Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
In the last 90 days, Simon Property Group Inc. insiders filed 11 open-market purchases and 0 sales; 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, Q3 2024
Institutional positions in Simon Property Group Inc. as of Sep 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
- 1,136
- +46 vs. Q2 2024
- Shares held
- 289.5M
- +35.1M (+13.8%) vs. Q2 2024
- Total value
- $48.8B
- +$10.2B (+26.6%) vs. Q2 2024
- New holders
- 120
- 434 more added
- Sold out
- 74
- 392 more reduced
15 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 45,474,467 | $7.69B | 0.14% | −702,531−1.5% | Reduced |
| BlackRock, Inc. | 35,708,493 | $6.04B | 0.13% | +35,708,493 | New |
| State Street Corp | 21,061,275 | $3.56B | 0.14% | −350,514−1.6% | Reduced |
| Cohen & Steers, Inc. | 18,087,844 | $3.06B | 5.44% | −432,372−2.3% | Reduced |
| Norges Bank | 12,323,948 | $2.08B | 0.29% | −5,118,927−29.3% | Reduced |
| Geode Capital Management, LLC | 8,929,260 | $1.51B | 0.12% | −205,684−2.3% | Reduced |
| Bank of America Corp | 6,513,717 | $1.10B | 0.10% | +32,381+0.5% | Added |
| Morgan Stanley | 5,551,454 | $938.3M | 0.07% | −150,016−2.6% | Reduced |
| Dimensional Fund Advisors LP | 4,534,288 | $766.4M | 0.19% | −86,731−1.9% | Reduced |
| JPMorgan Chase & Co | 4,463,808 | $754.5M | 0.06% | +298,250+7.2% | Added |
| FMR LLC | 4,330,039 | $731.9M | 0.04% | −1,038,256−19.3% | Reduced |
| Nuveen Asset Management, LLC | 4,261,620 | $720.3M | 0.20% | −244,230−5.4% | Reduced |
| Legal & General Group Plc | 4,083,586 | $690.2M | 0.18% | −158,650−3.7% | Reduced |
| Northern Trust Corp | 3,744,458 | $632.9M | 0.10% | −190,770−4.8% | Reduced |
| Invesco Ltd. | 3,674,064 | $621.0M | 0.12% | +211,708+6.1% | Added |
| Charles Schwab Investment Management Inc | 3,573,111 | $603.9M | 0.12% | −42,605−1.2% | Reduced |
| Price T Rowe Associates Inc | 3,572,065 | $603.8M | 0.07% | −102,220−2.8% | Reduced |
| Daiwa Securities Group Inc. | 3,476,306 | $587.6M | 2.71% | −111,601−3.1% | Reduced |
| UBS Asset Management Americas Inc | 3,191,296 | $539.4M | 0.14% | +2,746,503+617.5% | Added |
| Deutsche Bank AG | 2,966,867 | $501.5M | 0.20% | −222,389−7.0% | Reduced |
| Smead Capital Management, Inc. | 2,620,355 | $442.9M | 6.32% | +88,378+3.5% | Added |
| Boston Partners | 2,341,736 | $395.8M | 0.47% | +37,379+1.6% | Added |
| Bank of New York Mellon Corp | 2,265,535 | $382.9M | 0.07% | −192,267−7.8% | Reduced |
| Goldman Sachs Group Inc | 1,942,125 | $328.3M | 0.06% | −368,581−16.0% | Reduced |
| Centersquare Investment Management LLC | 1,758,820 | $297.3M | 2.79% | −36,686−2.0% | Reduced |
| Cbre Clarion Securities LLC | 1,685,059 | $284.8M | 4.53% | −121,096−6.7% | Reduced |
| Amundi | 1,564,974 | $262.4M | 0.10% | +253,767+19.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,487,897 | $251.5M | 0.17% | +25,519+1.7% | Added |
| Russell Investments Group, Ltd. | 1,429,185 | $241.5M | 0.35% | +4,331+0.3% | Added |
| Prudential Financial Inc | 1,428,366 | $241.4M | 0.34% | +304,414+27.1% | Added |
| Ameriprise Financial Inc | 1,411,434 | $239.0M | 0.06% | +62,607+4.6% | Added |
| Royal Bank of Canada | 1,309,182 | $221.3M | 0.05% | +150,447+13.0% | Added |
| Principal Financial Group Inc | 1,277,828 | $216.0M | 0.12% | −14,212−1.1% | Reduced |
| Los Angeles Capital Management LLC | 1,259,648 | $212.9M | 0.86% | +993,694+373.6% | Added |
| Neuberger Berman Group LLC | 1,251,936 | $211.6M | 0.17% | +630,144+101.3% | Added |
| PGGM Investments | 1,238,123 | $209.3M | 2.68% | 00.0% | Unchanged |
| UBS Group AG | 1,234,829 | $208.7M | 0.06% | +292,824+31.1% | Added |
| HSBC Holdings PLC | 1,191,955 | $201.3M | 0.13% | +117,368+10.9% | Added |
| Duff & Phelps Investment Management Co | 1,142,010 | $193.0M | 2.22% | +73,742+6.9% | Added |
| Canada Pension Plan Investment Board | 1,075,197 | $181.7M | 0.17% | +10,130+1.0% | Added |
| SEI Investments Co | 1,070,343 | $180.9M | 0.23% | +26,086+2.5% | Added |
| Schroder Investment Management Group | 997,562 | $168.6M | 0.17% | −139,217−12.2% | Reduced |
| Barclays PLC | 978,900 | $165.5M | 0.07% | −130,075−11.7% | Reduced |
| Swiss National Bank | 967,327 | $163.5M | 0.11% | +2,400+0.2% | Added |
| Panagora Asset Management Inc | 938,699 | $158.7M | 0.76% | −35,636−3.7% | Reduced |
| National Pension Service | 929,095 | $157.0M | 0.15% | +105,638+12.8% | Added |
| Bessemer Group Inc | 902,907 | $152.6M | 0.25% | +25,999+3.0% | Added |
| Wells Fargo & Company | 896,922 | $151.6M | 0.04% | +70,757+8.6% | Added |
| HighTower Advisors, LLC | 893,411 | $151.0M | 0.22% | +111,933+14.3% | Added |
| Wellington Management Group LLP | 884,192 | $149.4M | 0.03% | −858,479−49.3% | Reduced |
| APG Asset Management US Inc. | 862,004 | $146.2M | 0.99% | −5,057−0.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 855,372 | $144.6M | 0.12% | +659,324+336.3% | Added |
| Alliancebernstein L.P. | 851,440 | $143.9M | 0.05% | +10,847+1.3% | Added |
| Franklin Resources Inc | 819,921 | $140.8M | 0.04% | −6,421−0.8% | Reduced |
| Bank of Montreal | 829,394 | $139.1M | 0.07% | +33,432+4.2% | Added |
| Rhumbline Advisers | 733,969 | $124.1M | 0.11% | −34,866−4.5% | Reduced |
| Parnassus Investments | 718,854 | $121.5M | 0.26% | +8,619+1.2% | Added |
| Millennium Management LLC | 704,282 | $119.0M | 0.10% | +414,553+143.1% | Added |
| Great West Life Assurance Co | 687,449 | $116.3M | 0.20% | −56,306−7.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 655,300 | $110.8M | 0.22% | +489,519+295.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 650,931 | $110.0M | 0.12% | +13,906+2.2% | Added |
| Macquarie Group Ltd | 600,728 | $101.5M | 0.11% | +24,620+4.3% | Added |
| Asset Management One Co.,Ltd. | 583,943 | $98.7M | 0.35% | −25,411−4.2% | Reduced |
| California Public Employees Retirement System | 582,296 | $98.4M | 0.07% | −27,586−4.5% | Reduced |
| Allianz Asset Management GmbH | 580,943 | $98.2M | 0.15% | +23,166+4.2% | Added |
| Public Employees Retirement System of Ohio | 579,766 | $98.0M | 0.42% | −26,710−4.4% | Reduced |
| Lasalle Investment Management Securities LLC | 551,782 | $93.3M | 3.57% | +54,192+10.9% | Added |
| California State Teachers Retirement System | 525,329 | $88.8M | 0.10% | +272+0.1% | Added |
| Robeco Institutional Asset Management B.V. | 523,298 | $88.4M | 0.18% | −44,699−7.9% | Reduced |
| Adelante Capital Management LLC | 516,313 | $87.3M | 5.64% | −61,132−10.6% | Reduced |
| Nomura Asset Management Co Ltd | 487,082 | $82.3M | 0.25% | −17,115−3.4% | Reduced |
| BNP Paribas Arbitrage, SA | 477,481 | $80.7M | 0.08% | +127,310+36.4% | Added |
| Heitman Real Estate Securities LLC | 452,323 | $76.5M | 4.17% | −24,441−5.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 435,719 | $73.6M | 0.34% | +12,498+3.0% | Added |
| American Century Companies Inc | 417,832 | $70.6M | 0.04% | −414,839−49.8% | Reduced |
| TCW Group Inc | 400,026 | $67.6M | 0.59% | +20,215+5.3% | Added |
| Envestnet Asset Management Inc | 394,208 | $66.6M | 0.02% | +15,679+4.1% | Added |
| 1832 Asset Management L.P. | 393,296 | $66.5M | 0.11% | +393,220+517,394.7% | Added |
| Voloridge Investment Management, LLC | 374,497 | $63.3M | 0.23% | −36,437−8.9% | Reduced |
| Stifel Financial Corp | 369,014 | $62.4M | 0.07% | −24,985−6.3% | Reduced |
| LPL Financial LLC | 351,327 | $59.4M | 0.03% | +11,572+3.4% | Added |
| Standard Life Aberdeen plc | 349,272 | $58.9M | 0.11% | −127,123−26.7% | Reduced |
| Ensign Peak Advisors, Inc | 342,012 | $57.8M | 0.10% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 335,906 | $56.8M | 0.04% | +114,088+51.4% | Added |
| KBC Group NV | 325,704 | $55.1M | 0.17% | +232,840+250.7% | Added |
| New York State Teachers Retirement System | 322,078 | $54.4M | 0.11% | −21,889−6.4% | Reduced |
| State Board of Administration of Florida Retirement System | 316,281 | $53.5M | 0.10% | −5,340−1.7% | Reduced |
| Castle Hook Partners LP | 314,252 | $53.1M | 1.59% | −15,611−4.7% | Reduced |
| Capital Advisors Inc | 313,477 | $53.0M | 1.06% | +35,155+12.6% | Added |
| Allspring Global Investments Holdings, LLC | 309,029 | $52.2M | 0.08% | −2,332−0.7% | Reduced |
| Natixis | 306,548 | $51.8M | 0.32% | +292,758+2,123.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 300,106 | $50.7M | 0.12% | −9,643−3.1% | Reduced |
| Storebrand Asset Management AS | 295,365 | $49.9M | 0.16% | −3,729−1.2% | Reduced |
| LSV Asset Management | 280,500 | $47.4M | 0.10% | −14,200−4.8% | Reduced |
| Raymond James & Associates | 274,616 | $46.4M | 0.03% | +6,358+2.4% | Added |
| Citadel Advisors LLC | 274,151 | $46.3M | 0.05% | +51,824+23.3% | Added |
| Aew Capital Management L P | 270,505 | $45.7M | 1.97% | −41,010−13.2% | Reduced |
| State of New Jersey Common Pension Fund D | 270,070 | $45.6M | 0.19% | +465+0.2% | Added |
| AXA S.A. | 267,199 | $45.2M | 0.13% | +33,838+14.5% | Added |
| Uniplan Investment Counsel, Inc. | 258,378 | $43.7M | 3.81% | −22,415−8.0% | Reduced |