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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 1,730 | $262.6K | 0.02% | −41−2.3% | Reduced |
| Synovus Financial Corp | 1,730 | $262.8K | 0.00% | +35+2.1% | Added |
| VELA Investment Management, LLC | 1,734 | $263.2K | 0.09% | −2,500−59.0% | Reduced |
| Alps Advisors Inc | 1,734 | $263.2K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,739 | $264.0K | 0.12% | −6−0.3% | Reduced |
| Cabot Wealth Management Inc | 1,745 | $264.9K | 0.03% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 1,754 | $266.3K | 0.03% | −316−15.3% | Reduced |
| Simmons Bank | 1,757 | $266.7K | 0.02% | −83−4.5% | Reduced |
| Kathmere Capital Management, LLC | 1,765 | $267.9K | 0.03% | +356+25.3% | Added |
| Laffer Tengler Investments | 1,766 | $268.1K | 0.06% | +751+74.0% | Added |
| Whalerock Point Partners, LLC | 1,776 | $269.6K | 0.07% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,784 | $270.8K | 0.06% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 1,800 | $273.2K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,802 | $273.5K | 0.03% | +1,802 | New |
| American State Bank (Iowa) | 1,804 | $273.7K | 0.18% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 1,806 | $274.2K | 0.10% | +1,806 | New |
| Cornerstone Wealth Management, LLC | 1,811 | $275.0K | 0.02% | +139+8.3% | Added |
| Cornerstone Advisory, LLC | 1,828 | $277.5K | 0.04% | +20+1.1% | Added |
| Farther Finance Advisors, LLC | 1,898 | $278.1K | 0.01% | +234+14.1% | Added |
| Regent Peak Wealth Advisors LLC | 1,840 | $279.3K | 0.07% | −1−0.1% | Reduced |
| Augustine Asset Management Inc | 1,859 | $282.2K | 0.11% | +68+3.8% | Added |
| IFG Advisory, LLC | 1,875 | $284.6K | 0.02% | +1,875 | New |
| Fukoku Mutual Life Insurance Co | 1,889 | $286.8K | 0.02% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 1,891 | $287.0K | 0.23% | +429+29.3% | Added |
| Buckingham Strategic Wealth, LLC | 1,891 | $287.1K | 0.00% | −241−11.3% | Reduced |
| Stock Yards Bank & Trust Co | 1,902 | $288.7K | 0.01% | −98−4.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,882 | $288.8K | 0.02% | +17+0.9% | Added |
| Platform Technology Partners | 1,920 | $291.5K | 0.10% | +1,920 | New |
| Shelton Capital Management | 1,930 | $293.0K | 0.01% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,940 | $294.6K | 0.14% | +24+1.3% | Added |
| Norden Group LLC | 1,947 | $295.6K | 0.06% | −451−18.8% | Reduced |
| Ascent Group, LLC | 1,948 | $295.7K | 0.02% | +199+11.4% | Added |
| Merit Financial Group, LLC | 1,955 | $296.8K | 0.01% | −437−18.3% | Reduced |
| SageView Advisory Group, LLC | 1,962 | $297.9K | 0.01% | +1,962 | New |
| Prudent Man Advisors, LLC | 1,966 | $298.4K | 0.11% | +105+5.6% | Added |
| 1620 Investment Advisors, Inc. | 1,966 | $298.4K | 0.23% | +1,966 | New |
| First National Bank of Omaha | 2,000 | $303.6K | 0.02% | +2,000 | New |
| Atlas Private Wealth Advisors | 2,000 | $303.6K | 0.05% | +2,000 | New |
| ZRC Wealth Management, LLC | 2,019 | $306.5K | 0.15% | 00.0% | Unchanged |
| Manchester Financial Inc | 2,021 | $306.8K | 0.08% | −45−2.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,043 | $310.1K | 0.13% | −4,428−68.4% | Reduced |
| Lakeview Capital Partners, LLC | 1,985 | $310.6K | 0.05% | 00.0% | Unchanged |
| Rockland Trust Co | 2,050 | $311.2K | 0.02% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 2,060 | $312.7K | 0.03% | −97−4.5% | Reduced |
| Good Life Advisors, LLC | 2,069 | $314.1K | 0.03% | −311−13.1% | Reduced |
| Evergreen Capital Management LLC | 2,074 | $314.9K | 0.01% | +181+9.6% | Added |
| Cetera Trust Company, N.A | 2,075 | $315.0K | 0.20% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,118 | $321.5K | 0.03% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 2,125 | $322.6K | 0.07% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 2,133 | $323.8K | 0.03% | +601+39.2% | Added |
| Mesirow Financial Investment Management, Inc. | 2,138 | $325.1K | 0.01% | −3−0.1% | Reduced |
| Private Trust Co NA | 2,148 | $326.1K | 0.04% | +1,885+716.7% | Added |
| LJI Wealth Management, LLC | 2,151 | $326.5K | 0.07% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,132 | $327.2K | 0.14% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,157 | $327.4K | 0.01% | +2,157 | New |
| Gateway Investment Advisers LLC | 2,162 | $328.2K | 0.00% | −127−5.5% | Reduced |
| Umb Bank N A | 2,171 | $329.6K | 0.01% | −22−1.0% | Reduced |
| Affinity Wealth Management LLC | 2,171 | $329.6K | 0.06% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 2,176 | $330.4K | 0.02% | −19−0.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,178 | $330.6K | 0.11% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 2,195 | $333.2K | 0.05% | 00.0% | Unchanged |
| Novare Capital Management LLC | 2,200 | $334.0K | 0.03% | −445−16.8% | Reduced |
| Clear Street Markets LLC | 2,200 | $334.0K | 0.13% | +2,100+2,100.0% | Added |
| Fidelis Capital Partners, LLC | 2,209 | $337.8K | 0.05% | +495+28.9% | Added |
| Steele Capital Management, Inc. | 2,230 | $338.6K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,252 | $341.9K | 0.04% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 2,259 | $342.9K | 0.03% | 00.0% | Unchanged |
| Intrust Bank NA | 2,260 | $343.1K | 0.04% | −81−3.5% | Reduced |
| Oxford Financial Group Ltd | 2,285 | $346.8K | 0.02% | +76+3.4% | Added |
| Manchester Capital Management LLC | 2,285 | $346.9K | 0.04% | +34+1.5% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 2,378 | $348.5K | 0.19% | −167−6.6% | Reduced |
| Great Lakes Advisors, LLC | 2,320 | $352.2K | 0.00% | −20−0.9% | Reduced |
| Nilsine Partners, LLC | 2,326 | $353.1K | 0.05% | +58+2.6% | Added |
| Eqis Capital Management, Inc. | 2,327 | $353.2K | 0.03% | −674−22.5% | Reduced |
| Harvest Portfolios Group Inc. | 2,335 | $354.5K | 0.01% | −53−2.2% | Reduced |
| Silverleafe Capital Partners, LLC | 2,400 | $364.3K | 0.13% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 2,400 | $364.3K | 0.00% | +2,400 | New |
| Hilltop Holdings Inc. | 2,402 | $364.6K | 0.04% | +2,402 | New |
| Brown, Lisle/Cummings, Inc. | 2,405 | $365.1K | 0.12% | −310−11.4% | Reduced |
| Financial Counselors Inc | 2,431 | $369.0K | 0.01% | +2,431 | New |
| Bard Financial Services, Inc. | 2,460 | $373.4K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,461 | $373.5K | 0.07% | +104+4.4% | Added |
| Embree Financial Group | 2,485 | $377.2K | 0.07% | −629−20.2% | Reduced |
| Vicus Capital | 2,486 | $377.4K | 0.03% | +425+20.6% | Added |
| Schnieders Capital Management LLC | 2,498 | $379.2K | 0.08% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,500 | $379.5K | 0.02% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 2,500 | $379.5K | 0.12% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 2,504 | $380.1K | 0.06% | −436−14.8% | Reduced |
| Capital Investment Advisors, LLC | 2,512 | $381.3K | 0.01% | −54−2.1% | Reduced |
| Welch Group, LLC | 2,515 | $381.7K | 0.02% | +2+0.1% | Added |
| Camelot Portfolios, LLC | 2,515 | $381.8K | 0.22% | +830+49.3% | Added |
| Stratos Wealth Advisors, LLC | 2,524 | $383.2K | 0.02% | +17+0.7% | Added |
| Morningstar Investment Management LLC | 2,541 | $386.0K | 0.04% | −812−24.2% | Reduced |
| Octavia Wealth Advisors, LLC | 2,555 | $387.9K | 0.05% | −2−0.1% | Reduced |
| Kaizen Financial Strategies | 2,507 | $388.1K | 0.24% | +55+2.2% | Added |
| Avestar Capital, LLC | 2,577 | $391.2K | 0.04% | +395+18.1% | Added |
| Rossmore Private Capital | 2,600 | $394.7K | 0.05% | −1,100−29.7% | Reduced |
| Summit Financial, LLC | 2,636 | $400.2K | 0.02% | +2,636 | New |
| Bradley Foster & Sargent Inc | 2,638 | $400.4K | 0.01% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 2,666 | $404.7K | 0.00% | −7,168−72.9% | Reduced |