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 |
|---|---|---|---|---|---|
| TrueWealth Advisors, LLC | 7,260 | $1.14M | 0.44% | 00.0% | Unchanged |
| Aspiriant, LLC | 7,281 | $1.14M | 0.05% | +7,281 | New |
| Bramshill Investments, LLC | 7,293 | $1.14M | 0.13% | +4,893+203.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 7,301 | $1.14M | 0.08% | +7,301 | New |
| Wexford Capital LP | 7,317 | $1.15M | 0.23% | −3,435−31.9% | Reduced |
| Meeder Advisory Services, Inc. | 7,375 | $1.15M | 0.12% | +398+5.7% | Added |
| Kinneret Advisory, LLC | 7,382 | $1.16M | 0.12% | −23−0.3% | Reduced |
| Illinois Municipal Retirement Fund | 7,454 | $1.17M | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 7,459 | $1.17M | 0.01% | +545+7.9% | Added |
| Alberta Investment Management Corp | 7,500 | $1.17M | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,980 | $1.19M | 0.03% | +1,574+16.7% | Added |
| Inspire Trust Co, N.A. | 7,620 | $1.19M | 0.67% | +4,920+182.2% | Added |
| CWA Asset Management Group, LLC | 7,668 | $1.20M | 0.07% | +4,447+138.1% | Added |
| Bedel Financial Consulting, Inc. | 7,704 | $1.21M | 0.19% | +10.0% | Added |
| Jamison Private Wealth Management, Inc. | 7,754 | $1.21M | 0.21% | +2,089+36.9% | Added |
| Qtron Investments LLC | 7,798 | $1.22M | 0.17% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 7,803 | $1.22M | 0.23% | −57−0.7% | Reduced |
| Palogic Value Management, L.P. | 7,862 | $1.23M | 0.53% | +157+2.0% | Added |
| Cullen Capital Management LLC | 7,864 | $1.23M | 0.01% | +460+6.2% | Added |
| Citadel Advisors LLC | 7,886 | $1.23M | 0.00% | −191,468−96.0% | Reduced |
| Ritholtz Wealth Management | 7,943 | $1.24M | 0.04% | +4,451+127.5% | Added |
| Radnor Capital Management, LLC | 8,004 | $1.25M | 0.21% | +8,004 | New |
| Meiji Yasuda Asset Management Co Ltd. | 8,022 | $1.26M | 0.05% | +900+12.6% | Added |
| Mark Asset Management LP | 8,023 | $1.26M | 0.17% | −617−7.1% | Reduced |
| Integrated Wealth Concepts LLC | 8,057 | $1.26M | 0.02% | +213+2.7% | Added |
| Penserra Capital Management LLC | 8,260 | $1.29M | 0.02% | −639−7.2% | Reduced |
| Groupama Asset Managment | 8,266 | $1.29M | 0.02% | −10,635−56.3% | Reduced |
| Personal Cfo Solutions, LLC | 8,270 | $1.29M | 0.20% | −2,932−26.2% | Reduced |
| AXS Investments LLC | 8,334 | $1.30M | 0.31% | −5,166−38.3% | Reduced |
| Assetmark, Inc | 8,366 | $1.31M | 0.00% | −886−9.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 8,475 | $1.33M | 0.10% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 8,487 | $1.33M | 0.24% | −5,480−39.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,542 | $1.33M | 0.01% | +1,597+23.0% | Added |
| Valeo Financial Advisors, LLC | 9,452 | $1.35M | 0.05% | +683+7.8% | Added |
| Versor Investments LP | 8,627 | $1.35M | 0.27% | +637+8.0% | Added |
| Tokio Marine Asset Management Co Ltd | 8,763 | $1.37M | 0.07% | +1,250+16.6% | Added |
| Rakuten Investment Management, Inc. | 8,767 | $1.37M | 0.01% | +7,959+985.0% | Added |
| Clarius Group, LLC | 8,853 | $1.39M | 0.10% | −1,160−11.6% | Reduced |
| Pitcairn Co | 8,857 | $1.39M | 0.09% | +4,851+121.1% | Added |
| Greenland Capital Management LP | 9,336 | $1.46M | 0.24% | +4,136+79.5% | Added |
| Brinker Capital Investments, LLC | 9,338 | $1.46M | 0.02% | +121+1.3% | Added |
| Orion Portfolio Solutions, LLC | 9,338 | $1.46M | 0.02% | +121+1.3% | Added |
| Slagle Financial, LLC | 9,385 | $1.47M | 0.80% | +9,385 | New |
| Greenleaf Trust | 9,492 | $1.49M | 0.01% | −77−0.8% | Reduced |
| Miracle Mile Advisors, LLC | 9,661 | $1.51M | 0.04% | +61+0.6% | Added |
| Stamos Capital Partners, L.P. | 9,720 | $1.52M | 0.35% | −750−7.2% | Reduced |
| iA Global Asset Management Inc. | 9,767 | $1.53M | 0.03% | +2,195+29.0% | Added |
| Massachusetts Financial Services Co | 9,834 | $1.54M | 0.00% | −678−6.4% | Reduced |
| Convergence Investment Partners, LLC | 9,882 | $1.55M | 0.59% | +1,533+18.4% | Added |
| Jeppson Wealth Management, LLC | 9,981 | $1.56M | 0.61% | −316−3.1% | Reduced |
| BCGM Wealth Management, LLC | 9,986 | $1.56M | 0.56% | +340+3.5% | Added |
| Mystic Asset Management, Inc. | 10,032 | $1.57M | 0.65% | +310+3.2% | Added |
| Granger Management LLC | 10,204 | $1.60M | 0.32% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 10,256 | $1.60M | 0.03% | +163+1.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,342 | $1.62M | 0.04% | +16+0.2% | Added |
| Ossiam | 10,381 | $1.62M | 0.03% | −4,780−31.5% | Reduced |
| Wellington Shields Capital Management, LLC | 10,445 | $1.63M | 0.31% | −800−7.1% | Reduced |
| Intech Investment Management LLC | 10,462 | $1.64M | 0.02% | −7,501−41.8% | Reduced |
| Veriti Management LLC | 10,537 | $1.65M | 0.12% | +1,198+12.8% | Added |
| Acadian Asset Management LLC | 10,552 | $1.65M | 0.01% | −1,017−8.8% | Reduced |
| Premier Path Wealth Partners, LLC | 10,643 | $1.66M | 0.31% | +106+1.0% | Added |
| Lido Advisors, LLC | 10,710 | $1.68M | 0.01% | −2,217−17.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,755 | $1.68M | 0.12% | −868−7.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 10,792 | $1.69M | 0.04% | 00.0% | Unchanged |
| Diversified Trust Co | 10,852 | $1.70M | 0.05% | +6,153+130.9% | Added |
| Swiss Life Asset Management Ltd | 10,919 | $1.71M | 0.02% | −75,051−87.3% | Reduced |
| Prospera Financial Services Inc | 11,000 | $1.72M | 0.05% | −285−2.5% | Reduced |
| Everence Capital Management Inc | 11,169 | $1.75M | 0.12% | −60−0.5% | Reduced |
| Stratos Wealth Partners, LTD. | 11,548 | $1.81M | 0.03% | +8,826+324.2% | Added |
| Cascade Investment Advisors, Inc. | 11,728 | $1.84M | 1.20% | −565−4.6% | Reduced |
| Signet Financial Management, LLC | 11,733 | $1.84M | 0.25% | +749+6.8% | Added |
| GWM Advisors LLC | 11,746 | $1.84M | 0.02% | +132+1.1% | Added |
| Alpine Woods Capital Investors, LLC | 13,100 | $1.84M | 0.37% | 00.0% | Unchanged |
| Investors Research Corp | 11,787 | $1.84M | 0.43% | −450−3.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 11,940 | $1.87M | 0.52% | +32+0.3% | Added |
| KG&L Capital Management,LLC | 12,281 | $1.87M | 0.74% | 00.0% | Unchanged |
| Howland Capital Management LLC | 11,961 | $1.87M | 0.09% | −100−0.8% | Reduced |
| Affinity Investment Advisors, LLC | 11,993 | $1.88M | 1.37% | −915−7.1% | Reduced |
| APG Asset Management N.V. | 13,169 | $1.91M | 0.00% | +200+1.5% | Added |
| Equitable Holdings, Inc. | 12,204 | $1.91M | 0.02% | +5,419+79.9% | Added |
| Scotia Capital Inc. | 12,457 | $1.95M | 0.01% | +5,060+68.4% | Added |
| Vinva Investment Management Ltd | 12,506 | $1.96M | 0.11% | +3,238+34.9% | Added |
| Wolverine Trading, LLC | 12,592 | $1.97M | 0.02% | +7,896+168.1% | Added |
| TCG Advisory Services, LLC | 12,600 | $1.97M | 0.11% | +4,381+53.3% | Added |
| Jaffetilchin Investment Partners, LLC | 12,768 | $2.00M | 0.18% | −308−2.4% | Reduced |
| Tower Bridge Advisors | 12,800 | $2.00M | 0.20% | −4,200−24.7% | Reduced |
| Toroso Investments, LLC | 12,849 | $2.01M | 0.03% | +2,099+19.5% | Added |
| AIA Group Ltd | 12,869 | $2.01M | 0.07% | +12,869 | New |
| Ieq Capital, LLC | 12,882 | $2.02M | 0.03% | +1,199+10.3% | Added |
| Carret Asset Management, LLC | 12,953 | $2.03M | 0.24% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 13,580 | $2.04M | 1.93% | −2,605−16.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 13,098 | $2.05M | 0.02% | +5,651+75.9% | Added |
| Cunning Capital Partners, LP | 13,265 | $2.08M | 1.15% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 13,440 | $2.10M | 0.25% | −745−5.3% | Reduced |
| Plato Investment Management Ltd | 13,480 | $2.11M | 0.22% | +13,026+2,869.2% | Added |
| Snowden Capital Advisors LLC | 13,533 | $2.12M | 0.07% | +291+2.2% | Added |
| Erste Asset Management GmbH | 13,700 | $2.12M | 0.03% | +3,000+28.0% | Added |
| Clough Capital Partners L P | 13,600 | $2.13M | 0.23% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 13,600 | $2.13M | 0.05% | +1,000+7.9% | Added |
| Diligent Investors, LLC | 13,672 | $2.14M | 0.54% | −253−1.8% | Reduced |