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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

Q1 2024 vs. Q4 2023

How the institutions holding Simon Property Group Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of SPG: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders1,056181,083+45
Shares290.6M327.2K290.1M−149.5K (−0.1%)
Value$41.4B$55.1M$45.3B+$4.00B (+9.7%)

18 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (123)

Institutions that held Simon Property Group Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Showing the largest 100 of 123 by value.

Institutions new to SPG in Q1 2024
InstitutionSharesValue% of portfolio
Alyeska Investment Group, L.P.233,721$36.6M0.23%
Resona Asset Management Co.,Ltd.184,618$28.9M0.17%
Caisse de Depot Et Placement du Quebec172,000$26.9M0.06%
Danske Bank A/S167,641$26.2M0.08%
Andra AP-fonden140,500$22.0M0.39%
Waterfront Capital Partners, LLC135,000$21.1M1.97%
American Assets Capital Advisers, LLC118,039$18.5M5.26%
Twin Tree Management, LP110,027$17.2M0.39%
Sienna Gestion73,341$11.5M1.05%
Payden & Rygel Investment Group67,850$10.6M0.72%
Zimmer Partners, LP62,500$9.78M0.21%
Allianz SE56,399$8.83M0.28%
Susquehanna Fundamental Investments, LLC56,051$8.77M0.41%
Connor, Clark & Lunn Investment Management Ltd.55,892$8.75M0.04%
Barometer Capital Management Inc.39,750$5.59M1.45%
M&G Plc29,832$4.65M0.03%
Sheets Smith Wealth Management28,265$4.42M0.50%
Group One Trading, L.P.27,707$4.34M0.15%
Del-Sette Capital Management, LLC26,503$4.15M3.41%
SAM Advisors, LLC22,593$3.54M1.29%
BCJ Capital Management, LLC21,588$3.38M0.27%
Cornerstone Wealth Group, LLC20,538$3.21M0.30%
Legacy Capital Wealth Partners, LLC20,442$2.26M1.61%
AIA Group Ltd12,869$2.01M0.07%
Slagle Financial, LLC9,385$1.47M0.80%
Radnor Capital Management, LLC8,004$1.25M0.21%
Lombard Odier Asset Management (Switzerland) SA7,301$1.14M0.08%
Aspiriant, LLC7,281$1.14M0.05%
Inceptionr LLC6,484$1.01M0.26%
Jefferies Financial Group Inc.6,170$965.5K0.02%
Harbor Capital Advisors, Inc.6,147$962.0K0.13%
Simplicity Wealth,LLC5,997$938.5K0.02%
Western Financial Corp5,866$918.0K0.56%
Jump Financial, LLC5,541$867.1K0.02%
XTX Topco Ltd4,778$747.7K0.10%
Entropy Technologies, LP4,674$731.4K0.08%
American Assets Investment Management, LLC4,075$637.7K0.06%
CFM Wealth Partners LLC3,803$595.1K0.12%
Diversify Advisory Services, LLC3,870$594.0K0.03%
Newbridge Financial Services Group, Inc.3,602$563.7K0.25%
Two Sigma Securities, LLC3,276$512.7K0.02%
Jackson Square Capital, LLC3,274$512.3K0.13%
SkyView Investment Advisors, LLC3,253$509.0K0.09%
Krane Funds Advisors LLC3,240$485.7K0.02%
Roble, Belko & Company, Inc3,000$469.0K0.08%
Change Path, LLC2,970$465.0K0.02%
HGI Capital Management, LLC2,917$456.5K0.49%
Banco Santander, S.A.2,830$442.9K0.01%
Stevens Capital Management LP2,740$429.0K0.08%
Capula Management Ltd2,582$404.1K0.01%
Strategic Financial Concepts, LLC2,510$392.7K0.09%
HBK Sorce Advisory LLC2,504$391.8K0.01%
Norden Group LLC2,398$375.3K0.08%
Kapitalo Investimentos Ltda2,395$374.8K0.08%
LRI Investments, LLC2,252$352.4K0.09%
Corton Capital Inc.2,160$338.0K0.12%
MBB Public Markets I LLC2,153$336.9K0.02%
Maven Securities LTD2,036$318.6K0.02%
Dorsey Wright & Associates1,921$301.0K0.08%
Brevan Howard Capital Management LP1,859$290.9K0.03%
Paloma Partners Management Co1,809$283.1K0.04%
Brighton Jones LLC1,786$279.5K0.01%
Ascent Group, LLC1,749$273.7K0.02%
Synovus Financial Corp1,695$266.2K0.00%
BNP Paribas1,688$264.2K0.01%
Hanover Advisors Inc1,628$254.8K0.11%
Martingale Asset Management L P1,595$249.6K0.00%
American Trust Investment Advisors, LLC1,585$248.0K0.12%
One Capital Management, LLC1,578$246.9K0.01%
Quotient Wealth Partners, LLC1,541$241.2K0.01%
Aptus Capital Advisors, LLC1,478$231.3K0.00%
Socha Financial Group, LLC1,450$226.8K0.10%
Meeder Asset Management Inc1,444$226.0K0.01%
Modera Wealth Management, LLC1,420$222.3K0.00%
Kathmere Capital Management, LLC1,409$220.5K0.03%
InterOcean Capital Group, LLC1,399$218.9K0.01%
Breakwater Capital Group1,376$215.3K0.05%
Burney Co1,345$210.5K0.01%
Silvercrest Asset Management Group LLC1,328$207.8K0.00%
Legacy Advisors, LLC1,308$207.2K0.03%
U.S. Capital Wealth Advisors, LLC1,318$206.3K0.01%
PDS Planning, Inc1,314$205.6K0.02%
Gamco Investors, Inc. Et Al1,280$200.3K0.00%
Firestone Capital Management1,280$200.3K0.06%
Hilltop National Bank1,193$186.7K0.06%
Catalyst Funds Management Pty Ltd1,100$172.1K0.05%
Bullock Wealth Management Group976$149.8K0.10%
Central Pacific Bank - Trust Division892$136.9K0.02%
Register Financial Advisors LLC829$129.7K0.07%
Old Point Trust & Financial Services N A550$86.1K0.03%
Westend Capital Management, LLC540$84.5K0.03%
CoreCap Advisors, LLC507$79.3K0.00%
Mowery & Schoenfeld Wealth Management, LLC418$65.4K0.13%
United Community Bank300$46.9K0.02%
Indiana Trust & Investment Management CO265$41.5K0.02%
Crewe Advisors LLC259$40.5K0.00%
Hillsdale Investment Management Inc.210$32.9K0.00%
EntryPoint Capital, LLC163$25.5K0.02%
Atlantic Trust, LLC158$24.7K0.01%
Activest Wealth Management155$24.3K0.01%

Sold out (78)

Institutions that held Simon Property Group Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of SPG in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
ExodusPoint Capital Management, LP281,212$40.1M
Orbis Allan Gray Ltd216,839$30.9M
Scopus Asset Management, L.P.100,000$14.3M
First Trust Investment Solutions L.P.69,094$9.86M
Power Corp of Canada57,961$8.27M
Mount Yale Investment Advisors, LLC51,079$7.29M
Gardner Lewis Asset Management L P48,577$6.93M
Pictet & Cie (Europe) SA47,199$6.73M
South Dakota Investment Council38,382$5.47M
Cetera Advisor Networks LLC28,178$4.02M
Worldquant Millennium Advisors LLC23,416$3.34M
Napa Wealth Management22,088$3.15M
FORA Capital, LLC21,599$3.08M
L & S Advisors Inc21,553$3.07M
Tredje AP-fonden16,062$2.29M
Peak Asset Management, LLC15,644$2.23M
Westwood Holdings Group Inc.14,835$2.12M
Meitav Dash Investments Ltd14,732$2.11M
Gsa Capital Partners LLP14,438$2.06M
Phocas Financial Corp.13,619$1.94M
New Millennium Group LLC12,207$1.74M
Elequin Capital LP10,100$1.44M
GAM Holding AG10,009$1.43M
Landscape Capital Management, L.L.C.9,390$1.34M
FDx Advisors, Inc.8,434$1.20M
FJ Investments, LLC8,433$1.20M
Transcend Wealth Collective, LLC8,227$1.17M
ClearAlpha Technologies LP6,767$965.2K
Cetera Advisors LLC6,421$915.9K
Verdence Capital Advisors LLC6,048$862.7K
Flagship Harbor Advisors, LLC5,013$715.1K
Quest Partners LLC4,942$704.9K
AFS Financial Group, LLC4,822$687.8K
Balanced Rock Investment Advisor4,734$675.3K
Banque Cantonale Vaudoise4,026$574.0K
Arete Wealth Advisors, LLC3,692$527.6K
ING Groep NV3,668$523.2K
1620 Investment Advisors, Inc.3,389$483.4K
Point72 Europe (London) LLP3,271$466.6K
Wright Investors Service Inc3,180$453.6K
First National Bank of Omaha2,800$399.4K
Cipher Capital LP2,719$387.8K
Waddell & Associates, LLC2,112$301.3K
Atlas Private Wealth Advisors2,000$285.3K
Williams Jones Wealth Management, LLC.1,973$281.4K
IFG Advisory, LLC1,966$280.5K
SageView Advisory Group, LLC1,876$261.3K
World Equity Group, Inc.1,742$248.5K
Abel Hall, LLC1,702$242.8K
Meridian Wealth Management, LLC1,666$235.5K
JFG Wealth Management, LLC1,600$228.2K
Kingsview Wealth Management, LLC1,592$227.1K
Hudson Valley Investment Advisors Inc1,550$220.6K
Constitution Capital LLC1,506$214.8K
Delap Wealth Advisory, LLC1,433$204.4K
Blankinship & Foster, LLC1,422$202.8K
Capstone Investment Advisors, LLC1,082$154.3K
LM Advisors LLC858$122.4K
Cullen/Frost Bankers, Inc.828$118.1K
Mango Five Family, Inc.700$99.8K
Credential Qtrade Securities Inc.674$96.1K
Rockbridge Investment Management, LCC668$95.3K
Systematic Alpha Investments, LLC614$87.6K
Turtle Creek Wealth Advisors, LLC520$74.2K
Lee Financial Co506$72.2K
Glassman Wealth Services475$67.8K
Migdal Insurance & Financial Holdings Ltd.438$63.0K
Tennessee Valley Asset Management Partners321$45.9K
West Branch Capital LLC305$43.5K
Arlington Partners LLC233$33.2K
Tradition Wealth Management, LLC184$26.0K
AlphaMark Advisors, LLC150$21.0K
Fairfield, Bush & Co.117$16.7K
Focused Wealth Management, Inc114$16.3K
Foster Dykema Cabot & Partners, LLC83$11.8K
Pineridge Advisors LLC53$7.56K
Tucker Asset Management LLC25$3.57K
Evermay Wealth Management LLC3$428

Not filed for Q1 2024 yet (18)

Institutions that held Simon Property Group Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SPG in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Aware Super Pty Ltd as trustee of Aware Super198,140$36.7M
Putnam Investments LLC64,476$9.20M
M&G Investment Management Ltd37,879$5.42M
Sawtooth Solutions, LLC5,955$849.4K
Resource Consulting Group Inc4,078$581.7K
DFPG Investments, LLC3,804$532.8K
Asset Management Resources, LLC2,746$391.7K
Financial Advisors Network, Inc.2,305$328.8K
Wealthsource Partners, LLC2,093$298.5K
Strategic Wealth Designers1,703$242.9K
Neo Ivy Capital Management1,675$239.0K
Desjardins Global Asset Management Inc.1,314$187.4K
Spartan Planning & Wealth Management420$59.9K
Baystate Wealth Management LLC355$50.7K
Bartlett & Co. LLC107$15.0K
DB Wealth Management Group, LLC100$14.3K
Coppell Advisory Solutions LLC69$9.84K
Strategic Investment Solutions, Inc.24$3.47K