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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 16,418 | $2.83M | 0.08% | −531−3.1% | Reduced |
| Equitable Holdings, Inc. | 16,440 | $2.83M | 0.03% | +2,894+21.4% | Added |
| Louisiana State Employees Retirement System | 16,500 | $2.84M | 0.05% | −800−4.6% | Reduced |
| Algert Global LLC | 16,771 | $2.89M | 0.07% | +1,150+7.4% | Added |
| Oppenheimer Asset Management Inc. | 16,888 | $2.91M | 0.04% | −906−5.1% | Reduced |
| CAPROCK Group, Inc. | 17,040 | $2.93M | 0.10% | +1,375+8.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 17,116 | $2.95M | 0.26% | −180−1.0% | Reduced |
| Maryland State Retirement & Pension System | 17,275 | $2.97M | 0.06% | −1,210−6.5% | Reduced |
| Hamilton Capital Partners Inc. | 17,285 | $2.98M | 0.22% | +4,915+39.7% | Added |
| Diversified Trust Co | 17,319 | $2.98M | 0.07% | +6,840+65.3% | Added |
| Spirit of America Management Corp | 17,500 | $3.01M | 0.61% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 17,524 | $3.02M | 0.03% | −1,807−9.3% | Reduced |
| CIBC Private Wealth Group, LLC | 17,410 | $3.04M | 0.01% | +13,206+314.1% | Added |
| Prospera Financial Services Inc | 17,977 | $3.10M | 0.07% | +119+0.7% | Added |
| Ieq Capital, LLC | 18,313 | $3.15M | 0.03% | +1,729+10.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 18,532 | $3.19M | 0.34% | −849−4.4% | Reduced |
| Integrated Advisors Network LLC | 18,861 | $3.25M | 0.16% | −2,106−10.0% | Reduced |
| Hartford Investment Management Co | 19,012 | $3.27M | 0.11% | −297−1.5% | Reduced |
| Peapack Gladstone Financial Corp | 19,191 | $3.30M | 0.05% | −1,047−5.2% | Reduced |
| Lodestone Wealth Management LLC | 19,335 | $3.33M | 1.67% | −268−1.4% | Reduced |
| Lake Street Advisors Group, LLC | 19,517 | $3.36M | 0.15% | +12,590+181.8% | Added |
| Verition Fund Management LLC | 19,775 | $3.41M | 0.02% | +7,911+66.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 18,143 | $3.45M | 0.01% | +11,221+162.1% | Added |
| Strategic Global Advisors, LLC | 20,249 | $3.49M | 0.64% | +750+3.8% | Added |
| Venture Visionary Partners LLC | 20,254 | $3.49M | 0.15% | +3,389+20.1% | Added |
| Commerce Bank | 20,528 | $3.54M | 0.02% | −69−0.3% | Reduced |
| Kestra Advisory Services, LLC | 20,853 | $3.59M | 0.02% | +15,468+287.2% | Added |
| Summit Global Investments | 20,860 | $3.59M | 0.22% | +182+0.9% | Added |
| Toroso Investments, LLC | 20,931 | $3.60M | 0.03% | +1,335+6.8% | Added |
| Plato Investment Management Ltd | 20,892 | $3.61M | 0.27% | +3,936+23.2% | Added |
| Kentucky Retirement Systems | 21,060 | $3.63M | 0.11% | −291−1.4% | Reduced |
| Blair William & Co | 21,188 | $3.65M | 0.01% | +1,202+6.0% | Added |
| Fiduciary Alliance LLC | 21,216 | $3.65M | 0.37% | +21,216 | New |
| Yarbrough Capital, LLC | 21,500 | $3.70M | 0.14% | 00.0% | Unchanged |
| SAM Advisors, LLC | 21,515 | $3.71M | 1.34% | −454−2.1% | Reduced |
| Advisors Asset Management, Inc. | 21,647 | $3.73M | 0.07% | +3,773+21.1% | Added |
| Brookstone Capital Management | 21,728 | $3.74M | 0.05% | +558+2.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 21,810 | $3.76M | 0.04% | −27,712−56.0% | Reduced |
| DoubleLine ETF Adviser LP | 21,970 | $3.78M | 1.02% | +75+0.3% | Added |
| Waterloo Capital, L.P. | 21,989 | $3.79M | 0.40% | +101+0.5% | Added |
| Grassi Investment Management | 21,988 | $3.79M | 0.32% | −146−0.7% | Reduced |
| Omers Administration Corp | 22,202 | $3.82M | 0.03% | −6,313−22.1% | Reduced |
| Captrust Financial Advisors | 22,283 | $3.84M | 0.01% | −460−2.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 22,427 | $3.86M | 0.06% | +22,427 | New |
| Teachers Retirement System of the State of Kentucky | 22,650 | $3.90M | 0.03% | −637−2.7% | Reduced |
| Naviter Wealth, LLC | 23,140 | $3.98M | 0.48% | +1,286+5.9% | Added |
| Cornerstone Wealth Group, LLC | 23,158 | $3.99M | 0.33% | +493+2.2% | Added |
| Soltis Investment Advisors LLC | 23,210 | $4.00M | 0.37% | +279+1.2% | Added |
| Truvestments Capital LLC | 23,354 | $4.02M | 1.03% | +396+1.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 23,660 | $4.07M | 0.01% | +6,293+36.2% | Added |
| Fifth Third Bancorp | 24,026 | $4.14M | 0.02% | −2,266−8.6% | Reduced |
| Atria Investments LLC | 24,051 | $4.14M | 0.05% | −1,860−7.2% | Reduced |
| Generali Asset Management SPA SGR | 24,093 | $4.15M | 0.11% | +24,093 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 24,102 | $4.15M | 0.43% | +24,102 | New |
| Pensionfund Sabic | 24,106 | $4.15M | 1.10% | −500−2.0% | Reduced |
| Fiduciary Group LLC | 24,273 | $4.18M | 0.42% | −441−1.8% | Reduced |
| Avanza Fonder AB | 24,557 | $4.23M | 0.13% | +24,557 | New |
| Engineers Gate Manager LP | 24,981 | $4.30M | 0.07% | +19,252+336.0% | Added |
| Zimmer Partners, LP | 25,000 | $4.31M | 0.07% | −37,500−60.0% | Reduced |
| Great Valley Advisor Group, Inc. | 25,205 | $4.34M | 0.10% | −1,185−4.5% | Reduced |
| Advisory Services Network, LLC | 25,282 | $4.35M | 0.08% | +606+2.5% | Added |
| GWM Advisors LLC | 25,363 | $4.37M | 0.03% | +11,898+88.4% | Added |
| Gulf International Bank (UK) Ltd | 25,595 | $4.41M | 0.11% | −278−1.1% | Reduced |
| Vinva Investment Management Ltd | 26,241 | $4.48M | 0.18% | +955+3.8% | Added |
| Oregon Public Employees Retirement Fund | 26,315 | $4.53M | 0.08% | +110+0.4% | Added |
| Arrowstreet Capital, Limited Partnership | 26,956 | $4.64M | 0.00% | −828,416−96.8% | Reduced |
| Nicholas Investment Partners, LP | 27,148 | $4.68M | 0.41% | 00.0% | Unchanged |
| Aviva PLC | 27,538 | $4.74M | 0.01% | +2,428+9.7% | Added |
| Norinchukin Bank, The | 27,610 | $4.75M | 0.10% | +984+3.7% | Added |
| TownSquare Capital, LLC | 27,685 | $4.77M | 0.05% | +560+2.1% | Added |
| GeoWealth Management, LLC | 27,788 | $4.79M | 0.16% | +5,332+23.7% | Added |
| Modern Wealth Management, LLC | 27,981 | $4.82M | 0.18% | +27,981 | New |
| Nordea Investment Management AB | 28,170 | $4.84M | 0.01% | −120,413−81.0% | Reduced |
| Condor Capital Management | 28,132 | $4.84M | 0.43% | −751−2.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,376 | $4.89M | 0.02% | +43+0.2% | Added |
| Entropy Technologies, LP | 28,424 | $4.89M | 0.50% | +28,424 | New |
| BDF-Gestion | 28,608 | $4.93M | 0.51% | −9,930−25.8% | Reduced |
| Mizuho Securities USA LLC | 29,068 | $5.01M | 0.09% | +9,195+46.3% | Added |
| D.A. Davidson & Co. | 29,251 | $5.04M | 0.04% | +901+3.2% | Added |
| Intech Investment Management LLC | 29,354 | $5.06M | 0.05% | −2,034−6.5% | Reduced |
| Canada Post Corp Registered Pension Plan | 29,631 | $5.10M | 0.30% | +29,631 | New |
| Edgestream Partners, L.P. | 29,784 | $5.13M | 0.22% | −26,044−46.7% | Reduced |
| Groupe la Francaise | 30,216 | $5.16M | 0.13% | +30,216 | New |
| Ilmarinen Mutual Pension Insurance Co | 30,100 | $5.18M | 0.04% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 30,376 | $5.23M | 0.06% | −7,426−19.6% | Reduced |
| Pacific Heights Asset Management LLC | 500,000 | $5.25M | 0.36% | +400,000+400.0% | Added |
| CWM Advisors, LLC | 30,509 | $5.25M | 0.59% | −882−2.8% | Reduced |
| McGinn Investment Management, Inc. | 30,543 | $5.26M | 3.51% | −201−0.7% | Reduced |
| Allstate Corp | 30,742 | $5.29M | 0.16% | −15,195−33.1% | Reduced |
| Fred Alger Management, LLC | 30,773 | $5.30M | 0.03% | −64−0.2% | Reduced |
| Westpac Banking Corp | 30,830 | $5.31M | 0.35% | −1,663−5.1% | Reduced |
| Bruni J V & Co | 30,952 | $5.33M | 0.60% | −59,527−65.8% | Reduced |
| Vanderbilt University | 31,345 | $5.40M | 1.06% | −3,095−9.0% | Reduced |
| Foundations Investment Advisors, LLC | 31,634 | $5.45M | 0.11% | +155+0.5% | Added |
| Tocqueville Asset Management L.P. | 31,738 | $5.47M | 0.09% | −287−0.9% | Reduced |
| Private Advisor Group, LLC | 32,092 | $5.53M | 0.03% | +1,959+6.5% | Added |
| Union Bancaire Privee, UBP SA | 32,100 | $5.53M | 0.10% | +32,100 | New |
| Pacer Advisors, Inc. | 32,466 | $5.59M | 0.01% | +9,737+42.8% | Added |
| Elo Mutual Pension Insurance Co | 32,474 | $5.59M | 0.12% | +3,702+12.9% | Added |
| Patton Fund Management, Inc. | 32,718 | $5.63M | 1.10% | −5,912−15.3% | Reduced |