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 |
|---|---|---|---|---|---|
| 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 |
| Texas Permanent School Fund | 67,284 | $10.5M | 0.08% | +110.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 65,654 | $10.3M | 0.02% | +6,513+11.0% | Added |
| Biondo Investment Advisors, LLC | 64,813 | $10.1M | 1.57% | +392+0.6% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 64,670 | $10.1M | 0.75% | −115,815−64.2% | Reduced |
| Janus Henderson Group PLC | 64,441 | $10.1M | 0.01% | −15,214−19.1% | Reduced |
| IFM Investors Pty Ltd | 63,799 | $9.98M | 0.11% | −786−1.2% | Reduced |
| Aviva PLC | 63,157 | $9.88M | 0.03% | +6,914+12.3% | Added |
| Cetera Investment Advisers | 62,605 | $9.80M | 0.02% | +37,093+145.4% | Added |
| Xponance, Inc. | 62,558 | $9.79M | 0.10% | +7,150+12.9% | Added |
| Zimmer Partners, LP | 62,500 | $9.78M | 0.21% | +62,500 | New |
| Bamco Inc | 62,332 | $9.75M | 0.03% | −1,800−2.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 61,851 | $9.68M | 0.11% | −124,893−66.9% | Reduced |
| Hillman Capital Management, Inc. | 61,833 | $9.68M | 3.11% | −9,123−12.9% | Reduced |
| GYL Financial Synergies, LLC | 60,258 | $9.43M | 0.74% | −148−0.2% | Reduced |
| Kempen Capital Management N.V. | 60,224 | $9.42M | 0.12% | −139,474−69.8% | Reduced |
| Staley Capital Advisers Inc | 59,801 | $9.36M | 0.44% | −5,940−9.0% | Reduced |
| Pensionfund DSM Netherlands | 59,708 | $9.34M | 5.00% | +5,000+9.1% | Added |
| US Bancorp | 58,468 | $9.15M | 0.01% | +2,117+3.8% | Added |
| ProShare Advisors LLC | 58,204 | $9.11M | 0.02% | −1,120−1.9% | Reduced |
| Riverview Capital Advisers, LLC | 57,449 | $8.99M | 3.09% | +29+0.1% | Added |
| Czech National Bank | 57,344 | $8.97M | 0.12% | +205+0.4% | Added |
| Wealthfront Advisers LLC | 57,261 | $8.96M | 0.03% | +443+0.8% | Added |
| M&T Bank Corp | 57,007 | $8.92M | 0.03% | +5,972+11.7% | Added |
| Hoylecohen, LLC | 57,000 | $8.92M | 0.68% | +337+0.6% | Added |
| GSI Capital Advisors LLC | 56,726 | $8.88M | 5.22% | −30,395−34.9% | Reduced |
| Allianz SE | 56,399 | $8.83M | 0.28% | +56,399 | New |
| Utah Retirement Systems | 56,207 | $8.80M | 0.10% | −43,317−43.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 56,051 | $8.77M | 0.41% | +56,051 | New |
| Yousif Capital Management, LLC | 56,029 | $8.77M | 0.10% | −798−1.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 55,892 | $8.75M | 0.04% | +55,892 | New |
| Mariner, LLC | 55,166 | $8.63M | 0.02% | +1,261+2.3% | Added |
| Nixon Capital, LLC | 54,708 | $8.59M | 3.31% | −53,642−49.5% | Reduced |
| Huntington National Bank | 54,262 | $8.49M | 0.07% | +5,007+10.2% | Added |
| Exchange Traded Concepts, LLC | 53,351 | $8.35M | 0.22% | −3,760−6.6% | Reduced |
| Ontario Teachers Pension Plan Board | 52,750 | $8.25M | 0.08% | +23,755+81.9% | Added |
| DnB Asset Management AS | 52,742 | $8.25M | 0.04% | −10,873−17.1% | Reduced |
| Vestcor Inc | 51,723 | $8.09M | 0.28% | +14,731+39.8% | Added |
| New Insight Wealth Advisors | 50,216 | $7.86M | 4.91% | −2,717−5.1% | Reduced |
| Truist Financial Corp | 49,807 | $7.79M | 0.01% | −3,675−6.9% | Reduced |
| Rockefeller Capital Management L.P. | 49,453 | $7.74M | 0.02% | +4,765+10.7% | Added |
| New York Life Investment Management LLC | 49,065 | $7.68M | 0.08% | −1,754−3.5% | Reduced |
| Everett Harris & Co | 48,961 | $7.66M | 0.10% | +410+0.8% | Added |
| Vident Advisory, LLC | 48,079 | $7.52M | 0.16% | +4,677+10.8% | Added |
| Edgemoor Investment Advisors, Inc. | 47,085 | $7.37M | 0.70% | +2,094+4.7% | Added |
| Public Employees Retirement Association of Colorado | 46,990 | $7.35M | 0.03% | −1,921−3.9% | Reduced |
| HGK Asset Management Inc | 46,355 | $7.25M | 1.42% | −925−2.0% | Reduced |
| Integrated Advisors Network LLC | 46,177 | $7.23M | 0.37% | +477+1.0% | Added |
| CIBC Asset Management Inc | 46,161 | $7.22M | 0.03% | +1,376+3.1% | Added |
| tru Independence LLC | 45,930 | $7.19M | 2.12% | −4,010−8.0% | Reduced |
| Winslow Asset Management Inc | 45,335 | $7.09M | 1.34% | +317+0.7% | Added |
| Alpha Omega Wealth Management LLC | 45,259 | $7.08M | 1.32% | −2,012−4.3% | Reduced |
| Investment Management Corp of Ontario | 45,118 | $7.06M | 0.21% | −2,400−5.1% | Reduced |
| Agf Management Ltd | 44,794 | $7.01M | 0.04% | +1,023+2.3% | Added |
| Pathstone Holdings, LLC | 43,855 | $6.86M | 0.03% | +2,952+7.2% | Added |
| MML Investors Services, LLC | 42,801 | $6.70M | 0.03% | +1,429+3.5% | Added |
| Mutual of America Capital Management LLC | 42,733 | $6.69M | 0.07% | −926−2.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 42,649 | $6.67M | 0.08% | −174−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 41,818 | $6.54M | 0.01% | −2,461−5.6% | Reduced |
| Ethic Inc. | 41,381 | $6.48M | 0.16% | +2,239+5.7% | Added |
| Crossmark Global Holdings, Inc. | 41,259 | $6.46M | 0.12% | +1,114+2.8% | Added |
| Beacon Pointe Advisors, LLC | 40,728 | $6.37M | 0.07% | −12,603−23.6% | Reduced |
| Bank of Nova Scotia | 40,550 | $6.35M | 0.01% | +54+0.1% | Added |
| Baird Financial Group, Inc. | 40,038 | $6.27M | 0.01% | −3,569−8.2% | Reduced |
| British Columbia Investment Management Corp | 39,073 | $6.11M | 0.04% | +1,410+3.7% | Added |
| Rafferty Asset Management, LLC | 39,037 | $6.11M | 0.02% | −4,715−10.8% | Reduced |
| La Banque Postale Asset Management SA | 38,794 | $6.07M | 0.24% | −31,199−44.6% | Reduced |
| Public Sector Pension Investment Board | 38,627 | $6.04M | 0.04% | −532−1.4% | Reduced |
| Greystone Financial Group, LLC | 38,484 | $6.02M | 1.20% | −2,719−6.6% | Reduced |
| CWM Advisors, LLC | 37,873 | $5.93M | 0.61% | +2,539+7.2% | Added |
| Oppenheimer & Co Inc | 37,019 | $5.79M | 0.10% | −3,196−7.9% | Reduced |
| Spectrum Wealth Counsel, LLC | 36,584 | $5.72M | 0.70% | −261−0.7% | Reduced |
| Waters Parkerson & Co., LLC | 35,880 | $5.62M | 0.29% | +155+0.4% | Added |
| Barometer Capital Management Inc. | 39,750 | $5.59M | 1.45% | +39,750 | New |
| Metis Global Partners, LLC | 35,309 | $5.53M | 0.20% | +618+1.8% | Added |
| Empowered Funds, LLC | 34,369 | $5.38M | 0.10% | +1,219+3.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 33,688 | $5.27M | 0.02% | −6,170−15.5% | Reduced |
| Vanderbilt University | 33,670 | $5.27M | 1.10% | +19,886+144.3% | Added |
| Natixis | 33,365 | $5.22M | 0.03% | +4,319+14.9% | Added |
| Tocqueville Asset Management L.P. | 32,858 | $5.14M | 0.08% | −1,999−5.7% | Reduced |
| Cerity Partners LLC | 32,610 | $5.10M | 0.01% | +20,671+173.1% | Added |
| Whittier Trust Co of Nevada Inc | 32,339 | $5.06M | 0.15% | +1,700+5.5% | Added |
| McGinn Investment Management, Inc. | 30,829 | $4.82M | 3.16% | −65−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 30,428 | $4.76M | 0.01% | −4,180−12.1% | Reduced |
| Concurrent Investment Advisors, LLC | 30,367 | $4.75M | 0.19% | −30.0% | Reduced |
| Concentric Wealth Management, LLC | 30,290 | $4.74M | 1.26% | +515+1.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 30,100 | $4.71M | 0.06% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 29,812 | $4.67M | 0.11% | +1,247+4.4% | Added |
| M&G Plc | 29,832 | $4.65M | 0.03% | +29,832 | New |
| Condor Capital Management | 29,623 | $4.64M | 0.45% | −424−1.4% | Reduced |
| Pensionfund Sabic | 29,606 | $4.63M | 1.37% | +6,000+25.4% | Added |
| Fred Alger Management, LLC | 28,673 | $4.49M | 0.02% | +3,712+14.9% | Added |
| Boothbay Fund Management, LLC | 28,635 | $4.48M | 0.13% | +3,738+15.0% | Added |
| Oliver Luxxe Assets LLC | 28,611 | $4.48M | 0.94% | −158−0.5% | Reduced |
| Sheets Smith Wealth Management | 28,265 | $4.42M | 0.50% | +28,265 | New |
| D.A. Davidson & Co. | 28,089 | $4.40M | 0.04% | +44+0.2% | Added |
| Oregon Public Employees Retirement Fund | 27,855 | $4.36M | 0.09% | −32,212−53.6% | Reduced |
| Group One Trading, L.P. | 27,707 | $4.34M | 0.15% | +27,707 | New |
| Atria Investments LLC | 27,651 | $4.33M | 0.06% | +1,554+6.0% | Added |