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 |
|---|---|---|---|---|---|
| TCG Advisory Services, LLC | 13,731 | $2.32M | 0.10% | +538+4.1% | Added |
| Clough Capital Partners L P | 13,600 | $2.30M | 0.24% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 13,546 | $2.29M | 0.02% | +624+4.8% | Added |
| GWM Advisors LLC | 13,465 | $2.28M | 0.01% | +65+0.5% | Added |
| CCM Investment Advisers LLC | 13,440 | $2.27M | 0.25% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 13,407 | $2.27M | 0.07% | +13+0.1% | Added |
| Jefferies Financial Group Inc. | 13,297 | $2.25M | 0.04% | +6,161+86.3% | Added |
| Cunning Capital Partners, LP | 13,265 | $2.24M | 1.19% | 00.0% | Unchanged |
| Jump Financial, LLC | 13,244 | $2.24M | 0.05% | +10,141+326.8% | Added |
| Steward Partners Investment Advisory, LLC | 13,224 | $2.24M | 0.02% | −517−3.8% | Reduced |
| Erste Asset Management GmbH | 13,200 | $2.21M | 0.03% | +1,200+10.0% | Added |
| Federation des caisses Desjardins du Quebec | 13,079 | $2.21M | 0.01% | +2,079+18.9% | Added |
| Avantax Advisory Services, Inc. | 13,018 | $2.20M | 0.01% | −644−4.7% | Reduced |
| Ossiam | 12,918 | $2.18M | 0.04% | +123+1.0% | Added |
| Carret Asset Management, LLC | 12,883 | $2.18M | 0.24% | −70−0.5% | Reduced |
| Tower Bridge Advisors | 12,825 | $2.17M | 0.22% | −200−1.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 12,762 | $2.16M | 0.16% | −89−0.7% | Reduced |
| E. Ohman J:or Asset Management AB | 12,700 | $2.15M | 0.05% | −900−6.6% | Reduced |
| Del-Sette Capital Management, LLC | 12,583 | $2.13M | 1.66% | +218+1.8% | Added |
| NEOS Investment Management LLC | 12,564 | $2.12M | 0.06% | +2,436+24.1% | Added |
| Inspire Trust Co, N.A. | 12,500 | $2.11M | 0.58% | +1,000+8.7% | Added |
| Jones Financial Companies LLLP | 12,569 | $2.11M | 0.00% | +7,506+148.3% | Added |
| Hamilton Capital Partners Inc. | 12,370 | $2.09M | 0.18% | +9,477+327.6% | Added |
| Park Avenue Securities LLC | 12,349 | $2.09M | 0.02% | −1,573−11.3% | Reduced |
| Wellington Shields Capital Management, LLC | 12,225 | $2.07M | 0.36% | +1,550+14.5% | Added |
| Veriti Management LLC | 12,099 | $2.05M | 0.11% | +184+1.5% | Added |
| Black Swift Group, LLC | 12,035 | $2.03M | 0.45% | −1,490−11.0% | Reduced |
| Arbor Capital Management Inc | 11,992 | $2.02M | 1.91% | −691−5.4% | Reduced |
| Verition Fund Management LLC | 11,864 | $2.01M | 0.01% | +5,778+94.9% | Added |
| Signet Financial Management, LLC | 11,834 | $2.00M | 0.25% | +79+0.7% | Added |
| Convergence Investment Partners, LLC | 11,759 | $1.99M | 0.54% | +355+3.1% | Added |
| Agf Management Ltd | 11,740 | $1.98M | 0.01% | +449+4.0% | Added |
| First Citizens Bank & Trust Co | 11,627 | $1.97M | 0.04% | +30.0% | Added |
| Slagle Financial, LLC | 11,622 | $1.96M | 0.87% | +1,144+10.9% | Added |
| Affinity Investment Advisors, LLC | 11,608 | $1.96M | 1.35% | −56−0.5% | Reduced |
| Fortem Financial Group, LLC | 11,559 | $1.95M | 0.79% | −9,896−46.1% | Reduced |
| Howland Capital Management LLC | 11,511 | $1.95M | 0.08% | −300−2.5% | Reduced |
| Everence Capital Management Inc | 11,429 | $1.93M | 0.12% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 17,591 | $1.92M | 0.24% | +10,644+153.2% | Added |
| Presima Inc. | 11,302 | $1.91M | 0.42% | −14,925−56.9% | Reduced |
| Holocene Advisors, LP | 11,255 | $1.90M | 0.01% | +11,255 | New |
| Cascade Investment Advisors, Inc. | 11,253 | $1.90M | 1.21% | −150−1.3% | Reduced |
| Premier Path Wealth Partners, LLC | 11,177 | $1.89M | 0.30% | +141+1.3% | Added |
| Lincluden Management Ltd | 11,131 | $1.88M | 0.21% | −248−2.2% | Reduced |
| Integrated Wealth Concepts LLC | 10,913 | $1.84M | 0.02% | +2,870+35.7% | Added |
| Jamison Private Wealth Management, Inc. | 10,899 | $1.84M | 0.28% | +2,446+28.9% | Added |
| iA Global Asset Management Inc. | 10,860 | $1.84M | 0.03% | +586+5.7% | Added |
| Cullen Capital Management LLC | 10,700 | $1.81M | 0.02% | +1,963+22.5% | Added |
| KG&L Capital Management,LLC | 11,081 | $1.81M | 0.58% | −1,200−9.8% | Reduced |
| Perpetual Ltd | 10,610 | $1.79M | 0.02% | −3,550−25.1% | Reduced |
| Diversified Trust Co | 10,479 | $1.77M | 0.04% | +3,410+48.2% | Added |
| RSM US Wealth Management LLC | 10,350 | $1.75M | 0.03% | +1,424+16.0% | Added |
| Chilton Capital Management LLC | 10,361 | $1.75M | 0.07% | −4,825−31.8% | Reduced |
| Granger Management LLC | 10,203 | $1.72M | 0.34% | −10.0% | Reduced |
| Meeder Advisory Services, Inc. | 10,178 | $1.72M | 0.11% | −149−1.4% | Reduced |
| Brinker Capital Investments, LLC | 10,139 | $1.71M | 0.02% | +1,192+13.3% | Added |
| Orion Portfolio Solutions, LLC | 10,139 | $1.71M | 0.02% | +1,192+13.3% | Added |
| Pine Valley Investments Ltd Liability Co | 10,085 | $1.70M | 0.12% | −90−0.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 9,387 | $1.70M | 0.30% | −503−5.1% | Reduced |
| Mystic Asset Management, Inc. | 9,980 | $1.69M | 0.64% | +60+0.6% | Added |
| Jeppson Wealth Management, LLC | 9,930 | $1.68M | 0.60% | −5−0.1% | Reduced |
| Promethium Advisors,llc | 9,912 | $1.68M | 1.18% | +9,912 | New |
| BCGM Wealth Management, LLC | 9,877 | $1.67M | 0.54% | +45+0.5% | Added |
| Ritholtz Wealth Management | 9,851 | $1.67M | 0.05% | +1,128+12.9% | Added |
| Pitcairn Co | 9,840 | $1.66M | 0.10% | +280+2.9% | Added |
| Greenleaf Trust | 9,736 | $1.65M | 0.01% | +113+1.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,713 | $1.64M | 0.04% | −660−6.4% | Reduced |
| Penserra Capital Management LLC | 9,646 | $1.63M | 0.04% | +1,413+17.2% | Added |
| AIA Group Ltd | 9,600 | $1.62M | 0.04% | −4,106−30.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 9,600 | $1.62M | 0.36% | +9,000+1,500.0% | Added |
| Tokio Marine Asset Management Co Ltd | 9,594 | $1.62M | 0.07% | +436+4.8% | Added |
| Radnor Capital Management, LLC | 9,479 | $1.60M | 0.24% | +9,479 | New |
| Valeo Financial Advisors, LLC | 9,444 | $1.60M | 0.05% | +130+1.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 9,409 | $1.59M | 0.02% | +1,615+20.7% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 9,409 | $1.59M | 0.02% | +9,409 | New |
| CWM, LLC | 9,382 | $1.59M | 0.01% | +302+3.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,279 | $1.57M | 0.01% | +5,177+126.2% | Added |
| Western Financial Corp | 9,245 | $1.56M | 0.89% | +1,980+27.3% | Added |
| Miracle Mile Advisors, LLC | 9,155 | $1.55M | 0.04% | −476−4.9% | Reduced |
| One Capital Management, LLC | 9,079 | $1.53M | 0.05% | +82+0.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,074 | $1.53M | 0.11% | −1,439−13.7% | Reduced |
| Norden Group LLC | 9,031 | $1.53M | 0.18% | +7,084+363.8% | Added |
| CWA Asset Management Group, LLC | 8,892 | $1.50M | 0.08% | +8,892 | New |
| Assetmark, Inc | 8,769 | $1.48M | 0.00% | +322+3.8% | Added |
| Prudential PLC | 8,743 | $1.48M | 0.01% | +2,720+45.2% | Added |
| Clarius Group, LLC | 8,677 | $1.47M | 0.10% | −66−0.8% | Reduced |
| Personal Cfo Solutions, LLC | 8,656 | $1.46M | 0.20% | +173+2.0% | Added |
| Castle Rock Wealth Management, LLC | 8,657 | $1.46M | 0.35% | +91+1.1% | Added |
| Profund Advisors LLC | 8,438 | $1.43M | 0.05% | +3,269+63.2% | Added |
| NewEdge Wealth, LLC | 8,327 | $1.41M | 0.03% | +398+5.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 8,321 | $1.41M | 0.05% | −200−2.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,219 | $1.39M | 0.06% | +1,871+29.5% | Added |
| Swiss Life Asset Management Ltd | 8,218 | $1.39M | 0.02% | −2,366−22.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 6,922 | $1.39M | 0.00% | +294+4.4% | Added |
| Renaissance Group LLC | 8,144 | $1.38M | 0.06% | −250−3.0% | Reduced |
| Palogic Value Management, L.P. | 8,133 | $1.37M | 0.55% | +98+1.2% | Added |
| FNY Investment Advisers, LLC | 8,100 | $1.37M | 0.66% | +7,700+1,925.0% | Added |
| Schonfeld Strategic Advisors LLC | 8,098 | $1.37M | 0.01% | −34,229−80.9% | Reduced |
| Mark Asset Management LP | 8,095 | $1.37M | 0.17% | 00.0% | Unchanged |
| Versor Investments LP | 8,090 | $1.37M | 0.22% | +2,300+39.7% | Added |