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 |
|---|---|---|---|---|---|
| Corebridge Financial, Inc. | 77,931 | $13.2M | 0.07% | −7,350−8.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 75,817 | $12.8M | 0.13% | +75,817 | New |
| Whittier Trust Co | 74,815 | $12.6M | 0.17% | +2,796+3.9% | Added |
| USS Investment Management Ltd | 74,614 | $12.6M | 0.09% | +130.0% | Added |
| Woodline Partners LP | 73,394 | $12.4M | 0.10% | +73,394 | New |
| Vident Advisory, LLC | 72,404 | $12.2M | 0.31% | −5,467−7.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 70,931 | $12.0M | 1.04% | +1,905+2.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 70,738 | $12.0M | 0.34% | +16,670+30.8% | Added |
| Janney Montgomery Scott LLC | 70,384 | $11.9M | 0.03% | −6,166−8.1% | Reduced |
| LGT Group Foundation | 70,418 | $11.9M | 0.19% | +196+0.3% | Added |
| Xponance, Inc. | 70,076 | $11.8M | 0.11% | +6,029+9.4% | Added |
| Capital Fund Management S.A. | 67,639 | $11.4M | 0.13% | −117,002−63.4% | Reduced |
| Squarepoint Ops LLC | 67,293 | $11.4M | 0.04% | +39,659+143.5% | Added |
| Biondo Investment Advisors, LLC | 67,141 | $11.3M | 1.56% | +473+0.7% | Added |
| Independent Advisor Alliance | 66,793 | $11.3M | 0.41% | −1,802−2.6% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 63,948 | $10.8M | 0.73% | −569−0.9% | Reduced |
| MML Investors Services, LLC | 62,739 | $10.6M | 0.04% | +4,144+7.1% | Added |
| Zimmer Partners, LP | 62,500 | $10.6M | 0.20% | 00.0% | Unchanged |
| Czech National Bank | 62,431 | $10.6M | 0.11% | +321+0.5% | Added |
| Amalgamated Bank | 62,293 | $10.5M | 0.09% | −4,484−6.7% | Reduced |
| Cetera Investment Advisers | 61,652 | $10.4M | 0.02% | +202+0.3% | Added |
| Colony Group, LLC | 61,317 | $10.4M | 0.03% | +57,879+1,683.5% | Added |
| Janus Henderson Group PLC | 60,818 | $10.3M | 0.01% | −839−1.4% | Reduced |
| Huntington National Bank | 60,697 | $10.3M | 0.07% | +5,282+9.5% | Added |
| GYL Financial Synergies, LLC | 60,517 | $10.2M | 0.77% | +193+0.3% | Added |
| Mariner, LLC | 60,290 | $10.2M | 0.02% | +2,674+4.6% | Added |
| Pensionfund DSM Netherlands | 59,708 | $10.1M | 4.62% | 00.0% | Unchanged |
| Sun Life Financial INC | 59,145 | $10.0M | 0.56% | +59,145 | New |
| DnB Asset Management AS | 58,494 | $9.89M | 0.04% | +3,314+6.0% | Added |
| Wealthfront Advisers LLC | 58,276 | $9.85M | 0.03% | −785−1.3% | Reduced |
| US Bancorp | 58,114 | $9.82M | 0.01% | −453−0.8% | Reduced |
| Riverview Capital Advisers, LLC | 57,979 | $9.80M | 3.02% | +311+0.5% | Added |
| M&T Bank Corp | 56,941 | $9.62M | 0.03% | −2,237−3.8% | Reduced |
| Nixon Capital, LLC | 56,872 | $9.61M | 3.38% | +643+1.1% | Added |
| Hillman Capital Management, Inc. | 56,521 | $9.55M | 3.28% | −5,073−8.2% | Reduced |
| ProShare Advisors LLC | 55,971 | $9.46M | 0.02% | −5,352−8.7% | Reduced |
| Edgestream Partners, L.P. | 55,828 | $9.44M | 0.41% | +41,929+301.7% | Added |
| Cinctive Capital Management LP | 55,346 | $9.35M | 0.54% | +55,346 | New |
| Raymond James Financial Services Advisors, Inc. | 55,047 | $9.30M | 0.01% | −11,511−17.3% | Reduced |
| Hudson Bay Capital Management LP | 54,500 | $9.21M | 0.06% | +5,448+11.1% | Added |
| British Columbia Investment Management Corp | 54,387 | $9.19M | 0.06% | −8,027−12.9% | Reduced |
| Utah Retirement Systems | 53,507 | $9.04M | 0.10% | +200+0.4% | Added |
| Public Sector Pension Investment Board | 53,411 | $9.03M | 0.05% | +8,132+18.0% | Added |
| Staley Capital Advisers Inc | 52,785 | $8.92M | 0.40% | −4,060−7.1% | Reduced |
| Yousif Capital Management, LLC | 52,359 | $8.85M | 0.10% | −2,877−5.2% | Reduced |
| Laurion Capital Management LP | 51,627 | $8.73M | 0.56% | +51,627 | New |
| Allianz SE | 51,425 | $8.69M | 0.24% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 51,193 | $8.65M | 0.19% | −1,688−3.2% | Reduced |
| GSI Capital Advisors LLC | 49,596 | $8.38M | 4.20% | −7,676−13.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 49,522 | $8.37M | 0.15% | +34,188+223.0% | Added |
| Everett Harris & Co | 49,025 | $8.29M | 0.10% | +234+0.5% | Added |
| Advisor Group Holdings, Inc. | 48,347 | $8.18M | 0.02% | −1,613−3.2% | Reduced |
| Quantinno Capital Management LP | 48,222 | $8.15M | 0.11% | +13,223+37.8% | Added |
| CIBC World Markets Inc. | 47,937 | $8.10M | 0.02% | +4,506+10.4% | Added |
| Cerity Partners LLC | 47,364 | $8.01M | 0.02% | +14,893+45.9% | Added |
| Allstate Corp | 45,937 | $7.76M | 0.74% | −18,593−28.8% | Reduced |
| New York Life Investment Management LLC | 45,826 | $7.75M | 0.08% | −3,723−7.5% | Reduced |
| CIBC Asset Management Inc | 45,308 | $7.66M | 0.02% | +1,506+3.4% | Added |
| Public Employees Retirement Association of Colorado | 45,134 | $7.63M | 0.03% | +60.0% | Added |
| Metis Global Partners, LLC | 44,816 | $7.57M | 0.24% | +5,809+14.9% | Added |
| tru Independence LLC | 44,735 | $7.56M | 2.21% | −950−2.1% | Reduced |
| TD Waterhouse Canada Inc. | 44,916 | $7.55M | 0.06% | +41,267+1,130.9% | Added |
| Alpha Omega Wealth Management LLC | 44,400 | $7.50M | 1.38% | −886−2.0% | Reduced |
| Credit Agricole S A | 44,017 | $7.44M | 0.04% | +3,967+9.9% | Added |
| Empowered Funds, LLC | 43,810 | $7.40M | 0.12% | +6,437+17.2% | Added |
| Pathstone Holdings, LLC | 43,706 | $7.39M | 0.03% | −528−1.2% | Reduced |
| Rafferty Asset Management, LLC | 43,564 | $7.36M | 0.03% | −1,431−3.2% | Reduced |
| Winslow Asset Management Inc | 43,104 | $7.29M | 1.35% | −811−1.8% | Reduced |
| Spectrum Wealth Counsel, LLC | 43,059 | $7.28M | 0.86% | +8,634+25.1% | Added |
| Sanctuary Advisors, LLC | 39,783 | $7.21M | 0.05% | +6,475+19.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 42,608 | $7.15M | 0.03% | −105−0.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 41,821 | $7.07M | 0.07% | +222+0.5% | Added |
| Brown Advisory Inc | 41,583 | $7.03M | 0.01% | +35,119+543.3% | Added |
| HGK Asset Management Inc | 41,434 | $7.00M | 1.30% | −3,667−8.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 40,540 | $6.85M | 0.01% | +442+1.1% | Added |
| Bank of Nova Scotia | 40,166 | $6.79M | 0.01% | +6,223+18.3% | Added |
| Baird Financial Group, Inc. | 40,125 | $6.78M | 0.01% | −1,593−3.8% | Reduced |
| L & S Advisors Inc | 39,949 | $6.75M | 0.71% | −6,976−14.9% | Reduced |
| Greystone Financial Group, LLC | 39,701 | $6.71M | 1.20% | +889+2.3% | Added |
| Crossmark Global Holdings, Inc. | 39,396 | $6.66M | 0.12% | −869−2.2% | Reduced |
| Patton Fund Management, Inc. | 38,630 | $6.53M | 1.35% | +38,630 | New |
| Elevatus Welath Management | 38,340 | $6.48M | 2.12% | +5,835+18.0% | Added |
| Ethic Inc. | 41,381 | $6.48M | 0.16% | −11,909−22.3% | Reduced |
| Cresset Asset Management, LLC | 38,201 | $6.46M | 0.03% | +3,618+10.5% | Added |
| Federated Hermes, Inc. | 37,994 | $6.42M | 0.01% | +16,982+80.8% | Added |
| Beacon Pointe Advisors, LLC | 37,802 | $6.39M | 0.07% | −1,018−2.6% | Reduced |
| Mutual of America Capital Management LLC | 37,738 | $6.38M | 0.07% | −3,369−8.2% | Reduced |
| New Insight Wealth Advisors | 36,935 | $6.24M | 3.29% | −7,128−16.2% | Reduced |
| International Assets Investment Management, LLC | 892,085 | $6.09M | 0.03% | +887,356+18,764.1% | Added |
| Waters Parkerson & Co., LLC | 35,755 | $6.04M | 0.31% | +275+0.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 35,520 | $5.99M | 0.01% | −4,081−10.3% | Reduced |
| Barometer Capital Management Inc. | 35,450 | $5.99M | 1.73% | +1,600+4.7% | Added |
| Whittier Trust Co of Nevada Inc | 34,597 | $5.85M | 0.15% | +1,016+3.0% | Added |
| Oppenheimer & Co Inc | 34,492 | $5.83M | 0.09% | −4,106−10.6% | Reduced |
| Vanderbilt University | 34,440 | $5.82M | 1.08% | +5,898+20.7% | Added |
| TTP Investments, Inc. | 34,290 | $5.80M | 1.99% | +10,147+42.0% | Added |
| Oliver Luxxe Assets LLC | 33,883 | $5.73M | 1.02% | −83−0.2% | Reduced |
| JustInvest LLC | 33,823 | $5.72M | 0.09% | +3,428+11.3% | Added |
| Westpac Banking Corp | 32,493 | $5.49M | 0.37% | +1,543+5.0% | Added |
| Sterling Capital Management LLC | 32,461 | $5.49M | 0.07% | +32,461 | New |