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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 15,784 | $2.78M | 0.03% | +9,112+136.6% | Added |
| Lido Advisors, LLC | 15,908 | $2.74M | 0.02% | +377+2.4% | Added |
| Kestra Private Wealth Services, LLC | 15,893 | $2.74M | 0.05% | +12,758+407.0% | Added |
| Alberta Investment Management Corp | 15,500 | $2.67M | 0.02% | 00.0% | Unchanged |
| Financial Management Network Inc | 15,147 | $2.67M | 0.55% | +67+0.4% | Added |
| Gotham Asset Management, LLC | 15,367 | $2.65M | 0.03% | −16,945−52.4% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 15,243 | $2.62M | 0.04% | +15,243 | New |
| Groupama Asset Managment | 15,221 | $2.60M | 0.05% | +7,500+97.1% | Added |
| Adell Harriman & Carpenter Inc | 14,740 | $2.54M | 0.18% | −210−1.4% | Reduced |
| E. Ohman J:or Asset Management AB | 14,700 | $2.53M | 0.06% | +2,000+15.7% | Added |
| New Mexico Educational Retirement Board | 14,595 | $2.51M | 0.08% | −1,300−8.2% | Reduced |
| Avantax Advisory Services, Inc. | 14,504 | $2.50M | 0.02% | +1,486+11.4% | Added |
| U S Wealth Group, LLC. | 14,329 | $2.47M | 1.87% | +14,329 | New |
| Erste Asset Management GmbH | 14,100 | $2.43M | 0.03% | +900+6.8% | Added |
| Federation des caisses Desjardins du Quebec | 13,996 | $2.41M | 0.01% | +917+7.0% | Added |
| TCG Advisory Services, LLC | 13,930 | $2.40M | 0.10% | +199+1.4% | Added |
| Legacy Wealth Asset Management, LLC | 13,916 | $2.40M | 0.65% | −297−2.1% | Reduced |
| Cascade Investment Group, Inc. | 13,821 | $2.38M | 1.70% | −250−1.8% | Reduced |
| Diligent Investors, LLC | 13,673 | $2.35M | 0.54% | −89−0.6% | Reduced |
| Clough Capital Partners L P | 13,600 | $2.34M | 0.27% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 13,425 | $2.31M | 0.26% | −15−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 13,400 | $2.31M | 0.02% | −1,919−12.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 13,377 | $2.30M | 0.34% | +2,478+22.7% | Added |
| Guggenheim Capital LLC | 13,372 | $2.30M | 0.02% | −104,627−88.7% | Reduced |
| Cunning Capital Partners, LP | 13,265 | $2.28M | 1.41% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 13,261 | $2.28M | 0.07% | −146−1.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 12,907 | $2.22M | 0.16% | +145+1.1% | Added |
| Carret Asset Management, LLC | 12,883 | $2.22M | 0.24% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 12,794 | $2.20M | 0.05% | −17,629−57.9% | Reduced |
| Tower Bridge Advisors | 12,775 | $2.20M | 0.23% | −50−0.4% | Reduced |
| Slagle Financial, LLC | 12,767 | $2.20M | 0.99% | +1,145+9.9% | Added |
| Red Cedar Investment Management, LLC | 12,748 | $2.20M | 0.28% | −4,843−27.5% | Reduced |
| Marshall Wace, LLP | 12,549 | $2.16M | 0.00% | +8,897+243.6% | Added |
| 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 |
| Steward Partners Investment Advisory, LLC | 12,442 | $2.14M | 0.02% | −782−5.9% | Reduced |
| Park Avenue Securities LLC | 12,420 | $2.14M | 0.02% | +71+0.6% | Added |
| Convergence Investment Partners, LLC | 12,369 | $2.13M | 0.48% | +610+5.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 12,268 | $2.11M | 0.01% | −15,990−56.6% | Reduced |
| Del-Sette Capital Management, LLC | 12,063 | $2.08M | 1.69% | −520−4.1% | Reduced |
| Signet Financial Management, LLC | 11,811 | $2.03M | 0.26% | −23−0.2% | Reduced |
| Stamos Capital Partners, L.P. | 11,780 | $2.03M | 0.48% | +5,820+97.7% | Added |
| Fortem Financial Group, LLC | 11,599 | $2.00M | 0.77% | +40+0.3% | Added |
| Howland Capital Management LLC | 11,342 | $1.95M | 0.09% | −169−1.5% | Reduced |
| Wellington Shields Capital Management, LLC | 11,305 | $1.95M | 0.34% | −920−7.5% | Reduced |
| Presima Inc. | 11,302 | $1.95M | 0.48% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 11,299 | $1.95M | 0.03% | −6,979−38.2% | Reduced |
| Cascade Investment Advisors, Inc. | 11,213 | $1.93M | 1.24% | −40−0.4% | Reduced |
| GKV Capital Management Co., Inc. | 11,170 | $1.92M | 0.78% | +11,170 | New |
| Ritholtz Wealth Management | 11,068 | $1.91M | 0.06% | +1,217+12.4% | Added |
| Simplex Trading, LLC | 11,052 | $1.90M | 0.05% | +11,052 | New |
| Arbor Capital Management Inc | 10,605 | $1.86M | 1.83% | −1,387−11.6% | Reduced |
| J. Safra Sarasin Holding AG | 10,790 | $1.86M | 0.03% | −17,173−61.4% | Reduced |
| KG&L Capital Management,LLC | 11,042 | $1.83M | 0.59% | −39−0.4% | Reduced |
| Walleye Capital LLC | 10,575 | $1.82M | 0.02% | +7,644+260.8% | Added |
| Lincluden Management Ltd | 10,562 | $1.82M | 0.22% | −569−5.1% | Reduced |
| Integrated Wealth Concepts LLC | 10,526 | $1.81M | 0.02% | −387−3.5% | 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 |
| iA Global Asset Management Inc. | 10,380 | $1.79M | 0.03% | −480−4.4% | Reduced |
| Everence Capital Management Inc | 10,279 | $1.77M | 0.11% | −1,150−10.1% | Reduced |
| Western Financial Corp | 10,237 | $1.76M | 0.97% | +992+10.7% | Added |
| Meeder Advisory Services, Inc. | 10,156 | $1.75M | 0.11% | −22−0.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 10,085 | $1.74M | 0.11% | 00.0% | Unchanged |
| Promethium Advisors,llc | 10,068 | $1.73M | 1.19% | +156+1.6% | Added |
| Change Path, LLC | 10,057 | $1.73M | 0.05% | +2,502+33.1% | Added |
| BCGM Wealth Management, LLC | 10,016 | $1.72M | 0.55% | +139+1.4% | Added |
| Alpine Woods Capital Investors, LLC | 9,981 | $1.72M | 0.33% | +594+6.3% | Added |
| Sienna Gestion | 9,979 | $1.72M | 0.12% | −82,532−89.2% | Reduced |
| Mystic Asset Management, Inc. | 9,960 | $1.72M | 0.46% | −20−0.2% | Reduced |
| Greenleaf Trust | 9,939 | $1.71M | 0.02% | +203+2.1% | Added |
| Pitcairn Co | 9,895 | $1.70M | 0.10% | +55+0.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,738 | $1.68M | 0.04% | +25+0.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,990 | $1.67M | 0.29% | +1,916+21.1% | Added |
| CWM, LLC | 9,705 | $1.67M | 0.01% | +323+3.4% | Added |
| Jeppson Wealth Management, LLC | 9,680 | $1.67M | 0.60% | −250−2.5% | Reduced |
| RSM US Wealth Management LLC | 9,736 | $1.67M | 0.02% | −614−5.9% | Reduced |
| NewEdge Wealth, LLC | 9,647 | $1.66M | 0.03% | +1,320+15.9% | Added |
| Quantbot Technologies LP | 9,627 | $1.66M | 0.06% | +9,627 | New |
| Ossiam | 9,553 | $1.65M | 0.03% | −3,365−26.0% | Reduced |
| Castle Rock Wealth Management, LLC | 8,880 | $1.64M | 0.39% | +223+2.6% | Added |
| Tokio Marine Asset Management Co Ltd | 9,488 | $1.63M | 0.06% | −106−1.1% | Reduced |
| Perpetual Ltd | 9,440 | $1.63M | 0.02% | −1,170−11.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 9,409 | $1.62M | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 9,246 | $1.59M | 0.01% | −28,955−75.8% | Reduced |
| Steel Peak Wealth Management LLC | 9,153 | $1.58M | 0.07% | +1,446+18.8% | Added |
| Affinity Investment Advisors, LLC | 9,084 | $1.56M | 1.30% | −2,524−21.7% | Reduced |
| One Capital Management, LLC | 9,079 | $1.56M | 0.05% | 00.0% | Unchanged |
| Norden Group LLC | 9,004 | $1.55M | 0.18% | −27−0.3% | Reduced |
| Donoghue Forlines LLC | 8,952 | $1.54M | 0.52% | −13,145−59.5% | Reduced |
| Cullen Capital Management LLC | 8,936 | $1.54M | 0.02% | −1,764−16.5% | Reduced |
| one8zero8, LLC | 8,868 | $1.53M | 0.33% | +8,868 | New |
| Morangie Management LLC | 8,810 | $1.52M | 1.24% | +8,810 | New |
| Apollon Wealth Management, LLC | 8,746 | $1.51M | 0.03% | +2,045+30.5% | Added |
| MidWestOne Financial Group, Inc. | 8,732 | $1.50M | 0.21% | +2,866+48.9% | Added |
| Penserra Capital Management LLC | 8,739 | $1.50M | 0.03% | −907−9.4% | Reduced |
| Assetmark, Inc | 8,545 | $1.47M | 0.00% | −224−2.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,309 | $1.43M | 0.06% | +90+1.1% | Added |
| Valeo Financial Advisors, LLC | 8,256 | $1.42M | 0.04% | −1,188−12.6% | Reduced |
| Oddo BHF Asset Management SAS | 8,202 | $1.41M | 0.07% | +1,436+21.2% | Added |