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 |
|---|---|---|---|---|---|
| AlphaStar Capital Management, LLC | 7,954 | $1.34M | 0.11% | +1,648+26.1% | Added |
| Snowden Capital Advisors LLC | 7,895 | $1.33M | 0.04% | −124−1.5% | Reduced |
| Frank, Rimerman Advisors LLC | 7,824 | $1.32M | 0.09% | +41+0.5% | Added |
| AXS Investments LLC | 7,803 | $1.32M | 0.35% | −181−2.3% | Reduced |
| Qtron Investments LLC | 7,798 | $1.32M | 0.18% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 7,757 | $1.31M | 0.24% | −18−0.2% | Reduced |
| Paradigm Asset Management Co LLC | 7,735 | $1.31M | 0.34% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 7,707 | $1.30M | 0.06% | +117+1.5% | Added |
| Assenagon Asset Management S.A. | 7,650 | $1.29M | 0.00% | +607+8.6% | Added |
| Bedel Financial Consulting, Inc. | 7,618 | $1.29M | 0.18% | −88−1.1% | Reduced |
| Kinneret Advisory, LLC | 7,595 | $1.28M | 0.12% | −100−1.3% | Reduced |
| Change Path, LLC | 7,555 | $1.28M | 0.04% | +4,241+128.0% | Added |
| Gabelli Funds LLC | 7,500 | $1.27M | 0.01% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 7,473 | $1.26M | 0.14% | −689−8.4% | Reduced |
| Illinois Municipal Retirement Fund | 7,454 | $1.26M | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 7,329 | $1.24M | 0.05% | −11,067−60.2% | Reduced |
| TrueWealth Advisors, LLC | 7,260 | $1.23M | 0.41% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 7,205 | $1.22M | 1.06% | +5+0.1% | Added |
| Yelin Lapidot Holdings Management Ltd. | 7,150 | $1.21M | 0.20% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,069 | $1.19M | 0.05% | −100−1.4% | Reduced |
| National Asset Management, Inc. | 7,069 | $1.19M | 0.03% | +48+0.7% | Added |
| Gifford Fong Associates | 7,000 | $1.18M | 0.30% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 6,996 | $1.18M | 0.03% | +110+1.6% | Added |
| Centiva Capital, LP | 6,957 | $1.18M | 0.05% | −2,152−23.6% | Reduced |
| Lake Street Advisors Group, LLC | 6,927 | $1.17M | 0.05% | −12,446−64.2% | Reduced |
| Carmel Capital Partners, LLC | 6,899 | $1.17M | 0.45% | +56+0.8% | Added |
| Oddo BHF Asset Management SAS | 6,766 | $1.14M | 0.06% | +6,766 | New |
| Apollon Wealth Management, LLC | 6,701 | $1.13M | 0.03% | +599+9.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,672 | $1.13M | 0.02% | +5,326+395.7% | Added |
| Knollwood Investment Advisory, LLC | 6,650 | $1.12M | 0.12% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 6,637 | $1.12M | 0.03% | −362−5.2% | Reduced |
| Shell Asset Management Co | 6,592 | $1.11M | 0.05% | +6,592 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,551 | $1.11M | 0.00% | +6,551 | New |
| Resources Investment Advisors, LLC. | 6,509 | $1.10M | 0.01% | +190+3.0% | Added |
| Wedmont Private Capital | 6,511 | $1.09M | 0.06% | +361+5.9% | Added |
| Retirement Planning Co of New England, Inc. | 6,368 | $1.08M | 0.54% | −109−1.7% | Reduced |
| Gsa Capital Partners LLP | 6,357 | $1.07M | 0.08% | −11,021−63.4% | Reduced |
| Investors Research Corp | 6,331 | $1.07M | 0.23% | −5,456−46.3% | Reduced |
| CFM Wealth Partners LLC | 6,301 | $1.07M | 0.19% | +1,798+39.9% | Added |
| Catalytic Wealth RIA, LLC | 6,210 | $1.05M | 0.18% | +830+15.4% | Added |
| Groupama Asset Managment | 7,721 | $1.05M | 0.03% | +67+0.9% | Added |
| Harbor Capital Advisors, Inc. | 6,189 | $1.05M | 0.05% | +28+0.5% | Added |
| Bleakley Financial Group, LLC | 6,175 | $1.04M | 0.03% | +68+1.1% | Added |
| Solidarilty Wealth, LLC | 6,170 | $1.04M | 0.28% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 6,170 | $1.04M | 0.23% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 6,158 | $1.04M | 0.06% | −120−1.9% | Reduced |
| Coldstream Capital Management Inc | 6,114 | $1.04M | 0.02% | +321+5.5% | Added |
| Caxton Associates LP | 6,128 | $1.04M | 0.05% | +6,128 | New |
| MSH Capital Advisors LLC | 6,114 | $1.03M | 0.32% | 00.0% | Unchanged |
| Syon Capital LLC | 6,097 | $1.03M | 0.09% | −35−0.6% | Reduced |
| Keybank National Association | 6,090 | $1.03M | 0.00% | +9+0.1% | Added |
| Sigma Planning Corp | 6,062 | $1.02M | 0.03% | −318−5.0% | Reduced |
| Stamos Capital Partners, L.P. | 5,960 | $1.01M | 0.24% | −4,120−40.9% | Reduced |
| MidWestOne Financial Group, Inc. | 5,866 | $991.5K | 0.14% | +322+5.8% | Added |
| Aspiriant, LLC | 5,851 | $988.9K | 0.04% | +103+1.8% | Added |
| Inceptionr LLC | 5,823 | $984.2K | 0.24% | +4,431+318.3% | Added |
| Regal Investment Advisors LLC | 5,820 | $983.6K | 0.07% | −26−0.4% | Reduced |
| Adams Asset Advisors, LLC | 5,789 | $978.5K | 0.13% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 5,729 | $968.3K | 0.02% | +5,729 | New |
| Atomi Financial Group, Inc. | 5,729 | $968.3K | 0.06% | +752+15.1% | Added |
| Wellington Shields & Co., LLC | 5,700 | $963.4K | 0.29% | 00.0% | Unchanged |
| Ellevest, Inc. | 5,689 | $961.6K | 0.05% | −250−4.2% | Reduced |
| Applied Finance Capital Management, LLC | 5,684 | $960.7K | 0.04% | +512+9.9% | Added |
| Custom Index Systems, LLC | 5,665 | $957.5K | 0.52% | +244+4.5% | Added |
| Harvest Portfolios Group Inc. | 5,592 | $945.2K | 0.03% | +3,257+139.5% | Added |
| Checchi Capital Advisers, LLC | 5,575 | $942.3K | 0.07% | −56−1.0% | Reduced |
| Signaturefd, LLC | 5,471 | $924.8K | 0.02% | +486+9.7% | Added |
| ClearAlpha Technologies LP | 5,458 | $922.5K | 0.39% | +522+10.6% | Added |
| Gilman Hill Asset Management, LLC | 5,451 | $921.3K | 0.15% | +425+8.5% | Added |
| Autumn Glory Partners, LLC | 5,420 | $916.1K | 0.35% | +2,710+100.0% | Added |
| Morningstar Investment Management LLC | 5,335 | $916.0K | 0.09% | +2,794+110.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $915.4K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,412 | $914.7K | 0.10% | −301−5.3% | Reduced |
| Kestra Advisory Services, LLC | 5,385 | $910.2K | 0.01% | −16,828−75.8% | Reduced |
| Infrastructure Capital Advisors, LLC | 5,383 | $909.8K | 0.13% | +1,430+36.2% | Added |
| Two Sigma Advisers, LP | 5,300 | $895.8K | 0.00% | −5,000−48.5% | Reduced |
| IHT Wealth Management, LLC | 5,270 | $891.2K | 0.03% | +1,204+29.6% | Added |
| Bluefin Capital Management, LLC | 5,200 | $878.9K | 0.36% | +5,200 | New |
| Evergreen Capital Management LLC | 5,153 | $870.9K | 0.03% | +3,079+148.5% | Added |
| Genesee Capital Advisors, LLC | 5,140 | $868.8K | 0.42% | −319−5.8% | Reduced |
| Hilltop Holdings Inc. | 5,135 | $867.8K | 0.06% | +2,733+113.8% | Added |
| HB Wealth Management, LLC | 5,133 | $867.7K | 0.01% | +513+11.1% | Added |
| TBH Global Asset Management, LLC | 5,102 | $862.3K | 0.19% | +3+0.1% | Added |
| Parallel Advisors, LLC | 5,054 | $854.3K | 0.02% | +244+5.1% | Added |
| Sound View Wealth Advisors Group, LLC | 5,010 | $846.7K | 0.07% | +132+2.7% | Added |
| American Assets Inc | 5,000 | $845.1K | 0.28% | 00.0% | Unchanged |
| Monument Capital Management | 4,986 | $842.8K | 0.23% | −232−4.4% | Reduced |
| GTS Securities LLC | 4,980 | $841.7K | 0.02% | +4,980 | New |
| Emergent Wealth Advisors, LLC | 4,976 | $841.1K | 0.62% | +155+3.2% | Added |
| Vestmark Advisory Solutions, Inc. | 4,945 | $835.8K | 0.03% | +72+1.5% | Added |
| Bryn Mawr Trust Co | 4,932 | $833.6K | 0.01% | +4,932 | New |
| Benjamin Edwards Inc | 4,897 | $827.7K | 0.01% | +3,897+389.7% | Added |
| Impact Partnership Wealth, LLC | 4,882 | $825.2K | 0.19% | −10.0% | Reduced |
| Highline Wealth Partners LLC | 4,865 | $822.3K | 0.28% | +5+0.1% | Added |
| SG Americas Securities, LLC | 4,831 | $817.0K | 0.00% | −55,389−92.0% | Reduced |
| Greenland Capital Management LP | 4,830 | $816.4K | 0.15% | −2,000−29.3% | Reduced |
| Invst, LLC | 4,824 | $815.3K | 0.10% | −141−2.8% | Reduced |
| Monetary Management Group Inc | 4,775 | $807.1K | 0.21% | 00.0% | Unchanged |
| Man Group plc | 4,754 | $803.5K | 0.00% | +4,754 | New |
| Ballentine Partners, LLC | 4,702 | $794.7K | 0.01% | +75+1.6% | Added |