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 |
|---|---|---|---|---|---|
| Condor Capital Management | 28,955 | $4.40M | 0.42% | −668−2.3% | Reduced |
| D.A. Davidson & Co. | 28,790 | $4.37M | 0.04% | +701+2.5% | Added |
| J. Safra Sarasin Holding AG | 28,694 | $4.36M | 0.08% | +28,694 | New |
| Vanderbilt University | 28,542 | $4.33M | 0.91% | −5,128−15.2% | Reduced |
| Oregon Public Employees Retirement Fund | 27,955 | $4.24M | 0.08% | +100+0.4% | Added |
| Fifth Third Bancorp | 27,645 | $4.20M | 0.02% | +1,129+4.3% | Added |
| Squarepoint Ops LLC | 27,634 | $4.19M | 0.02% | −178,820−86.6% | Reduced |
| Atria Investments LLC | 27,323 | $4.15M | 0.05% | −328−1.2% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 27,035 | $4.10M | 0.60% | +398+1.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 26,948 | $4.09M | 0.01% | +2,016+8.1% | Added |
| Gulf International Bank (UK) Ltd | 26,926 | $4.09M | 0.10% | −100−0.4% | Reduced |
| Norinchukin Bank, The | 26,429 | $4.01M | 0.11% | −324−1.2% | Reduced |
| Presima Inc. | 26,227 | $3.98M | 0.89% | +100+0.4% | Added |
| Teachers Retirement System of the State of Kentucky | 25,955 | $3.94M | 0.04% | −692−2.6% | Reduced |
| Intech Investment Management LLC | 25,904 | $3.93M | 0.05% | +15,442+147.6% | Added |
| Fiduciary Group LLC | 25,312 | $3.84M | 0.41% | −585−2.3% | Reduced |
| Maryland State Retirement & Pension System | 25,250 | $3.83M | 0.07% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 25,119 | $3.81M | 0.08% | +25,119 | New |
| Great Valley Advisor Group, Inc. | 24,955 | $3.79M | 0.11% | −1,849−6.9% | Reduced |
| TownSquare Capital, LLC | 24,934 | $3.78M | 0.05% | +1,662+7.1% | Added |
| Advisory Services Network, LLC | 24,676 | $3.75M | 0.08% | +1,229+5.2% | Added |
| Kentucky Retirement Systems | 24,561 | $3.73M | 0.11% | −190−0.8% | Reduced |
| TTP Investments, Inc. | 24,143 | $3.66M | 1.38% | +2,312+10.6% | Added |
| New Potomac Partners, LLC | 24,112 | $3.66M | 2.00% | −183−0.8% | Reduced |
| Nicholas Investment Partners, LP | 23,907 | $3.63M | 0.38% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 23,740 | $3.60M | 0.54% | +699+3.0% | Added |
| Boothbay Fund Management, LLC | 23,530 | $3.57M | 0.12% | −5,105−17.8% | Reduced |
| Captrust Financial Advisors | 23,233 | $3.53M | 0.01% | −213−0.9% | Reduced |
| Pacer Advisors, Inc. | 23,230 | $3.53M | 0.01% | +1,052+4.7% | Added |
| Truvestments Capital LLC | 22,737 | $3.45M | 1.38% | +578+2.6% | Added |
| Toroso Investments, LLC | 22,712 | $3.45M | 0.05% | +9,863+76.8% | Added |
| Soltis Investment Advisors LLC | 22,672 | $3.44M | 0.36% | −306−1.3% | Reduced |
| MBB Public Markets I LLC | 22,584 | $3.43M | 0.07% | +20,431+949.0% | Added |
| GeoWealth Management, LLC | 22,559 | $3.42M | 0.15% | +5,802+34.6% | Added |
| SAM Advisors, LLC | 22,377 | $3.40M | 1.23% | −216−1.0% | Reduced |
| Cornerstone Wealth Group, LLC | 22,242 | $3.38M | 0.30% | +1,704+8.3% | Added |
| Kestra Advisory Services, LLC | 22,213 | $3.37M | 0.02% | −427−1.9% | Reduced |
| Grassi Investment Management | 22,179 | $3.37M | 0.30% | −891−3.9% | Reduced |
| Waterloo Capital, L.P. | 21,725 | $3.30M | 0.40% | +1,904+9.6% | Added |
| Yarbrough Capital, LLC | 21,500 | $3.26M | 0.14% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 21,455 | $3.26M | 1.40% | −290−1.3% | Reduced |
| Kempen Capital Management N.V. | 21,128 | $3.21M | 0.04% | −39,096−64.9% | Reduced |
| Commerce Bank | 21,031 | $3.19M | 0.02% | −257−1.2% | Reduced |
| Federated Hermes, Inc. | 21,012 | $3.19M | 0.01% | +3,465+19.7% | Added |
| Hartford Investment Management Co | 20,900 | $3.17M | 0.11% | −189−0.9% | Reduced |
| Peapack Gladstone Financial Corp | 20,793 | $3.16M | 0.05% | −6,094−22.7% | Reduced |
| Integrated Advisors Network LLC | 20,658 | $3.14M | 0.16% | −25,519−55.3% | Reduced |
| Brookstone Capital Management | 19,492 | $3.02M | 0.05% | +5,501+39.3% | Added |
| Lodestone Wealth Management LLC | 19,714 | $2.99M | 1.59% | −90−0.5% | Reduced |
| Strategic Global Advisors, LLC | 19,705 | $2.99M | 0.63% | +357+1.8% | Added |
| Summit Global Investments | 19,682 | $2.99M | 0.20% | +18,068+1,119.5% | Added |
| Peak Financial Advisors LLC | 19,633 | $2.98M | 1.71% | +19,633 | New |
| Omers Administration Corp | 19,615 | $2.98M | 0.03% | +19,615 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 19,527 | $2.96M | 0.34% | −774−3.8% | Reduced |
| Twin Tree Management, LP | 19,503 | $2.96M | 0.09% | −90,524−82.3% | Reduced |
| Lake Street Advisors Group, LLC | 19,373 | $2.94M | 0.14% | −221−1.1% | Reduced |
| Strategic Financial Concepts, LLC | 424,070 | $2.92M | 0.01% | +421,560+16,795.2% | Added |
| Securian Asset Management, Inc | 18,741 | $2.84M | 0.08% | −451−2.3% | Reduced |
| Oppenheimer Asset Management Inc. | 18,429 | $2.80M | 0.04% | −1,233−6.3% | Reduced |
| Louisiana State Employees Retirement System | 18,400 | $2.79M | 0.05% | −600−3.2% | Reduced |
| Group One Trading, L.P. | 18,396 | $2.79M | 0.09% | −9,311−33.6% | Reduced |
| Blair William & Co | 18,326 | $2.78M | 0.01% | +1,417+8.4% | Added |
| Atria Wealth Solutions, Inc. | 17,946 | $2.72M | 0.03% | +33+0.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 17,792 | $2.70M | 0.07% | +7,000+64.9% | Added |
| Adage Capital Partners GP, L.L.C. | 17,663 | $2.68M | 0.00% | −107,000−85.8% | Reduced |
| Spirit of America Management Corp | 17,500 | $2.66M | 0.54% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 17,402 | $2.64M | 0.01% | +569+3.4% | Added |
| Gsa Capital Partners LLP | 17,378 | $2.64M | 0.18% | +17,378 | New |
| Sheaff Brock Investment Advisors, LLC | 16,766 | $2.55M | 0.24% | −528−3.1% | Reduced |
| Redmond Asset Management, LLC | 16,669 | $2.53M | 0.83% | +864+5.5% | Added |
| Adell Harriman & Carpenter Inc | 16,640 | $2.53M | 0.20% | −1,953−10.5% | Reduced |
| Advisors Asset Management, Inc. | 16,487 | $2.50M | 0.05% | +377+2.3% | Added |
| New Mexico Educational Retirement Board | 16,395 | $2.49M | 0.09% | 00.0% | Unchanged |
| Financial Management Network Inc | 16,473 | $2.41M | 0.58% | −1,097−6.2% | Reduced |
| United Capital Financial Advisers, LLC | 15,846 | $2.41M | 0.02% | −7,873−33.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 15,334 | $2.33M | 0.04% | −9,197−37.5% | Reduced |
| Chilton Capital Management LLC | 15,186 | $2.31M | 0.10% | −1,697−10.1% | Reduced |
| Venture Visionary Partners LLC | 14,531 | $2.21M | 0.10% | +344+2.4% | Added |
| Ieq Capital, LLC | 14,366 | $2.18M | 0.03% | +1,484+11.5% | Added |
| Plato Investment Management Ltd | 14,188 | $2.15M | 0.20% | +708+5.3% | Added |
| Perpetual Ltd | 14,160 | $2.15M | 0.02% | −2,260−13.8% | Reduced |
| Cascade Investment Group, Inc. | 14,071 | $2.14M | 1.67% | −200−1.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 14,023 | $2.13M | 0.60% | +2,083+17.4% | Added |
| Park Avenue Securities LLC | 13,922 | $2.11M | 0.03% | −264−1.9% | Reduced |
| Edgestream Partners, L.P. | 13,899 | $2.11M | 0.10% | −222−1.6% | Reduced |
| Natixis | 13,790 | $2.09M | 0.01% | −19,575−58.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 13,741 | $2.09M | 0.02% | −34−0.2% | Reduced |
| Diligent Investors, LLC | 13,740 | $2.09M | 0.52% | +68+0.5% | Added |
| AIA Group Ltd | 13,706 | $2.08M | 0.06% | +837+6.5% | Added |
| Rakuten Investment Management, Inc. | 13,877 | $2.08M | 0.01% | +5,110+58.3% | Added |
| Avantax Advisory Services, Inc. | 13,662 | $2.07M | 0.01% | +8,231+151.6% | Added |
| 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 |
| Black Swift Group, LLC | 13,525 | $2.05M | 0.47% | −4,305−24.1% | Reduced |
| Tower Research Capital LLC (TRC) | 13,483 | $2.05M | 0.03% | −1,172−8.0% | Reduced |
| CCM Investment Advisers LLC | 13,440 | $2.04M | 0.24% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,400 | $2.03M | 0.01% | +1,654+14.1% | Added |
| Moran Wealth Management, LLC | 13,394 | $2.03M | 0.07% | −425−3.1% | Reduced |
| Cunning Capital Partners, LP | 13,265 | $2.01M | 1.15% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 13,193 | $2.00M | 0.10% | +593+4.7% | Added |