Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
In the last 90 days, Simon Property Group Inc. insiders filed 11 open-market purchases and 0 sales; 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 |
|---|---|---|---|---|---|
| Retirement Planning Co of New England, Inc. | 6,368 | $1.08M | 0.54% | −109−1.7% | Reduced |
| Wedmont Private Capital | 6,511 | $1.09M | 0.06% | +361+5.9% | Added |
| Resources Investment Advisors, LLC. | 6,509 | $1.10M | 0.01% | +190+3.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,551 | $1.11M | 0.00% | +6,551 | New |
| Shell Asset Management Co | 6,592 | $1.11M | 0.05% | +6,592 | New |
| Perigon Wealth Management, LLC | 6,637 | $1.12M | 0.03% | −362−5.2% | Reduced |
| Knollwood Investment Advisory, LLC | 6,650 | $1.12M | 0.12% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 6,672 | $1.13M | 0.02% | +5,326+395.7% | Added |
| Apollon Wealth Management, LLC | 6,701 | $1.13M | 0.03% | +599+9.8% | Added |
| Oddo BHF Asset Management SAS | 6,766 | $1.14M | 0.06% | +6,766 | New |
| Carmel Capital Partners, LLC | 6,899 | $1.17M | 0.45% | +56+0.8% | Added |
| Lake Street Advisors Group, LLC | 6,927 | $1.17M | 0.05% | −12,446−64.2% | Reduced |
| Centiva Capital, LP | 6,957 | $1.18M | 0.05% | −2,152−23.6% | Reduced |
| Raymond James Trust N.A. | 6,996 | $1.18M | 0.03% | +110+1.6% | Added |
| Gifford Fong Associates | 7,000 | $1.18M | 0.30% | 00.0% | Unchanged |
| National Asset Management, Inc. | 7,069 | $1.19M | 0.03% | +48+0.7% | Added |
| Wetherby Asset Management Inc | 7,069 | $1.19M | 0.05% | −100−1.4% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 7,150 | $1.21M | 0.20% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 7,205 | $1.22M | 1.06% | +5+0.1% | Added |
| TrueWealth Advisors, LLC | 7,260 | $1.23M | 0.41% | 00.0% | Unchanged |
| Group One Trading, L.P. | 7,329 | $1.24M | 0.05% | −11,067−60.2% | Reduced |
| Illinois Municipal Retirement Fund | 7,454 | $1.26M | 0.02% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 7,473 | $1.26M | 0.14% | −689−8.4% | Reduced |
| Gabelli Funds LLC | 7,500 | $1.27M | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 7,555 | $1.28M | 0.04% | +4,241+128.0% | Added |
| Kinneret Advisory, LLC | 7,595 | $1.28M | 0.12% | −100−1.3% | Reduced |
| Bedel Financial Consulting, Inc. | 7,618 | $1.29M | 0.18% | −88−1.1% | Reduced |
| Assenagon Asset Management S.A. | 7,650 | $1.29M | 0.00% | +607+8.6% | Added |
| Steel Peak Wealth Management LLC | 7,707 | $1.30M | 0.06% | +117+1.5% | Added |
| Paradigm Asset Management Co LLC | 7,735 | $1.31M | 0.34% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 7,757 | $1.31M | 0.24% | −18−0.2% | Reduced |
| Qtron Investments LLC | 7,798 | $1.32M | 0.18% | 00.0% | Unchanged |
| AXS Investments LLC | 7,803 | $1.32M | 0.35% | −181−2.3% | Reduced |
| Frank, Rimerman Advisors LLC | 7,824 | $1.32M | 0.09% | +41+0.5% | Added |
| Snowden Capital Advisors LLC | 7,895 | $1.33M | 0.04% | −124−1.5% | Reduced |
| AlphaStar Capital Management, LLC | 7,954 | $1.34M | 0.11% | +1,648+26.1% | Added |
| Versor Investments LP | 8,090 | $1.37M | 0.22% | +2,300+39.7% | Added |
| Mark Asset Management LP | 8,095 | $1.37M | 0.17% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 8,098 | $1.37M | 0.01% | −34,229−80.9% | Reduced |
| FNY Investment Advisers, LLC | 8,100 | $1.37M | 0.66% | +7,700+1,925.0% | Added |
| Palogic Value Management, L.P. | 8,133 | $1.37M | 0.55% | +98+1.2% | Added |
| Renaissance Group LLC | 8,144 | $1.38M | 0.06% | −250−3.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 6,922 | $1.39M | 0.00% | +294+4.4% | Added |
| Swiss Life Asset Management Ltd | 8,218 | $1.39M | 0.02% | −2,366−22.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,219 | $1.39M | 0.06% | +1,871+29.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 8,321 | $1.41M | 0.05% | −200−2.3% | Reduced |
| NewEdge Wealth, LLC | 8,327 | $1.41M | 0.03% | +398+5.0% | Added |
| Profund Advisors LLC | 8,438 | $1.43M | 0.05% | +3,269+63.2% | Added |
| Castle Rock Wealth Management, LLC | 8,657 | $1.46M | 0.35% | +91+1.1% | Added |
| Personal Cfo Solutions, LLC | 8,656 | $1.46M | 0.20% | +173+2.0% | Added |
| Clarius Group, LLC | 8,677 | $1.47M | 0.10% | −66−0.8% | Reduced |
| Prudential PLC | 8,743 | $1.48M | 0.01% | +2,720+45.2% | Added |
| Assetmark, Inc | 8,769 | $1.48M | 0.00% | +322+3.8% | Added |
| CWA Asset Management Group, LLC | 8,892 | $1.50M | 0.08% | +8,892 | New |
| Norden Group LLC | 9,031 | $1.53M | 0.18% | +7,084+363.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,074 | $1.53M | 0.11% | −1,439−13.7% | Reduced |
| One Capital Management, LLC | 9,079 | $1.53M | 0.05% | +82+0.9% | Added |
| Miracle Mile Advisors, LLC | 9,155 | $1.55M | 0.04% | −476−4.9% | Reduced |
| Western Financial Corp | 9,245 | $1.56M | 0.89% | +1,980+27.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,279 | $1.57M | 0.01% | +5,177+126.2% | Added |
| CWM, LLC | 9,382 | $1.59M | 0.01% | +302+3.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 9,409 | $1.59M | 0.02% | +1,615+20.7% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 9,409 | $1.59M | 0.02% | +9,409 | New |
| Valeo Financial Advisors, LLC | 9,444 | $1.60M | 0.05% | +130+1.4% | Added |
| Radnor Capital Management, LLC | 9,479 | $1.60M | 0.24% | +9,479 | New |
| Tokio Marine Asset Management Co Ltd | 9,594 | $1.62M | 0.07% | +436+4.8% | Added |
| AIA Group Ltd | 9,600 | $1.62M | 0.04% | −4,106−30.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 9,600 | $1.62M | 0.36% | +9,000+1,500.0% | Added |
| Penserra Capital Management LLC | 9,646 | $1.63M | 0.04% | +1,413+17.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,713 | $1.64M | 0.04% | −660−6.4% | Reduced |
| Greenleaf Trust | 9,736 | $1.65M | 0.01% | +113+1.2% | Added |
| Pitcairn Co | 9,840 | $1.66M | 0.10% | +280+2.9% | Added |
| Ritholtz Wealth Management | 9,851 | $1.67M | 0.05% | +1,128+12.9% | Added |
| BCGM Wealth Management, LLC | 9,877 | $1.67M | 0.54% | +45+0.5% | Added |
| Promethium Advisors,llc | 9,912 | $1.68M | 1.18% | +9,912 | New |
| Jeppson Wealth Management, LLC | 9,930 | $1.68M | 0.60% | −5−0.1% | Reduced |
| Mystic Asset Management, Inc. | 9,980 | $1.69M | 0.64% | +60+0.6% | Added |
| Alpine Woods Capital Investors, LLC | 9,387 | $1.70M | 0.30% | −503−5.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 10,085 | $1.70M | 0.12% | −90−0.9% | Reduced |
| Brinker Capital Investments, LLC | 10,139 | $1.71M | 0.02% | +1,192+13.3% | Added |
| Orion Portfolio Solutions, LLC | 10,139 | $1.71M | 0.02% | +1,192+13.3% | Added |
| Meeder Advisory Services, Inc. | 10,178 | $1.72M | 0.11% | −149−1.4% | Reduced |
| Granger Management LLC | 10,203 | $1.72M | 0.34% | −10.0% | Reduced |
| Chilton Capital Management LLC | 10,361 | $1.75M | 0.07% | −4,825−31.8% | Reduced |
| RSM US Wealth Management LLC | 10,350 | $1.75M | 0.03% | +1,424+16.0% | Added |
| Diversified Trust Co | 10,479 | $1.77M | 0.04% | +3,410+48.2% | Added |
| Perpetual Ltd | 10,610 | $1.79M | 0.02% | −3,550−25.1% | Reduced |
| KG&L Capital Management,LLC | 11,081 | $1.81M | 0.58% | −1,200−9.8% | Reduced |
| Cullen Capital Management LLC | 10,700 | $1.81M | 0.02% | +1,963+22.5% | Added |
| iA Global Asset Management Inc. | 10,860 | $1.84M | 0.03% | +586+5.7% | Added |
| Jamison Private Wealth Management, Inc. | 10,899 | $1.84M | 0.28% | +2,446+28.9% | Added |
| Integrated Wealth Concepts LLC | 10,913 | $1.84M | 0.02% | +2,870+35.7% | Added |
| Lincluden Management Ltd | 11,131 | $1.88M | 0.21% | −248−2.2% | Reduced |
| Premier Path Wealth Partners, LLC | 11,177 | $1.89M | 0.30% | +141+1.3% | Added |
| Cascade Investment Advisors, Inc. | 11,253 | $1.90M | 1.21% | −150−1.3% | Reduced |
| Holocene Advisors, LP | 11,255 | $1.90M | 0.01% | +11,255 | New |
| Presima Inc. | 11,302 | $1.91M | 0.42% | −14,925−56.9% | Reduced |
| Red Cedar Investment Management, LLC | 17,591 | $1.92M | 0.24% | +10,644+153.2% | Added |
| Everence Capital Management Inc | 11,429 | $1.93M | 0.12% | 00.0% | Unchanged |
| Howland Capital Management LLC | 11,511 | $1.95M | 0.08% | −300−2.5% | Reduced |