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Simon Property Group Inc.

SPG
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001063761

In the last 90 days, Simon Property Group Inc. insiders filed 11 open-market purchases and 0 sales; 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, Q4 2024

Institutional positions in Simon Property Group Inc. as of Dec 31, 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
1,195
+83 vs. Q3 2024
Shares held
293.2M
+4.18M (+1.4%) vs. Q3 2024
Total value
$50.4B
+$1.72B (+3.5%) vs. Q3 2024
New holders
173
425 more added
Sold out
90
414 more reduced

24 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 1,195 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 heldQ4 2024: $50.4B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q3 2024.

Institutions holding SPG in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Fuller & Thaler Asset Management, Inc.0$20.00%0Unchanged
Retirement Wealth Solutions LLC0$710.00%0New
REAP Financial Group, LLC1$860.00%+1New
NBC Securities, Inc.1$3190.03%−2,583−100.0%Reduced
Kohmann Bosshard Financial Services, LLC2$3440.00%+2New
SOA Wealth Advisors, LLC.2$3440.00%+2New
West Branch Capital LLC3$5170.00%00.0%Unchanged
Creekmur Asset Management LLC3$5170.00%00.0%Unchanged
Sugar Maple Asset Management, LLC3$5170.00%+3New
Nemes Rush Group LLC4$6890.00%+4New
Capital A Wealth Management, LLC4$6890.00%+4New
Winnow Wealth LLC5$8510.00%+5New
YANKCOM Partnership5$8610.00%+5New
Copia Wealth Management5$8610.00%+5New
Transamerica Financial Advisors, Inc.2$1.00K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC9$1.00K0.00%+9New
Old Second National Bank of Aurora6$1.03K0.00%+6New
Sherman Asset Management, Inc.6$1.03K0.00%+6New
NVWM, LLC7$1.21K0.00%+1+16.7%Added
Decker Retirement Planning Inc.7$1.21K0.00%+7New
New Wave Wealth Advisors LLC7$1.21K0.00%+7New
WealthTrak Capital Management LLC8$1.38K0.00%+8New
Principia Wealth Advisory, LLC10$1.72K0.00%+10New
JFS Wealth Advisors, LLC10$1.72K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC10$1.72K0.00%+10New
Eagle Bay Advisors LLC14$2.41K0.00%−3−17.6%Reduced
Core Alternative Capital14$2.41K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.14$2.41K0.00%+8+133.3%Added
Quest 10 Wealth Builders, Inc.15$2.58K0.00%+15New
New Millennium Group LLC16$2.83K0.00%+2+14.3%Added
Darwin Advisors, LLC17$2.93K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC17$2.93K0.00%00.0%Unchanged
Clark Wealth Partners17$2.93K0.00%+17New
McIlrath & Eck, LLC18$3.10K0.00%00.0%Unchanged
Cornerstone Planning Group LLC18$3.18K0.00%+2+12.5%Added
Oarsman Capital, Inc.20$3.44K0.00%+20New
Capital & Planning, LLC20$3.44K0.00%+20New
Strategic Investment Solutions, Inc.24$3.47K0.00%+24New
Lee Danner & Bass Inc21$3.62K0.00%+21New
Cassady Schiller Wealth Management, LLC21$3.62K0.00%+21New
Financial Network Wealth Advisors LLC21$3.62K0.01%+21New
HM Payson & Co22$3.79K0.00%−5−18.5%Reduced
MCF Advisors LLC22$3.79K0.00%00.0%Unchanged
Raffa Wealth Management, LLC23$3.96K0.00%−11−32.4%Reduced
Davis Capital Management23$3.96K0.00%00.0%Unchanged
Red Tortoise LLC23$3.96K0.00%00.0%Unchanged
NewSquare Capital LLC23$3.96K0.00%+23New
Briaud Financial Planning, Inc26$4.00K0.00%+26New
American National Bank25$4.30K0.00%−285−91.9%Reduced
Independence Bank of Kentucky25$4.30K0.00%−15−37.5%Reduced
South State Corp.27$4.65K0.00%00.0%Unchanged
Archer Investment Corp29$4.95K0.00%00.0%Unchanged
Leonteq Securities AG30$5.17K0.00%−8−21.1%Reduced
Sachetta, LLC30$5.17K0.00%−4−11.8%Reduced
Orion Capital Management LLC30$5.23K0.00%+30New
Mark Sheptoff Financial Planning, LLC31$5.34K0.00%00.0%Unchanged
Winch Advisory Services, LLC32$5.51K0.00%+32New
Creative Capital Management Investments LLC33$5.68K0.00%00.0%Unchanged
Richards, Merrill & Peterson, Inc.35$6.03K0.00%+35New
Medallion Wealth Advisors, LLC37$6.29K0.00%+37New
Continuum Advisory, LLC37$6.37K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.38$6.54K0.00%00.0%Unchanged
Aspect Partners, LLC38$6.54K0.00%00.0%Unchanged
Johnson Financial Group, Inc.39$6.78K0.00%−61−61.0%Reduced
Adirondack Trust Co40$6.89K0.00%−26−39.4%Reduced
Plante Moran Financial Advisors, LLC45$7.66K0.00%+43+2,150.0%Added
Gold Investment Management Ltd.45$7.75K0.00%00.0%Unchanged
Avion Wealth47$8.00K0.00%+3+6.8%Added
High Note Wealth, LLC48$8.23K0.00%+48New
Transce3nd, LLC48$8.30K0.00%+48New
Godsey & Gibb Associates50$8.61K0.00%00.0%Unchanged
Colonial Trust Advisors50$8.61K0.00%00.0%Unchanged
Financial Perspectives, Inc52$8.89K0.00%+52New
Parkworth Wealth Management, Inc.52$8.90K0.01%+52New
Oakworth Capital, Inc.52$8.96K0.00%00.0%Unchanged
Anfield Capital Management, LLC53$9.13K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.54$9.30K0.00%−8−12.9%Reduced
Coppell Advisory Solutions LLC58$9.91K0.00%+26+81.3%Added
Financial Life Planners58$9.96K0.01%+58New
Sandy Spring Bank58$9.99K0.00%+58New
Householder Group Estate & Retirement Specialist, LLC61$10.0K0.01%−248−80.3%Reduced
Richardson Financial Services Inc.60$10.3K0.01%−60−50.0%Reduced
Costello Asset Management, INC63$10.8K0.01%+3+5.0%Added
Aventura Private Wealth, LLC65$11.2K0.01%+65New
Dunhill Financial, LLC67$11.6K0.01%+17+34.0%Added
LMR Partners LLP68$11.7K0.00%−2,476−97.3%Reduced
Hexagon Capital Partners LLC68$11.8K0.00%00.0%Unchanged
Atlas Capital Advisors LLC69$11.9K0.00%−156−69.3%Reduced
Christopher J. Hasenberg, Inc69$11.9K0.00%00.0%Unchanged
Bell Investment Advisors, Inc71$12.2K0.00%−3−4.1%Reduced
Wolff Wiese Magana LLC71$12.2K0.01%00.0%Unchanged
Hollencrest Capital Management73$12.5K0.00%+1+1.4%Added
Whipplewood Advisors, LLC73$12.6K0.01%+73New
Maryland Capital Advisors Inc.73$12.6K0.01%+73New
Private Wealth Management Group, LLC75$12.9K0.00%00.0%Unchanged
Putney Financial Group LLC75$12.9K0.01%+75New
Park Square Financial Group, LLC75$12.9K0.01%+75New
Center for Financial Planning, Inc.76$13.1K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp77$13.3K0.01%+77New
Glen Eagle Advisors, LLC80$13.8K0.00%+51+175.9%Added