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Livermore
ZHEN

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.

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
Stelac Advisory Services LLC881$137.9K0.06%00.0%Unchanged
Clearstead Advisors, LLC1,008$148.1K0.01%−85−7.8%Reduced
Bullock Wealth Management Group976$149.8K0.10%+976New
Vestor Capital, LLC1,000$156.0K0.01%00.0%Unchanged
Benjamin Edwards Inc1,000$156.0K0.03%00.0%Unchanged
First Manhattan Co1,000$156.5K0.00%−2−0.2%Reduced
Rowland & Co Investment Counsel1,000$156.5K0.03%00.0%Unchanged
Alta Advisers Ltd1,000$156.5K0.08%00.0%Unchanged
AllSquare Wealth Management LLC1,000$156.5K0.09%00.0%Unchanged
Laffer Tengler Investments1,015$158.8K0.04%+79+8.4%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,020$159.6K0.07%00.0%Unchanged
Motco1,024$160.2K0.01%−3−0.3%Reduced
Massmutual Trust Co FSB1,059$165.7K0.01%+51+5.1%Added
Allworth Financial LP1,075$168.2K0.00%+280+35.2%Added
Catalyst Funds Management Pty Ltd1,100$172.1K0.05%+1,100New
Thompson Investment Management, Inc.1,134$177.5K0.03%−12−1.0%Reduced
Cutler Group LP1,152$180.0K0.09%+603+109.8%Added
Hilltop National Bank1,193$186.7K0.06%+1,193New
Parkside Financial Bank & Trust1,210$189.4K0.03%+8+0.7%Added
Logan Capital Management Inc1,272$199.1K0.01%00.0%Unchanged
Gamco Investors, Inc. Et Al1,280$200.3K0.00%+1,280New
Firestone Capital Management1,280$200.3K0.06%+1,280New
Central Trust Co1,287$201.4K0.01%−63−4.7%Reduced
Bluefin Capital Management, LLC1,300$203.4K0.03%−12,575−90.6%Reduced
CSS LLC1,300$203.4K0.02%−600−31.6%Reduced
AE Wealth Management LLC1,303$203.8K0.00%−32,194−96.1%Reduced
AJOVista, LLC1,308$204.7K0.55%00.0%Unchanged
PDS Planning, Inc1,314$205.6K0.02%+1,314New
U.S. Capital Wealth Advisors, LLC1,318$206.3K0.01%+1,318New
Legacy Advisors, LLC1,308$207.2K0.03%+1,308New
Silvercrest Asset Management Group LLC1,328$207.8K0.00%+1,328New
Burney Co1,345$210.5K0.01%+1,345New
Atlantic Edge Private Wealth Management, LLC1,350$211.3K0.07%00.0%Unchanged
Breakwater Capital Group1,376$215.3K0.05%+1,376New
Verus Capital Partners, LLC1,389$217.3K0.02%−183−11.6%Reduced
KMG Fiduciary Partners, LLC1,394$218.1K0.02%−824−37.2%Reduced
InterOcean Capital Group, LLC1,399$218.9K0.01%+1,399New
TD Private Client Wealth LLC1,400$219.1K0.01%−289−17.1%Reduced
Kathmere Capital Management, LLC1,409$220.5K0.03%+1,409New
Modera Wealth Management, LLC1,420$222.3K0.00%+1,420New
Capasso Planning Partners LLC1,422$222.5K0.09%−9−0.6%Reduced
Morningstar Investment Services LLC1,452$224.0K0.00%−1,028−41.5%Reduced
Meeder Asset Management Inc1,444$226.0K0.01%+1,444New
Abn Amro Investment Solutions1,449$226.8K0.00%00.0%Unchanged
Socha Financial Group, LLC1,450$226.8K0.10%+1,450New
Indie Asset Partners, LLC1,462$228.8K0.20%+39+2.7%Added
Advus Financial Partners, LLC1,466$229.4K0.07%+1,466New
Schwarz Dygos Wheeler Investment Advisors LLC1,467$229.6K0.07%00.0%Unchanged
First Horizon Advisors, Inc.1,471$230.2K0.01%00.0%Unchanged
Aptus Capital Advisors, LLC1,478$231.3K0.00%+1,478New
Fiduciary Trust Co1,485$232.4K0.00%−42−2.8%Reduced
Howard Capital Management Group, LLC1,490$233.2K0.02%00.0%Unchanged
Lavaca Capital LLC1,500$234.7K0.14%00.0%Unchanged
Abbrea Capital, LLC1,504$235.0K0.03%−18−1.2%Reduced
Carnegie Capital Asset Management, LLC1,504$235.4K0.01%−50−3.2%Reduced
William Allan, LLC1,510$236.0K0.16%00.0%Unchanged
RSM US Wealth Management LLC1,521$238.1K0.01%+10+0.7%Added
First National Bank1,528$239.1K0.18%00.0%Unchanged
Jacobi Capital Management LLC1,532$239.7K0.02%+1+0.1%Added
Cidel Asset Management Inc1,532$239.7K0.02%−68−4.3%Reduced
Quotient Wealth Partners, LLC1,541$241.2K0.01%+1,541New
Pinnacle Wealth Planning Services, Inc.1,555$243.3K0.04%−17−1.1%Reduced
One Capital Management, LLC1,578$246.9K0.01%+1,578New
American Trust Investment Advisors, LLC1,585$248.0K0.12%+1,585New
Martingale Asset Management L P1,595$249.6K0.00%+1,595New
Cladis Investment Advisory, LLC1,600$250.4K0.18%−500−23.8%Reduced
Icon Wealth Advisors, LLC1,602$250.6K0.02%+5+0.3%Added
Viawealth, LLC1,602$250.7K0.16%−190−10.6%Reduced
Dearborn Partners LLC1,608$251.6K0.01%00.0%Unchanged
Summit Global Investments1,614$253.0K0.02%−4,613−74.1%Reduced
Childress Capital Advisors, LLC1,624$254.1K0.07%−118−6.8%Reduced
Godshalk Welsh Capital Management, Inc.1,625$254.3K0.17%00.0%Unchanged
Hanover Advisors Inc1,628$254.8K0.11%+1,628New
Farther Finance Advisors, LLC1,664$255.4K0.02%+149+9.8%Added
Paradigm Asset Management Co LLC1,635$255.9K0.06%00.0%Unchanged
KLCM Advisors, Inc.1,644$257.3K0.03%−1,500−47.7%Reduced
Cullinan Associates Inc1,650$258.2K0.01%−4,070−71.2%Reduced
Worth Venture Partners, LLC1,650$258.2K1.80%00.0%Unchanged
Barry Investment Advisors, LLC1,634$259.0K0.09%00.0%Unchanged
Cornerstone Wealth Management, LLC1,672$261.7K0.02%+4+0.2%Added
EverSource Wealth Advisors, LLC1,865$262.2K0.02%−39−2.0%Reduced
Ridgewood Investments LLC1,679$262.7K0.14%−60−3.5%Reduced
MRP Capital Investments, LLC1,680$262.9K0.26%−275−14.1%Reduced
Sloy Dahl & Holst, LLC1,680$262.9K0.06%00.0%Unchanged
Lindbrook Capital, LLC1,682$263.2K0.02%+33+2.0%Added
Camelot Portfolios, LLC1,685$263.7K0.26%−1,202−41.6%Reduced
PAX Financial Group, LLC1,687$263.9K0.05%−39−2.3%Reduced
BNP Paribas1,688$264.2K0.01%+1,688New
Sage Mountain Advisors LLC1,692$264.8K0.03%+222+15.1%Added
Synovus Financial Corp1,695$266.2K0.00%+1,695New
Moors & Cabot, Inc.1,712$267.9K0.01%−1,114−39.4%Reduced
Fidelis Capital Partners, LLC1,714$268.2K0.04%+295+20.8%Added
Capital Square, LLC1,716$268.7K0.19%−130−7.0%Reduced
Sentry Investment Management LLC1,718$269.0K0.10%00.0%Unchanged
Alps Advisors Inc1,734$271.4K0.00%−235−11.9%Reduced
Cabot Wealth Management Inc1,745$273.1K0.04%00.0%Unchanged
Deseret Mutual Benefit Administrators1,745$273.1K0.14%+150+9.4%Added
Ascent Group, LLC1,749$273.7K0.02%+1,749New
V-Square Quantitative Management LLC1,755$274.6K0.05%00.0%Unchanged
North Star Investment Management Corp.1,771$277.1K0.02%+41+2.4%Added