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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 6,886 | $1.05M | 0.02% | +232+3.5% | Added |
| Red Cedar Investment Management, LLC | 6,947 | $1.05M | 0.14% | −11,717−62.8% | Reduced |
| Perigon Wealth Management, LLC | 6,999 | $1.06M | 0.03% | +832+13.5% | Added |
| Gifford Fong Associates | 7,000 | $1.06M | 0.28% | 00.0% | Unchanged |
| National Asset Management, Inc. | 7,021 | $1.07M | 0.03% | −3,959−36.1% | Reduced |
| Assenagon Asset Management S.A. | 7,043 | $1.07M | 0.00% | +330+4.9% | Added |
| Diversified Trust Co | 7,069 | $1.07M | 0.03% | −3,783−34.9% | Reduced |
| Jefferies Financial Group Inc. | 7,136 | $1.08M | 0.02% | +966+15.7% | Added |
| Wedbush Securities Inc | 7,149 | $1.08M | 0.04% | +116+1.6% | Added |
| Yelin Lapidot Holdings Management Ltd. | 7,150 | $1.09M | 0.19% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,169 | $1.09M | 0.05% | −33−0.5% | Reduced |
| Chesapeake Asset Management LLC | 7,200 | $1.09M | 1.05% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 7,260 | $1.10M | 0.41% | 00.0% | Unchanged |
| Western Financial Corp | 7,265 | $1.10M | 0.67% | +1,399+23.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 6,628 | $1.12M | 0.00% | +2,182+49.1% | Added |
| Illinois Municipal Retirement Fund | 7,454 | $1.13M | 0.02% | 00.0% | Unchanged |
| Gabelli Funds LLC | 7,500 | $1.14M | 0.01% | +1,500+25.0% | Added |
| Steel Peak Wealth Management LLC | 7,590 | $1.15M | 0.05% | +1,475+24.1% | Added |
| Groupama Asset Managment | 7,654 | $1.16M | 0.02% | −612−7.4% | Reduced |
| Kinneret Advisory, LLC | 7,695 | $1.17M | 0.11% | +313+4.2% | Added |
| Bedel Financial Consulting, Inc. | 7,706 | $1.17M | 0.17% | +20.0% | Added |
| Paradigm Asset Management Co LLC | 7,735 | $1.17M | 0.33% | +6,100+373.1% | Added |
| Pacific Global Investment Management CO | 7,775 | $1.18M | 0.22% | −28−0.4% | Reduced |
| Frank, Rimerman Advisors LLC | 7,783 | $1.18M | 0.08% | +7,783 | New |
| B. Metzler seel. Sohn & Co. AG | 7,794 | $1.18M | 0.01% | −5,304−40.5% | Reduced |
| Qtron Investments LLC | 7,798 | $1.18M | 0.17% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 7,929 | $1.20M | 0.03% | −27−0.3% | Reduced |
| AXS Investments LLC | 7,984 | $1.21M | 0.34% | −350−4.2% | Reduced |
| Snowden Capital Advisors LLC | 8,019 | $1.22M | 0.04% | −5,514−40.7% | Reduced |
| Palogic Value Management, L.P. | 8,035 | $1.22M | 0.52% | +173+2.2% | Added |
| Integrated Wealth Concepts LLC | 8,043 | $1.22M | 0.02% | −14−0.2% | Reduced |
| Portman Square Capital LLP | 8,047 | $1.22M | 0.41% | +4,448+123.6% | Added |
| Mark Asset Management LP | 8,095 | $1.23M | 0.16% | +72+0.9% | Added |
| Bramshill Investments, LLC | 8,162 | $1.24M | 0.13% | +869+11.9% | Added |
| Penserra Capital Management LLC | 8,233 | $1.25M | 0.02% | −27−0.3% | Reduced |
| Castle Rock Wealth Management, LLC | 8,566 | $1.26M | 0.31% | +588+7.4% | Added |
| Renaissance Group LLC | 8,394 | $1.27M | 0.05% | +4,273+103.7% | Added |
| Assetmark, Inc | 8,447 | $1.28M | 0.00% | +81+1.0% | Added |
| Jamison Private Wealth Management, Inc. | 8,453 | $1.28M | 0.21% | +699+9.0% | Added |
| Wolverine Trading, LLC | 8,468 | $1.29M | 0.02% | −4,124−32.8% | Reduced |
| Personal Cfo Solutions, LLC | 8,483 | $1.29M | 0.20% | +213+2.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 8,521 | $1.29M | 0.05% | +499+6.2% | Added |
| RSM US Wealth Management LLC | 8,926 | $1.32M | 0.02% | +7,405+486.9% | Added |
| Ritholtz Wealth Management | 8,723 | $1.32M | 0.04% | +780+9.8% | Added |
| Cullen Capital Management LLC | 8,737 | $1.33M | 0.02% | +873+11.1% | Added |
| Clarius Group, LLC | 8,743 | $1.33M | 0.09% | −110−1.2% | Reduced |
| Commerzbank Aktiengesellschaft | 8,788 | $1.33M | 0.04% | +1,699+24.0% | Added |
| Brinker Capital Investments, LLC | 8,947 | $1.36M | 0.01% | −391−4.2% | Reduced |
| Orion Portfolio Solutions, LLC | 8,947 | $1.36M | 0.01% | −391−4.2% | Reduced |
| One Capital Management, LLC | 8,997 | $1.37M | 0.05% | +7,419+470.2% | Added |
| CWM, LLC | 9,080 | $1.38M | 0.01% | +1,621+21.7% | Added |
| Centiva Capital, LP | 9,109 | $1.38M | 0.07% | +9,109 | New |
| Tokio Marine Asset Management Co Ltd | 9,158 | $1.39M | 0.07% | +395+4.5% | Added |
| Valeo Financial Advisors, LLC | 9,314 | $1.41M | 0.04% | −138−1.5% | Reduced |
| Donoghue Forlines LLC | 9,504 | $1.44M | 0.41% | +4,762+100.4% | Added |
| Pitcairn Co | 9,560 | $1.45M | 0.09% | +703+7.9% | Added |
| Entropy Technologies, LP | 9,617 | $1.46M | 0.16% | +4,943+105.8% | Added |
| Greenleaf Trust | 9,623 | $1.46M | 0.01% | +131+1.4% | Added |
| Miracle Mile Advisors, LLC | 9,631 | $1.46M | 0.04% | −30−0.3% | Reduced |
| BCGM Wealth Management, LLC | 9,832 | $1.49M | 0.52% | −154−1.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 9,890 | $1.50M | 0.23% | −3,210−24.5% | Reduced |
| Mystic Asset Management, Inc. | 9,920 | $1.51M | 0.61% | −112−1.1% | Reduced |
| Jeppson Wealth Management, LLC | 9,935 | $1.51M | 0.58% | −46−0.5% | Reduced |
| Stamos Capital Partners, L.P. | 10,080 | $1.53M | 0.32% | +360+3.7% | Added |
| NEOS Investment Management LLC | 10,128 | $1.54M | 0.06% | +2,988+41.8% | Added |
| Pine Valley Investments Ltd Liability Co | 10,175 | $1.54M | 0.11% | +1,700+20.1% | Added |
| Granger Management LLC | 10,204 | $1.55M | 0.26% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 10,274 | $1.56M | 0.03% | +507+5.2% | Added |
| Two Sigma Advisers, LP | 10,300 | $1.56M | 0.00% | +10,300 | New |
| Meeder Advisory Services, Inc. | 10,327 | $1.57M | 0.11% | +2,952+40.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,373 | $1.57M | 0.04% | +31+0.3% | Added |
| Slagle Financial, LLC | 10,478 | $1.59M | 0.82% | +1,093+11.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,513 | $1.60M | 0.11% | −242−2.3% | Reduced |
| Everence Capital Management Inc | 11,429 | $1.61M | 0.11% | +260+2.3% | Added |
| Swiss Life Asset Management Ltd | 10,584 | $1.61M | 0.02% | −335−3.1% | Reduced |
| Wellington Shields Capital Management, LLC | 10,675 | $1.62M | 0.29% | +230+2.2% | Added |
| Federation des caisses Desjardins du Quebec | 11,000 | $1.67M | 0.01% | +2,458+28.8% | Added |
| Premier Path Wealth Partners, LLC | 11,036 | $1.68M | 0.29% | +393+3.7% | Added |
| Prospera Financial Services Inc | 11,039 | $1.68M | 0.05% | +39+0.4% | Added |
| Tudor Investment Corp Et Al | 11,266 | $1.71M | 0.02% | +11,266 | New |
| Agf Management Ltd | 11,291 | $1.71M | 0.01% | −33,503−74.8% | Reduced |
| Lincluden Management Ltd | 11,379 | $1.73M | 0.21% | −4,933−30.2% | Reduced |
| Cascade Investment Advisors, Inc. | 11,403 | $1.73M | 1.17% | −325−2.8% | Reduced |
| Convergence Investment Partners, LLC | 11,404 | $1.73M | 0.51% | +1,522+15.4% | Added |
| Inspire Trust Co, N.A. | 11,500 | $1.75M | 0.58% | +3,880+50.9% | Added |
| First Citizens Bank & Trust Co | 11,624 | $1.76M | 0.03% | +1,368+13.3% | Added |
| Affinity Investment Advisors, LLC | 11,664 | $1.77M | 1.33% | −329−2.7% | Reduced |
| Signet Financial Management, LLC | 11,755 | $1.78M | 0.24% | +22+0.2% | Added |
| Lockheed Martin Investment Management Co | 11,780 | $1.79M | 0.10% | −7,099−37.6% | Reduced |
| Investors Research Corp | 11,787 | $1.79M | 0.42% | 00.0% | Unchanged |
| Howland Capital Management LLC | 11,811 | $1.79M | 0.09% | −150−1.3% | Reduced |
| Erste Asset Management GmbH | 12,000 | $1.80M | 0.02% | −1,700−12.4% | Reduced |
| Brevan Howard Capital Management LP | 11,876 | $1.80M | 0.12% | +10,017+538.8% | Added |
| Veriti Management LLC | 11,915 | $1.81M | 0.11% | +1,378+13.1% | Added |
| KG&L Capital Management,LLC | 12,281 | $1.82M | 0.63% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 12,000 | $1.82M | 0.09% | +8,724+266.3% | Added |
| Arbor Capital Management Inc | 12,683 | $1.86M | 1.73% | −897−6.6% | Reduced |
| Del-Sette Capital Management, LLC | 12,365 | $1.88M | 1.54% | −14,138−53.3% | Reduced |
| Vinva Investment Management Ltd | 12,651 | $1.90M | 0.10% | +145+1.2% | Added |
| Ossiam | 12,795 | $1.94M | 0.04% | +2,414+23.3% | Added |