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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 2,673 | $405.9K | 0.01% | −8,875−76.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,677 | $406.4K | 0.15% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,683 | $407.0K | 0.04% | +4+0.1% | Added |
| Capula Management Ltd | 2,686 | $407.7K | 0.00% | +104+4.0% | Added |
| Newbridge Financial Services Group, Inc. | 2,692 | $408.6K | 0.15% | −910−25.3% | Reduced |
| Edmp, Inc. | 2,696 | $409.3K | 0.37% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 2,700 | $409.9K | 0.09% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 2,698 | $410.0K | 0.23% | +4+0.1% | Added |
| Autumn Glory Partners, LLC | 2,710 | $411.4K | 0.21% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 2,712 | $411.7K | 0.02% | −16,614−86.0% | Reduced |
| Conning Inc. | 2,729 | $414.3K | 0.01% | +61+2.3% | Added |
| Dark Forest Capital Management LP | 2,730 | $414.4K | 0.08% | +2,730 | New |
| Washington Trust Bank | 2,773 | $420.9K | 0.04% | 00.0% | Unchanged |
| Strategic Advocates LLC | 2,797 | $424.5K | 0.17% | −262−8.6% | Reduced |
| Diversify Wealth Management, LLC | 2,874 | $425.4K | 0.05% | +2,874 | New |
| Algert Global LLC | 2,805 | $425.8K | 0.01% | +772+38.0% | Added |
| Mogy Joel R Investment Counsel Inc | 2,825 | $428.8K | 0.03% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 2,830 | $429.6K | 0.07% | +100+3.7% | Added |
| Market Street Wealth Management Advisors LLC | 2,842 | $431.4K | 0.07% | +2+0.1% | Added |
| Coco Enterprises, LLC | 2,872 | $431.6K | 0.29% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 2,849 | $432.5K | 0.11% | +507+21.6% | Added |
| Opinicus Capital, Inc. | 2,849 | $432.5K | 0.36% | −136−4.6% | Reduced |
| ORG Partners LLC | 2,973 | $435.9K | 0.05% | +2,973 | New |
| Lantern Wealth Advisors, LLC | 2,875 | $436.4K | 0.32% | −548−16.0% | Reduced |
| Hamilton Capital Partners Inc. | 2,893 | $439.2K | 0.05% | +2,893 | New |
| Sage Investment Advisers LLC | 2,903 | $440.7K | 0.50% | +7+0.2% | Added |
| Intrua Financial, LLC | 2,924 | $443.9K | 0.07% | −2,476−45.9% | Reduced |
| Balyasny Asset Management LLC | 2,928 | $444.5K | 0.00% | +2,928 | New |
| Prime Capital Investment Advisors, LLC | 2,928 | $444.5K | 0.01% | −127−4.2% | Reduced |
| Mutual Advisors, LLC | 2,916 | $445.7K | 0.01% | −4−0.1% | Reduced |
| Jackson Square Capital, LLC | 2,952 | $448.1K | 0.11% | −322−9.8% | Reduced |
| First National Bank Sioux Falls | 2,965 | $450.1K | 0.23% | 00.0% | Unchanged |
| Elequin Capital LP | 2,967 | $450.4K | 0.12% | +2,967 | New |
| Proficio Capital Partners LLC | 2,969 | $450.7K | 0.05% | −175−5.6% | Reduced |
| IFP Advisors, Inc | 2,970 | $450.7K | 0.02% | +270+10.0% | Added |
| Lazari Capital Management, Inc. | 2,976 | $451.7K | 0.20% | −177−5.6% | Reduced |
| Optimum Investment Advisors | 2,979 | $452.2K | 0.20% | −500−14.4% | Reduced |
| Pinnacle Associates Ltd | 2,984 | $453.0K | 0.01% | +626+26.5% | Added |
| Johnson Investment Counsel Inc | 2,990 | $453.8K | 0.00% | +20+0.7% | Added |
| Roble, Belko & Company, Inc | 3,000 | $455.0K | 0.08% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 3,000 | $455.4K | 0.31% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,000 | $455.4K | 0.12% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 3,007 | $456.0K | 0.33% | 00.0% | Unchanged |
| Stevens Capital Management LP | 3,006 | $456.0K | 0.15% | +266+9.7% | Added |
| Pensionmark Financial Group, LLC | 3,013 | $457.4K | 0.03% | +3,013 | New |
| Graypoint LLC | 3,014 | $457.6K | 0.03% | +202+7.2% | Added |
| Principal Securities, Inc. | 3,050 | $463.1K | 0.01% | +367+13.7% | Added |
| Trust Co | 3,064 | $465.1K | 0.06% | +611+24.9% | Added |
| United Advisor Group, LLC | 3,070 | $466.0K | 0.14% | +967+46.0% | Added |
| Ostrum Asset Management | 3,073 | $466.5K | 0.04% | −239−7.2% | Reduced |
| Washington Trust Co | 3,079 | $467.4K | 0.02% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 3,088 | $468.8K | 0.33% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 3,100 | $470.6K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,103 | $471.0K | 0.01% | −2,438−44.0% | Reduced |
| Strategic Advisors LLC | 3,112 | $472.4K | 0.09% | −3,756−54.7% | Reduced |
| Krane Funds Advisors LLC | 3,120 | $473.6K | 0.02% | −120−3.7% | Reduced |
| Larson Financial Group LLC | 3,122 | $474.0K | 0.03% | +499+19.0% | Added |
| Mather Group, LLC. | 3,032 | $474.5K | 0.01% | −47−1.5% | Reduced |
| Foster & Motley Inc | 3,128 | $475.0K | 0.03% | −595−16.0% | Reduced |
| Quadrant Capital Group LLC | 3,139 | $476.5K | 0.04% | −37−1.2% | Reduced |
| Wintrust Investments LLC | 3,159 | $480.0K | 0.04% | −70−2.2% | Reduced |
| Oak Thistle LLC | 3,190 | $484.2K | 0.36% | +3,190 | New |
| American Investment Services, Inc. | 3,203 | $486.2K | 0.09% | −527−14.1% | Reduced |
| White Pine Capital LLC | 3,204 | $486.4K | 0.18% | +833+35.1% | Added |
| Independent Financial Group, LLC | 3,215 | $488.1K | 0.02% | −996−23.7% | Reduced |
| Reuter James Wealth Management, LLC | 3,225 | $489.6K | 0.36% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $500.9K | 0.15% | 00.0% | Unchanged |
| Change Path, LLC | 3,314 | $503.0K | 0.03% | +344+11.6% | Added |
| Stephens Inc | 3,326 | $504.8K | 0.01% | −113−3.3% | Reduced |
| PFG Investments, LLC | 3,347 | $508.1K | 0.04% | +115+3.6% | Added |
| Savant Capital, LLC | 3,353 | $509.1K | 0.01% | −399−10.6% | Reduced |
| Schulhoff & Co Inc | 3,366 | $511.0K | 0.23% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 3,299 | $511.0K | 0.03% | +44+1.4% | Added |
| Ameritas Investment Partners, Inc. | 3,430 | $520.7K | 0.02% | −95−2.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,434 | $521.3K | 0.04% | +3,434 | New |
| Ofi Invest Asset Management | 3,681 | $521.4K | 0.01% | +8+0.2% | Added |
| Sherbrooke Park Advisers LLC | 3,435 | $521.4K | 0.09% | +3,435 | New |
| Cigna Investments Inc | 3,438 | $522.0K | 0.10% | −31−0.9% | Reduced |
| Colony Group, LLC | 3,438 | $522.0K | 0.00% | +3,438 | New |
| Gables Capital Management Inc. | 3,440 | $522.2K | 0.27% | −75−2.1% | Reduced |
| Joel Isaacson & Co., LLC | 3,456 | $524.6K | 0.03% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 3,480 | $528.3K | 0.10% | −143−3.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,494 | $530.4K | 0.04% | +280+8.7% | Added |
| Element Wealth, LLC | 3,523 | $534.8K | 0.30% | −326−8.5% | Reduced |
| Rothschild Investment LLC | 3,524 | $535.0K | 0.04% | +217+6.6% | Added |
| TD Waterhouse Canada Inc. | 3,649 | $535.5K | 0.00% | −15,617−81.1% | Reduced |
| Siemens Fonds Invest GmbH | 3,550 | $538.9K | 0.04% | +127+3.7% | Added |
| Tobias Financial Advisors, Inc. | 3,563 | $540.9K | 0.12% | +88+2.5% | Added |
| First Dallas Securities Inc. | 3,600 | $546.5K | 0.24% | +200+5.9% | Added |
| Ghe, LLC | 3,633 | $551.0K | 0.22% | −19−0.5% | Reduced |
| SkyView Investment Advisors, LLC | 3,645 | $553.0K | 0.10% | +392+12.1% | Added |
| Congress Wealth Management LLC | 3,674 | $557.8K | 0.01% | +32+0.9% | Added |
| Sunbelt Securities, Inc. | 3,678 | $558.3K | 0.06% | +500+15.7% | Added |
| Ninety One SA (PTY) Ltd | 3,720 | $559.7K | 0.09% | −429−10.3% | Reduced |
| Walleye Capital LLC | 3,706 | $562.6K | 0.01% | +863+30.4% | Added |
| JDM Financial Group LLC | 3,713 | $563.7K | 0.38% | +18+0.5% | Added |
| Tritonpoint Wealth, LLC | 3,724 | $565.2K | 0.05% | +126+3.5% | Added |
| RS Crum Inc. | 3,724 | $565.3K | 0.15% | +15+0.4% | Added |
| Summit Trail Advisors, LLC | 3,724 | $565.4K | 0.01% | +60+1.6% | Added |
| We Are One Seven, LLC | 3,798 | $576.6K | 0.03% | +874+29.9% | Added |