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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 23,287 | $3.94M | 0.03% | −2,668−10.3% | Reduced |
| Pensionfund Sabic | 24,606 | $4.16M | 1.30% | −5,000−16.9% | Reduced |
| Fiduciary Group LLC | 24,714 | $4.18M | 0.42% | −598−2.4% | Reduced |
| Vinva Investment Management Ltd | 25,286 | $4.24M | 0.18% | +12,635+99.9% | Added |
| Aviva PLC | 25,110 | $4.24M | 0.01% | −13,640−35.2% | Reduced |
| Gulf International Bank (UK) Ltd | 25,873 | $4.37M | 0.11% | −1,053−3.9% | Reduced |
| Atria Investments LLC | 25,911 | $4.38M | 0.05% | −1,412−5.2% | Reduced |
| Bamco Inc | 26,141 | $4.42M | 0.01% | −16,934−39.3% | Reduced |
| Oregon Public Employees Retirement Fund | 26,205 | $4.43M | 0.08% | −1,750−6.3% | Reduced |
| Fifth Third Bancorp | 26,292 | $4.44M | 0.02% | −1,353−4.9% | Reduced |
| Great Valley Advisor Group, Inc. | 26,390 | $4.46M | 0.11% | +1,435+5.8% | Added |
| Norinchukin Bank, The | 26,626 | $4.50M | 0.11% | +197+0.7% | Added |
| TownSquare Capital, LLC | 27,125 | $4.58M | 0.05% | +2,191+8.8% | Added |
| Nicholas Investment Partners, LP | 27,148 | $4.59M | 0.42% | +3,241+13.6% | Added |
| J. Safra Sarasin Holding AG | 27,963 | $4.73M | 0.08% | −731−2.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 28,258 | $4.78M | 0.02% | +1,310+4.9% | Added |
| APG Asset Management N.V. | 31,541 | $4.78M | 0.03% | −37,588−54.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,333 | $4.79M | 0.02% | −22,673−44.5% | Reduced |
| D.A. Davidson & Co. | 28,350 | $4.79M | 0.04% | −440−1.5% | Reduced |
| Omers Administration Corp | 28,515 | $4.82M | 0.04% | +8,900+45.4% | Added |
| Elo Mutual Pension Insurance Co | 28,772 | $4.86M | 0.10% | −3,144−9.9% | Reduced |
| Condor Capital Management | 28,883 | $4.88M | 0.44% | −72−0.2% | Reduced |
| Land & Buildings Investment Management, LLC | 29,300 | $4.95M | 1.01% | −52,712−64.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 30,100 | $5.09M | 0.06% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 30,133 | $5.09M | 0.03% | −1,729−5.4% | Reduced |
| Brevan Howard Capital Management LP | 30,423 | $5.14M | 0.25% | +18,547+156.2% | Added |
| McGinn Investment Management, Inc. | 30,744 | $5.20M | 3.46% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 30,837 | $5.21M | 0.03% | +1,178+4.0% | Added |
| Concurrent Investment Advisors, LLC | 30,887 | $5.22M | 0.15% | +151+0.5% | Added |
| Concentric Wealth Management, LLC | 31,091 | $5.25M | 1.28% | −79−0.3% | Reduced |
| Intech Investment Management LLC | 31,388 | $5.31M | 0.06% | +5,484+21.2% | Added |
| CWM Advisors, LLC | 31,391 | $5.31M | 0.54% | −1,716−5.2% | Reduced |
| Foundations Investment Advisors, LLC | 31,479 | $5.32M | 0.11% | +31,479 | New |
| Tocqueville Asset Management L.P. | 32,025 | $5.41M | 0.09% | −595−1.8% | Reduced |
| Gotham Asset Management, LLC | 32,312 | $5.46M | 0.06% | −1,050−3.1% | Reduced |
| Sheets Smith Wealth Management | 32,338 | $5.47M | 0.67% | +20.0% | Added |
| Sterling Capital Management LLC | 32,461 | $5.49M | 0.07% | +32,461 | New |
| Westpac Banking Corp | 32,493 | $5.49M | 0.37% | +1,543+5.0% | Added |
| JustInvest LLC | 33,823 | $5.72M | 0.09% | +3,428+11.3% | Added |
| Oliver Luxxe Assets LLC | 33,883 | $5.73M | 1.02% | −83−0.2% | Reduced |
| TTP Investments, Inc. | 34,290 | $5.80M | 1.99% | +10,147+42.0% | Added |
| Vanderbilt University | 34,440 | $5.82M | 1.08% | +5,898+20.7% | Added |
| Oppenheimer & Co Inc | 34,492 | $5.83M | 0.09% | −4,106−10.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 34,597 | $5.85M | 0.15% | +1,016+3.0% | Added |
| Barometer Capital Management Inc. | 35,450 | $5.99M | 1.73% | +1,600+4.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 35,520 | $5.99M | 0.01% | −4,081−10.3% | Reduced |
| Waters Parkerson & Co., LLC | 35,755 | $6.04M | 0.31% | +275+0.8% | Added |
| International Assets Investment Management, LLC | 892,085 | $6.09M | 0.03% | +887,356+18,764.1% | Added |
| New Insight Wealth Advisors | 36,935 | $6.24M | 3.29% | −7,128−16.2% | Reduced |
| Mutual of America Capital Management LLC | 37,738 | $6.38M | 0.07% | −3,369−8.2% | Reduced |
| Beacon Pointe Advisors, LLC | 37,802 | $6.39M | 0.07% | −1,018−2.6% | Reduced |
| Federated Hermes, Inc. | 37,994 | $6.42M | 0.01% | +16,982+80.8% | Added |
| Cresset Asset Management, LLC | 38,201 | $6.46M | 0.03% | +3,618+10.5% | Added |
| Ethic Inc. | 41,381 | $6.48M | 0.16% | −11,909−22.3% | Reduced |
| Elevatus Welath Management | 38,340 | $6.48M | 2.12% | +5,835+18.0% | Added |
| Patton Fund Management, Inc. | 38,630 | $6.53M | 1.35% | +38,630 | New |
| Crossmark Global Holdings, Inc. | 39,396 | $6.66M | 0.12% | −869−2.2% | Reduced |
| Greystone Financial Group, LLC | 39,701 | $6.71M | 1.20% | +889+2.3% | Added |
| L & S Advisors Inc | 39,949 | $6.75M | 0.71% | −6,976−14.9% | Reduced |
| Baird Financial Group, Inc. | 40,125 | $6.78M | 0.01% | −1,593−3.8% | Reduced |
| Bank of Nova Scotia | 40,166 | $6.79M | 0.01% | +6,223+18.3% | Added |
| Northwestern Mutual Wealth Management Co | 40,540 | $6.85M | 0.01% | +442+1.1% | Added |
| HGK Asset Management Inc | 41,434 | $7.00M | 1.30% | −3,667−8.1% | Reduced |
| Brown Advisory Inc | 41,583 | $7.03M | 0.01% | +35,119+543.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 41,821 | $7.07M | 0.07% | +222+0.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 42,608 | $7.15M | 0.03% | −105−0.2% | Reduced |
| Sanctuary Advisors, LLC | 39,783 | $7.21M | 0.05% | +6,475+19.4% | Added |
| Spectrum Wealth Counsel, LLC | 43,059 | $7.28M | 0.86% | +8,634+25.1% | Added |
| Winslow Asset Management Inc | 43,104 | $7.29M | 1.35% | −811−1.8% | Reduced |
| Rafferty Asset Management, LLC | 43,564 | $7.36M | 0.03% | −1,431−3.2% | Reduced |
| Pathstone Holdings, LLC | 43,706 | $7.39M | 0.03% | −528−1.2% | Reduced |
| Empowered Funds, LLC | 43,810 | $7.40M | 0.12% | +6,437+17.2% | Added |
| Credit Agricole S A | 44,017 | $7.44M | 0.04% | +3,967+9.9% | Added |
| Alpha Omega Wealth Management LLC | 44,400 | $7.50M | 1.38% | −886−2.0% | Reduced |
| TD Waterhouse Canada Inc. | 44,916 | $7.55M | 0.06% | +41,267+1,130.9% | Added |
| tru Independence LLC | 44,735 | $7.56M | 2.21% | −950−2.1% | Reduced |
| Metis Global Partners, LLC | 44,816 | $7.57M | 0.24% | +5,809+14.9% | Added |
| Public Employees Retirement Association of Colorado | 45,134 | $7.63M | 0.03% | +60.0% | Added |
| CIBC Asset Management Inc | 45,308 | $7.66M | 0.02% | +1,506+3.4% | Added |
| New York Life Investment Management LLC | 45,826 | $7.75M | 0.08% | −3,723−7.5% | Reduced |
| Allstate Corp | 45,937 | $7.76M | 0.74% | −18,593−28.8% | Reduced |
| Cerity Partners LLC | 47,364 | $8.01M | 0.02% | +14,893+45.9% | Added |
| CIBC World Markets Inc. | 47,937 | $8.10M | 0.02% | +4,506+10.4% | Added |
| Quantinno Capital Management LP | 48,222 | $8.15M | 0.11% | +13,223+37.8% | Added |
| Advisor Group Holdings, Inc. | 48,347 | $8.18M | 0.02% | −1,613−3.2% | Reduced |
| Everett Harris & Co | 49,025 | $8.29M | 0.10% | +234+0.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 49,522 | $8.37M | 0.15% | +34,188+223.0% | Added |
| GSI Capital Advisors LLC | 49,596 | $8.38M | 4.20% | −7,676−13.4% | Reduced |
| Investment Management Corp of Ontario | 51,193 | $8.65M | 0.19% | −1,688−3.2% | Reduced |
| Allianz SE | 51,425 | $8.69M | 0.24% | 00.0% | Unchanged |
| Laurion Capital Management LP | 51,627 | $8.73M | 0.56% | +51,627 | New |
| Yousif Capital Management, LLC | 52,359 | $8.85M | 0.10% | −2,877−5.2% | Reduced |
| Staley Capital Advisers Inc | 52,785 | $8.92M | 0.40% | −4,060−7.1% | Reduced |
| Public Sector Pension Investment Board | 53,411 | $9.03M | 0.05% | +8,132+18.0% | Added |
| Utah Retirement Systems | 53,507 | $9.04M | 0.10% | +200+0.4% | Added |
| British Columbia Investment Management Corp | 54,387 | $9.19M | 0.06% | −8,027−12.9% | Reduced |
| Hudson Bay Capital Management LP | 54,500 | $9.21M | 0.06% | +5,448+11.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 55,047 | $9.30M | 0.01% | −11,511−17.3% | Reduced |
| Cinctive Capital Management LP | 55,346 | $9.35M | 0.54% | +55,346 | New |
| Edgestream Partners, L.P. | 55,828 | $9.44M | 0.41% | +41,929+301.7% | Added |