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, 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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 237,096 | $36.0M | 0.05% | +149,739+171.4% | Added |
| New York State Common Retirement Fund | 238,163 | $36.2M | 0.05% | −482−0.2% | Reduced |
| Edgar Lomax Co | 241,505 | $36.7M | 2.38% | −4,270−1.7% | Reduced |
| Minneapolis Portfolio Management Group, LLC | 241,557 | $36.7M | 4.96% | −2,695−1.1% | Reduced |
| DekaBank Deutsche Girozentrale | 251,122 | $37.5M | 0.07% | −2,965−1.2% | Reduced |
| Douglas Lane & Associates, LLC | 253,182 | $38.4M | 0.55% | −2,357−0.9% | Reduced |
| Retirement Systems of Alabama | 261,260 | $39.7M | 0.15% | −226,600−46.4% | Reduced |
| State of Tennessee, Treasury Department | 264,900 | $40.2M | 0.15% | −51,888−16.4% | Reduced |
| Los Angeles Capital Management LLC | 265,954 | $40.4M | 0.14% | +261,430+5,778.7% | Added |
| Raymond James & Associates | 268,258 | $40.7M | 0.03% | +3,634+1.4% | Added |
| State of New Jersey Common Pension Fund D | 269,605 | $40.9M | 0.18% | −139,815−34.1% | Reduced |
| Capital Advisors Inc | 278,322 | $42.2M | 0.87% | +8,147+3.0% | Added |
| Pinebridge Investments, L.P. | 279,432 | $42.4M | 0.34% | −59,344−17.5% | Reduced |
| Uniplan Investment Counsel, Inc. | 280,793 | $42.6M | 3.88% | −44,745−13.7% | Reduced |
| Millennium Management LLC | 289,729 | $44.0M | 0.04% | +100,725+53.3% | Added |
| Teacher Retirement System of Texas | 291,524 | $44.3M | 0.25% | +157,769+118.0% | Added |
| LSV Asset Management | 294,700 | $44.7M | 0.10% | −105,000−26.3% | Reduced |
| Storebrand Asset Management AS | 299,094 | $45.4M | 0.15% | +35,034+13.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 309,749 | $47.0M | 0.11% | +40,302+15.0% | Added |
| Allspring Global Investments Holdings, LLC | 311,361 | $47.3M | 0.08% | +26,496+9.3% | Added |
| Aew Capital Management L P | 311,515 | $47.3M | 2.29% | +6,650+2.2% | Added |
| Worldquant Millennium Advisors LLC | 318,115 | $48.3M | 0.44% | +318,115 | New |
| State Board of Administration of Florida Retirement System | 321,621 | $48.8M | 0.10% | −33,633−9.5% | Reduced |
| Lazard Asset Management LLC | 325,530 | $49.4M | 0.06% | +8,253+2.6% | Added |
| Castle Hook Partners LP | 329,863 | $50.1M | 1.73% | −150,829−31.4% | Reduced |
| LPL Financial LLC | 339,755 | $51.6M | 0.03% | −29,865−8.1% | Reduced |
| Ensign Peak Advisors, Inc | 342,012 | $51.9M | 0.09% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 343,967 | $52.2M | 0.11% | −11,836−3.3% | Reduced |
| Citigroup Inc | 345,214 | $52.4M | 0.05% | −92,541−21.1% | Reduced |
| BNP Paribas Arbitrage, SA | 350,171 | $53.2M | 0.06% | −341,451−49.4% | Reduced |
| Envestnet Asset Management Inc | 378,529 | $57.5M | 0.02% | −4,237−1.1% | Reduced |
| TCW Group Inc | 379,811 | $57.7M | 0.52% | +47,289+14.2% | Added |
| Stifel Financial Corp | 393,999 | $59.8M | 0.07% | +3,670+0.9% | Added |
| Voloridge Investment Management, LLC | 410,934 | $62.4M | 0.23% | +95,637+30.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 423,221 | $64.2M | 0.31% | −10,300−2.4% | Reduced |
| UBS Asset Management Americas Inc | 444,793 | $67.5M | 0.02% | −2,246,652−83.5% | Reduced |
| Standard Life Aberdeen plc | 476,395 | $72.3M | 0.14% | −5,604−1.2% | Reduced |
| Heitman Real Estate Securities LLC | 476,764 | $72.4M | 4.58% | +1730.0% | Added |
| Lasalle Investment Management Securities LLC | 497,590 | $75.5M | 3.23% | +20,702+4.3% | Added |
| Nomura Asset Management Co Ltd | 504,197 | $76.5M | 0.26% | +23,031+4.8% | Added |
| California State Teachers Retirement System | 525,057 | $79.7M | 0.10% | −6,790−1.3% | Reduced |
| Allianz Asset Management GmbH | 557,777 | $84.7M | 0.14% | +97,216+21.1% | Added |
| Robeco Institutional Asset Management B.V. | 567,997 | $86.2M | 0.19% | +265,023+87.5% | Added |
| Macquarie Group Ltd | 576,108 | $87.5M | 0.10% | +2,659+0.5% | Added |
| Adelante Capital Management LLC | 577,445 | $87.7M | 6.92% | −40,183−6.5% | Reduced |
| Public Employees Retirement System of Ohio | 606,476 | $92.1M | 0.36% | −9,678−1.6% | Reduced |
| Asset Management One Co.,Ltd. | 609,354 | $92.5M | 0.35% | −16,720−2.7% | Reduced |
| California Public Employees Retirement System | 609,882 | $92.6M | 0.07% | +10,036+1.7% | Added |
| Neuberger Berman Group LLC | 621,792 | $94.4M | 0.08% | −41,246−6.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 637,025 | $96.7M | 0.12% | +54,416+9.3% | Added |
| Parnassus Investments | 710,235 | $107.8M | 0.23% | −67,235−8.6% | Reduced |
| Great West Life Assurance Co | 743,755 | $113.0M | 0.21% | +113,933+18.1% | Added |
| Rhumbline Advisers | 768,835 | $116.7M | 0.11% | +11,004+1.5% | Added |
| HighTower Advisors, LLC | 781,478 | $118.7M | 0.18% | +41,430+5.6% | Added |
| Bank of Montreal | 795,962 | $122.4M | 0.06% | +22,133+2.9% | Added |
| National Pension Service | 823,457 | $125.0M | 0.14% | +15,673+1.9% | Added |
| Wells Fargo & Company | 826,165 | $125.4M | 0.03% | −13,251−1.6% | Reduced |
| Franklin Resources Inc | 826,342 | $125.4M | 0.04% | −24,570−2.9% | Reduced |
| American Century Companies Inc | 832,671 | $126.4M | 0.08% | +23,576+2.9% | Added |
| APG Asset Management US Inc. | 867,061 | $127.0M | 0.73% | +80,000+10.2% | Added |
| Alliancebernstein L.P. | 840,593 | $127.6M | 0.04% | −7,832−0.9% | Reduced |
| Bessemer Group Inc | 876,908 | $133.1M | 0.23% | −3,034−0.3% | Reduced |
| UBS Group AG | 942,005 | $143.0M | 0.04% | −92,318−8.9% | Reduced |
| Swiss National Bank | 964,927 | $146.5M | 0.10% | −12,100−1.2% | Reduced |
| Panagora Asset Management Inc | 974,335 | $147.9M | 0.74% | +142,125+17.1% | Added |
| SEI Investments Co | 1,044,257 | $158.5M | 0.22% | +15,500+1.5% | Added |
| Canada Pension Plan Investment Board | 1,065,067 | $161.7M | 0.16% | +15,600+1.5% | Added |
| Duff & Phelps Investment Management Co | 1,068,268 | $162.2M | 2.07% | +229,122+27.3% | Added |
| HSBC Holdings PLC | 1,074,587 | $162.7M | 0.10% | +67,513+6.7% | Added |
| Barclays PLC | 1,108,975 | $168.3M | 0.08% | +429,398+63.2% | Added |
| Prudential Financial Inc | 1,123,952 | $170.6M | 0.26% | −345,097−23.5% | Reduced |
| Schroder Investment Management Group | 1,136,779 | $172.6M | 0.19% | +6,128+0.5% | Added |
| Royal Bank of Canada | 1,158,735 | $175.9M | 0.04% | −35,420−3.0% | Reduced |
| PGGM Investments | 1,238,123 | $187.9M | 2.69% | +23,186+1.9% | Added |
| Amundi | 1,311,207 | $195.1M | 0.07% | +422,949+47.6% | Added |
| Principal Financial Group Inc | 1,292,040 | $196.1M | 0.12% | +4500.0% | Added |
| Ameriprise Financial Inc | 1,348,827 | $204.6M | 0.06% | +129,374+10.6% | Added |
| Russell Investments Group, Ltd. | 1,424,854 | $216.0M | 0.35% | −182,867−11.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,462,378 | $222.0M | 0.16% | −35,318−2.4% | Reduced |
| Wellington Management Group LLP | 1,742,671 | $264.5M | 0.05% | −122,571−6.6% | Reduced |
| Centersquare Investment Management LLC | 1,795,506 | $272.6M | 2.95% | −18,700−1.0% | Reduced |
| Cbre Clarion Securities LLC | 1,806,155 | $274.2M | 5.02% | −40,722−2.2% | Reduced |
| Boston Partners | 2,304,357 | $349.8M | 0.43% | −16,871−0.7% | Reduced |
| Goldman Sachs Group Inc | 2,310,706 | $350.8M | 0.07% | +243,125+11.8% | Added |
| Bank of New York Mellon Corp | 2,457,802 | $373.1M | 0.07% | −84,570−3.3% | Reduced |
| Smead Capital Management, Inc. | 2,531,977 | $384.4M | 6.00% | +132,832+5.5% | Added |
| Deutsche Bank AG | 3,189,256 | $484.1M | 0.22% | +420,770+15.2% | Added |
| Invesco Ltd. | 3,462,356 | $525.6M | 0.11% | +79,625+2.4% | Added |
| Daiwa Securities Group Inc. | 3,587,907 | $544.6M | 2.90% | −618,410−14.7% | Reduced |
| Charles Schwab Investment Management Inc | 3,615,716 | $548.9M | 0.10% | +7,439+0.2% | Added |
| Price T Rowe Associates Inc | 3,674,285 | $557.8M | 0.07% | −758,119−17.1% | Reduced |
| Northern Trust Corp | 3,935,228 | $597.4M | 0.10% | +53,623+1.4% | Added |
| JPMorgan Chase & Co | 4,165,558 | $632.3M | 0.05% | −457,595−9.9% | Reduced |
| Legal & General Group Plc | 4,242,236 | $644.0M | 0.18% | −146,246−3.3% | Reduced |
| Nuveen Asset Management, LLC | 4,505,850 | $684.0M | 0.20% | +100,573+2.3% | Added |
| Dimensional Fund Advisors LP | 4,621,019 | $701.5M | 0.18% | −19,411−0.4% | Reduced |
| FMR LLC | 5,368,295 | $814.9M | 0.05% | −39,761−0.7% | Reduced |
| Morgan Stanley | 5,701,470 | $865.5M | 0.07% | +89,512+1.6% | Added |
| Bank of America Corp | 6,481,336 | $983.9M | 0.09% | +4,565,964+238.4% | Added |
| Geode Capital Management, LLC | 9,134,944 | $1.39B | 0.12% | +230,913+2.6% | Added |