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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 1,692 | $286.0K | 0.01% | +1,692 | New |
| Strategic Wealth Designers | 1,687 | $286.0K | 0.03% | −4−0.2% | Reduced |
| Deseret Mutual Benefit Administrators | 1,695 | $286.5K | 0.15% | −44−2.5% | Reduced |
| Clear Street Markets LLC | 1,700 | $287.0K | 0.18% | −500−22.7% | Reduced |
| DRW Securities, LLC | 1,699 | $287.2K | 0.02% | +1,699 | New |
| Quotient Wealth Partners, LLC | 1,711 | $289.2K | 0.01% | +2+0.1% | Added |
| Baader Bank INC | 1,836 | $292.4K | 0.02% | +1,836 | New |
| VELA Investment Management, LLC | 1,734 | $293.1K | 0.10% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,739 | $293.9K | 0.04% | +300+20.8% | Added |
| Ci Investments Inc. | 1,739 | $294.0K | 0.00% | +513+41.8% | Added |
| Cabot Wealth Management Inc | 1,745 | $294.9K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 1,763 | $298.0K | 0.01% | −167−8.7% | Reduced |
| Optas, LLC | 1,765 | $298.3K | 0.07% | +427+31.9% | Added |
| Laffer Tengler Investments | 1,766 | $298.5K | 0.06% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 1,776 | $300.2K | 0.07% | 00.0% | Unchanged |
| Regions Financial Corp | 1,780 | $300.9K | 0.00% | +97+5.8% | Added |
| LS Investment Advisors, LLC | 1,781 | $301.0K | 0.04% | +1,781 | New |
| SageView Advisory Group, LLC | 1,794 | $303.2K | 0.02% | −168−8.6% | Reduced |
| Trust Co | 1,795 | $303.4K | 0.04% | −1,269−41.4% | Reduced |
| American State Bank (Iowa) | 1,804 | $304.7K | 0.19% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,803 | $304.9K | 0.05% | −182−9.2% | Reduced |
| Samalin Investment Counsel, LLC | 1,807 | $305.5K | 0.13% | −133−6.9% | Reduced |
| Capstone Investment Advisors, LLC | 1,811 | $306.1K | 0.01% | +823+83.3% | Added |
| Mission Wealth Management, LP | 1,817 | $307.1K | 0.01% | +366+25.2% | Added |
| Augustine Asset Management Inc | 1,820 | $307.6K | 0.11% | −39−2.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,820 | $307.6K | 0.07% | −20−1.1% | Reduced |
| Vontobel Holding Ltd. | 1,836 | $310.3K | 0.00% | +1,836 | New |
| EP Wealth Advisors, LLC | 1,851 | $312.9K | 0.00% | +413+28.7% | Added |
| Magnolia Capital Advisors LLC | 1,853 | $313.2K | 0.16% | +1,853 | New |
| Pinnacle Associates Ltd | 2,198 | $313.6K | 0.01% | −786−26.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,889 | $319.3K | 0.02% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 1,899 | $321.0K | 0.24% | +8+0.4% | Added |
| CSS LLC | 1,900 | $321.1K | 0.02% | +1,900 | New |
| Coco Enterprises, LLC | 1,846 | $321.8K | 0.19% | −1,026−35.7% | Reduced |
| Great Lakes Advisors, LLC | 1,914 | $323.5K | 0.00% | −406−17.5% | Reduced |
| Johnson Investment Counsel Inc | 1,916 | $323.9K | 0.00% | −1,074−35.9% | Reduced |
| Platform Technology Partners | 1,920 | $324.5K | 0.10% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,922 | $324.9K | 0.02% | +40+2.1% | Added |
| Financial Counselors Inc | 1,922 | $324.9K | 0.00% | −509−20.9% | Reduced |
| William Allan, LLC | 1,928 | $325.9K | 0.20% | +243+14.4% | Added |
| Good Life Advisors, LLC | 1,953 | $330.0K | 0.02% | −116−5.6% | Reduced |
| Prudent Man Advisors, LLC | 1,966 | $332.3K | 0.11% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1,967 | $332.5K | 0.24% | +1+0.1% | Added |
| MBB Public Markets I LLC | 1,980 | $334.7K | 0.03% | −20,604−91.2% | Reduced |
| Alps Advisors Inc | 1,982 | $335.0K | 0.00% | +248+14.3% | Added |
| Catalina Capital Group, LLC | 1,986 | $335.7K | 0.11% | +180+10.0% | Added |
| Atlas Private Wealth Advisors | 2,000 | $338.0K | 0.05% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 2,000 | $338.0K | 0.10% | +2,000 | New |
| Davenport & Co LLC | 2,005 | $338.9K | 0.00% | +2,005 | New |
| ZRC Wealth Management, LLC | 2,019 | $341.3K | 0.15% | 00.0% | Unchanged |
| Manchester Financial Inc | 2,021 | $341.6K | 0.07% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,042 | $342.5K | 0.04% | +1,020+99.8% | Added |
| Gateway Investment Advisers LLC | 2,049 | $346.3K | 0.00% | −113−5.2% | Reduced |
| Cetera Trust Company, N.A | 2,050 | $346.5K | 0.21% | −25−1.2% | Reduced |
| Rockland Trust Co | 2,050 | $346.5K | 0.02% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2,062 | $348.5K | 0.03% | +297+16.8% | Added |
| Kaizen Financial Strategies | 2,097 | $354.4K | 0.21% | −410−16.4% | Reduced |
| Crestline Management, LP | 2,100 | $354.9K | 0.02% | +2,100 | New |
| Private Trust Co NA | 2,104 | $355.6K | 0.04% | −44−2.0% | Reduced |
| V-Square Quantitative Management LLC | 2,109 | $356.5K | 0.05% | +665+46.1% | Added |
| Howard Capital Management Inc. | 2,109 | $356.5K | 0.01% | +2,109 | New |
| Harbor Investment Advisory, LLC | 2,118 | $358.0K | 0.04% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 2,125 | $359.2K | 0.08% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,143 | $362.1K | 0.01% | +5+0.2% | Added |
| Resonant Capital Advisors, LLC | 2,143 | $362.2K | 0.03% | +83+4.0% | Added |
| LJI Wealth Management, LLC | 2,151 | $363.6K | 0.07% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,155 | $364.2K | 0.12% | +23+1.1% | Added |
| Rehmann Capital Advisory Group | 2,165 | $366.0K | 0.02% | −11−0.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,181 | $368.6K | 0.11% | +3+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,181 | $368.6K | 0.04% | +379+21.0% | Added |
| Redhawk Wealth Advisors, Inc. | 2,195 | $371.0K | 0.05% | 00.0% | Unchanged |
| Novare Capital Management LLC | 2,200 | $371.8K | 0.03% | 00.0% | Unchanged |
| Geller Advisors LLC | 2,208 | $373.2K | 0.03% | −1,738−44.0% | Reduced |
| Bard Financial Services, Inc. | 2,210 | $373.5K | 0.04% | −250−10.2% | Reduced |
| Intrust Bank NA | 2,219 | $375.1K | 0.04% | −41−1.8% | Reduced |
| Blueshift Asset Management, LLC | 2,222 | $375.6K | 0.09% | +2,222 | New |
| Meridian Wealth Management, LLC | 2,259 | $377.7K | 0.02% | +2,259 | New |
| Fidelis Capital Partners, LLC | 2,191 | $380.8K | 0.05% | −18−0.8% | Reduced |
| Affinity Wealth Management LLC | 2,261 | $382.2K | 0.07% | +90+4.1% | Added |
| Parallax Volatility Advisers, L.P. | 2,264 | $382.7K | 0.01% | +2,264 | New |
| Ascent Group, LLC | 2,282 | $385.8K | 0.03% | +334+17.1% | Added |
| Eqis Capital Management, Inc. | 2,286 | $386.3K | 0.03% | −41−1.8% | Reduced |
| Conning Inc. | 2,315 | $391.3K | 0.01% | −414−15.2% | Reduced |
| Manchester Capital Management LLC | 2,319 | $392.0K | 0.05% | +34+1.5% | Added |
| Umb Bank N A | 2,325 | $393.0K | 0.01% | +154+7.1% | Added |
| Brown, Lisle/Cummings, Inc. | 2,328 | $393.5K | 0.12% | −77−3.2% | Reduced |
| Lindbrook Capital, LLC | 2,328 | $393.5K | 0.03% | +602+34.9% | Added |
| Titleist Asset Management, LLC | 2,332 | $394.2K | 0.06% | −172−6.9% | Reduced |
| Journey Strategic Wealth LLC | 2,338 | $395.1K | 0.01% | +181+8.4% | Added |
| LRI Investments, LLC | 2,252 | $401.6K | 0.04% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,388 | $403.5K | 0.04% | −581−19.6% | Reduced |
| Silverleafe Capital Partners, LLC | 2,400 | $405.6K | 0.14% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 2,470 | $417.5K | 0.05% | +144+6.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 2,473 | $419.2K | 0.23% | +95+4.0% | Added |
| Legacy Financial Advisors, Inc. | 2,485 | $420.0K | 0.07% | +24+1.0% | Added |
| Moody Lynn & Lieberson, LLC | 2,500 | $422.6K | 0.03% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 2,500 | $422.6K | 0.12% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 2,508 | $423.8K | 0.36% | +2,508 | New |
| Stratos Wealth Partners, LTD. | 2,511 | $424.4K | 0.01% | −162−6.1% | Reduced |
| Embree Financial Group | 2,515 | $425.1K | 0.08% | +30+1.2% | Added |