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 |
|---|---|---|---|---|---|
| Silver Lake Group, L.L.C. | 1,350 | $228.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,350 | $228.2K | 0.07% | 00.0% | Unchanged |
| Simmons Bank | 1,347 | $227.7K | 0.02% | −410−23.3% | Reduced |
| Cidel Asset Management Inc | 1,339 | $226.3K | 0.02% | −109−7.5% | Reduced |
| Silvercrest Asset Management Group LLC | 1,328 | $224.5K | 0.00% | −28−2.1% | Reduced |
| Keel Point, LLC | 1,323 | $223.6K | 0.02% | +1,323 | New |
| L2 Asset Management, LLC | 1,323 | $223.5K | 0.06% | +1,323 | New |
| SpiderRock Advisors, LLC | 1,319 | $223.1K | 0.00% | +1,319 | New |
| Moody National Bank Trust Division | 1,319 | $222.9K | 0.02% | −940−41.6% | Reduced |
| Oxford Asset Management LLP | 1,314 | $222.1K | 0.18% | +1,314 | New |
| Allworth Financial LP | 1,310 | $221.5K | 0.00% | +181+16.0% | Added |
| Clearstead Advisors, LLC | 1,293 | $218.5K | 0.00% | +105+8.8% | Added |
| Activest Wealth Management | 1,290 | $218.0K | 0.07% | +215+20.0% | Added |
| Canopy Partners, LLC | 1,284 | $217.0K | 0.09% | +1,284 | New |
| Gamco Investors, Inc. Et Al | 1,280 | $216.3K | 0.00% | −90−6.6% | Reduced |
| Ridgewood Investments LLC | 1,280 | $216.3K | 0.11% | −71−5.3% | Reduced |
| Logan Capital Management Inc | 1,272 | $215.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 1,265 | $213.7K | 0.00% | +1,265 | New |
| Financial Advisory Service, Inc. | 1,255 | $212.1K | 0.02% | +1,255 | New |
| EPG Wealth Management LLC | 1,254 | $212.0K | 0.05% | +1,254 | New |
| Moors & Cabot, Inc. | 1,249 | $211.2K | 0.01% | −118−8.6% | Reduced |
| Advus Financial Partners, LLC | 1,223 | $206.7K | 0.06% | +1,223 | New |
| Parkside Financial Bank & Trust | 1,221 | $206.4K | 0.03% | +14+1.2% | Added |
| Balboa Wealth Partners | 1,218 | $205.9K | 0.05% | +1,218 | New |
| Massmutual Trust Co FSB | 1,217 | $205.7K | 0.01% | +29+2.4% | Added |
| LifePro Asset Management | 1,211 | $204.7K | 0.13% | +1,211 | New |
| Sherbrooke Park Advisers LLC | 1,208 | $204.2K | 0.05% | −2,227−64.8% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 1,200 | $202.8K | 0.04% | +1,200 | New |
| Flputnam Investment Management Co | 1,197 | $202.4K | 0.00% | +1,197 | New |
| Schubert & Co | 1,196 | $202.1K | 0.14% | +1,196 | New |
| Hilltop National Bank | 1,193 | $201.6K | 0.06% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,190 | $201.1K | 0.07% | +170+16.7% | Added |
| D'Orazio & Associates, Inc. | 1,190 | $201.1K | 0.03% | +1,190 | New |
| Excalibur Management Corp | 1,189 | $201.0K | 0.08% | +1,189 | New |
| Hanover Advisors Inc | 1,187 | $200.6K | 0.08% | +1,187 | New |
| Ashton Thomas Private Wealth, LLC | 1,184 | $200.1K | 0.01% | +52+4.6% | Added |
| Central Trust Co | 1,163 | $196.6K | 0.00% | +1+0.1% | Added |
| Bullock Wealth Management Group | 1,124 | $190.5K | 0.11% | +113+11.2% | Added |
| Thompson Investment Management, Inc. | 1,126 | $190.3K | 0.03% | +9+0.8% | Added |
| Motco | 1,083 | $183.0K | 0.02% | −109−9.1% | Reduced |
| TFC Financial Management | 1,058 | $178.8K | 0.03% | +1,047+9,518.2% | Added |
| Cromwell Holdings LLC | 1,013 | $171.2K | 0.11% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 1,000 | $169.0K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $169.0K | 0.08% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,000 | $169.0K | 0.10% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,000 | $169.0K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 920 | $155.5K | 0.03% | +920 | New |
| Stelac Advisory Services LLC | 881 | $148.9K | 0.06% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 862 | $145.7K | 0.02% | −16−1.8% | Reduced |
| Central Pacific Bank - Trust Division | 862 | $145.7K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 853 | $144.0K | 0.01% | −10−1.2% | Reduced |
| Rosenberg Matthew Hamilton | 823 | $139.1K | 0.04% | +6+0.7% | Added |
| Silvant Capital Management LLC | 821 | $138.8K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 746 | $126.0K | 0.01% | +168+29.1% | Added |
| Headlands Technologies LLC | 743 | $125.6K | 0.01% | +743 | New |
| Muzinich & Co., Inc. | 731 | $123.6K | 0.10% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 725 | $122.6K | 0.00% | −53−6.8% | Reduced |
| CVA Family Office, LLC | 715 | $120.8K | 0.02% | +72+11.2% | Added |
| Montag A & Associates Inc | 702 | $118.7K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 701 | $118.6K | 0.01% | +701 | New |
| Proequities, Inc. | 675 | $114.1K | 0.01% | −28−4.0% | Reduced |
| Fortitude Family Office, LLC | 647 | $109.4K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 644 | $108.8K | 0.05% | +600+1,363.6% | Added |
| Carolinas Wealth Consulting LLC | 636 | $107.5K | 0.02% | −143−18.4% | Reduced |
| Park Place Capital Corp | 634 | $107.2K | 0.03% | +30+5.0% | Added |
| Concord Wealth Partners | 632 | $106.8K | 0.02% | −2−0.3% | Reduced |
| Abich Financial Wealth Management LLC | 631 | $106.7K | 0.24% | −438−41.0% | Reduced |
| Venturi Wealth Management, LLC | 622 | $105.1K | 0.01% | +88+16.5% | Added |
| United Community Bank | 622 | $105.1K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 598 | $101.1K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 596 | $100.7K | 0.01% | −168−22.0% | Reduced |
| Tobam | 591 | $100.0K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 587 | $99.2K | 0.02% | +587 | New |
| Versant Capital Management, Inc | 578 | $97.7K | 0.02% | +259+81.2% | Added |
| Westend Capital Management, LLC | 541 | $91.5K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 537 | $90.8K | 0.04% | +46+9.4% | Added |
| Missouri Trust & Investment Co | 526 | $88.9K | 0.03% | 00.0% | Unchanged |
| Claris Advisors, LLC | 521 | $88.1K | 0.04% | +521 | New |
| Princeton Global Asset Management LLC | 500 | $84.5K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 500 | $84.5K | 0.05% | 00.0% | Unchanged |
| NBT Bank N A | 500 | $84.5K | 0.01% | +500 | New |
| Alpine Bank Wealth Management | 454 | $76.7K | 0.01% | +454 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 446 | $75.4K | 0.02% | −5−1.1% | Reduced |
| Intact Investment Management Inc. | 440 | $74.4K | 0.00% | +440 | New |
| GHP Investment Advisors, Inc. | 428 | $72.4K | 0.00% | +83+24.1% | Added |
| Creative Financial Designs Inc | 422 | $71.3K | 0.01% | +31+7.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 418 | $70.6K | 0.11% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 413 | $70.0K | 0.02% | +214+107.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 412 | $70.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 400 | $67.6K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 390 | $65.9K | 0.00% | +390 | New |
| SRS Capital Advisors, Inc. | 356 | $60.2K | 0.01% | +158+79.8% | Added |
| Nordwand Advisors, LLC | 346 | $58.5K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 345 | $58.3K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 345 | $58.1K | 0.01% | −25−6.8% | Reduced |
| Capital Advisors, Ltd. LLC | 345 | $58.0K | 0.01% | +1+0.3% | Added |
| Delta Asset Management LLC | 340 | $57.5K | 0.00% | −66−16.3% | Reduced |
| Hoey Investments, Inc | 375 | $56.9K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 334 | $56.5K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 327 | $55.0K | 0.02% | 00.0% | Unchanged |