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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.

Institutional holdersQ3 2024: 1,136 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 heldQ3 2024: $48.8B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q2 2024.

Institutions holding SPG in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Fuller & Thaler Asset Management, Inc.0$20.00%0Unchanged
Financial Gravity Companies, Inc.0$30.00%0New
Dogwood Wealth Management LLC0$50.00%0Unchanged
Annapolis Financial Services, LLC1$1700.00%+1New
Mendota Financial Group, LLC1$1700.00%+1New
MeadowBrook Investment Advisors LLC2$3380.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC2$3380.00%00.0%Unchanged
WestEnd Advisors, LLC2$3380.00%+2New
Creekmur Asset Management LLC3$5070.00%00.0%Unchanged
West Branch Capital LLC3$5080.00%+3New
Washington Growth Strategies LLC110$6470.05%+110New
Reston Wealth Management LLC4$6760.00%+4New
Macroview Investment Management LLC5$8460.00%00.0%Unchanged
Voisard Asset Management Group, Inc.5$8460.00%+5New
Semmax Financial Advisors Inc.5$9550.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.2$1.00K0.00%−381−99.5%Reduced
NVWM, LLC6$1.01K0.00%−2−25.0%Reduced
Cape Investment Advisory, Inc.6$1.01K0.00%00.0%Unchanged
VitalStone Financial, LLC7$1.18K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC10$1.69K0.00%00.0%Unchanged
Core Alternative Capital14$2.37K0.00%00.0%Unchanged
New Millennium Group LLC14$2.43K0.00%−1−6.7%Reduced
Frazier Financial Advisors, LLC16$2.71K0.00%−21−56.8%Reduced
Cornerstone Planning Group LLC16$2.75K0.00%+3+23.1%Added
PFG Private Wealth Management, LLC17$2.87K0.00%00.0%Unchanged
Eagle Bay Advisors LLC17$2.87K0.00%00.0%Unchanged
Darwin Advisors, LLC17$2.87K0.00%+17New
ClariVest Asset Management LLC20$3.02K0.00%00.0%Unchanged
McIlrath & Eck, LLC18$3.04K0.00%00.0%Unchanged
MCF Advisors LLC22$3.72K0.00%00.0%Unchanged
Red Tortoise LLC23$3.89K0.00%00.0%Unchanged
Davis Capital Management23$3.89K0.00%+23New
South State Corp.27$4.56K0.00%00.0%Unchanged
HM Payson & Co27$4.56K0.00%+27New
Archer Investment Corp29$4.82K0.00%+9+45.0%Added
Glen Eagle Advisors, LLC29$4.90K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC31$5.24K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC32$5.37K0.00%00.0%Unchanged
Creative Capital Management Investments LLC33$5.58K0.00%00.0%Unchanged
Arrow Financial Corp34$5.75K0.00%00.0%Unchanged
Raffa Wealth Management, LLC34$5.75K0.00%00.0%Unchanged
Sachetta, LLC34$5.75K0.00%+5+17.2%Added
Leonteq Securities AG38$6.42K0.00%−646−94.4%Reduced
Jackson, Grant Investment Advisers, Inc.38$6.42K0.00%00.0%Unchanged
Aspect Partners, LLC38$6.42K0.00%00.0%Unchanged
WR Wealth Planners, LLC39$6.59K0.00%00.0%Unchanged
Continuum Advisory, LLC37$6.60K0.00%+18+94.7%Added
Independence Bank of Kentucky40$6.76K0.00%00.0%Unchanged
Avion Wealth44$7.00K0.00%−3−6.4%Reduced
Gold Investment Management Ltd.45$7.61K0.00%00.0%Unchanged
Dunhill Financial, LLC50$8.40K0.00%+22+78.6%Added
Godsey & Gibb Associates50$8.45K0.00%00.0%Unchanged
Colonial Trust Advisors50$8.45K0.00%00.0%Unchanged
Oakworth Capital, Inc.52$8.79K0.00%00.0%Unchanged
Anfield Capital Management, LLC53$8.96K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC56$9.46K0.01%00.0%Unchanged
Northwest Investment Counselors, LLC56$9.46K0.00%+56New
Costello Asset Management, INC60$10.1K0.01%−2−3.2%Reduced
Cullen/Frost Bankers, Inc.62$10.5K0.00%00.0%Unchanged
Aviso Financial Inc.62$10.5K0.00%+62New
Kayne Anderson Rudnick Investment Management LLC65$11.0K0.00%−7−9.7%Reduced
Adirondack Trust Co66$11.2K0.00%00.0%Unchanged
Hexagon Capital Partners LLC68$11.4K0.00%+1+1.5%Added
Christopher J. Hasenberg, Inc69$11.5K0.00%00.0%Unchanged
Grove Bank & Trust70$11.8K0.00%+46+191.7%Added
Wolff Wiese Magana LLC71$12.0K0.01%+66+1,320.0%Added
Hollencrest Capital Management72$12.2K0.00%+30+71.4%Added
Asset Dedication, LLC73$12.3K0.00%00.0%Unchanged
Bell Investment Advisors, Inc74$12.5K0.00%00.0%Unchanged
Private Wealth Management Group, LLC75$12.7K0.01%+2+2.7%Added
Center for Financial Planning, Inc.76$12.8K0.00%−11−12.6%Reduced
Financial Management Professionals, Inc.79$13.0K0.00%−6−7.1%Reduced
True Wealth Design, LLC79$13.4K0.01%+79New
Hemington Wealth Management85$14.0K0.00%+85New
Washington Trust Advisors, Inc.98$16.6K0.00%−4−3.9%Reduced
Pacific Center for Financial Services99$16.7K0.00%00.0%Unchanged
Johnson Financial Group, Inc.100$16.9K0.00%−400−80.0%Reduced
Operose Advisors LLC100$16.9K0.01%−110−52.4%Reduced
Provenance Wealth Advisors, LLC100$16.9K0.00%00.0%Unchanged
Pathway Financial Advisers, LLC104$17.6K0.01%−84−44.7%Reduced
Ancora Advisors, LLC105$17.7K0.00%−1−0.9%Reduced
Grayhawk Investment Strategies Inc.105$17.7K0.03%00.0%Unchanged
Richardson Financial Services Inc.120$18.2K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.109$18.4K0.01%00.0%Unchanged
Fairscale Capital, LLC110$18.6K0.02%00.0%Unchanged
First United Bank Trust113$19.1K0.01%00.0%Unchanged
WFA of San Diego, LLC118$19.9K0.02%00.0%Unchanged
Western Pacific Wealth Management, LP120$20.3K0.01%+120New
Raleigh Capital Management Inc.122$20.6K0.01%−1−0.8%Reduced
EnRich Financial Partners LLC123$20.8K0.01%−15−10.9%Reduced
Abound Wealth Management125$21.1K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC127$21.4K0.00%+2+1.6%Added
Global Financial Private Client, LLC128$21.6K0.01%+128New
Riverview Trust Co135$22.8K0.02%+6+4.7%Added
West Paces Advisors Inc.138$23.3K0.01%00.0%Unchanged
Brown Brothers Harriman & Co140$23.7K0.00%+67+91.8%Added
Bartlett & Co. Wealth Management LLC145$24.5K0.00%00.0%Unchanged
Colonial Trust Co152$24.6K0.00%−10−6.2%Reduced
Boyd Watterson Asset Management LLC153$25.9K0.01%00.0%Unchanged
Covestor Ltd152$26.0K0.02%−7−4.4%Reduced