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 |
|---|---|---|---|---|---|
| Financial Sense Advisors, Inc. | 2,500 | $356.6K | 0.13% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 2,498 | $356.3K | 0.08% | −350−12.3% | Reduced |
| Principal Securities, Inc. | 2,467 | $351.9K | 0.01% | +2,467 | New |
| Hutchens & Kramer Investment Management Group, LLC | 2,450 | $349.5K | 0.25% | −160−6.1% | Reduced |
| Kaizen Financial Strategies | 2,420 | $345.1K | 0.26% | +43+1.8% | Added |
| Bard Financial Services, Inc. | 2,415 | $344.5K | 0.04% | +165+7.3% | Added |
| Renaissance Group LLC | 2,404 | $342.6K | 0.01% | −9−0.4% | Reduced |
| Silverleafe Capital Partners, LLC | 2,400 | $342.3K | 0.16% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 2,400 | $342.3K | 0.03% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,391 | $341.1K | 0.00% | −77−3.1% | Reduced |
| Good Life Advisors, LLC | 2,380 | $339.5K | 0.03% | −230−8.8% | Reduced |
| RMR Wealth Builders | 2,370 | $338.1K | 0.05% | +27+1.2% | Added |
| Shell Asset Management Co | 2,373 | $338.0K | 0.02% | −592−20.0% | Reduced |
| Intrust Bank NA | 2,341 | $333.9K | 0.04% | −76−3.1% | Reduced |
| Financial Advisors Network, Inc. | 2,305 | $328.8K | 0.07% | −5−0.2% | Reduced |
| Oxford Financial Group Ltd | 2,296 | $327.5K | 0.02% | +260+12.8% | Added |
| Alpha Cubed Investments, LLC | 2,285 | $325.9K | 0.02% | −1,400−38.0% | Reduced |
| Nilsine Partners, LLC | 2,283 | $325.6K | 0.05% | +138+6.4% | Added |
| Legacy Financial Advisors, Inc. | 2,283 | $325.6K | 0.06% | +61+2.7% | Added |
| Harvest Portfolios Group Inc. | 2,272 | $324.1K | 0.01% | −653−22.3% | Reduced |
| Moody National Bank Trust Division | 2,259 | $322.2K | 0.03% | −3,107−57.9% | Reduced |
| LJI Wealth Management, LLC | 2,231 | $318.2K | 0.08% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 2,230 | $318.2K | 0.02% | +2,230 | New |
| Manchester Capital Management LLC | 2,229 | $317.9K | 0.04% | −211−8.6% | Reduced |
| Rehmann Capital Advisory Group | 2,225 | $317.4K | 0.03% | −118−5.0% | Reduced |
| KMG Fiduciary Partners, LLC | 2,218 | $316.3K | 0.04% | +46+2.1% | Added |
| Novare Capital Management LLC | 2,210 | $315.2K | 0.03% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,207 | $314.9K | 0.16% | −261−10.6% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,199 | $313.7K | 0.06% | +21+1.0% | Added |
| Pinnacle Associates Ltd | 2,198 | $313.6K | 0.01% | −13−0.6% | Reduced |
| FNY Investment Advisers, LLC | 2,200 | $313.0K | 0.35% | +2,200 | New |
| Walter & Keenan Financial Consulting Co | 2,178 | $310.7K | 0.11% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 2,171 | $309.7K | 0.06% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,153 | $307.1K | 0.01% | −251−10.4% | Reduced |
| Skopos Labs, Inc. | 2,151 | $306.8K | 0.15% | +2,151 | New |
| Stock Yards Bank & Trust Co | 2,134 | $304.4K | 0.01% | +106+5.2% | Added |
| Lafayette Investments, Inc. | 2,125 | $303.1K | 0.08% | −300−12.4% | Reduced |
| Augustine Asset Management Inc | 2,123 | $302.8K | 0.13% | −1,821−46.2% | Reduced |
| Waddell & Associates, LLC | 2,112 | $301.3K | 0.04% | −190−8.3% | Reduced |
| Ci Investments Inc. | 2,105 | $300.0K | 0.00% | +1,167+124.4% | Added |
| Cladis Investment Advisory, LLC | 2,100 | $299.5K | 0.24% | +2,100 | New |
| Umb Bank N A | 2,096 | $299.0K | 0.00% | −136−6.1% | Reduced |
| Wealthsource Partners, LLC | 2,093 | $298.5K | 0.02% | +44+2.1% | Added |
| Mesirow Financial Investment Management, Inc. | 2,092 | $298.4K | 0.01% | +2,092 | New |
| Lincoln National Corp | 2,081 | $296.9K | 0.01% | −418−16.7% | Reduced |
| Cetera Trust Company, N.A | 2,075 | $296.0K | 0.18% | +2,075 | New |
| Manchester Financial Inc | 2,068 | $295.0K | 0.08% | +2+0.1% | Added |
| PFG Investments, LLC | 2,061 | $294.0K | 0.05% | −220−9.6% | Reduced |
| Simmons Bank | 2,056 | $293.3K | 0.02% | −119−5.5% | Reduced |
| Rockland Trust Co | 2,050 | $292.4K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,043 | $291.4K | 0.00% | −2,558−55.6% | Reduced |
| Resonant Capital Advisors, LLC | 2,037 | $290.6K | 0.03% | +26+1.3% | Added |
| White Pine Capital LLC | 2,025 | $288.8K | 0.11% | −80−3.8% | Reduced |
| Infrastructure Capital Advisors, LLC | 2,022 | $288.4K | 0.04% | +2,005+11,794.1% | Added |
| Atlas Private Wealth Advisors | 2,000 | $285.3K | 0.05% | 00.0% | Unchanged |
| Regions Financial Corp | 1,988 | $283.6K | 0.00% | +1+0.1% | Added |
| Lakeview Capital Partners, LLC | 1,985 | $283.1K | 0.05% | −9−0.5% | Reduced |
| Harvest Fund Management Co., Ltd | 1,985 | $283.0K | 0.04% | +722+57.2% | Added |
| Williams Jones Wealth Management, LLC. | 1,973 | $281.4K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,969 | $280.9K | 0.00% | −290−12.8% | Reduced |
| Kovack Advisors, Inc. | 1,967 | $280.6K | 0.03% | +1,967 | New |
| IFG Advisory, LLC | 1,966 | $280.5K | 0.02% | −36−1.8% | Reduced |
| MRP Capital Investments, LLC | 1,955 | $278.9K | 0.30% | −4,836−71.2% | Reduced |
| Beaumont Asset Management, L.L.C. | 1,943 | $277.1K | 0.20% | −1,904−49.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,930 | $275.3K | 0.05% | −1,660−46.2% | Reduced |
| Shelton Capital Management | 1,930 | $275.3K | 0.01% | −155−7.4% | Reduced |
| Smithfield Trust Co | 1,905 | $272.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,904 | $271.6K | 0.02% | −6,200−76.5% | Reduced |
| CSS LLC | 1,900 | $271.0K | 0.02% | −1,200−38.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,889 | $269.4K | 0.02% | +1,889 | New |
| Buckingham Strategic Wealth, LLC | 1,879 | $268.0K | 0.00% | +1,879 | New |
| Valley Forge Investment Consultants Inc Adv | 1,879 | $268.0K | 0.12% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,867 | $266.3K | 0.17% | −115−5.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,848 | $264.0K | 0.04% | −483−20.7% | Reduced |
| Capital Square, LLC | 1,846 | $263.4K | 0.30% | +1,846 | New |
| Vicus Capital | 1,844 | $263.0K | 0.03% | +1,844 | New |
| Tiaa Trust, National Association | 1,844 | $263.0K | 0.00% | −617−25.1% | Reduced |
| SageView Advisory Group, LLC | 1,876 | $261.3K | 0.01% | −1,725−47.9% | Reduced |
| Evergreen Capital Management LLC | 1,831 | $261.2K | 0.01% | −2,752−60.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,831 | $261.2K | 0.07% | −43−2.3% | Reduced |
| Everhart Financial Group, Inc. | 1,805 | $257.5K | 0.09% | +1,805 | New |
| Clearwater Capital Advisors, LLC | 1,800 | $256.8K | 0.03% | +1,800 | New |
| All Season Financial Advisors, Inc. | 1,799 | $256.7K | 0.22% | +1,799 | New |
| Viawealth, LLC | 1,792 | $255.6K | 0.18% | −232−11.5% | Reduced |
| Mission Wealth Management, LP | 1,789 | $255.2K | 0.01% | −81−4.3% | Reduced |
| SkyOak Wealth, LLC | 1,784 | $254.5K | 0.07% | +1,784 | New |
| Whalerock Point Partners, LLC | 1,776 | $253.3K | 0.08% | −389−18.0% | Reduced |
| Catalytic Wealth RIA, LLC | 1,771 | $252.6K | 0.11% | +1,771 | New |
| V-Square Quantitative Management LLC | 1,755 | $250.3K | 0.06% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 1,745 | $248.9K | 0.03% | +1,745 | New |
| Kessler Investment Group, LLC | 1,744 | $248.8K | 0.15% | +1,744 | New |
| PAX Financial Group, LLC | 1,726 | $248.7K | 0.05% | +1,726 | New |
| Avestar Capital, LLC | 1,742 | $248.5K | 0.03% | +1,742 | New |
| Childress Capital Advisors, LLC | 1,742 | $248.5K | 0.07% | +1,742 | New |
| World Equity Group, Inc. | 1,742 | $248.5K | 0.05% | +1,742 | New |
| Ridgewood Investments LLC | 1,739 | $248.0K | 0.15% | +1,739 | New |
| North Star Investment Management Corp. | 1,730 | $246.8K | 0.02% | −10−0.6% | Reduced |
| Sentry Investment Management LLC | 1,718 | $245.0K | 0.11% | −184−9.7% | Reduced |
| Strategic Wealth Designers | 1,703 | $242.9K | 0.04% | +1,703 | New |
| Abel Hall, LLC | 1,702 | $242.8K | 0.21% | +1,702 | New |