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 |
|---|---|---|---|---|---|
| Gulf International Bank (UK) Ltd | 27,026 | $4.23M | 0.11% | +212+0.8% | Added |
| Peapack Gladstone Financial Corp | 26,887 | $4.21M | 0.07% | −1,840−6.4% | Reduced |
| Great Valley Advisor Group, Inc. | 26,804 | $4.19M | 0.13% | +358+1.4% | Added |
| Norinchukin Bank, The | 26,753 | $4.19M | 0.13% | −351−1.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 26,647 | $4.17M | 0.04% | −1,500−5.3% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 26,637 | $4.17M | 1.19% | 00.0% | Unchanged |
| JustInvest LLC | 26,562 | $4.16M | 0.09% | +1,625+6.5% | Added |
| Fifth Third Bancorp | 26,516 | $4.15M | 0.02% | +237+0.9% | Added |
| Del-Sette Capital Management, LLC | 26,503 | $4.15M | 3.41% | +26,503 | New |
| Gotham Asset Management, LLC | 26,233 | $4.11M | 0.06% | +2,328+9.7% | Added |
| Presima Inc. | 26,127 | $4.09M | 0.95% | +7,480+40.1% | Added |
| Fiduciary Group LLC | 25,897 | $4.05M | 0.44% | −987−3.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 24,932 | $3.90M | 0.01% | +431+1.8% | Added |
| DoubleLine ETF Adviser LP | 24,908 | $3.90M | 0.99% | +2,512+11.2% | Added |
| Kentucky Retirement Systems | 24,751 | $3.87M | 0.12% | −1,352−5.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 24,531 | $3.84M | 0.07% | +18,872+333.5% | Added |
| New Potomac Partners, LLC | 24,295 | $3.80M | 2.11% | +920+3.9% | Added |
| TD Waterhouse Canada Inc. | 19,266 | $3.79M | 0.03% | −20.0% | Reduced |
| Nicholas Investment Partners, LP | 23,907 | $3.74M | 0.38% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 23,730 | $3.71M | 0.03% | +546+2.4% | Added |
| United Capital Financial Advisers, LLC | 23,719 | $3.71M | 0.03% | +25+0.1% | Added |
| Advisory Services Network, LLC | 23,447 | $3.67M | 0.08% | −4,596−16.4% | Reduced |
| Captrust Financial Advisors | 23,446 | $3.67M | 0.01% | −9,933−29.8% | Reduced |
| TownSquare Capital, LLC | 23,272 | $3.64M | 0.05% | −1,629−6.5% | Reduced |
| Metropolitan Life Insurance Co | 23,208 | $3.63M | 0.16% | −58−0.2% | Reduced |
| Cresset Asset Management, LLC | 23,123 | $3.62M | 0.02% | +3,980+20.8% | Added |
| Grassi Investment Management | 23,070 | $3.61M | 0.33% | −146−0.6% | Reduced |
| Quantinno Capital Management LP | 23,062 | $3.61M | 0.08% | +4,646+25.2% | Added |
| Naviter Wealth, LLC | 23,041 | $3.61M | 0.59% | −2,074−8.3% | Reduced |
| Soltis Investment Advisors LLC | 22,978 | $3.60M | 0.40% | −18,767−45.0% | Reduced |
| Maryland State Retirement & Pension System | 25,250 | $3.55M | 0.07% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 22,640 | $3.54M | 0.02% | +17,477+338.5% | Added |
| SAM Advisors, LLC | 22,593 | $3.54M | 1.29% | +22,593 | New |
| Pacer Advisors, Inc. | 22,178 | $3.47M | 0.01% | +590+2.7% | Added |
| Truvestments Capital LLC | 22,159 | $3.47M | 1.33% | −897−3.9% | Reduced |
| TTP Investments, Inc. | 21,831 | $3.42M | 1.50% | +664+3.1% | Added |
| Fortem Financial Group, LLC | 21,745 | $3.40M | 1.49% | +1,213+5.9% | Added |
| BCJ Capital Management, LLC | 21,588 | $3.38M | 0.27% | +21,588 | New |
| Yarbrough Capital, LLC | 21,500 | $3.36M | 0.15% | 00.0% | Unchanged |
| Commerce Bank | 21,288 | $3.33M | 0.02% | +204+1.0% | Added |
| Hartford Investment Management Co | 21,089 | $3.30M | 0.12% | −866−3.9% | Reduced |
| Candriam Luxembourg S.C.A. | 20,867 | $3.27M | 0.02% | +1,819+9.5% | Added |
| Cornerstone Wealth Group, LLC | 20,538 | $3.21M | 0.30% | +20,538 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 20,301 | $3.18M | 0.38% | −3,421−14.4% | Reduced |
| Intact Investment Management Inc. | 20,000 | $3.13M | 0.12% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 19,821 | $3.10M | 0.40% | +3,084+18.4% | Added |
| Lodestone Wealth Management LLC | 19,804 | $3.10M | 1.64% | +20.0% | Added |
| Oppenheimer Asset Management Inc. | 19,662 | $3.08M | 0.05% | −2,257−10.3% | Reduced |
| Lake Street Advisors Group, LLC | 19,594 | $3.07M | 0.14% | −122−0.6% | Reduced |
| Strategic Global Advisors, LLC | 19,348 | $3.03M | 0.65% | −571−2.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 19,326 | $3.02M | 0.17% | −246−1.3% | Reduced |
| Securian Asset Management, Inc | 19,192 | $3.00M | 0.09% | −1,416−6.9% | Reduced |
| Louisiana State Employees Retirement System | 19,000 | $2.97M | 0.06% | −700−3.6% | Reduced |
| Red Cedar Investment Management, LLC | 18,664 | $2.92M | 0.36% | +11,430+158.0% | Added |
| Adell Harriman & Carpenter Inc | 18,593 | $2.91M | 0.24% | −897−4.6% | Reduced |
| Atria Wealth Solutions, Inc. | 17,913 | $2.83M | 0.03% | −1,496−7.7% | Reduced |
| Credit Agricole S A | 19,999 | $2.81M | 0.05% | +10,569+112.1% | Added |
| Black Swift Group, LLC | 17,830 | $2.79M | 0.72% | −3,785−17.5% | Reduced |
| Federated Hermes, Inc. | 17,547 | $2.75M | 0.01% | −560−3.1% | Reduced |
| Spirit of America Management Corp | 17,500 | $2.74M | 0.55% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 18,879 | $2.71M | 0.20% | −5,700−23.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 17,294 | $2.71M | 0.22% | −560−3.1% | Reduced |
| Blair William & Co | 16,909 | $2.65M | 0.01% | −323−1.9% | Reduced |
| Chilton Capital Management LLC | 16,883 | $2.64M | 0.12% | −2,088−11.0% | Reduced |
| Glenmede Trust Co NA | 16,833 | $2.63M | 0.01% | +1,039+6.6% | Added |
| GeoWealth Management, LLC | 16,757 | $2.62M | 0.10% | +4,158+33.0% | Added |
| Financial Management Network Inc | 17,570 | $2.60M | 0.66% | −1,661−8.6% | Reduced |
| Perpetual Ltd | 16,420 | $2.57M | 0.03% | −4,110−20.0% | Reduced |
| New Mexico Educational Retirement Board | 16,395 | $2.57M | 0.09% | −600−3.5% | Reduced |
| Lincluden Management Ltd | 16,312 | $2.55M | 0.30% | −600−3.5% | Reduced |
| Advisors Asset Management, Inc. | 16,110 | $2.52M | 0.05% | +2,148+15.4% | Added |
| Redmond Asset Management, LLC | 15,805 | $2.47M | 0.79% | −377−2.3% | Reduced |
| AMG National Trust Bank | 15,572 | $2.44M | 0.07% | −7,550−32.7% | Reduced |
| Quadrature Capital Ltd | 15,242 | $2.38M | 0.04% | +5,635+58.7% | Added |
| Tower Research Capital LLC (TRC) | 14,655 | $2.29M | 0.06% | −40,463−73.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 20,442 | $2.26M | 1.61% | +20,442 | New |
| Point72 Asset Management, L.P. | 14,395 | $2.25M | 0.01% | −51,333−78.1% | Reduced |
| Cascade Investment Group, Inc. | 14,271 | $2.23M | 1.67% | −430−2.9% | Reduced |
| Venture Visionary Partners LLC | 14,187 | $2.22M | 0.11% | +139+1.0% | Added |
| Park Avenue Securities LLC | 14,186 | $2.22M | 0.03% | +617+4.5% | Added |
| Edgestream Partners, L.P. | 14,121 | $2.21M | 0.11% | −7,334−34.2% | Reduced |
| Brookstone Capital Management | 13,991 | $2.19M | 0.04% | +1,230+9.6% | Added |
| Moran Wealth Management, LLC | 13,819 | $2.16M | 0.07% | +2,996+27.7% | Added |
| Steward Partners Investment Advisory, LLC | 13,775 | $2.16M | 0.02% | −1,566−10.2% | Reduced |
| Diligent Investors, LLC | 13,672 | $2.14M | 0.54% | −253−1.8% | Reduced |
| 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 |
| Erste Asset Management GmbH | 13,700 | $2.12M | 0.03% | +3,000+28.0% | Added |
| Snowden Capital Advisors LLC | 13,533 | $2.12M | 0.07% | +291+2.2% | Added |
| Plato Investment Management Ltd | 13,480 | $2.11M | 0.22% | +13,026+2,869.2% | Added |
| CCM Investment Advisers LLC | 13,440 | $2.10M | 0.25% | −745−5.3% | Reduced |
| Cunning Capital Partners, LP | 13,265 | $2.08M | 1.15% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 13,098 | $2.05M | 0.02% | +5,651+75.9% | Added |
| Arbor Capital Management Inc | 13,580 | $2.04M | 1.93% | −2,605−16.1% | Reduced |
| Carret Asset Management, LLC | 12,953 | $2.03M | 0.24% | 00.0% | Unchanged |
| Ieq Capital, LLC | 12,882 | $2.02M | 0.03% | +1,199+10.3% | Added |
| AIA Group Ltd | 12,869 | $2.01M | 0.07% | +12,869 | New |
| Toroso Investments, LLC | 12,849 | $2.01M | 0.03% | +2,099+19.5% | Added |
| Tower Bridge Advisors | 12,800 | $2.00M | 0.20% | −4,200−24.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 12,768 | $2.00M | 0.18% | −308−2.4% | Reduced |