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 |
|---|---|---|---|---|---|
| Great Lakes Advisors, LLC | 1,690 | $241.1K | 0.00% | −8,077−82.7% | Reduced |
| TD Private Client Wealth LLC | 1,689 | $240.9K | 0.01% | −2,184−56.4% | Reduced |
| Sloy Dahl & Holst, LLC | 1,680 | $239.6K | 0.05% | +1,680 | New |
| Kingswood Wealth Advisors, LLC | 1,679 | $239.4K | 0.03% | +1,679 | New |
| Neo Ivy Capital Management | 1,675 | $239.0K | 0.53% | +1,675 | New |
| Leo Wealth, LLC | 1,661 | $238.3K | 0.02% | +1,661 | New |
| Cornerstone Wealth Management, LLC | 1,668 | $237.9K | 0.02% | +1,668 | New |
| Meridian Wealth Management, LLC | 1,666 | $235.5K | 0.02% | +1,666 | New |
| Worth Venture Partners, LLC | 1,650 | $235.4K | 0.13% | +1,650 | New |
| Lindbrook Capital, LLC | 1,649 | $235.2K | 0.02% | +109+7.1% | Added |
| Paradigm Asset Management Co LLC | 1,635 | $233.2K | 0.06% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 1,634 | $233.1K | 0.08% | +1,634 | New |
| Godshalk Welsh Capital Management, Inc. | 1,625 | $231.8K | 0.17% | −500−23.5% | Reduced |
| Dearborn Partners LLC | 1,608 | $229.4K | 0.01% | +1,608 | New |
| Cidel Asset Management Inc | 1,600 | $228.2K | 0.01% | +1,600 | New |
| JFG Wealth Management, LLC | 1,600 | $228.2K | 0.07% | +1,600 | New |
| Icon Wealth Advisors, LLC | 1,597 | $227.7K | 0.02% | +1,597 | New |
| Deseret Mutual Benefit Administrators | 1,595 | $227.5K | 0.13% | −570−26.3% | Reduced |
| Kingsview Wealth Management, LLC | 1,592 | $227.1K | 0.01% | +1,592 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,572 | $224.2K | 0.04% | +1,572 | New |
| Verus Capital Partners, LLC | 1,572 | $224.2K | 0.03% | +1,572 | New |
| Carnegie Capital Asset Management, LLC | 1,554 | $221.7K | 0.01% | +1,554 | New |
| Hudson Valley Investment Advisors Inc | 1,550 | $220.6K | 0.03% | −1,242−44.5% | Reduced |
| Jacobi Capital Management LLC | 1,531 | $218.4K | 0.02% | +1,531 | New |
| ZRC Wealth Management, LLC | 2,019 | $218.1K | 0.13% | +2,019 | New |
| First National Bank | 1,528 | $218.0K | 0.17% | +1,528 | New |
| Fiduciary Trust Co | 1,527 | $217.8K | 0.00% | +1,527 | New |
| Abbrea Capital, LLC | 1,522 | $217.0K | 0.03% | +1,522 | New |
| Farther Finance Advisors, LLC | 1,515 | $216.2K | 0.02% | +873+136.0% | Added |
| RSM US Wealth Management LLC | 1,511 | $215.6K | 0.01% | +1,511 | New |
| William Allan, LLC | 1,510 | $215.0K | 0.15% | +1,510 | New |
| Constitution Capital LLC | 1,506 | $214.8K | 0.13% | +1,506 | New |
| Lavaca Capital LLC | 1,500 | $214.0K | 0.13% | +1,500 | New |
| Howard Capital Management Group, LLC | 1,490 | $212.5K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,471 | $209.8K | 0.01% | −18−1.2% | Reduced |
| Sage Mountain Advisors LLC | 1,470 | $209.7K | 0.02% | +1,470 | New |
| AlphaStar Capital Management, LLC | 1,468 | $209.4K | 0.02% | +1,468 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,467 | $209.3K | 0.06% | +1,467 | New |
| Abn Amro Investment Solutions | 1,449 | $206.7K | 0.00% | +1,449 | New |
| Delap Wealth Advisory, LLC | 1,433 | $204.4K | 0.09% | +1,433 | New |
| Capasso Planning Partners LLC | 1,431 | $204.1K | 0.10% | +1,431 | New |
| Indie Asset Partners, LLC | 1,423 | $203.0K | 0.18% | +1,423 | New |
| Blankinship & Foster, LLC | 1,422 | $202.8K | 0.06% | +1,422 | New |
| Fidelis Capital Partners, LLC | 1,419 | $202.4K | 0.04% | +1,419 | New |
| Compagnie Lombard Odier SCmA | 1,400 | $199.7K | 0.00% | −1,994−58.8% | Reduced |
| BBJS Financial Advisors, LLC | 1,399 | $199.6K | 0.07% | −5,033−78.2% | Reduced |
| Central Trust Co | 1,350 | $192.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,350 | $192.6K | 0.08% | +1,350 | New |
| Desjardins Global Asset Management Inc. | 1,314 | $187.4K | 0.02% | −382−22.5% | Reduced |
| AJOVista, LLC | 1,308 | $186.6K | 0.24% | +1,308 | New |
| Logan Capital Management Inc | 1,272 | $181.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,202 | $171.5K | 0.03% | +460+62.0% | Added |
| Thompson Investment Management, Inc. | 1,146 | $163.5K | 0.03% | +17+1.5% | Added |
| MV Capital Management, Inc. | 1,144 | $163.2K | 0.02% | +24+2.1% | Added |
| Clearstead Advisors, LLC | 1,093 | $155.9K | 0.01% | +20+1.9% | Added |
| Capstone Investment Advisors, LLC | 1,082 | $154.3K | 0.00% | −13,003−92.3% | Reduced |
| Motco | 1,027 | $146.5K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,020 | $145.5K | 0.07% | +1,020 | New |
| Massmutual Trust Co FSB | 1,008 | $143.8K | 0.00% | −231−18.6% | Reduced |
| Vestor Capital, LLC | 1,000 | $143.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,000 | $143.0K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 1,002 | $142.9K | 0.00% | +2+0.2% | Added |
| Rowland & Co Investment Counsel | 1,000 | $142.6K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $142.6K | 0.08% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,000 | $142.6K | 0.09% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 949 | $135.4K | 0.03% | 00.0% | Unchanged |
| Laffer Tengler Investments | 936 | $133.5K | 0.04% | −2−0.2% | Reduced |
| Leonteq Securities AG | 908 | $129.5K | 0.02% | −9,672−91.4% | Reduced |
| Stelac Advisory Services LLC | 881 | $125.7K | 0.07% | +881 | New |
| Ninepoint Partners LP | 873 | $124.5K | 0.02% | −261−23.0% | Reduced |
| Rosenberg Matthew Hamilton | 863 | $123.1K | 0.04% | −86−9.1% | Reduced |
| LM Advisors LLC | 858 | $122.4K | 0.02% | +858 | New |
| SYSTM Wealth Solutions LLC | 855 | $122.0K | 0.02% | +855 | New |
| Centaurus Financial, Inc. | 843 | $120.0K | 0.01% | +843 | New |
| Global Retirement Partners, LLC | 823 | $119.8K | 0.01% | +370+81.7% | Added |
| Cullen/Frost Bankers, Inc. | 828 | $118.1K | 0.00% | +28+3.5% | Added |
| Silvant Capital Management LLC | 821 | $117.1K | 0.01% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 808 | $116.6K | 0.00% | +808 | New |
| First Foundation Advisors | 803 | $114.5K | 0.01% | +803 | New |
| Allworth Financial LP | 795 | $113.4K | 0.00% | −345−30.3% | Reduced |
| Tobam | 769 | $110.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 770 | $109.8K | 0.00% | +100+14.9% | Added |
| First Financial Corp | 748 | $106.7K | 0.05% | +131+21.2% | Added |
| Park Place Capital Corp | 722 | $103.0K | 0.04% | −789−52.2% | Reduced |
| Montag A & Associates Inc | 702 | $100.1K | 0.01% | 00.0% | Unchanged |
| Mango Five Family, Inc. | 700 | $99.8K | 0.04% | +700 | New |
| Proequities, Inc. | 687 | $98.0K | 0.01% | −1,741−71.7% | Reduced |
| Credential Qtrade Securities Inc. | 674 | $96.1K | 0.01% | −963−58.8% | Reduced |
| Rockbridge Investment Management, LCC | 668 | $95.3K | 0.01% | +668 | New |
| Hexagon Capital Partners LLC | 665 | $94.7K | 0.02% | +193+40.9% | Added |
| Abich Financial Wealth Management LLC | 657 | $93.7K | 0.09% | +657 | New |
| Concord Wealth Partners | 632 | $90.1K | 0.02% | −143−18.5% | Reduced |
| CVA Family Office, LLC | 624 | $89.0K | 0.02% | +624 | New |
| Bokf, NA | 621 | $88.6K | 0.00% | −434−41.1% | Reduced |
| Systematic Alpha Investments, LLC | 614 | $87.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 598 | $85.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 767 | $82.0K | 0.00% | +331+75.9% | Added |
| Salem Investment Counselors Inc | 563 | $80.3K | 0.00% | +80+16.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 554 | $79.0K | 0.01% | +210+61.0% | Added |
| Capital Analysts, LLC | 546 | $78.0K | 0.00% | −44−7.5% | Reduced |