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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 4,801 | $826.8K | 0.31% | +3,101+182.4% | Added |
| American Trust Investment Advisors, LLC | 4,832 | $832.1K | 0.34% | +935+24.0% | Added |
| Benjamin Edwards Inc | 4,837 | $832.9K | 0.01% | −60−1.2% | Reduced |
| Invst, LLC | 4,853 | $835.8K | 0.10% | +29+0.6% | Added |
| Highline Wealth Partners LLC | 4,879 | $840.2K | 0.27% | +14+0.3% | Added |
| WESPAC Advisors, LLC | 4,882 | $840.7K | 0.62% | +4,882 | New |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 4,900 | $843.8K | 0.03% | +4,900 | New |
| Impact Partnership Wealth, LLC | 4,908 | $845.2K | 0.17% | +26+0.5% | Added |
| Monument Capital Management | 4,921 | $847.5K | 0.23% | −65−1.3% | Reduced |
| Evergreen Capital Management LLC | 4,954 | $853.1K | 0.03% | −199−3.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,959 | $854.0K | 0.07% | −51−1.0% | Reduced |
| American Assets Inc | 5,000 | $861.0K | 0.27% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 5,001 | $861.2K | 0.04% | −5,360−51.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,015 | $863.6K | 0.03% | +70+1.4% | Added |
| Genesee Capital Advisors, LLC | 5,055 | $870.5K | 0.40% | −85−1.7% | Reduced |
| Emergent Wealth Advisors, LLC | 5,085 | $875.6K | 0.63% | +109+2.2% | Added |
| TBH Global Asset Management, LLC | 5,104 | $879.0K | 0.21% | +20.0% | Added |
| Morningstar Investment Management LLC | 5,123 | $882.0K | 0.07% | −212−4.0% | Reduced |
| Gilman Hill Asset Management, LLC | 5,146 | $886.2K | 0.15% | −305−5.6% | Reduced |
| Inceptionr LLC | 5,150 | $886.9K | 0.20% | −673−11.6% | Reduced |
| Profund Advisors LLC | 5,152 | $887.2K | 0.03% | −3,286−38.9% | Reduced |
| Ausdal Financial Partners, Inc. | 5,166 | $889.7K | 0.08% | −246−4.5% | Reduced |
| First Hawaiian Bank | 5,294 | $911.7K | 0.03% | +1,372+35.0% | Added |
| Ballentine Partners, LLC | 5,296 | $912.0K | 0.02% | +594+12.6% | Added |
| GAMMA Investing LLC | 5,331 | $918.1K | 0.08% | +630+13.4% | Added |
| Applied Finance Capital Management, LLC | 5,378 | $926.1K | 0.04% | −306−5.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $932.8K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 5,418 | $933.0K | 0.18% | +4,831+823.0% | Added |
| Wellington Shields & Co., LLC | 5,500 | $947.2K | 0.29% | −200−3.5% | Reduced |
| Signaturefd, LLC | 5,542 | $954.4K | 0.02% | +71+1.3% | Added |
| Checchi Capital Advisers, LLC | 5,564 | $958.2K | 0.07% | −11−0.2% | Reduced |
| Investors Research Corp | 5,688 | $979.5K | 0.22% | −643−10.2% | Reduced |
| Parallel Advisors, LLC | 5,704 | $982.3K | 0.02% | +650+12.9% | Added |
| Radnor Capital Management, LLC | 5,732 | $987.0K | 0.16% | −3,747−39.5% | Reduced |
| Clarius Group, LLC | 5,732 | $987.1K | 0.07% | −2,945−33.9% | Reduced |
| Aspiriant, LLC | 5,777 | $994.9K | 0.04% | −74−1.3% | Reduced |
| Adams Asset Advisors, LLC | 5,789 | $996.9K | 0.13% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 5,812 | $1.00M | 0.01% | +1,354+30.4% | Added |
| Sigma Planning Corp | 5,839 | $1.01M | 0.03% | −223−3.7% | Reduced |
| Snowden Capital Advisors LLC | 5,843 | $1.01M | 0.03% | −2,052−26.0% | Reduced |
| HB Wealth Management, LLC | 5,851 | $1.01M | 0.01% | +718+14.0% | Added |
| Stevens Capital Management LP | 5,887 | $1.01M | 0.41% | −14,863−71.6% | Reduced |
| GF Fund Management Co. Ltd. | 5,925 | $1.02M | 0.02% | +5,925 | New |
| Syon Capital LLC | 5,997 | $1.03M | 0.09% | −100−1.6% | Reduced |
| Regal Investment Advisors LLC | 6,033 | $1.04M | 0.08% | +213+3.7% | Added |
| Custom Index Systems, LLC | 6,091 | $1.05M | 0.56% | +426+7.5% | Added |
| Atomi Financial Group, Inc. | 6,102 | $1.05M | 0.05% | +373+6.5% | Added |
| MSH Capital Advisors LLC | 6,114 | $1.05M | 0.33% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 6,169 | $1.06M | 0.24% | −10.0% | Reduced |
| Solidarilty Wealth, LLC | 6,170 | $1.06M | 0.28% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 6,237 | $1.07M | 0.03% | +62+1.0% | Added |
| FNY Investment Advisers, LLC | 6,300 | $1.08M | 0.56% | −1,800−22.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 6,309 | $1.09M | 0.03% | −10,500−62.5% | Reduced |
| Keybank National Association | 6,310 | $1.09M | 0.00% | +220+3.6% | Added |
| Resources Investment Advisors, LLC. | 6,314 | $1.09M | 0.01% | −195−3.0% | Reduced |
| Coldstream Capital Management Inc | 6,318 | $1.09M | 0.02% | +204+3.3% | Added |
| Retirement Planning Co of New England, Inc. | 6,324 | $1.09M | 0.53% | −44−0.7% | Reduced |
| Harbor Capital Advisors, Inc. | 6,343 | $1.09M | 0.05% | +154+2.5% | Added |
| Nebula Research & Development LLC | 6,433 | $1.11M | 0.13% | +6,433 | New |
| Perigon Wealth Management, LLC | 6,459 | $1.12M | 0.03% | −178−2.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,526 | $1.12M | 0.00% | −25−0.4% | Reduced |
| Quest Partners LLC | 6,565 | $1.13M | 0.15% | +6,565 | New |
| Shell Asset Management Co | 6,592 | $1.14M | 0.05% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 6,650 | $1.15M | 0.12% | 00.0% | Unchanged |
| Wedmont Private Capital | 6,727 | $1.15M | 0.06% | +216+3.3% | Added |
| Wetherby Asset Management Inc | 6,710 | $1.16M | 0.06% | −359−5.1% | Reduced |
| Quantitative Investment Management, LLC | 6,714 | $1.16M | 0.09% | +6,714 | New |
| Bryn Mawr Trust Co | 6,827 | $1.18M | 0.02% | +1,895+38.4% | Added |
| Highland Capital Management, LLC | 6,909 | $1.19M | 0.07% | +6,909 | New |
| Carmel Capital Partners, LLC | 6,954 | $1.20M | 0.48% | +55+0.8% | Added |
| Gifford Fong Associates | 7,000 | $1.21M | 0.30% | 00.0% | Unchanged |
| Gabelli Funds LLC | 7,000 | $1.21M | 0.01% | −500−6.7% | Reduced |
| Black Swift Group, LLC | 7,060 | $1.22M | 0.26% | −4,975−41.3% | Reduced |
| Argentarii, LLC | 7,136 | $1.23M | 0.62% | +7,136 | New |
| Secured Retirement Advisors, LLC | 7,138 | $1.23M | 0.70% | +7,138 | New |
| SG Americas Securities, LLC | 7,151 | $1.23M | 0.01% | +2,320+48.0% | Added |
| Yelin Lapidot Holdings Management Ltd. | 7,150 | $1.23M | 0.21% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 7,205 | $1.24M | 1.16% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 7,258 | $1.25M | 0.12% | −337−4.4% | Reduced |
| TrueWealth Advisors, LLC | 7,260 | $1.25M | 0.42% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 7,285 | $1.25M | 0.21% | +984+15.6% | Added |
| Catalytic Wealth RIA, LLC | 7,408 | $1.28M | 0.22% | +1,198+19.3% | Added |
| Bramshill Investments, LLC | 7,433 | $1.28M | 0.20% | −40−0.5% | Reduced |
| Illinois Municipal Retirement Fund | 7,454 | $1.28M | 0.02% | 00.0% | Unchanged |
| AXS Investments LLC | 7,507 | $1.29M | 0.36% | −296−3.8% | Reduced |
| Assenagon Asset Management S.A. | 7,602 | $1.31M | 0.00% | −48−0.6% | Reduced |
| Prudential PLC | 7,646 | $1.32M | 0.01% | −1,097−12.5% | Reduced |
| Renaissance Group LLC | 7,689 | $1.32M | 0.05% | −455−5.6% | Reduced |
| Chung Wu Investment Group, LLC | 7,750 | $1.33M | 1.34% | +7,750 | New |
| Qtron Investments LLC | 7,798 | $1.34M | 0.19% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 7,921 | $1.36M | 0.05% | −400−4.8% | Reduced |
| Bedel Financial Consulting, Inc. | 7,618 | $1.36M | 0.19% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 8,031 | $1.38M | 0.10% | +207+2.6% | Added |
| Harvest Portfolios Group Inc. | 8,146 | $1.40M | 0.05% | +2,554+45.7% | Added |
| Palogic Value Management, L.P. | 8,157 | $1.40M | 0.56% | +24+0.3% | Added |
| Oddo BHF Asset Management SAS | 8,202 | $1.41M | 0.07% | +1,436+21.2% | Added |
| Valeo Financial Advisors, LLC | 8,256 | $1.42M | 0.04% | −1,188−12.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,309 | $1.43M | 0.06% | +90+1.1% | Added |
| Assetmark, Inc | 8,545 | $1.47M | 0.00% | −224−2.6% | Reduced |
| Penserra Capital Management LLC | 8,739 | $1.50M | 0.03% | −907−9.4% | Reduced |