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 |
|---|---|---|---|---|---|
| Welch Group, LLC | 2,515 | $425.2K | 0.02% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 2,528 | $427.3K | 0.15% | +2,528 | New |
| LMR Partners LLP | 2,544 | $430.0K | 0.01% | +2,544 | New |
| Stratos Wealth Advisors, LLC | 2,551 | $431.2K | 0.02% | +27+1.1% | Added |
| Intrua Financial, LLC | 2,562 | $433.0K | 0.07% | −362−12.4% | Reduced |
| Octavia Wealth Advisors, LLC | 2,573 | $435.0K | 0.05% | +18+0.7% | Added |
| Robertson Stephens Wealth Management, LLC | 2,575 | $435.3K | 0.02% | −137−5.1% | Reduced |
| New England Research & Management, Inc. | 2,580 | $436.0K | 0.20% | −4,200−61.9% | Reduced |
| NBC Securities, Inc. | 2,584 | $436.0K | 0.04% | −99−3.7% | Reduced |
| Optiver Holding B.V. | 2,583 | $436.6K | 0.01% | +2,583 | New |
| Insigneo Advisory Services, LLC | 2,593 | $438.3K | 0.04% | +874+50.8% | Added |
| Glass Jacobson Investment Advisors llc | 2,602 | $439.8K | 0.15% | −75−2.8% | Reduced |
| Synovus Financial Corp | 2,607 | $440.4K | 0.01% | +877+50.7% | Added |
| Bradley Foster & Sargent Inc | 2,638 | $445.9K | 0.01% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,648 | $447.6K | 0.05% | +71+2.8% | Added |
| MAI Capital Management | 2,648 | $447.6K | 0.00% | −3,997−60.2% | Reduced |
| Edmp, Inc. | 2,656 | $448.9K | 0.37% | −40−1.5% | Reduced |
| Schnieders Capital Management LLC | 2,656 | $448.9K | 0.09% | +158+6.3% | Added |
| JDM Financial Group LLC | 2,666 | $450.5K | 0.24% | −1,047−28.2% | Reduced |
| BDF-Gestion | 38,538 | $452.0K | 0.07% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 2,698 | $456.0K | 0.36% | −151−5.3% | Reduced |
| O'Rourke & Company, Inc | 2,707 | $457.5K | 0.23% | +9+0.3% | Added |
| Washington Trust Bank | 2,709 | $457.9K | 0.04% | −64−2.3% | Reduced |
| Camden Capital, LLC | 2,721 | $459.9K | 0.05% | +2,721 | New |
| Strategic Financial Concepts, LLC | 2,751 | $464.9K | 0.15% | −421,319−99.4% | Reduced |
| Lantern Wealth Advisors, LLC | 2,775 | $469.0K | 0.32% | −100−3.5% | Reduced |
| Farther Finance Advisors, LLC | 2,781 | $470.0K | 0.02% | +883+46.5% | Added |
| Mogy Joel R Investment Counsel Inc | 2,825 | $477.5K | 0.03% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 2,848 | $481.4K | 0.08% | +6+0.2% | Added |
| Mutual Advisors, LLC | 2,794 | $484.4K | 0.01% | −122−4.2% | Reduced |
| Lazari Capital Management, Inc. | 2,882 | $487.2K | 0.21% | −94−3.2% | Reduced |
| Unique Wealth Strategies, LLC | 2,892 | $488.8K | 0.21% | +2,865+10,611.1% | Added |
| McMahon Financial Advisors, LLC | 2,898 | $489.8K | 0.11% | +198+7.3% | Added |
| Washington Trust Co | 2,899 | $490.0K | 0.02% | −180−5.8% | Reduced |
| First Foundation Advisors | 2,902 | $490.5K | 0.02% | −2,473−46.0% | Reduced |
| Sage Investment Advisers LLC | 2,907 | $491.3K | 0.51% | +4+0.1% | Added |
| Summit Financial, LLC | 2,911 | $492.0K | 0.02% | +275+10.4% | Added |
| Oxford Financial Group Ltd | 2,917 | $493.1K | 0.03% | +632+27.7% | Added |
| Prime Capital Investment Advisors, LLC | 2,921 | $493.7K | 0.01% | −7−0.2% | Reduced |
| Walleye Capital LLC | 2,931 | $495.4K | 0.01% | −775−20.9% | Reduced |
| Jackson Square Capital, LLC | 2,952 | $498.9K | 0.12% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,954 | $499.3K | 0.03% | +2,400+433.2% | Added |
| First National Bank Sioux Falls | 2,965 | $501.1K | 0.23% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,979 | $503.5K | 0.22% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 2,995 | $506.2K | 0.01% | +483+19.2% | Added |
| White Pine Capital LLC | 2,999 | $506.9K | 0.17% | −205−6.4% | Reduced |
| Roble, Belko & Company, Inc | 3,000 | $507.0K | 0.08% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 3,000 | $507.1K | 0.33% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,000 | $507.1K | 0.10% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 3,007 | $508.0K | 0.36% | 00.0% | Unchanged |
| ORG Partners LLC | 3,012 | $509.7K | 0.08% | +39+1.3% | Added |
| Diversify Wealth Management, LLC | 2,961 | $514.7K | 0.05% | +87+3.0% | Added |
| InTrack Investment Management Inc | 3,068 | $518.6K | 0.37% | −20−0.6% | Reduced |
| Quadrant Capital Group LLC | 3,097 | $523.5K | 0.04% | −42−1.3% | Reduced |
| Cohen Klingenstein LLC | 3,100 | $524.0K | 0.02% | 00.0% | Unchanged |
| United Advisor Group, LLC | 3,105 | $524.8K | 0.12% | +35+1.1% | Added |
| Ostrum Asset Management | 3,111 | $525.8K | 0.04% | +38+1.2% | Added |
| Foster & Motley Inc | 3,128 | $529.0K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,135 | $529.9K | 0.01% | −1,348−30.1% | Reduced |
| Congress Wealth Management LLC | 3,176 | $536.9K | 0.01% | −498−13.6% | Reduced |
| Rossmore Private Capital | 3,200 | $540.9K | 0.07% | +600+23.1% | Added |
| American Investment Services, Inc. | 3,203 | $541.4K | 0.09% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 3,207 | $542.0K | 0.13% | +3,207 | New |
| Reuter James Wealth Management, LLC | 3,225 | $545.1K | 0.10% | 00.0% | Unchanged |
| Strategic Advocates LLC | 3,227 | $545.5K | 0.20% | +430+15.4% | Added |
| Independent Financial Group, LLC | 3,230 | $546.0K | 0.02% | +15+0.5% | Added |
| Alpha Cubed Investments, LLC | 3,246 | $548.7K | 0.02% | −699−17.7% | Reduced |
| Sage Mountain Advisors LLC | 3,247 | $548.7K | 0.05% | −679−17.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $557.8K | 0.16% | 00.0% | Unchanged |
| Graypoint LLC | 3,303 | $558.2K | 0.04% | +289+9.6% | Added |
| Ameritas Investment Partners, Inc. | 3,304 | $558.4K | 0.02% | −126−3.7% | Reduced |
| HighPoint Advisor Group LLC | 3,336 | $559.5K | 0.03% | +37+1.1% | Added |
| Arete Wealth Advisors, LLC | 3,332 | $562.0K | 0.05% | +3,332 | New |
| Everhart Financial Group, Inc. | 3,329 | $562.7K | 0.12% | +480+16.8% | Added |
| Accuvest Global Advisors | 2,245 | $564.0K | 0.48% | +2,245 | New |
| Cigna Investments Inc | 3,348 | $566.0K | 0.10% | −90−2.6% | Reduced |
| Stephens Inc | 3,353 | $566.7K | 0.01% | +27+0.8% | Added |
| Schulhoff & Co Inc | 3,366 | $568.9K | 0.24% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,396 | $574.0K | 0.03% | −60−1.7% | Reduced |
| Dark Forest Capital Management LP | 3,416 | $577.4K | 0.07% | +686+25.1% | Added |
| Gables Capital Management Inc. | 3,440 | $581.4K | 0.29% | 00.0% | Unchanged |
| Element Wealth, LLC | 3,451 | $583.3K | 0.31% | −72−2.0% | Reduced |
| Mather Group, LLC. | 3,460 | $584.9K | 0.01% | +428+14.1% | Added |
| Larson Financial Group LLC | 3,503 | $592.1K | 0.03% | +381+12.2% | Added |
| We Are One Seven, LLC | 3,520 | $595.0K | 0.03% | −278−7.3% | Reduced |
| Rothschild Investment LLC | 3,522 | $595.3K | 0.04% | −2−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 3,528 | $596.3K | 0.05% | −22−0.6% | Reduced |
| Pensionmark Financial Group, LLC | 3,534 | $597.3K | 0.02% | +521+17.3% | Added |
| Diametric Capital, LP | 3,540 | $598.3K | 0.30% | +3,540 | New |
| Fifth Third Wealth Advisors LLC | 3,554 | $600.7K | 0.04% | +120+3.5% | Added |
| IFP Advisors, Inc | 3,576 | $604.7K | 0.02% | +606+20.4% | Added |
| Dorsey & Whitney Trust CO LLC | 3,599 | $608.3K | 0.03% | +105+3.0% | Added |
| Oak Grove Capital LLC | 3,600 | $608.5K | 0.13% | −500−12.2% | Reduced |
| First Dallas Securities Inc. | 3,600 | $608.5K | 0.25% | 00.0% | Unchanged |
| Ghe, LLC | 3,633 | $614.0K | 0.23% | 00.0% | Unchanged |
| Marshall Wace, LLP | 3,652 | $617.3K | 0.00% | +3,652 | New |
| Tobias Financial Advisors, Inc. | 3,660 | $618.6K | 0.12% | +97+2.7% | Added |
| PFG Investments, LLC | 3,676 | $621.3K | 0.04% | +329+9.8% | Added |
| RS Crum Inc. | 3,723 | $629.3K | 0.15% | −10.0% | Reduced |
| Forte Capital LLC | 3,727 | $629.9K | 0.07% | +3,727 | New |