Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
In the last 90 days, Simon Property Group Inc. insiders filed 11 open-market purchases and 0 sales; 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 |
|---|---|---|---|---|---|
| Strategic Financial Concepts, LLC | 2,510 | $392.7K | 0.09% | +2,510 | New |
| Stratos Wealth Advisors, LLC | 2,507 | $392.4K | 0.02% | −14−0.6% | Reduced |
| HBK Sorce Advisory LLC | 2,504 | $391.8K | 0.01% | +2,504 | New |
| Moody Lynn & Lieberson, LLC | 2,500 | $391.2K | 0.03% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 2,500 | $391.2K | 0.14% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 2,498 | $390.9K | 0.08% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 2,545 | $390.6K | 0.23% | +95+3.9% | Added |
| Bard Financial Services, Inc. | 2,460 | $385.0K | 0.04% | +45+1.9% | Added |
| Trust Co | 2,453 | $383.9K | 0.05% | −128−5.0% | Reduced |
| Kaizen Financial Strategies | 2,452 | $383.7K | 0.26% | +32+1.3% | Added |
| Mission Wealth Management, LP | 2,407 | $376.7K | 0.01% | +618+34.5% | Added |
| Regions Financial Corp | 2,403 | $376.0K | 0.00% | +415+20.9% | Added |
| Silverleafe Capital Partners, LLC | 2,400 | $375.6K | 0.15% | 00.0% | Unchanged |
| Norden Group LLC | 2,398 | $375.3K | 0.08% | +2,398 | New |
| Kapitalo Investimentos Ltda | 2,395 | $374.8K | 0.08% | +2,395 | New |
| Harvest Portfolios Group Inc. | 2,388 | $373.7K | 0.01% | +116+5.1% | Added |
| Good Life Advisors, LLC | 2,380 | $372.4K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 2,358 | $368.9K | 0.01% | +160+7.3% | Added |
| Legacy Financial Advisors, Inc. | 2,357 | $368.8K | 0.07% | +74+3.2% | Added |
| Everhart Financial Group, Inc. | 2,342 | $366.5K | 0.11% | +537+29.8% | Added |
| Intrust Bank NA | 2,341 | $366.3K | 0.04% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,340 | $366.2K | 0.00% | +650+38.5% | Added |
| RMR Wealth Builders | 2,266 | $359.0K | 0.04% | −104−4.4% | Reduced |
| Gateway Investment Advisers LLC | 2,289 | $358.2K | 0.00% | −102−4.3% | Reduced |
| Ci Investments Inc. | 2,290 | $358.0K | 0.00% | +185+8.8% | Added |
| Nilsine Partners, LLC | 2,268 | $354.9K | 0.05% | −15−0.7% | Reduced |
| Moody National Bank Trust Division | 2,259 | $353.5K | 0.03% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,252 | $352.4K | 0.09% | +2,252 | New |
| Manchester Capital Management LLC | 2,251 | $352.3K | 0.04% | +22+1.0% | Added |
| Steele Capital Management, Inc. | 2,230 | $349.0K | 0.02% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 2,209 | $345.6K | 0.02% | −87−3.8% | Reduced |
| Avestar Capital, LLC | 2,182 | $345.6K | 0.04% | +440+25.3% | Added |
| Rehmann Capital Advisory Group | 2,195 | $343.5K | 0.03% | −30−1.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,195 | $343.5K | 0.06% | −4−0.2% | Reduced |
| Umb Bank N A | 2,193 | $343.2K | 0.01% | +97+4.6% | Added |
| Merit Financial Group, LLC | 2,392 | $341.9K | 0.01% | −199−7.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,178 | $340.8K | 0.11% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 2,171 | $339.7K | 0.06% | 00.0% | Unchanged |
| Corton Capital Inc. | 2,160 | $338.0K | 0.12% | +2,160 | New |
| Resonant Capital Advisors, LLC | 2,157 | $337.5K | 0.03% | +120+5.9% | Added |
| MBB Public Markets I LLC | 2,153 | $336.9K | 0.02% | +2,153 | New |
| LJI Wealth Management, LLC | 2,151 | $336.6K | 0.09% | −80−3.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,141 | $335.1K | 0.01% | +49+2.3% | Added |
| Buckingham Strategic Wealth, LLC | 2,132 | $333.6K | 0.00% | +253+13.5% | Added |
| White Pine Capital LLC | 2,371 | $333.2K | 0.13% | +346+17.1% | Added |
| Lafayette Investments, Inc. | 2,125 | $332.5K | 0.07% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,118 | $331.4K | 0.03% | −550−20.6% | Reduced |
| United Advisor Group, LLC | 2,103 | $329.1K | 0.12% | −2,347−52.7% | Reduced |
| Skopos Labs, Inc. | 2,132 | $327.2K | 0.14% | −19−0.9% | Reduced |
| Cetera Trust Company, N.A | 2,075 | $324.7K | 0.20% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,070 | $323.9K | 0.04% | +103+5.2% | Added |
| Manchester Financial Inc | 2,066 | $323.3K | 0.08% | −2−0.1% | Reduced |
| Vicus Capital | 2,061 | $322.5K | 0.03% | +217+11.8% | Added |
| Rockland Trust Co | 2,050 | $320.8K | 0.02% | 00.0% | Unchanged |
| Maven Securities LTD | 2,036 | $318.6K | 0.02% | +2,036 | New |
| Algert Global LLC | 2,033 | $318.1K | 0.01% | −1,262−38.3% | Reduced |
| ZRC Wealth Management, LLC | 2,019 | $316.0K | 0.16% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,000 | $313.0K | 0.01% | −134−6.3% | Reduced |
| EJF Capital LLC | 2,000 | $313.0K | 0.22% | −2,000−50.0% | Reduced |
| Beaumont Asset Management, L.L.C. | 1,994 | $312.0K | 0.21% | +51+2.6% | Added |
| Lakeview Capital Partners, LLC | 1,985 | $310.6K | 0.05% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 1,952 | $305.5K | 0.06% | +181+10.2% | Added |
| Shelton Capital Management | 1,930 | $302.0K | 0.01% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 1,921 | $301.0K | 0.08% | +1,921 | New |
| Samalin Investment Counsel, LLC | 1,916 | $299.8K | 0.14% | −291−13.2% | Reduced |
| Tiaa Trust, National Association | 1,913 | $299.4K | 0.00% | +69+3.7% | Added |
| Smithfield Trust Co | 1,905 | $298.0K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,893 | $296.3K | 0.01% | +62+3.4% | Added |
| Fukoku Mutual Life Insurance Co | 1,889 | $295.6K | 0.02% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 1,879 | $294.0K | 0.11% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 1,861 | $291.2K | 0.11% | −1,409−43.1% | Reduced |
| Brevan Howard Capital Management LP | 1,859 | $290.9K | 0.03% | +1,859 | New |
| All Season Financial Advisors, Inc. | 1,843 | $288.4K | 0.24% | +44+2.4% | Added |
| Regent Peak Wealth Advisors LLC | 1,841 | $288.1K | 0.07% | +10+0.5% | Added |
| Simmons Bank | 1,840 | $287.9K | 0.02% | −216−10.5% | Reduced |
| Leo Wealth, LLC | 1,820 | $284.3K | 0.03% | +159+9.6% | Added |
| Paloma Partners Management Co | 1,809 | $283.1K | 0.04% | +1,809 | New |
| Cornerstone Advisory, LLC | 1,808 | $282.9K | 0.04% | −1,046−36.7% | Reduced |
| American State Bank (Iowa) | 1,804 | $282.2K | 0.19% | −63−3.4% | Reduced |
| Clearwater Capital Advisors, LLC | 1,800 | $281.7K | 0.03% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 1,791 | $280.3K | 0.12% | −332−15.6% | Reduced |
| Brighton Jones LLC | 1,786 | $279.5K | 0.01% | +1,786 | New |
| SkyOak Wealth, LLC | 1,784 | $279.2K | 0.07% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 1,776 | $277.9K | 0.08% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,771 | $277.1K | 0.02% | +41+2.4% | Added |
| V-Square Quantitative Management LLC | 1,755 | $274.6K | 0.05% | 00.0% | Unchanged |
| Ascent Group, LLC | 1,749 | $273.7K | 0.02% | +1,749 | New |
| Cabot Wealth Management Inc | 1,745 | $273.1K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,745 | $273.1K | 0.14% | +150+9.4% | Added |
| Alps Advisors Inc | 1,734 | $271.4K | 0.00% | −235−11.9% | Reduced |
| Sentry Investment Management LLC | 1,718 | $269.0K | 0.10% | 00.0% | Unchanged |
| Capital Square, LLC | 1,716 | $268.7K | 0.19% | −130−7.0% | Reduced |
| Fidelis Capital Partners, LLC | 1,714 | $268.2K | 0.04% | +295+20.8% | Added |
| Moors & Cabot, Inc. | 1,712 | $267.9K | 0.01% | −1,114−39.4% | Reduced |
| Synovus Financial Corp | 1,695 | $266.2K | 0.00% | +1,695 | New |
| Sage Mountain Advisors LLC | 1,692 | $264.8K | 0.03% | +222+15.1% | Added |
| BNP Paribas | 1,688 | $264.2K | 0.01% | +1,688 | New |
| PAX Financial Group, LLC | 1,687 | $263.9K | 0.05% | −39−2.3% | Reduced |
| Camelot Portfolios, LLC | 1,685 | $263.7K | 0.26% | −1,202−41.6% | Reduced |
| Lindbrook Capital, LLC | 1,682 | $263.2K | 0.02% | +33+2.0% | Added |