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 |
|---|---|---|---|---|---|
| MidWestOne Financial Group, Inc. | 8,732 | $1.50M | 0.21% | +2,866+48.9% | Added |
| Apollon Wealth Management, LLC | 8,746 | $1.51M | 0.03% | +2,045+30.5% | Added |
| Morangie Management LLC | 8,810 | $1.52M | 1.24% | +8,810 | New |
| one8zero8, LLC | 8,868 | $1.53M | 0.33% | +8,868 | New |
| Cullen Capital Management LLC | 8,936 | $1.54M | 0.02% | −1,764−16.5% | Reduced |
| Donoghue Forlines LLC | 8,952 | $1.54M | 0.52% | −13,145−59.5% | Reduced |
| Norden Group LLC | 9,004 | $1.55M | 0.18% | −27−0.3% | Reduced |
| One Capital Management, LLC | 9,079 | $1.56M | 0.05% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 9,084 | $1.56M | 1.30% | −2,524−21.7% | Reduced |
| Steel Peak Wealth Management LLC | 9,153 | $1.58M | 0.07% | +1,446+18.8% | Added |
| Cresset Asset Management, LLC | 9,246 | $1.59M | 0.01% | −28,955−75.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 9,409 | $1.62M | 0.02% | 00.0% | Unchanged |
| Perpetual Ltd | 9,440 | $1.63M | 0.02% | −1,170−11.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,488 | $1.63M | 0.06% | −106−1.1% | Reduced |
| Castle Rock Wealth Management, LLC | 8,880 | $1.64M | 0.39% | +223+2.6% | Added |
| Ossiam | 9,553 | $1.65M | 0.03% | −3,365−26.0% | Reduced |
| Quantbot Technologies LP | 9,627 | $1.66M | 0.06% | +9,627 | New |
| NewEdge Wealth, LLC | 9,647 | $1.66M | 0.03% | +1,320+15.9% | Added |
| RSM US Wealth Management LLC | 9,736 | $1.67M | 0.02% | −614−5.9% | Reduced |
| Jeppson Wealth Management, LLC | 9,680 | $1.67M | 0.60% | −250−2.5% | Reduced |
| CWM, LLC | 9,705 | $1.67M | 0.01% | +323+3.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,990 | $1.67M | 0.29% | +1,916+21.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,738 | $1.68M | 0.04% | +25+0.3% | Added |
| Pitcairn Co | 9,895 | $1.70M | 0.10% | +55+0.6% | Added |
| Greenleaf Trust | 9,939 | $1.71M | 0.02% | +203+2.1% | Added |
| Mystic Asset Management, Inc. | 9,960 | $1.72M | 0.46% | −20−0.2% | Reduced |
| Sienna Gestion | 9,979 | $1.72M | 0.12% | −82,532−89.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 9,981 | $1.72M | 0.33% | +594+6.3% | Added |
| BCGM Wealth Management, LLC | 10,016 | $1.72M | 0.55% | +139+1.4% | Added |
| Change Path, LLC | 10,057 | $1.73M | 0.05% | +2,502+33.1% | Added |
| Promethium Advisors,llc | 10,068 | $1.73M | 1.19% | +156+1.6% | Added |
| Pine Valley Investments Ltd Liability Co | 10,085 | $1.74M | 0.11% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 10,156 | $1.75M | 0.11% | −22−0.2% | Reduced |
| Western Financial Corp | 10,237 | $1.76M | 0.97% | +992+10.7% | Added |
| Everence Capital Management Inc | 10,279 | $1.77M | 0.11% | −1,150−10.1% | Reduced |
| iA Global Asset Management Inc. | 10,380 | $1.79M | 0.03% | −480−4.4% | Reduced |
| Brinker Capital Investments, LLC | 10,526 | $1.81M | 0.02% | +387+3.8% | Added |
| Orion Portfolio Solutions, LLC | 10,526 | $1.81M | 0.02% | +387+3.8% | Added |
| Integrated Wealth Concepts LLC | 10,526 | $1.81M | 0.02% | −387−3.5% | Reduced |
| Lincluden Management Ltd | 10,562 | $1.82M | 0.22% | −569−5.1% | Reduced |
| Walleye Capital LLC | 10,575 | $1.82M | 0.02% | +7,644+260.8% | Added |
| KG&L Capital Management,LLC | 11,042 | $1.83M | 0.59% | −39−0.4% | Reduced |
| J. Safra Sarasin Holding AG | 10,790 | $1.86M | 0.03% | −17,173−61.4% | Reduced |
| Arbor Capital Management Inc | 10,605 | $1.86M | 1.83% | −1,387−11.6% | Reduced |
| Simplex Trading, LLC | 11,052 | $1.90M | 0.05% | +11,052 | New |
| Ritholtz Wealth Management | 11,068 | $1.91M | 0.06% | +1,217+12.4% | Added |
| GKV Capital Management Co., Inc. | 11,170 | $1.92M | 0.78% | +11,170 | New |
| Cascade Investment Advisors, Inc. | 11,213 | $1.93M | 1.24% | −40−0.4% | Reduced |
| Ontario Teachers Pension Plan Board | 11,299 | $1.95M | 0.03% | −6,979−38.2% | Reduced |
| Presima Inc. | 11,302 | $1.95M | 0.48% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 11,305 | $1.95M | 0.34% | −920−7.5% | Reduced |
| Howland Capital Management LLC | 11,342 | $1.95M | 0.09% | −169−1.5% | Reduced |
| Fortem Financial Group, LLC | 11,599 | $2.00M | 0.77% | +40+0.3% | Added |
| Stamos Capital Partners, L.P. | 11,780 | $2.03M | 0.48% | +5,820+97.7% | Added |
| Signet Financial Management, LLC | 11,811 | $2.03M | 0.26% | −23−0.2% | Reduced |
| Del-Sette Capital Management, LLC | 12,063 | $2.08M | 1.69% | −520−4.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,268 | $2.11M | 0.01% | −15,990−56.6% | Reduced |
| Convergence Investment Partners, LLC | 12,369 | $2.13M | 0.48% | +610+5.2% | Added |
| Park Avenue Securities LLC | 12,420 | $2.14M | 0.02% | +71+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 12,442 | $2.14M | 0.02% | −782−5.9% | Reduced |
| Inspire Trust Co, N.A. | 12,500 | $2.15M | 0.55% | 00.0% | Unchanged |
| Agf Management Ltd | 12,500 | $2.15M | 0.01% | +760+6.5% | Added |
| Marshall Wace, LLP | 12,549 | $2.16M | 0.00% | +8,897+243.6% | Added |
| Red Cedar Investment Management, LLC | 12,748 | $2.20M | 0.28% | −4,843−27.5% | Reduced |
| Slagle Financial, LLC | 12,767 | $2.20M | 0.99% | +1,145+9.9% | Added |
| Tower Bridge Advisors | 12,775 | $2.20M | 0.23% | −50−0.4% | Reduced |
| Brevan Howard Capital Management LP | 12,794 | $2.20M | 0.05% | −17,629−57.9% | Reduced |
| Carret Asset Management, LLC | 12,883 | $2.22M | 0.24% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 12,907 | $2.22M | 0.16% | +145+1.1% | Added |
| Moran Wealth Management, LLC | 13,261 | $2.28M | 0.07% | −146−1.1% | Reduced |
| Cunning Capital Partners, LP | 13,265 | $2.28M | 1.41% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 13,372 | $2.30M | 0.02% | −104,627−88.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 13,377 | $2.30M | 0.34% | +2,478+22.7% | Added |
| United Capital Financial Advisers, LLC | 13,400 | $2.31M | 0.02% | −1,919−12.5% | Reduced |
| CCM Investment Advisers LLC | 13,425 | $2.31M | 0.26% | −15−0.1% | Reduced |
| Clough Capital Partners L P | 13,600 | $2.34M | 0.27% | 00.0% | Unchanged |
| Diligent Investors, LLC | 13,673 | $2.35M | 0.54% | −89−0.6% | Reduced |
| Cascade Investment Group, Inc. | 13,821 | $2.38M | 1.70% | −250−1.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 13,916 | $2.40M | 0.65% | −297−2.1% | Reduced |
| TCG Advisory Services, LLC | 13,930 | $2.40M | 0.10% | +199+1.4% | Added |
| Federation des caisses Desjardins du Quebec | 13,996 | $2.41M | 0.01% | +917+7.0% | Added |
| Erste Asset Management GmbH | 14,100 | $2.43M | 0.03% | +900+6.8% | Added |
| U S Wealth Group, LLC. | 14,329 | $2.47M | 1.87% | +14,329 | New |
| Avantax Advisory Services, Inc. | 14,504 | $2.50M | 0.02% | +1,486+11.4% | Added |
| New Mexico Educational Retirement Board | 14,595 | $2.51M | 0.08% | −1,300−8.2% | Reduced |
| E. Ohman J:or Asset Management AB | 14,700 | $2.53M | 0.06% | +2,000+15.7% | Added |
| Adell Harriman & Carpenter Inc | 14,740 | $2.54M | 0.18% | −210−1.4% | Reduced |
| Groupama Asset Managment | 15,221 | $2.60M | 0.05% | +7,500+97.1% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 15,243 | $2.62M | 0.04% | +15,243 | New |
| Gotham Asset Management, LLC | 15,367 | $2.65M | 0.03% | −16,945−52.4% | Reduced |
| Financial Management Network Inc | 15,147 | $2.67M | 0.55% | +67+0.4% | Added |
| Alberta Investment Management Corp | 15,500 | $2.67M | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 15,893 | $2.74M | 0.05% | +12,758+407.0% | Added |
| Lido Advisors, LLC | 15,908 | $2.74M | 0.02% | +377+2.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 15,784 | $2.78M | 0.03% | +9,112+136.6% | Added |
| Swiss Life Asset Management Ltd | 16,235 | $2.79M | 0.02% | +8,017+97.6% | Added |
| Tower Research Capital LLC (TRC) | 16,219 | $2.79M | 0.06% | −3,435−17.5% | Reduced |
| Miracle Mile Advisors, LLC | 16,230 | $2.79M | 0.06% | +7,075+77.3% | Added |
| NEOS Investment Management LLC | 16,292 | $2.81M | 0.07% | +3,728+29.7% | Added |
| Redmond Asset Management, LLC | 16,350 | $2.82M | 0.70% | −396−2.4% | Reduced |