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 | 1,201 | $48.9B |
| Q4 2024 | 1,194 | $50.4B |
| Q3 2024 | 1,135 | $48.8B |
| Q2 2024 | 1,105 | $43.7B |
| Q1 2024 | 1,083 | $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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 1,251,936 | $211.6M | 0.17% | +630,144+101.3% | Added |
| Los Angeles Capital Management LLC | 1,259,648 | $212.9M | 0.86% | +993,694+373.6% | Added |
| Principal Financial Group Inc | 1,277,828 | $216.0M | 0.12% | −14,212−1.1% | Reduced |
| Royal Bank of Canada | 1,309,182 | $221.3M | 0.05% | +150,447+13.0% | Added |
| Ameriprise Financial Inc | 1,411,434 | $239.0M | 0.06% | +62,607+4.6% | Added |
| Prudential Financial Inc | 1,428,366 | $241.4M | 0.34% | +304,414+27.1% | Added |
| Russell Investments Group, Ltd. | 1,429,185 | $241.5M | 0.35% | +4,331+0.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,487,897 | $251.5M | 0.17% | +25,519+1.7% | Added |
| Amundi | 1,564,974 | $262.4M | 0.10% | +253,767+19.4% | Added |
| Cbre Clarion Securities LLC | 1,685,059 | $284.8M | 4.53% | −121,096−6.7% | Reduced |
| Centersquare Investment Management LLC | 1,758,820 | $297.3M | 2.79% | −36,686−2.0% | Reduced |
| Goldman Sachs Group Inc | 1,942,125 | $328.3M | 0.06% | −368,581−16.0% | Reduced |
| Bank of New York Mellon Corp | 2,265,535 | $382.9M | 0.07% | −192,267−7.8% | Reduced |
| Boston Partners | 2,341,736 | $395.8M | 0.47% | +37,379+1.6% | Added |
| Smead Capital Management, Inc. | 2,620,355 | $442.9M | 6.32% | +88,378+3.5% | Added |
| Deutsche Bank AG | 2,966,867 | $501.5M | 0.20% | −222,389−7.0% | Reduced |
| UBS Asset Management Americas Inc | 3,191,296 | $539.4M | 0.14% | +2,746,503+617.5% | Added |
| Daiwa Securities Group Inc. | 3,476,306 | $587.6M | 2.71% | −111,601−3.1% | Reduced |
| Price T Rowe Associates Inc | 3,572,065 | $603.8M | 0.07% | −102,220−2.8% | Reduced |
| Charles Schwab Investment Management Inc | 3,573,111 | $603.9M | 0.12% | −42,605−1.2% | Reduced |
| Invesco Ltd. | 3,674,064 | $621.0M | 0.12% | +211,708+6.1% | Added |
| Northern Trust Corp | 3,744,458 | $632.9M | 0.10% | −190,770−4.8% | Reduced |
| Legal & General Group Plc | 4,083,586 | $690.2M | 0.18% | −158,650−3.7% | Reduced |
| Nuveen Asset Management, LLC | 4,261,620 | $720.3M | 0.20% | −244,230−5.4% | Reduced |
| FMR LLC | 4,330,039 | $731.9M | 0.04% | −1,038,256−19.3% | Reduced |
| JPMorgan Chase & Co | 4,463,808 | $754.5M | 0.06% | +298,250+7.2% | Added |
| Dimensional Fund Advisors LP | 4,534,288 | $766.4M | 0.19% | −86,731−1.9% | Reduced |
| Morgan Stanley | 5,551,454 | $938.3M | 0.07% | −150,016−2.6% | Reduced |
| Bank of America Corp | 6,513,717 | $1.10B | 0.10% | +32,381+0.5% | Added |
| Geode Capital Management, LLC | 8,929,260 | $1.51B | 0.12% | −205,684−2.3% | Reduced |
| Norges Bank | 12,323,948 | $2.08B | 0.29% | −5,118,927−29.3% | Reduced |
| Cohen & Steers, Inc. | 18,087,844 | $3.06B | 5.44% | −432,372−2.3% | Reduced |
| State Street Corp | 21,061,275 | $3.56B | 0.14% | −350,514−1.6% | Reduced |
| BlackRock, Inc. | 35,708,493 | $6.04B | 0.13% | +35,708,493 | New |
| Vanguard Group Inc | 45,474,467 | $7.69B | 0.14% | −702,531−1.5% | Reduced |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −31,700−100.0% | Sold out |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −19,633−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −19,503−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −17,663−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −11,780−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −11,266−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −9,617−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −8,468−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −8,047−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −6,439−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −6,104−100.0% | Sold out |
| MBL Wealth, LLC | 0 | $0 | 0.00% | −5,193−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,718−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −4,660−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −4,193−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −4,069−100.0% | Sold out |
| Ninety One SA (PTY) Ltd | 0 | $0 | 0.00% | −3,720−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,190−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −2,967−100.0% | Sold out |
| Sompo Asset Management Co., Ltd. | 0 | $0 | 0.00% | −2,830−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,692−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,686−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −2,666−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −2,515−100.0% | Sold out |
| Steele Capital Management, Inc. | 0 | $0 | 0.00% | −2,230−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −2,043−100.0% | Sold out |
| First National Bank of Omaha | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −1,955−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −1,875−100.0% | Sold out |
| Clearwater Capital Advisors, LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −1,784−100.0% | Sold out |
| Beck Mack & Oliver LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −1,671−100.0% | Sold out |
| KLCM Advisors, Inc. | 0 | $0 | 0.00% | −1,644−100.0% | Sold out |
| Weil Company, Inc. | 0 | $0 | 0.00% | −1,553−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Hudson Valley Investment Advisors Inc | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| Galvin, Gaustad & Stein, LLC | 0 | $0 | 0.00% | −1,442−100.0% | Sold out |
| Sloy Dahl & Holst, LLC | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Verus Capital Partners, LLC | 0 | $0 | 0.00% | −1,320−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −912−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −873−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −829−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −641−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −435−100.0% | Sold out |
| Ameliora Wealth Management Ltd. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −352−100.0% | Sold out |
| Mizuho Bank, Ltd. | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| HBC Financial Services, PLLC | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Union Savings Bank | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Planning Capital Management Corp | 0 | $0 | 0.00% | −16−100.0% | Sold out |