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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 6,769 | $1.06M | 0.01% | −395−5.5% | Reduced |
| Future Financial Wealth Managment LLC | 6,722 | $1.05M | 0.81% | −84−1.2% | Reduced |
| Assenagon Asset Management S.A. | 6,713 | $1.05M | 0.00% | +237+3.7% | Added |
| Raymond James Trust N.A. | 6,654 | $1.04M | 0.03% | +835+14.3% | Added |
| Retirement Planning Co of New England, Inc. | 6,576 | $1.03M | 0.56% | −459−6.5% | Reduced |
| Inceptionr LLC | 6,484 | $1.01M | 0.26% | +6,484 | New |
| Baker Tilly Wealth Management, LLC | 6,471 | $1.01M | 0.18% | −205−3.1% | Reduced |
| Marino, Stram & Associates LLC | 6,295 | $985.1K | 0.23% | +93+1.5% | Added |
| MAI Capital Management | 6,265 | $980.4K | 0.01% | +902+16.8% | Added |
| Qube Research & Technologies Ltd | 6,194 | $969.3K | 0.00% | +793+14.7% | Added |
| Solidarilty Wealth, LLC | 6,170 | $965.5K | 0.30% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 6,170 | $965.5K | 0.02% | +6,170 | New |
| Perigon Wealth Management, LLC | 6,167 | $965.1K | 0.03% | −308−4.8% | Reduced |
| Harbor Capital Advisors, Inc. | 6,147 | $962.0K | 0.13% | +6,147 | New |
| Steel Peak Wealth Management LLC | 6,115 | $956.9K | 0.05% | −152−2.4% | Reduced |
| Boston Private Wealth LLC | 6,064 | $948.9K | 0.02% | +733+13.7% | Added |
| Syon Capital LLC | 6,046 | $946.1K | 0.09% | +117+2.0% | Added |
| Brown Advisory Inc | 6,041 | $945.3K | 0.00% | −340−5.3% | Reduced |
| Bleakley Financial Group, LLC | 6,033 | $944.2K | 0.03% | +78+1.3% | Added |
| Gabelli Funds LLC | 6,000 | $938.9K | 0.01% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 5,997 | $938.5K | 0.02% | +5,997 | New |
| Regal Investment Advisors LLC | 5,941 | $929.6K | 0.06% | +1,994+50.5% | Added |
| MSH Capital Advisors LLC | 5,934 | $928.6K | 0.33% | −311−5.0% | Reduced |
| Keybank National Association | 5,904 | $923.9K | 0.00% | +416+7.6% | Added |
| Western Financial Corp | 5,866 | $918.0K | 0.56% | +5,866 | New |
| Adams Asset Advisors, LLC | 5,789 | $905.9K | 0.12% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 5,735 | $897.5K | 0.07% | +270+4.9% | Added |
| Ausdal Financial Partners, Inc. | 5,701 | $892.1K | 0.10% | −200−3.4% | Reduced |
| Wellington Shields & Co., LLC | 5,700 | $892.0K | 0.30% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 5,665 | $886.5K | 0.09% | +4,197+285.9% | Added |
| Prudential PLC | 5,633 | $881.5K | 0.01% | −10,688−65.5% | Reduced |
| Wedmont Private Capital | 5,835 | $876.4K | 0.06% | +148+2.6% | Added |
| Ellevest, Inc. | 5,561 | $870.2K | 0.05% | +409+7.9% | Added |
| Jump Financial, LLC | 5,541 | $867.1K | 0.02% | +5,541 | New |
| Avantax Advisory Services, Inc. | 5,431 | $849.9K | 0.01% | −28−0.5% | Reduced |
| Coldstream Capital Management Inc | 5,425 | $849.0K | 0.02% | +233+4.5% | Added |
| Intrua Financial, LLC | 5,400 | $845.1K | 0.13% | −212−3.8% | Reduced |
| Invst, LLC | 5,305 | $814.2K | 0.10% | −1,162−18.0% | Reduced |
| CIBC Private Wealth Group, LLC | 5,209 | $799.4K | 0.00% | +192+3.8% | Added |
| Signaturefd, LLC | 5,102 | $798.4K | 0.02% | +155+3.1% | Added |
| TBH Global Asset Management, LLC | 5,093 | $797.0K | 0.16% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 5,086 | $795.9K | 0.02% | −344−6.3% | Reduced |
| Monument Capital Management | 5,070 | $793.4K | 0.23% | −121−2.3% | Reduced |
| Profund Advisors LLC | 5,032 | $787.5K | 0.03% | −552−9.9% | Reduced |
| Gilman Hill Asset Management, LLC | 5,026 | $786.5K | 0.14% | +475+10.4% | Added |
| Vestmark Advisory Solutions, Inc. | 5,025 | $786.3K | 0.03% | −713−12.4% | Reduced |
| American Assets Inc | 5,000 | $782.5K | 0.29% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,927 | $771.0K | 0.08% | −636−11.4% | Reduced |
| International Assets Investment Management, LLC | 5,000 | $767.3K | 0.08% | −1,454−22.5% | Reduced |
| Highline Wealth Partners LLC | 4,841 | $757.6K | 0.31% | −10.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $751.8K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 4,791 | $749.7K | 0.21% | −334−6.5% | Reduced |
| Horizon Investments, LLC | 4,782 | $748.3K | 0.02% | +73+1.6% | Added |
| XTX Topco Ltd | 4,778 | $747.7K | 0.10% | +4,778 | New |
| Gallagher Fiduciary Advisors, LLC | 4,745 | $742.6K | 0.03% | −424−8.2% | Reduced |
| Donoghue Forlines LLC | 4,742 | $742.1K | 0.21% | −6,126−56.4% | Reduced |
| Entropy Technologies, LP | 4,674 | $731.4K | 0.08% | +4,674 | New |
| Parallel Advisors, LLC | 4,647 | $727.3K | 0.02% | +132+2.9% | Added |
| First Hawaiian Bank | 4,609 | $721.3K | 0.02% | −315−6.4% | Reduced |
| Heritage Trust Co | 4,598 | $719.5K | 0.10% | +144+3.2% | Added |
| Kestra Private Wealth Services, LLC | 4,569 | $715.1K | 0.02% | +1,990+77.2% | Added |
| Murphy Pohlad Asset Management LLC | 4,536 | $709.8K | 0.28% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 4,524 | $708.0K | 0.00% | +481+11.9% | Added |
| Pekin Hardy Strauss, Inc. | 4,515 | $706.6K | 0.10% | −60−1.3% | Reduced |
| Insigneo Advisory Services, LLC | 4,502 | $704.6K | 0.08% | +162+3.7% | Added |
| Emergent Wealth Advisors, LLC | 4,477 | $700.7K | 0.60% | −168−3.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,455 | $697.2K | 0.04% | +1,576+54.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,446 | $695.8K | 0.00% | +237+5.6% | Added |
| Ballentine Partners, LLC | 4,238 | $663.2K | 0.01% | +316+8.1% | Added |
| VELA Investment Management, LLC | 4,234 | $662.6K | 0.24% | +51+1.2% | Added |
| Independent Financial Group, LLC | 4,211 | $658.9K | 0.03% | −867−17.1% | Reduced |
| Atomi Financial Group, Inc. | 4,196 | $656.7K | 0.06% | +1,502+55.8% | Added |
| NorthRock Partners, LLC | 4,145 | $656.6K | 0.03% | +518+14.3% | Added |
| Belpointe Asset Management LLC | 4,156 | $650.5K | 0.05% | −239−5.4% | Reduced |
| Nabity-Jensen Investment Management Inc | 4,141 | $648.0K | 0.53% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 4,149 | $646.8K | 0.09% | −556−11.8% | Reduced |
| Inspire Advisors, LLC | 4,126 | $645.8K | 0.09% | +70+1.7% | Added |
| Alta Wealth Advisors LLC | 4,126 | $645.7K | 0.33% | −107−2.5% | Reduced |
| Renaissance Group LLC | 4,121 | $644.9K | 0.02% | +1,717+71.4% | Added |
| Oak Grove Capital LLC | 4,100 | $641.6K | 0.18% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,093 | $640.6K | 0.01% | +84+2.1% | Added |
| Sequoia Financial Advisors, LLC | 4,090 | $640.1K | 0.01% | −1,944−32.2% | Reduced |
| American Assets Investment Management, LLC | 4,075 | $637.7K | 0.06% | +4,075 | New |
| HB Wealth Management, LLC | 4,009 | $627.4K | 0.01% | −759−15.9% | Reduced |
| Infrastructure Capital Advisors, LLC | 4,000 | $626.0K | 0.08% | +1,978+97.8% | Added |
| IHT Wealth Management, LLC | 3,996 | $625.3K | 0.03% | −25−0.6% | Reduced |
| Accuvest Global Advisors | 3,982 | $623.0K | 0.27% | +995+33.3% | Added |
| Trust Co of Vermont | 3,966 | $620.6K | 0.03% | 00.0% | Unchanged |
| Geller Advisors LLC | 3,952 | $618.4K | 0.05% | +54+1.4% | Added |
| Prestige Wealth Management Group LLC | 3,925 | $614.2K | 0.13% | +3,907+21,705.6% | Added |
| Element Wealth, LLC | 3,849 | $602.4K | 0.35% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 3,803 | $595.1K | 0.12% | +3,803 | New |
| Diversify Advisory Services, LLC | 3,870 | $594.0K | 0.03% | +3,870 | New |
| Beacon Investment Advisors LLC | 3,770 | $589.9K | 0.34% | −11−0.3% | Reduced |
| Savant Capital, LLC | 3,752 | $587.2K | 0.01% | +379+11.2% | Added |
| American Investment Services, Inc. | 3,730 | $583.7K | 0.10% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,728 | $583.0K | 0.01% | −1,013−21.4% | Reduced |
| Foster & Motley Inc | 3,723 | $583.0K | 0.04% | −735−16.5% | Reduced |
| RS Crum Inc. | 3,709 | $580.4K | 0.16% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,700 | $579.0K | 0.08% | −550−12.9% | Reduced |