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
- 1,135
- +45 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
- 119
- 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 |
|---|---|---|---|---|---|
| Hillman Capital Management, Inc. | 56,521 | $9.55M | 3.28% | −5,073−8.2% | Reduced |
| Nixon Capital, LLC | 56,872 | $9.61M | 3.38% | +643+1.1% | Added |
| M&T Bank Corp | 56,941 | $9.62M | 0.03% | −2,237−3.8% | Reduced |
| Riverview Capital Advisers, LLC | 57,979 | $9.80M | 3.02% | +311+0.5% | Added |
| US Bancorp | 58,114 | $9.82M | 0.01% | −453−0.8% | Reduced |
| Wealthfront Advisers LLC | 58,276 | $9.85M | 0.03% | −785−1.3% | Reduced |
| DnB Asset Management AS | 58,494 | $9.89M | 0.04% | +3,314+6.0% | Added |
| Sun Life Financial INC | 59,145 | $10.0M | 0.56% | +59,145 | New |
| Pensionfund DSM Netherlands | 59,708 | $10.1M | 4.62% | 00.0% | Unchanged |
| Mariner, LLC | 60,290 | $10.2M | 0.02% | +2,674+4.6% | Added |
| GYL Financial Synergies, LLC | 60,517 | $10.2M | 0.77% | +193+0.3% | Added |
| Huntington National Bank | 60,697 | $10.3M | 0.07% | +5,282+9.5% | Added |
| Janus Henderson Group PLC | 60,818 | $10.3M | 0.01% | −839−1.4% | Reduced |
| Colony Group, LLC | 61,317 | $10.4M | 0.03% | +57,879+1,683.5% | Added |
| Cetera Investment Advisers | 61,652 | $10.4M | 0.02% | +202+0.3% | Added |
| Amalgamated Bank | 62,293 | $10.5M | 0.09% | −4,484−6.7% | Reduced |
| Czech National Bank | 62,431 | $10.6M | 0.11% | +321+0.5% | Added |
| Zimmer Partners, LP | 62,500 | $10.6M | 0.20% | 00.0% | Unchanged |
| MML Investors Services, LLC | 62,739 | $10.6M | 0.04% | +4,144+7.1% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 63,948 | $10.8M | 0.73% | −569−0.9% | Reduced |
| Independent Advisor Alliance | 66,793 | $11.3M | 0.41% | −1,802−2.6% | Reduced |
| Biondo Investment Advisors, LLC | 67,141 | $11.3M | 1.56% | +473+0.7% | Added |
| Squarepoint Ops LLC | 67,293 | $11.4M | 0.04% | +39,659+143.5% | Added |
| Capital Fund Management S.A. | 67,639 | $11.4M | 0.13% | −117,002−63.4% | Reduced |
| Xponance, Inc. | 70,076 | $11.8M | 0.11% | +6,029+9.4% | Added |
| LGT Group Foundation | 70,418 | $11.9M | 0.19% | +196+0.3% | Added |
| Janney Montgomery Scott LLC | 70,384 | $11.9M | 0.03% | −6,166−8.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 70,738 | $12.0M | 0.34% | +16,670+30.8% | Added |
| Edgemoor Investment Advisors, Inc. | 70,931 | $12.0M | 1.04% | +1,905+2.8% | Added |
| Vident Advisory, LLC | 72,404 | $12.2M | 0.31% | −5,467−7.0% | Reduced |
| Woodline Partners LP | 73,394 | $12.4M | 0.10% | +73,394 | New |
| USS Investment Management Ltd | 74,614 | $12.6M | 0.09% | +130.0% | Added |
| Whittier Trust Co | 74,815 | $12.6M | 0.17% | +2,796+3.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 75,817 | $12.8M | 0.13% | +75,817 | New |
| Corebridge Financial, Inc. | 77,931 | $13.2M | 0.07% | −7,350−8.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 77,923 | $13.4M | 0.12% | +7,367+10.4% | Added |
| Creative Planning | 79,678 | $13.5M | 0.01% | +3,696+4.9% | Added |
| Lighthouse Investment Partners, LLC | 80,000 | $13.5M | 0.73% | −2,500−3.0% | Reduced |
| Vestcor Inc | 80,123 | $13.5M | 0.43% | +1,677+2.1% | Added |
| CI Private Wealth, LLC | 80,836 | $13.7M | 0.02% | +4,184+5.5% | Added |
| Nissay Asset Management Corp | 81,657 | $13.8M | 0.09% | +420+0.5% | Added |
| Davis Selected Advisers | 83,580 | $14.1M | 0.08% | −1,560−1.8% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 88,652 | $15.0M | 0.35% | +88,652 | New |
| Varma Mutual Pension Insurance Co | 90,049 | $15.2M | 0.12% | −5,400−5.7% | Reduced |
| Bruni J V & Co | 90,479 | $15.3M | 1.70% | −50,628−35.9% | Reduced |
| Rockefeller Capital Management L.P. | 92,207 | $15.6M | 0.04% | +12,990+16.4% | Added |
| Sienna Gestion | 92,511 | $15.6M | 1.04% | +18,713+25.4% | Added |
| MetLife Investment Management | 93,061 | $15.7M | 0.09% | −7,621−7.6% | Reduced |
| Arizona State Retirement System | 93,453 | $15.8M | 0.10% | −1,024−1.1% | Reduced |
| Lazard Asset Management LLC | 95,304 | $16.1M | 0.02% | −230,226−70.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 96,339 | $16.3M | 0.18% | −349−0.4% | Reduced |
| Payden & Rygel | 97,050 | $16.4M | 1.26% | +10,600+12.3% | Added |
| Commonwealth Equity Services, LLC | 97,895 | $16.5M | 0.03% | −5,630−5.4% | Reduced |
| Janney Capital Management LLC | 98,343 | $16.6M | 1.12% | −939−0.9% | Reduced |
| Achmea Investment Management B.V. | 98,581 | $16.7M | 0.27% | +19,345+24.4% | Added |
| State of Michigan Retirement System | 99,149 | $16.8M | 0.08% | −5,800−5.5% | Reduced |
| Pacific Heights Asset Management LLC | 100,000 | $16.9M | 1.26% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 100,451 | $17.0M | 0.08% | +83,049+477.2% | Added |
| American Assets Capital Advisers, LLC | 100,731 | $17.0M | 5.23% | −20,056−16.6% | Reduced |
| Sound Income Strategies, LLC | 101,748 | $17.2M | 1.11% | +5,138+5.3% | Added |
| Brookfield Asset Management Inc. | 103,918 | $17.6M | 0.10% | −109,298−51.3% | Reduced |
| B&I Capital AG | 105,530 | $17.8M | 5.17% | −3,100−2.9% | Reduced |
| La Banque Postale Asset Management SA | 109,335 | $18.5M | 0.28% | +70,200+179.4% | Added |
| Balyasny Asset Management LLC | 109,644 | $18.5M | 0.05% | +106,716+3,644.7% | Added |
| Acadian Asset Management LLC | 111,846 | $18.9M | 0.06% | +12,821+12.9% | Added |
| Exchange Traded Concepts, LLC | 113,462 | $19.2M | 0.46% | +56,862+100.5% | Added |
| Prana Capital Management, LP | 114,369 | $19.3M | 0.89% | −51,057−30.9% | Reduced |
| Mercer Global Advisors Inc | 114,665 | $19.4M | 0.05% | +5,348+4.9% | Added |
| First Trust Advisors LP | 115,914 | $19.6M | 0.02% | −960−0.8% | Reduced |
| Weiss Asset Management LP | 116,616 | $19.7M | 0.50% | +116,616 | New |
| Guggenheim Capital LLC | 117,999 | $19.9M | 0.14% | −33,113−21.9% | Reduced |
| Forsta Ap-Fonden | 118,200 | $20.0M | 0.15% | +28,500+31.8% | Added |
| TD Asset Management Inc | 121,963 | $20.5M | 0.02% | −2,372−1.9% | Reduced |
| Vert Asset Management LLC | 121,615 | $20.6M | 7.09% | +688+0.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 123,320 | $20.8M | 0.13% | −5,543−4.3% | Reduced |
| CIBC World Markets Corp | 123,758 | $20.9M | 0.15% | +81,786+194.9% | Added |
| Thrivent Financial for Lutherans | 124,266 | $21.0M | 0.04% | −2,375−1.9% | Reduced |
| UniSuper Management Pty Ltd | 126,458 | $21.4M | 0.16% | +16,127+14.6% | Added |
| Swedbank AB | 132,070 | $22.3M | 0.03% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 133,586 | $22.6M | 0.37% | +1,562+1.2% | Added |
| Korea Investment CORP | 133,588 | $22.6M | 0.05% | +7,458+5.9% | Added |
| Kempen Capital Management N.V. | 138,234 | $23.4M | 0.24% | +117,106+554.3% | Added |
| ExodusPoint Capital Management, LP | 139,878 | $23.6M | 0.24% | +139,878 | New |
| IFM Investors Pty Ltd | 140,186 | $23.7M | 0.23% | +304+0.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 145,006 | $24.5M | 0.94% | −450−0.3% | Reduced |
| Fort Washington Investment Advisors Inc | 145,142 | $24.5M | 0.15% | −12,218−7.8% | Reduced |
| Nordea Investment Management AB | 148,583 | $25.0M | 0.03% | +5,389+3.8% | Added |
| Candriam Luxembourg S.C.A. | 148,615 | $25.1M | 0.14% | +77,942+110.3% | Added |
| Mackenzie Financial Corp | 150,231 | $25.4M | 0.04% | −5,863−3.8% | Reduced |
| Handelsbanken Fonder AB | 150,705 | $25.5M | 0.10% | +1,028+0.7% | Added |
| Danske Bank A/S | 152,740 | $25.8M | 0.09% | +5,800+3.9% | Added |
| Employees Retirement System of Texas | 153,579 | $26.0M | 0.22% | +27,000+21.3% | Added |
| Toronto Dominion Bank | 155,705 | $26.3M | 0.05% | −15,664−9.1% | Reduced |
| Van Eck Associates Corp | 153,314 | $26.6M | 0.03% | +16,032+11.7% | Added |
| Factory Mutual Insurance Co | 160,592 | $27.1M | 0.28% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 163,953 | $27.7M | 1.85% | +163,784+96,913.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 164,924 | $27.9M | 0.09% | −13,246−7.4% | Reduced |
| National Bank of Canada | 173,247 | $29.3M | 0.04% | −51,191−22.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 174,922 | $29.4M | 0.17% | −15,418−8.1% | Reduced |
| AQR Capital Management LLC | 179,857 | $30.0M | 0.04% | +39,457+28.1% | Added |