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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
Westwood Holdings Group Inc.0$00.00%−14,835−100.0%Sold out
Meitav Dash Investments Ltd0$00.00%−14,732−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−14,438−100.0%Sold out
Phocas Financial Corp.0$00.00%−13,619−100.0%Sold out
New Millennium Group LLC0$00.00%−12,207−100.0%Sold out
Elequin Capital LP0$00.00%−10,100−100.0%Sold out
GAM Holding AG0$00.00%−10,009−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−9,390−100.0%Sold out
FDx Advisors, Inc.0$00.00%−8,434−100.0%Sold out
FJ Investments, LLC0$00.00%−8,433−100.0%Sold out
Transcend Wealth Collective, LLC0$00.00%−8,227−100.0%Sold out
ClearAlpha Technologies LP0$00.00%−6,767−100.0%Sold out
Cetera Advisors LLC0$00.00%−6,421−100.0%Sold out
Verdence Capital Advisors LLC0$00.00%−6,048−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−5,013−100.0%Sold out
Quest Partners LLC0$00.00%−4,942−100.0%Sold out
AFS Financial Group, LLC0$00.00%−4,822−100.0%Sold out
Balanced Rock Investment Advisor0$00.00%−4,734−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−4,026−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−3,692−100.0%Sold out
ING Groep NV0$00.00%−3,668−100.0%Sold out
1620 Investment Advisors, Inc.0$00.00%−3,389−100.0%Sold out
Point72 Europe (London) LLP0$00.00%−3,271−100.0%Sold out
Wright Investors Service Inc0$00.00%−3,180−100.0%Sold out
First National Bank of Omaha0$00.00%−2,800−100.0%Sold out
Cipher Capital LP0$00.00%−2,719−100.0%Sold out
Waddell & Associates, LLC0$00.00%−2,112−100.0%Sold out
Atlas Private Wealth Advisors0$00.00%−2,000−100.0%Sold out
Williams Jones Wealth Management, LLC.0$00.00%−1,973−100.0%Sold out
IFG Advisory, LLC0$00.00%−1,966−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−1,876−100.0%Sold out
World Equity Group, Inc.0$00.00%−1,742−100.0%Sold out
Abel Hall, LLC0$00.00%−1,702−100.0%Sold out
Meridian Wealth Management, LLC0$00.00%−1,666−100.0%Sold out
JFG Wealth Management, LLC0$00.00%−1,600−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−1,592−100.0%Sold out
Hudson Valley Investment Advisors Inc0$00.00%−1,550−100.0%Sold out
Constitution Capital LLC0$00.00%−1,506−100.0%Sold out
Delap Wealth Advisory, LLC0$00.00%−1,433−100.0%Sold out
Blankinship & Foster, LLC0$00.00%−1,422−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−1,082−100.0%Sold out
LM Advisors LLC0$00.00%−858−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−828−100.0%Sold out
Mango Five Family, Inc.0$00.00%−700−100.0%Sold out
Credential Qtrade Securities Inc.0$00.00%−674−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−668−100.0%Sold out
Systematic Alpha Investments, LLC0$00.00%−614−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−520−100.0%Sold out
Lee Financial Co0$00.00%−506−100.0%Sold out
Glassman Wealth Services0$00.00%−475−100.0%Sold out
Migdal Insurance & Financial Holdings Ltd.0$00.00%−438−100.0%Sold out
Tennessee Valley Asset Management Partners0$00.00%−321−100.0%Sold out
West Branch Capital LLC0$00.00%−305−100.0%Sold out
Arlington Partners LLC0$00.00%−233−100.0%Sold out
Tradition Wealth Management, LLC0$00.00%−184−100.0%Sold out
AlphaMark Advisors, LLC0$00.00%−150−100.0%Sold out
Fairfield, Bush & Co.0$00.00%−117−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−114−100.0%Sold out
Foster Dykema Cabot & Partners, LLC0$00.00%−83−100.0%Sold out
Pineridge Advisors LLC0$00.00%−53−100.0%Sold out
Tucker Asset Management LLC0$00.00%−25−100.0%Sold out
Evermay Wealth Management LLC0$00.00%−3−100.0%Sold out
Aware Super Pty Ltd as trustee of Aware Super––––Not filed
Putnam Investments LLC––––Not filed
M&G Investment Management Ltd––––Not filed
Sawtooth Solutions, LLC––––Not filed
Resource Consulting Group Inc––––Not filed
DFPG Investments, LLC––––Not filed
Asset Management Resources, LLC––––Not filed
Financial Advisors Network, Inc.––––Not filed
Wealthsource Partners, LLC––––Not filed
Strategic Wealth Designers––––Not filed
Neo Ivy Capital Management––––Not filed
Desjardins Global Asset Management Inc.––––Not filed
Spartan Planning & Wealth Management––––Not filed
Baystate Wealth Management LLC––––Not filed
Bartlett & Co. LLC––––Not filed
DB Wealth Management Group, LLC––––Not filed
Coppell Advisory Solutions LLC––––Not filed
Strategic Investment Solutions, Inc.––––Not filed