Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
In the last 90 days, Simon Property Group Inc. insiders filed 11 open-market purchases and 0 sales; 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 |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 649 | $101.0K | 0.00% | +103+18.9% | Added |
| Concord Wealth Partners | 632 | $98.9K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 627 | $98.1K | 0.02% | +3+0.5% | Added |
| Jones Financial Companies LLLP | 618 | $96.6K | 0.00% | +482+354.4% | Added |
| Farmers & Merchants Investments Inc | 598 | $93.6K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 585 | $91.5K | 0.00% | +371+173.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 554 | $86.6K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 550 | $86.1K | 0.03% | +550 | New |
| MV Capital Management, Inc. | 544 | $85.1K | 0.01% | −600−52.4% | Reduced |
| Westend Capital Management, LLC | 540 | $84.5K | 0.03% | +540 | New |
| Missouri Trust & Investment Co | 526 | $82.3K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 507 | $79.3K | 0.00% | +507 | New |
| Compagnie Lombard Odier SCmA | 500 | $78.2K | 0.00% | −900−64.3% | Reduced |
| Princeton Global Asset Management LLC | 500 | $78.2K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 500 | $78.2K | 0.05% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 491 | $76.8K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 451 | $70.6K | 0.03% | +55+13.9% | Added |
| Salem Investment Counselors Inc | 438 | $68.5K | 0.00% | −125−22.2% | Reduced |
| First Financial Corp | 426 | $66.7K | 0.03% | −322−43.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 418 | $65.4K | 0.13% | +418 | New |
| JTC Employer Solutions Trusteee Ltd | 412 | $64.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 406 | $63.5K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 400 | $62.6K | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 383 | $60.0K | 0.01% | −1,465−79.3% | Reduced |
| Impact Partnership Wealth, LLC | 379 | $59.4K | 0.02% | −5,323−93.4% | Reduced |
| Quent Capital, LLC | 376 | $58.9K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 375 | $58.7K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 372 | $58.2K | 0.02% | −6−1.6% | Reduced |
| Nordwand Advisors, LLC | 346 | $54.1K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 345 | $54.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 341 | $53.3K | 0.00% | +5+1.5% | Added |
| HBC Financial Services, PLLC | 380 | $53.0K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 334 | $52.3K | 0.01% | +9+2.8% | Added |
| Muzinich & Co., Inc. | 366 | $52.2K | 0.05% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 327 | $51.0K | 0.02% | +185+130.3% | Added |
| Quarry LP | 321 | $50.2K | 0.02% | +139+76.4% | Added |
| Beacon Capital Management, LLC | 314 | $49.1K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 312 | $48.8K | 0.00% | −9−2.8% | Reduced |
| American National Bank | 312 | $48.8K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 310 | $48.6K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 310 | $48.5K | 0.00% | −6,046−95.1% | Reduced |
| Valley National Advisers Inc | 305 | $47.0K | 0.01% | −3−1.0% | Reduced |
| United Community Bank | 300 | $46.9K | 0.02% | +300 | New |
| Financial Freedom, LLC | 293 | $45.9K | 0.03% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 295 | $43.8K | 0.01% | +29+10.9% | Added |
| Atlas Capital Advisors LLC | 274 | $42.9K | 0.01% | −31−10.2% | Reduced |
| Rise Advisors, LLC | 273 | $42.7K | 0.02% | +162+145.9% | Added |
| Venturi Wealth Management, LLC | 272 | $42.6K | 0.00% | +63+30.1% | Added |
| Capital Advisors, Ltd. LLC | 271 | $42.0K | 0.01% | +5+1.9% | Added |
| Indiana Trust & Investment Management CO | 265 | $41.5K | 0.02% | +265 | New |
| Private Trust Co NA | 263 | $41.2K | 0.00% | −9−3.3% | Reduced |
| Crewe Advisors LLC | 259 | $40.5K | 0.00% | +259 | New |
| Covestor Ltd | 259 | $40.0K | 0.03% | +96+58.9% | Added |
| Ronald Blue Trust, Inc. | 250 | $39.1K | 0.00% | −517−67.4% | Reduced |
| Cambridge Trust Co | 250 | $39.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 247 | $38.7K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 244 | $38.2K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 244 | $38.2K | 0.01% | −10−3.9% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 241 | $37.7K | 0.02% | +5+2.1% | Added |
| Leonteq Securities AG | 241 | $37.7K | 0.01% | −667−73.5% | Reduced |
| Tyler-Stone Wealth Management | 238 | $37.2K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 235 | $36.8K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 233 | $36.5K | 0.01% | −26−10.0% | Reduced |
| DT Investment Partners, LLC | 228 | $35.7K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 226 | $35.4K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 225 | $35.2K | 0.03% | −61−21.3% | Reduced |
| Operose Advisors LLC | 210 | $32.9K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 210 | $32.9K | 0.00% | +210 | New |
| Bokf, NA | 209 | $32.1K | 0.00% | −412−66.3% | Reduced |
| Webster Bank, N. A. | 200 | $31.3K | 0.00% | −220−52.4% | Reduced |
| Highlander Capital Management, LLC | 200 | $31.3K | 0.01% | −109−35.3% | Reduced |
| New England Capital Financial Advisors LLC | 200 | $31.3K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 196 | $30.7K | 0.00% | +32+19.5% | Added |
| Pathway Financial Advisers, LLC | 182 | $28.6K | 0.01% | −2,775−93.8% | Reduced |
| AdvisorNet Financial, Inc | 176 | $27.5K | 0.00% | +11+6.7% | Added |
| EntryPoint Capital, LLC | 163 | $25.5K | 0.02% | +163 | New |
| Atlantic Trust, LLC | 158 | $24.7K | 0.01% | +158 | New |
| Atwood & Palmer Inc | 155 | $24.3K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 155 | $24.3K | 0.01% | +155 | New |
| Boyd Watterson Asset Management LLC | 153 | $23.9K | 0.01% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 145 | $22.7K | 0.01% | +145 | New |
| West Paces Advisors Inc. | 138 | $21.6K | 0.01% | −4−2.8% | Reduced |
| Riverview Trust Co | 129 | $20.2K | 0.02% | +129 | New |
| Abound Wealth Management | 126 | $19.7K | 0.01% | −1−0.8% | Reduced |
| SRS Capital Advisors, Inc. | 125 | $19.6K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 125 | $19.6K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 120 | $18.8K | 0.01% | −40−25.0% | Reduced |
| 1832 Asset Management L.P. | 115 | $18.0K | 0.00% | +39+51.3% | Added |
| First United Bank Trust | 113 | $17.7K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 109 | $17.1K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 109 | $17.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 107 | $17.0K | 0.00% | −5−4.5% | Reduced |
| Raleigh Capital Management Inc. | 108 | $16.9K | 0.01% | +78+260.0% | Added |
| Bartlett & Co. Wealth Management LLC | 107 | $16.7K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 105 | $16.4K | 0.01% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 105 | $16.4K | 0.02% | +105 | New |
| Clear Street Markets LLC | 100 | $16.0K | 0.01% | −9,000−98.9% | Reduced |
| Provenance Wealth Advisors, LLC | 100 | $15.6K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 100 | $15.6K | 0.01% | +100 | New |
| Ancora Advisors, LLC | 97 | $15.2K | 0.00% | 00.0% | Unchanged |