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 |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 31,738 | $5.47M | 0.09% | −287−0.9% | Reduced |
| Foundations Investment Advisors, LLC | 31,634 | $5.45M | 0.11% | +155+0.5% | Added |
| Vanderbilt University | 31,345 | $5.40M | 1.06% | −3,095−9.0% | Reduced |
| Bruni J V & Co | 30,952 | $5.33M | 0.60% | −59,527−65.8% | Reduced |
| Westpac Banking Corp | 30,830 | $5.31M | 0.35% | −1,663−5.1% | Reduced |
| Fred Alger Management, LLC | 30,773 | $5.30M | 0.03% | −64−0.2% | Reduced |
| Allstate Corp | 30,742 | $5.29M | 0.16% | −15,195−33.1% | Reduced |
| McGinn Investment Management, Inc. | 30,543 | $5.26M | 3.51% | −201−0.7% | Reduced |
| CWM Advisors, LLC | 30,509 | $5.25M | 0.59% | −882−2.8% | Reduced |
| Pacific Heights Asset Management LLC | 500,000 | $5.25M | 0.36% | +400,000+400.0% | Added |
| Beacon Pointe Advisors, LLC | 30,376 | $5.23M | 0.06% | −7,426−19.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 30,100 | $5.18M | 0.04% | 00.0% | Unchanged |
| Groupe la Francaise | 30,216 | $5.16M | 0.13% | +30,216 | New |
| Edgestream Partners, L.P. | 29,784 | $5.13M | 0.22% | −26,044−46.7% | Reduced |
| Canada Post Corp Registered Pension Plan | 29,631 | $5.10M | 0.30% | +29,631 | New |
| Intech Investment Management LLC | 29,354 | $5.06M | 0.05% | −2,034−6.5% | Reduced |
| D.A. Davidson & Co. | 29,251 | $5.04M | 0.04% | +901+3.2% | Added |
| Mizuho Securities USA LLC | 29,068 | $5.01M | 0.09% | +9,195+46.3% | Added |
| BDF-Gestion | 28,608 | $4.93M | 0.51% | −9,930−25.8% | Reduced |
| Entropy Technologies, LP | 28,424 | $4.89M | 0.50% | +28,424 | New |
| Cambridge Investment Research Advisors, Inc. | 28,376 | $4.89M | 0.02% | +43+0.2% | Added |
| Condor Capital Management | 28,132 | $4.84M | 0.43% | −751−2.6% | Reduced |
| Nordea Investment Management AB | 28,170 | $4.84M | 0.01% | −120,413−81.0% | Reduced |
| Modern Wealth Management, LLC | 27,981 | $4.82M | 0.18% | +27,981 | New |
| GeoWealth Management, LLC | 27,788 | $4.79M | 0.16% | +5,332+23.7% | Added |
| TownSquare Capital, LLC | 27,685 | $4.77M | 0.05% | +560+2.1% | Added |
| Norinchukin Bank, The | 27,610 | $4.75M | 0.10% | +984+3.7% | Added |
| Aviva PLC | 27,538 | $4.74M | 0.01% | +2,428+9.7% | Added |
| Nicholas Investment Partners, LP | 27,148 | $4.68M | 0.41% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 26,956 | $4.64M | 0.00% | −828,416−96.8% | Reduced |
| Oregon Public Employees Retirement Fund | 26,315 | $4.53M | 0.08% | +110+0.4% | Added |
| Vinva Investment Management Ltd | 26,241 | $4.48M | 0.18% | +955+3.8% | Added |
| Gulf International Bank (UK) Ltd | 25,595 | $4.41M | 0.11% | −278−1.1% | Reduced |
| GWM Advisors LLC | 25,363 | $4.37M | 0.03% | +11,898+88.4% | Added |
| Advisory Services Network, LLC | 25,282 | $4.35M | 0.08% | +606+2.5% | Added |
| Great Valley Advisor Group, Inc. | 25,205 | $4.34M | 0.10% | −1,185−4.5% | Reduced |
| Zimmer Partners, LP | 25,000 | $4.31M | 0.07% | −37,500−60.0% | Reduced |
| Engineers Gate Manager LP | 24,981 | $4.30M | 0.07% | +19,252+336.0% | Added |
| Avanza Fonder AB | 24,557 | $4.23M | 0.13% | +24,557 | New |
| Fiduciary Group LLC | 24,273 | $4.18M | 0.42% | −441−1.8% | Reduced |
| Pensionfund Sabic | 24,106 | $4.15M | 1.10% | −500−2.0% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 24,102 | $4.15M | 0.43% | +24,102 | New |
| Generali Asset Management SPA SGR | 24,093 | $4.15M | 0.11% | +24,093 | New |
| Atria Investments LLC | 24,051 | $4.14M | 0.05% | −1,860−7.2% | Reduced |
| Fifth Third Bancorp | 24,026 | $4.14M | 0.02% | −2,266−8.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 23,660 | $4.07M | 0.01% | +6,293+36.2% | Added |
| Truvestments Capital LLC | 23,354 | $4.02M | 1.03% | +396+1.7% | Added |
| Soltis Investment Advisors LLC | 23,210 | $4.00M | 0.37% | +279+1.2% | Added |
| Cornerstone Wealth Group, LLC | 23,158 | $3.99M | 0.33% | +493+2.2% | Added |
| Naviter Wealth, LLC | 23,140 | $3.98M | 0.48% | +1,286+5.9% | Added |
| Teachers Retirement System of the State of Kentucky | 22,650 | $3.90M | 0.03% | −637−2.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 22,427 | $3.86M | 0.06% | +22,427 | New |
| Captrust Financial Advisors | 22,283 | $3.84M | 0.01% | −460−2.0% | Reduced |
| Omers Administration Corp | 22,202 | $3.82M | 0.03% | −6,313−22.1% | Reduced |
| Grassi Investment Management | 21,988 | $3.79M | 0.32% | −146−0.7% | Reduced |
| Waterloo Capital, L.P. | 21,989 | $3.79M | 0.40% | +101+0.5% | Added |
| DoubleLine ETF Adviser LP | 21,970 | $3.78M | 1.02% | +75+0.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 21,810 | $3.76M | 0.04% | −27,712−56.0% | Reduced |
| Brookstone Capital Management | 21,728 | $3.74M | 0.05% | +558+2.6% | Added |
| Advisors Asset Management, Inc. | 21,647 | $3.73M | 0.07% | +3,773+21.1% | Added |
| SAM Advisors, LLC | 21,515 | $3.71M | 1.34% | −454−2.1% | Reduced |
| Yarbrough Capital, LLC | 21,500 | $3.70M | 0.14% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 21,216 | $3.65M | 0.37% | +21,216 | New |
| Blair William & Co | 21,188 | $3.65M | 0.01% | +1,202+6.0% | Added |
| Kentucky Retirement Systems | 21,060 | $3.63M | 0.11% | −291−1.4% | Reduced |
| Plato Investment Management Ltd | 20,892 | $3.61M | 0.27% | +3,936+23.2% | Added |
| Toroso Investments, LLC | 20,931 | $3.60M | 0.03% | +1,335+6.8% | Added |
| Summit Global Investments | 20,860 | $3.59M | 0.22% | +182+0.9% | Added |
| Kestra Advisory Services, LLC | 20,853 | $3.59M | 0.02% | +15,468+287.2% | Added |
| Commerce Bank | 20,528 | $3.54M | 0.02% | −69−0.3% | Reduced |
| Venture Visionary Partners LLC | 20,254 | $3.49M | 0.15% | +3,389+20.1% | Added |
| Strategic Global Advisors, LLC | 20,249 | $3.49M | 0.64% | +750+3.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 18,143 | $3.45M | 0.01% | +11,221+162.1% | Added |
| Verition Fund Management LLC | 19,775 | $3.41M | 0.02% | +7,911+66.7% | Added |
| Lake Street Advisors Group, LLC | 19,517 | $3.36M | 0.15% | +12,590+181.8% | Added |
| Lodestone Wealth Management LLC | 19,335 | $3.33M | 1.67% | −268−1.4% | Reduced |
| Peapack Gladstone Financial Corp | 19,191 | $3.30M | 0.05% | −1,047−5.2% | Reduced |
| Hartford Investment Management Co | 19,012 | $3.27M | 0.11% | −297−1.5% | Reduced |
| Integrated Advisors Network LLC | 18,861 | $3.25M | 0.16% | −2,106−10.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 18,532 | $3.19M | 0.34% | −849−4.4% | Reduced |
| Ieq Capital, LLC | 18,313 | $3.15M | 0.03% | +1,729+10.4% | Added |
| Prospera Financial Services Inc | 17,977 | $3.10M | 0.07% | +119+0.7% | Added |
| CIBC Private Wealth Group, LLC | 17,410 | $3.04M | 0.01% | +13,206+314.1% | Added |
| Atria Wealth Solutions, Inc. | 17,524 | $3.02M | 0.03% | −1,807−9.3% | Reduced |
| Spirit of America Management Corp | 17,500 | $3.01M | 0.61% | 00.0% | Unchanged |
| Diversified Trust Co | 17,319 | $2.98M | 0.07% | +6,840+65.3% | Added |
| Hamilton Capital Partners Inc. | 17,285 | $2.98M | 0.22% | +4,915+39.7% | Added |
| Maryland State Retirement & Pension System | 17,275 | $2.97M | 0.06% | −1,210−6.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 17,116 | $2.95M | 0.26% | −180−1.0% | Reduced |
| CAPROCK Group, Inc. | 17,040 | $2.93M | 0.10% | +1,375+8.8% | Added |
| Oppenheimer Asset Management Inc. | 16,888 | $2.91M | 0.04% | −906−5.1% | Reduced |
| Algert Global LLC | 16,771 | $2.89M | 0.07% | +1,150+7.4% | Added |
| Louisiana State Employees Retirement System | 16,500 | $2.84M | 0.05% | −800−4.6% | Reduced |
| Equitable Holdings, Inc. | 16,440 | $2.83M | 0.03% | +2,894+21.4% | Added |
| Securian Asset Management, Inc | 16,418 | $2.83M | 0.08% | −531−3.1% | Reduced |
| Redmond Asset Management, LLC | 16,350 | $2.82M | 0.70% | −396−2.4% | Reduced |
| NEOS Investment Management LLC | 16,292 | $2.81M | 0.07% | +3,728+29.7% | Added |
| Miracle Mile Advisors, LLC | 16,230 | $2.79M | 0.06% | +7,075+77.3% | Added |
| Tower Research Capital LLC (TRC) | 16,219 | $2.79M | 0.06% | −3,435−17.5% | Reduced |
| Swiss Life Asset Management Ltd | 16,235 | $2.79M | 0.02% | +8,017+97.6% | Added |