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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 3,699 | $579.0K | 0.03% | +135+3.8% | Added |
| JDM Financial Group LLC | 3,695 | $578.2K | 0.42% | +9+0.2% | Added |
| Summit Trail Advisors, LLC | 3,664 | $573.3K | 0.02% | +1,511+70.2% | Added |
| Ghe, LLC | 3,652 | $572.0K | 0.26% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 3,642 | $570.0K | 0.01% | +7+0.2% | Added |
| Portside Wealth Group, LLC | 3,623 | $567.0K | 0.10% | +82+2.3% | Added |
| GTS Securities LLC | 3,610 | $564.9K | 0.02% | −4,152−53.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,602 | $563.7K | 0.25% | +3,602 | New |
| Portman Square Capital LLP | 3,599 | $563.2K | 0.13% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,551 | $555.7K | 0.04% | +148+4.3% | Added |
| Ameritas Investment Partners, Inc. | 3,525 | $551.6K | 0.02% | −100−2.8% | Reduced |
| Gables Capital Management Inc. | 3,515 | $550.1K | 0.30% | −50−1.4% | Reduced |
| HRT Financial LP | 3,517 | $550.0K | 0.00% | −3,270−48.2% | Reduced |
| Optimum Investment Advisors | 3,479 | $544.4K | 0.25% | −250−6.7% | Reduced |
| Tobias Financial Advisors, Inc. | 3,475 | $543.7K | 0.12% | +35+1.0% | Added |
| Cigna Investments Inc | 3,469 | $542.0K | 0.10% | −31−0.9% | Reduced |
| Joel Isaacson & Co., LLC | 3,456 | $540.8K | 0.03% | +60+1.8% | Added |
| Stephens Inc | 3,439 | $538.1K | 0.01% | −1,138−24.9% | Reduced |
| Siemens Fonds Invest GmbH | 3,423 | $535.7K | 0.04% | −156−4.4% | Reduced |
| Lantern Wealth Advisors, LLC | 3,423 | $535.7K | 0.38% | +7+0.2% | Added |
| Tritonpoint Wealth, LLC | 3,598 | $535.6K | 0.06% | −206−5.4% | Reduced |
| Ofi Invest Asset Management | 3,673 | $532.2K | 0.01% | −457−11.1% | Reduced |
| First Dallas Securities Inc. | 3,400 | $532.0K | 0.24% | +400+13.3% | Added |
| Schulhoff & Co Inc | 3,366 | $526.7K | 0.23% | −100−2.9% | Reduced |
| Morningstar Investment Management LLC | 3,353 | $525.0K | 0.06% | 00.0% | Unchanged |
| Ostrum Asset Management | 3,312 | $518.3K | 0.04% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,307 | $517.5K | 0.04% | +37+1.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $516.4K | 0.16% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,276 | $512.7K | 0.02% | +3,276 | New |
| Jackson Square Capital, LLC | 3,274 | $512.3K | 0.13% | +3,274 | New |
| SkyView Investment Advisors, LLC | 3,253 | $509.0K | 0.09% | +3,253 | New |
| Alpha Cubed Investments, LLC | 3,245 | $507.8K | 0.03% | +960+42.0% | Added |
| PFG Investments, LLC | 3,232 | $505.8K | 0.03% | +1,171+56.8% | Added |
| Wintrust Investments LLC | 3,229 | $505.0K | 0.04% | −200−5.8% | Reduced |
| Reuter James Wealth Management, LLC | 3,225 | $504.7K | 0.35% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,214 | $503.0K | 0.03% | +27+0.8% | Added |
| Sunbelt Securities, Inc. | 3,178 | $497.3K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,176 | $497.0K | 0.04% | +8+0.3% | Added |
| Harvest Fund Management Co., Ltd | 3,170 | $496.0K | 0.04% | +1,185+59.7% | Added |
| Lazari Capital Management, Inc. | 3,153 | $493.5K | 0.27% | −101−3.1% | Reduced |
| Proficio Capital Partners LLC | 3,144 | $492.0K | 0.05% | +249+8.6% | Added |
| Embree Financial Group | 3,114 | $487.3K | 0.10% | +141+4.7% | Added |
| Krane Funds Advisors LLC | 3,240 | $485.7K | 0.02% | +3,240 | New |
| Cohen Klingenstein LLC | 3,100 | $485.1K | 0.02% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 3,088 | $483.2K | 0.36% | −80−2.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,082 | $482.4K | 0.06% | +1,403+83.6% | Added |
| Washington Trust Co | 3,079 | $481.8K | 0.02% | 00.0% | Unchanged |
| Strategic Advocates LLC | 3,059 | $478.7K | 0.18% | +145+5.0% | Added |
| Prime Capital Investment Advisors, LLC | 3,055 | $478.1K | 0.01% | +37+1.2% | Added |
| HighPoint Advisor Group LLC | 3,255 | $478.0K | 0.03% | +42+1.3% | Added |
| Merrion Investment Management Co, LLC | 3,000 | $475.3K | 0.34% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 3,032 | $474.5K | 0.06% | −1,593−34.4% | Reduced |
| Lederer & Associates Investment Counsel | 3,007 | $471.0K | 0.33% | +69+2.3% | Added |
| Eqis Capital Management, Inc. | 3,001 | $469.6K | 0.04% | −202−6.3% | Reduced |
| Westover Capital Advisors, LLC | 3,000 | $469.5K | 0.14% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,000 | $469.0K | 0.31% | +800+36.4% | Added |
| Roble, Belko & Company, Inc | 3,000 | $469.0K | 0.08% | +3,000 | New |
| Opinicus Capital, Inc. | 2,985 | $467.2K | 0.41% | −470−13.6% | Reduced |
| Change Path, LLC | 2,970 | $465.0K | 0.02% | +2,970 | New |
| Johnson Investment Counsel Inc | 2,970 | $464.7K | 0.01% | +239+8.8% | Added |
| First National Bank Sioux Falls | 2,965 | $464.0K | 0.25% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,961 | $463.4K | 0.04% | +15+0.5% | Added |
| Titleist Asset Management, LLC | 2,940 | $460.0K | 0.08% | −271−8.4% | Reduced |
| We Are One Seven, LLC | 2,924 | $457.6K | 0.02% | −609−17.2% | Reduced |
| GAMMA Investing LLC | 2,921 | $457.1K | 0.09% | +301+11.5% | Added |
| Mutual Advisors, LLC | 2,920 | $457.0K | 0.01% | −13−0.4% | Reduced |
| HGI Capital Management, LLC | 2,917 | $456.5K | 0.49% | +2,917 | New |
| Sage Investment Advisers LLC | 2,896 | $453.1K | 0.52% | −34−1.2% | Reduced |
| Shell Asset Management Co | 2,945 | $447.0K | 0.02% | +572+24.1% | Added |
| Walleye Capital LLC | 2,843 | $444.9K | 0.00% | +800+39.2% | Added |
| Market Street Wealth Management Advisors LLC | 2,840 | $444.4K | 0.08% | +13+0.5% | Added |
| Banco Santander, S.A. | 2,830 | $442.9K | 0.01% | +2,830 | New |
| Mogy Joel R Investment Counsel Inc | 2,825 | $442.1K | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 2,812 | $440.0K | 0.03% | +127+4.7% | Added |
| Mather Group, LLC. | 3,079 | $439.2K | 0.01% | +13+0.4% | Added |
| Washington Trust Bank | 2,773 | $433.9K | 0.04% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 2,872 | $431.6K | 0.29% | +6+0.2% | Added |
| Stevens Capital Management LP | 2,740 | $429.0K | 0.08% | +2,740 | New |
| Sompo Asset Management Co., Ltd. | 2,730 | $427.2K | 0.07% | +800+41.5% | Added |
| Kessler Investment Group, LLC | 2,724 | $426.3K | 0.26% | +980+56.2% | Added |
| Brown, Lisle/Cummings, Inc. | 2,715 | $424.9K | 0.14% | −200−6.9% | Reduced |
| Autumn Glory Partners, LLC | 2,710 | $424.1K | 0.21% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 2,700 | $422.5K | 0.11% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,700 | $422.4K | 0.02% | +106+4.1% | Added |
| O'Rourke & Company, Inc | 2,694 | $422.0K | 0.24% | +97+3.7% | Added |
| Edmp, Inc. | 2,696 | $421.9K | 0.35% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,683 | $419.9K | 0.01% | +216+8.8% | Added |
| NBC Securities, Inc. | 2,679 | $419.0K | 0.04% | −116−4.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,677 | $418.9K | 0.16% | −100−3.6% | Reduced |
| Conning Inc. | 2,668 | $417.5K | 0.01% | 00.0% | Unchanged |
| Novare Capital Management LLC | 2,645 | $413.9K | 0.04% | +435+19.7% | Added |
| Bradley Foster & Sargent Inc | 2,638 | $412.8K | 0.01% | −853−24.4% | Reduced |
| Larson Financial Group LLC | 2,623 | $410.5K | 0.03% | +34+1.3% | Added |
| Nomura Holdings Inc | 2,602 | $407.2K | 0.00% | −56,039−95.6% | Reduced |
| Capula Management Ltd | 2,582 | $404.1K | 0.01% | +2,582 | New |
| Capital Investment Advisors, LLC | 2,566 | $401.6K | 0.01% | −566−18.1% | Reduced |
| Octavia Wealth Advisors, LLC | 2,557 | $400.2K | 0.06% | −91−3.4% | Reduced |
| Balentine LLC | 2,557 | $400.2K | 0.01% | −241−8.6% | Reduced |
| Lincoln National Corp | 2,523 | $394.8K | 0.01% | +442+21.2% | Added |
| Welch Group, LLC | 2,513 | $393.3K | 0.02% | +4+0.2% | Added |