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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

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.

Institutional holdersQ1 2024: 1,084 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ1 2024: $45.3B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$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.

Institutions holding SPG in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Fuller & Thaler Asset Management, Inc.0$20.00%0Unchanged
Dogwood Wealth Management LLC0$50.00%0Unchanged
BBJS Financial Advisors, LLC1$850.00%−1,398−99.9%Reduced
SOA Wealth Advisors, LLC.1$1560.00%00.0%Unchanged
Global Assets Advisory, LLC26,245$1710.01%+26,245New
MeadowBrook Investment Advisors LLC2$3130.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC2$3130.00%00.0%Unchanged
First Command Advisory Services, Inc.3$4690.00%+3New
Sachetta, LLC4$5710.00%00.0%Unchanged
Cornerstone Planning Group LLC4$5720.00%00.0%Unchanged
Semmax Financial Advisors Inc.5$7680.00%00.0%Unchanged
Macroview Investment Management LLC5$7830.00%00.0%Unchanged
NVWM, LLC5$7920.00%+5New
Johnson Financial Group, Inc.5$7930.00%00.0%Unchanged
Cape Investment Advisory, Inc.6$9390.00%−192−97.0%Reduced
VitalStone Financial, LLC7$1.00K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.7$1.10K0.00%+7New
Piscataqua Savings Bank8$1.25K0.00%+8New
Abich Financial Wealth Management LLC8$1.25K0.00%−649−98.8%Reduced
Cherry Tree Wealth Management, LLC8$1.25K0.00%+8New
FRG Family Wealth Advisors LLC10$1.41K0.00%+10New
Delos Wealth Advisors, LLC9$1.41K0.00%+1+12.5%Added
South State Corp.10$1.56K0.00%+10New
ICA Group Wealth Management, LLC11$1.72K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC11$1.72K0.00%−3−21.4%Reduced
JJJ Advisors Inc.12$1.88K0.00%00.0%Unchanged
Tidemark, LLC13$2.03K0.00%00.0%Unchanged
Core Alternative Capital14$2.19K0.00%−105−88.2%Reduced
TFC Financial Management14$2.19K0.00%+3+27.3%Added
Planning Capital Management Corp16$2.50K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC17$2.66K0.00%−8−32.0%Reduced
Eagle Bay Advisors LLC17$2.66K0.00%−7−29.2%Reduced
HighMark Wealth Management LLC17$2.66K0.00%+17New
Continuum Advisory, LLC19$2.83K0.00%+19New
Salomon & Ludwin, LLC19$2.97K0.00%−1−5.0%Reduced
Archer Investment Corp20$3.13K0.00%00.0%Unchanged
RFP Financial Group LLC22$3.44K0.00%−48−68.6%Reduced
MCF Advisors LLC22$3.44K0.00%00.0%Unchanged
Red Tortoise LLC23$3.60K0.00%00.0%Unchanged
Grove Bank & Trust24$3.76K0.00%−150−86.2%Reduced
Caitlin John, LLC25$3.91K0.00%00.0%Unchanged
Dunhill Financial, LLC28$4.31K0.00%+5+21.7%Added
Glen Eagle Advisors, LLC29$4.54K0.00%00.0%Unchanged
Gradient Investments LLC30$4.70K0.00%−6−16.7%Reduced
Institutional & Family Asset Management, LLC30$4.70K0.00%00.0%Unchanged
Versant Capital Management, Inc30$4.70K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC31$4.85K0.00%00.0%Unchanged
WR Wealth Planners, LLC31$4.85K0.00%+31New
Creative Capital Management Investments LLC33$5.16K0.00%00.0%Unchanged
ClariVest Asset Management LLC34$5.31K0.00%+14+70.0%Added
Arrow Financial Corp34$5.32K0.00%00.0%Unchanged
Raffa Wealth Management, LLC34$5.32K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.38$5.95K0.00%00.0%Unchanged
Independence Bank of Kentucky40$6.26K0.00%00.0%Unchanged
Hollencrest Capital Management41$6.34K0.00%+1+2.5%Added
Sittner & Nelson, LLC44$6.89K0.00%00.0%Unchanged
Avion Wealth40$7.00K0.00%+5+14.3%Added
Gold Investment Management Ltd.45$7.04K0.00%00.0%Unchanged
Sofos Investments, Inc.48$7.58K0.00%+45+1,500.0%Added
Godsey & Gibb Associates50$7.83K0.00%+50New
Oakworth Capital, Inc.52$8.14K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC56$8.76K0.00%+56New
Redmont Wealth Advisors LLC56$8.76K0.01%+56New
Aspect Partners, LLC59$9.23K0.01%+2+3.5%Added
Costello Asset Management, INC60$9.39K0.01%+9+17.6%Added
Financial Management Professionals, Inc.66$10.0K0.00%−22−25.0%Reduced
Hexagon Capital Partners LLC65$10.2K0.00%−600−90.2%Reduced
Kayne Anderson Rudnick Investment Management LLC65$10.2K0.00%−1−1.5%Reduced
Adirondack Trust Co66$10.3K0.00%00.0%Unchanged
Colonial Trust Advisors67$10.5K0.00%−17−20.2%Reduced
Christopher J. Hasenberg, Inc69$10.8K0.01%+69New
Asset Dedication, LLC73$11.0K0.00%00.0%Unchanged
Bogart Wealth, LLC72$11.3K0.00%00.0%Unchanged
Private Wealth Management Group, LLC73$11.4K0.01%00.0%Unchanged
Fortitude Family Office, LLC75$11.7K0.01%00.0%Unchanged
Trifecta Capital Advisors, LLC75$11.7K0.00%+75New
Brown Brothers Harriman & Co77$12.1K0.00%−39−33.6%Reduced
Optiver Holding B.V.77$12.1K0.00%+77New
Frazier Financial Advisors, LLC83$13.0K0.01%+63+315.0%Added
Center for Financial Planning, Inc.87$13.6K0.00%+11+14.5%Added
Headlands Technologies LLC87$13.6K0.00%+87New
Bell Investment Advisors, Inc88$13.8K0.00%+27+44.3%Added
Pacific Center for Financial Services89$13.9K0.00%+89New
Washington Trust Advisors, Inc.94$14.7K0.00%+4+4.4%Added
Ancora Advisors, LLC97$15.2K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC100$15.6K0.00%00.0%Unchanged
LifeSteps Financial, Inc.100$15.6K0.01%+100New
Clear Street Markets LLC100$16.0K0.01%−9,000−98.9%Reduced
Grayhawk Investment Strategies Inc.105$16.4K0.01%00.0%Unchanged
New Covenant Trust Company, N.A.105$16.4K0.02%+105New
Bartlett & Co. Wealth Management LLC107$16.7K0.00%00.0%Unchanged
Raleigh Capital Management Inc.108$16.9K0.01%+78+260.0%Added
GW&K Investment Management, LLC107$17.0K0.00%−5−4.5%Reduced
Private Ocean, LLC109$17.1K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.109$17.1K0.00%00.0%Unchanged
First United Bank Trust113$17.7K0.01%00.0%Unchanged
1832 Asset Management L.P.115$18.0K0.00%+39+51.3%Added
Richardson Financial Services Inc.120$18.8K0.01%−40−25.0%Reduced
Cedar Mountain Advisors, LLC125$19.6K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.125$19.6K0.00%00.0%Unchanged