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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 13,775 | $2.16M | 0.02% | −1,566−10.2% | Reduced |
| Moran Wealth Management, LLC | 13,819 | $2.16M | 0.07% | +2,996+27.7% | Added |
| Brookstone Capital Management | 13,991 | $2.19M | 0.04% | +1,230+9.6% | Added |
| Edgestream Partners, L.P. | 14,121 | $2.21M | 0.11% | −7,334−34.2% | Reduced |
| Park Avenue Securities LLC | 14,186 | $2.22M | 0.03% | +617+4.5% | Added |
| Venture Visionary Partners LLC | 14,187 | $2.22M | 0.11% | +139+1.0% | Added |
| Cascade Investment Group, Inc. | 14,271 | $2.23M | 1.67% | −430−2.9% | Reduced |
| Point72 Asset Management, L.P. | 14,395 | $2.25M | 0.01% | −51,333−78.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 20,442 | $2.26M | 1.61% | +20,442 | New |
| Tower Research Capital LLC (TRC) | 14,655 | $2.29M | 0.06% | −40,463−73.4% | Reduced |
| Quadrature Capital Ltd | 15,242 | $2.38M | 0.04% | +5,635+58.7% | Added |
| AMG National Trust Bank | 15,572 | $2.44M | 0.07% | −7,550−32.7% | Reduced |
| Redmond Asset Management, LLC | 15,805 | $2.47M | 0.79% | −377−2.3% | Reduced |
| Advisors Asset Management, Inc. | 16,110 | $2.52M | 0.05% | +2,148+15.4% | Added |
| Lincluden Management Ltd | 16,312 | $2.55M | 0.30% | −600−3.5% | Reduced |
| New Mexico Educational Retirement Board | 16,395 | $2.57M | 0.09% | −600−3.5% | Reduced |
| Perpetual Ltd | 16,420 | $2.57M | 0.03% | −4,110−20.0% | Reduced |
| Financial Management Network Inc | 17,570 | $2.60M | 0.66% | −1,661−8.6% | Reduced |
| GeoWealth Management, LLC | 16,757 | $2.62M | 0.10% | +4,158+33.0% | Added |
| Glenmede Trust Co NA | 16,833 | $2.63M | 0.01% | +1,039+6.6% | Added |
| Chilton Capital Management LLC | 16,883 | $2.64M | 0.12% | −2,088−11.0% | Reduced |
| Blair William & Co | 16,909 | $2.65M | 0.01% | −323−1.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 17,294 | $2.71M | 0.22% | −560−3.1% | Reduced |
| Lockheed Martin Investment Management Co | 18,879 | $2.71M | 0.20% | −5,700−23.2% | Reduced |
| Spirit of America Management Corp | 17,500 | $2.74M | 0.55% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 17,547 | $2.75M | 0.01% | −560−3.1% | Reduced |
| Black Swift Group, LLC | 17,830 | $2.79M | 0.72% | −3,785−17.5% | Reduced |
| Credit Agricole S A | 19,999 | $2.81M | 0.05% | +10,569+112.1% | Added |
| Atria Wealth Solutions, Inc. | 17,913 | $2.83M | 0.03% | −1,496−7.7% | Reduced |
| Adell Harriman & Carpenter Inc | 18,593 | $2.91M | 0.24% | −897−4.6% | Reduced |
| Red Cedar Investment Management, LLC | 18,664 | $2.92M | 0.36% | +11,430+158.0% | Added |
| Louisiana State Employees Retirement System | 19,000 | $2.97M | 0.06% | −700−3.6% | Reduced |
| Securian Asset Management, Inc | 19,192 | $3.00M | 0.09% | −1,416−6.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 19,326 | $3.02M | 0.17% | −246−1.3% | Reduced |
| Strategic Global Advisors, LLC | 19,348 | $3.03M | 0.65% | −571−2.9% | Reduced |
| Lake Street Advisors Group, LLC | 19,594 | $3.07M | 0.14% | −122−0.6% | Reduced |
| Oppenheimer Asset Management Inc. | 19,662 | $3.08M | 0.05% | −2,257−10.3% | Reduced |
| Lodestone Wealth Management LLC | 19,804 | $3.10M | 1.64% | +20.0% | Added |
| Waterloo Capital, L.P. | 19,821 | $3.10M | 0.40% | +3,084+18.4% | Added |
| Intact Investment Management Inc. | 20,000 | $3.13M | 0.12% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 20,301 | $3.18M | 0.38% | −3,421−14.4% | Reduced |
| Cornerstone Wealth Group, LLC | 20,538 | $3.21M | 0.30% | +20,538 | New |
| Candriam Luxembourg S.C.A. | 20,867 | $3.27M | 0.02% | +1,819+9.5% | Added |
| Hartford Investment Management Co | 21,089 | $3.30M | 0.12% | −866−3.9% | Reduced |
| Commerce Bank | 21,288 | $3.33M | 0.02% | +204+1.0% | Added |
| Yarbrough Capital, LLC | 21,500 | $3.36M | 0.15% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 21,588 | $3.38M | 0.27% | +21,588 | New |
| Fortem Financial Group, LLC | 21,745 | $3.40M | 1.49% | +1,213+5.9% | Added |
| TTP Investments, Inc. | 21,831 | $3.42M | 1.50% | +664+3.1% | Added |
| Truvestments Capital LLC | 22,159 | $3.47M | 1.33% | −897−3.9% | Reduced |
| Pacer Advisors, Inc. | 22,178 | $3.47M | 0.01% | +590+2.7% | Added |
| SAM Advisors, LLC | 22,593 | $3.54M | 1.29% | +22,593 | New |
| Kestra Advisory Services, LLC | 22,640 | $3.54M | 0.02% | +17,477+338.5% | Added |
| Maryland State Retirement & Pension System | 25,250 | $3.55M | 0.07% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 22,978 | $3.60M | 0.40% | −18,767−45.0% | Reduced |
| Naviter Wealth, LLC | 23,041 | $3.61M | 0.59% | −2,074−8.3% | Reduced |
| Quantinno Capital Management LP | 23,062 | $3.61M | 0.08% | +4,646+25.2% | Added |
| Grassi Investment Management | 23,070 | $3.61M | 0.33% | −146−0.6% | Reduced |
| Cresset Asset Management, LLC | 23,123 | $3.62M | 0.02% | +3,980+20.8% | Added |
| Metropolitan Life Insurance Co | 23,208 | $3.63M | 0.16% | −58−0.2% | Reduced |
| TownSquare Capital, LLC | 23,272 | $3.64M | 0.05% | −1,629−6.5% | Reduced |
| Captrust Financial Advisors | 23,446 | $3.67M | 0.01% | −9,933−29.8% | Reduced |
| Advisory Services Network, LLC | 23,447 | $3.67M | 0.08% | −4,596−16.4% | Reduced |
| United Capital Financial Advisers, LLC | 23,719 | $3.71M | 0.03% | +25+0.1% | Added |
| Private Advisor Group, LLC | 23,730 | $3.71M | 0.03% | +546+2.4% | Added |
| Nicholas Investment Partners, LP | 23,907 | $3.74M | 0.38% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 19,266 | $3.79M | 0.03% | −20.0% | Reduced |
| New Potomac Partners, LLC | 24,295 | $3.80M | 2.11% | +920+3.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 24,531 | $3.84M | 0.07% | +18,872+333.5% | Added |
| Kentucky Retirement Systems | 24,751 | $3.87M | 0.12% | −1,352−5.2% | Reduced |
| DoubleLine ETF Adviser LP | 24,908 | $3.90M | 0.99% | +2,512+11.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 24,932 | $3.90M | 0.01% | +431+1.8% | Added |
| Fiduciary Group LLC | 25,897 | $4.05M | 0.44% | −987−3.7% | Reduced |
| Presima Inc. | 26,127 | $4.09M | 0.95% | +7,480+40.1% | Added |
| Gotham Asset Management, LLC | 26,233 | $4.11M | 0.06% | +2,328+9.7% | Added |
| Del-Sette Capital Management, LLC | 26,503 | $4.15M | 3.41% | +26,503 | New |
| Fifth Third Bancorp | 26,516 | $4.15M | 0.02% | +237+0.9% | Added |
| JustInvest LLC | 26,562 | $4.16M | 0.09% | +1,625+6.5% | Added |
| Liberty Mutual Group Asset Management Inc. | 26,637 | $4.17M | 1.19% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 26,647 | $4.17M | 0.04% | −1,500−5.3% | Reduced |
| Norinchukin Bank, The | 26,753 | $4.19M | 0.13% | −351−1.3% | Reduced |
| Great Valley Advisor Group, Inc. | 26,804 | $4.19M | 0.13% | +358+1.4% | Added |
| Peapack Gladstone Financial Corp | 26,887 | $4.21M | 0.07% | −1,840−6.4% | Reduced |
| Gulf International Bank (UK) Ltd | 27,026 | $4.23M | 0.11% | +212+0.8% | Added |
| Atria Investments LLC | 27,651 | $4.33M | 0.06% | +1,554+6.0% | Added |
| Group One Trading, L.P. | 27,707 | $4.34M | 0.15% | +27,707 | New |
| Oregon Public Employees Retirement Fund | 27,855 | $4.36M | 0.09% | −32,212−53.6% | Reduced |
| D.A. Davidson & Co. | 28,089 | $4.40M | 0.04% | +44+0.2% | Added |
| Sheets Smith Wealth Management | 28,265 | $4.42M | 0.50% | +28,265 | New |
| Oliver Luxxe Assets LLC | 28,611 | $4.48M | 0.94% | −158−0.5% | Reduced |
| Boothbay Fund Management, LLC | 28,635 | $4.48M | 0.13% | +3,738+15.0% | Added |
| Fred Alger Management, LLC | 28,673 | $4.49M | 0.02% | +3,712+14.9% | Added |
| Pensionfund Sabic | 29,606 | $4.63M | 1.37% | +6,000+25.4% | Added |
| Condor Capital Management | 29,623 | $4.64M | 0.45% | −424−1.4% | Reduced |
| M&G Plc | 29,832 | $4.65M | 0.03% | +29,832 | New |
| Elo Mutual Pension Insurance Co | 29,812 | $4.67M | 0.11% | +1,247+4.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 30,100 | $4.71M | 0.06% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 30,290 | $4.74M | 1.26% | +515+1.7% | Added |
| Concurrent Investment Advisors, LLC | 30,367 | $4.75M | 0.19% | −30.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 30,428 | $4.76M | 0.01% | −4,180−12.1% | Reduced |