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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
1,135
+45 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
119
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.

Institutional holdersQ3 2024: 1,136 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ3 2024: $48.8B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$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.

Institutions holding SPG in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Wintrust Investments LLC315$53.0K0.04%−2,844−90.0%Reduced
Kozak & Associates, Inc.302$52.9K0.01%+4+1.3%Added
First Pacific Financial312$52.7K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.311$52.5K0.02%00.0%Unchanged
American National Bank310$52.4K0.01%−2−0.6%Reduced
Edmond de Rothschild Holding S.A.310$52.4K0.00%00.0%Unchanged
Ashton Thomas Securities, LLC309$52.2K0.01%+309New
Householder Group Estate & Retirement Specialist, LLC309$52.0K0.02%00.0%Unchanged
Financial Freedom, LLC305$51.5K0.03%+4+1.3%Added
Old Point Trust & Financial Services N A300$50.7K0.02%00.0%Unchanged
Rise Advisors, LLC284$47.9K0.02%+4+1.4%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC277$46.8K0.00%+11+4.1%Added
Indiana Trust & Investment Management CO265$44.8K0.02%00.0%Unchanged
Crewe Advisors LLC263$44.5K0.01%+4+1.5%Added
Zions Bancorporation, N.A.259$43.8K0.00%−14−5.1%Reduced
Key Financial Inc255$43.1K0.01%+8+3.2%Added
Eastern Bank250$42.3K0.00%+250New
Trivant Custom Portfolio Group, LLC250$42.3K0.02%+250New
Salem Investment Counselors Inc249$42.1K0.00%+80+47.3%Added
PSI Advisors, LLC244$41.2K0.01%00.0%Unchanged
MV Capital Management, Inc.243$41.1K0.00%−1−0.4%Reduced
BOK Financial Private Wealth, Inc.235$39.7K0.00%00.0%Unchanged
Arlington Trust Co LLC233$39.4K0.01%00.0%Unchanged
Bogart Wealth, LLC229$38.7K0.00%00.0%Unchanged
DT Investment Partners, LLC228$38.5K0.00%00.0%Unchanged
Atlas Capital Advisors LLC225$38.0K0.01%00.0%Unchanged
Beacon Capital Management, LLC219$37.0K0.01%00.0%Unchanged
Bruce G. Allen Investments, LLC216$36.5K0.03%00.0%Unchanged
Valley National Advisers Inc202$34.0K0.01%−112−35.7%Reduced
Webster Bank, N. A.200$33.8K0.00%00.0%Unchanged
Capital Performance Advisors LLP176$29.8K0.01%+176New
AdvisorNet Financial, Inc176$29.7K0.00%+5+2.9%Added
Atlantic Trust, LLC158$26.7K0.01%00.0%Unchanged
Atwood & Palmer Inc155$26.2K0.00%00.0%Unchanged
Covestor Ltd152$26.0K0.02%−7−4.4%Reduced
GW&K Investment Management, LLC152$26.0K0.00%+24+18.8%Added
Boyd Watterson Asset Management LLC153$25.9K0.01%00.0%Unchanged
Colonial Trust Co152$24.6K0.00%−10−6.2%Reduced
Bartlett & Co. Wealth Management LLC145$24.5K0.00%00.0%Unchanged
Brown Brothers Harriman & Co140$23.7K0.00%+67+91.8%Added
West Paces Advisors Inc.138$23.3K0.01%00.0%Unchanged
Riverview Trust Co135$22.8K0.02%+6+4.7%Added
Global Financial Private Client, LLC128$21.6K0.01%+128New
Cedar Mountain Advisors, LLC127$21.4K0.00%+2+1.6%Added
Abound Wealth Management125$21.1K0.01%00.0%Unchanged
EnRich Financial Partners LLC123$20.8K0.01%−15−10.9%Reduced
Raleigh Capital Management Inc.122$20.6K0.01%−1−0.8%Reduced
Western Pacific Wealth Management, LP120$20.3K0.01%+120New
WFA of San Diego, LLC118$19.9K0.02%00.0%Unchanged
First United Bank Trust113$19.1K0.01%00.0%Unchanged
Fairscale Capital, LLC110$18.6K0.02%00.0%Unchanged
Riggs Asset Managment Co. Inc.109$18.4K0.01%00.0%Unchanged
Richardson Financial Services Inc.120$18.2K0.01%00.0%Unchanged
Ancora Advisors, LLC105$17.7K0.00%−1−0.9%Reduced
Grayhawk Investment Strategies Inc.105$17.7K0.03%00.0%Unchanged
Pathway Financial Advisers, LLC104$17.6K0.01%−84−44.7%Reduced
Johnson Financial Group, Inc.100$16.9K0.00%−400−80.0%Reduced
Operose Advisors LLC100$16.9K0.01%−110−52.4%Reduced
Provenance Wealth Advisors, LLC100$16.9K0.00%00.0%Unchanged
Pacific Center for Financial Services99$16.7K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.98$16.6K0.00%−4−3.9%Reduced
Hemington Wealth Management85$14.0K0.00%+85New
True Wealth Design, LLC79$13.4K0.01%+79New
Financial Management Professionals, Inc.79$13.0K0.00%−6−7.1%Reduced
Center for Financial Planning, Inc.76$12.8K0.00%−11−12.6%Reduced
Private Wealth Management Group, LLC75$12.7K0.01%+2+2.7%Added
Bell Investment Advisors, Inc74$12.5K0.00%00.0%Unchanged
Asset Dedication, LLC73$12.3K0.00%00.0%Unchanged
Hollencrest Capital Management72$12.2K0.00%+30+71.4%Added
Wolff Wiese Magana LLC71$12.0K0.01%+66+1,320.0%Added
Grove Bank & Trust70$11.8K0.00%+46+191.7%Added
Christopher J. Hasenberg, Inc69$11.5K0.00%00.0%Unchanged
Hexagon Capital Partners LLC68$11.4K0.00%+1+1.5%Added
Adirondack Trust Co66$11.2K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC65$11.0K0.00%−7−9.7%Reduced
Cullen/Frost Bankers, Inc.62$10.5K0.00%00.0%Unchanged
Aviso Financial Inc.62$10.5K0.00%+62New
Costello Asset Management, INC60$10.1K0.01%−2−3.2%Reduced
Redmont Wealth Advisors LLC56$9.46K0.01%00.0%Unchanged
Northwest Investment Counselors, LLC56$9.46K0.00%+56New
Anfield Capital Management, LLC53$8.96K0.00%00.0%Unchanged
Oakworth Capital, Inc.52$8.79K0.00%00.0%Unchanged
Godsey & Gibb Associates50$8.45K0.00%00.0%Unchanged
Colonial Trust Advisors50$8.45K0.00%00.0%Unchanged
Dunhill Financial, LLC50$8.40K0.00%+22+78.6%Added
Gold Investment Management Ltd.45$7.61K0.00%00.0%Unchanged
Avion Wealth44$7.00K0.00%−3−6.4%Reduced
Independence Bank of Kentucky40$6.76K0.00%00.0%Unchanged
Continuum Advisory, LLC37$6.60K0.00%+18+94.7%Added
WR Wealth Planners, LLC39$6.59K0.00%00.0%Unchanged
Leonteq Securities AG38$6.42K0.00%−646−94.4%Reduced
Jackson, Grant Investment Advisers, Inc.38$6.42K0.00%00.0%Unchanged
Aspect Partners, LLC38$6.42K0.00%00.0%Unchanged
Sachetta, LLC34$5.75K0.00%+5+17.2%Added
Arrow Financial Corp34$5.75K0.00%00.0%Unchanged
Raffa Wealth Management, LLC34$5.75K0.00%00.0%Unchanged
Creative Capital Management Investments LLC33$5.58K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC32$5.37K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC31$5.24K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC29$4.90K0.00%00.0%Unchanged