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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 3,692 | $527.6K | 0.04% | +3,692 | New |
| JDM Financial Group LLC | 3,686 | $525.7K | 0.44% | +12+0.3% | Added |
| ING Groep NV | 3,668 | $523.2K | 0.00% | +2,887+369.7% | Added |
| Ghe, LLC | 3,652 | $521.0K | 0.33% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 3,635 | $518.5K | 0.01% | −198−5.2% | Reduced |
| NorthRock Partners, LLC | 3,627 | $517.3K | 0.02% | +1,357+59.8% | Added |
| Ameritas Investment Partners, Inc. | 3,625 | $517.1K | 0.02% | −151−4.0% | Reduced |
| Portman Square Capital LLP | 3,599 | $513.4K | 0.09% | +3,599 | New |
| Siemens Fonds Invest GmbH | 3,579 | $510.5K | 0.04% | +844+30.9% | Added |
| Gables Capital Management Inc. | 3,565 | $508.5K | 0.32% | −100−2.7% | Reduced |
| CAPROCK Group, Inc. | 3,564 | $508.5K | 0.03% | +369+11.5% | Added |
| Portside Wealth Group, LLC | 3,541 | $505.1K | 0.09% | +3,541 | New |
| We Are One Seven, LLC | 3,533 | $504.0K | 0.03% | +395+12.6% | Added |
| Cigna Investments Inc | 3,500 | $499.0K | 0.10% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,492 | $498.1K | 0.02% | +153+4.6% | Added |
| Bradley Foster & Sargent Inc | 3,491 | $498.0K | 0.01% | −72−2.0% | Reduced |
| Schulhoff & Co Inc | 3,466 | $494.4K | 0.24% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 3,455 | $492.9K | 0.50% | +3,455 | New |
| Tobias Financial Advisors, Inc. | 3,440 | $490.6K | 0.12% | +70+2.1% | Added |
| Wintrust Investments LLC | 3,429 | $489.0K | 0.05% | −84−2.4% | Reduced |
| Lantern Wealth Advisors, LLC | 3,416 | $487.3K | 0.38% | +3,416 | New |
| Schechter Investment Advisors, LLC | 3,403 | $485.5K | 0.04% | +81+2.4% | Added |
| HighPoint Advisor Group LLC | 3,213 | $485.0K | 0.03% | +3,213 | New |
| Joel Isaacson & Co., LLC | 3,396 | $484.4K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 3,389 | $483.4K | 0.53% | +3,389 | New |
| Savant Capital, LLC | 3,373 | $481.2K | 0.01% | −109−3.1% | Reduced |
| Morningstar Investment Management LLC | 3,353 | $478.0K | 0.05% | −867−20.5% | Reduced |
| Ostrum Asset Management | 3,312 | $472.4K | 0.04% | −3,740−53.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $470.7K | 0.16% | 00.0% | Unchanged |
| Algert Global LLC | 3,295 | $470.0K | 0.02% | +3,295 | New |
| Point72 Europe (London) LLP | 3,271 | $466.6K | 0.06% | +3,271 | New |
| Prudent Man Advisors, LLC | 3,270 | $466.4K | 0.17% | −27−0.8% | Reduced |
| Rothschild Investment LLC | 3,270 | $466.4K | 0.04% | +3,270 | New |
| Lazari Capital Management, Inc. | 3,254 | $464.1K | 0.27% | −15−0.5% | Reduced |
| Reuter James Wealth Management, LLC | 3,225 | $460.0K | 0.31% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,221 | $459.4K | 0.03% | −930−22.4% | Reduced |
| Titleist Asset Management, LLC | 3,211 | $458.0K | 0.08% | −318−9.0% | Reduced |
| Eqis Capital Management, Inc. | 3,203 | $456.9K | 0.04% | −411−11.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,187 | $454.6K | 0.03% | +53+1.7% | Added |
| Wright Investors Service Inc | 3,180 | $453.6K | 0.13% | −4,626−59.3% | Reduced |
| Sunbelt Securities, Inc. | 3,178 | $453.3K | 0.06% | −100−3.1% | Reduced |
| Quadrant Capital Group LLC | 3,168 | $451.9K | 0.04% | −103−3.1% | Reduced |
| InTrack Investment Management Inc | 3,168 | $451.9K | 0.34% | −689−17.9% | Reduced |
| KLCM Advisors, Inc. | 3,144 | $448.5K | 0.07% | +3,144 | New |
| Capital Investment Advisors, LLC | 3,132 | $446.8K | 0.01% | +161+5.4% | Added |
| Cohen Klingenstein LLC | 3,100 | $442.2K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 3,079 | $439.2K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,066 | $437.4K | 0.01% | −627−17.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,018 | $430.4K | 0.01% | +3,018 | New |
| Sigma Planning Corp | 3,016 | $430.1K | 0.03% | −1,839−37.9% | Reduced |
| First Dallas Securities Inc. | 3,000 | $428.0K | 0.22% | +3,000 | New |
| Merrion Investment Management Co, LLC | 3,000 | $427.9K | 0.34% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,000 | $427.9K | 0.14% | 00.0% | Unchanged |
| Accuvest Global Advisors | 2,987 | $426.1K | 0.45% | −1,873−38.5% | Reduced |
| Embree Financial Group | 2,973 | $424.1K | 0.09% | +2,973 | New |
| First National Bank Sioux Falls | 2,965 | $422.9K | 0.22% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 2,957 | $421.7K | 0.16% | −36−1.2% | Reduced |
| Westpac Banking Corp | 2,946 | $420.2K | 0.03% | −8,211−73.6% | Reduced |
| Lederer & Associates Investment Counsel | 2,938 | $419.0K | 0.31% | −97−3.2% | Reduced |
| Mutual Advisors, LLC | 2,933 | $418.3K | 0.01% | −470−13.8% | Reduced |
| Sage Investment Advisers LLC | 2,930 | $418.0K | 0.51% | −481−14.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,915 | $415.8K | 0.15% | +450+18.3% | Added |
| Strategic Advocates LLC | 2,914 | $415.6K | 0.18% | −1,158−28.4% | Reduced |
| Proficio Capital Partners LLC | 2,895 | $412.9K | 0.05% | +235+8.8% | Added |
| Camelot Portfolios, LLC | 2,887 | $411.7K | 0.24% | +865+42.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 2,879 | $410.7K | 0.02% | +263+10.1% | Added |
| Coco Enterprises, LLC | 2,866 | $408.8K | 0.30% | +3+0.1% | Added |
| Cornerstone Advisory, LLC | 2,854 | $407.1K | 0.06% | +70+2.5% | Added |
| Market Street Wealth Management Advisors LLC | 2,827 | $403.2K | 0.08% | −23−0.8% | Reduced |
| Moors & Cabot, Inc. | 2,826 | $403.1K | 0.03% | +36+1.3% | Added |
| Mogy Joel R Investment Counsel Inc | 2,825 | $403.0K | 0.03% | −425−13.1% | Reduced |
| First National Bank of Omaha | 2,800 | $399.4K | 0.03% | −300−9.7% | Reduced |
| Balentine LLC | 2,798 | $399.2K | 0.01% | +337+13.7% | Added |
| NBC Securities, Inc. | 2,795 | $398.0K | 0.04% | −84−2.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,777 | $396.1K | 0.16% | −100−3.5% | Reduced |
| Washington Trust Bank | 2,773 | $395.5K | 0.04% | −48−1.7% | Reduced |
| Autumn Glory Partners, LLC | 2,710 | $394.4K | 0.22% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 2,746 | $391.7K | 0.22% | −518−15.9% | Reduced |
| Johnson Investment Counsel Inc | 2,731 | $389.6K | 0.00% | −282−9.4% | Reduced |
| Stratos Wealth Partners, LTD. | 2,722 | $388.3K | 0.01% | +208+8.3% | Added |
| Cipher Capital LP | 2,719 | $387.8K | 0.13% | +2,719 | New |
| McMahon Financial Advisors, LLC | 2,700 | $385.1K | 0.11% | +2,700 | New |
| Inspire Trust Co, N.A. | 2,700 | $385.1K | 0.40% | +2,700 | New |
| Edmp, Inc. | 2,696 | $384.6K | 0.35% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,694 | $384.3K | 0.05% | +2,694 | New |
| Graypoint LLC | 2,685 | $382.9K | 0.03% | +185+7.4% | Added |
| Conning Inc. | 2,668 | $380.6K | 0.01% | −20−0.7% | Reduced |
| Harbor Investment Advisory, LLC | 2,668 | $380.5K | 0.04% | −649−19.6% | Reduced |
| Octavia Wealth Advisors, LLC | 2,648 | $377.8K | 0.07% | −124−4.5% | Reduced |
| O'Rourke & Company, Inc | 2,597 | $370.0K | 0.24% | +209+8.8% | Added |
| IFP Advisors, Inc | 2,594 | $369.9K | 0.02% | −1,385−34.8% | Reduced |
| Merit Financial Group, LLC | 2,591 | $369.5K | 0.01% | −383−12.9% | Reduced |
| Larson Financial Group LLC | 2,589 | $369.3K | 0.03% | +47+1.8% | Added |
| Trust Co | 2,581 | $368.2K | 0.05% | −163−5.9% | Reduced |
| Kestra Private Wealth Services, LLC | 2,579 | $367.9K | 0.01% | +2,579 | New |
| GAMMA Investing LLC | 2,620 | $363.2K | 0.10% | +2,620 | New |
| Stratos Wealth Advisors, LLC | 2,521 | $359.7K | 0.02% | +8+0.3% | Added |
| Morningstar Investment Services LLC | 2,480 | $358.0K | 0.00% | +2,480 | New |
| Welch Group, LLC | 2,509 | $357.9K | 0.02% | +6+0.2% | Added |
| Moody Lynn & Lieberson, LLC | 2,500 | $356.6K | 0.03% | −25−1.0% | Reduced |