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 |
|---|---|---|---|---|---|
| Sage Mountain Advisors LLC | 3,926 | $595.9K | 0.06% | +2,234+132.0% | Added |
| Schechter Investment Advisors, LLC | 3,899 | $591.8K | 0.04% | +348+9.8% | Added |
| Beacon Investment Advisors LLC | 3,814 | $578.9K | 0.30% | +44+1.2% | Added |
| GAMMA Investing LLC | 3,812 | $578.7K | 0.08% | +891+30.5% | Added |
| Bokf, NA | 3,805 | $577.6K | 0.01% | +3,596+1,720.6% | Added |
| We Are One Seven, LLC | 3,798 | $576.6K | 0.03% | +874+29.9% | Added |
| Summit Trail Advisors, LLC | 3,724 | $565.4K | 0.01% | +60+1.6% | Added |
| RS Crum Inc. | 3,724 | $565.3K | 0.15% | +15+0.4% | Added |
| Tritonpoint Wealth, LLC | 3,724 | $565.2K | 0.05% | +126+3.5% | Added |
| JDM Financial Group LLC | 3,713 | $563.7K | 0.38% | +18+0.5% | Added |
| Walleye Capital LLC | 3,706 | $562.6K | 0.01% | +863+30.4% | Added |
| Ninety One SA (PTY) Ltd | 3,720 | $559.7K | 0.09% | −429−10.3% | Reduced |
| Sunbelt Securities, Inc. | 3,678 | $558.3K | 0.06% | +500+15.7% | Added |
| Congress Wealth Management LLC | 3,674 | $557.8K | 0.01% | +32+0.9% | Added |
| SkyView Investment Advisors, LLC | 3,645 | $553.0K | 0.10% | +392+12.1% | Added |
| Ghe, LLC | 3,633 | $551.0K | 0.22% | −19−0.5% | Reduced |
| First Dallas Securities Inc. | 3,600 | $546.5K | 0.24% | +200+5.9% | Added |
| Tobias Financial Advisors, Inc. | 3,563 | $540.9K | 0.12% | +88+2.5% | Added |
| Siemens Fonds Invest GmbH | 3,550 | $538.9K | 0.04% | +127+3.7% | Added |
| TD Waterhouse Canada Inc. | 3,649 | $535.5K | 0.00% | −15,617−81.1% | Reduced |
| Rothschild Investment LLC | 3,524 | $535.0K | 0.04% | +217+6.6% | Added |
| Element Wealth, LLC | 3,523 | $534.8K | 0.30% | −326−8.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,494 | $530.4K | 0.04% | +280+8.7% | Added |
| Portside Wealth Group, LLC | 3,480 | $528.3K | 0.10% | −143−3.9% | Reduced |
| Joel Isaacson & Co., LLC | 3,456 | $524.6K | 0.03% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 3,440 | $522.2K | 0.27% | −75−2.1% | Reduced |
| Cigna Investments Inc | 3,438 | $522.0K | 0.10% | −31−0.9% | Reduced |
| Colony Group, LLC | 3,438 | $522.0K | 0.00% | +3,438 | New |
| Sherbrooke Park Advisers LLC | 3,435 | $521.4K | 0.09% | +3,435 | New |
| Ofi Invest Asset Management | 3,681 | $521.4K | 0.01% | +8+0.2% | Added |
| Fifth Third Wealth Advisors LLC | 3,434 | $521.3K | 0.04% | +3,434 | New |
| Ameritas Investment Partners, Inc. | 3,430 | $520.7K | 0.02% | −95−2.7% | Reduced |
| HighPoint Advisor Group LLC | 3,299 | $511.0K | 0.03% | +44+1.4% | Added |
| Schulhoff & Co Inc | 3,366 | $511.0K | 0.23% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,353 | $509.1K | 0.01% | −399−10.6% | Reduced |
| PFG Investments, LLC | 3,347 | $508.1K | 0.04% | +115+3.6% | Added |
| Stephens Inc | 3,326 | $504.8K | 0.01% | −113−3.3% | Reduced |
| Change Path, LLC | 3,314 | $503.0K | 0.03% | +344+11.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $500.9K | 0.15% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 3,225 | $489.6K | 0.36% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 3,215 | $488.1K | 0.02% | −996−23.7% | Reduced |
| White Pine Capital LLC | 3,204 | $486.4K | 0.18% | +833+35.1% | Added |
| American Investment Services, Inc. | 3,203 | $486.2K | 0.09% | −527−14.1% | Reduced |
| Oak Thistle LLC | 3,190 | $484.2K | 0.36% | +3,190 | New |
| Wintrust Investments LLC | 3,159 | $480.0K | 0.04% | −70−2.2% | Reduced |
| Quadrant Capital Group LLC | 3,139 | $476.5K | 0.04% | −37−1.2% | Reduced |
| Foster & Motley Inc | 3,128 | $475.0K | 0.03% | −595−16.0% | Reduced |
| Mather Group, LLC. | 3,032 | $474.5K | 0.01% | −47−1.5% | Reduced |
| Larson Financial Group LLC | 3,122 | $474.0K | 0.03% | +499+19.0% | Added |
| Krane Funds Advisors LLC | 3,120 | $473.6K | 0.02% | −120−3.7% | Reduced |
| Strategic Advisors LLC | 3,112 | $472.4K | 0.09% | −3,756−54.7% | Reduced |
| Jump Financial, LLC | 3,103 | $471.0K | 0.01% | −2,438−44.0% | Reduced |
| Cohen Klingenstein LLC | 3,100 | $470.6K | 0.02% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 3,088 | $468.8K | 0.33% | 00.0% | Unchanged |
| Washington Trust Co | 3,079 | $467.4K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 3,073 | $466.5K | 0.04% | −239−7.2% | Reduced |
| United Advisor Group, LLC | 3,070 | $466.0K | 0.14% | +967+46.0% | Added |
| Trust Co | 3,064 | $465.1K | 0.06% | +611+24.9% | Added |
| Principal Securities, Inc. | 3,050 | $463.1K | 0.01% | +367+13.7% | Added |
| Graypoint LLC | 3,014 | $457.6K | 0.03% | +202+7.2% | Added |
| Pensionmark Financial Group, LLC | 3,013 | $457.4K | 0.03% | +3,013 | New |
| Lederer & Associates Investment Counsel | 3,007 | $456.0K | 0.33% | 00.0% | Unchanged |
| Stevens Capital Management LP | 3,006 | $456.0K | 0.15% | +266+9.7% | Added |
| Merrion Investment Management Co, LLC | 3,000 | $455.4K | 0.31% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,000 | $455.4K | 0.12% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 3,000 | $455.0K | 0.08% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,990 | $453.8K | 0.00% | +20+0.7% | Added |
| Pinnacle Associates Ltd | 2,984 | $453.0K | 0.01% | +626+26.5% | Added |
| Optimum Investment Advisors | 2,979 | $452.2K | 0.20% | −500−14.4% | Reduced |
| Lazari Capital Management, Inc. | 2,976 | $451.7K | 0.20% | −177−5.6% | Reduced |
| IFP Advisors, Inc | 2,970 | $450.7K | 0.02% | +270+10.0% | Added |
| Proficio Capital Partners LLC | 2,969 | $450.7K | 0.05% | −175−5.6% | Reduced |
| Elequin Capital LP | 2,967 | $450.4K | 0.12% | +2,967 | New |
| First National Bank Sioux Falls | 2,965 | $450.1K | 0.23% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 2,952 | $448.1K | 0.11% | −322−9.8% | Reduced |
| Mutual Advisors, LLC | 2,916 | $445.7K | 0.01% | −4−0.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,928 | $444.5K | 0.01% | −127−4.2% | Reduced |
| Balyasny Asset Management LLC | 2,928 | $444.5K | 0.00% | +2,928 | New |
| Intrua Financial, LLC | 2,924 | $443.9K | 0.07% | −2,476−45.9% | Reduced |
| Sage Investment Advisers LLC | 2,903 | $440.7K | 0.50% | +7+0.2% | Added |
| Hamilton Capital Partners Inc. | 2,893 | $439.2K | 0.05% | +2,893 | New |
| Lantern Wealth Advisors, LLC | 2,875 | $436.4K | 0.32% | −548−16.0% | Reduced |
| ORG Partners LLC | 2,973 | $435.9K | 0.05% | +2,973 | New |
| Opinicus Capital, Inc. | 2,849 | $432.5K | 0.36% | −136−4.6% | Reduced |
| Everhart Financial Group, Inc. | 2,849 | $432.5K | 0.11% | +507+21.6% | Added |
| Coco Enterprises, LLC | 2,872 | $431.6K | 0.29% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 2,842 | $431.4K | 0.07% | +2+0.1% | Added |
| Sompo Asset Management Co., Ltd. | 2,830 | $429.6K | 0.07% | +100+3.7% | Added |
| Mogy Joel R Investment Counsel Inc | 2,825 | $428.8K | 0.03% | 00.0% | Unchanged |
| Algert Global LLC | 2,805 | $425.8K | 0.01% | +772+38.0% | Added |
| Diversify Wealth Management, LLC | 2,874 | $425.4K | 0.05% | +2,874 | New |
| Strategic Advocates LLC | 2,797 | $424.5K | 0.17% | −262−8.6% | Reduced |
| Washington Trust Bank | 2,773 | $420.9K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,730 | $414.4K | 0.08% | +2,730 | New |
| Conning Inc. | 2,729 | $414.3K | 0.01% | +61+2.3% | Added |
| Robertson Stephens Wealth Management, LLC | 2,712 | $411.7K | 0.02% | −16,614−86.0% | Reduced |
| Autumn Glory Partners, LLC | 2,710 | $411.4K | 0.21% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 2,698 | $410.0K | 0.23% | +4+0.1% | Added |
| McMahon Financial Advisors, LLC | 2,700 | $409.9K | 0.09% | 00.0% | Unchanged |
| Edmp, Inc. | 2,696 | $409.3K | 0.37% | 00.0% | Unchanged |