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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 4,009 | $627.4K | 0.01% | −759−15.9% | Reduced |
| American Assets Investment Management, LLC | 4,075 | $637.7K | 0.06% | +4,075 | New |
| Sequoia Financial Advisors, LLC | 4,090 | $640.1K | 0.01% | −1,944−32.2% | Reduced |
| Resources Investment Advisors, LLC. | 4,093 | $640.6K | 0.01% | +84+2.1% | Added |
| Oak Grove Capital LLC | 4,100 | $641.6K | 0.18% | 00.0% | Unchanged |
| Renaissance Group LLC | 4,121 | $644.9K | 0.02% | +1,717+71.4% | Added |
| Alta Wealth Advisors LLC | 4,126 | $645.7K | 0.33% | −107−2.5% | Reduced |
| Inspire Advisors, LLC | 4,126 | $645.8K | 0.09% | +70+1.7% | Added |
| Ninety One SA (PTY) Ltd | 4,149 | $646.8K | 0.09% | −556−11.8% | Reduced |
| Nabity-Jensen Investment Management Inc | 4,141 | $648.0K | 0.53% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,156 | $650.5K | 0.05% | −239−5.4% | Reduced |
| NorthRock Partners, LLC | 4,145 | $656.6K | 0.03% | +518+14.3% | Added |
| Atomi Financial Group, Inc. | 4,196 | $656.7K | 0.06% | +1,502+55.8% | Added |
| Independent Financial Group, LLC | 4,211 | $658.9K | 0.03% | −867−17.1% | Reduced |
| VELA Investment Management, LLC | 4,234 | $662.6K | 0.24% | +51+1.2% | Added |
| Ballentine Partners, LLC | 4,238 | $663.2K | 0.01% | +316+8.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,446 | $695.8K | 0.00% | +237+5.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,455 | $697.2K | 0.04% | +1,576+54.7% | Added |
| Emergent Wealth Advisors, LLC | 4,477 | $700.7K | 0.60% | −168−3.6% | Reduced |
| Insigneo Advisory Services, LLC | 4,502 | $704.6K | 0.08% | +162+3.7% | Added |
| Pekin Hardy Strauss, Inc. | 4,515 | $706.6K | 0.10% | −60−1.3% | Reduced |
| Los Angeles Capital Management LLC | 4,524 | $708.0K | 0.00% | +481+11.9% | Added |
| Murphy Pohlad Asset Management LLC | 4,536 | $709.8K | 0.28% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,569 | $715.1K | 0.02% | +1,990+77.2% | Added |
| Heritage Trust Co | 4,598 | $719.5K | 0.10% | +144+3.2% | Added |
| First Hawaiian Bank | 4,609 | $721.3K | 0.02% | −315−6.4% | Reduced |
| Parallel Advisors, LLC | 4,647 | $727.3K | 0.02% | +132+2.9% | Added |
| Entropy Technologies, LP | 4,674 | $731.4K | 0.08% | +4,674 | New |
| Donoghue Forlines LLC | 4,742 | $742.1K | 0.21% | −6,126−56.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,745 | $742.6K | 0.03% | −424−8.2% | Reduced |
| XTX Topco Ltd | 4,778 | $747.7K | 0.10% | +4,778 | New |
| Horizon Investments, LLC | 4,782 | $748.3K | 0.02% | +73+1.6% | Added |
| Monetary Management Group Inc | 4,791 | $749.7K | 0.21% | −334−6.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $751.8K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4,841 | $757.6K | 0.31% | −10.0% | Reduced |
| International Assets Investment Management, LLC | 5,000 | $767.3K | 0.08% | −1,454−22.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,927 | $771.0K | 0.08% | −636−11.4% | Reduced |
| American Assets Inc | 5,000 | $782.5K | 0.29% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 5,025 | $786.3K | 0.03% | −713−12.4% | Reduced |
| Gilman Hill Asset Management, LLC | 5,026 | $786.5K | 0.14% | +475+10.4% | Added |
| Profund Advisors LLC | 5,032 | $787.5K | 0.03% | −552−9.9% | Reduced |
| Monument Capital Management | 5,070 | $793.4K | 0.23% | −121−2.3% | Reduced |
| Sumitomo Life Insurance Co | 5,086 | $795.9K | 0.02% | −344−6.3% | Reduced |
| TBH Global Asset Management, LLC | 5,093 | $797.0K | 0.16% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,102 | $798.4K | 0.02% | +155+3.1% | Added |
| CIBC Private Wealth Group, LLC | 5,209 | $799.4K | 0.00% | +192+3.8% | Added |
| Invst, LLC | 5,305 | $814.2K | 0.10% | −1,162−18.0% | Reduced |
| Intrua Financial, LLC | 5,400 | $845.1K | 0.13% | −212−3.8% | Reduced |
| Coldstream Capital Management Inc | 5,425 | $849.0K | 0.02% | +233+4.5% | Added |
| Avantax Advisory Services, Inc. | 5,431 | $849.9K | 0.01% | −28−0.5% | Reduced |
| Jump Financial, LLC | 5,541 | $867.1K | 0.02% | +5,541 | New |
| Ellevest, Inc. | 5,561 | $870.2K | 0.05% | +409+7.9% | Added |
| Wedmont Private Capital | 5,835 | $876.4K | 0.06% | +148+2.6% | Added |
| Prudential PLC | 5,633 | $881.5K | 0.01% | −10,688−65.5% | Reduced |
| AlphaStar Capital Management, LLC | 5,665 | $886.5K | 0.09% | +4,197+285.9% | Added |
| Wellington Shields & Co., LLC | 5,700 | $892.0K | 0.30% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,701 | $892.1K | 0.10% | −200−3.4% | Reduced |
| Checchi Capital Advisers, LLC | 5,735 | $897.5K | 0.07% | +270+4.9% | Added |
| Adams Asset Advisors, LLC | 5,789 | $905.9K | 0.12% | 00.0% | Unchanged |
| Western Financial Corp | 5,866 | $918.0K | 0.56% | +5,866 | New |
| Keybank National Association | 5,904 | $923.9K | 0.00% | +416+7.6% | Added |
| MSH Capital Advisors LLC | 5,934 | $928.6K | 0.33% | −311−5.0% | Reduced |
| Regal Investment Advisors LLC | 5,941 | $929.6K | 0.06% | +1,994+50.5% | Added |
| Simplicity Wealth,LLC | 5,997 | $938.5K | 0.02% | +5,997 | New |
| Gabelli Funds LLC | 6,000 | $938.9K | 0.01% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 6,033 | $944.2K | 0.03% | +78+1.3% | Added |
| Brown Advisory Inc | 6,041 | $945.3K | 0.00% | −340−5.3% | Reduced |
| Syon Capital LLC | 6,046 | $946.1K | 0.09% | +117+2.0% | Added |
| Boston Private Wealth LLC | 6,064 | $948.9K | 0.02% | +733+13.7% | Added |
| Steel Peak Wealth Management LLC | 6,115 | $956.9K | 0.05% | −152−2.4% | Reduced |
| Harbor Capital Advisors, Inc. | 6,147 | $962.0K | 0.13% | +6,147 | New |
| Perigon Wealth Management, LLC | 6,167 | $965.1K | 0.03% | −308−4.8% | Reduced |
| Solidarilty Wealth, LLC | 6,170 | $965.5K | 0.30% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 6,170 | $965.5K | 0.02% | +6,170 | New |
| Qube Research & Technologies Ltd | 6,194 | $969.3K | 0.00% | +793+14.7% | Added |
| MAI Capital Management | 6,265 | $980.4K | 0.01% | +902+16.8% | Added |
| Marino, Stram & Associates LLC | 6,295 | $985.1K | 0.23% | +93+1.5% | Added |
| Baker Tilly Wealth Management, LLC | 6,471 | $1.01M | 0.18% | −205−3.1% | Reduced |
| Inceptionr LLC | 6,484 | $1.01M | 0.26% | +6,484 | New |
| Retirement Planning Co of New England, Inc. | 6,576 | $1.03M | 0.56% | −459−6.5% | Reduced |
| Raymond James Trust N.A. | 6,654 | $1.04M | 0.03% | +835+14.3% | Added |
| Assenagon Asset Management S.A. | 6,713 | $1.05M | 0.00% | +237+3.7% | Added |
| Future Financial Wealth Managment LLC | 6,722 | $1.05M | 0.81% | −84−1.2% | Reduced |
| Verition Fund Management LLC | 6,769 | $1.06M | 0.01% | −395−5.5% | Reduced |
| Sigma Planning Corp | 6,785 | $1.06M | 0.03% | +3,769+125.0% | Added |
| Strategic Advisors LLC | 6,868 | $1.07M | 0.21% | +68+1.0% | Added |
| New England Research & Management, Inc. | 6,880 | $1.08M | 0.53% | −3,645−34.6% | Reduced |
| Carmel Capital Partners, LLC | 6,897 | $1.08M | 0.45% | +178+2.6% | Added |
| Gifford Fong Associates | 7,000 | $1.09M | 0.30% | 00.0% | Unchanged |
| Wedbush Securities Inc | 7,033 | $1.10M | 0.04% | +1,378+24.4% | Added |
| Commerzbank Aktiengesellschaft | 7,089 | $1.11M | 0.04% | +392+5.9% | Added |
| NEOS Investment Management LLC | 7,140 | $1.12M | 0.07% | +2,740+62.3% | Added |
| Castle Rock Wealth Management, LLC | 7,978 | $1.12M | 0.31% | +645+8.8% | Added |
| Yelin Lapidot Holdings Management Ltd. | 7,150 | $1.12M | 0.23% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 7,956 | $1.12M | 0.03% | −692−8.0% | Reduced |
| Chesapeake Asset Management LLC | 7,200 | $1.13M | 1.12% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 7,200 | $1.13M | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,202 | $1.13M | 0.05% | −165−2.2% | Reduced |
| MBL Wealth, LLC | 7,226 | $1.13M | 0.13% | −2,985−29.2% | Reduced |
| Apollon Wealth Management, LLC | 7,237 | $1.13M | 0.04% | +574+8.6% | Added |