 4,625 | $659.8K | 0.08% | 00.0% | Unchanged |
| Stephens Inc | 4,577 | $652.8K | 0.01% | +143+3.2% | Added |
| Pekin Hardy Strauss, Inc. | 4,575 | $652.6K | 0.10% | −200−4.2% | Reduced |
| Gilman Hill Asset Management, LLC | 4,551 | $649.2K | 0.12% | −1,200−20.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 4,536 | $647.0K | 0.27% | +602+15.3% | Added |
| Parallel Advisors, LLC | 4,515 | $644.1K | 0.02% | −1,249−21.7% | Reduced |
| Foster & Motley Inc | 4,458 | $636.0K | 0.05% | −3,639−44.9% | Reduced |
| United Advisor Group, LLC | 4,450 | $635.6K | 0.77% | +4,450 | New |
| Heritage Trust Co | 4,454 | $635.3K | 0.09% | +895+25.1% | Added |
| NEOS Investment Management LLC | 4,400 | $627.6K | 0.06% | +1,391+46.2% | Added |
| Belpointe Asset Management LLC | 4,395 | $627.0K | 0.06% | −6−0.1% | Reduced |
| Insigneo Advisory Services, LLC | 4,340 | $619.1K | 0.09% | −888−17.0% | Reduced |
| Rossmore Private Capital | 4,250 | $606.2K | 0.09% | +50+1.2% | Added |
| Alta Wealth Advisors LLC | 4,233 | $603.8K | 0.34% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 4,209 | $600.4K | 0.00% | +233+5.9% | Added |
| VELA Investment Management, LLC | 4,183 | $596.7K | 0.24% | −873−17.3% | Reduced |
| Nabity-Jensen Investment Management Inc | 4,141 | $590.7K | 0.53% | +4,141 | New |
| Oak Grove Capital LLC | 4,100 | $584.8K | 0.19% | −200−4.7% | Reduced |
| Resource Consulting Group Inc | 4,078 | $581.7K | 0.10% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 4,056 | $578.5K | 0.09% | +1,133+38.8% | Added |
| Los Angeles Capital Management LLC | 4,043 | $576.7K | 0.00% | +9+0.2% | Added |
| Banque Cantonale Vaudoise | 4,026 | $574.0K | 0.02% | −5,779−58.9% | Reduced |
| IHT Wealth Management, LLC | 4,021 | $573.6K | 0.03% | −47−1.2% | Reduced |
| Resources Investment Advisors, LLC. | 4,009 | $571.8K | 0.01% | −197−4.7% | Reduced |
| Pitcairn Co | 4,006 | $571.4K | 0.04% | −42−1.0% | Reduced |
| EJF Capital LLC | 4,000 | $570.6K | 0.30% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,966 | $565.7K | 0.04% | +863+27.8% | Added |
| Regal Investment Advisors LLC | 3,947 | $562.9K | 0.04% | +3,947 | New |
| Ballentine Partners, LLC | 3,922 | $559.4K | 0.01% | +684+21.1% | Added |
| Geller Advisors LLC | 3,898 | $556.0K | 0.05% | −257−6.2% | Reduced |
| Element Wealth, LLC | 3,849 | $549.1K | 0.34% | −258−6.3% | Reduced |
| Tritonpoint Wealth, LLC | 3,804 | $542.6K | 0.05% | +3,804 | New |
| Beacon Investment Advisors LLC | 3,781 | $539.4K | 0.34% | +23+0.6% | Added |
| Ofi Invest Asset Management | 4,130 | $533.3K | 0.02% | −847−17.0% | Reduced |
| DFPG Investments, LLC | 3,804 | $532.8K | 0.04% | +3,804 | New |
| American Investment Services, Inc. | 3,730 | $532.0K | 0.10% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,729 | $531.9K | 0.27% | −137−3.5% | Reduced |
| RS Crum Inc. | 3,709 | $529.1K | 0.16% | 00.0% | Unchanged |