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 |
|---|---|---|---|---|---|
| Tritonpoint Wealth, LLC | 3,802 | $637.5K | 0.06% | +78+2.1% | Added |
| Commerzbank Aktiengesellschaft | 3,776 | $639.0K | 0.02% | −5,012−57.0% | Reduced |
| SkyView Investment Advisors, LLC | 3,803 | $643.0K | 0.11% | +158+4.3% | Added |
| Beacon Investment Advisors LLC | 3,833 | $648.0K | 0.31% | +19+0.5% | Added |
| Unigestion Holding SA | 3,875 | $655.0K | 0.03% | +3,875 | New |
| Ronald Blue Trust, Inc. | 4,338 | $658.6K | 0.01% | +2,954+213.4% | Added |
| American Trust Investment Advisors, LLC | 3,897 | $658.7K | 0.27% | +2,497+178.4% | Added |
| First Hawaiian Bank | 3,922 | $662.9K | 0.02% | −580−12.9% | Reduced |
| Schechter Investment Advisors, LLC | 3,929 | $664.1K | 0.05% | +30+0.8% | Added |
| Principal Securities, Inc. | 3,974 | $671.6K | 0.02% | +924+30.3% | Added |
| Sunbelt Securities, Inc. | 3,978 | $672.4K | 0.07% | +300+8.2% | Added |
| Capital Management Associates | 4,000 | $676.1K | 0.75% | +4,000 | New |
| Bokf, NA | 4,045 | $681.0K | 0.01% | +240+6.3% | Added |
| Murphy Pohlad Asset Management LLC | 4,036 | $682.2K | 0.28% | −500−11.0% | Reduced |
| Nabity-Jensen Investment Management Inc | 4,065 | $687.1K | 0.53% | −8−0.2% | Reduced |
| Belpointe Asset Management LLC | 4,069 | $687.7K | 0.04% | −7−0.2% | Reduced |
| Trust Co of Vermont | 4,080 | $689.6K | 0.03% | +114+2.9% | Added |
| Inspire Advisors, LLC | 4,118 | $696.1K | 0.08% | +65+1.6% | Added |
| Portside Wealth Group, LLC | 4,153 | $702.0K | 0.12% | +673+19.3% | Added |
| Horizon Investments, LLC | 4,194 | $708.9K | 0.02% | −594−12.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,202 | $710.3K | 0.14% | −573−12.0% | Reduced |
| CIBC Private Wealth Group, LLC | 4,204 | $710.5K | 0.00% | −313−6.9% | Reduced |
| Future Financial Wealth Managment LLC | 4,222 | $713.6K | 0.51% | −1,994−32.1% | Reduced |
| Prestige Wealth Management Group LLC | 4,238 | $716.3K | 0.15% | +4,220+23,444.4% | Added |
| Alta Wealth Advisors LLC | 4,304 | $727.5K | 0.33% | +198+4.8% | Added |
| Wedbush Securities Inc | 4,352 | $736.0K | 0.03% | −2,797−39.1% | Reduced |
| Abn Amro Investment Solutions | 4,361 | $737.1K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,375 | $739.5K | 0.01% | +1,022+30.5% | Added |
| Summit Trail Advisors, LLC | 4,442 | $750.7K | 0.02% | +718+19.3% | Added |
| Sequoia Financial Advisors, LLC | 4,458 | $753.5K | 0.01% | −1,751−28.2% | Reduced |
| Mediolanum International Funds Ltd | 4,531 | $758.6K | 0.01% | +4,531 | New |
| Pekin Hardy Strauss, Inc. | 4,515 | $763.1K | 0.10% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 4,560 | $770.7K | 0.02% | −37−0.8% | Reduced |
| NorthRock Partners, LLC | 4,577 | $773.6K | 0.03% | +101+2.3% | Added |
| Argent Financial Group, Inc. | 4,602 | $777.8K | 0.09% | +4,602 | New |
| GAMMA Investing LLC | 4,701 | $794.6K | 0.08% | +889+23.3% | Added |
| Ballentine Partners, LLC | 4,702 | $794.7K | 0.01% | +75+1.6% | Added |
| Man Group plc | 4,754 | $803.5K | 0.00% | +4,754 | New |
| Monetary Management Group Inc | 4,775 | $807.1K | 0.21% | 00.0% | Unchanged |
| Invst, LLC | 4,824 | $815.3K | 0.10% | −141−2.8% | Reduced |
| Greenland Capital Management LP | 4,830 | $816.4K | 0.15% | −2,000−29.3% | Reduced |
| SG Americas Securities, LLC | 4,831 | $817.0K | 0.00% | −55,389−92.0% | Reduced |
| Highline Wealth Partners LLC | 4,865 | $822.3K | 0.28% | +5+0.1% | Added |
| Impact Partnership Wealth, LLC | 4,882 | $825.2K | 0.19% | −10.0% | Reduced |
| Benjamin Edwards Inc | 4,897 | $827.7K | 0.01% | +3,897+389.7% | Added |
| Bryn Mawr Trust Co | 4,932 | $833.6K | 0.01% | +4,932 | New |
| Vestmark Advisory Solutions, Inc. | 4,945 | $835.8K | 0.03% | +72+1.5% | Added |
| Emergent Wealth Advisors, LLC | 4,976 | $841.1K | 0.62% | +155+3.2% | Added |
| GTS Securities LLC | 4,980 | $841.7K | 0.02% | +4,980 | New |
| Monument Capital Management | 4,986 | $842.8K | 0.23% | −232−4.4% | Reduced |
| American Assets Inc | 5,000 | $845.1K | 0.28% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 5,010 | $846.7K | 0.07% | +132+2.7% | Added |
| Parallel Advisors, LLC | 5,054 | $854.3K | 0.02% | +244+5.1% | Added |
| TBH Global Asset Management, LLC | 5,102 | $862.3K | 0.19% | +3+0.1% | Added |
| HB Wealth Management, LLC | 5,133 | $867.7K | 0.01% | +513+11.1% | Added |
| Hilltop Holdings Inc. | 5,135 | $867.8K | 0.06% | +2,733+113.8% | Added |
| Genesee Capital Advisors, LLC | 5,140 | $868.8K | 0.42% | −319−5.8% | Reduced |
| Evergreen Capital Management LLC | 5,153 | $870.9K | 0.03% | +3,079+148.5% | Added |
| Bluefin Capital Management, LLC | 5,200 | $878.9K | 0.36% | +5,200 | New |
| IHT Wealth Management, LLC | 5,270 | $891.2K | 0.03% | +1,204+29.6% | Added |
| Two Sigma Advisers, LP | 5,300 | $895.8K | 0.00% | −5,000−48.5% | Reduced |
| Infrastructure Capital Advisors, LLC | 5,383 | $909.8K | 0.13% | +1,430+36.2% | Added |
| Kestra Advisory Services, LLC | 5,385 | $910.2K | 0.01% | −16,828−75.8% | Reduced |
| Ausdal Financial Partners, Inc. | 5,412 | $914.7K | 0.10% | −301−5.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $915.4K | 0.01% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 5,335 | $916.0K | 0.09% | +2,794+110.0% | Added |
| Autumn Glory Partners, LLC | 5,420 | $916.1K | 0.35% | +2,710+100.0% | Added |
| Gilman Hill Asset Management, LLC | 5,451 | $921.3K | 0.15% | +425+8.5% | Added |
| ClearAlpha Technologies LP | 5,458 | $922.5K | 0.39% | +522+10.6% | Added |
| Signaturefd, LLC | 5,471 | $924.8K | 0.02% | +486+9.7% | Added |
| Checchi Capital Advisers, LLC | 5,575 | $942.3K | 0.07% | −56−1.0% | Reduced |
| Harvest Portfolios Group Inc. | 5,592 | $945.2K | 0.03% | +3,257+139.5% | Added |
| Custom Index Systems, LLC | 5,665 | $957.5K | 0.52% | +244+4.5% | Added |
| Applied Finance Capital Management, LLC | 5,684 | $960.7K | 0.04% | +512+9.9% | Added |
| Ellevest, Inc. | 5,689 | $961.6K | 0.05% | −250−4.2% | Reduced |
| Wellington Shields & Co., LLC | 5,700 | $963.4K | 0.29% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 5,729 | $968.3K | 0.06% | +752+15.1% | Added |
| Engineers Gate Manager LP | 5,729 | $968.3K | 0.02% | +5,729 | New |
| Adams Asset Advisors, LLC | 5,789 | $978.5K | 0.13% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 5,820 | $983.6K | 0.07% | −26−0.4% | Reduced |
| Inceptionr LLC | 5,823 | $984.2K | 0.24% | +4,431+318.3% | Added |
| Aspiriant, LLC | 5,851 | $988.9K | 0.04% | +103+1.8% | Added |
| MidWestOne Financial Group, Inc. | 5,866 | $991.5K | 0.14% | +322+5.8% | Added |
| Stamos Capital Partners, L.P. | 5,960 | $1.01M | 0.24% | −4,120−40.9% | Reduced |
| Sigma Planning Corp | 6,062 | $1.02M | 0.03% | −318−5.0% | Reduced |
| Keybank National Association | 6,090 | $1.03M | 0.00% | +9+0.1% | Added |
| Syon Capital LLC | 6,097 | $1.03M | 0.09% | −35−0.6% | Reduced |
| MSH Capital Advisors LLC | 6,114 | $1.03M | 0.32% | 00.0% | Unchanged |
| Caxton Associates LP | 6,128 | $1.04M | 0.05% | +6,128 | New |
| Coldstream Capital Management Inc | 6,114 | $1.04M | 0.02% | +321+5.5% | Added |
| Harvest Fund Management Co., Ltd | 6,158 | $1.04M | 0.06% | −120−1.9% | Reduced |
| Marino, Stram & Associates LLC | 6,170 | $1.04M | 0.23% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 6,170 | $1.04M | 0.28% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 6,175 | $1.04M | 0.03% | +68+1.1% | Added |
| Harbor Capital Advisors, Inc. | 6,189 | $1.05M | 0.05% | +28+0.5% | Added |
| Groupama Asset Managment | 7,721 | $1.05M | 0.03% | +67+0.9% | Added |
| Catalytic Wealth RIA, LLC | 6,210 | $1.05M | 0.18% | +830+15.4% | Added |
| CFM Wealth Partners LLC | 6,301 | $1.07M | 0.19% | +1,798+39.9% | Added |
| Investors Research Corp | 6,331 | $1.07M | 0.23% | −5,456−46.3% | Reduced |
| Gsa Capital Partners LLP | 6,357 | $1.07M | 0.08% | −11,021−63.4% | Reduced |