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 |
|---|---|---|---|---|---|
| Whalerock Point Partners, LLC | 1,776 | $277.9K | 0.08% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,784 | $279.2K | 0.07% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,786 | $279.5K | 0.01% | +1,786 | New |
| Augustine Asset Management Inc | 1,791 | $280.3K | 0.12% | −332−15.6% | Reduced |
| Clearwater Capital Advisors, LLC | 1,800 | $281.7K | 0.03% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,804 | $282.2K | 0.19% | −63−3.4% | Reduced |
| Cornerstone Advisory, LLC | 1,808 | $282.9K | 0.04% | −1,046−36.7% | Reduced |
| Paloma Partners Management Co | 1,809 | $283.1K | 0.04% | +1,809 | New |
| Leo Wealth, LLC | 1,820 | $284.3K | 0.03% | +159+9.6% | Added |
| Simmons Bank | 1,840 | $287.9K | 0.02% | −216−10.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,841 | $288.1K | 0.07% | +10+0.5% | Added |
| All Season Financial Advisors, Inc. | 1,843 | $288.4K | 0.24% | +44+2.4% | Added |
| Brevan Howard Capital Management LP | 1,859 | $290.9K | 0.03% | +1,859 | New |
| Prudent Man Advisors, LLC | 1,861 | $291.2K | 0.11% | −1,409−43.1% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 1,879 | $294.0K | 0.11% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,889 | $295.6K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,893 | $296.3K | 0.01% | +62+3.4% | Added |
| Smithfield Trust Co | 1,905 | $298.0K | 0.02% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 1,913 | $299.4K | 0.00% | +69+3.7% | Added |
| Samalin Investment Counsel, LLC | 1,916 | $299.8K | 0.14% | −291−13.2% | Reduced |
| Dorsey Wright & Associates | 1,921 | $301.0K | 0.08% | +1,921 | New |
| Shelton Capital Management | 1,930 | $302.0K | 0.01% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 1,952 | $305.5K | 0.06% | +181+10.2% | Added |
| Lakeview Capital Partners, LLC | 1,985 | $310.6K | 0.05% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 1,994 | $312.0K | 0.21% | +51+2.6% | Added |
| EJF Capital LLC | 2,000 | $313.0K | 0.22% | −2,000−50.0% | Reduced |
| Stock Yards Bank & Trust Co | 2,000 | $313.0K | 0.01% | −134−6.3% | Reduced |
| ZRC Wealth Management, LLC | 2,019 | $316.0K | 0.16% | 00.0% | Unchanged |
| Algert Global LLC | 2,033 | $318.1K | 0.01% | −1,262−38.3% | Reduced |
| Maven Securities LTD | 2,036 | $318.6K | 0.02% | +2,036 | New |
| Rockland Trust Co | 2,050 | $320.8K | 0.02% | 00.0% | Unchanged |
| Vicus Capital | 2,061 | $322.5K | 0.03% | +217+11.8% | Added |
| Manchester Financial Inc | 2,066 | $323.3K | 0.08% | −2−0.1% | Reduced |
| Kovack Advisors, Inc. | 2,070 | $323.9K | 0.04% | +103+5.2% | Added |
| Cetera Trust Company, N.A | 2,075 | $324.7K | 0.20% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,132 | $327.2K | 0.14% | −19−0.9% | Reduced |
| United Advisor Group, LLC | 2,103 | $329.1K | 0.12% | −2,347−52.7% | Reduced |
| Harbor Investment Advisory, LLC | 2,118 | $331.4K | 0.03% | −550−20.6% | Reduced |
| Lafayette Investments, Inc. | 2,125 | $332.5K | 0.07% | 00.0% | Unchanged |
| White Pine Capital LLC | 2,371 | $333.2K | 0.13% | +346+17.1% | Added |
| Buckingham Strategic Wealth, LLC | 2,132 | $333.6K | 0.00% | +253+13.5% | Added |
| Mesirow Financial Investment Management, Inc. | 2,141 | $335.1K | 0.01% | +49+2.3% | Added |
| LJI Wealth Management, LLC | 2,151 | $336.6K | 0.09% | −80−3.6% | Reduced |
| MBB Public Markets I LLC | 2,153 | $336.9K | 0.02% | +2,153 | New |
| Resonant Capital Advisors, LLC | 2,157 | $337.5K | 0.03% | +120+5.9% | Added |
| Corton Capital Inc. | 2,160 | $338.0K | 0.12% | +2,160 | New |
| Affinity Wealth Management LLC | 2,171 | $339.7K | 0.06% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,178 | $340.8K | 0.11% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 2,392 | $341.9K | 0.01% | −199−7.7% | Reduced |
| Umb Bank N A | 2,193 | $343.2K | 0.01% | +97+4.6% | Added |
| Redhawk Wealth Advisors, Inc. | 2,195 | $343.5K | 0.06% | −4−0.2% | Reduced |
| Rehmann Capital Advisory Group | 2,195 | $343.5K | 0.03% | −30−1.3% | Reduced |
| Avestar Capital, LLC | 2,182 | $345.6K | 0.04% | +440+25.3% | Added |
| Oxford Financial Group Ltd | 2,209 | $345.6K | 0.02% | −87−3.8% | Reduced |
| Steele Capital Management, Inc. | 2,230 | $349.0K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,251 | $352.3K | 0.04% | +22+1.0% | Added |
| LRI Investments, LLC | 2,252 | $352.4K | 0.09% | +2,252 | New |
| Moody National Bank Trust Division | 2,259 | $353.5K | 0.03% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 2,268 | $354.9K | 0.05% | −15−0.7% | Reduced |
| Ci Investments Inc. | 2,290 | $358.0K | 0.00% | +185+8.8% | Added |
| Gateway Investment Advisers LLC | 2,289 | $358.2K | 0.00% | −102−4.3% | Reduced |
| RMR Wealth Builders | 2,266 | $359.0K | 0.04% | −104−4.4% | Reduced |
| Great Lakes Advisors, LLC | 2,340 | $366.2K | 0.00% | +650+38.5% | Added |
| Intrust Bank NA | 2,341 | $366.3K | 0.04% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 2,342 | $366.5K | 0.11% | +537+29.8% | Added |
| Legacy Financial Advisors, Inc. | 2,357 | $368.8K | 0.07% | +74+3.2% | Added |
| Pinnacle Associates Ltd | 2,358 | $368.9K | 0.01% | +160+7.3% | Added |
| Good Life Advisors, LLC | 2,380 | $372.4K | 0.03% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 2,388 | $373.7K | 0.01% | +116+5.1% | Added |
| Kapitalo Investimentos Ltda | 2,395 | $374.8K | 0.08% | +2,395 | New |
| Norden Group LLC | 2,398 | $375.3K | 0.08% | +2,398 | New |
| Silverleafe Capital Partners, LLC | 2,400 | $375.6K | 0.15% | 00.0% | Unchanged |
| Regions Financial Corp | 2,403 | $376.0K | 0.00% | +415+20.9% | Added |
| Mission Wealth Management, LP | 2,407 | $376.7K | 0.01% | +618+34.5% | Added |
| Kaizen Financial Strategies | 2,452 | $383.7K | 0.26% | +32+1.3% | Added |
| Trust Co | 2,453 | $383.9K | 0.05% | −128−5.0% | Reduced |
| Bard Financial Services, Inc. | 2,460 | $385.0K | 0.04% | +45+1.9% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 2,545 | $390.6K | 0.23% | +95+3.9% | Added |
| Schnieders Capital Management LLC | 2,498 | $390.9K | 0.08% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,500 | $391.2K | 0.03% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 2,500 | $391.2K | 0.14% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,504 | $391.8K | 0.01% | +2,504 | New |
| Stratos Wealth Advisors, LLC | 2,507 | $392.4K | 0.02% | −14−0.6% | Reduced |
| Strategic Financial Concepts, LLC | 2,510 | $392.7K | 0.09% | +2,510 | New |
| Welch Group, LLC | 2,513 | $393.3K | 0.02% | +4+0.2% | Added |
| Lincoln National Corp | 2,523 | $394.8K | 0.01% | +442+21.2% | Added |
| Balentine LLC | 2,557 | $400.2K | 0.01% | −241−8.6% | Reduced |
| Octavia Wealth Advisors, LLC | 2,557 | $400.2K | 0.06% | −91−3.4% | Reduced |
| Capital Investment Advisors, LLC | 2,566 | $401.6K | 0.01% | −566−18.1% | Reduced |
| Capula Management Ltd | 2,582 | $404.1K | 0.01% | +2,582 | New |
| Nomura Holdings Inc | 2,602 | $407.2K | 0.00% | −56,039−95.6% | Reduced |
| Larson Financial Group LLC | 2,623 | $410.5K | 0.03% | +34+1.3% | Added |
| Bradley Foster & Sargent Inc | 2,638 | $412.8K | 0.01% | −853−24.4% | Reduced |
| Novare Capital Management LLC | 2,645 | $413.9K | 0.04% | +435+19.7% | Added |
| Conning Inc. | 2,668 | $417.5K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2,677 | $418.9K | 0.16% | −100−3.6% | Reduced |
| NBC Securities, Inc. | 2,679 | $419.0K | 0.04% | −116−4.2% | Reduced |
| Principal Securities, Inc. | 2,683 | $419.9K | 0.01% | +216+8.8% | Added |
| Edmp, Inc. | 2,696 | $421.9K | 0.35% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 2,694 | $422.0K | 0.24% | +97+3.7% | Added |