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 |
|---|---|---|---|---|---|
| Bullock Wealth Management Group | 1,011 | $148.1K | 0.10% | +35+3.6% | Added |
| Triad Wealth Partners, LLC | 912 | $138.4K | 0.07% | +912 | New |
| Global Retirement Partners, LLC | 895 | $135.8K | 0.00% | +94+11.7% | Added |
| Stelac Advisory Services LLC | 881 | $133.7K | 0.06% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 878 | $133.3K | 0.01% | +878 | New |
| Ninepoint Partners LP | 873 | $132.5K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 863 | $131.0K | 0.01% | +19+2.3% | Added |
| Central Pacific Bank - Trust Division | 862 | $130.9K | 0.02% | −30−3.4% | Reduced |
| Register Financial Advisors LLC | 829 | $125.8K | 0.06% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 821 | $124.6K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 817 | $119.7K | 0.04% | −46−5.3% | Reduced |
| Carolinas Wealth Consulting LLC | 779 | $118.2K | 0.02% | +4+0.5% | Added |
| Harbour Investments, Inc. | 778 | $118.1K | 0.00% | +18+2.4% | Added |
| Global X Japan Co., Ltd. | 764 | $116.0K | 0.02% | +764 | New |
| Muzinich & Co., Inc. | 731 | $111.0K | 0.09% | +365+99.7% | Added |
| Proequities, Inc. | 703 | $106.7K | 0.01% | +8+1.2% | Added |
| Montag A & Associates Inc | 702 | $106.6K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 684 | $103.8K | 0.01% | +443+183.8% | Added |
| Fortitude Family Office, LLC | 647 | $98.2K | 0.06% | +572+762.7% | Added |
| CVA Family Office, LLC | 643 | $97.6K | 0.02% | +16+2.6% | Added |
| Quarry LP | 641 | $97.3K | 0.04% | +320+99.7% | Added |
| Family Firm, Inc. | 640 | $97.2K | 0.02% | +640 | New |
| Concord Wealth Partners | 634 | $96.2K | 0.02% | +2+0.3% | Added |
| United Community Bank | 622 | $94.4K | 0.04% | +322+107.3% | Added |
| Park Place Capital Corp | 604 | $91.7K | 0.03% | −46−7.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 600 | $91.1K | 0.02% | −500−45.5% | Reduced |
| Farmers & Merchants Investments Inc | 598 | $90.8K | 0.00% | 00.0% | Unchanged |
| Tobam | 591 | $90.0K | 0.01% | −178−23.1% | Reduced |
| Capital Analysts, LLC | 578 | $87.0K | 0.00% | −71−10.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 554 | $84.1K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 534 | $81.1K | 0.00% | +262+96.3% | Added |
| Missouri Trust & Investment Co | 526 | $79.8K | 0.03% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 541 | $79.3K | 0.03% | +1+0.2% | Added |
| Princeton Global Asset Management LLC | 500 | $75.9K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 500 | $75.9K | 0.05% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 500 | $75.9K | 0.00% | +495+9,900.0% | Added |
| Caldwell Sutter Capital, Inc. | 491 | $74.5K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 451 | $68.5K | 0.02% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 435 | $65.0K | 0.00% | +435 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 418 | $63.4K | 0.09% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 412 | $63.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 406 | $61.6K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 400 | $60.7K | 0.03% | −26−6.1% | Reduced |
| Ameliora Wealth Management Ltd. | 400 | $60.7K | 0.03% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $60.0K | 0.04% | −2,600−86.7% | Reduced |
| Creative Financial Designs Inc | 391 | $59.3K | 0.01% | +195+99.5% | Added |
| Transamerica Financial Advisors, Inc. | 383 | $59.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 375 | $56.9K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 370 | $56.2K | 0.01% | −6−1.6% | Reduced |
| VisionPoint Advisory Group, LLC | 352 | $53.4K | 0.02% | −20−5.4% | Reduced |
| Mizuho Bank, Ltd. | 350 | $53.1K | 0.01% | +350 | New |
| Nordwand Advisors, LLC | 346 | $52.5K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 345 | $52.4K | 0.00% | +4+1.2% | Added |
| Compass Wealth Management LLC | 345 | $52.4K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 344 | $52.0K | 0.01% | +73+26.9% | Added |
| Anchor Investment Management, LLC | 334 | $50.7K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 327 | $50.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 319 | $48.4K | 0.01% | +289+963.3% | Added |
| IAG Wealth Partners, LLC | 315 | $47.8K | 0.01% | +315 | New |
| American National Bank | 312 | $47.4K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 312 | $47.4K | 0.01% | +312 | New |
| Carmichael Hill & Associates, Inc. | 311 | $47.2K | 0.02% | +1+0.3% | Added |
| Edmond de Rothschild Holding S.A. | 310 | $47.1K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 314 | $47.0K | 0.01% | +9+3.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 309 | $46.0K | 0.01% | +65+26.6% | Added |
| Financial Freedom, LLC | 301 | $45.7K | 0.03% | +8+2.7% | Added |
| Old Point Trust & Financial Services N A | 300 | $45.5K | 0.02% | −250−45.5% | Reduced |
| Kozak & Associates, Inc. | 298 | $44.3K | 0.01% | +3+1.0% | Added |
| Rise Advisors, LLC | 280 | $42.5K | 0.02% | +7+2.6% | Added |
| Zions Bancorporation, N.A. | 273 | $41.4K | 0.00% | −39−12.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 266 | $40.4K | 0.00% | −319−54.5% | Reduced |
| Indiana Trust & Investment Management CO | 265 | $40.2K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 259 | $39.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 247 | $37.5K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 244 | $37.0K | 0.00% | −300−55.1% | Reduced |
| PSI Advisors, LLC | 244 | $37.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 238 | $36.1K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 235 | $35.7K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 233 | $35.4K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 229 | $34.8K | 0.00% | +157+218.1% | Added |
| DT Investment Partners, LLC | 228 | $34.6K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 225 | $34.2K | 0.00% | −49−17.9% | Reduced |
| Beacon Capital Management, LLC | 219 | $33.2K | 0.01% | −95−30.3% | Reduced |
| HBC Financial Services, PLLC | 220 | $33.0K | 0.02% | −160−42.1% | Reduced |
| Bruce G. Allen Investments, LLC | 216 | $32.8K | 0.03% | −9−4.0% | Reduced |
| Hillsdale Investment Management Inc. | 210 | $31.9K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 210 | $31.9K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 199 | $30.4K | 0.01% | +199 | New |
| Webster Bank, N. A. | 200 | $30.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 198 | $30.1K | 0.00% | +73+58.4% | Added |
| Pathway Financial Advisers, LLC | 188 | $28.5K | 0.01% | +6+3.3% | Added |
| RFP Financial Group LLC | 182 | $27.7K | 0.01% | +160+727.3% | Added |
| Wetzel Investment Advisors, Inc. | 175 | $27.4K | 0.02% | +175 | New |
| AdvisorNet Financial, Inc | 171 | $26.0K | 0.00% | −5−2.8% | Reduced |
| Salem Investment Counselors Inc | 169 | $25.7K | 0.00% | −269−61.4% | Reduced |
| Meeder Asset Management Inc | 169 | $25.7K | 0.00% | −1,275−88.3% | Reduced |
| Opal Wealth Advisors, LLC | 164 | $24.9K | 0.01% | +164 | New |
| Colonial Trust Co | 162 | $24.5K | 0.00% | +162 | New |
| Covestor Ltd | 159 | $24.0K | 0.02% | −100−38.6% | Reduced |
| Atlantic Trust, LLC | 158 | $24.0K | 0.01% | 00.0% | Unchanged |