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Livermore
ZHEN

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.

Institutional holdersQ2 2024: 1,105 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ2 2024: $43.7B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$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.

Institutions holding SPG in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Deseret Mutual Benefit Administrators1,739$264.0K0.12%−6−0.3%Reduced
VELA Investment Management, LLC1,734$263.2K0.09%−2,500−59.0%Reduced
Alps Advisors Inc1,734$263.2K0.00%00.0%Unchanged
Synovus Financial Corp1,730$262.8K0.00%+35+2.1%Added
North Star Investment Management Corp.1,730$262.6K0.02%−41−2.3%Reduced
Lindbrook Capital, LLC1,726$262.0K0.02%+44+2.6%Added
Quotient Wealth Partners, LLC1,709$259.4K0.01%+168+10.9%Added
Beck Mack & Oliver LLC1,700$258.1K0.01%+1,700New
Leo Wealth, LLC1,707$257.7K0.03%−113−6.2%Reduced
BNP Paribas1,688$256.2K0.01%00.0%Unchanged
William Allan, LLC1,685$256.0K0.17%+175+11.6%Added
Regions Financial Corp1,683$255.5K0.00%−720−30.0%Reduced
Burney Co1,681$255.2K0.01%+336+25.0%Added
Insigneo Advisory Services, LLC1,719$254.4K0.03%−2,783−61.8%Reduced
M&G Plc1,671$254.0K0.00%−28,161−94.4%Reduced
Barry Investment Advisors, LLC1,671$253.6K0.09%+37+2.3%Added
Tiaa Trust, National Association1,661$252.1K0.00%−252−13.2%Reduced
Dearborn Partners LLC1,658$251.7K0.01%+50+3.1%Added
Worth Venture Partners, LLC1,650$250.5K1.96%00.0%Unchanged
Socha Financial Group, LLC1,650$250.4K0.12%+200+13.8%Added
KLCM Advisors, Inc.1,644$249.6K0.03%00.0%Unchanged
Callan Family Office, LLC1,643$249.4K0.05%+1,643New
Kingsview Wealth Management, LLC1,639$248.8K0.01%+1,639New
Strategic Wealth Designers1,691$247.8K0.03%+1,691New
Abbrea Capital, LLC1,627$247.0K0.03%+123+8.2%Added
Godshalk Welsh Capital Management, Inc.1,625$246.7K0.16%00.0%Unchanged
Childress Capital Advisors, LLC1,600$242.9K0.07%−24−1.5%Reduced
Cladis Investment Advisory, LLC1,600$242.9K0.18%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.1,559$236.7K0.03%+4+0.3%Added
MRP Capital Investments, LLC1,555$236.0K0.22%−125−7.4%Reduced
Aptus Capital Advisors, LLC1,554$235.9K0.00%+76+5.1%Added
Weil Company, Inc.1,553$235.7K0.09%+1,553New
Dorsey Wright & Associates1,546$235.0K0.06%−375−19.5%Reduced
Morningstar Investment Services LLC1,571$235.0K0.00%+119+8.2%Added
PAX Financial Group, LLC1,531$232.3K0.05%−156−9.2%Reduced
First National Bank1,528$231.9K0.17%00.0%Unchanged
Fiduciary Trust Co1,513$229.7K0.00%+28+1.9%Added
Carnegie Capital Asset Management, LLC1,504$228.3K0.01%00.0%Unchanged
EJF Capital LLC1,500$227.7K0.17%−500−25.0%Reduced
Lavaca Capital LLC1,500$227.7K0.12%00.0%Unchanged
Howard Capital Management Group, LLC1,490$226.2K0.02%00.0%Unchanged
Gryphon Financial Partners LLC1,486$225.6K0.03%+1,486New
Schwarz Dygos Wheeler Investment Advisors LLC1,467$222.7K0.06%00.0%Unchanged
First Horizon Advisors, Inc.1,460$221.6K0.01%−11−0.7%Reduced
Hudson Valley Investment Advisors Inc1,550$220.6K0.03%+1,550New
Mission Wealth Management, LP1,451$220.2K0.01%−956−39.7%Reduced
Cidel Asset Management Inc1,448$219.8K0.02%−84−5.5%Reduced
Icon Wealth Advisors, LLC1,432$219.7K0.02%−170−10.6%Reduced
V-Square Quantitative Management LLC1,444$219.2K0.04%−311−17.7%Reduced
Galvin, Gaustad & Stein, LLC1,442$218.9K0.02%+1,442New
Fort Sheridan Advisors LLC1,439$218.4K0.04%+1,439New
EP Wealth Advisors, LLC1,438$218.2K0.00%+1,438New
Ronald Blue Trust, Inc.1,384$216.6K0.00%+1,134+453.6%Added
Capasso Planning Partners LLC1,423$216.0K0.07%+1+0.1%Added
Sentry Investment Management LLC1,426$216.0K0.10%−292−17.0%Reduced
Modera Wealth Management, LLC1,420$215.6K0.00%00.0%Unchanged
Legacy Advisors, LLC1,405$213.3K0.03%+97+7.4%Added
American Trust Investment Advisors, LLC1,400$212.5K0.10%−185−11.7%Reduced
TD Private Client Wealth LLC1,400$212.5K0.01%00.0%Unchanged
PDS Planning, Inc1,397$212.1K0.02%+83+6.3%Added
Inceptionr LLC1,392$211.3K0.06%−5,092−78.5%Reduced
Breakwater Capital Group1,376$208.9K0.05%00.0%Unchanged
KMG Fiduciary Partners, LLC1,375$208.8K0.02%−19−1.4%Reduced
Gamco Investors, Inc. Et Al1,370$208.0K0.00%+90+7.0%Added
Moors & Cabot, Inc.1,367$207.5K0.01%−345−20.2%Reduced
Silvercrest Asset Management Group LLC1,356$205.8K0.00%+28+2.1%Added
Ridgewood Investments LLC1,351$205.1K0.10%−328−19.5%Reduced
Smithfield Trust Co1,350$205.0K0.01%−555−29.1%Reduced
Sloy Dahl & Holst, LLC1,350$204.9K0.04%−330−19.6%Reduced
Atlantic Edge Private Wealth Management, LLC1,350$204.9K0.07%00.0%Unchanged
Silver Lake Group, L.L.C.1,350$204.9K0.00%+1,350New
Wiley Bros.-Aintree Capital, LLC1,346$204.3K0.01%+1,346New
Simon Quick Advisors, LLC1,338$203.2K0.01%+1,338New
Optas, LLC1,338$203.1K0.05%+1,338New
Catalyst Financial Partners LLC1,328$201.6K0.04%+1,328New
U.S. Capital Wealth Advisors, LLC1,325$201.1K0.01%+7+0.5%Added
Verus Capital Partners, LLC1,320$200.4K0.02%−69−5.0%Reduced
Qube Research & Technologies Ltd1,293$196.3K0.00%−4,901−79.1%Reduced
Logan Capital Management Inc1,272$193.1K0.01%00.0%Unchanged
Ci Investments Inc.1,226$186.0K0.00%−1,064−46.5%Reduced
Parkside Financial Bank & Trust1,207$183.2K0.03%−3−0.2%Reduced
Hilltop National Bank1,193$181.1K0.06%00.0%Unchanged
Motco1,192$180.9K0.01%+168+16.4%Added
Clearstead Advisors, LLC1,188$180.3K0.00%+180+17.9%Added
Massmutual Trust Co FSB1,188$180.3K0.01%+129+12.2%Added
Central Trust Co1,162$176.4K0.00%−125−9.7%Reduced
Allworth Financial LP1,129$173.3K0.00%+54+5.0%Added
Ashton Thomas Private Wealth, LLC1,132$171.8K0.01%+1,132New
Thompson Investment Management, Inc.1,117$169.6K0.03%−17−1.5%Reduced
Activest Wealth Management1,075$163.2K0.05%+920+593.5%Added
Abich Financial Wealth Management LLC1,069$162.3K0.11%+1,061+13,262.5%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,020$154.8K0.06%00.0%Unchanged
Cromwell Holdings LLC1,013$153.8K0.09%+1,013New
Smartleaf Asset Management LLC1,022$153.1K0.03%+351+52.3%Added
Vestor Capital, LLC1,000$152.0K0.01%00.0%Unchanged
Benjamin Edwards Inc1,000$152.0K0.03%00.0%Unchanged
Rowland & Co Investment Counsel1,000$151.8K0.03%00.0%Unchanged
Alta Advisers Ltd1,000$151.8K0.07%00.0%Unchanged
AllSquare Wealth Management LLC1,000$151.8K0.09%00.0%Unchanged
Capstone Investment Advisors, LLC988$150.0K0.00%+988New