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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, Q2 2024

Institutional positions in Simon Property Group Inc. as of Jun 30, 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
1,105
+30 vs. Q1 2024
Shares held
288.6M
−898.2K (−0.3%) vs. Q1 2024
Total value
$43.7B
−$1.50B (−3.3%) vs. Q1 2024
New holders
105
430 more added
Sold out
75
379 more reduced

9 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 1,105 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ2 2024: $43.7B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$32.7B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q1 2024.

Institutions holding SPG in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Davis Selected Advisers85,140$00.00%−22,470−20.9%Reduced
Sofos Investments, Inc.0$20.00%−48−100.0%Reduced
Fuller & Thaler Asset Management, Inc.0$20.00%0Unchanged
Dogwood Wealth Management LLC0$50.00%0Unchanged
MeadowBrook Investment Advisors LLC2$3040.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC2$3040.00%00.0%Unchanged
Redwood Wealth Management Group, LLC2$3040.00%+2New
Sandy Spring Bank3$4550.00%+3New
Creekmur Asset Management LLC3$4550.00%+3New
Lynx Investment Advisory4$6070.00%+4New
Macroview Investment Management LLC5$7590.00%00.0%Unchanged
Wolff Wiese Magana LLC5$7590.00%+5New
Semmax Financial Advisors Inc.5$8250.00%00.0%Unchanged
Cape Investment Advisory, Inc.6$9110.00%00.0%Unchanged
FinTrust Capital Advisors, LLC6$9110.00%+6New
Strengthening Families & Communities, LLC4$1.00K0.00%+4New
VitalStone Financial, LLC7$1.06K0.00%00.0%Unchanged
NVWM, LLC8$1.21K0.00%+3+60.0%Added
Delos Wealth Advisors, LLC9$1.37K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC10$1.52K0.00%−1−9.1%Reduced
Richardson Capital Management LLC10$1.52K0.00%+10New
TFC Financial Management11$1.67K0.00%−3−21.4%Reduced
JJJ Advisors Inc.12$1.82K0.00%00.0%Unchanged
Cornerstone Planning Group LLC13$1.93K0.00%+9+225.0%Added
Ruedi Wealth Management, Inc.13$1.97K0.00%+13New
Core Alternative Capital14$2.13K0.00%00.0%Unchanged
New Millennium Group LLC15$2.23K0.00%+15New
Great Lakes Retirement, Inc.15$2.28K0.00%+15New
Planning Capital Management Corp16$2.43K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC17$2.58K0.00%00.0%Unchanged
Eagle Bay Advisors LLC17$2.58K0.00%00.0%Unchanged
McIlrath & Eck, LLC18$2.73K0.00%+18New
Prestige Wealth Management Group LLC18$2.73K0.00%−3,907−99.5%Reduced
Continuum Advisory, LLC19$2.88K0.00%00.0%Unchanged
ClariVest Asset Management LLC20$3.02K0.00%−14−41.2%Reduced
Gradient Investments LLC20$3.04K0.00%−10−33.3%Reduced
Archer Investment Corp20$3.08K0.00%00.0%Unchanged
MCF Advisors LLC22$3.34K0.00%00.0%Unchanged
Red Tortoise LLC23$3.49K0.00%00.0%Unchanged
Grove Bank & Trust24$3.64K0.00%00.0%Unchanged
Caitlin John, LLC25$3.79K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.25$3.88K0.00%+25New
South State Corp.27$4.10K0.00%+17+170.0%Added
Unique Wealth Strategies, LLC27$4.22K0.00%+27New
Pacific Capital Wealth Advisors, Inc28$4.25K0.00%+28New
Dunhill Financial, LLC28$4.27K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC29$4.40K0.00%00.0%Unchanged
Sachetta, LLC29$4.49K0.00%+25+625.0%Added
Institutional & Family Asset Management, LLC30$4.55K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC31$4.71K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC32$4.86K0.00%+32New
Creative Capital Management Investments LLC33$5.01K0.00%00.0%Unchanged
Arrow Financial Corp34$5.16K0.00%00.0%Unchanged
Raffa Wealth Management, LLC34$5.16K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC37$5.63K0.00%−46−55.4%Reduced
Aspect Partners, LLC38$5.77K0.00%−21−35.6%Reduced
Jackson, Grant Investment Advisers, Inc.38$5.77K0.00%00.0%Unchanged
WR Wealth Planners, LLC39$5.92K0.00%+8+25.8%Added
Independence Bank of Kentucky40$6.07K0.00%00.0%Unchanged
Hollencrest Capital Management42$6.32K0.00%+1+2.4%Added
Sittner & Nelson, LLC44$6.68K0.00%00.0%Unchanged
Gold Investment Management Ltd.45$6.83K0.00%00.0%Unchanged
Avion Wealth47$7.00K0.00%+7+17.5%Added
Colonial Trust Advisors50$7.59K0.00%−17−25.4%Reduced
Godsey & Gibb Associates50$7.59K0.00%00.0%Unchanged
Oakworth Capital, Inc.52$7.89K0.00%00.0%Unchanged
Anfield Capital Management, LLC53$8.04K0.00%+53New
Redmont Wealth Advisors LLC56$8.50K0.01%00.0%Unchanged
Costello Asset Management, INC62$9.41K0.01%+2+3.3%Added
Cullen/Frost Bankers, Inc.62$9.41K0.00%+62New
Adirondack Trust Co66$10.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC67$10.1K0.00%+2+3.1%Added
Christopher J. Hasenberg, Inc69$10.5K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC72$11.0K0.00%+7+10.8%Added
Brown Brothers Harriman & Co73$11.1K0.00%−4−5.2%Reduced
Union Savings Bank73$11.1K0.01%+73New
Private Wealth Management Group, LLC73$11.1K0.00%00.0%Unchanged
Asset Dedication, LLC73$11.1K0.00%00.0%Unchanged
Bell Investment Advisors, Inc74$11.2K0.00%−14−15.9%Reduced
1832 Asset Management L.P.76$11.5K0.00%−39−33.9%Reduced
Financial Management Professionals, Inc.85$13.0K0.00%+19+28.8%Added
Center for Financial Planning, Inc.87$13.2K0.00%00.0%Unchanged
Pacific Center for Financial Services99$15.0K0.00%+10+11.2%Added
Provenance Wealth Advisors, LLC100$15.2K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.102$15.5K0.00%+8+8.5%Added
Grayhawk Investment Strategies Inc.105$15.9K0.07%00.0%Unchanged
Ancora Advisors, LLC106$16.1K0.00%+9+9.3%Added
Private Ocean, LLC109$16.5K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.109$16.5K0.00%00.0%Unchanged
Fairscale Capital, LLC110$16.7K0.01%+110New
First United Bank Trust113$17.2K0.01%00.0%Unchanged
WFA of San Diego, LLC118$17.9K0.02%+118New
Richardson Financial Services Inc.120$18.2K0.01%00.0%Unchanged
Financial Network Wealth Advisors LLC122$18.5K0.01%+122New
Raleigh Capital Management Inc.123$18.7K0.01%+15+13.9%Added
Abound Wealth Management125$19.0K0.01%−1−0.8%Reduced
Cedar Mountain Advisors, LLC125$19.0K0.00%00.0%Unchanged
GW&K Investment Management, LLC128$19.0K0.00%+21+19.6%Added
SYSTM Wealth Solutions LLC127$19.3K0.00%−743−85.4%Reduced
Riverview Trust Co129$19.6K0.02%00.0%Unchanged