Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
In the last 90 days, Simon Property Group Inc. insiders filed 11 open-market purchases and 0 sales; 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 |
|---|---|---|---|---|---|
| Leo Wealth, LLC | 1,418 | $244.2K | 0.02% | −210−12.9% | Reduced |
| Gryphon Financial Partners LLC | 1,417 | $243.9K | 0.04% | −144−9.2% | Reduced |
| Triad Wealth Partners, LLC | 1,400 | $241.1K | 0.09% | +1,400 | New |
| Keel Point, LLC | 1,399 | $240.9K | 0.02% | +76+5.7% | Added |
| Simmons Bank | 1,397 | $240.6K | 0.02% | +50+3.7% | Added |
| AE Wealth Management LLC | 1,395 | $240.3K | 0.00% | +130+10.3% | Added |
| KMG Fiduciary Partners, LLC | 1,388 | $239.0K | 0.02% | +1+0.1% | Added |
| Barry Investment Advisors, LLC | 1,387 | $238.9K | 0.08% | −1−0.1% | Reduced |
| Smithfield Trust Co | 1,374 | $238.0K | 0.01% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 1,364 | $236.0K | 0.00% | +1,364 | New |
| LMG Wealth Partners, LLC | 1,366 | $235.2K | 0.05% | +1,366 | New |
| CX Institutional | 1,351 | $232.7K | 0.01% | +1,351 | New |
| Silver Lake Group, L.L.C. | 1,350 | $232.5K | 0.00% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,349 | $232.3K | 0.05% | −454−25.2% | Reduced |
| Purkiss Capital Advisors LLC | 1,346 | $231.8K | 0.20% | +1,346 | New |
| Samalin Investment Counsel, LLC | 1,341 | $231.1K | 0.10% | −466−25.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,340 | $230.8K | 0.08% | +150+12.6% | Added |
| Balboa Wealth Partners | 1,339 | $230.5K | 0.05% | +121+9.9% | Added |
| GTS Securities LLC | 1,335 | $229.9K | 0.01% | −3,645−73.2% | Reduced |
| Dark Forest Capital Management LP | 1,330 | $229.0K | 0.03% | −2,086−61.1% | Reduced |
| Silvercrest Asset Management Group LLC | 1,328 | $228.7K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,316 | $226.6K | 0.02% | −3−0.2% | Reduced |
| ICONIQ Capital, LLC | 1,311 | $225.8K | 0.00% | +1,311 | New |
| Canopy Partners, LLC | 1,284 | $221.1K | 0.08% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,281 | $220.7K | 0.00% | −3,057−70.5% | Reduced |
| Ridgewood Investments LLC | 1,280 | $220.4K | 0.11% | 00.0% | Unchanged |
| Activest Wealth Management | 1,275 | $219.6K | 0.06% | −15−1.2% | Reduced |
| Logan Capital Management Inc | 1,275 | $219.6K | 0.01% | +3+0.2% | Added |
| Longboard Asset Management, LP | 1,273 | $219.2K | 0.58% | +1,273 | New |
| Texas Bank & Trust Co | 1,257 | $216.5K | 0.09% | +1,257 | New |
| Cidel Asset Management Inc | 1,255 | $216.1K | 0.01% | −84−6.3% | Reduced |
| EPG Wealth Management LLC | 1,254 | $216.0K | 0.06% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 1,248 | $214.9K | 0.03% | +1,248 | New |
| Argyle Capital Partners, LLC | 1,247 | $214.7K | 0.18% | +1,247 | New |
| L2 Asset Management, LLC | 1,245 | $214.3K | 0.05% | −78−5.9% | Reduced |
| Chancellor Financial Group WB LP | 1,235 | $212.7K | 0.17% | +1,235 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,233 | $212.3K | 0.03% | −318−20.5% | Reduced |
| Gamco Investors, Inc. Et Al | 1,230 | $211.8K | 0.00% | −50−3.9% | Reduced |
| Parkside Financial Bank & Trust | 1,227 | $211.3K | 0.03% | +6+0.5% | Added |
| Sentry Investment Management LLC | 1,226 | $211.0K | 0.10% | −200−14.0% | Reduced |
| Moors & Cabot, Inc. | 1,223 | $210.7K | 0.01% | −26−2.1% | Reduced |
| Strategic Advisors LLC | 1,222 | $210.5K | 0.04% | −146−10.7% | Reduced |
| D'Orazio & Associates, Inc. | 1,215 | $209.2K | 0.03% | +25+2.1% | Added |
| OneAscent Family Office, LLC | 1,207 | $208.0K | 0.38% | +1,207 | New |
| Camden Capital, LLC | 1,204 | $207.4K | 0.02% | −1,517−55.8% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 1,200 | $206.7K | 0.04% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 1,200 | $206.7K | 0.04% | +1,200 | New |
| Flputnam Investment Management Co | 1,198 | $206.3K | 0.00% | +1+0.1% | Added |
| SRS Capital Advisors, Inc. | 1,196 | $205.9K | 0.01% | +840+236.0% | Added |
| Hilltop National Bank | 1,193 | $205.4K | 0.06% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,191 | $205.1K | 0.01% | −26−2.1% | Reduced |
| Excalibur Management Corp | 1,189 | $204.8K | 0.08% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,185 | $204.1K | 0.09% | −194−14.1% | Reduced |
| Marcum Wealth, LLC | 1,180 | $203.2K | 0.02% | +1,180 | New |
| Bridgewater Associates, LP | 1,179 | $203.0K | 0.00% | +1,179 | New |
| Ariadne Wealth Management, LP | 1,123 | $202.8K | 0.09% | +1,123 | New |
| Stance Capital LLC | 1,165 | $200.7K | 0.12% | +1,165 | New |
| Black Diamond Financial, LLC | 1,163 | $200.3K | 0.03% | +1,163 | New |
| Central Trust Co | 1,162 | $200.1K | 0.00% | −1−0.1% | Reduced |
| Bullock Wealth Management Group | 1,148 | $197.6K | 0.12% | +24+2.1% | Added |
| Thompson Investment Management, Inc. | 1,091 | $187.9K | 0.03% | −35−3.1% | Reduced |
| Motco | 1,083 | $186.5K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 1,058 | $182.2K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,013 | $174.4K | 0.10% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,005 | $173.0K | 0.01% | +5+0.5% | Added |
| AllSquare Wealth Management LLC | 1,000 | $172.2K | 0.10% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 999 | $172.0K | 0.04% | +421+72.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 975 | $167.9K | 0.05% | −375−27.8% | Reduced |
| CoreCap Advisors, LLC | 906 | $156.0K | 0.01% | +205+29.2% | Added |
| Y.D. More Investments Ltd | 904 | $155.7K | 0.01% | +42+4.9% | Added |
| Morse Asset Management, Inc | 900 | $155.0K | 0.04% | −20−2.2% | Reduced |
| Stelac Advisory Services LLC | 881 | $151.7K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 873 | $150.3K | 0.02% | +158+22.1% | Added |
| Centaurus Financial, Inc. | 867 | $149.0K | 0.01% | +14+1.6% | Added |
| Geneos Wealth Management Inc. | 850 | $146.4K | 0.01% | +850 | New |
| Rosenberg Matthew Hamilton | 823 | $141.7K | 0.04% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 821 | $141.4K | 0.01% | 00.0% | Unchanged |
| Atala Financial Inc | 821 | $141.4K | 0.10% | +821 | New |
| XY Capital Ltd | 773 | $133.1K | 0.15% | +773 | New |
| Venturi Wealth Management, LLC | 746 | $128.5K | 0.01% | +124+19.9% | Added |
| Harbour Investments, Inc. | 744 | $128.1K | 0.00% | +19+2.6% | Added |
| Muzinich & Co., Inc. | 731 | $125.9K | 0.09% | 00.0% | Unchanged |
| Capital Analysts, LLC | 712 | $123.0K | 0.00% | −34−4.6% | Reduced |
| Montag A & Associates Inc | 702 | $120.9K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 664 | $114.3K | 0.00% | −629−48.6% | Reduced |
| Global X Japan Co., Ltd. | 655 | $112.8K | 0.01% | +59+9.9% | Added |
| Kapitalo Investimentos Ltda | 654 | $112.6K | 0.08% | +654 | New |
| Fortitude Family Office, LLC | 647 | $111.4K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 644 | $110.9K | 0.05% | 00.0% | Unchanged |
| Park Place Capital Corp | 634 | $109.2K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 632 | $108.8K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 622 | $107.1K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 601 | $103.4K | 0.02% | −35−5.5% | Reduced |
| Farmers & Merchants Investments Inc | 598 | $103.0K | 0.00% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 556 | $96.5K | 0.00% | +556 | New |
| Headlands Technologies LLC | 557 | $95.9K | 0.01% | −186−25.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 547 | $94.2K | 0.04% | +10+1.9% | Added |
| Westend Capital Management, LLC | 541 | $93.2K | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 538 | $92.6K | 0.01% | −324−37.6% | Reduced |
| Missouri Trust & Investment Co | 526 | $90.6K | 0.03% | 00.0% | Unchanged |