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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, 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
Merrion Investment Management Co, LLC3,000$516.6K0.36%00.0%Unchanged
Westover Capital Advisors, LLC3,000$516.6K0.11%00.0%Unchanged
Roble, Belko & Company, Inc3,000$517.0K0.08%00.0%Unchanged
Diversify Wealth Management, LLC3,035$518.8K0.04%+74+2.5%Added
Capital Investment Advisors, LLC3,020$520.0K0.01%+25+0.8%Added
AlphaCore Capital LLC3,029$521.6K0.11%+3,029New
Quadrant Capital Group LLC3,038$523.2K0.04%−59−1.9%Reduced
Unique Wealth Strategies, LLC3,050$525.2K0.23%+158+5.5%Added
United Advisor Group, LLC3,088$531.8K0.11%−17−0.5%Reduced
Oxford Financial Group Ltd3,090$532.2K0.03%+173+5.9%Added
Cohen Klingenstein LLC3,100$533.9K0.02%00.0%Unchanged
First Dallas Securities Inc.3,100$534.0K0.22%−500−13.9%Reduced
Foster & Motley Inc3,128$539.0K0.04%00.0%Unchanged
XTX Topco Ltd3,131$539.2K0.05%+3,131New
Proficio Capital Partners LLC3,149$542.3K0.04%+761+31.9%Added
White Pine Capital LLC3,149$542.3K0.18%+150+5.0%Added
Allworth Financial LP3,152$545.0K0.00%+1,842+140.6%Added
Stephens Inc3,181$547.7K0.01%−172−5.1%Reduced
Ameritas Investment Partners, Inc.3,188$549.0K0.02%−116−3.5%Reduced
American Investment Services, Inc.3,203$551.6K0.10%00.0%Unchanged
Vise Technologies, Inc.3,223$555.1K0.05%+1,840+133.0%Added
Reuter James Wealth Management, LLC3,225$555.4K0.10%00.0%Unchanged
Balyasny Asset Management LLC3,254$560.4K0.00%−106,390−97.0%Reduced
Hilltop Holdings Inc.3,293$567.1K0.04%−1,842−35.9%Reduced
Graypoint LLC3,297$567.8K0.03%−6−0.2%Reduced
Supplemental Annuity Collective Trust of NJ3,300$568.3K0.17%00.0%Unchanged
Cigna Investments Inc3,348$577.0K0.10%00.0%Unchanged
Mather Group, LLC.3,356$578.0K0.01%−104−3.0%Reduced
Yoffe Investment Management, LLC3,383$582.6K0.87%+3,383New
Schulhoff & Co Inc3,399$585.3K0.26%+33+1.0%Added
ORG Partners LLC3,403$586.7K0.08%+391+13.0%Added
Ofi Invest Asset Management3,530$587.1K0.01%+3,530New
Gables Capital Management Inc.3,415$588.1K0.28%−25−0.7%Reduced
Jump Financial, LLC3,432$591.0K0.01%−9,812−74.1%Reduced
Sage Mountain Advisors LLC3,452$594.4K0.04%+205+6.3%Added
Spire Wealth Management3,465$596.6K0.02%+3,465New
Element Wealth, LLC3,479$599.1K0.31%+28+0.8%Added
Bearing Point Capital, LLC3,532$608.2K0.13%+3,532New
Murphy Pohlad Asset Management LLC3,536$608.9K0.26%−500−12.4%Reduced
Premier Path Wealth Partners, LLC3,539$609.5K0.09%−7,638−68.3%Reduced
Rothschild Investment LLC3,544$610.3K0.04%+22+0.6%Added
Alpha Cubed Investments, LLC3,551$611.6K0.03%+305+9.4%Added
Everhart Financial Group, Inc.3,558$612.7K0.13%+229+6.9%Added
Oak Grove Capital LLC3,600$620.0K0.12%00.0%Unchanged
Ghe, LLC3,633$626.0K0.25%00.0%Unchanged
HighPoint Advisor Group LLC3,396$626.2K0.03%+60+1.8%Added
Fifth Third Wealth Advisors LLC3,639$626.7K0.03%+85+2.4%Added
Harvest Fund Management Co., Ltd3,650$628.0K0.03%−2,508−40.7%Reduced
Forte Capital LLC3,657$629.8K0.07%−70−1.9%Reduced
PFG Investments, LLC3,671$632.2K0.04%−5−0.1%Reduced
Boston Private Wealth LLC3,681$633.9K0.01%+3,681New
Tobias Financial Advisors, Inc.3,694$636.2K0.13%+34+0.9%Added
Summit Financial, LLC3,696$636.5K0.02%+785+27.0%Added
We Are One Seven, LLC3,696$636.6K0.02%+176+5.0%Added
RS Crum Inc.3,722$641.0K0.16%−10.0%Reduced
IFP Advisors, Inc3,735$643.3K0.02%+159+4.4%Added
Schechter Investment Advisors, LLC3,805$655.2K0.05%−124−3.2%Reduced
Larson Financial Group LLC3,806$655.4K0.03%+303+8.6%Added
Tritonpoint Wealth, LLC3,809$655.9K0.06%+7+0.2%Added
SkyView Investment Advisors, LLC3,848$663.0K0.11%+45+1.2%Added
Beacon Investment Advisors LLC3,853$663.7K0.31%+20+0.5%Added
Pensionmark Financial Group, LLC3,878$667.8K0.02%+344+9.7%Added
Callan Family Office, LLC3,905$672.5K0.04%+2,302+143.6%Added
Sunbelt Securities, Inc.3,944$673.9K0.06%−34−0.9%Reduced
Belpointe Asset Management LLC4,069$680.9K0.04%00.0%Unchanged
Joel Isaacson & Co., LLC3,978$685.1K0.03%+582+17.1%Added
Catalyst Funds Management Pty Ltd4,000$688.8K0.17%−5,600−58.3%Reduced
Capital Management Associates4,000$688.8K0.81%00.0%Unchanged
Ellevest, Inc.4,004$689.5K0.04%−1,685−29.6%Reduced
Commerzbank Aktiengesellschaft4,046$692.0K0.02%+270+7.2%Added
Future Financial Wealth Managment LLC4,029$693.8K0.51%−193−4.6%Reduced
Trust Co of Vermont4,053$698.0K0.03%−27−0.7%Reduced
Two Sigma Securities, LLC4,061$699.3K0.13%+4,061New
Nabity-Jensen Investment Management Inc4,065$700.0K0.53%00.0%Unchanged
Dorsey & Whitney Trust CO LLC4,090$704.3K0.04%+491+13.6%Added
Inspire Advisors, LLC4,110$707.9K0.09%−8−0.2%Reduced
Principal Securities, Inc.4,140$712.9K0.02%+166+4.2%Added
Horizon Investments, LLC4,220$726.7K0.02%+26+0.6%Added
Wedbush Securities Inc4,225$728.0K0.03%−127−2.9%Reduced
Prestige Wealth Management Group LLC4,229$728.3K0.15%−9−0.2%Reduced
Pinnacle Associates Ltd4,232$728.9K0.01%+2,034+92.5%Added
Alta Wealth Advisors LLC4,294$739.5K0.32%−10−0.2%Reduced
EP Wealth Advisors, LLC4,388$755.6K0.01%+2,537+137.1%Added
Sumitomo Life Insurance Co4,401$757.9K0.01%−159−3.5%Reduced
Savant Capital, LLC4,407$758.9K0.01%+32+0.7%Added
IHT Wealth Management, LLC4,417$760.7K0.02%−853−16.2%Reduced
Portside Wealth Group, LLC4,435$763.8K0.13%+282+6.8%Added
Michels Family Financial, LLC4,439$764.4K0.70%+4,439New
Manske Wealth Management4,463$768.5K0.31%+4,463New
Mediolanum International Funds Ltd4,531$772.3K0.01%00.0%Unchanged
Gallagher Fiduciary Advisors, LLC4,509$776.6K0.15%+307+7.3%Added
Pekin Hardy Strauss, Inc.4,515$777.5K0.10%00.0%Unchanged
Heritage Trust Co4,527$779.6K0.09%+4,527New
MUFG Securities Americas Inc.4,528$779.8K0.10%+4,528New
NorthRock Partners, LLC4,633$797.8K0.03%+56+1.2%Added
National Asset Management, Inc.4,646$800.1K0.03%−2,423−34.3%Reduced
Cubist Systematic Strategies, LLC4,686$807.0K0.01%+4,686New
Veridan Wealth LLC4,722$818.8K0.38%+4,722New
Monetary Management Group Inc4,775$822.3K0.21%00.0%Unchanged
InTrack Investment Management Inc4,743$823.2K0.57%+1,675+54.6%Added