Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
No open-market purchases or sales by Simon Property Group Inc. insiders were filed in the last 90 days; 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 |
|---|---|---|---|---|---|
| Abound Wealth Management | 126 | $19.7K | 0.01% | −1−0.8% | Reduced |
| Riverview Trust Co | 129 | $20.2K | 0.02% | +129 | New |
| West Paces Advisors Inc. | 138 | $21.6K | 0.01% | −4−2.8% | Reduced |
| EnRich Financial Partners LLC | 145 | $22.7K | 0.01% | +145 | New |
| Boyd Watterson Asset Management LLC | 153 | $23.9K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 155 | $24.3K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 155 | $24.3K | 0.01% | +155 | New |
| Atlantic Trust, LLC | 158 | $24.7K | 0.01% | +158 | New |
| EntryPoint Capital, LLC | 163 | $25.5K | 0.02% | +163 | New |
| AdvisorNet Financial, Inc | 176 | $27.5K | 0.00% | +11+6.7% | Added |
| Pathway Financial Advisers, LLC | 182 | $28.6K | 0.01% | −2,775−93.8% | Reduced |
| Creative Financial Designs Inc | 196 | $30.7K | 0.00% | +32+19.5% | Added |
| Webster Bank, N. A. | 200 | $31.3K | 0.00% | −220−52.4% | Reduced |
| Highlander Capital Management, LLC | 200 | $31.3K | 0.01% | −109−35.3% | Reduced |
| New England Capital Financial Advisors LLC | 200 | $31.3K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 209 | $32.1K | 0.00% | −412−66.3% | Reduced |
| Operose Advisors LLC | 210 | $32.9K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 210 | $32.9K | 0.00% | +210 | New |
| Bruce G. Allen Investments, LLC | 225 | $35.2K | 0.03% | −61−21.3% | Reduced |
| HHM Wealth Advisors, LLC | 226 | $35.4K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 228 | $35.7K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 233 | $36.5K | 0.01% | −26−10.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 235 | $36.8K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 238 | $37.2K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 241 | $37.7K | 0.01% | −667−73.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 241 | $37.7K | 0.02% | +5+2.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 244 | $38.2K | 0.01% | −10−3.9% | Reduced |
| PSI Advisors, LLC | 244 | $38.2K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 247 | $38.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 250 | $39.1K | 0.00% | −517−67.4% | Reduced |
| Cambridge Trust Co | 250 | $39.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 259 | $40.0K | 0.03% | +96+58.9% | Added |
| Crewe Advisors LLC | 259 | $40.5K | 0.00% | +259 | New |
| Private Trust Co NA | 263 | $41.2K | 0.00% | −9−3.3% | Reduced |
| Indiana Trust & Investment Management CO | 265 | $41.5K | 0.02% | +265 | New |
| Capital Advisors, Ltd. LLC | 271 | $42.0K | 0.01% | +5+1.9% | Added |
| Venturi Wealth Management, LLC | 272 | $42.6K | 0.00% | +63+30.1% | Added |
| Rise Advisors, LLC | 273 | $42.7K | 0.02% | +162+145.9% | Added |
| Atlas Capital Advisors LLC | 274 | $42.9K | 0.01% | −31−10.2% | Reduced |
| Kozak & Associates, Inc. | 295 | $43.8K | 0.01% | +29+10.9% | Added |
| Financial Freedom, LLC | 293 | $45.9K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 300 | $46.9K | 0.02% | +300 | New |
| Valley National Advisers Inc | 305 | $47.0K | 0.01% | −3−1.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 310 | $48.5K | 0.00% | −6,046−95.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 310 | $48.6K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 312 | $48.8K | 0.00% | −9−2.8% | Reduced |
| American National Bank | 312 | $48.8K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 314 | $49.1K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 321 | $50.2K | 0.02% | +139+76.4% | Added |
| Centerpoint Advisors, LLC | 327 | $51.0K | 0.02% | +185+130.3% | Added |
| Muzinich & Co., Inc. | 366 | $52.2K | 0.05% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 334 | $52.3K | 0.01% | +9+2.8% | Added |
| HBC Financial Services, PLLC | 380 | $53.0K | 0.04% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 341 | $53.3K | 0.00% | +5+1.5% | Added |
| Compass Wealth Management LLC | 345 | $54.0K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 346 | $54.1K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 372 | $58.2K | 0.02% | −6−1.6% | Reduced |
| Hoey Investments, Inc | 375 | $58.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 376 | $58.9K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 379 | $59.4K | 0.02% | −5,323−93.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 383 | $60.0K | 0.01% | −1,465−79.3% | Reduced |
| Ameliora Wealth Management Ltd. | 400 | $62.6K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 406 | $63.5K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 412 | $64.0K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 418 | $65.4K | 0.13% | +418 | New |
| First Financial Corp | 426 | $66.7K | 0.03% | −322−43.0% | Reduced |
| Salem Investment Counselors Inc | 438 | $68.5K | 0.00% | −125−22.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 451 | $70.6K | 0.03% | +55+13.9% | Added |
| Caldwell Sutter Capital, Inc. | 491 | $76.8K | 0.04% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 500 | $78.2K | 0.00% | −900−64.3% | Reduced |
| Princeton Global Asset Management LLC | 500 | $78.2K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 500 | $78.2K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 507 | $79.3K | 0.00% | +507 | New |
| Missouri Trust & Investment Co | 526 | $82.3K | 0.03% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 540 | $84.5K | 0.03% | +540 | New |
| MV Capital Management, Inc. | 544 | $85.1K | 0.01% | −600−52.4% | Reduced |
| Old Point Trust & Financial Services N A | 550 | $86.1K | 0.03% | +550 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 554 | $86.6K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 585 | $91.5K | 0.00% | +371+173.4% | Added |
| Farmers & Merchants Investments Inc | 598 | $93.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 618 | $96.6K | 0.00% | +482+354.4% | Added |
| CVA Family Office, LLC | 627 | $98.1K | 0.02% | +3+0.5% | Added |
| Concord Wealth Partners | 632 | $98.9K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 649 | $101.0K | 0.00% | +103+18.9% | Added |
| Park Place Capital Corp | 650 | $101.7K | 0.04% | −72−10.0% | Reduced |
| Smartleaf Asset Management LLC | 671 | $103.6K | 0.02% | +432+180.8% | Added |
| Proequities, Inc. | 695 | $110.1K | 0.01% | +8+1.2% | Added |
| Montag A & Associates Inc | 702 | $111.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 760 | $118.9K | 0.00% | −10−1.3% | Reduced |
| Tobam | 769 | $120.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 775 | $122.8K | 0.02% | −174−18.3% | Reduced |
| Global Retirement Partners, LLC | 801 | $125.4K | 0.00% | −22−2.7% | Reduced |
| First Foundation Advisors | 803 | $125.7K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 821 | $128.5K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 829 | $129.7K | 0.07% | +829 | New |
| Centaurus Financial, Inc. | 844 | $132.0K | 0.01% | +1+0.1% | Added |
| Rosenberg Matthew Hamilton | 863 | $132.5K | 0.04% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 870 | $136.1K | 0.02% | +15+1.8% | Added |
| Ninepoint Partners LP | 873 | $136.6K | 0.02% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 892 | $136.9K | 0.02% | +892 | New |