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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 342,012 | $53.5M | 0.10% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 355,803 | $55.7M | 0.12% | −4,926−1.4% | Reduced |
| LPL Financial LLC | 369,620 | $57.8M | 0.03% | −63,260−14.6% | Reduced |
| Envestnet Asset Management Inc | 382,766 | $59.9M | 0.02% | −36,407−8.7% | Reduced |
| Stifel Financial Corp | 390,329 | $61.1M | 0.07% | +5,116+1.3% | Added |
| LSV Asset Management | 399,700 | $62.5M | 0.13% | −126,100−24.0% | Reduced |
| State of New Jersey Common Pension Fund D | 409,420 | $64.1M | 0.19% | +1,281+0.3% | Added |
| National Bank of Canada | 458,706 | $67.8M | 0.12% | +251,679+121.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 433,521 | $67.8M | 0.33% | −69,088−13.7% | Reduced |
| Citigroup Inc | 437,755 | $68.5M | 0.07% | +110,236+33.7% | Added |
| KBC Group NV | 453,395 | $71.0M | 0.23% | +182,354+67.3% | Added |
| Allianz Asset Management GmbH | 460,561 | $72.1M | 0.12% | +144,264+45.6% | Added |
| Heitman Real Estate Securities LLC | 476,591 | $74.6M | 4.25% | +340,429+250.0% | Added |
| Lasalle Investment Management Securities LLC | 476,888 | $74.6M | 3.08% | −76,979−13.9% | Reduced |
| Castle Hook Partners LP | 480,692 | $75.2M | 2.72% | +310,207+182.0% | Added |
| Nomura Asset Management Co Ltd | 481,166 | $75.3M | 0.27% | +16,585+3.6% | Added |
| Standard Life Aberdeen plc | 481,999 | $75.4M | 0.15% | +8,330+1.8% | Added |
| Retirement Systems of Alabama | 487,860 | $76.3M | 0.30% | +310.0% | Added |
| Credit Suisse AG | 528,133 | $82.6M | 0.08% | −37,833−6.7% | Reduced |
| California State Teachers Retirement System | 531,847 | $83.2M | 0.11% | +5,775+1.1% | Added |
| Macquarie Group Ltd | 573,449 | $89.7M | 0.10% | +52,205+10.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 582,609 | $91.2M | 0.13% | +71,927+14.1% | Added |
| California Public Employees Retirement System | 599,846 | $93.9M | 0.07% | −19,157−3.1% | Reduced |
| Public Employees Retirement System of Ohio | 616,154 | $96.4M | 0.38% | −614−0.1% | Reduced |
| Adelante Capital Management LLC | 617,628 | $96.7M | 6.36% | +23,037+3.9% | Added |
| Asset Management One Co.,Ltd. | 626,074 | $98.0M | 0.38% | −18,551−2.9% | Reduced |
| Great West Life Assurance Co | 629,822 | $98.6M | 0.20% | −11,858−1.8% | Reduced |
| Neuberger Berman Group LLC | 663,038 | $103.8M | 0.09% | −31,129−4.5% | Reduced |
| Barclays PLC | 679,577 | $106.3M | 0.05% | −571,914−45.7% | Reduced |
| BNP Paribas Arbitrage, SA | 691,622 | $108.2M | 0.13% | +273,459+65.4% | Added |
| HighTower Advisors, LLC | 740,048 | $115.8M | 0.19% | −97,684−11.7% | Reduced |
| Rhumbline Advisers | 757,831 | $118.6M | 0.11% | −6,472−0.8% | Reduced |
| APG Asset Management US Inc. | 787,061 | $120.8M | 0.70% | +45,000+6.1% | Added |
| Bank of Montreal | 773,829 | $121.3M | 0.06% | +22,691+3.0% | Added |
| Parnassus Investments | 777,470 | $121.7M | 0.26% | −136,345−14.9% | Reduced |
| Amundi | 888,258 | $124.7M | 0.05% | +70,926+8.7% | Added |
| National Pension Service | 807,784 | $126.4M | 0.15% | +11,552+1.5% | Added |
| American Century Companies Inc | 809,095 | $126.6M | 0.08% | −150,165−15.7% | Reduced |
| Panagora Asset Management Inc | 832,210 | $130.2M | 0.68% | +159,486+23.7% | Added |
| Duff & Phelps Investment Management Co | 839,146 | $131.3M | 1.57% | +75,775+9.9% | Added |
| Wells Fargo & Company | 839,416 | $131.4M | 0.03% | +43,271+5.4% | Added |
| Alliancebernstein L.P. | 848,425 | $132.8M | 0.05% | −19,265−2.2% | Reduced |
| Franklin Resources Inc | 850,912 | $133.2M | 0.04% | +287,087+50.9% | Added |
| Bessemer Group Inc | 879,942 | $137.7M | 0.25% | +13,021+1.5% | Added |
| Swiss National Bank | 977,027 | $152.9M | 0.11% | −46,100−4.5% | Reduced |
| HSBC Holdings PLC | 1,007,074 | $157.5M | 0.11% | +151,847+17.8% | Added |
| SEI Investments Co | 1,028,757 | $161.0M | 0.24% | −58,095−5.3% | Reduced |
| UBS Group AG | 1,034,323 | $161.9M | 0.05% | +463,726+81.3% | Added |
| Canada Pension Plan Investment Board | 1,049,467 | $164.2M | 0.17% | +1,500+0.1% | Added |
| Schroder Investment Management Group | 1,130,651 | $176.9M | 0.21% | +28,067+2.5% | Added |
| Royal Bank of Canada | 1,194,155 | $186.9M | 0.05% | −230,902−16.2% | Reduced |
| PGGM Investments | 1,214,937 | $190.1M | 2.76% | +4,577+0.4% | Added |
| Ameriprise Financial Inc | 1,219,453 | $191.2M | 0.05% | −183,583−13.1% | Reduced |
| Principal Financial Group Inc | 1,291,590 | $202.1M | 0.12% | −428,207−24.9% | Reduced |
| Prudential Financial Inc | 1,469,049 | $229.9M | 0.32% | −8,281−0.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,497,696 | $234.4M | 0.16% | −88,480−5.6% | Reduced |
| Russell Investments Group, Ltd. | 1,607,721 | $251.5M | 0.40% | −45,331−2.7% | Reduced |
| Centersquare Investment Management LLC | 1,814,206 | $255.0M | 2.94% | +78,866+4.5% | Added |
| Cbre Clarion Securities LLC | 1,846,877 | $289.0M | 5.35% | −175,242−8.7% | Reduced |
| Wellington Management Group LLP | 1,865,242 | $291.9M | 0.05% | +1,375,055+280.5% | Added |
| Bank of America Corp | 1,915,372 | $299.7M | 0.03% | +482,872+33.7% | Added |
| Goldman Sachs Group Inc | 2,067,581 | $323.6M | 0.07% | −769,286−27.1% | Reduced |
| Boston Partners | 2,321,228 | $363.2M | 0.43% | +92,648+4.2% | Added |
| Smead Capital Management, Inc. | 2,399,145 | $375.4M | 5.86% | +98,169+4.3% | Added |
| Bank of New York Mellon Corp | 2,542,372 | $397.9M | 0.08% | −74,402−2.8% | Reduced |
| UBS Asset Management Americas Inc | 2,691,445 | $421.2M | 0.15% | −127,328−4.5% | Reduced |
| Deutsche Bank AG | 2,768,486 | $433.2M | 0.20% | +78,968+2.9% | Added |
| Invesco Ltd. | 3,382,731 | $529.4M | 0.11% | +994,128+41.6% | Added |
| Charles Schwab Investment Management Inc | 3,608,277 | $564.7M | 0.13% | +70,622+2.0% | Added |
| Northern Trust Corp | 3,881,605 | $607.4M | 0.10% | −99,113−2.5% | Reduced |
| Daiwa Securities Group Inc. | 4,206,317 | $658.2M | 3.71% | −711,270−14.5% | Reduced |
| Legal & General Group Plc | 4,388,482 | $686.8M | 0.20% | −47,416−1.1% | Reduced |
| Nuveen Asset Management, LLC | 4,405,277 | $690.0M | 0.20% | −7,008−0.2% | Reduced |
| Price T Rowe Associates Inc | 4,432,404 | $693.6M | 0.09% | −88,877−2.0% | Reduced |
| JPMorgan Chase & Co | 4,623,153 | $723.5M | 0.06% | +344,530+8.1% | Added |
| Dimensional Fund Advisors LP | 4,640,430 | $726.2M | 0.20% | −2,327−0.1% | Reduced |
| FMR LLC | 5,408,056 | $846.3M | 0.06% | −266,540−4.7% | Reduced |
| Morgan Stanley | 5,611,958 | $878.2M | 0.07% | −170,009−2.9% | Reduced |
| Geode Capital Management, LLC | 8,904,031 | $1.39B | 0.13% | +242,502+2.8% | Added |
| Norges Bank | 18,167,102 | $2.84B | 0.45% | +211,540+1.2% | Added |
| Cohen & Steers, Inc. | 20,597,320 | $3.22B | 6.74% | −2,375,799−10.3% | Reduced |
| State Street Corp | 21,191,638 | $3.32B | 0.15% | −1,545,364−6.8% | Reduced |
| BlackRock Inc. | 33,782,276 | $5.29B | 0.12% | +190,196+0.6% | Added |
| Vanguard Group Inc | 46,380,446 | $7.26B | 0.14% | +672,941+1.5% | Added |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −281,212−100.0% | Sold out |
| Orbis Allan Gray Ltd | 0 | $0 | 0.00% | −216,839−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| First Trust Investment Solutions L.P. | 0 | $0 | 0.00% | −69,094−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −57,961−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −51,079−100.0% | Sold out |
| Gardner Lewis Asset Management L P | 0 | $0 | 0.00% | −48,577−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −47,199−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −38,382−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −28,178−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −23,416−100.0% | Sold out |
| Napa Wealth Management | 0 | $0 | 0.00% | −22,088−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −21,599−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −21,553−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −16,062−100.0% | Sold out |
| Peak Asset Management, LLC | 0 | $0 | 0.00% | −15,644−100.0% | Sold out |