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 |
|---|---|---|---|---|---|
| Sheets Smith Wealth Management | 32,338 | $5.47M | 0.67% | +20.0% | Added |
| Gotham Asset Management, LLC | 32,312 | $5.46M | 0.06% | −1,050−3.1% | Reduced |
| Tocqueville Asset Management L.P. | 32,025 | $5.41M | 0.09% | −595−1.8% | Reduced |
| Foundations Investment Advisors, LLC | 31,479 | $5.32M | 0.11% | +31,479 | New |
| CWM Advisors, LLC | 31,391 | $5.31M | 0.54% | −1,716−5.2% | Reduced |
| Intech Investment Management LLC | 31,388 | $5.31M | 0.06% | +5,484+21.2% | Added |
| Concentric Wealth Management, LLC | 31,091 | $5.25M | 1.28% | −79−0.3% | Reduced |
| Concurrent Investment Advisors, LLC | 30,887 | $5.22M | 0.15% | +151+0.5% | Added |
| Fred Alger Management, LLC | 30,837 | $5.21M | 0.03% | +1,178+4.0% | Added |
| McGinn Investment Management, Inc. | 30,744 | $5.20M | 3.46% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 30,423 | $5.14M | 0.25% | +18,547+156.2% | Added |
| Private Advisor Group, LLC | 30,133 | $5.09M | 0.03% | −1,729−5.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 30,100 | $5.09M | 0.06% | 00.0% | Unchanged |
| Land & Buildings Investment Management, LLC | 29,300 | $4.95M | 1.01% | −52,712−64.3% | Reduced |
| Condor Capital Management | 28,883 | $4.88M | 0.44% | −72−0.2% | Reduced |
| Elo Mutual Pension Insurance Co | 28,772 | $4.86M | 0.10% | −3,144−9.9% | Reduced |
| Omers Administration Corp | 28,515 | $4.82M | 0.04% | +8,900+45.4% | Added |
| D.A. Davidson & Co. | 28,350 | $4.79M | 0.04% | −440−1.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,333 | $4.79M | 0.02% | −22,673−44.5% | Reduced |
| APG Asset Management N.V. | 31,541 | $4.78M | 0.03% | −37,588−54.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 28,258 | $4.78M | 0.02% | +1,310+4.9% | Added |
| J. Safra Sarasin Holding AG | 27,963 | $4.73M | 0.08% | −731−2.5% | Reduced |
| Nicholas Investment Partners, LP | 27,148 | $4.59M | 0.42% | +3,241+13.6% | Added |
| TownSquare Capital, LLC | 27,125 | $4.58M | 0.05% | +2,191+8.8% | Added |
| Norinchukin Bank, The | 26,626 | $4.50M | 0.11% | +197+0.7% | Added |
| Great Valley Advisor Group, Inc. | 26,390 | $4.46M | 0.11% | +1,435+5.8% | Added |
| Fifth Third Bancorp | 26,292 | $4.44M | 0.02% | −1,353−4.9% | Reduced |
| Oregon Public Employees Retirement Fund | 26,205 | $4.43M | 0.08% | −1,750−6.3% | Reduced |
| Bamco Inc | 26,141 | $4.42M | 0.01% | −16,934−39.3% | Reduced |
| Atria Investments LLC | 25,911 | $4.38M | 0.05% | −1,412−5.2% | Reduced |
| Gulf International Bank (UK) Ltd | 25,873 | $4.37M | 0.11% | −1,053−3.9% | Reduced |
| Aviva PLC | 25,110 | $4.24M | 0.01% | −13,640−35.2% | Reduced |
| Vinva Investment Management Ltd | 25,286 | $4.24M | 0.18% | +12,635+99.9% | Added |
| Fiduciary Group LLC | 24,714 | $4.18M | 0.42% | −598−2.4% | Reduced |
| Pensionfund Sabic | 24,606 | $4.16M | 1.30% | −5,000−16.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 23,287 | $3.94M | 0.03% | −2,668−10.3% | Reduced |
| Truvestments Capital LLC | 22,958 | $3.88M | 1.04% | +221+1.0% | Added |
| Soltis Investment Advisors LLC | 22,931 | $3.88M | 0.38% | +259+1.1% | Added |
| Captrust Financial Advisors | 22,743 | $3.84M | 0.01% | −490−2.1% | Reduced |
| Pacer Advisors, Inc. | 22,729 | $3.84M | 0.01% | −501−2.2% | Reduced |
| Cornerstone Wealth Group, LLC | 22,665 | $3.83M | 0.32% | +423+1.9% | Added |
| Liberty Mutual Group Asset Management Inc. | 22,596 | $3.82M | 0.58% | −4,439−16.4% | Reduced |
| GeoWealth Management, LLC | 22,456 | $3.80M | 0.13% | −103−0.5% | Reduced |
| Advisory Services Network, LLC | 24,676 | $3.75M | 0.08% | 00.0% | Unchanged |
| Grassi Investment Management | 22,134 | $3.74M | 0.32% | −45−0.2% | Reduced |
| Donoghue Forlines LLC | 22,097 | $3.73M | 1.06% | +12,593+132.5% | Added |
| SAM Advisors, LLC | 21,969 | $3.71M | 1.36% | −408−1.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 21,962 | $3.71M | 0.23% | +21,962 | New |
| DoubleLine ETF Adviser LP | 21,895 | $3.70M | 0.90% | +21,895 | New |
| Waterloo Capital, L.P. | 21,888 | $3.70M | 0.40% | +163+0.8% | Added |
| Naviter Wealth, LLC | 21,854 | $3.69M | 0.51% | −1,886−7.9% | 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 |
| Kentucky Retirement Systems | 21,351 | $3.61M | 0.11% | −3,210−13.1% | Reduced |
| Brookstone Capital Management | 21,170 | $3.58M | 0.05% | +1,678+8.6% | Added |
| New Potomac Partners, LLC | 21,128 | $3.57M | 1.83% | −2,984−12.4% | Reduced |
| Integrated Advisors Network LLC | 20,967 | $3.54M | 0.17% | +309+1.5% | Added |
| Stevens Capital Management LP | 20,750 | $3.51M | 0.50% | +17,744+590.3% | Added |
| Summit Global Investments | 20,678 | $3.50M | 0.22% | +996+5.1% | Added |
| Commerce Bank | 20,597 | $3.48M | 0.02% | −434−2.1% | Reduced |
| Peapack Gladstone Financial Corp | 20,238 | $3.42M | 0.05% | −555−2.7% | Reduced |
| Blair William & Co | 19,986 | $3.38M | 0.01% | +1,660+9.1% | Added |
| Truist Financial Corp | 19,876 | $3.36M | 0.01% | −21,947−52.5% | Reduced |
| Mizuho Securities USA LLC | 19,873 | $3.36M | 0.07% | −5,246−20.9% | Reduced |
| Tower Research Capital LLC (TRC) | 19,654 | $3.32M | 0.09% | +6,171+45.8% | Added |
| Lodestone Wealth Management LLC | 19,603 | $3.31M | 1.67% | −111−0.6% | Reduced |
| Toroso Investments, LLC | 19,596 | $3.31M | 0.04% | −3,116−13.7% | Reduced |
| Strategic Global Advisors, LLC | 19,499 | $3.30M | 0.65% | −206−1.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 19,381 | $3.28M | 0.35% | −146−0.7% | Reduced |
| Atria Wealth Solutions, Inc. | 19,331 | $3.27M | 0.04% | +1,385+7.7% | Added |
| Hartford Investment Management Co | 19,309 | $3.26M | 0.11% | −1,591−7.6% | Reduced |
| Maryland State Retirement & Pension System | 18,485 | $3.12M | 0.07% | −6,765−26.8% | Reduced |
| Ontario Teachers Pension Plan Board | 18,278 | $3.09M | 0.03% | −29,107−61.4% | Reduced |
| Advisors Asset Management, Inc. | 17,874 | $3.02M | 0.06% | +1,387+8.4% | Added |
| Prospera Financial Services Inc | 17,858 | $3.02M | 0.08% | +6,819+61.8% | Added |
| Oppenheimer Asset Management Inc. | 17,794 | $3.01M | 0.04% | −635−3.4% | Reduced |
| Rakuten Investment Management, Inc. | 17,722 | $2.97M | 0.02% | +3,845+27.7% | Added |
| Spirit of America Management Corp | 17,500 | $2.96M | 0.59% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 17,367 | $2.94M | 0.01% | −16,687−49.0% | Reduced |
| Louisiana State Employees Retirement System | 17,300 | $2.92M | 0.05% | −1,100−6.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 17,296 | $2.92M | 0.26% | +530+3.2% | Added |
| Securian Asset Management, Inc | 16,949 | $2.86M | 0.08% | −1,792−9.6% | Reduced |
| Plato Investment Management Ltd | 16,956 | $2.86M | 0.23% | +2,768+19.5% | Added |
| Venture Visionary Partners LLC | 16,865 | $2.85M | 0.12% | +2,334+16.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 16,809 | $2.84M | 0.07% | −983−5.5% | Reduced |
| Redmond Asset Management, LLC | 16,746 | $2.83M | 0.89% | +77+0.5% | Added |
| Ieq Capital, LLC | 16,584 | $2.80M | 0.03% | +2,218+15.4% | Added |
| Aster Capital Management (DIFC) Ltd | 16,575 | $2.80M | 0.61% | +16,575 | New |
| New Mexico Educational Retirement Board | 15,895 | $2.69M | 0.09% | −500−3.0% | Reduced |
| Boothbay Fund Management, LLC | 15,875 | $2.68M | 0.08% | −7,655−32.5% | Reduced |
| CAPROCK Group, Inc. | 15,665 | $2.65M | 0.10% | +10,575+207.8% | Added |
| Algert Global LLC | 15,621 | $2.64M | 0.07% | +12,816+456.9% | Added |
| Lido Advisors, LLC | 15,531 | $2.63M | 0.02% | +2,667+20.7% | Added |
| Alberta Investment Management Corp | 15,500 | $2.62M | 0.02% | +15,500 | New |
| United Capital Financial Advisers, LLC | 15,319 | $2.59M | 0.02% | −527−3.3% | Reduced |
| Financial Management Network Inc | 15,080 | $2.56M | 0.53% | −1,393−8.5% | Reduced |
| Adell Harriman & Carpenter Inc | 14,950 | $2.53M | 0.18% | −1,690−10.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 14,213 | $2.40M | 0.64% | +190+1.4% | Added |
| Cascade Investment Group, Inc. | 14,071 | $2.38M | 1.74% | 00.0% | Unchanged |
| Diligent Investors, LLC | 13,762 | $2.33M | 0.54% | +22+0.2% | Added |