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 |
|---|---|---|---|---|---|
| McGinn Investment Management, Inc. | 30,829 | $4.82M | 3.16% | −65−0.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 32,339 | $5.06M | 0.15% | +1,700+5.5% | Added |
| Cerity Partners LLC | 32,610 | $5.10M | 0.01% | +20,671+173.1% | Added |
| Tocqueville Asset Management L.P. | 32,858 | $5.14M | 0.08% | −1,999−5.7% | Reduced |
| Natixis | 33,365 | $5.22M | 0.03% | +4,319+14.9% | Added |
| Vanderbilt University | 33,670 | $5.27M | 1.10% | +19,886+144.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 33,688 | $5.27M | 0.02% | −6,170−15.5% | Reduced |
| Empowered Funds, LLC | 34,369 | $5.38M | 0.10% | +1,219+3.7% | Added |
| Metis Global Partners, LLC | 35,309 | $5.53M | 0.20% | +618+1.8% | Added |
| Barometer Capital Management Inc. | 39,750 | $5.59M | 1.45% | +39,750 | New |
| Waters Parkerson & Co., LLC | 35,880 | $5.62M | 0.29% | +155+0.4% | Added |
| Spectrum Wealth Counsel, LLC | 36,584 | $5.72M | 0.70% | −261−0.7% | Reduced |
| Oppenheimer & Co Inc | 37,019 | $5.79M | 0.10% | −3,196−7.9% | Reduced |
| CWM Advisors, LLC | 37,873 | $5.93M | 0.61% | +2,539+7.2% | Added |
| Greystone Financial Group, LLC | 38,484 | $6.02M | 1.20% | −2,719−6.6% | Reduced |
| Public Sector Pension Investment Board | 38,627 | $6.04M | 0.04% | −532−1.4% | Reduced |
| La Banque Postale Asset Management SA | 38,794 | $6.07M | 0.24% | −31,199−44.6% | Reduced |
| Rafferty Asset Management, LLC | 39,037 | $6.11M | 0.02% | −4,715−10.8% | Reduced |
| British Columbia Investment Management Corp | 39,073 | $6.11M | 0.04% | +1,410+3.7% | Added |
| Baird Financial Group, Inc. | 40,038 | $6.27M | 0.01% | −3,569−8.2% | Reduced |
| Bank of Nova Scotia | 40,550 | $6.35M | 0.01% | +54+0.1% | Added |
| Beacon Pointe Advisors, LLC | 40,728 | $6.37M | 0.07% | −12,603−23.6% | Reduced |
| Crossmark Global Holdings, Inc. | 41,259 | $6.46M | 0.12% | +1,114+2.8% | Added |
| Ethic Inc. | 41,381 | $6.48M | 0.16% | +2,239+5.7% | Added |
| Northwestern Mutual Wealth Management Co | 41,818 | $6.54M | 0.01% | −2,461−5.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 42,649 | $6.67M | 0.08% | −174−0.4% | Reduced |
| Mutual of America Capital Management LLC | 42,733 | $6.69M | 0.07% | −926−2.1% | Reduced |
| MML Investors Services, LLC | 42,801 | $6.70M | 0.03% | +1,429+3.5% | Added |
| Pathstone Holdings, LLC | 43,855 | $6.86M | 0.03% | +2,952+7.2% | Added |
| Agf Management Ltd | 44,794 | $7.01M | 0.04% | +1,023+2.3% | Added |
| Investment Management Corp of Ontario | 45,118 | $7.06M | 0.21% | −2,400−5.1% | Reduced |
| Alpha Omega Wealth Management LLC | 45,259 | $7.08M | 1.32% | −2,012−4.3% | Reduced |
| Winslow Asset Management Inc | 45,335 | $7.09M | 1.34% | +317+0.7% | Added |
| tru Independence LLC | 45,930 | $7.19M | 2.12% | −4,010−8.0% | Reduced |
| CIBC Asset Management Inc | 46,161 | $7.22M | 0.03% | +1,376+3.1% | Added |
| Integrated Advisors Network LLC | 46,177 | $7.23M | 0.37% | +477+1.0% | Added |
| HGK Asset Management Inc | 46,355 | $7.25M | 1.42% | −925−2.0% | Reduced |
| Public Employees Retirement Association of Colorado | 46,990 | $7.35M | 0.03% | −1,921−3.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 47,085 | $7.37M | 0.70% | +2,094+4.7% | Added |
| Vident Advisory, LLC | 48,079 | $7.52M | 0.16% | +4,677+10.8% | Added |
| Everett Harris & Co | 48,961 | $7.66M | 0.10% | +410+0.8% | Added |
| New York Life Investment Management LLC | 49,065 | $7.68M | 0.08% | −1,754−3.5% | Reduced |
| Rockefeller Capital Management L.P. | 49,453 | $7.74M | 0.02% | +4,765+10.7% | Added |
| Truist Financial Corp | 49,807 | $7.79M | 0.01% | −3,675−6.9% | Reduced |
| New Insight Wealth Advisors | 50,216 | $7.86M | 4.91% | −2,717−5.1% | Reduced |
| Vestcor Inc | 51,723 | $8.09M | 0.28% | +14,731+39.8% | Added |
| DnB Asset Management AS | 52,742 | $8.25M | 0.04% | −10,873−17.1% | Reduced |
| Ontario Teachers Pension Plan Board | 52,750 | $8.25M | 0.08% | +23,755+81.9% | Added |
| Exchange Traded Concepts, LLC | 53,351 | $8.35M | 0.22% | −3,760−6.6% | Reduced |
| Huntington National Bank | 54,262 | $8.49M | 0.07% | +5,007+10.2% | Added |
| Nixon Capital, LLC | 54,708 | $8.59M | 3.31% | −53,642−49.5% | Reduced |
| Mariner, LLC | 55,166 | $8.63M | 0.02% | +1,261+2.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 55,892 | $8.75M | 0.04% | +55,892 | New |
| Yousif Capital Management, LLC | 56,029 | $8.77M | 0.10% | −798−1.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 56,051 | $8.77M | 0.41% | +56,051 | New |
| Utah Retirement Systems | 56,207 | $8.80M | 0.10% | −43,317−43.5% | Reduced |
| Allianz SE | 56,399 | $8.83M | 0.28% | +56,399 | New |
| GSI Capital Advisors LLC | 56,726 | $8.88M | 5.22% | −30,395−34.9% | Reduced |
| Hoylecohen, LLC | 57,000 | $8.92M | 0.68% | +337+0.6% | Added |
| M&T Bank Corp | 57,007 | $8.92M | 0.03% | +5,972+11.7% | Added |
| Wealthfront Advisers LLC | 57,261 | $8.96M | 0.03% | +443+0.8% | Added |
| Czech National Bank | 57,344 | $8.97M | 0.12% | +205+0.4% | Added |
| Riverview Capital Advisers, LLC | 57,449 | $8.99M | 3.09% | +29+0.1% | Added |
| ProShare Advisors LLC | 58,204 | $9.11M | 0.02% | −1,120−1.9% | Reduced |
| US Bancorp | 58,468 | $9.15M | 0.01% | +2,117+3.8% | Added |
| Pensionfund DSM Netherlands | 59,708 | $9.34M | 5.00% | +5,000+9.1% | Added |
| Staley Capital Advisers Inc | 59,801 | $9.36M | 0.44% | −5,940−9.0% | Reduced |
| Kempen Capital Management N.V. | 60,224 | $9.42M | 0.12% | −139,474−69.8% | Reduced |
| GYL Financial Synergies, LLC | 60,258 | $9.43M | 0.74% | −148−0.2% | Reduced |
| Hillman Capital Management, Inc. | 61,833 | $9.68M | 3.11% | −9,123−12.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 61,851 | $9.68M | 0.11% | −124,893−66.9% | Reduced |
| Bamco Inc | 62,332 | $9.75M | 0.03% | −1,800−2.8% | Reduced |
| Zimmer Partners, LP | 62,500 | $9.78M | 0.21% | +62,500 | New |
| Xponance, Inc. | 62,558 | $9.79M | 0.10% | +7,150+12.9% | Added |
| Cetera Investment Advisers | 62,605 | $9.80M | 0.02% | +37,093+145.4% | Added |
| Aviva PLC | 63,157 | $9.88M | 0.03% | +6,914+12.3% | Added |
| IFM Investors Pty Ltd | 63,799 | $9.98M | 0.11% | −786−1.2% | Reduced |
| Janus Henderson Group PLC | 64,441 | $10.1M | 0.01% | −15,214−19.1% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 64,670 | $10.1M | 0.75% | −115,815−64.2% | Reduced |
| Biondo Investment Advisors, LLC | 64,813 | $10.1M | 1.57% | +392+0.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 65,654 | $10.3M | 0.02% | +6,513+11.0% | Added |
| Texas Permanent School Fund | 67,284 | $10.5M | 0.08% | +110.0% | Added |
| Payden & Rygel | 67,850 | $10.6M | 0.72% | +300+0.4% | Added |
| Payden & Rygel Investment Group | 67,850 | $10.6M | 0.72% | +67,850 | New |
| Amalgamated Bank | 67,902 | $10.6M | 0.09% | −14,040−17.1% | Reduced |
| Whittier Trust Co | 69,036 | $10.8M | 0.16% | +484+0.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 81,833 | $11.2M | 0.02% | +200.0% | Added |
| Independent Advisor Alliance | 71,928 | $11.3M | 0.41% | +5,517+8.3% | Added |
| USS Investment Management Ltd | 73,166 | $11.4M | 0.09% | +3,211+4.6% | Added |
| Sienna Gestion | 73,341 | $11.5M | 1.05% | +73,341 | New |
| Janney Montgomery Scott LLC | 73,758 | $11.5M | 0.03% | +16,349+28.5% | Added |
| Creative Planning | 74,128 | $11.6M | 0.01% | +2,659+3.7% | Added |
| CI Private Wealth, LLC | 74,681 | $11.7M | 0.02% | −386−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 74,700 | $11.7M | 0.03% | −58,913−44.1% | Reduced |
| LGT Group Foundation | 75,327 | $11.8M | 0.28% | −36,173−32.4% | Reduced |
| Achmea Investment Management B.V. | 76,727 | $12.0M | 0.23% | +10,187+15.3% | Added |
| Nissay Asset Management Corp | 77,563 | $12.1M | 0.08% | +1,558+2.0% | Added |
| MetLife Investment Management | 79,203 | $12.4M | 0.08% | −2,870−3.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 80,591 | $12.6M | 0.41% | −5,215−6.1% | Reduced |
| Allstate Corp | 80,742 | $12.6M | 0.90% | −4,036−4.8% | Reduced |