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.
| 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 |
|---|---|---|---|---|---|
| EnRich Financial Partners LLC | 138 | $20.9K | 0.01% | −7−4.8% | Reduced |
| West Paces Advisors Inc. | 138 | $20.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 145 | $22.0K | 0.00% | +38+35.5% | Added |
| Boyd Watterson Asset Management LLC | 153 | $23.2K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 155 | $23.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 158 | $24.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 159 | $24.0K | 0.02% | −100−38.6% | Reduced |
| Colonial Trust Co | 162 | $24.5K | 0.00% | +162 | New |
| Opal Wealth Advisors, LLC | 164 | $24.9K | 0.01% | +164 | New |
| Meeder Asset Management Inc | 169 | $25.7K | 0.00% | −1,275−88.3% | Reduced |
| Salem Investment Counselors Inc | 169 | $25.7K | 0.00% | −269−61.4% | Reduced |
| AdvisorNet Financial, Inc | 171 | $26.0K | 0.00% | −5−2.8% | Reduced |
| Wetzel Investment Advisors, Inc. | 175 | $27.4K | 0.02% | +175 | New |
| RFP Financial Group LLC | 182 | $27.7K | 0.01% | +160+727.3% | Added |
| Pathway Financial Advisers, LLC | 188 | $28.5K | 0.01% | +6+3.3% | Added |
| SRS Capital Advisors, Inc. | 198 | $30.1K | 0.00% | +73+58.4% | Added |
| Webster Bank, N. A. | 200 | $30.4K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 199 | $30.4K | 0.01% | +199 | New |
| Hillsdale Investment Management Inc. | 210 | $31.9K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 210 | $31.9K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 216 | $32.8K | 0.03% | −9−4.0% | Reduced |
| HBC Financial Services, PLLC | 220 | $33.0K | 0.02% | −160−42.1% | Reduced |
| Beacon Capital Management, LLC | 219 | $33.2K | 0.01% | −95−30.3% | Reduced |
| Atlas Capital Advisors LLC | 225 | $34.2K | 0.00% | −49−17.9% | Reduced |
| DT Investment Partners, LLC | 228 | $34.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 229 | $34.8K | 0.00% | +157+218.1% | Added |
| Arlington Trust Co LLC | 233 | $35.4K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 235 | $35.7K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 238 | $36.1K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 244 | $37.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 244 | $37.0K | 0.00% | −300−55.1% | Reduced |
| Key Financial Inc | 247 | $37.5K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 259 | $39.3K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 265 | $40.2K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 266 | $40.4K | 0.00% | −319−54.5% | Reduced |
| Zions Bancorporation, N.A. | 273 | $41.4K | 0.00% | −39−12.5% | Reduced |
| Rise Advisors, LLC | 280 | $42.5K | 0.02% | +7+2.6% | Added |
| Kozak & Associates, Inc. | 298 | $44.3K | 0.01% | +3+1.0% | Added |
| Old Point Trust & Financial Services N A | 300 | $45.5K | 0.02% | −250−45.5% | Reduced |
| Financial Freedom, LLC | 301 | $45.7K | 0.03% | +8+2.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 309 | $46.0K | 0.01% | +65+26.6% | Added |
| Valley National Advisers Inc | 314 | $47.0K | 0.01% | +9+3.0% | Added |
| Edmond de Rothschild Holding S.A. | 310 | $47.1K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 311 | $47.2K | 0.02% | +1+0.3% | Added |
| American National Bank | 312 | $47.4K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 312 | $47.4K | 0.01% | +312 | New |
| IAG Wealth Partners, LLC | 315 | $47.8K | 0.01% | +315 | New |
| Versant Capital Management, Inc | 319 | $48.4K | 0.01% | +289+963.3% | Added |
| Centerpoint Advisors, LLC | 327 | $50.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 334 | $50.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 344 | $52.0K | 0.01% | +73+26.9% | Added |
| Compass Wealth Management LLC | 345 | $52.4K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 345 | $52.4K | 0.00% | +4+1.2% | Added |
| Nordwand Advisors, LLC | 346 | $52.5K | 0.02% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 350 | $53.1K | 0.01% | +350 | New |
| VisionPoint Advisory Group, LLC | 352 | $53.4K | 0.02% | −20−5.4% | Reduced |
| Quent Capital, LLC | 370 | $56.2K | 0.01% | −6−1.6% | Reduced |
| Hoey Investments, Inc | 375 | $56.9K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 383 | $59.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 391 | $59.3K | 0.01% | +195+99.5% | Added |
| FNY Investment Advisers, LLC | 400 | $60.0K | 0.04% | −2,600−86.7% | Reduced |
| First Financial Corp | 400 | $60.7K | 0.03% | −26−6.1% | Reduced |
| Ameliora Wealth Management Ltd. | 400 | $60.7K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 406 | $61.6K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 412 | $63.0K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 418 | $63.4K | 0.09% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 435 | $65.0K | 0.00% | +435 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 451 | $68.5K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 491 | $74.5K | 0.04% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 500 | $75.9K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 500 | $75.9K | 0.05% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 500 | $75.9K | 0.00% | +495+9,900.0% | Added |
| Westend Capital Management, LLC | 541 | $79.3K | 0.03% | +1+0.2% | Added |
| Missouri Trust & Investment Co | 526 | $79.8K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 534 | $81.1K | 0.00% | +262+96.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 554 | $84.1K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 578 | $87.0K | 0.00% | −71−10.9% | Reduced |
| Tobam | 591 | $90.0K | 0.01% | −178−23.1% | Reduced |
| Farmers & Merchants Investments Inc | 598 | $90.8K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 600 | $91.1K | 0.02% | −500−45.5% | Reduced |
| Park Place Capital Corp | 604 | $91.7K | 0.03% | −46−7.1% | Reduced |
| United Community Bank | 622 | $94.4K | 0.04% | +322+107.3% | Added |
| Concord Wealth Partners | 634 | $96.2K | 0.02% | +2+0.3% | Added |
| Family Firm, Inc. | 640 | $97.2K | 0.02% | +640 | New |
| Quarry LP | 641 | $97.3K | 0.04% | +320+99.7% | Added |
| CVA Family Office, LLC | 643 | $97.6K | 0.02% | +16+2.6% | Added |
| Fortitude Family Office, LLC | 647 | $98.2K | 0.06% | +572+762.7% | Added |
| Leonteq Securities AG | 684 | $103.8K | 0.01% | +443+183.8% | Added |
| Montag A & Associates Inc | 702 | $106.6K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 703 | $106.7K | 0.01% | +8+1.2% | Added |
| Muzinich & Co., Inc. | 731 | $111.0K | 0.09% | +365+99.7% | Added |
| Global X Japan Co., Ltd. | 764 | $116.0K | 0.02% | +764 | New |
| Harbour Investments, Inc. | 778 | $118.1K | 0.00% | +18+2.4% | Added |
| Carolinas Wealth Consulting LLC | 779 | $118.2K | 0.02% | +4+0.5% | Added |
| Rosenberg Matthew Hamilton | 817 | $119.7K | 0.04% | −46−5.3% | Reduced |
| Silvant Capital Management LLC | 821 | $124.6K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 829 | $125.8K | 0.06% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 862 | $130.9K | 0.02% | −30−3.4% | Reduced |
| Centaurus Financial, Inc. | 863 | $131.0K | 0.01% | +19+2.3% | Added |
| Ninepoint Partners LP | 873 | $132.5K | 0.01% | 00.0% | Unchanged |