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, 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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 152 | $26.0K | 0.00% | +24+18.8% | Added |
| Atwood & Palmer Inc | 155 | $26.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 158 | $26.7K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 176 | $29.7K | 0.00% | +5+2.9% | Added |
| Capital Performance Advisors LLP | 176 | $29.8K | 0.01% | +176 | New |
| Webster Bank, N. A. | 200 | $33.8K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 202 | $34.0K | 0.01% | −112−35.7% | Reduced |
| Bruce G. Allen Investments, LLC | 216 | $36.5K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 219 | $37.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 225 | $38.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 228 | $38.5K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 229 | $38.7K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 233 | $39.4K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 235 | $39.7K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 243 | $41.1K | 0.00% | −1−0.4% | Reduced |
| PSI Advisors, LLC | 244 | $41.2K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 249 | $42.1K | 0.00% | +80+47.3% | Added |
| Eastern Bank | 250 | $42.3K | 0.00% | +250 | New |
| Trivant Custom Portfolio Group, LLC | 250 | $42.3K | 0.02% | +250 | New |
| Key Financial Inc | 255 | $43.1K | 0.01% | +8+3.2% | Added |
| Zions Bancorporation, N.A. | 259 | $43.8K | 0.00% | −14−5.1% | Reduced |
| Crewe Advisors LLC | 263 | $44.5K | 0.01% | +4+1.5% | Added |
| Indiana Trust & Investment Management CO | 265 | $44.8K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 277 | $46.8K | 0.00% | +11+4.1% | Added |
| Rise Advisors, LLC | 284 | $47.9K | 0.02% | +4+1.4% | Added |
| Old Point Trust & Financial Services N A | 300 | $50.7K | 0.02% | 00.0% | Unchanged |
| Financial Freedom, LLC | 305 | $51.5K | 0.03% | +4+1.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 309 | $52.0K | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 309 | $52.2K | 0.01% | +309 | New |
| American National Bank | 310 | $52.4K | 0.01% | −2−0.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 310 | $52.4K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 311 | $52.5K | 0.02% | 00.0% | Unchanged |
| First Pacific Financial | 312 | $52.7K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 302 | $52.9K | 0.01% | +4+1.3% | Added |
| Wintrust Investments LLC | 315 | $53.0K | 0.04% | −2,844−90.0% | Reduced |
| IAG Wealth Partners, LLC | 315 | $53.2K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 327 | $55.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 334 | $56.5K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 375 | $56.9K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 340 | $57.5K | 0.00% | −66−16.3% | Reduced |
| Capital Advisors, Ltd. LLC | 345 | $58.0K | 0.01% | +1+0.3% | Added |
| Quent Capital, LLC | 345 | $58.1K | 0.01% | −25−6.8% | Reduced |
| Compass Wealth Management LLC | 345 | $58.3K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 346 | $58.5K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 356 | $60.2K | 0.01% | +158+79.8% | Added |
| Baldwin Brothers Inc | 390 | $65.9K | 0.00% | +390 | New |
| First Financial Corp | 400 | $67.6K | 0.03% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 412 | $70.0K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 413 | $70.0K | 0.02% | +214+107.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 418 | $70.6K | 0.11% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 422 | $71.3K | 0.01% | +31+7.9% | Added |
| GHP Investment Advisors, Inc. | 428 | $72.4K | 0.00% | +83+24.1% | Added |
| Intact Investment Management Inc. | 440 | $74.4K | 0.00% | +440 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 446 | $75.4K | 0.02% | −5−1.1% | Reduced |
| Alpine Bank Wealth Management | 454 | $76.7K | 0.01% | +454 | New |
| Princeton Global Asset Management LLC | 500 | $84.5K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 500 | $84.5K | 0.05% | 00.0% | Unchanged |
| NBT Bank N A | 500 | $84.5K | 0.01% | +500 | New |
| Claris Advisors, LLC | 521 | $88.1K | 0.04% | +521 | New |
| Missouri Trust & Investment Co | 526 | $88.9K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 537 | $90.8K | 0.04% | +46+9.4% | Added |
| Westend Capital Management, LLC | 541 | $91.5K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 578 | $97.7K | 0.02% | +259+81.2% | Added |
| Golden State Equity Partners | 587 | $99.2K | 0.02% | +587 | New |
| Tobam | 591 | $100.0K | 0.02% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 596 | $100.7K | 0.01% | −168−22.0% | Reduced |
| Farmers & Merchants Investments Inc | 598 | $101.1K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 622 | $105.1K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 622 | $105.1K | 0.01% | +88+16.5% | Added |
| Abich Financial Wealth Management LLC | 631 | $106.7K | 0.24% | −438−41.0% | Reduced |
| Concord Wealth Partners | 632 | $106.8K | 0.02% | −2−0.3% | Reduced |
| Park Place Capital Corp | 634 | $107.2K | 0.03% | +30+5.0% | Added |
| Carolinas Wealth Consulting LLC | 636 | $107.5K | 0.02% | −143−18.4% | Reduced |
| Sittner & Nelson, LLC | 644 | $108.8K | 0.05% | +600+1,363.6% | Added |
| Fortitude Family Office, LLC | 647 | $109.4K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 675 | $114.1K | 0.01% | −28−4.0% | Reduced |
| CoreCap Advisors, LLC | 701 | $118.6K | 0.01% | +701 | New |
| Montag A & Associates Inc | 702 | $118.7K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 715 | $120.8K | 0.02% | +72+11.2% | Added |
| Harbour Investments, Inc. | 725 | $122.6K | 0.00% | −53−6.8% | Reduced |
| Muzinich & Co., Inc. | 731 | $123.6K | 0.10% | 00.0% | Unchanged |
| Headlands Technologies LLC | 743 | $125.6K | 0.01% | +743 | New |
| Capital Analysts, LLC | 746 | $126.0K | 0.01% | +168+29.1% | Added |
| Silvant Capital Management LLC | 821 | $138.8K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 823 | $139.1K | 0.04% | +6+0.7% | Added |
| Centaurus Financial, Inc. | 853 | $144.0K | 0.01% | −10−1.2% | Reduced |
| Y.D. More Investments Ltd | 862 | $145.7K | 0.02% | −16−1.8% | Reduced |
| Central Pacific Bank - Trust Division | 862 | $145.7K | 0.02% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 881 | $148.9K | 0.06% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 920 | $155.5K | 0.03% | +920 | New |
| Vestor Capital, LLC | 1,000 | $169.0K | 0.01% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 1,000 | $169.0K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $169.0K | 0.08% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,000 | $169.0K | 0.10% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,013 | $171.2K | 0.11% | 00.0% | Unchanged |
| TFC Financial Management | 1,058 | $178.8K | 0.03% | +1,047+9,518.2% | Added |
| Motco | 1,083 | $183.0K | 0.02% | −109−9.1% | Reduced |
| Thompson Investment Management, Inc. | 1,126 | $190.3K | 0.03% | +9+0.8% | Added |
| Bullock Wealth Management Group | 1,124 | $190.5K | 0.11% | +113+11.2% | Added |
| Central Trust Co | 1,163 | $196.6K | 0.00% | +1+0.1% | Added |