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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 2,700 | $422.4K | 0.02% | +106+4.1% | Added |
| McMahon Financial Advisors, LLC | 2,700 | $422.5K | 0.11% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 2,710 | $424.1K | 0.21% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,715 | $424.9K | 0.14% | −200−6.9% | Reduced |
| Kessler Investment Group, LLC | 2,724 | $426.3K | 0.26% | +980+56.2% | Added |
| Sompo Asset Management Co., Ltd. | 2,730 | $427.2K | 0.07% | +800+41.5% | Added |
| Stevens Capital Management LP | 2,740 | $429.0K | 0.08% | +2,740 | New |
| Coco Enterprises, LLC | 2,872 | $431.6K | 0.29% | +6+0.2% | Added |
| Washington Trust Bank | 2,773 | $433.9K | 0.04% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,079 | $439.2K | 0.01% | +13+0.4% | Added |
| Graypoint LLC | 2,812 | $440.0K | 0.03% | +127+4.7% | Added |
| Mogy Joel R Investment Counsel Inc | 2,825 | $442.1K | 0.03% | 00.0% | Unchanged |
| Banco Santander, S.A. | 2,830 | $442.9K | 0.01% | +2,830 | New |
| Market Street Wealth Management Advisors LLC | 2,840 | $444.4K | 0.08% | +13+0.5% | Added |
| Walleye Capital LLC | 2,843 | $444.9K | 0.00% | +800+39.2% | Added |
| Shell Asset Management Co | 2,945 | $447.0K | 0.02% | +572+24.1% | Added |
| Sage Investment Advisers LLC | 2,896 | $453.1K | 0.52% | −34−1.2% | Reduced |
| HGI Capital Management, LLC | 2,917 | $456.5K | 0.49% | +2,917 | New |
| Mutual Advisors, LLC | 2,920 | $457.0K | 0.01% | −13−0.4% | Reduced |
| GAMMA Investing LLC | 2,921 | $457.1K | 0.09% | +301+11.5% | Added |
| We Are One Seven, LLC | 2,924 | $457.6K | 0.02% | −609−17.2% | Reduced |
| Titleist Asset Management, LLC | 2,940 | $460.0K | 0.08% | −271−8.4% | Reduced |
| Westpac Banking Corp | 2,961 | $463.4K | 0.04% | +15+0.5% | Added |
| First National Bank Sioux Falls | 2,965 | $464.0K | 0.25% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,970 | $464.7K | 0.01% | +239+8.8% | Added |
| Change Path, LLC | 2,970 | $465.0K | 0.02% | +2,970 | New |
| Opinicus Capital, Inc. | 2,985 | $467.2K | 0.41% | −470−13.6% | Reduced |
| FNY Investment Advisers, LLC | 3,000 | $469.0K | 0.31% | +800+36.4% | Added |
| Roble, Belko & Company, Inc | 3,000 | $469.0K | 0.08% | +3,000 | New |
| Westover Capital Advisors, LLC | 3,000 | $469.5K | 0.14% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 3,001 | $469.6K | 0.04% | −202−6.3% | Reduced |
| Lederer & Associates Investment Counsel | 3,007 | $471.0K | 0.33% | +69+2.3% | Added |
| Griffin Asset Management, Inc. | 3,032 | $474.5K | 0.06% | −1,593−34.4% | Reduced |
| Merrion Investment Management Co, LLC | 3,000 | $475.3K | 0.34% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 3,255 | $478.0K | 0.03% | +42+1.3% | Added |
| Prime Capital Investment Advisors, LLC | 3,055 | $478.1K | 0.01% | +37+1.2% | Added |
| Strategic Advocates LLC | 3,059 | $478.7K | 0.18% | +145+5.0% | Added |
| Washington Trust Co | 3,079 | $481.8K | 0.02% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 3,082 | $482.4K | 0.06% | +1,403+83.6% | Added |
| InTrack Investment Management Inc | 3,088 | $483.2K | 0.36% | −80−2.5% | Reduced |
| Cohen Klingenstein LLC | 3,100 | $485.1K | 0.02% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 3,240 | $485.7K | 0.02% | +3,240 | New |
| Embree Financial Group | 3,114 | $487.3K | 0.10% | +141+4.7% | Added |
| Proficio Capital Partners LLC | 3,144 | $492.0K | 0.05% | +249+8.6% | Added |
| Lazari Capital Management, Inc. | 3,153 | $493.5K | 0.27% | −101−3.1% | Reduced |
| Harvest Fund Management Co., Ltd | 3,170 | $496.0K | 0.04% | +1,185+59.7% | Added |
| Quadrant Capital Group LLC | 3,176 | $497.0K | 0.04% | +8+0.3% | Added |
| Sunbelt Securities, Inc. | 3,178 | $497.3K | 0.06% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,214 | $503.0K | 0.03% | +27+0.8% | Added |
| Reuter James Wealth Management, LLC | 3,225 | $504.7K | 0.35% | 00.0% | Unchanged |
| Wintrust Investments LLC | 3,229 | $505.0K | 0.04% | −200−5.8% | Reduced |
| PFG Investments, LLC | 3,232 | $505.8K | 0.03% | +1,171+56.8% | Added |
| Alpha Cubed Investments, LLC | 3,245 | $507.8K | 0.03% | +960+42.0% | Added |
| SkyView Investment Advisors, LLC | 3,253 | $509.0K | 0.09% | +3,253 | New |
| Jackson Square Capital, LLC | 3,274 | $512.3K | 0.13% | +3,274 | New |
| Two Sigma Securities, LLC | 3,276 | $512.7K | 0.02% | +3,276 | New |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $516.4K | 0.16% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,307 | $517.5K | 0.04% | +37+1.1% | Added |
| Ostrum Asset Management | 3,312 | $518.3K | 0.04% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 3,353 | $525.0K | 0.06% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 3,366 | $526.7K | 0.23% | −100−2.9% | Reduced |
| First Dallas Securities Inc. | 3,400 | $532.0K | 0.24% | +400+13.3% | Added |
| Ofi Invest Asset Management | 3,673 | $532.2K | 0.01% | −457−11.1% | Reduced |
| Tritonpoint Wealth, LLC | 3,598 | $535.6K | 0.06% | −206−5.4% | Reduced |
| Siemens Fonds Invest GmbH | 3,423 | $535.7K | 0.04% | −156−4.4% | Reduced |
| Lantern Wealth Advisors, LLC | 3,423 | $535.7K | 0.38% | +7+0.2% | Added |
| Stephens Inc | 3,439 | $538.1K | 0.01% | −1,138−24.9% | Reduced |
| Joel Isaacson & Co., LLC | 3,456 | $540.8K | 0.03% | +60+1.8% | Added |
| Cigna Investments Inc | 3,469 | $542.0K | 0.10% | −31−0.9% | Reduced |
| Tobias Financial Advisors, Inc. | 3,475 | $543.7K | 0.12% | +35+1.0% | Added |
| Optimum Investment Advisors | 3,479 | $544.4K | 0.25% | −250−6.7% | Reduced |
| HRT Financial LP | 3,517 | $550.0K | 0.00% | −3,270−48.2% | Reduced |
| Gables Capital Management Inc. | 3,515 | $550.1K | 0.30% | −50−1.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,525 | $551.6K | 0.02% | −100−2.8% | Reduced |
| Schechter Investment Advisors, LLC | 3,551 | $555.7K | 0.04% | +148+4.3% | Added |
| Portman Square Capital LLP | 3,599 | $563.2K | 0.13% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,602 | $563.7K | 0.25% | +3,602 | New |
| GTS Securities LLC | 3,610 | $564.9K | 0.02% | −4,152−53.5% | Reduced |
| Portside Wealth Group, LLC | 3,623 | $567.0K | 0.10% | +82+2.3% | Added |
| Congress Wealth Management LLC | 3,642 | $570.0K | 0.01% | +7+0.2% | Added |
| Ghe, LLC | 3,652 | $572.0K | 0.26% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,664 | $573.3K | 0.02% | +1,511+70.2% | Added |
| JDM Financial Group LLC | 3,695 | $578.2K | 0.42% | +9+0.2% | Added |
| CAPROCK Group, Inc. | 3,699 | $579.0K | 0.03% | +135+3.8% | Added |
| Rossmore Private Capital | 3,700 | $579.0K | 0.08% | −550−12.9% | Reduced |
| RS Crum Inc. | 3,709 | $580.4K | 0.16% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,728 | $583.0K | 0.01% | −1,013−21.4% | Reduced |
| Foster & Motley Inc | 3,723 | $583.0K | 0.04% | −735−16.5% | Reduced |
| American Investment Services, Inc. | 3,730 | $583.7K | 0.10% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,752 | $587.2K | 0.01% | +379+11.2% | Added |
| Beacon Investment Advisors LLC | 3,770 | $589.9K | 0.34% | −11−0.3% | Reduced |
| Diversify Advisory Services, LLC | 3,870 | $594.0K | 0.03% | +3,870 | New |
| CFM Wealth Partners LLC | 3,803 | $595.1K | 0.12% | +3,803 | New |
| Element Wealth, LLC | 3,849 | $602.4K | 0.35% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3,925 | $614.2K | 0.13% | +3,907+21,705.6% | Added |
| Geller Advisors LLC | 3,952 | $618.4K | 0.05% | +54+1.4% | Added |
| Trust Co of Vermont | 3,966 | $620.6K | 0.03% | 00.0% | Unchanged |
| Accuvest Global Advisors | 3,982 | $623.0K | 0.27% | +995+33.3% | Added |
| IHT Wealth Management, LLC | 3,996 | $625.3K | 0.03% | −25−0.6% | Reduced |
| Infrastructure Capital Advisors, LLC | 4,000 | $626.0K | 0.08% | +1,978+97.8% | Added |