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 |
|---|---|---|---|---|---|
| Eisler Capital Management Ltd. | 556 | $96.5K | 0.00% | +556 | New |
| Farmers & Merchants Investments Inc | 598 | $103.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 601 | $103.4K | 0.02% | −35−5.5% | Reduced |
| United Community Bank | 622 | $107.1K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 632 | $108.8K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 634 | $109.2K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 644 | $110.9K | 0.05% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 647 | $111.4K | 0.04% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 654 | $112.6K | 0.08% | +654 | New |
| Global X Japan Co., Ltd. | 655 | $112.8K | 0.01% | +59+9.9% | Added |
| Clearstead Advisors, LLC | 664 | $114.3K | 0.00% | −629−48.6% | Reduced |
| Montag A & Associates Inc | 702 | $120.9K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 712 | $123.0K | 0.00% | −34−4.6% | Reduced |
| Muzinich & Co., Inc. | 731 | $125.9K | 0.09% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 744 | $128.1K | 0.00% | +19+2.6% | Added |
| Venturi Wealth Management, LLC | 746 | $128.5K | 0.01% | +124+19.9% | Added |
| XY Capital Ltd | 773 | $133.1K | 0.15% | +773 | New |
| Silvant Capital Management LLC | 821 | $141.4K | 0.01% | 00.0% | Unchanged |
| Atala Financial Inc | 821 | $141.4K | 0.10% | +821 | New |
| Rosenberg Matthew Hamilton | 823 | $141.7K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 850 | $146.4K | 0.01% | +850 | New |
| Centaurus Financial, Inc. | 867 | $149.0K | 0.01% | +14+1.6% | Added |
| CVA Family Office, LLC | 873 | $150.3K | 0.02% | +158+22.1% | Added |
| Stelac Advisory Services LLC | 881 | $151.7K | 0.06% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 900 | $155.0K | 0.04% | −20−2.2% | Reduced |
| Y.D. More Investments Ltd | 904 | $155.7K | 0.01% | +42+4.9% | Added |
| CoreCap Advisors, LLC | 906 | $156.0K | 0.01% | +205+29.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 975 | $167.9K | 0.05% | −375−27.8% | Reduced |
| Versant Capital Management, Inc | 999 | $172.0K | 0.04% | +421+72.8% | Added |
| AllSquare Wealth Management LLC | 1,000 | $172.2K | 0.10% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,005 | $173.0K | 0.01% | +5+0.5% | Added |
| Cromwell Holdings LLC | 1,013 | $174.4K | 0.10% | 00.0% | Unchanged |
| TFC Financial Management | 1,058 | $182.2K | 0.03% | 00.0% | Unchanged |
| Motco | 1,083 | $186.5K | 0.02% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,091 | $187.9K | 0.03% | −35−3.1% | Reduced |
| Bullock Wealth Management Group | 1,148 | $197.6K | 0.12% | +24+2.1% | Added |
| Central Trust Co | 1,162 | $200.1K | 0.00% | −1−0.1% | Reduced |
| Black Diamond Financial, LLC | 1,163 | $200.3K | 0.03% | +1,163 | New |
| Stance Capital LLC | 1,165 | $200.7K | 0.12% | +1,165 | New |
| Ariadne Wealth Management, LP | 1,123 | $202.8K | 0.09% | +1,123 | New |
| Bridgewater Associates, LP | 1,179 | $203.0K | 0.00% | +1,179 | New |
| Marcum Wealth, LLC | 1,180 | $203.2K | 0.02% | +1,180 | New |
| Five Oceans Advisors | 1,185 | $204.1K | 0.09% | −194−14.1% | Reduced |
| Excalibur Management Corp | 1,189 | $204.8K | 0.08% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,191 | $205.1K | 0.01% | −26−2.1% | Reduced |
| Hilltop National Bank | 1,193 | $205.4K | 0.06% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,196 | $205.9K | 0.01% | +840+236.0% | Added |
| Flputnam Investment Management Co | 1,198 | $206.3K | 0.00% | +1+0.1% | Added |
| Jacobson & Schmitt Advisors, LLC | 1,200 | $206.7K | 0.04% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 1,200 | $206.7K | 0.04% | +1,200 | New |
| Camden Capital, LLC | 1,204 | $207.4K | 0.02% | −1,517−55.8% | Reduced |
| OneAscent Family Office, LLC | 1,207 | $208.0K | 0.38% | +1,207 | New |
| D'Orazio & Associates, Inc. | 1,215 | $209.2K | 0.03% | +25+2.1% | Added |
| Strategic Advisors LLC | 1,222 | $210.5K | 0.04% | −146−10.7% | Reduced |
| Moors & Cabot, Inc. | 1,223 | $210.7K | 0.01% | −26−2.1% | Reduced |
| Sentry Investment Management LLC | 1,226 | $211.0K | 0.10% | −200−14.0% | Reduced |
| Parkside Financial Bank & Trust | 1,227 | $211.3K | 0.03% | +6+0.5% | Added |
| Gamco Investors, Inc. Et Al | 1,230 | $211.8K | 0.00% | −50−3.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,233 | $212.3K | 0.03% | −318−20.5% | Reduced |
| Chancellor Financial Group WB LP | 1,235 | $212.7K | 0.17% | +1,235 | New |
| L2 Asset Management, LLC | 1,245 | $214.3K | 0.05% | −78−5.9% | Reduced |
| Argyle Capital Partners, LLC | 1,247 | $214.7K | 0.18% | +1,247 | New |
| Cascade Financial Partners, LLC | 1,248 | $214.9K | 0.03% | +1,248 | New |
| EPG Wealth Management LLC | 1,254 | $216.0K | 0.06% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 1,255 | $216.1K | 0.01% | −84−6.3% | Reduced |
| Texas Bank & Trust Co | 1,257 | $216.5K | 0.09% | +1,257 | New |
| Longboard Asset Management, LP | 1,273 | $219.2K | 0.58% | +1,273 | New |
| Activest Wealth Management | 1,275 | $219.6K | 0.06% | −15−1.2% | Reduced |
| Logan Capital Management Inc | 1,275 | $219.6K | 0.01% | +3+0.2% | Added |
| Ridgewood Investments LLC | 1,280 | $220.4K | 0.11% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,281 | $220.7K | 0.00% | −3,057−70.5% | Reduced |
| Canopy Partners, LLC | 1,284 | $221.1K | 0.08% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 1,311 | $225.8K | 0.00% | +1,311 | New |
| Moody National Bank Trust Division | 1,316 | $226.6K | 0.02% | −3−0.2% | Reduced |
| Silvercrest Asset Management Group LLC | 1,328 | $228.7K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,330 | $229.0K | 0.03% | −2,086−61.1% | Reduced |
| GTS Securities LLC | 1,335 | $229.9K | 0.01% | −3,645−73.2% | Reduced |
| Balboa Wealth Partners | 1,339 | $230.5K | 0.05% | +121+9.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,340 | $230.8K | 0.08% | +150+12.6% | Added |
| Samalin Investment Counsel, LLC | 1,341 | $231.1K | 0.10% | −466−25.8% | Reduced |
| Purkiss Capital Advisors LLC | 1,346 | $231.8K | 0.20% | +1,346 | New |
| Lakeview Capital Partners, LLC | 1,349 | $232.3K | 0.05% | −454−25.2% | Reduced |
| Silver Lake Group, L.L.C. | 1,350 | $232.5K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,351 | $232.7K | 0.01% | +1,351 | New |
| LMG Wealth Partners, LLC | 1,366 | $235.2K | 0.05% | +1,366 | New |
| Kovitz Investment Group Partners, LLC | 1,364 | $236.0K | 0.00% | +1,364 | New |
| Smithfield Trust Co | 1,374 | $238.0K | 0.01% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 1,387 | $238.9K | 0.08% | −1−0.1% | Reduced |
| KMG Fiduciary Partners, LLC | 1,388 | $239.0K | 0.02% | +1+0.1% | Added |
| AE Wealth Management LLC | 1,395 | $240.3K | 0.00% | +130+10.3% | Added |
| Simmons Bank | 1,397 | $240.6K | 0.02% | +50+3.7% | Added |
| Keel Point, LLC | 1,399 | $240.9K | 0.02% | +76+5.7% | Added |
| Triad Wealth Partners, LLC | 1,400 | $241.1K | 0.09% | +1,400 | New |
| Gryphon Financial Partners LLC | 1,417 | $243.9K | 0.04% | −144−9.2% | Reduced |
| Leo Wealth, LLC | 1,418 | $244.2K | 0.02% | −210−12.9% | Reduced |
| Bragg Financial Advisors, Inc | 1,429 | $246.1K | 0.01% | +1,429 | New |
| Breakwater Capital Group | 1,430 | $246.3K | 0.05% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 1,435 | $247.2K | 0.04% | −14−1.0% | Reduced |
| Catalyst Financial Partners LLC | 1,442 | $248.3K | 0.05% | +90+6.7% | Added |
| Virtus Investment Advisers, Inc. | 1,450 | $249.7K | 0.20% | +1,450 | New |