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Livermore
ZHEN

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.

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
Ashton Thomas Private Wealth, LLC1,184$200.1K0.01%+52+4.6%Added
Hanover Advisors Inc1,187$200.6K0.08%+1,187New
Excalibur Management Corp1,189$201.0K0.08%+1,189New
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,190$201.1K0.07%+170+16.7%Added
D'Orazio & Associates, Inc.1,190$201.1K0.03%+1,190New
Hilltop National Bank1,193$201.6K0.06%00.0%Unchanged
Schubert & Co1,196$202.1K0.14%+1,196New
Flputnam Investment Management Co1,197$202.4K0.00%+1,197New
Jacobson & Schmitt Advisors, LLC1,200$202.8K0.04%+1,200New
Sherbrooke Park Advisers LLC1,208$204.2K0.05%−2,227−64.8%Reduced
LifePro Asset Management1,211$204.7K0.13%+1,211New
Massmutual Trust Co FSB1,217$205.7K0.01%+29+2.4%Added
Balboa Wealth Partners1,218$205.9K0.05%+1,218New
Parkside Financial Bank & Trust1,221$206.4K0.03%+14+1.2%Added
Advus Financial Partners, LLC1,223$206.7K0.06%+1,223New
Moors & Cabot, Inc.1,249$211.2K0.01%−118−8.6%Reduced
EPG Wealth Management LLC1,254$212.0K0.05%+1,254New
Financial Advisory Service, Inc.1,255$212.1K0.02%+1,255New
AE Wealth Management LLC1,265$213.7K0.00%+1,265New
Logan Capital Management Inc1,272$215.0K0.01%00.0%Unchanged
Gamco Investors, Inc. Et Al1,280$216.3K0.00%−90−6.6%Reduced
Ridgewood Investments LLC1,280$216.3K0.11%−71−5.3%Reduced
Canopy Partners, LLC1,284$217.0K0.09%+1,284New
Activest Wealth Management1,290$218.0K0.07%+215+20.0%Added
Clearstead Advisors, LLC1,293$218.5K0.00%+105+8.8%Added
Allworth Financial LP1,310$221.5K0.00%+181+16.0%Added
Oxford Asset Management LLP1,314$222.1K0.18%+1,314New
Moody National Bank Trust Division1,319$222.9K0.02%−940−41.6%Reduced
SpiderRock Advisors, LLC1,319$223.1K0.00%+1,319New
L2 Asset Management, LLC1,323$223.5K0.06%+1,323New
Keel Point, LLC1,323$223.6K0.02%+1,323New
Silvercrest Asset Management Group LLC1,328$224.5K0.00%−28−2.1%Reduced
Cidel Asset Management Inc1,339$226.3K0.02%−109−7.5%Reduced
Simmons Bank1,347$227.7K0.02%−410−23.3%Reduced
Silver Lake Group, L.L.C.1,350$228.2K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC1,350$228.2K0.07%00.0%Unchanged
Catalyst Financial Partners LLC1,352$228.5K0.04%+24+1.8%Added
Strategic Advisors LLC1,368$231.2K0.04%−1,744−56.0%Reduced
SlateStone Wealth, LLC1,370$232.0K0.02%+1,370New
Smithfield Trust Co1,374$233.0K0.01%+24+1.8%Added
Five Oceans Advisors1,379$233.1K0.11%+1,379New
Vise Technologies, Inc.1,383$233.8K0.03%+1,383New
KMG Fiduciary Partners, LLC1,387$234.4K0.02%+12+0.9%Added
Barry Investment Advisors, LLC1,388$234.6K0.07%−283−16.9%Reduced
Baker Avenue Asset Management, LP1,394$235.6K0.01%+1,394New
Kovack Advisors, Inc.1,408$238.0K0.03%−346−19.7%Reduced
Mission Creek Capital Partners, Inc.1,414$238.9K0.06%+1,414New
Modera Wealth Management, LLC1,420$240.1K0.00%00.0%Unchanged
Capasso Planning Partners LLC1,423$240.5K0.07%00.0%Unchanged
Sentry Investment Management LLC1,426$241.0K0.10%00.0%Unchanged
Breakwater Capital Group1,430$241.7K0.05%+54+3.9%Added
Badgley Phelps Wealth Managers, LLC1,433$242.2K0.01%+1,433New
TD Private Client Wealth LLC1,435$242.5K0.01%+35+2.5%Added
PDS Planning, Inc1,446$244.4K0.02%+49+3.5%Added
U.S. Capital Wealth Advisors, LLC1,447$244.5K0.01%+122+9.2%Added
PAX Financial Group, LLC1,449$244.9K0.04%−82−5.4%Reduced
First Horizon Advisors, Inc.1,450$245.1K0.01%−10−0.7%Reduced
Prelude Capital Management, LLC1,455$245.9K0.02%+1,455New
Schwarz Dygos Wheeler Investment Advisors LLC1,467$248.0K0.06%00.0%Unchanged
BSW Wealth Partners1,468$248.1K0.04%+1,468New
Tiaa Trust, National Association1,477$249.6K0.00%−184−11.1%Reduced
Martingale Asset Management L P1,482$250.5K0.01%−3,676−71.3%Reduced
Kingsview Wealth Management, LLC1,488$251.5K0.01%−151−9.2%Reduced
Howard Capital Management Group, LLC1,490$251.8K0.02%00.0%Unchanged
Lavaca Capital LLC1,500$253.5K0.12%00.0%Unchanged
Fiduciary Trust Co1,504$254.2K0.00%−9−0.6%Reduced
Carnegie Capital Asset Management, LLC1,504$254.2K0.01%00.0%Unchanged
Legacy Advisors, LLC1,506$254.5K0.03%+101+7.2%Added
Simon Quick Advisors, LLC1,518$256.6K0.02%+180+13.5%Added
First National Bank1,528$258.3K0.18%00.0%Unchanged
Global Retirement Partners, LLC1,537$259.8K0.01%+642+71.7%Added
Dorsey Wright & Associates1,540$260.0K0.06%−6−0.4%Reduced
Vicus Capital1,540$260.2K0.02%−946−38.1%Reduced
Napa Wealth Management1,547$261.5K0.12%+1,547New
Alliance Wealth Advisors, LLC1,548$261.6K0.07%+1,548New
MRP Capital Investments, LLC1,550$262.0K0.25%−5−0.3%Reduced
Pinnacle Wealth Planning Services, Inc.1,551$262.1K0.04%−8−0.5%Reduced
Parcion Private Wealth LLC1,558$263.3K0.02%+1,558New
North Star Investment Management Corp.1,560$263.7K0.02%−170−9.8%Reduced
Gryphon Financial Partners LLC1,561$263.9K0.04%+75+5.0%Added
Godshalk Welsh Capital Management, Inc.1,575$266.2K0.17%−50−3.1%Reduced
Burney Co1,577$266.5K0.01%−104−6.2%Reduced
Bayesian Capital Management, LP1,585$267.9K0.03%+1,585New
Cladis Investment Advisory, LLC1,600$270.4K0.19%00.0%Unchanged
Callan Family Office, LLC1,603$270.9K0.05%−40−2.4%Reduced
Krane Funds Advisors LLC1,608$271.8K0.01%−1,512−48.5%Reduced
Aptus Capital Advisors, LLC1,615$273.0K0.00%+61+3.9%Added
Jacobi Capital Management LLC1,625$274.7K0.02%−508−23.8%Reduced
Leo Wealth, LLC1,628$275.2K0.03%−79−4.6%Reduced
Childress Capital Advisors, LLC1,631$275.8K0.07%+31+1.9%Added
Morningstar Investment Services LLC1,651$277.0K0.00%+80+5.1%Added
Cornerstone Advisory, LLC1,645$278.0K0.04%−183−10.0%Reduced
Icon Wealth Advisors, LLC1,646$278.2K0.02%+214+14.9%Added
Kingswood Wealth Advisors, LLC1,647$278.2K0.02%+1,647New
Socha Financial Group, LLC1,650$278.8K0.12%00.0%Unchanged
Worth Venture Partners, LLC1,650$278.9K2.09%00.0%Unchanged
Dearborn Partners LLC1,652$279.2K0.01%−6−0.4%Reduced
Cornerstone Wealth Management, LLC1,670$282.2K0.02%−141−7.8%Reduced
BNP Paribas1,688$285.3K0.01%00.0%Unchanged
Stock Yards Bank & Trust Co1,691$285.8K0.01%−211−11.1%Reduced