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 |
|---|---|---|---|---|---|
| Tower Bridge Advisors | 13,025 | $1.98M | 0.22% | +225+1.8% | Added |
| Carret Asset Management, LLC | 12,953 | $1.97M | 0.23% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 12,922 | $1.96M | 0.02% | +718+5.9% | Added |
| Lido Advisors, LLC | 12,864 | $1.95M | 0.02% | +2,154+20.1% | Added |
| Jaffetilchin Investment Partners, LLC | 12,851 | $1.95M | 0.17% | +83+0.7% | Added |
| Ossiam | 12,795 | $1.94M | 0.04% | +2,414+23.3% | Added |
| Vinva Investment Management Ltd | 12,651 | $1.90M | 0.10% | +145+1.2% | Added |
| Del-Sette Capital Management, LLC | 12,365 | $1.88M | 1.54% | −14,138−53.3% | Reduced |
| Arbor Capital Management Inc | 12,683 | $1.86M | 1.73% | −897−6.6% | Reduced |
| Two Sigma Securities, LLC | 12,000 | $1.82M | 0.09% | +8,724+266.3% | Added |
| KG&L Capital Management,LLC | 12,281 | $1.82M | 0.63% | 00.0% | Unchanged |
| Veriti Management LLC | 11,915 | $1.81M | 0.11% | +1,378+13.1% | Added |
| Brevan Howard Capital Management LP | 11,876 | $1.80M | 0.12% | +10,017+538.8% | Added |
| Erste Asset Management GmbH | 12,000 | $1.80M | 0.02% | −1,700−12.4% | Reduced |
| Howland Capital Management LLC | 11,811 | $1.79M | 0.09% | −150−1.3% | Reduced |
| Investors Research Corp | 11,787 | $1.79M | 0.42% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 11,780 | $1.79M | 0.10% | −7,099−37.6% | Reduced |
| Signet Financial Management, LLC | 11,755 | $1.78M | 0.24% | +22+0.2% | Added |
| Affinity Investment Advisors, LLC | 11,664 | $1.77M | 1.33% | −329−2.7% | Reduced |
| First Citizens Bank & Trust Co | 11,624 | $1.76M | 0.03% | +1,368+13.3% | Added |
| Inspire Trust Co, N.A. | 11,500 | $1.75M | 0.58% | +3,880+50.9% | Added |
| Convergence Investment Partners, LLC | 11,404 | $1.73M | 0.51% | +1,522+15.4% | Added |
| Cascade Investment Advisors, Inc. | 11,403 | $1.73M | 1.17% | −325−2.8% | Reduced |
| Lincluden Management Ltd | 11,379 | $1.73M | 0.21% | −4,933−30.2% | Reduced |
| Agf Management Ltd | 11,291 | $1.71M | 0.01% | −33,503−74.8% | Reduced |
| Tudor Investment Corp Et Al | 11,266 | $1.71M | 0.02% | +11,266 | New |
| Prospera Financial Services Inc | 11,039 | $1.68M | 0.05% | +39+0.4% | Added |
| Premier Path Wealth Partners, LLC | 11,036 | $1.68M | 0.29% | +393+3.7% | Added |
| Federation des caisses Desjardins du Quebec | 11,000 | $1.67M | 0.01% | +2,458+28.8% | Added |
| Wellington Shields Capital Management, LLC | 10,675 | $1.62M | 0.29% | +230+2.2% | Added |
| Swiss Life Asset Management Ltd | 10,584 | $1.61M | 0.02% | −335−3.1% | Reduced |
| Everence Capital Management Inc | 11,429 | $1.61M | 0.11% | +260+2.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,513 | $1.60M | 0.11% | −242−2.3% | Reduced |
| Slagle Financial, LLC | 10,478 | $1.59M | 0.82% | +1,093+11.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,373 | $1.57M | 0.04% | +31+0.3% | Added |
| Meeder Advisory Services, Inc. | 10,327 | $1.57M | 0.11% | +2,952+40.0% | Added |
| Two Sigma Advisers, LP | 10,300 | $1.56M | 0.00% | +10,300 | New |
| iA Global Asset Management Inc. | 10,274 | $1.56M | 0.03% | +507+5.2% | Added |
| Granger Management LLC | 10,204 | $1.55M | 0.26% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 10,175 | $1.54M | 0.11% | +1,700+20.1% | Added |
| NEOS Investment Management LLC | 10,128 | $1.54M | 0.06% | +2,988+41.8% | Added |
| Stamos Capital Partners, L.P. | 10,080 | $1.53M | 0.32% | +360+3.7% | Added |
| Jeppson Wealth Management, LLC | 9,935 | $1.51M | 0.58% | −46−0.5% | Reduced |
| Mystic Asset Management, Inc. | 9,920 | $1.51M | 0.61% | −112−1.1% | Reduced |
| Alpine Woods Capital Investors, LLC | 9,890 | $1.50M | 0.23% | −3,210−24.5% | Reduced |
| BCGM Wealth Management, LLC | 9,832 | $1.49M | 0.52% | −154−1.5% | Reduced |
| Miracle Mile Advisors, LLC | 9,631 | $1.46M | 0.04% | −30−0.3% | Reduced |
| Greenleaf Trust | 9,623 | $1.46M | 0.01% | +131+1.4% | Added |
| Entropy Technologies, LP | 9,617 | $1.46M | 0.16% | +4,943+105.8% | Added |
| Pitcairn Co | 9,560 | $1.45M | 0.09% | +703+7.9% | Added |
| Donoghue Forlines LLC | 9,504 | $1.44M | 0.41% | +4,762+100.4% | Added |
| Valeo Financial Advisors, LLC | 9,314 | $1.41M | 0.04% | −138−1.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,158 | $1.39M | 0.07% | +395+4.5% | Added |
| Centiva Capital, LP | 9,109 | $1.38M | 0.07% | +9,109 | New |
| CWM, LLC | 9,080 | $1.38M | 0.01% | +1,621+21.7% | Added |
| One Capital Management, LLC | 8,997 | $1.37M | 0.05% | +7,419+470.2% | 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 |
| Commerzbank Aktiengesellschaft | 8,788 | $1.33M | 0.04% | +1,699+24.0% | Added |
| Clarius Group, LLC | 8,743 | $1.33M | 0.09% | −110−1.2% | Reduced |
| Cullen Capital Management LLC | 8,737 | $1.33M | 0.02% | +873+11.1% | Added |
| Ritholtz Wealth Management | 8,723 | $1.32M | 0.04% | +780+9.8% | Added |
| RSM US Wealth Management LLC | 8,926 | $1.32M | 0.02% | +7,405+486.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 8,521 | $1.29M | 0.05% | +499+6.2% | Added |
| Personal Cfo Solutions, LLC | 8,483 | $1.29M | 0.20% | +213+2.6% | Added |
| Wolverine Trading, LLC | 8,468 | $1.29M | 0.02% | −4,124−32.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 8,453 | $1.28M | 0.21% | +699+9.0% | Added |
| Assetmark, Inc | 8,447 | $1.28M | 0.00% | +81+1.0% | Added |
| Renaissance Group LLC | 8,394 | $1.27M | 0.05% | +4,273+103.7% | Added |
| Castle Rock Wealth Management, LLC | 8,566 | $1.26M | 0.31% | +588+7.4% | Added |
| Penserra Capital Management LLC | 8,233 | $1.25M | 0.02% | −27−0.3% | Reduced |
| Bramshill Investments, LLC | 8,162 | $1.24M | 0.13% | +869+11.9% | Added |
| Mark Asset Management LP | 8,095 | $1.23M | 0.16% | +72+0.9% | Added |
| Portman Square Capital LLP | 8,047 | $1.22M | 0.41% | +4,448+123.6% | Added |
| Integrated Wealth Concepts LLC | 8,043 | $1.22M | 0.02% | −14−0.2% | Reduced |
| Palogic Value Management, L.P. | 8,035 | $1.22M | 0.52% | +173+2.2% | Added |
| Snowden Capital Advisors LLC | 8,019 | $1.22M | 0.04% | −5,514−40.7% | Reduced |
| AXS Investments LLC | 7,984 | $1.21M | 0.34% | −350−4.2% | Reduced |
| NewEdge Wealth, LLC | 7,929 | $1.20M | 0.03% | −27−0.3% | Reduced |
| Qtron Investments LLC | 7,798 | $1.18M | 0.17% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 7,794 | $1.18M | 0.01% | −5,304−40.5% | Reduced |
| Frank, Rimerman Advisors LLC | 7,783 | $1.18M | 0.08% | +7,783 | New |
| Pacific Global Investment Management CO | 7,775 | $1.18M | 0.22% | −28−0.4% | Reduced |
| Paradigm Asset Management Co LLC | 7,735 | $1.17M | 0.33% | +6,100+373.1% | Added |
| Bedel Financial Consulting, Inc. | 7,706 | $1.17M | 0.17% | +20.0% | Added |
| Kinneret Advisory, LLC | 7,695 | $1.17M | 0.11% | +313+4.2% | Added |
| Groupama Asset Managment | 7,654 | $1.16M | 0.02% | −612−7.4% | Reduced |
| Steel Peak Wealth Management LLC | 7,590 | $1.15M | 0.05% | +1,475+24.1% | Added |
| Gabelli Funds LLC | 7,500 | $1.14M | 0.01% | +1,500+25.0% | Added |
| Illinois Municipal Retirement Fund | 7,454 | $1.13M | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 6,628 | $1.12M | 0.00% | +2,182+49.1% | Added |
| Western Financial Corp | 7,265 | $1.10M | 0.67% | +1,399+23.8% | Added |
| TrueWealth Advisors, LLC | 7,260 | $1.10M | 0.41% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 7,200 | $1.09M | 1.05% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,169 | $1.09M | 0.05% | −33−0.5% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 7,150 | $1.09M | 0.19% | 00.0% | Unchanged |
| Wedbush Securities Inc | 7,149 | $1.08M | 0.04% | +116+1.6% | Added |
| Jefferies Financial Group Inc. | 7,136 | $1.08M | 0.02% | +966+15.7% | Added |
| Diversified Trust Co | 7,069 | $1.07M | 0.03% | −3,783−34.9% | Reduced |
| Assenagon Asset Management S.A. | 7,043 | $1.07M | 0.00% | +330+4.9% | Added |