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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 2,692 | $408.6K | 0.15% | −910−25.3% | Reduced |
| Capula Management Ltd | 2,686 | $407.7K | 0.00% | +104+4.0% | Added |
| NBC Securities, Inc. | 2,683 | $407.0K | 0.04% | +4+0.1% | Added |
| Glass Jacobson Investment Advisors llc | 2,677 | $406.4K | 0.15% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,673 | $405.9K | 0.01% | −8,875−76.9% | Reduced |
| Massachusetts Financial Services Co | 2,666 | $404.7K | 0.00% | −7,168−72.9% | Reduced |
| Bradley Foster & Sargent Inc | 2,638 | $400.4K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 2,636 | $400.2K | 0.02% | +2,636 | New |
| Rossmore Private Capital | 2,600 | $394.7K | 0.05% | −1,100−29.7% | Reduced |
| Avestar Capital, LLC | 2,577 | $391.2K | 0.04% | +395+18.1% | Added |
| Kaizen Financial Strategies | 2,507 | $388.1K | 0.24% | +55+2.2% | Added |
| Octavia Wealth Advisors, LLC | 2,555 | $387.9K | 0.05% | −2−0.1% | Reduced |
| Morningstar Investment Management LLC | 2,541 | $386.0K | 0.04% | −812−24.2% | Reduced |
| Stratos Wealth Advisors, LLC | 2,524 | $383.2K | 0.02% | +17+0.7% | Added |
| Camelot Portfolios, LLC | 2,515 | $381.8K | 0.22% | +830+49.3% | Added |
| Welch Group, LLC | 2,515 | $381.7K | 0.02% | +2+0.1% | Added |
| Capital Investment Advisors, LLC | 2,512 | $381.3K | 0.01% | −54−2.1% | Reduced |
| Titleist Asset Management, LLC | 2,504 | $380.1K | 0.06% | −436−14.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,500 | $379.5K | 0.02% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 2,500 | $379.5K | 0.12% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 2,498 | $379.2K | 0.08% | 00.0% | Unchanged |
| Vicus Capital | 2,486 | $377.4K | 0.03% | +425+20.6% | Added |
| Embree Financial Group | 2,485 | $377.2K | 0.07% | −629−20.2% | Reduced |
| Legacy Financial Advisors, Inc. | 2,461 | $373.5K | 0.07% | +104+4.4% | Added |
| Bard Financial Services, Inc. | 2,460 | $373.4K | 0.04% | 00.0% | Unchanged |
| Financial Counselors Inc | 2,431 | $369.0K | 0.01% | +2,431 | New |
| Brown, Lisle/Cummings, Inc. | 2,405 | $365.1K | 0.12% | −310−11.4% | Reduced |
| Hilltop Holdings Inc. | 2,402 | $364.6K | 0.04% | +2,402 | New |
| Silverleafe Capital Partners, LLC | 2,400 | $364.3K | 0.13% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 2,400 | $364.3K | 0.00% | +2,400 | New |
| Harvest Portfolios Group Inc. | 2,335 | $354.5K | 0.01% | −53−2.2% | Reduced |
| Eqis Capital Management, Inc. | 2,327 | $353.2K | 0.03% | −674−22.5% | Reduced |
| Nilsine Partners, LLC | 2,326 | $353.1K | 0.05% | +58+2.6% | Added |
| Great Lakes Advisors, LLC | 2,320 | $352.2K | 0.00% | −20−0.9% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 2,378 | $348.5K | 0.19% | −167−6.6% | Reduced |
| Manchester Capital Management LLC | 2,285 | $346.9K | 0.04% | +34+1.5% | Added |
| Oxford Financial Group Ltd | 2,285 | $346.8K | 0.02% | +76+3.4% | Added |
| Intrust Bank NA | 2,260 | $343.1K | 0.04% | −81−3.5% | Reduced |
| Moody National Bank Trust Division | 2,259 | $342.9K | 0.03% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,252 | $341.9K | 0.04% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 2,230 | $338.6K | 0.02% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,209 | $337.8K | 0.05% | +495+28.9% | Added |
| Clear Street Markets LLC | 2,200 | $334.0K | 0.13% | +2,100+2,100.0% | Added |
| Novare Capital Management LLC | 2,200 | $334.0K | 0.03% | −445−16.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,195 | $333.2K | 0.05% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,178 | $330.6K | 0.11% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 2,176 | $330.4K | 0.02% | −19−0.9% | Reduced |
| Affinity Wealth Management LLC | 2,171 | $329.6K | 0.06% | 00.0% | Unchanged |
| Umb Bank N A | 2,171 | $329.6K | 0.01% | −22−1.0% | Reduced |
| Gateway Investment Advisers LLC | 2,162 | $328.2K | 0.00% | −127−5.5% | Reduced |
| Journey Strategic Wealth LLC | 2,157 | $327.4K | 0.01% | +2,157 | New |
| Skopos Labs, Inc. | 2,132 | $327.2K | 0.14% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 2,151 | $326.5K | 0.07% | 00.0% | Unchanged |
| Private Trust Co NA | 2,148 | $326.1K | 0.04% | +1,885+716.7% | Added |
| Mesirow Financial Investment Management, Inc. | 2,138 | $325.1K | 0.01% | −3−0.1% | Reduced |
| Jacobi Capital Management LLC | 2,133 | $323.8K | 0.03% | +601+39.2% | Added |
| Lafayette Investments, Inc. | 2,125 | $322.6K | 0.07% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,118 | $321.5K | 0.03% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 2,075 | $315.0K | 0.20% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,074 | $314.9K | 0.01% | +181+9.6% | Added |
| Good Life Advisors, LLC | 2,069 | $314.1K | 0.03% | −311−13.1% | Reduced |
| Resonant Capital Advisors, LLC | 2,060 | $312.7K | 0.03% | −97−4.5% | Reduced |
| Rockland Trust Co | 2,050 | $311.2K | 0.02% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,985 | $310.6K | 0.05% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 2,043 | $310.1K | 0.13% | −4,428−68.4% | Reduced |
| Manchester Financial Inc | 2,021 | $306.8K | 0.08% | −45−2.2% | Reduced |
| ZRC Wealth Management, LLC | 2,019 | $306.5K | 0.15% | 00.0% | Unchanged |
| First National Bank of Omaha | 2,000 | $303.6K | 0.02% | +2,000 | New |
| Atlas Private Wealth Advisors | 2,000 | $303.6K | 0.05% | +2,000 | New |
| Prudent Man Advisors, LLC | 1,966 | $298.4K | 0.11% | +105+5.6% | Added |
| 1620 Investment Advisors, Inc. | 1,966 | $298.4K | 0.23% | +1,966 | New |
| SageView Advisory Group, LLC | 1,962 | $297.9K | 0.01% | +1,962 | New |
| Merit Financial Group, LLC | 1,955 | $296.8K | 0.01% | −437−18.3% | Reduced |
| Ascent Group, LLC | 1,948 | $295.7K | 0.02% | +199+11.4% | Added |
| Norden Group LLC | 1,947 | $295.6K | 0.06% | −451−18.8% | Reduced |
| Samalin Investment Counsel, LLC | 1,940 | $294.6K | 0.14% | +24+1.3% | Added |
| Shelton Capital Management | 1,930 | $293.0K | 0.01% | 00.0% | Unchanged |
| Platform Technology Partners | 1,920 | $291.5K | 0.10% | +1,920 | New |
| EverSource Wealth Advisors, LLC | 1,882 | $288.8K | 0.02% | +17+0.9% | Added |
| Stock Yards Bank & Trust Co | 1,902 | $288.7K | 0.01% | −98−4.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,891 | $287.1K | 0.00% | −241−11.3% | Reduced |
| Indie Asset Partners, LLC | 1,891 | $287.0K | 0.23% | +429+29.3% | Added |
| Fukoku Mutual Life Insurance Co | 1,889 | $286.8K | 0.02% | 00.0% | Unchanged |
| IFG Advisory, LLC | 1,875 | $284.6K | 0.02% | +1,875 | New |
| Augustine Asset Management Inc | 1,859 | $282.2K | 0.11% | +68+3.8% | Added |
| Regent Peak Wealth Advisors LLC | 1,840 | $279.3K | 0.07% | −1−0.1% | Reduced |
| Farther Finance Advisors, LLC | 1,898 | $278.1K | 0.01% | +234+14.1% | Added |
| Cornerstone Advisory, LLC | 1,828 | $277.5K | 0.04% | +20+1.1% | Added |
| Cornerstone Wealth Management, LLC | 1,811 | $275.0K | 0.02% | +139+8.3% | Added |
| Catalina Capital Group, LLC | 1,806 | $274.2K | 0.10% | +1,806 | New |
| American State Bank (Iowa) | 1,804 | $273.7K | 0.18% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,802 | $273.5K | 0.03% | +1,802 | New |
| Clearwater Capital Advisors, LLC | 1,800 | $273.2K | 0.03% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,784 | $270.8K | 0.06% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 1,776 | $269.6K | 0.07% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,766 | $268.1K | 0.06% | +751+74.0% | Added |
| Kathmere Capital Management, LLC | 1,765 | $267.9K | 0.03% | +356+25.3% | Added |
| Simmons Bank | 1,757 | $266.7K | 0.02% | −83−4.5% | Reduced |
| Kovack Advisors, Inc. | 1,754 | $266.3K | 0.03% | −316−15.3% | Reduced |
| Cabot Wealth Management Inc | 1,745 | $264.9K | 0.03% | 00.0% | Unchanged |