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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 7,021 | $1.07M | 0.03% | −3,959−36.1% | Reduced |
| Gifford Fong Associates | 7,000 | $1.06M | 0.28% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 6,999 | $1.06M | 0.03% | +832+13.5% | Added |
| Red Cedar Investment Management, LLC | 6,947 | $1.05M | 0.14% | −11,717−62.8% | Reduced |
| Raymond James Trust N.A. | 6,886 | $1.05M | 0.02% | +232+3.5% | Added |
| Carmel Capital Partners, LLC | 6,843 | $1.04M | 0.44% | −54−0.8% | Reduced |
| Greenland Capital Management LP | 6,830 | $1.04M | 0.22% | −2,506−26.8% | Reduced |
| New England Research & Management, Inc. | 6,780 | $1.03M | 0.49% | −100−1.5% | Reduced |
| Knollwood Investment Advisory, LLC | 6,650 | $1.01M | 0.11% | +6,650 | New |
| MAI Capital Management | 6,645 | $1.01M | 0.01% | +380+6.1% | Added |
| Retirement Planning Co of New England, Inc. | 6,477 | $983.3K | 0.54% | −99−1.5% | Reduced |
| Brown Advisory Inc | 6,464 | $981.3K | 0.00% | +423+7.0% | Added |
| Banque Cantonale Vaudoise | 6,439 | $977.0K | 0.04% | +6,439 | New |
| Sigma Planning Corp | 6,380 | $968.5K | 0.03% | −405−6.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,348 | $963.6K | 0.05% | +1,893+42.5% | Added |
| Resources Investment Advisors, LLC. | 6,319 | $959.2K | 0.01% | +2,226+54.4% | Added |
| AlphaStar Capital Management, LLC | 6,306 | $957.3K | 0.09% | +641+11.3% | Added |
| Harvest Fund Management Co., Ltd | 6,278 | $953.0K | 0.07% | +3,108+98.0% | Added |
| Future Financial Wealth Managment LLC | 6,216 | $943.6K | 0.83% | −506−7.5% | Reduced |
| Sequoia Financial Advisors, LLC | 6,209 | $942.5K | 0.01% | +2,119+51.8% | Added |
| Solidarilty Wealth, LLC | 6,170 | $936.6K | 0.28% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 6,170 | $936.5K | 0.23% | −125−2.0% | Reduced |
| Harbor Capital Advisors, Inc. | 6,161 | $935.0K | 0.07% | +14+0.2% | Added |
| Syon Capital LLC | 6,132 | $930.8K | 0.09% | +86+1.4% | Added |
| MSH Capital Advisors LLC | 6,114 | $928.1K | 0.31% | +180+3.0% | Added |
| Bleakley Financial Group, LLC | 6,107 | $927.0K | 0.03% | +74+1.2% | Added |
| Simplicity Wealth,LLC | 6,104 | $926.5K | 0.02% | +107+1.8% | Added |
| Apollon Wealth Management, LLC | 6,102 | $926.3K | 0.03% | −1,135−15.7% | Reduced |
| Verition Fund Management LLC | 6,086 | $923.9K | 0.01% | −683−10.1% | Reduced |
| Keybank National Association | 6,081 | $923.1K | 0.00% | +177+3.0% | Added |
| Wedmont Private Capital | 6,150 | $919.3K | 0.06% | +315+5.4% | Added |
| Prudential PLC | 6,023 | $914.3K | 0.01% | +390+6.9% | Added |
| Ellevest, Inc. | 5,939 | $901.5K | 0.05% | +378+6.8% | Added |
| Regal Investment Advisors LLC | 5,846 | $887.4K | 0.06% | −95−1.6% | Reduced |
| Coldstream Capital Management Inc | 5,793 | $879.4K | 0.02% | +368+6.8% | Added |
| Versor Investments LP | 5,790 | $878.9K | 0.16% | −2,837−32.9% | Reduced |
| Adams Asset Advisors, LLC | 5,789 | $878.8K | 0.11% | 00.0% | Unchanged |
| Aspiriant, LLC | 5,748 | $872.7K | 0.04% | −1,533−21.1% | Reduced |
| Ausdal Financial Partners, Inc. | 5,713 | $867.2K | 0.09% | +12+0.2% | Added |
| Wellington Shields & Co., LLC | 5,700 | $865.3K | 0.28% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 5,631 | $854.8K | 0.07% | −104−1.8% | Reduced |
| MidWestOne Financial Group, Inc. | 5,544 | $841.6K | 0.15% | −2,943−34.7% | Reduced |
| Genesee Capital Advisors, LLC | 5,459 | $828.6K | 0.41% | +5,459 | New |
| Custom Index Systems, LLC | 5,421 | $822.9K | 0.47% | +5,421 | New |
| Catalytic Wealth RIA, LLC | 5,380 | $816.7K | 0.16% | +3,428+175.6% | Added |
| First Foundation Advisors | 5,375 | $815.9K | 0.03% | +4,572+569.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $799.8K | 0.01% | 00.0% | Unchanged |
| Monument Capital Management | 5,218 | $792.1K | 0.23% | +148+2.9% | Added |
| MBL Wealth, LLC | 5,193 | $788.3K | 0.09% | −2,033−28.1% | Reduced |
| Applied Finance Capital Management, LLC | 5,172 | $785.1K | 0.04% | +5,172 | New |
| Profund Advisors LLC | 5,169 | $784.7K | 0.03% | +137+2.7% | Added |
| Martingale Asset Management L P | 5,158 | $783.0K | 0.02% | +3,563+223.4% | Added |
| TBH Global Asset Management, LLC | 5,099 | $774.0K | 0.17% | +6+0.1% | Added |
| CAPROCK Group, Inc. | 5,090 | $772.8K | 0.03% | +1,391+37.6% | Added |
| Jones Financial Companies LLLP | 5,063 | $768.6K | 0.00% | +4,445+719.3% | Added |
| Gilman Hill Asset Management, LLC | 5,026 | $762.9K | 0.14% | 00.0% | Unchanged |
| American Assets Inc | 5,000 | $759.0K | 0.28% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,985 | $756.7K | 0.02% | −117−2.3% | Reduced |
| Atomi Financial Group, Inc. | 4,977 | $755.5K | 0.06% | +781+18.6% | Added |
| ClearAlpha Technologies LP | 4,936 | $749.3K | 0.30% | +4,936 | New |
| Emergent Wealth Advisors, LLC | 4,821 | $747.1K | 0.60% | +344+7.7% | Added |
| Impact Partnership Wealth, LLC | 4,883 | $741.3K | 0.19% | +4,504+1,188.4% | Added |
| Sound View Wealth Advisors Group, LLC | 4,878 | $740.5K | 0.08% | −49−1.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,873 | $739.7K | 0.03% | −152−3.0% | Reduced |
| Highline Wealth Partners LLC | 4,860 | $737.7K | 0.28% | +19+0.4% | Added |
| Parallel Advisors, LLC | 4,810 | $730.1K | 0.02% | +163+3.5% | Added |
| Invst, LLC | 4,965 | $727.4K | 0.08% | −340−6.4% | Reduced |
| Horizon Investments, LLC | 4,788 | $726.8K | 0.02% | +6+0.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,775 | $724.9K | 0.16% | +30+0.6% | Added |
| Monetary Management Group Inc | 4,775 | $724.8K | 0.19% | −16−0.3% | Reduced |
| International Assets Investment Management, LLC | 4,729 | $717.9K | 0.07% | −271−5.4% | Reduced |
| Veridan Wealth LLC | 4,459 | $716.8K | 0.29% | +4,459 | New |
| Nomura Holdings Inc | 4,718 | $716.2K | 0.00% | +2,116+81.3% | Added |
| Scotia Capital Inc. | 4,660 | $707.4K | 0.00% | −7,797−62.6% | Reduced |
| Ballentine Partners, LLC | 4,627 | $702.4K | 0.01% | +389+9.2% | Added |
| HB Wealth Management, LLC | 4,620 | $701.4K | 0.01% | +611+15.2% | Added |
| Sumitomo Life Insurance Co | 4,597 | $697.8K | 0.02% | −489−9.6% | Reduced |
| Heritage Trust Co | 4,582 | $695.5K | 0.09% | −16−0.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 4,536 | $688.6K | 0.30% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 4,515 | $685.4K | 0.09% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 4,503 | $683.5K | 0.13% | +700+18.4% | Added |
| First Hawaiian Bank | 4,502 | $683.4K | 0.02% | −107−2.3% | Reduced |
| Kestra Private Wealth Services, LLC | 4,483 | $680.5K | 0.01% | −86−1.9% | Reduced |
| NorthRock Partners, LLC | 4,476 | $679.5K | 0.03% | +331+8.0% | Added |
| CIBC Private Wealth Group, LLC | 4,517 | $663.4K | 0.00% | −692−13.3% | Reduced |
| Abn Amro Investment Solutions | 4,361 | $662.0K | 0.01% | +2,912+201.0% | Added |
| PEAK6 Investments LLC | 4,193 | $636.5K | 0.03% | +4,193 | New |
| Alta Wealth Advisors LLC | 4,106 | $623.3K | 0.31% | −20−0.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,102 | $622.7K | 0.00% | −51,790−92.7% | Reduced |
| Oak Grove Capital LLC | 4,100 | $622.4K | 0.16% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,076 | $618.7K | 0.04% | −80−1.9% | Reduced |
| Nabity-Jensen Investment Management Inc | 4,073 | $618.3K | 0.51% | −68−1.6% | Reduced |
| Boston Private Wealth LLC | 4,069 | $617.7K | 0.02% | −1,995−32.9% | Reduced |
| IHT Wealth Management, LLC | 4,066 | $617.3K | 0.02% | +70+1.8% | Added |
| Inspire Advisors, LLC | 4,053 | $615.3K | 0.08% | −73−1.8% | Reduced |
| Trust Co of Vermont | 3,966 | $602.0K | 0.03% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 3,953 | $600.1K | 0.08% | −47−1.2% | Reduced |
| Geller Advisors LLC | 3,946 | $599.0K | 0.04% | −6−0.2% | Reduced |
| Alpha Cubed Investments, LLC | 3,945 | $598.8K | 0.03% | +700+21.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,934 | $597.0K | 0.01% | +206+5.5% | Added |