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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 1,452 | $250.0K | 0.01% | +2+0.1% | Added |
| PDS Planning, Inc | 1,453 | $250.2K | 0.02% | +7+0.5% | Added |
| Harbor Investment Advisory, LLC | 1,453 | $250.3K | 0.02% | −665−31.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,455 | $250.5K | 0.06% | +1,455 | New |
| Legacy Advisors, LLC | 1,460 | $251.4K | 0.02% | −46−3.1% | Reduced |
| Baader Bank INC | 1,465 | $252.2K | 0.02% | −371−20.2% | Reduced |
| BSW Wealth Partners | 1,467 | $252.7K | 0.04% | −1−0.1% | Reduced |
| Global Retirement Partners, LLC | 1,468 | $252.8K | 0.01% | −69−4.5% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,468 | $252.8K | 0.06% | +1+0.1% | Added |
| Krane Funds Advisors LLC | 1,472 | $253.5K | 0.01% | −136−8.5% | Reduced |
| MRP Capital Investments, LLC | 1,475 | $254.0K | 0.23% | −75−4.8% | Reduced |
| Synovus Financial Corp | 1,480 | $255.9K | 0.00% | −1,127−43.2% | Reduced |
| Advus Financial Partners, LLC | 1,487 | $256.1K | 0.07% | +264+21.6% | Added |
| Howard Capital Management Group, LLC | 1,490 | $256.6K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,490 | $256.7K | 0.00% | +2+0.1% | Added |
| Flow Traders U.S. LLC | 1,498 | $258.0K | 0.01% | +1,498 | New |
| Man Group plc | 1,500 | $258.3K | 0.00% | −3,254−68.4% | Reduced |
| Lavaca Capital LLC | 1,500 | $258.3K | 0.11% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 1,521 | $261.9K | 0.00% | +44+3.0% | Added |
| Vicus Capital | 1,522 | $262.1K | 0.02% | −18−1.2% | Reduced |
| Jacobi Capital Management LLC | 1,523 | $262.2K | 0.02% | −102−6.3% | Reduced |
| Diversify Advisory Services, LLC | 1,537 | $262.7K | 0.01% | +1,537 | New |
| Dorsey Wright & Associates | 1,526 | $263.0K | 0.06% | −14−0.9% | Reduced |
| First National Bank | 1,531 | $263.7K | 0.18% | +3+0.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 1,534 | $264.2K | 0.01% | +87+6.0% | Added |
| Fiduciary Trust Co | 1,542 | $265.5K | 0.00% | +38+2.5% | Added |
| Buckingham Strategic Partners | 1,558 | $268.3K | 0.00% | −134−7.9% | Reduced |
| Parcion Private Wealth LLC | 1,558 | $268.3K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,560 | $268.6K | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 1,568 | $270.0K | 0.03% | +160+11.4% | Added |
| Carnegie Capital Asset Management, LLC | 1,569 | $270.2K | 0.01% | +65+4.3% | Added |
| Godshalk Welsh Capital Management, Inc. | 1,575 | $271.2K | 0.18% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,578 | $271.7K | 0.07% | +30+1.9% | Added |
| Ci Investments Inc. | 1,577 | $272.0K | 0.00% | −162−9.3% | Reduced |
| SlateStone Wealth, LLC | 1,593 | $274.0K | 0.03% | +223+16.3% | Added |
| Clientfirst Wealth Management, LLC | 1,593 | $274.3K | 0.28% | +1,593 | New |
| TD Private Client Wealth LLC | 1,595 | $274.7K | 0.01% | +160+11.1% | Added |
| Creative Financial Designs Inc | 1,621 | $279.1K | 0.02% | +1,199+284.1% | Added |
| Modera Wealth Management, LLC | 1,621 | $279.2K | 0.00% | +201+14.2% | Added |
| Weiss Asset Management LP | 1,623 | $279.5K | 0.01% | −114,993−98.6% | Reduced |
| Cornerstone Wealth Management, LLC | 1,623 | $279.5K | 0.02% | −47−2.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,628 | $280.3K | 0.06% | +214+15.1% | Added |
| Paradigm Asset Management Co LLC | 1,635 | $281.6K | 0.08% | −6,100−78.9% | Reduced |
| Winthrop Capital Management, LLC | 1,655 | $283.0K | 0.08% | +1,655 | New |
| Aster Capital Management (DIFC) Ltd | 1,644 | $283.1K | 0.11% | −14,931−90.1% | Reduced |
| 111 Capital | 1,648 | $283.8K | 0.06% | +1,648 | New |
| Worth Venture Partners, LLC | 1,650 | $284.1K | 2.80% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,661 | $286.0K | 0.02% | +15+0.9% | Added |
| Platform Technology Partners | 1,662 | $286.2K | 0.09% | −258−13.4% | Reduced |
| Stock Yards Bank & Trust Co | 1,684 | $290.0K | 0.01% | −7−0.4% | Reduced |
| Strategic Wealth Designers | 1,687 | $290.5K | 0.02% | 00.0% | Unchanged |
| BNP Paribas | 1,688 | $290.7K | 0.01% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,689 | $290.9K | 0.08% | +58+3.6% | Added |
| Deseret Mutual Benefit Administrators | 1,696 | $292.1K | 0.14% | +1+0.1% | Added |
| Optas, LLC | 1,710 | $294.5K | 0.06% | −55−3.1% | Reduced |
| Brighton Jones LLC | 1,713 | $295.0K | 0.01% | +1,713 | New |
| VELA Investment Management, LLC | 1,734 | $298.6K | 0.10% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,739 | $299.5K | 0.04% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 1,755 | $299.9K | 0.00% | +1,755 | New |
| Cabot Wealth Management Inc | 1,745 | $300.5K | 0.04% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 1,750 | $301.3K | 0.14% | +100+6.1% | Added |
| Augustine Asset Management Inc | 1,751 | $301.5K | 0.08% | −69−3.8% | Reduced |
| Shelton Capital Management | 1,763 | $303.6K | 0.01% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 1,776 | $305.8K | 0.07% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,777 | $306.0K | 0.10% | +1,777 | New |
| Prudent Man Advisors, LLC | 1,781 | $306.7K | 0.11% | −185−9.4% | Reduced |
| American State Bank (Iowa) | 1,804 | $310.5K | 0.19% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,806 | $311.1K | 0.01% | +95+5.6% | Added |
| Regent Peak Wealth Advisors LLC | 1,814 | $312.4K | 0.07% | −6−0.3% | Reduced |
| ZRC Wealth Management, LLC | 1,819 | $313.3K | 0.13% | −200−9.9% | Reduced |
| Cornerstone Advisory, LLC | 1,697 | $314.0K | 0.04% | +52+3.2% | Added |
| Johnson Investment Counsel Inc | 1,838 | $316.5K | 0.00% | −78−4.1% | Reduced |
| Great Lakes Advisors, LLC | 1,840 | $316.9K | 0.00% | −74−3.9% | Reduced |
| AMG National Trust Bank | 1,845 | $317.7K | 0.01% | +1,845 | New |
| Intrua Financial, LLC | 1,849 | $318.4K | 0.05% | −713−27.8% | Reduced |
| LJI Wealth Management, LLC | 1,849 | $318.4K | 0.06% | −302−14.0% | Reduced |
| Coco Enterprises, LLC | 1,849 | $320.0K | 0.19% | +3+0.2% | Added |
| First Foundation Advisors | 1,860 | $320.3K | 0.01% | −1,042−35.9% | Reduced |
| Jane Street Group, LLC | 1,861 | $320.5K | 0.00% | −199,157−99.1% | Reduced |
| Cetera Trust Company, N.A | 1,875 | $322.9K | 0.21% | −175−8.5% | Reduced |
| IFG Advisory, LLC | 1,877 | $323.2K | 0.02% | +1,877 | New |
| Fukoku Mutual Life Insurance Co | 1,889 | $325.3K | 0.02% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,890 | $325.5K | 0.02% | +191+11.2% | Added |
| Gateway Investment Advisers LLC | 1,895 | $326.3K | 0.00% | −154−7.5% | Reduced |
| Indie Asset Partners, LLC | 1,908 | $328.6K | 0.26% | +9+0.5% | Added |
| Good Life Advisors, LLC | 1,908 | $328.6K | 0.02% | −45−2.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 1,921 | $330.8K | 0.01% | +488+34.1% | Added |
| 4WEALTH Advisors, Inc. | 1,922 | $331.0K | 0.34% | +1,922 | New |
| Financial Counselors Inc | 1,922 | $331.0K | 0.00% | 00.0% | Unchanged |
| Intrust Bank NA | 1,937 | $333.6K | 0.03% | −282−12.7% | Reduced |
| Mission Wealth Management, LP | 1,974 | $340.0K | 0.01% | +157+8.6% | Added |
| SageView Advisory Group, LLC | 1,979 | $340.7K | 0.01% | +185+10.3% | Added |
| WealthTrust Axiom LLC | 2,000 | $344.4K | 0.10% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 2,000 | $344.4K | 0.05% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,008 | $345.8K | 0.26% | +41+2.1% | Added |
| Fulton Bank, N.A. | 2,009 | $346.0K | 0.01% | +2,009 | New |
| Manchester Financial Inc | 2,021 | $348.0K | 0.08% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 2,025 | $348.7K | 0.07% | −100−4.7% | Reduced |
| EverSource Wealth Advisors, LLC | 2,029 | $349.4K | 0.02% | +107+5.6% | Added |
| Rockland Trust Co | 2,050 | $353.0K | 0.02% | 00.0% | Unchanged |