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, 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MAI Capital Management | 33,219 | $5.72M | 0.04% | +30,571+1,154.5% | Added |
| Oliver Luxxe Assets LLC | 33,883 | $5.73M | 1.04% | 00.0% | Unchanged |
| New Insight Wealth Advisors | 33,474 | $5.76M | 2.89% | −3,461−9.4% | Reduced |
| Sheets Smith Wealth Management | 33,953 | $5.85M | 0.71% | +1,615+5.0% | Added |
| Oppenheimer & Co Inc | 34,265 | $5.90M | 0.09% | −227−0.7% | Reduced |
| Truist Financial Corp | 35,091 | $6.04M | 0.01% | +15,215+76.5% | Added |
| Cerity Partners LLC | 35,389 | $6.04M | 0.01% | −11,975−25.3% | Reduced |
| Crossmark Global Holdings, Inc. | 35,397 | $6.09M | 0.11% | −3,999−10.2% | Reduced |
| Sterling Capital Management LLC | 35,708 | $6.15M | 0.08% | +3,247+10.0% | Added |
| JustInvest LLC | 35,938 | $6.19M | 0.09% | +2,115+6.3% | Added |
| Whittier Trust Co of Nevada Inc | 35,953 | $6.19M | 0.15% | +1,356+3.9% | Added |
| Waters Parkerson & Co., LLC | 36,146 | $6.22M | 0.33% | +391+1.1% | Added |
| Crestline Management, LP | 36,168 | $6.23M | 0.22% | +34,068+1,622.3% | Added |
| Mutual of America Capital Management LLC | 36,739 | $6.33M | 0.07% | −999−2.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 37,025 | $6.37M | 0.01% | +1,505+4.2% | Added |
| Unigestion Holding SA | 37,794 | $6.51M | 0.37% | +33,919+875.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 39,165 | $6.74M | 0.07% | −2,656−6.4% | Reduced |
| ING Groep NV | 39,172 | $6.75M | 0.05% | +39,172 | New |
| Adviser Investments LLC | 39,480 | $6.80M | 0.08% | +39,480 | New |
| Janus Henderson Group PLC | 39,700 | $6.84M | 0.00% | −21,118−34.7% | Reduced |
| L & S Advisors Inc | 40,133 | $6.91M | 0.76% | +184+0.5% | Added |
| Baird Financial Group, Inc. | 40,265 | $6.93M | 0.01% | +140+0.3% | Added |
| Sanctuary Advisors, LLC | 39,476 | $6.94M | 0.04% | −307−0.8% | Reduced |
| Greystone Financial Group, LLC | 40,298 | $6.94M | 1.21% | +597+1.5% | Added |
| Northwestern Mutual Wealth Management Co | 40,335 | $6.95M | 0.01% | −205−0.5% | Reduced |
| Rafferty Asset Management, LLC | 40,366 | $6.95M | 0.02% | −3,198−7.3% | Reduced |
| Empowered Funds, LLC | 41,402 | $7.13M | 0.10% | −2,408−5.5% | Reduced |
| Advisor Group Holdings, Inc. | 49,604 | $7.16M | 0.02% | +1,257+2.6% | Added |
| tru Independence LLC | 41,564 | $7.16M | 2.25% | −3,171−7.1% | Reduced |
| HGK Asset Management Inc | 41,595 | $7.16M | 1.32% | +161+0.4% | Added |
| Bank of Nova Scotia | 41,615 | $7.17M | 0.01% | +1,449+3.6% | Added |
| Brown Advisory Inc | 41,665 | $7.18M | 0.01% | +82+0.2% | Added |
| Winslow Asset Management Inc | 41,718 | $7.18M | 1.43% | −1,386−3.2% | Reduced |
| Wolverine Trading, LLC | 42,755 | $7.31M | 0.16% | +42,755 | New |
| CIBC World Markets Inc. | 42,871 | $7.38M | 0.02% | −5,066−10.6% | Reduced |
| Cetera Investment Advisers | 43,107 | $7.42M | 0.02% | −18,545−30.1% | Reduced |
| Spectrum Wealth Counsel, LLC | 43,301 | $7.46M | 0.88% | +242+0.6% | Added |
| Public Employees Retirement Association of Colorado | 43,311 | $7.46M | 0.03% | −1,823−4.0% | Reduced |
| Vestcor Inc | 43,630 | $7.51M | 0.25% | −36,493−45.5% | Reduced |
| Alpha Omega Wealth Management LLC | 43,814 | $7.55M | 1.43% | −586−1.3% | Reduced |
| GSI Capital Advisors LLC | 44,448 | $7.65M | 4.05% | −5,148−10.4% | Reduced |
| Pathstone Holdings, LLC | 44,668 | $7.69M | 0.03% | +962+2.2% | Added |
| Pensionfund DSM Netherlands | 44,708 | $7.70M | 4.78% | −15,000−25.1% | Reduced |
| Everett Harris & Co | 45,618 | $7.86M | 0.10% | −3,407−6.9% | Reduced |
| TD Waterhouse Canada Inc. | 45,688 | $7.87M | 0.06% | +772+1.7% | Added |
| Nomura Holdings Inc | 45,715 | $7.87M | 0.04% | +45,715 | New |
| Federated Hermes, Inc. | 45,859 | $7.90M | 0.02% | +7,865+20.7% | Added |
| New York Life Investment Management LLC | 45,952 | $7.91M | 0.08% | +126+0.3% | Added |
| Concurrent Investment Advisors, LLC | 46,212 | $7.96M | 0.22% | +15,325+49.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 47,106 | $8.11M | 0.08% | +47,106 | New |
| CIBC Asset Management Inc | 47,400 | $8.16M | 0.03% | +2,092+4.6% | Added |
| Metis Global Partners, LLC | 48,702 | $8.39M | 0.25% | +3,886+8.7% | Added |
| Yousif Capital Management, LLC | 50,318 | $8.67M | 0.10% | −2,041−3.9% | Reduced |
| Ethic Inc. | 52,476 | $9.04M | 0.18% | +11,095+26.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 52,721 | $9.05M | 0.04% | +10,113+23.7% | Added |
| Staley Capital Advisers Inc | 52,785 | $9.09M | 0.40% | 00.0% | Unchanged |
| Allianz SE | 53,196 | $9.09M | 0.24% | +1,771+3.4% | Added |
| Utah Retirement Systems | 53,507 | $9.21M | 0.10% | 00.0% | Unchanged |
| Woodline Partners LP | 53,543 | $9.22M | 0.06% | −19,851−27.0% | Reduced |
| Exchange Traded Concepts, LLC | 54,636 | $9.41M | 0.19% | −58,826−51.8% | Reduced |
| MML Investors Services, LLC | 55,117 | $9.49M | 0.03% | −7,622−12.1% | Reduced |
| Jones Financial Companies LLLP | 57,060 | $9.83M | 0.01% | +44,491+354.0% | Added |
| TTP Investments, Inc. | 57,399 | $9.88M | 3.46% | +23,109+67.4% | Added |
| M&T Bank Corp | 57,760 | $9.95M | 0.03% | +819+1.4% | Added |
| Riverview Capital Advisers, LLC | 57,948 | $9.98M | 3.01% | −31−0.1% | Reduced |
| Quantinno Capital Management LP | 58,576 | $10.1M | 0.10% | +10,354+21.5% | Added |
| Sun Life Financial INC | 59,145 | $10.2M | 0.57% | 00.0% | Unchanged |
| Vident Advisory, LLC | 59,335 | $10.2M | 0.18% | −13,069−18.1% | Reduced |
| Huntington National Bank | 59,414 | $10.2M | 0.07% | −1,283−2.1% | Reduced |
| ProShare Advisors LLC | 59,758 | $10.3M | 0.02% | +3,787+6.8% | Added |
| Nixon Capital, LLC | 59,536 | $10.3M | 3.19% | +2,664+4.7% | Added |
| US Bancorp | 59,797 | $10.3M | 0.01% | +1,683+2.9% | Added |
| Wealthfront Advisers LLC | 60,791 | $10.5M | 0.03% | +2,515+4.3% | Added |
| Amalgamated Bank | 60,828 | $10.5M | 0.09% | −1,465−2.4% | Reduced |
| DnB Asset Management AS | 60,906 | $10.5M | 0.05% | +2,412+4.1% | Added |
| USS Investment Management Ltd | 61,215 | $10.5M | 0.08% | −13,399−18.0% | Reduced |
| Mariner, LLC | 61,712 | $10.6M | 0.02% | +1,422+2.4% | Added |
| British Columbia Investment Management Corp | 62,435 | $10.8M | 0.06% | +8,048+14.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 62,443 | $10.8M | 0.31% | −8,295−11.7% | Reduced |
| Bamco Inc | 62,834 | $10.8M | 0.03% | +36,693+140.4% | Added |
| Commonwealth Equity Services, LLC | 62,998 | $10.8M | 0.02% | −34,897−35.6% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 63,673 | $11.0M | 0.76% | −275−0.4% | Reduced |
| Barometer Capital Management Inc. | 69,455 | $11.3M | 4.51% | +34,005+95.9% | Added |
| Edgar Lomax Co | 65,820 | $11.3M | 0.73% | −171,955−72.3% | Reduced |
| Czech National Bank | 66,498 | $11.5M | 0.11% | +4,067+6.5% | Added |
| Biondo Investment Advisors, LLC | 67,741 | $11.7M | 1.61% | +600+0.9% | Added |
| Janney Montgomery Scott LLC | 68,990 | $11.9M | 0.03% | −1,394−2.0% | Reduced |
| Independent Advisor Alliance | 69,454 | $12.0M | 0.16% | +2,661+4.0% | Added |
| Edgemoor Investment Advisors, Inc. | 69,743 | $12.0M | 1.06% | −1,188−1.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 70,017 | $12.1M | 0.12% | −5,800−7.6% | Reduced |
| LGT Group Foundation | 70,408 | $12.1M | 0.19% | −100.0% | Reduced |
| American Assets Capital Advisers, LLC | 71,072 | $12.2M | 4.08% | −29,659−29.4% | Reduced |
| Xponance, Inc. | 72,591 | $12.5M | 0.11% | +2,515+3.6% | Added |
| CI Private Wealth, LLC | 74,301 | $12.6M | 0.02% | −6,535−8.1% | Reduced |
| Banco Santander, S.A. | 73,336 | $12.6M | 0.15% | +73,336 | New |
| D. E. Shaw & Co., Inc. | 75,039 | $12.9M | 0.01% | −114,796−60.5% | Reduced |
| Janney Capital Management LLC | 77,123 | $13.3M | 0.88% | −21,220−21.6% | Reduced |
| Whittier Trust Co | 77,200 | $13.3M | 0.18% | +2,385+3.2% | Added |
| Corebridge Financial, Inc. | 78,794 | $13.6M | 0.07% | +863+1.1% | Added |
| Public Sector Pension Investment Board | 79,598 | $13.7M | 0.06% | +26,187+49.0% | Added |