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 |
|---|---|---|---|---|---|
| Bokf, NA | 3,805 | $577.6K | 0.01% | +3,596+1,720.6% | Added |
| GAMMA Investing LLC | 3,812 | $578.7K | 0.08% | +891+30.5% | Added |
| Beacon Investment Advisors LLC | 3,814 | $578.9K | 0.30% | +44+1.2% | Added |
| Schechter Investment Advisors, LLC | 3,899 | $591.8K | 0.04% | +348+9.8% | Added |
| Sage Mountain Advisors LLC | 3,926 | $595.9K | 0.06% | +2,234+132.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,934 | $597.0K | 0.01% | +206+5.5% | Added |
| Alpha Cubed Investments, LLC | 3,945 | $598.8K | 0.03% | +700+21.6% | Added |
| Geller Advisors LLC | 3,946 | $599.0K | 0.04% | −6−0.2% | Reduced |
| Infrastructure Capital Advisors, LLC | 3,953 | $600.1K | 0.08% | −47−1.2% | Reduced |
| Trust Co of Vermont | 3,966 | $602.0K | 0.03% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 4,053 | $615.3K | 0.08% | −73−1.8% | Reduced |
| IHT Wealth Management, LLC | 4,066 | $617.3K | 0.02% | +70+1.8% | Added |
| Boston Private Wealth LLC | 4,069 | $617.7K | 0.02% | −1,995−32.9% | Reduced |
| Nabity-Jensen Investment Management Inc | 4,073 | $618.3K | 0.51% | −68−1.6% | Reduced |
| Belpointe Asset Management LLC | 4,076 | $618.7K | 0.04% | −80−1.9% | Reduced |
| Oak Grove Capital LLC | 4,100 | $622.4K | 0.16% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 4,102 | $622.7K | 0.00% | −51,790−92.7% | Reduced |
| Alta Wealth Advisors LLC | 4,106 | $623.3K | 0.31% | −20−0.5% | Reduced |
| PEAK6 Investments LLC | 4,193 | $636.5K | 0.03% | +4,193 | New |
| Abn Amro Investment Solutions | 4,361 | $662.0K | 0.01% | +2,912+201.0% | Added |
| CIBC Private Wealth Group, LLC | 4,517 | $663.4K | 0.00% | −692−13.3% | Reduced |
| NorthRock Partners, LLC | 4,476 | $679.5K | 0.03% | +331+8.0% | Added |
| Kestra Private Wealth Services, LLC | 4,483 | $680.5K | 0.01% | −86−1.9% | Reduced |
| First Hawaiian Bank | 4,502 | $683.4K | 0.02% | −107−2.3% | Reduced |
| CFM Wealth Partners LLC | 4,503 | $683.5K | 0.13% | +700+18.4% | Added |
| Pekin Hardy Strauss, Inc. | 4,515 | $685.4K | 0.09% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 4,536 | $688.6K | 0.30% | 00.0% | Unchanged |
| Heritage Trust Co | 4,582 | $695.5K | 0.09% | −16−0.3% | Reduced |
| Sumitomo Life Insurance Co | 4,597 | $697.8K | 0.02% | −489−9.6% | Reduced |
| HB Wealth Management, LLC | 4,620 | $701.4K | 0.01% | +611+15.2% | Added |
| Ballentine Partners, LLC | 4,627 | $702.4K | 0.01% | +389+9.2% | Added |
| Scotia Capital Inc. | 4,660 | $707.4K | 0.00% | −7,797−62.6% | Reduced |
| Nomura Holdings Inc | 4,718 | $716.2K | 0.00% | +2,116+81.3% | Added |
| Veridan Wealth LLC | 4,459 | $716.8K | 0.29% | +4,459 | New |
| International Assets Investment Management, LLC | 4,729 | $717.9K | 0.07% | −271−5.4% | Reduced |
| Monetary Management Group Inc | 4,775 | $724.8K | 0.19% | −16−0.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,775 | $724.9K | 0.16% | +30+0.6% | Added |
| Horizon Investments, LLC | 4,788 | $726.8K | 0.02% | +6+0.1% | Added |
| Invst, LLC | 4,965 | $727.4K | 0.08% | −340−6.4% | Reduced |
| Parallel Advisors, LLC | 4,810 | $730.1K | 0.02% | +163+3.5% | Added |
| Highline Wealth Partners LLC | 4,860 | $737.7K | 0.28% | +19+0.4% | Added |
| Vestmark Advisory Solutions, Inc. | 4,873 | $739.7K | 0.03% | −152−3.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,878 | $740.5K | 0.08% | −49−1.0% | Reduced |
| Impact Partnership Wealth, LLC | 4,883 | $741.3K | 0.19% | +4,504+1,188.4% | Added |
| Emergent Wealth Advisors, LLC | 4,821 | $747.1K | 0.60% | +344+7.7% | Added |
| ClearAlpha Technologies LP | 4,936 | $749.3K | 0.30% | +4,936 | New |
| Atomi Financial Group, Inc. | 4,977 | $755.5K | 0.06% | +781+18.6% | Added |
| Signaturefd, LLC | 4,985 | $756.7K | 0.02% | −117−2.3% | Reduced |
| American Assets Inc | 5,000 | $759.0K | 0.28% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 5,026 | $762.9K | 0.14% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,063 | $768.6K | 0.00% | +4,445+719.3% | Added |
| CAPROCK Group, Inc. | 5,090 | $772.8K | 0.03% | +1,391+37.6% | Added |
| TBH Global Asset Management, LLC | 5,099 | $774.0K | 0.17% | +6+0.1% | Added |
| Martingale Asset Management L P | 5,158 | $783.0K | 0.02% | +3,563+223.4% | Added |
| Profund Advisors LLC | 5,169 | $784.7K | 0.03% | +137+2.7% | Added |
| Applied Finance Capital Management, LLC | 5,172 | $785.1K | 0.04% | +5,172 | New |
| MBL Wealth, LLC | 5,193 | $788.3K | 0.09% | −2,033−28.1% | Reduced |
| Monument Capital Management | 5,218 | $792.1K | 0.23% | +148+2.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $799.8K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 5,375 | $815.9K | 0.03% | +4,572+569.4% | Added |
| Catalytic Wealth RIA, LLC | 5,380 | $816.7K | 0.16% | +3,428+175.6% | Added |
| Custom Index Systems, LLC | 5,421 | $822.9K | 0.47% | +5,421 | New |
| Genesee Capital Advisors, LLC | 5,459 | $828.6K | 0.41% | +5,459 | New |
| MidWestOne Financial Group, Inc. | 5,544 | $841.6K | 0.15% | −2,943−34.7% | Reduced |
| Checchi Capital Advisers, LLC | 5,631 | $854.8K | 0.07% | −104−1.8% | Reduced |
| Wellington Shields & Co., LLC | 5,700 | $865.3K | 0.28% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,713 | $867.2K | 0.09% | +12+0.2% | Added |
| Aspiriant, LLC | 5,748 | $872.7K | 0.04% | −1,533−21.1% | Reduced |
| Adams Asset Advisors, LLC | 5,789 | $878.8K | 0.11% | 00.0% | Unchanged |
| Versor Investments LP | 5,790 | $878.9K | 0.16% | −2,837−32.9% | Reduced |
| Coldstream Capital Management Inc | 5,793 | $879.4K | 0.02% | +368+6.8% | Added |
| Regal Investment Advisors LLC | 5,846 | $887.4K | 0.06% | −95−1.6% | Reduced |
| Ellevest, Inc. | 5,939 | $901.5K | 0.05% | +378+6.8% | Added |
| Prudential PLC | 6,023 | $914.3K | 0.01% | +390+6.9% | Added |
| Wedmont Private Capital | 6,150 | $919.3K | 0.06% | +315+5.4% | Added |
| Keybank National Association | 6,081 | $923.1K | 0.00% | +177+3.0% | Added |
| Verition Fund Management LLC | 6,086 | $923.9K | 0.01% | −683−10.1% | Reduced |
| Apollon Wealth Management, LLC | 6,102 | $926.3K | 0.03% | −1,135−15.7% | Reduced |
| Simplicity Wealth,LLC | 6,104 | $926.5K | 0.02% | +107+1.8% | Added |
| Bleakley Financial Group, LLC | 6,107 | $927.0K | 0.03% | +74+1.2% | Added |
| MSH Capital Advisors LLC | 6,114 | $928.1K | 0.31% | +180+3.0% | Added |
| Syon Capital LLC | 6,132 | $930.8K | 0.09% | +86+1.4% | Added |
| Harbor Capital Advisors, Inc. | 6,161 | $935.0K | 0.07% | +14+0.2% | Added |
| Marino, Stram & Associates LLC | 6,170 | $936.5K | 0.23% | −125−2.0% | Reduced |
| Solidarilty Wealth, LLC | 6,170 | $936.6K | 0.28% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 6,209 | $942.5K | 0.01% | +2,119+51.8% | Added |
| Future Financial Wealth Managment LLC | 6,216 | $943.6K | 0.83% | −506−7.5% | Reduced |
| Harvest Fund Management Co., Ltd | 6,278 | $953.0K | 0.07% | +3,108+98.0% | Added |
| AlphaStar Capital Management, LLC | 6,306 | $957.3K | 0.09% | +641+11.3% | Added |
| Resources Investment Advisors, LLC. | 6,319 | $959.2K | 0.01% | +2,226+54.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,348 | $963.6K | 0.05% | +1,893+42.5% | Added |
| Sigma Planning Corp | 6,380 | $968.5K | 0.03% | −405−6.0% | Reduced |
| Banque Cantonale Vaudoise | 6,439 | $977.0K | 0.04% | +6,439 | New |
| Brown Advisory Inc | 6,464 | $981.3K | 0.00% | +423+7.0% | Added |
| Retirement Planning Co of New England, Inc. | 6,477 | $983.3K | 0.54% | −99−1.5% | Reduced |
| MAI Capital Management | 6,645 | $1.01M | 0.01% | +380+6.1% | Added |
| Knollwood Investment Advisory, LLC | 6,650 | $1.01M | 0.11% | +6,650 | New |
| New England Research & Management, Inc. | 6,780 | $1.03M | 0.49% | −100−1.5% | Reduced |
| Greenland Capital Management LP | 6,830 | $1.04M | 0.22% | −2,506−26.8% | Reduced |
| Carmel Capital Partners, LLC | 6,843 | $1.04M | 0.44% | −54−0.8% | Reduced |