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Livermore
ZHEN

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.

Institutional holdersQ3 2024: 1,136 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ3 2024: $48.8B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$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.

Institutions holding SPG in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Sage Investment Advisers LLC2,907$491.3K0.51%+4+0.1%Added
First Foundation Advisors2,902$490.5K0.02%−2,473−46.0%Reduced
Washington Trust Co2,899$490.0K0.02%−180−5.8%Reduced
McMahon Financial Advisors, LLC2,898$489.8K0.11%+198+7.3%Added
Unique Wealth Strategies, LLC2,892$488.8K0.21%+2,865+10,611.1%Added
Lazari Capital Management, Inc.2,882$487.2K0.21%−94−3.2%Reduced
Mutual Advisors, LLC2,794$484.4K0.01%−122−4.2%Reduced
Market Street Wealth Management Advisors LLC2,848$481.4K0.08%+6+0.2%Added
Mogy Joel R Investment Counsel Inc2,825$477.5K0.03%00.0%Unchanged
Farther Finance Advisors, LLC2,781$470.0K0.02%+883+46.5%Added
Lantern Wealth Advisors, LLC2,775$469.0K0.32%−100−3.5%Reduced
Strategic Financial Concepts, LLC2,751$464.9K0.15%−421,319−99.4%Reduced
Camden Capital, LLC2,721$459.9K0.05%+2,721New
Washington Trust Bank2,709$457.9K0.04%−64−2.3%Reduced
O'Rourke & Company, Inc2,707$457.5K0.23%+9+0.3%Added
Opinicus Capital, Inc.2,698$456.0K0.36%−151−5.3%Reduced
BDF-Gestion38,538$452.0K0.07%00.0%Unchanged
JDM Financial Group LLC2,666$450.5K0.24%−1,047−28.2%Reduced
Edmp, Inc.2,656$448.9K0.37%−40−1.5%Reduced
Schnieders Capital Management LLC2,656$448.9K0.09%+158+6.3%Added
MAI Capital Management2,648$447.6K0.00%−3,997−60.2%Reduced
Avestar Capital, LLC2,648$447.6K0.05%+71+2.8%Added
Bradley Foster & Sargent Inc2,638$445.9K0.01%00.0%Unchanged
Synovus Financial Corp2,607$440.4K0.01%+877+50.7%Added
Glass Jacobson Investment Advisors llc2,602$439.8K0.15%−75−2.8%Reduced
Insigneo Advisory Services, LLC2,593$438.3K0.04%+874+50.8%Added
Optiver Holding B.V.2,583$436.6K0.01%+2,583New
New England Research & Management, Inc.2,580$436.0K0.20%−4,200−61.9%Reduced
NBC Securities, Inc.2,584$436.0K0.04%−99−3.7%Reduced
Robertson Stephens Wealth Management, LLC2,575$435.3K0.02%−137−5.1%Reduced
Octavia Wealth Advisors, LLC2,573$435.0K0.05%+18+0.7%Added
Intrua Financial, LLC2,562$433.0K0.07%−362−12.4%Reduced
Stratos Wealth Advisors, LLC2,551$431.2K0.02%+27+1.1%Added
LMR Partners LLP2,544$430.0K0.01%+2,544New
Chiron Investment Management, LLC2,528$427.3K0.15%+2,528New
Welch Group, LLC2,515$425.2K0.02%00.0%Unchanged
Embree Financial Group2,515$425.1K0.08%+30+1.2%Added
Stratos Wealth Partners, LTD.2,511$424.4K0.01%−162−6.1%Reduced
All Season Financial Advisors, Inc.2,508$423.8K0.36%+2,508New
Moody Lynn & Lieberson, LLC2,500$422.6K0.03%00.0%Unchanged
Financial Sense Advisors, Inc.2,500$422.6K0.12%00.0%Unchanged
Legacy Financial Advisors, Inc.2,485$420.0K0.07%+24+1.0%Added
Hutchens & Kramer Investment Management Group, LLC2,473$419.2K0.23%+95+4.0%Added
Nilsine Partners, LLC2,470$417.5K0.05%+144+6.2%Added
Silverleafe Capital Partners, LLC2,400$405.6K0.14%00.0%Unchanged
Proficio Capital Partners LLC2,388$403.5K0.04%−581−19.6%Reduced
LRI Investments, LLC2,252$401.6K0.04%00.0%Unchanged
Journey Strategic Wealth LLC2,338$395.1K0.01%+181+8.4%Added
Titleist Asset Management, LLC2,332$394.2K0.06%−172−6.9%Reduced
Brown, Lisle/Cummings, Inc.2,328$393.5K0.12%−77−3.2%Reduced
Lindbrook Capital, LLC2,328$393.5K0.03%+602+34.9%Added
Umb Bank N A2,325$393.0K0.01%+154+7.1%Added
Manchester Capital Management LLC2,319$392.0K0.05%+34+1.5%Added
Conning Inc.2,315$391.3K0.01%−414−15.2%Reduced
Eqis Capital Management, Inc.2,286$386.3K0.03%−41−1.8%Reduced
Ascent Group, LLC2,282$385.8K0.03%+334+17.1%Added
Parallax Volatility Advisers, L.P.2,264$382.7K0.01%+2,264New
Affinity Wealth Management LLC2,261$382.2K0.07%+90+4.1%Added
Fidelis Capital Partners, LLC2,191$380.8K0.05%−18−0.8%Reduced
Meridian Wealth Management, LLC2,259$377.7K0.02%+2,259New
Blueshift Asset Management, LLC2,222$375.6K0.09%+2,222New
Intrust Bank NA2,219$375.1K0.04%−41−1.8%Reduced
Bard Financial Services, Inc.2,210$373.5K0.04%−250−10.2%Reduced
Geller Advisors LLC2,208$373.2K0.03%−1,738−44.0%Reduced
Novare Capital Management LLC2,200$371.8K0.03%00.0%Unchanged
Redhawk Wealth Advisors, Inc.2,195$371.0K0.05%00.0%Unchanged
Walter & Keenan Financial Consulting Co2,181$368.6K0.11%+3+0.1%Added
Pinnacle Wealth Management Advisory Group, LLC2,181$368.6K0.04%+379+21.0%Added
Rehmann Capital Advisory Group2,165$366.0K0.02%−11−0.5%Reduced
Skopos Labs, Inc.2,155$364.2K0.12%+23+1.1%Added
LJI Wealth Management, LLC2,151$363.6K0.07%00.0%Unchanged
Resonant Capital Advisors, LLC2,143$362.2K0.03%+83+4.0%Added
Mesirow Financial Investment Management, Inc.2,143$362.1K0.01%+5+0.2%Added
Lafayette Investments, Inc.2,125$359.2K0.08%00.0%Unchanged
Harbor Investment Advisory, LLC2,118$358.0K0.04%00.0%Unchanged
V-Square Quantitative Management LLC2,109$356.5K0.05%+665+46.1%Added
Howard Capital Management Inc.2,109$356.5K0.01%+2,109New
Private Trust Co NA2,104$355.6K0.04%−44−2.0%Reduced
Crestline Management, LP2,100$354.9K0.02%+2,100New
Kaizen Financial Strategies2,097$354.4K0.21%−410−16.4%Reduced
Kathmere Capital Management, LLC2,062$348.5K0.03%+297+16.8%Added
Cetera Trust Company, N.A2,050$346.5K0.21%−25−1.2%Reduced
Rockland Trust Co2,050$346.5K0.02%00.0%Unchanged
Gateway Investment Advisers LLC2,049$346.3K0.00%−113−5.2%Reduced
Smartleaf Asset Management LLC2,042$342.5K0.04%+1,020+99.8%Added
Manchester Financial Inc2,021$341.6K0.07%00.0%Unchanged
ZRC Wealth Management, LLC2,019$341.3K0.15%00.0%Unchanged
Davenport & Co LLC2,005$338.9K0.00%+2,005New
Atlas Private Wealth Advisors2,000$338.0K0.05%00.0%Unchanged
WealthTrust Axiom LLC2,000$338.0K0.10%+2,000New
Catalina Capital Group, LLC1,986$335.7K0.11%+180+10.0%Added
Alps Advisors Inc1,982$335.0K0.00%+248+14.3%Added
MBB Public Markets I LLC1,980$334.7K0.03%−20,604−91.2%Reduced
1620 Investment Advisors, Inc.1,967$332.5K0.24%+1+0.1%Added
Prudent Man Advisors, LLC1,966$332.3K0.11%00.0%Unchanged
Good Life Advisors, LLC1,953$330.0K0.02%−116−5.6%Reduced
William Allan, LLC1,928$325.9K0.20%+243+14.4%Added
Financial Counselors Inc1,922$324.9K0.00%−509−20.9%Reduced
EverSource Wealth Advisors, LLC1,922$324.9K0.02%+40+2.1%Added
Platform Technology Partners1,920$324.5K0.10%00.0%Unchanged