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, Q1 2024
Institutional positions in Simon Property Group Inc. as of Mar 31, 2024. 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
- 1,084
- +46 vs. Q4 2023
- Shares held
- 290.1M
- −148.0K (−0.1%) vs. Q4 2023
- Total value
- $45.3B
- +$4.00B (+9.7%) vs. Q4 2023
- New holders
- 124
- 394 more added
- Sold out
- 78
- 378 more reduced
18 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 46,380,446 | $7.26B | 0.14% | +672,941+1.5% | Added |
| BlackRock Inc. | 33,782,276 | $5.29B | 0.12% | +190,196+0.6% | Added |
| State Street Corp | 21,191,638 | $3.32B | 0.15% | −1,545,364−6.8% | Reduced |
| Cohen & Steers, Inc. | 20,597,320 | $3.22B | 6.74% | −2,375,799−10.3% | Reduced |
| Norges Bank | 18,167,102 | $2.84B | 0.45% | +211,540+1.2% | Added |
| Geode Capital Management, LLC | 8,904,031 | $1.39B | 0.13% | +242,502+2.8% | Added |
| Morgan Stanley | 5,611,958 | $878.2M | 0.07% | −170,009−2.9% | Reduced |
| FMR LLC | 5,408,056 | $846.3M | 0.06% | −266,540−4.7% | Reduced |
| Dimensional Fund Advisors LP | 4,640,430 | $726.2M | 0.20% | −2,327−0.1% | Reduced |
| JPMorgan Chase & Co | 4,623,153 | $723.5M | 0.06% | +344,530+8.1% | Added |
| Price T Rowe Associates Inc | 4,432,404 | $693.6M | 0.09% | −88,877−2.0% | Reduced |
| Nuveen Asset Management, LLC | 4,405,277 | $690.0M | 0.20% | −7,008−0.2% | Reduced |
| Legal & General Group Plc | 4,388,482 | $686.8M | 0.20% | −47,416−1.1% | Reduced |
| Daiwa Securities Group Inc. | 4,206,317 | $658.2M | 3.71% | −711,270−14.5% | Reduced |
| Northern Trust Corp | 3,881,605 | $607.4M | 0.10% | −99,113−2.5% | Reduced |
| Charles Schwab Investment Management Inc | 3,608,277 | $564.7M | 0.13% | +70,622+2.0% | Added |
| Invesco Ltd. | 3,382,731 | $529.4M | 0.11% | +994,128+41.6% | Added |
| Deutsche Bank AG | 2,768,486 | $433.2M | 0.20% | +78,968+2.9% | Added |
| UBS Asset Management Americas Inc | 2,691,445 | $421.2M | 0.15% | −127,328−4.5% | Reduced |
| Bank of New York Mellon Corp | 2,542,372 | $397.9M | 0.08% | −74,402−2.8% | Reduced |
| Smead Capital Management, Inc. | 2,399,145 | $375.4M | 5.86% | +98,169+4.3% | Added |
| Boston Partners | 2,321,228 | $363.2M | 0.43% | +92,648+4.2% | Added |
| Goldman Sachs Group Inc | 2,067,581 | $323.6M | 0.07% | −769,286−27.1% | Reduced |
| Bank of America Corp | 1,915,372 | $299.7M | 0.03% | +482,872+33.7% | Added |
| Wellington Management Group LLP | 1,865,242 | $291.9M | 0.05% | +1,375,055+280.5% | Added |
| Cbre Clarion Securities LLC | 1,846,877 | $289.0M | 5.35% | −175,242−8.7% | Reduced |
| Centersquare Investment Management LLC | 1,814,206 | $255.0M | 2.94% | +78,866+4.5% | Added |
| Russell Investments Group, Ltd. | 1,607,721 | $251.5M | 0.40% | −45,331−2.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,497,696 | $234.4M | 0.16% | −88,480−5.6% | Reduced |
| Prudential Financial Inc | 1,469,049 | $229.9M | 0.32% | −8,281−0.6% | Reduced |
| Principal Financial Group Inc | 1,291,590 | $202.1M | 0.12% | −428,207−24.9% | Reduced |
| Ameriprise Financial Inc | 1,219,453 | $191.2M | 0.05% | −183,583−13.1% | Reduced |
| PGGM Investments | 1,214,937 | $190.1M | 2.76% | +4,577+0.4% | Added |
| Royal Bank of Canada | 1,194,155 | $186.9M | 0.05% | −230,902−16.2% | Reduced |
| Schroder Investment Management Group | 1,130,651 | $176.9M | 0.21% | +28,067+2.5% | Added |
| Canada Pension Plan Investment Board | 1,049,467 | $164.2M | 0.17% | +1,500+0.1% | Added |
| UBS Group AG | 1,034,323 | $161.9M | 0.05% | +463,726+81.3% | Added |
| SEI Investments Co | 1,028,757 | $161.0M | 0.24% | −58,095−5.3% | Reduced |
| HSBC Holdings PLC | 1,007,074 | $157.5M | 0.11% | +151,847+17.8% | Added |
| Swiss National Bank | 977,027 | $152.9M | 0.11% | −46,100−4.5% | Reduced |
| Bessemer Group Inc | 879,942 | $137.7M | 0.25% | +13,021+1.5% | Added |
| Franklin Resources Inc | 850,912 | $133.2M | 0.04% | +287,087+50.9% | Added |
| Alliancebernstein L.P. | 848,425 | $132.8M | 0.05% | −19,265−2.2% | Reduced |
| Wells Fargo & Company | 839,416 | $131.4M | 0.03% | +43,271+5.4% | Added |
| Duff & Phelps Investment Management Co | 839,146 | $131.3M | 1.57% | +75,775+9.9% | Added |
| Panagora Asset Management Inc | 832,210 | $130.2M | 0.68% | +159,486+23.7% | Added |
| American Century Companies Inc | 809,095 | $126.6M | 0.08% | −150,165−15.7% | Reduced |
| National Pension Service | 807,784 | $126.4M | 0.15% | +11,552+1.5% | Added |
| Amundi | 888,258 | $124.7M | 0.05% | +70,926+8.7% | Added |
| Parnassus Investments | 777,470 | $121.7M | 0.26% | −136,345−14.9% | Reduced |
| Bank of Montreal | 773,829 | $121.3M | 0.06% | +22,691+3.0% | Added |
| APG Asset Management US Inc. | 787,061 | $120.8M | 0.70% | +45,000+6.1% | Added |
| Rhumbline Advisers | 757,831 | $118.6M | 0.11% | −6,472−0.8% | Reduced |
| HighTower Advisors, LLC | 740,048 | $115.8M | 0.19% | −97,684−11.7% | Reduced |
| BNP Paribas Arbitrage, SA | 691,622 | $108.2M | 0.13% | +273,459+65.4% | Added |
| Barclays PLC | 679,577 | $106.3M | 0.05% | −571,914−45.7% | Reduced |
| Neuberger Berman Group LLC | 663,038 | $103.8M | 0.09% | −31,129−4.5% | Reduced |
| Great West Life Assurance Co | 629,822 | $98.6M | 0.20% | −11,858−1.8% | Reduced |
| Asset Management One Co.,Ltd. | 626,074 | $98.0M | 0.38% | −18,551−2.9% | Reduced |
| Adelante Capital Management LLC | 617,628 | $96.7M | 6.36% | +23,037+3.9% | Added |
| Public Employees Retirement System of Ohio | 616,154 | $96.4M | 0.38% | −614−0.1% | Reduced |
| California Public Employees Retirement System | 599,846 | $93.9M | 0.07% | −19,157−3.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 582,609 | $91.2M | 0.13% | +71,927+14.1% | Added |
| Macquarie Group Ltd | 573,449 | $89.7M | 0.10% | +52,205+10.0% | Added |
| California State Teachers Retirement System | 531,847 | $83.2M | 0.11% | +5,775+1.1% | Added |
| Credit Suisse AG | 528,133 | $82.6M | 0.08% | −37,833−6.7% | Reduced |
| Retirement Systems of Alabama | 487,860 | $76.3M | 0.30% | +310.0% | Added |
| Standard Life Aberdeen plc | 481,999 | $75.4M | 0.15% | +8,330+1.8% | Added |
| Nomura Asset Management Co Ltd | 481,166 | $75.3M | 0.27% | +16,585+3.6% | Added |
| Castle Hook Partners LP | 480,692 | $75.2M | 2.72% | +310,207+182.0% | Added |
| Lasalle Investment Management Securities LLC | 476,888 | $74.6M | 3.08% | −76,979−13.9% | Reduced |
| Heitman Real Estate Securities LLC | 476,591 | $74.6M | 4.25% | +340,429+250.0% | Added |
| Allianz Asset Management GmbH | 460,561 | $72.1M | 0.12% | +144,264+45.6% | Added |
| KBC Group NV | 453,395 | $71.0M | 0.23% | +182,354+67.3% | Added |
| Citigroup Inc | 437,755 | $68.5M | 0.07% | +110,236+33.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 433,521 | $67.8M | 0.33% | −69,088−13.7% | Reduced |
| National Bank of Canada | 458,706 | $67.8M | 0.12% | +251,679+121.6% | Added |
| State of New Jersey Common Pension Fund D | 409,420 | $64.1M | 0.19% | +1,281+0.3% | Added |
| LSV Asset Management | 399,700 | $62.5M | 0.13% | −126,100−24.0% | Reduced |
| Stifel Financial Corp | 390,329 | $61.1M | 0.07% | +5,116+1.3% | Added |
| Envestnet Asset Management Inc | 382,766 | $59.9M | 0.02% | −36,407−8.7% | Reduced |
| LPL Financial LLC | 369,620 | $57.8M | 0.03% | −63,260−14.6% | Reduced |
| New York State Teachers Retirement System | 355,803 | $55.7M | 0.12% | −4,926−1.4% | Reduced |
| Ensign Peak Advisors, Inc | 342,012 | $53.5M | 0.10% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 338,776 | $53.0M | 0.42% | −8,263−2.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 336,446 | $52.6M | 0.14% | +223,122+196.9% | Added |
| TCW Group Inc | 332,522 | $52.0M | 0.53% | +9,540+3.0% | Added |
| Uniplan Investment Counsel, Inc. | 325,538 | $50.9M | 4.00% | −17,038−5.0% | Reduced |
| Lazard Asset Management LLC | 317,277 | $49.6M | 0.06% | +115,399+57.2% | Added |
| State of Tennessee, Treasury Department | 316,788 | $49.6M | 0.18% | −19,762−5.9% | Reduced |
| Voloridge Investment Management, LLC | 315,297 | $49.3M | 0.18% | +188,626+148.9% | Added |
| Aew Capital Management L P | 304,865 | $47.7M | 2.33% | −199,060−39.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 302,974 | $47.4M | 0.10% | +57,631+23.5% | Added |
| Allspring Global Investments Holdings, LLC | 284,865 | $44.6M | 0.07% | +7,831+2.8% | Added |
| Sapient Capital LLC | 279,715 | $43.8M | 0.97% | −491−0.2% | Reduced |
| Capital Advisors Inc | 270,175 | $42.3M | 0.91% | +10,197+3.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 269,447 | $41.9M | 0.10% | −39,868−12.9% | Reduced |
| Raymond James & Associates | 264,624 | $41.4M | 0.03% | +8,881+3.5% | Added |
| Storebrand Asset Management AS | 264,060 | $41.3M | 0.14% | +18,875+7.7% | Added |
| Douglas Lane & Associates, LLC | 255,539 | $40.0M | 0.57% | −1,414−0.6% | Reduced |