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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 4,701 | $794.6K | 0.08% | +889+23.3% | Added |
| Argent Financial Group, Inc. | 4,602 | $777.8K | 0.09% | +4,602 | New |
| NorthRock Partners, LLC | 4,577 | $773.6K | 0.03% | +101+2.3% | Added |
| Sumitomo Life Insurance Co | 4,560 | $770.7K | 0.02% | −37−0.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,515 | $763.1K | 0.10% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 4,531 | $758.6K | 0.01% | +4,531 | New |
| Sequoia Financial Advisors, LLC | 4,458 | $753.5K | 0.01% | −1,751−28.2% | Reduced |
| Summit Trail Advisors, LLC | 4,442 | $750.7K | 0.02% | +718+19.3% | Added |
| Savant Capital, LLC | 4,375 | $739.5K | 0.01% | +1,022+30.5% | Added |
| Abn Amro Investment Solutions | 4,361 | $737.1K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,352 | $736.0K | 0.03% | −2,797−39.1% | Reduced |
| Alta Wealth Advisors LLC | 4,304 | $727.5K | 0.33% | +198+4.8% | Added |
| Prestige Wealth Management Group LLC | 4,238 | $716.3K | 0.15% | +4,220+23,444.4% | Added |
| Future Financial Wealth Managment LLC | 4,222 | $713.6K | 0.51% | −1,994−32.1% | Reduced |
| CIBC Private Wealth Group, LLC | 4,204 | $710.5K | 0.00% | −313−6.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,202 | $710.3K | 0.14% | −573−12.0% | Reduced |
| Horizon Investments, LLC | 4,194 | $708.9K | 0.02% | −594−12.4% | Reduced |
| Portside Wealth Group, LLC | 4,153 | $702.0K | 0.12% | +673+19.3% | Added |
| Inspire Advisors, LLC | 4,118 | $696.1K | 0.08% | +65+1.6% | Added |
| Trust Co of Vermont | 4,080 | $689.6K | 0.03% | +114+2.9% | Added |
| Belpointe Asset Management LLC | 4,069 | $687.7K | 0.04% | −7−0.2% | Reduced |
| Nabity-Jensen Investment Management Inc | 4,065 | $687.1K | 0.53% | −8−0.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 4,036 | $682.2K | 0.28% | −500−11.0% | Reduced |
| Bokf, NA | 4,045 | $681.0K | 0.01% | +240+6.3% | Added |
| Capital Management Associates | 4,000 | $676.1K | 0.75% | +4,000 | New |
| Sunbelt Securities, Inc. | 3,978 | $672.4K | 0.07% | +300+8.2% | Added |
| Principal Securities, Inc. | 3,974 | $671.6K | 0.02% | +924+30.3% | Added |
| Schechter Investment Advisors, LLC | 3,929 | $664.1K | 0.05% | +30+0.8% | Added |
| First Hawaiian Bank | 3,922 | $662.9K | 0.02% | −580−12.9% | Reduced |
| American Trust Investment Advisors, LLC | 3,897 | $658.7K | 0.27% | +2,497+178.4% | Added |
| Ronald Blue Trust, Inc. | 4,338 | $658.6K | 0.01% | +2,954+213.4% | Added |
| Unigestion Holding SA | 3,875 | $655.0K | 0.03% | +3,875 | New |
| Beacon Investment Advisors LLC | 3,833 | $648.0K | 0.31% | +19+0.5% | Added |
| SkyView Investment Advisors, LLC | 3,803 | $643.0K | 0.11% | +158+4.3% | Added |
| Commerzbank Aktiengesellschaft | 3,776 | $639.0K | 0.02% | −5,012−57.0% | Reduced |
| Tritonpoint Wealth, LLC | 3,802 | $637.5K | 0.06% | +78+2.1% | Added |
| Forte Capital LLC | 3,727 | $629.9K | 0.07% | +3,727 | New |
| RS Crum Inc. | 3,723 | $629.3K | 0.15% | −10.0% | Reduced |
| PFG Investments, LLC | 3,676 | $621.3K | 0.04% | +329+9.8% | Added |
| Tobias Financial Advisors, Inc. | 3,660 | $618.6K | 0.12% | +97+2.7% | Added |
| Marshall Wace, LLP | 3,652 | $617.3K | 0.00% | +3,652 | New |
| Ghe, LLC | 3,633 | $614.0K | 0.23% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 3,600 | $608.5K | 0.13% | −500−12.2% | Reduced |
| First Dallas Securities Inc. | 3,600 | $608.5K | 0.25% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,599 | $608.3K | 0.03% | +105+3.0% | Added |
| IFP Advisors, Inc | 3,576 | $604.7K | 0.02% | +606+20.4% | Added |
| Fifth Third Wealth Advisors LLC | 3,554 | $600.7K | 0.04% | +120+3.5% | Added |
| Diametric Capital, LP | 3,540 | $598.3K | 0.30% | +3,540 | New |
| Pensionmark Financial Group, LLC | 3,534 | $597.3K | 0.02% | +521+17.3% | Added |
| Siemens Fonds Invest GmbH | 3,528 | $596.3K | 0.05% | −22−0.6% | Reduced |
| Rothschild Investment LLC | 3,522 | $595.3K | 0.04% | −2−0.1% | Reduced |
| We Are One Seven, LLC | 3,520 | $595.0K | 0.03% | −278−7.3% | Reduced |
| Larson Financial Group LLC | 3,503 | $592.1K | 0.03% | +381+12.2% | Added |
| Mather Group, LLC. | 3,460 | $584.9K | 0.01% | +428+14.1% | Added |
| Element Wealth, LLC | 3,451 | $583.3K | 0.31% | −72−2.0% | Reduced |
| Gables Capital Management Inc. | 3,440 | $581.4K | 0.29% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,416 | $577.4K | 0.07% | +686+25.1% | Added |
| Joel Isaacson & Co., LLC | 3,396 | $574.0K | 0.03% | −60−1.7% | Reduced |
| Schulhoff & Co Inc | 3,366 | $568.9K | 0.24% | 00.0% | Unchanged |
| Stephens Inc | 3,353 | $566.7K | 0.01% | +27+0.8% | Added |
| Cigna Investments Inc | 3,348 | $566.0K | 0.10% | −90−2.6% | Reduced |
| Accuvest Global Advisors | 2,245 | $564.0K | 0.48% | +2,245 | New |
| Everhart Financial Group, Inc. | 3,329 | $562.7K | 0.12% | +480+16.8% | Added |
| Arete Wealth Advisors, LLC | 3,332 | $562.0K | 0.05% | +3,332 | New |
| HighPoint Advisor Group LLC | 3,336 | $559.5K | 0.03% | +37+1.1% | Added |
| Ameritas Investment Partners, Inc. | 3,304 | $558.4K | 0.02% | −126−3.7% | Reduced |
| Graypoint LLC | 3,303 | $558.2K | 0.04% | +289+9.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $557.8K | 0.16% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,247 | $548.7K | 0.05% | −679−17.3% | Reduced |
| Alpha Cubed Investments, LLC | 3,246 | $548.7K | 0.02% | −699−17.7% | Reduced |
| Independent Financial Group, LLC | 3,230 | $546.0K | 0.02% | +15+0.5% | Added |
| Strategic Advocates LLC | 3,227 | $545.5K | 0.20% | +430+15.4% | Added |
| Reuter James Wealth Management, LLC | 3,225 | $545.1K | 0.10% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 3,207 | $542.0K | 0.13% | +3,207 | New |
| American Investment Services, Inc. | 3,203 | $541.4K | 0.09% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,200 | $540.9K | 0.07% | +600+23.1% | Added |
| Congress Wealth Management LLC | 3,176 | $536.9K | 0.01% | −498−13.6% | Reduced |
| Kestra Private Wealth Services, LLC | 3,135 | $529.9K | 0.01% | −1,348−30.1% | Reduced |
| Foster & Motley Inc | 3,128 | $529.0K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 3,111 | $525.8K | 0.04% | +38+1.2% | Added |
| United Advisor Group, LLC | 3,105 | $524.8K | 0.12% | +35+1.1% | Added |
| Cohen Klingenstein LLC | 3,100 | $524.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,097 | $523.5K | 0.04% | −42−1.3% | Reduced |
| InTrack Investment Management Inc | 3,068 | $518.6K | 0.37% | −20−0.6% | Reduced |
| Diversify Wealth Management, LLC | 2,961 | $514.7K | 0.05% | +87+3.0% | Added |
| ORG Partners LLC | 3,012 | $509.7K | 0.08% | +39+1.3% | Added |
| Lederer & Associates Investment Counsel | 3,007 | $508.0K | 0.36% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 3,000 | $507.1K | 0.33% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,000 | $507.1K | 0.10% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 3,000 | $507.0K | 0.08% | 00.0% | Unchanged |
| White Pine Capital LLC | 2,999 | $506.9K | 0.17% | −205−6.4% | Reduced |
| Capital Investment Advisors, LLC | 2,995 | $506.2K | 0.01% | +483+19.2% | Added |
| Optimum Investment Advisors | 2,979 | $503.5K | 0.22% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 2,965 | $501.1K | 0.23% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,954 | $499.3K | 0.03% | +2,400+433.2% | Added |
| Jackson Square Capital, LLC | 2,952 | $498.9K | 0.12% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,931 | $495.4K | 0.01% | −775−20.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,921 | $493.7K | 0.01% | −7−0.2% | Reduced |
| Oxford Financial Group Ltd | 2,917 | $493.1K | 0.03% | +632+27.7% | Added |
| Summit Financial, LLC | 2,911 | $492.0K | 0.02% | +275+10.4% | Added |