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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
Y.D. More Investments Ltd878$133.3K0.01%+878New
Stelac Advisory Services LLC881$133.7K0.06%00.0%Unchanged
Global Retirement Partners, LLC895$135.8K0.00%+94+11.7%Added
Triad Wealth Partners, LLC912$138.4K0.07%+912New
Bullock Wealth Management Group1,011$148.1K0.10%+35+3.6%Added
Capstone Investment Advisors, LLC988$150.0K0.00%+988New
Rowland & Co Investment Counsel1,000$151.8K0.03%00.0%Unchanged
Alta Advisers Ltd1,000$151.8K0.07%00.0%Unchanged
AllSquare Wealth Management LLC1,000$151.8K0.09%00.0%Unchanged
Vestor Capital, LLC1,000$152.0K0.01%00.0%Unchanged
Benjamin Edwards Inc1,000$152.0K0.03%00.0%Unchanged
Smartleaf Asset Management LLC1,022$153.1K0.03%+351+52.3%Added
Cromwell Holdings LLC1,013$153.8K0.09%+1,013New
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,020$154.8K0.06%00.0%Unchanged
Abich Financial Wealth Management LLC1,069$162.3K0.11%+1,061+13,262.5%Added
Activest Wealth Management1,075$163.2K0.05%+920+593.5%Added
Thompson Investment Management, Inc.1,117$169.6K0.03%−17−1.5%Reduced
Ashton Thomas Private Wealth, LLC1,132$171.8K0.01%+1,132New
Allworth Financial LP1,129$173.3K0.00%+54+5.0%Added
Central Trust Co1,162$176.4K0.00%−125−9.7%Reduced
Massmutual Trust Co FSB1,188$180.3K0.01%+129+12.2%Added
Clearstead Advisors, LLC1,188$180.3K0.00%+180+17.9%Added
Motco1,192$180.9K0.01%+168+16.4%Added
Hilltop National Bank1,193$181.1K0.06%00.0%Unchanged
Parkside Financial Bank & Trust1,207$183.2K0.03%−3−0.2%Reduced
Ci Investments Inc.1,226$186.0K0.00%−1,064−46.5%Reduced
Logan Capital Management Inc1,272$193.1K0.01%00.0%Unchanged
Qube Research & Technologies Ltd1,293$196.3K0.00%−4,901−79.1%Reduced
Verus Capital Partners, LLC1,320$200.4K0.02%−69−5.0%Reduced
U.S. Capital Wealth Advisors, LLC1,325$201.1K0.01%+7+0.5%Added
Catalyst Financial Partners LLC1,328$201.6K0.04%+1,328New
Optas, LLC1,338$203.1K0.05%+1,338New
Simon Quick Advisors, LLC1,338$203.2K0.01%+1,338New
Wiley Bros.-Aintree Capital, LLC1,346$204.3K0.01%+1,346New
Sloy Dahl & Holst, LLC1,350$204.9K0.04%−330−19.6%Reduced
Atlantic Edge Private Wealth Management, LLC1,350$204.9K0.07%00.0%Unchanged
Silver Lake Group, L.L.C.1,350$204.9K0.00%+1,350New
Smithfield Trust Co1,350$205.0K0.01%−555−29.1%Reduced
Ridgewood Investments LLC1,351$205.1K0.10%−328−19.5%Reduced
Silvercrest Asset Management Group LLC1,356$205.8K0.00%+28+2.1%Added
Moors & Cabot, Inc.1,367$207.5K0.01%−345−20.2%Reduced
Gamco Investors, Inc. Et Al1,370$208.0K0.00%+90+7.0%Added
KMG Fiduciary Partners, LLC1,375$208.8K0.02%−19−1.4%Reduced
Breakwater Capital Group1,376$208.9K0.05%00.0%Unchanged
Inceptionr LLC1,392$211.3K0.06%−5,092−78.5%Reduced
PDS Planning, Inc1,397$212.1K0.02%+83+6.3%Added
American Trust Investment Advisors, LLC1,400$212.5K0.10%−185−11.7%Reduced
TD Private Client Wealth LLC1,400$212.5K0.01%00.0%Unchanged
Legacy Advisors, LLC1,405$213.3K0.03%+97+7.4%Added
Modera Wealth Management, LLC1,420$215.6K0.00%00.0%Unchanged
Sentry Investment Management LLC1,426$216.0K0.10%−292−17.0%Reduced
Capasso Planning Partners LLC1,423$216.0K0.07%+1+0.1%Added
Ronald Blue Trust, Inc.1,384$216.6K0.00%+1,134+453.6%Added
EP Wealth Advisors, LLC1,438$218.2K0.00%+1,438New
Fort Sheridan Advisors LLC1,439$218.4K0.04%+1,439New
Galvin, Gaustad & Stein, LLC1,442$218.9K0.02%+1,442New
V-Square Quantitative Management LLC1,444$219.2K0.04%−311−17.7%Reduced
Icon Wealth Advisors, LLC1,432$219.7K0.02%−170−10.6%Reduced
Cidel Asset Management Inc1,448$219.8K0.02%−84−5.5%Reduced
Mission Wealth Management, LP1,451$220.2K0.01%−956−39.7%Reduced
Hudson Valley Investment Advisors Inc1,550$220.6K0.03%+1,550New
First Horizon Advisors, Inc.1,460$221.6K0.01%−11−0.7%Reduced
Schwarz Dygos Wheeler Investment Advisors LLC1,467$222.7K0.06%00.0%Unchanged
Gryphon Financial Partners LLC1,486$225.6K0.03%+1,486New
Howard Capital Management Group, LLC1,490$226.2K0.02%00.0%Unchanged
EJF Capital LLC1,500$227.7K0.17%−500−25.0%Reduced
Lavaca Capital LLC1,500$227.7K0.12%00.0%Unchanged
Carnegie Capital Asset Management, LLC1,504$228.3K0.01%00.0%Unchanged
Fiduciary Trust Co1,513$229.7K0.00%+28+1.9%Added
First National Bank1,528$231.9K0.17%00.0%Unchanged
PAX Financial Group, LLC1,531$232.3K0.05%−156−9.2%Reduced
Dorsey Wright & Associates1,546$235.0K0.06%−375−19.5%Reduced
Morningstar Investment Services LLC1,571$235.0K0.00%+119+8.2%Added
Weil Company, Inc.1,553$235.7K0.09%+1,553New
Aptus Capital Advisors, LLC1,554$235.9K0.00%+76+5.1%Added
MRP Capital Investments, LLC1,555$236.0K0.22%−125−7.4%Reduced
Pinnacle Wealth Planning Services, Inc.1,559$236.7K0.03%+4+0.3%Added
Cladis Investment Advisory, LLC1,600$242.9K0.18%00.0%Unchanged
Childress Capital Advisors, LLC1,600$242.9K0.07%−24−1.5%Reduced
Godshalk Welsh Capital Management, Inc.1,625$246.7K0.16%00.0%Unchanged
Abbrea Capital, LLC1,627$247.0K0.03%+123+8.2%Added
Strategic Wealth Designers1,691$247.8K0.03%+1,691New
Kingsview Wealth Management, LLC1,639$248.8K0.01%+1,639New
Callan Family Office, LLC1,643$249.4K0.05%+1,643New
KLCM Advisors, Inc.1,644$249.6K0.03%00.0%Unchanged
Socha Financial Group, LLC1,650$250.4K0.12%+200+13.8%Added
Worth Venture Partners, LLC1,650$250.5K1.96%00.0%Unchanged
Dearborn Partners LLC1,658$251.7K0.01%+50+3.1%Added
Tiaa Trust, National Association1,661$252.1K0.00%−252−13.2%Reduced
Barry Investment Advisors, LLC1,671$253.6K0.09%+37+2.3%Added
M&G Plc1,671$254.0K0.00%−28,161−94.4%Reduced
Insigneo Advisory Services, LLC1,719$254.4K0.03%−2,783−61.8%Reduced
Burney Co1,681$255.2K0.01%+336+25.0%Added
Regions Financial Corp1,683$255.5K0.00%−720−30.0%Reduced
William Allan, LLC1,685$256.0K0.17%+175+11.6%Added
BNP Paribas1,688$256.2K0.01%00.0%Unchanged
Leo Wealth, LLC1,707$257.7K0.03%−113−6.2%Reduced
Beck Mack & Oliver LLC1,700$258.1K0.01%+1,700New
Quotient Wealth Partners, LLC1,709$259.4K0.01%+168+10.9%Added
Lindbrook Capital, LLC1,726$262.0K0.02%+44+2.6%Added