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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 27,955 | $4.24M | 0.08% | +100+0.4% | Added |
| Vanderbilt University | 28,542 | $4.33M | 0.91% | −5,128−15.2% | Reduced |
| J. Safra Sarasin Holding AG | 28,694 | $4.36M | 0.08% | +28,694 | New |
| D.A. Davidson & Co. | 28,790 | $4.37M | 0.04% | +701+2.5% | Added |
| Condor Capital Management | 28,955 | $4.40M | 0.42% | −668−2.3% | Reduced |
| Pensionfund Sabic | 29,606 | $4.49M | 1.32% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 29,659 | $4.50M | 0.02% | +986+3.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 30,100 | $4.57M | 0.05% | 00.0% | Unchanged |
| JustInvest LLC | 30,395 | $4.60M | 0.09% | +3,833+14.4% | Added |
| Concurrent Investment Advisors, LLC | 30,736 | $4.67M | 0.15% | +369+1.2% | Added |
| McGinn Investment Management, Inc. | 30,744 | $4.67M | 3.17% | −85−0.3% | Reduced |
| Westpac Banking Corp | 30,950 | $4.70M | 0.37% | +27,989+945.3% | Added |
| Concentric Wealth Management, LLC | 31,170 | $4.73M | 1.23% | +880+2.9% | Added |
| Sanctuary Advisors, LLC | 33,308 | $4.74M | 0.03% | +33,308 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 31,700 | $4.81M | 0.01% | −71,502−69.3% | Reduced |
| Private Advisor Group, LLC | 31,862 | $4.84M | 0.03% | +8,132+34.3% | Added |
| Elo Mutual Pension Insurance Co | 31,916 | $4.84M | 0.11% | +2,104+7.1% | Added |
| Sheets Smith Wealth Management | 32,336 | $4.91M | 0.59% | +4,071+14.4% | Added |
| Cerity Partners LLC | 32,471 | $4.93M | 0.01% | −139−0.4% | Reduced |
| Elevatus Welath Management | 32,505 | $4.93M | 1.85% | +32,505 | New |
| Tocqueville Asset Management L.P. | 32,620 | $4.95M | 0.08% | −238−0.7% | Reduced |
| CWM Advisors, LLC | 33,107 | $5.03M | 0.58% | −4,766−12.6% | Reduced |
| Gotham Asset Management, LLC | 33,362 | $5.06M | 0.07% | +7,129+27.2% | Added |
| Whittier Trust Co of Nevada Inc | 33,581 | $5.10M | 0.14% | +1,242+3.8% | Added |
| Barometer Capital Management Inc. | 33,850 | $5.14M | 1.98% | −5,900−14.8% | Reduced |
| Bank of Nova Scotia | 33,943 | $5.15M | 0.01% | −6,607−16.3% | Reduced |
| Oliver Luxxe Assets LLC | 33,966 | $5.16M | 1.09% | +5,355+18.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 34,054 | $5.17M | 0.01% | +3,626+11.9% | Added |
| Spectrum Wealth Counsel, LLC | 34,425 | $5.23M | 0.66% | −2,159−5.9% | Reduced |
| Cresset Asset Management, LLC | 34,583 | $5.25M | 0.02% | +11,460+49.6% | Added |
| Quantinno Capital Management LP | 34,999 | $5.31M | 0.10% | +11,937+51.8% | Added |
| Waters Parkerson & Co., LLC | 35,480 | $5.39M | 0.29% | −400−1.1% | Reduced |
| Empowered Funds, LLC | 37,373 | $5.67M | 0.10% | +3,004+8.7% | Added |
| BDF-Gestion | 38,538 | $5.85M | 0.56% | +38,538 | New |
| Oppenheimer & Co Inc | 38,598 | $5.86M | 0.09% | +1,579+4.3% | Added |
| Aviva PLC | 38,750 | $5.88M | 0.02% | −24,407−38.6% | Reduced |
| Greystone Financial Group, LLC | 38,812 | $5.89M | 1.15% | +328+0.9% | Added |
| Beacon Pointe Advisors, LLC | 38,820 | $5.89M | 0.07% | −1,908−4.7% | Reduced |
| Metis Global Partners, LLC | 39,007 | $5.92M | 0.20% | +3,698+10.5% | Added |
| La Banque Postale Asset Management SA | 39,135 | $5.94M | 0.24% | +341+0.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 39,601 | $6.00M | 0.01% | +39,601 | New |
| Credit Agricole S A | 40,050 | $6.08M | 0.04% | +20,051+100.3% | Added |
| Northwestern Mutual Wealth Management Co | 40,098 | $6.09M | 0.01% | −1,720−4.1% | Reduced |
| Crossmark Global Holdings, Inc. | 40,265 | $6.11M | 0.12% | −994−2.4% | Reduced |
| Mutual of America Capital Management LLC | 41,107 | $6.24M | 0.07% | −1,626−3.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 41,599 | $6.31M | 0.07% | −1,050−2.5% | Reduced |
| Baird Financial Group, Inc. | 41,718 | $6.33M | 0.01% | +1,680+4.2% | Added |
| Truist Financial Corp | 41,823 | $6.35M | 0.01% | −7,984−16.0% | Reduced |
| CIBC World Markets Corp | 41,972 | $6.37M | 0.04% | −92,268−68.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 42,713 | $6.40M | 0.03% | −39,120−47.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 42,327 | $6.43M | 0.05% | −98,987−70.0% | Reduced |
| Bamco Inc | 43,075 | $6.54M | 0.02% | −19,257−30.9% | Reduced |
| CIBC World Markets Inc. | 43,431 | $6.59M | 0.02% | −84,450−66.0% | Reduced |
| CIBC Asset Management Inc | 43,802 | $6.65M | 0.02% | −2,359−5.1% | Reduced |
| Winslow Asset Management Inc | 43,915 | $6.67M | 1.31% | −1,420−3.1% | Reduced |
| New Insight Wealth Advisors | 44,063 | $6.69M | 3.94% | −6,153−12.3% | Reduced |
| Pathstone Holdings, LLC | 44,234 | $6.71M | 0.03% | +379+0.9% | Added |
| Rafferty Asset Management, LLC | 44,995 | $6.83M | 0.03% | +5,958+15.3% | Added |
| HGK Asset Management Inc | 45,101 | $6.85M | 1.32% | −1,254−2.7% | Reduced |
| Public Employees Retirement Association of Colorado | 45,128 | $6.85M | 0.03% | −1,862−4.0% | Reduced |
| Public Sector Pension Investment Board | 45,279 | $6.87M | 0.04% | +6,652+17.2% | Added |
| Alpha Omega Wealth Management LLC | 45,286 | $6.87M | 1.31% | +27+0.1% | Added |
| tru Independence LLC | 45,685 | $6.93M | 2.09% | −245−0.5% | Reduced |
| L & S Advisors Inc | 46,925 | $7.12M | 0.81% | +46,925 | New |
| Ontario Teachers Pension Plan Board | 47,385 | $7.19M | 0.07% | −5,365−10.2% | Reduced |
| Everett Harris & Co | 48,791 | $7.41M | 0.09% | −170−0.3% | Reduced |
| Hudson Bay Capital Management LP | 49,052 | $7.45M | 0.06% | +49,052 | New |
| New York Life Investment Management LLC | 49,549 | $7.52M | 0.08% | +484+1.0% | Added |
| Advisor Group Holdings, Inc. | 49,960 | $7.59M | 0.02% | −24,740−33.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 51,006 | $7.74M | 0.03% | +17,318+51.4% | Added |
| Allianz SE | 51,425 | $7.81M | 0.23% | −4,974−8.8% | Reduced |
| Investment Management Corp of Ontario | 52,881 | $8.03M | 0.22% | +7,763+17.2% | Added |
| Ethic Inc. | 53,290 | $8.09M | 0.19% | +11,909+28.8% | Added |
| Utah Retirement Systems | 53,307 | $8.09M | 0.10% | −2,900−5.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 54,068 | $8.21M | 0.25% | −26,523−32.9% | Reduced |
| DnB Asset Management AS | 55,180 | $8.38M | 0.04% | +2,438+4.6% | Added |
| Yousif Capital Management, LLC | 55,236 | $8.38M | 0.09% | −793−1.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 55,298 | $8.39M | 0.19% | −753−1.3% | Reduced |
| Huntington National Bank | 55,415 | $8.41M | 0.07% | +1,153+2.1% | Added |
| Nixon Capital, LLC | 56,229 | $8.54M | 3.90% | +1,521+2.8% | Added |
| Hoylecohen, LLC | 56,565 | $8.59M | 0.65% | −435−0.8% | Reduced |
| Exchange Traded Concepts, LLC | 56,600 | $8.59M | 0.22% | +3,249+6.1% | Added |
| Staley Capital Advisers Inc | 56,845 | $8.63M | 0.40% | −2,956−4.9% | Reduced |
| GSI Capital Advisors LLC | 57,272 | $8.69M | 5.13% | +546+1.0% | Added |
| Mariner, LLC | 57,616 | $8.75M | 0.02% | +2,450+4.4% | Added |
| Riverview Capital Advisers, LLC | 57,668 | $8.75M | 2.95% | +219+0.4% | Added |
| US Bancorp | 58,567 | $8.89M | 0.01% | +99+0.2% | Added |
| MML Investors Services, LLC | 58,595 | $8.89M | 0.04% | +15,794+36.9% | Added |
| Wealthfront Advisers LLC | 59,061 | $8.97M | 0.03% | +1,800+3.1% | Added |
| M&T Bank Corp | 59,178 | $8.98M | 0.03% | +2,171+3.8% | Added |
| Pensionfund DSM Netherlands | 59,708 | $9.06M | 4.82% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 60,220 | $9.14M | 0.06% | −159,402−72.6% | Reduced |
| GYL Financial Synergies, LLC | 60,324 | $9.16M | 0.71% | +66+0.1% | Added |
| ProShare Advisors LLC | 61,323 | $9.31M | 0.02% | +3,119+5.4% | Added |
| Cetera Investment Advisers | 61,450 | $9.33M | 0.02% | −1,155−1.8% | Reduced |
| Hillman Capital Management, Inc. | 61,594 | $9.35M | 3.30% | −239−0.4% | Reduced |
| Janus Henderson Group PLC | 61,657 | $9.36M | 0.01% | −2,784−4.3% | Reduced |
| Czech National Bank | 62,110 | $9.43M | 0.11% | +4,766+8.3% | Added |
| British Columbia Investment Management Corp | 62,414 | $9.47M | 0.06% | +23,341+59.7% | Added |
| Zimmer Partners, LP | 62,500 | $9.49M | 0.18% | 00.0% | Unchanged |