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 |
|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | 12,851 | $1.95M | 0.17% | +83+0.7% | Added |
| Lido Advisors, LLC | 12,864 | $1.95M | 0.02% | +2,154+20.1% | Added |
| Equitable Holdings, Inc. | 12,922 | $1.96M | 0.02% | +718+5.9% | Added |
| Carret Asset Management, LLC | 12,953 | $1.97M | 0.23% | 00.0% | Unchanged |
| Tower Bridge Advisors | 13,025 | $1.98M | 0.22% | +225+1.8% | Added |
| TCG Advisory Services, LLC | 13,193 | $2.00M | 0.10% | +593+4.7% | Added |
| Cunning Capital Partners, LP | 13,265 | $2.01M | 1.15% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 13,394 | $2.03M | 0.07% | −425−3.1% | Reduced |
| GWM Advisors LLC | 13,400 | $2.03M | 0.01% | +1,654+14.1% | Added |
| CCM Investment Advisers LLC | 13,440 | $2.04M | 0.24% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 13,483 | $2.05M | 0.03% | −1,172−8.0% | Reduced |
| Black Swift Group, LLC | 13,525 | $2.05M | 0.47% | −4,305−24.1% | Reduced |
| Clough Capital Partners L P | 13,600 | $2.06M | 0.23% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 13,600 | $2.06M | 0.05% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 13,662 | $2.07M | 0.01% | +8,231+151.6% | Added |
| Rakuten Investment Management, Inc. | 13,877 | $2.08M | 0.01% | +5,110+58.3% | Added |
| AIA Group Ltd | 13,706 | $2.08M | 0.06% | +837+6.5% | Added |
| Diligent Investors, LLC | 13,740 | $2.09M | 0.52% | +68+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 13,741 | $2.09M | 0.02% | −34−0.2% | Reduced |
| Natixis | 13,790 | $2.09M | 0.01% | −19,575−58.7% | Reduced |
| Edgestream Partners, L.P. | 13,899 | $2.11M | 0.10% | −222−1.6% | Reduced |
| Park Avenue Securities LLC | 13,922 | $2.11M | 0.03% | −264−1.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 14,023 | $2.13M | 0.60% | +2,083+17.4% | Added |
| Cascade Investment Group, Inc. | 14,071 | $2.14M | 1.67% | −200−1.4% | Reduced |
| Perpetual Ltd | 14,160 | $2.15M | 0.02% | −2,260−13.8% | Reduced |
| Plato Investment Management Ltd | 14,188 | $2.15M | 0.20% | +708+5.3% | Added |
| Ieq Capital, LLC | 14,366 | $2.18M | 0.03% | +1,484+11.5% | Added |
| Venture Visionary Partners LLC | 14,531 | $2.21M | 0.10% | +344+2.4% | Added |
| Chilton Capital Management LLC | 15,186 | $2.31M | 0.10% | −1,697−10.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 15,334 | $2.33M | 0.04% | −9,197−37.5% | Reduced |
| United Capital Financial Advisers, LLC | 15,846 | $2.41M | 0.02% | −7,873−33.2% | Reduced |
| Financial Management Network Inc | 16,473 | $2.41M | 0.58% | −1,097−6.2% | Reduced |
| New Mexico Educational Retirement Board | 16,395 | $2.49M | 0.09% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 16,487 | $2.50M | 0.05% | +377+2.3% | Added |
| Adell Harriman & Carpenter Inc | 16,640 | $2.53M | 0.20% | −1,953−10.5% | Reduced |
| Redmond Asset Management, LLC | 16,669 | $2.53M | 0.83% | +864+5.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 16,766 | $2.55M | 0.24% | −528−3.1% | Reduced |
| Gsa Capital Partners LLP | 17,378 | $2.64M | 0.18% | +17,378 | New |
| Glenmede Trust Co NA | 17,402 | $2.64M | 0.01% | +569+3.4% | Added |
| Spirit of America Management Corp | 17,500 | $2.66M | 0.54% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 17,663 | $2.68M | 0.00% | −107,000−85.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 17,792 | $2.70M | 0.07% | +7,000+64.9% | Added |
| Atria Wealth Solutions, Inc. | 17,946 | $2.72M | 0.03% | +33+0.2% | Added |
| Blair William & Co | 18,326 | $2.78M | 0.01% | +1,417+8.4% | Added |
| Group One Trading, L.P. | 18,396 | $2.79M | 0.09% | −9,311−33.6% | Reduced |
| Louisiana State Employees Retirement System | 18,400 | $2.79M | 0.05% | −600−3.2% | Reduced |
| Oppenheimer Asset Management Inc. | 18,429 | $2.80M | 0.04% | −1,233−6.3% | Reduced |
| Securian Asset Management, Inc | 18,741 | $2.84M | 0.08% | −451−2.3% | Reduced |
| Strategic Financial Concepts, LLC | 424,070 | $2.92M | 0.01% | +421,560+16,795.2% | Added |
| Lake Street Advisors Group, LLC | 19,373 | $2.94M | 0.14% | −221−1.1% | Reduced |
| Twin Tree Management, LP | 19,503 | $2.96M | 0.09% | −90,524−82.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 19,527 | $2.96M | 0.34% | −774−3.8% | Reduced |
| Omers Administration Corp | 19,615 | $2.98M | 0.03% | +19,615 | New |
| Peak Financial Advisors LLC | 19,633 | $2.98M | 1.71% | +19,633 | New |
| Summit Global Investments | 19,682 | $2.99M | 0.20% | +18,068+1,119.5% | Added |
| Strategic Global Advisors, LLC | 19,705 | $2.99M | 0.63% | +357+1.8% | Added |
| Lodestone Wealth Management LLC | 19,714 | $2.99M | 1.59% | −90−0.5% | Reduced |
| Brookstone Capital Management | 19,492 | $3.02M | 0.05% | +5,501+39.3% | Added |
| Integrated Advisors Network LLC | 20,658 | $3.14M | 0.16% | −25,519−55.3% | Reduced |
| Peapack Gladstone Financial Corp | 20,793 | $3.16M | 0.05% | −6,094−22.7% | Reduced |
| Hartford Investment Management Co | 20,900 | $3.17M | 0.11% | −189−0.9% | Reduced |
| Federated Hermes, Inc. | 21,012 | $3.19M | 0.01% | +3,465+19.7% | Added |
| Commerce Bank | 21,031 | $3.19M | 0.02% | −257−1.2% | Reduced |
| Kempen Capital Management N.V. | 21,128 | $3.21M | 0.04% | −39,096−64.9% | Reduced |
| Fortem Financial Group, LLC | 21,455 | $3.26M | 1.40% | −290−1.3% | Reduced |
| Yarbrough Capital, LLC | 21,500 | $3.26M | 0.14% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 21,725 | $3.30M | 0.40% | +1,904+9.6% | Added |
| Grassi Investment Management | 22,179 | $3.37M | 0.30% | −891−3.9% | Reduced |
| Kestra Advisory Services, LLC | 22,213 | $3.37M | 0.02% | −427−1.9% | Reduced |
| Cornerstone Wealth Group, LLC | 22,242 | $3.38M | 0.30% | +1,704+8.3% | Added |
| SAM Advisors, LLC | 22,377 | $3.40M | 1.23% | −216−1.0% | Reduced |
| GeoWealth Management, LLC | 22,559 | $3.42M | 0.15% | +5,802+34.6% | Added |
| MBB Public Markets I LLC | 22,584 | $3.43M | 0.07% | +20,431+949.0% | Added |
| Soltis Investment Advisors LLC | 22,672 | $3.44M | 0.36% | −306−1.3% | Reduced |
| Toroso Investments, LLC | 22,712 | $3.45M | 0.05% | +9,863+76.8% | Added |
| Truvestments Capital LLC | 22,737 | $3.45M | 1.38% | +578+2.6% | Added |
| Pacer Advisors, Inc. | 23,230 | $3.53M | 0.01% | +1,052+4.7% | Added |
| Captrust Financial Advisors | 23,233 | $3.53M | 0.01% | −213−0.9% | Reduced |
| Boothbay Fund Management, LLC | 23,530 | $3.57M | 0.12% | −5,105−17.8% | Reduced |
| Naviter Wealth, LLC | 23,740 | $3.60M | 0.54% | +699+3.0% | Added |
| Nicholas Investment Partners, LP | 23,907 | $3.63M | 0.38% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 24,112 | $3.66M | 2.00% | −183−0.8% | Reduced |
| TTP Investments, Inc. | 24,143 | $3.66M | 1.38% | +2,312+10.6% | Added |
| Kentucky Retirement Systems | 24,561 | $3.73M | 0.11% | −190−0.8% | Reduced |
| Advisory Services Network, LLC | 24,676 | $3.75M | 0.08% | +1,229+5.2% | Added |
| TownSquare Capital, LLC | 24,934 | $3.78M | 0.05% | +1,662+7.1% | Added |
| Great Valley Advisor Group, Inc. | 24,955 | $3.79M | 0.11% | −1,849−6.9% | Reduced |
| Mizuho Securities USA LLC | 25,119 | $3.81M | 0.08% | +25,119 | New |
| Maryland State Retirement & Pension System | 25,250 | $3.83M | 0.07% | 00.0% | Unchanged |
| Fiduciary Group LLC | 25,312 | $3.84M | 0.41% | −585−2.3% | Reduced |
| Intech Investment Management LLC | 25,904 | $3.93M | 0.05% | +15,442+147.6% | Added |
| Teachers Retirement System of the State of Kentucky | 25,955 | $3.94M | 0.04% | −692−2.6% | Reduced |
| Presima Inc. | 26,227 | $3.98M | 0.89% | +100+0.4% | Added |
| Norinchukin Bank, The | 26,429 | $4.01M | 0.11% | −324−1.2% | Reduced |
| Gulf International Bank (UK) Ltd | 26,926 | $4.09M | 0.10% | −100−0.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 26,948 | $4.09M | 0.01% | +2,016+8.1% | Added |
| Liberty Mutual Group Asset Management Inc. | 27,035 | $4.10M | 0.60% | +398+1.5% | Added |
| Atria Investments LLC | 27,323 | $4.15M | 0.05% | −328−1.2% | Reduced |
| Squarepoint Ops LLC | 27,634 | $4.19M | 0.02% | −178,820−86.6% | Reduced |
| Fifth Third Bancorp | 27,645 | $4.20M | 0.02% | +1,129+4.3% | Added |