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 |
|---|---|---|---|---|---|
| Fortem Financial Group, LLC | 11,559 | $1.95M | 0.79% | −9,896−46.1% | Reduced |
| Affinity Investment Advisors, LLC | 11,608 | $1.96M | 1.35% | −56−0.5% | Reduced |
| Slagle Financial, LLC | 11,622 | $1.96M | 0.87% | +1,144+10.9% | Added |
| First Citizens Bank & Trust Co | 11,627 | $1.97M | 0.04% | +30.0% | Added |
| Agf Management Ltd | 11,740 | $1.98M | 0.01% | +449+4.0% | Added |
| Convergence Investment Partners, LLC | 11,759 | $1.99M | 0.54% | +355+3.1% | Added |
| Signet Financial Management, LLC | 11,834 | $2.00M | 0.25% | +79+0.7% | Added |
| Verition Fund Management LLC | 11,864 | $2.01M | 0.01% | +5,778+94.9% | Added |
| Arbor Capital Management Inc | 11,992 | $2.02M | 1.91% | −691−5.4% | Reduced |
| Black Swift Group, LLC | 12,035 | $2.03M | 0.45% | −1,490−11.0% | Reduced |
| Veriti Management LLC | 12,099 | $2.05M | 0.11% | +184+1.5% | Added |
| Wellington Shields Capital Management, LLC | 12,225 | $2.07M | 0.36% | +1,550+14.5% | Added |
| Park Avenue Securities LLC | 12,349 | $2.09M | 0.02% | −1,573−11.3% | Reduced |
| Hamilton Capital Partners Inc. | 12,370 | $2.09M | 0.18% | +9,477+327.6% | Added |
| Jones Financial Companies LLLP | 12,569 | $2.11M | 0.00% | +7,506+148.3% | Added |
| Inspire Trust Co, N.A. | 12,500 | $2.11M | 0.58% | +1,000+8.7% | Added |
| NEOS Investment Management LLC | 12,564 | $2.12M | 0.06% | +2,436+24.1% | Added |
| Del-Sette Capital Management, LLC | 12,583 | $2.13M | 1.66% | +218+1.8% | Added |
| E. Ohman J:or Asset Management AB | 12,700 | $2.15M | 0.05% | −900−6.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 12,762 | $2.16M | 0.16% | −89−0.7% | Reduced |
| Tower Bridge Advisors | 12,825 | $2.17M | 0.22% | −200−1.5% | Reduced |
| Carret Asset Management, LLC | 12,883 | $2.18M | 0.24% | −70−0.5% | Reduced |
| Ossiam | 12,918 | $2.18M | 0.04% | +123+1.0% | Added |
| Avantax Advisory Services, Inc. | 13,018 | $2.20M | 0.01% | −644−4.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,079 | $2.21M | 0.01% | +2,079+18.9% | Added |
| Erste Asset Management GmbH | 13,200 | $2.21M | 0.03% | +1,200+10.0% | Added |
| Steward Partners Investment Advisory, LLC | 13,224 | $2.24M | 0.02% | −517−3.8% | Reduced |
| Jump Financial, LLC | 13,244 | $2.24M | 0.05% | +10,141+326.8% | Added |
| Cunning Capital Partners, LP | 13,265 | $2.24M | 1.19% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 13,297 | $2.25M | 0.04% | +6,161+86.3% | Added |
| Moran Wealth Management, LLC | 13,407 | $2.27M | 0.07% | +13+0.1% | Added |
| CCM Investment Advisers LLC | 13,440 | $2.27M | 0.25% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,465 | $2.28M | 0.01% | +65+0.5% | Added |
| Equitable Holdings, Inc. | 13,546 | $2.29M | 0.02% | +624+4.8% | Added |
| Clough Capital Partners L P | 13,600 | $2.30M | 0.24% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 13,731 | $2.32M | 0.10% | +538+4.1% | Added |
| Diligent Investors, LLC | 13,762 | $2.33M | 0.54% | +22+0.2% | Added |
| Cascade Investment Group, Inc. | 14,071 | $2.38M | 1.74% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 14,213 | $2.40M | 0.64% | +190+1.4% | Added |
| Adell Harriman & Carpenter Inc | 14,950 | $2.53M | 0.18% | −1,690−10.2% | Reduced |
| Financial Management Network Inc | 15,080 | $2.56M | 0.53% | −1,393−8.5% | Reduced |
| United Capital Financial Advisers, LLC | 15,319 | $2.59M | 0.02% | −527−3.3% | Reduced |
| Alberta Investment Management Corp | 15,500 | $2.62M | 0.02% | +15,500 | New |
| Lido Advisors, LLC | 15,531 | $2.63M | 0.02% | +2,667+20.7% | Added |
| Algert Global LLC | 15,621 | $2.64M | 0.07% | +12,816+456.9% | Added |
| CAPROCK Group, Inc. | 15,665 | $2.65M | 0.10% | +10,575+207.8% | Added |
| Boothbay Fund Management, LLC | 15,875 | $2.68M | 0.08% | −7,655−32.5% | Reduced |
| New Mexico Educational Retirement Board | 15,895 | $2.69M | 0.09% | −500−3.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 16,575 | $2.80M | 0.61% | +16,575 | New |
| Ieq Capital, LLC | 16,584 | $2.80M | 0.03% | +2,218+15.4% | Added |
| Redmond Asset Management, LLC | 16,746 | $2.83M | 0.89% | +77+0.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 16,809 | $2.84M | 0.07% | −983−5.5% | Reduced |
| Venture Visionary Partners LLC | 16,865 | $2.85M | 0.12% | +2,334+16.1% | Added |
| Plato Investment Management Ltd | 16,956 | $2.86M | 0.23% | +2,768+19.5% | Added |
| Securian Asset Management, Inc | 16,949 | $2.86M | 0.08% | −1,792−9.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 17,296 | $2.92M | 0.26% | +530+3.2% | Added |
| Louisiana State Employees Retirement System | 17,300 | $2.92M | 0.05% | −1,100−6.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 17,367 | $2.94M | 0.01% | −16,687−49.0% | Reduced |
| Spirit of America Management Corp | 17,500 | $2.96M | 0.59% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 17,722 | $2.97M | 0.02% | +3,845+27.7% | Added |
| Oppenheimer Asset Management Inc. | 17,794 | $3.01M | 0.04% | −635−3.4% | Reduced |
| Prospera Financial Services Inc | 17,858 | $3.02M | 0.08% | +6,819+61.8% | Added |
| Advisors Asset Management, Inc. | 17,874 | $3.02M | 0.06% | +1,387+8.4% | Added |
| Ontario Teachers Pension Plan Board | 18,278 | $3.09M | 0.03% | −29,107−61.4% | Reduced |
| Maryland State Retirement & Pension System | 18,485 | $3.12M | 0.07% | −6,765−26.8% | Reduced |
| Hartford Investment Management Co | 19,309 | $3.26M | 0.11% | −1,591−7.6% | Reduced |
| Atria Wealth Solutions, Inc. | 19,331 | $3.27M | 0.04% | +1,385+7.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 19,381 | $3.28M | 0.35% | −146−0.7% | Reduced |
| Strategic Global Advisors, LLC | 19,499 | $3.30M | 0.65% | −206−1.0% | Reduced |
| Toroso Investments, LLC | 19,596 | $3.31M | 0.04% | −3,116−13.7% | Reduced |
| Lodestone Wealth Management LLC | 19,603 | $3.31M | 1.67% | −111−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 19,654 | $3.32M | 0.09% | +6,171+45.8% | Added |
| Mizuho Securities USA LLC | 19,873 | $3.36M | 0.07% | −5,246−20.9% | Reduced |
| Truist Financial Corp | 19,876 | $3.36M | 0.01% | −21,947−52.5% | Reduced |
| Blair William & Co | 19,986 | $3.38M | 0.01% | +1,660+9.1% | Added |
| Peapack Gladstone Financial Corp | 20,238 | $3.42M | 0.05% | −555−2.7% | Reduced |
| Commerce Bank | 20,597 | $3.48M | 0.02% | −434−2.1% | Reduced |
| Summit Global Investments | 20,678 | $3.50M | 0.22% | +996+5.1% | Added |
| Stevens Capital Management LP | 20,750 | $3.51M | 0.50% | +17,744+590.3% | Added |
| Integrated Advisors Network LLC | 20,967 | $3.54M | 0.17% | +309+1.5% | Added |
| New Potomac Partners, LLC | 21,128 | $3.57M | 1.83% | −2,984−12.4% | Reduced |
| Brookstone Capital Management | 21,170 | $3.58M | 0.05% | +1,678+8.6% | Added |
| Kentucky Retirement Systems | 21,351 | $3.61M | 0.11% | −3,210−13.1% | Reduced |
| Yarbrough Capital, LLC | 21,500 | $3.63M | 0.15% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 21,500 | $3.63M | 0.01% | +19,100+795.8% | Added |
| Naviter Wealth, LLC | 21,854 | $3.69M | 0.51% | −1,886−7.9% | Reduced |
| Waterloo Capital, L.P. | 21,888 | $3.70M | 0.40% | +163+0.8% | Added |
| DoubleLine ETF Adviser LP | 21,895 | $3.70M | 0.90% | +21,895 | New |
| Y-Intercept (Hong Kong) Ltd | 21,962 | $3.71M | 0.23% | +21,962 | New |
| SAM Advisors, LLC | 21,969 | $3.71M | 1.36% | −408−1.8% | Reduced |
| Donoghue Forlines LLC | 22,097 | $3.73M | 1.06% | +12,593+132.5% | Added |
| Grassi Investment Management | 22,134 | $3.74M | 0.32% | −45−0.2% | Reduced |
| Advisory Services Network, LLC | 24,676 | $3.75M | 0.08% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 22,456 | $3.80M | 0.13% | −103−0.5% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 22,596 | $3.82M | 0.58% | −4,439−16.4% | Reduced |
| Cornerstone Wealth Group, LLC | 22,665 | $3.83M | 0.32% | +423+1.9% | Added |
| Pacer Advisors, Inc. | 22,729 | $3.84M | 0.01% | −501−2.2% | Reduced |
| Captrust Financial Advisors | 22,743 | $3.84M | 0.01% | −490−2.1% | Reduced |
| Soltis Investment Advisors LLC | 22,931 | $3.88M | 0.38% | +259+1.1% | Added |
| Truvestments Capital LLC | 22,958 | $3.88M | 1.04% | +221+1.0% | Added |