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 |
|---|---|---|---|---|---|
| Banco Santander, S.A. | 73,336 | $12.6M | 0.15% | +73,336 | New |
| CI Private Wealth, LLC | 74,301 | $12.6M | 0.02% | −6,535−8.1% | Reduced |
| Xponance, Inc. | 72,591 | $12.5M | 0.11% | +2,515+3.6% | Added |
| American Assets Capital Advisers, LLC | 71,072 | $12.2M | 4.08% | −29,659−29.4% | Reduced |
| LGT Group Foundation | 70,408 | $12.1M | 0.19% | −100.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 70,017 | $12.1M | 0.12% | −5,800−7.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 69,743 | $12.0M | 1.06% | −1,188−1.7% | Reduced |
| Independent Advisor Alliance | 69,454 | $12.0M | 0.16% | +2,661+4.0% | Added |
| Janney Montgomery Scott LLC | 68,990 | $11.9M | 0.03% | −1,394−2.0% | Reduced |
| Biondo Investment Advisors, LLC | 67,741 | $11.7M | 1.61% | +600+0.9% | Added |
| Czech National Bank | 66,498 | $11.5M | 0.11% | +4,067+6.5% | Added |
| Edgar Lomax Co | 65,820 | $11.3M | 0.73% | −171,955−72.3% | Reduced |
| Barometer Capital Management Inc. | 69,455 | $11.3M | 4.51% | +34,005+95.9% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 63,673 | $11.0M | 0.76% | −275−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 62,998 | $10.8M | 0.02% | −34,897−35.6% | Reduced |
| Bamco Inc | 62,834 | $10.8M | 0.03% | +36,693+140.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 62,443 | $10.8M | 0.31% | −8,295−11.7% | Reduced |
| British Columbia Investment Management Corp | 62,435 | $10.8M | 0.06% | +8,048+14.8% | Added |
| Mariner, LLC | 61,712 | $10.6M | 0.02% | +1,422+2.4% | Added |
| USS Investment Management Ltd | 61,215 | $10.5M | 0.08% | −13,399−18.0% | Reduced |
| DnB Asset Management AS | 60,906 | $10.5M | 0.05% | +2,412+4.1% | Added |
| Amalgamated Bank | 60,828 | $10.5M | 0.09% | −1,465−2.4% | Reduced |
| Wealthfront Advisers LLC | 60,791 | $10.5M | 0.03% | +2,515+4.3% | Added |
| US Bancorp | 59,797 | $10.3M | 0.01% | +1,683+2.9% | Added |
| Nixon Capital, LLC | 59,536 | $10.3M | 3.19% | +2,664+4.7% | Added |
| ProShare Advisors LLC | 59,758 | $10.3M | 0.02% | +3,787+6.8% | Added |
| Huntington National Bank | 59,414 | $10.2M | 0.07% | −1,283−2.1% | Reduced |
| Vident Advisory, LLC | 59,335 | $10.2M | 0.18% | −13,069−18.1% | Reduced |
| Sun Life Financial INC | 59,145 | $10.2M | 0.57% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 58,576 | $10.1M | 0.10% | +10,354+21.5% | Added |
| Riverview Capital Advisers, LLC | 57,948 | $9.98M | 3.01% | −31−0.1% | Reduced |
| M&T Bank Corp | 57,760 | $9.95M | 0.03% | +819+1.4% | Added |
| TTP Investments, Inc. | 57,399 | $9.88M | 3.46% | +23,109+67.4% | Added |
| Jones Financial Companies LLLP | 57,060 | $9.83M | 0.01% | +44,491+354.0% | Added |
| MML Investors Services, LLC | 55,117 | $9.49M | 0.03% | −7,622−12.1% | Reduced |
| Exchange Traded Concepts, LLC | 54,636 | $9.41M | 0.19% | −58,826−51.8% | Reduced |
| Woodline Partners LP | 53,543 | $9.22M | 0.06% | −19,851−27.0% | Reduced |
| Utah Retirement Systems | 53,507 | $9.21M | 0.10% | 00.0% | Unchanged |
| Allianz SE | 53,196 | $9.09M | 0.24% | +1,771+3.4% | Added |
| Staley Capital Advisers Inc | 52,785 | $9.09M | 0.40% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 52,721 | $9.05M | 0.04% | +10,113+23.7% | Added |
| Ethic Inc. | 52,476 | $9.04M | 0.18% | +11,095+26.8% | Added |
| Yousif Capital Management, LLC | 50,318 | $8.67M | 0.10% | −2,041−3.9% | Reduced |
| Metis Global Partners, LLC | 48,702 | $8.39M | 0.25% | +3,886+8.7% | Added |
| CIBC Asset Management Inc | 47,400 | $8.16M | 0.03% | +2,092+4.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 47,106 | $8.11M | 0.08% | +47,106 | New |
| Concurrent Investment Advisors, LLC | 46,212 | $7.96M | 0.22% | +15,325+49.6% | Added |
| New York Life Investment Management LLC | 45,952 | $7.91M | 0.08% | +126+0.3% | Added |
| Federated Hermes, Inc. | 45,859 | $7.90M | 0.02% | +7,865+20.7% | Added |
| Nomura Holdings Inc | 45,715 | $7.87M | 0.04% | +45,715 | New |
| TD Waterhouse Canada Inc. | 45,688 | $7.87M | 0.06% | +772+1.7% | Added |
| Everett Harris & Co | 45,618 | $7.86M | 0.10% | −3,407−6.9% | Reduced |
| Pensionfund DSM Netherlands | 44,708 | $7.70M | 4.78% | −15,000−25.1% | Reduced |
| Pathstone Holdings, LLC | 44,668 | $7.69M | 0.03% | +962+2.2% | Added |
| GSI Capital Advisors LLC | 44,448 | $7.65M | 4.05% | −5,148−10.4% | Reduced |
| Alpha Omega Wealth Management LLC | 43,814 | $7.55M | 1.43% | −586−1.3% | Reduced |
| Vestcor Inc | 43,630 | $7.51M | 0.25% | −36,493−45.5% | Reduced |
| Public Employees Retirement Association of Colorado | 43,311 | $7.46M | 0.03% | −1,823−4.0% | Reduced |
| Spectrum Wealth Counsel, LLC | 43,301 | $7.46M | 0.88% | +242+0.6% | Added |
| Cetera Investment Advisers | 43,107 | $7.42M | 0.02% | −18,545−30.1% | Reduced |
| CIBC World Markets Inc. | 42,871 | $7.38M | 0.02% | −5,066−10.6% | Reduced |
| Wolverine Trading, LLC | 42,755 | $7.31M | 0.16% | +42,755 | New |
| Winslow Asset Management Inc | 41,718 | $7.18M | 1.43% | −1,386−3.2% | Reduced |
| Brown Advisory Inc | 41,665 | $7.18M | 0.01% | +82+0.2% | Added |
| Bank of Nova Scotia | 41,615 | $7.17M | 0.01% | +1,449+3.6% | Added |
| HGK Asset Management Inc | 41,595 | $7.16M | 1.32% | +161+0.4% | Added |
| tru Independence LLC | 41,564 | $7.16M | 2.25% | −3,171−7.1% | Reduced |
| Advisor Group Holdings, Inc. | 49,604 | $7.16M | 0.02% | +1,257+2.6% | Added |
| Empowered Funds, LLC | 41,402 | $7.13M | 0.10% | −2,408−5.5% | Reduced |
| Rafferty Asset Management, LLC | 40,366 | $6.95M | 0.02% | −3,198−7.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 40,335 | $6.95M | 0.01% | −205−0.5% | Reduced |
| Greystone Financial Group, LLC | 40,298 | $6.94M | 1.21% | +597+1.5% | Added |
| Sanctuary Advisors, LLC | 39,476 | $6.94M | 0.04% | −307−0.8% | Reduced |
| Baird Financial Group, Inc. | 40,265 | $6.93M | 0.01% | +140+0.3% | Added |
| L & S Advisors Inc | 40,133 | $6.91M | 0.76% | +184+0.5% | Added |
| Janus Henderson Group PLC | 39,700 | $6.84M | 0.00% | −21,118−34.7% | Reduced |
| Adviser Investments LLC | 39,480 | $6.80M | 0.08% | +39,480 | New |
| ING Groep NV | 39,172 | $6.75M | 0.05% | +39,172 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 39,165 | $6.74M | 0.07% | −2,656−6.4% | Reduced |
| Unigestion Holding SA | 37,794 | $6.51M | 0.37% | +33,919+875.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 37,025 | $6.37M | 0.01% | +1,505+4.2% | Added |
| Mutual of America Capital Management LLC | 36,739 | $6.33M | 0.07% | −999−2.6% | Reduced |
| Crestline Management, LP | 36,168 | $6.23M | 0.22% | +34,068+1,622.3% | Added |
| Waters Parkerson & Co., LLC | 36,146 | $6.22M | 0.33% | +391+1.1% | Added |
| Whittier Trust Co of Nevada Inc | 35,953 | $6.19M | 0.15% | +1,356+3.9% | Added |
| JustInvest LLC | 35,938 | $6.19M | 0.09% | +2,115+6.3% | Added |
| Sterling Capital Management LLC | 35,708 | $6.15M | 0.08% | +3,247+10.0% | Added |
| Crossmark Global Holdings, Inc. | 35,397 | $6.09M | 0.11% | −3,999−10.2% | Reduced |
| Cerity Partners LLC | 35,389 | $6.04M | 0.01% | −11,975−25.3% | Reduced |
| Truist Financial Corp | 35,091 | $6.04M | 0.01% | +15,215+76.5% | Added |
| Oppenheimer & Co Inc | 34,265 | $5.90M | 0.09% | −227−0.7% | Reduced |
| Sheets Smith Wealth Management | 33,953 | $5.85M | 0.71% | +1,615+5.0% | Added |
| New Insight Wealth Advisors | 33,474 | $5.76M | 2.89% | −3,461−9.4% | Reduced |
| Oliver Luxxe Assets LLC | 33,883 | $5.73M | 1.04% | 00.0% | Unchanged |
| MAI Capital Management | 33,219 | $5.72M | 0.04% | +30,571+1,154.5% | Added |
| Patton Fund Management, Inc. | 32,718 | $5.63M | 1.10% | −5,912−15.3% | Reduced |
| Elo Mutual Pension Insurance Co | 32,474 | $5.59M | 0.12% | +3,702+12.9% | Added |
| Pacer Advisors, Inc. | 32,466 | $5.59M | 0.01% | +9,737+42.8% | Added |
| Union Bancaire Privee, UBP SA | 32,100 | $5.53M | 0.10% | +32,100 | New |
| Private Advisor Group, LLC | 32,092 | $5.53M | 0.03% | +1,959+6.5% | Added |