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 |
|---|---|---|---|---|---|
| TCG Advisory Services, LLC | 12,600 | $1.97M | 0.11% | +4,381+53.3% | Added |
| Wolverine Trading, LLC | 12,592 | $1.97M | 0.02% | +7,896+168.1% | Added |
| Vinva Investment Management Ltd | 12,506 | $1.96M | 0.11% | +3,238+34.9% | Added |
| Scotia Capital Inc. | 12,457 | $1.95M | 0.01% | +5,060+68.4% | Added |
| Equitable Holdings, Inc. | 12,204 | $1.91M | 0.02% | +5,419+79.9% | Added |
| APG Asset Management N.V. | 13,169 | $1.91M | 0.00% | +200+1.5% | Added |
| Affinity Investment Advisors, LLC | 11,993 | $1.88M | 1.37% | −915−7.1% | Reduced |
| Howland Capital Management LLC | 11,961 | $1.87M | 0.09% | −100−0.8% | Reduced |
| KG&L Capital Management,LLC | 12,281 | $1.87M | 0.74% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 11,940 | $1.87M | 0.52% | +32+0.3% | Added |
| Investors Research Corp | 11,787 | $1.84M | 0.43% | −450−3.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 13,100 | $1.84M | 0.37% | 00.0% | Unchanged |
| GWM Advisors LLC | 11,746 | $1.84M | 0.02% | +132+1.1% | Added |
| Signet Financial Management, LLC | 11,733 | $1.84M | 0.25% | +749+6.8% | Added |
| Cascade Investment Advisors, Inc. | 11,728 | $1.84M | 1.20% | −565−4.6% | Reduced |
| Stratos Wealth Partners, LTD. | 11,548 | $1.81M | 0.03% | +8,826+324.2% | Added |
| Everence Capital Management Inc | 11,169 | $1.75M | 0.12% | −60−0.5% | Reduced |
| Prospera Financial Services Inc | 11,000 | $1.72M | 0.05% | −285−2.5% | Reduced |
| Swiss Life Asset Management Ltd | 10,919 | $1.71M | 0.02% | −75,051−87.3% | Reduced |
| Diversified Trust Co | 10,852 | $1.70M | 0.05% | +6,153+130.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 10,792 | $1.69M | 0.04% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 10,755 | $1.68M | 0.12% | −868−7.5% | Reduced |
| Lido Advisors, LLC | 10,710 | $1.68M | 0.01% | −2,217−17.2% | Reduced |
| Premier Path Wealth Partners, LLC | 10,643 | $1.66M | 0.31% | +106+1.0% | Added |
| Acadian Asset Management LLC | 10,552 | $1.65M | 0.01% | −1,017−8.8% | Reduced |
| Veriti Management LLC | 10,537 | $1.65M | 0.12% | +1,198+12.8% | Added |
| Intech Investment Management LLC | 10,462 | $1.64M | 0.02% | −7,501−41.8% | Reduced |
| Wellington Shields Capital Management, LLC | 10,445 | $1.63M | 0.31% | −800−7.1% | Reduced |
| Ossiam | 10,381 | $1.62M | 0.03% | −4,780−31.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,342 | $1.62M | 0.04% | +16+0.2% | Added |
| First Citizens Bank & Trust Co | 10,256 | $1.60M | 0.03% | +163+1.6% | Added |
| Granger Management LLC | 10,204 | $1.60M | 0.32% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 10,032 | $1.57M | 0.65% | +310+3.2% | Added |
| BCGM Wealth Management, LLC | 9,986 | $1.56M | 0.56% | +340+3.5% | Added |
| Jeppson Wealth Management, LLC | 9,981 | $1.56M | 0.61% | −316−3.1% | Reduced |
| Convergence Investment Partners, LLC | 9,882 | $1.55M | 0.59% | +1,533+18.4% | Added |
| Massachusetts Financial Services Co | 9,834 | $1.54M | 0.00% | −678−6.4% | Reduced |
| iA Global Asset Management Inc. | 9,767 | $1.53M | 0.03% | +2,195+29.0% | Added |
| Stamos Capital Partners, L.P. | 9,720 | $1.52M | 0.35% | −750−7.2% | Reduced |
| Miracle Mile Advisors, LLC | 9,661 | $1.51M | 0.04% | +61+0.6% | Added |
| Greenleaf Trust | 9,492 | $1.49M | 0.01% | −77−0.8% | Reduced |
| Slagle Financial, LLC | 9,385 | $1.47M | 0.80% | +9,385 | New |
| Brinker Capital Investments, LLC | 9,338 | $1.46M | 0.02% | +121+1.3% | Added |
| Orion Portfolio Solutions, LLC | 9,338 | $1.46M | 0.02% | +121+1.3% | Added |
| Greenland Capital Management LP | 9,336 | $1.46M | 0.24% | +4,136+79.5% | Added |
| Pitcairn Co | 8,857 | $1.39M | 0.09% | +4,851+121.1% | Added |
| Clarius Group, LLC | 8,853 | $1.39M | 0.10% | −1,160−11.6% | Reduced |
| Rakuten Investment Management, Inc. | 8,767 | $1.37M | 0.01% | +7,959+985.0% | Added |
| Tokio Marine Asset Management Co Ltd | 8,763 | $1.37M | 0.07% | +1,250+16.6% | Added |
| Versor Investments LP | 8,627 | $1.35M | 0.27% | +637+8.0% | Added |
| Valeo Financial Advisors, LLC | 9,452 | $1.35M | 0.05% | +683+7.8% | Added |
| Federation des caisses Desjardins du Quebec | 8,542 | $1.33M | 0.01% | +1,597+23.0% | Added |
| MidWestOne Financial Group, Inc. | 8,487 | $1.33M | 0.24% | −5,480−39.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 8,475 | $1.33M | 0.10% | 00.0% | Unchanged |
| Assetmark, Inc | 8,366 | $1.31M | 0.00% | −886−9.6% | Reduced |
| AXS Investments LLC | 8,334 | $1.30M | 0.31% | −5,166−38.3% | Reduced |
| Personal Cfo Solutions, LLC | 8,270 | $1.29M | 0.20% | −2,932−26.2% | Reduced |
| Groupama Asset Managment | 8,266 | $1.29M | 0.02% | −10,635−56.3% | Reduced |
| Penserra Capital Management LLC | 8,260 | $1.29M | 0.02% | −639−7.2% | Reduced |
| Integrated Wealth Concepts LLC | 8,057 | $1.26M | 0.02% | +213+2.7% | Added |
| Mark Asset Management LP | 8,023 | $1.26M | 0.17% | −617−7.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 8,022 | $1.26M | 0.05% | +900+12.6% | Added |
| Radnor Capital Management, LLC | 8,004 | $1.25M | 0.21% | +8,004 | New |
| Ritholtz Wealth Management | 7,943 | $1.24M | 0.04% | +4,451+127.5% | Added |
| Citadel Advisors LLC | 7,886 | $1.23M | 0.00% | −191,468−96.0% | Reduced |
| Cullen Capital Management LLC | 7,864 | $1.23M | 0.01% | +460+6.2% | Added |
| Palogic Value Management, L.P. | 7,862 | $1.23M | 0.53% | +157+2.0% | Added |
| Pacific Global Investment Management CO | 7,803 | $1.22M | 0.23% | −57−0.7% | Reduced |
| Qtron Investments LLC | 7,798 | $1.22M | 0.17% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 7,754 | $1.21M | 0.21% | +2,089+36.9% | Added |
| Bedel Financial Consulting, Inc. | 7,704 | $1.21M | 0.19% | +10.0% | Added |
| CWA Asset Management Group, LLC | 7,668 | $1.20M | 0.07% | +4,447+138.1% | Added |
| Inspire Trust Co, N.A. | 7,620 | $1.19M | 0.67% | +4,920+182.2% | Added |
| National Asset Management, Inc. | 10,980 | $1.19M | 0.03% | +1,574+16.7% | Added |
| Alberta Investment Management Corp | 7,500 | $1.17M | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 7,459 | $1.17M | 0.01% | +545+7.9% | Added |
| Illinois Municipal Retirement Fund | 7,454 | $1.17M | 0.02% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 7,382 | $1.16M | 0.12% | −23−0.3% | Reduced |
| Meeder Advisory Services, Inc. | 7,375 | $1.15M | 0.12% | +398+5.7% | Added |
| Wexford Capital LP | 7,317 | $1.15M | 0.23% | −3,435−31.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 7,301 | $1.14M | 0.08% | +7,301 | New |
| Bramshill Investments, LLC | 7,293 | $1.14M | 0.13% | +4,893+203.9% | Added |
| Aspiriant, LLC | 7,281 | $1.14M | 0.05% | +7,281 | New |
| TrueWealth Advisors, LLC | 7,260 | $1.14M | 0.44% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 7,237 | $1.13M | 0.04% | +574+8.6% | Added |
| MBL Wealth, LLC | 7,226 | $1.13M | 0.13% | −2,985−29.2% | Reduced |
| Wetherby Asset Management Inc | 7,202 | $1.13M | 0.05% | −165−2.2% | Reduced |
| Chesapeake Asset Management LLC | 7,200 | $1.13M | 1.12% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 7,200 | $1.13M | 0.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 7,956 | $1.12M | 0.03% | −692−8.0% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 7,150 | $1.12M | 0.23% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 7,978 | $1.12M | 0.31% | +645+8.8% | Added |
| NEOS Investment Management LLC | 7,140 | $1.12M | 0.07% | +2,740+62.3% | Added |
| Commerzbank Aktiengesellschaft | 7,089 | $1.11M | 0.04% | +392+5.9% | Added |
| Wedbush Securities Inc | 7,033 | $1.10M | 0.04% | +1,378+24.4% | Added |
| Gifford Fong Associates | 7,000 | $1.09M | 0.30% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 6,897 | $1.08M | 0.45% | +178+2.6% | Added |
| New England Research & Management, Inc. | 6,880 | $1.08M | 0.53% | −3,645−34.6% | Reduced |
| Strategic Advisors LLC | 6,868 | $1.07M | 0.21% | +68+1.0% | Added |
| Sigma Planning Corp | 6,785 | $1.06M | 0.03% | +3,769+125.0% | Added |