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 |
|---|---|---|---|---|---|
| Palogic Value Management, L.P. | 8,157 | $1.40M | 0.56% | +24+0.3% | Added |
| Harvest Portfolios Group Inc. | 8,146 | $1.40M | 0.05% | +2,554+45.7% | Added |
| Frank, Rimerman Advisors LLC | 8,031 | $1.38M | 0.10% | +207+2.6% | Added |
| Bedel Financial Consulting, Inc. | 7,618 | $1.36M | 0.19% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 7,921 | $1.36M | 0.05% | −400−4.8% | Reduced |
| Qtron Investments LLC | 7,798 | $1.34M | 0.19% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 7,750 | $1.33M | 1.34% | +7,750 | New |
| Renaissance Group LLC | 7,689 | $1.32M | 0.05% | −455−5.6% | Reduced |
| Prudential PLC | 7,646 | $1.32M | 0.01% | −1,097−12.5% | Reduced |
| Assenagon Asset Management S.A. | 7,602 | $1.31M | 0.00% | −48−0.6% | Reduced |
| AXS Investments LLC | 7,507 | $1.29M | 0.36% | −296−3.8% | Reduced |
| Illinois Municipal Retirement Fund | 7,454 | $1.28M | 0.02% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 7,433 | $1.28M | 0.20% | −40−0.5% | Reduced |
| Catalytic Wealth RIA, LLC | 7,408 | $1.28M | 0.22% | +1,198+19.3% | Added |
| CFM Wealth Partners LLC | 7,285 | $1.25M | 0.21% | +984+15.6% | Added |
| TrueWealth Advisors, LLC | 7,260 | $1.25M | 0.42% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 7,258 | $1.25M | 0.12% | −337−4.4% | Reduced |
| Chesapeake Asset Management LLC | 7,205 | $1.24M | 1.16% | 00.0% | Unchanged |
| Yelin Lapidot Holdings Management Ltd. | 7,150 | $1.23M | 0.21% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,151 | $1.23M | 0.01% | +2,320+48.0% | Added |
| Secured Retirement Advisors, LLC | 7,138 | $1.23M | 0.70% | +7,138 | New |
| Argentarii, LLC | 7,136 | $1.23M | 0.62% | +7,136 | New |
| Black Swift Group, LLC | 7,060 | $1.22M | 0.26% | −4,975−41.3% | Reduced |
| Gabelli Funds LLC | 7,000 | $1.21M | 0.01% | −500−6.7% | Reduced |
| Gifford Fong Associates | 7,000 | $1.21M | 0.30% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 6,954 | $1.20M | 0.48% | +55+0.8% | Added |
| Highland Capital Management, LLC | 6,909 | $1.19M | 0.07% | +6,909 | New |
| Bryn Mawr Trust Co | 6,827 | $1.18M | 0.02% | +1,895+38.4% | Added |
| Quantitative Investment Management, LLC | 6,714 | $1.16M | 0.09% | +6,714 | New |
| Wetherby Asset Management Inc | 6,710 | $1.16M | 0.06% | −359−5.1% | Reduced |
| Wedmont Private Capital | 6,727 | $1.15M | 0.06% | +216+3.3% | Added |
| Knollwood Investment Advisory, LLC | 6,650 | $1.15M | 0.12% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,592 | $1.14M | 0.05% | 00.0% | Unchanged |
| Quest Partners LLC | 6,565 | $1.13M | 0.15% | +6,565 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,526 | $1.12M | 0.00% | −25−0.4% | Reduced |
| Perigon Wealth Management, LLC | 6,459 | $1.12M | 0.03% | −178−2.7% | Reduced |
| Nebula Research & Development LLC | 6,433 | $1.11M | 0.13% | +6,433 | New |
| Harbor Capital Advisors, Inc. | 6,343 | $1.09M | 0.05% | +154+2.5% | Added |
| Retirement Planning Co of New England, Inc. | 6,324 | $1.09M | 0.53% | −44−0.7% | Reduced |
| Coldstream Capital Management Inc | 6,318 | $1.09M | 0.02% | +204+3.3% | Added |
| Resources Investment Advisors, LLC. | 6,314 | $1.09M | 0.01% | −195−3.0% | Reduced |
| Keybank National Association | 6,310 | $1.09M | 0.00% | +220+3.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 6,309 | $1.09M | 0.03% | −10,500−62.5% | Reduced |
| FNY Investment Advisers, LLC | 6,300 | $1.08M | 0.56% | −1,800−22.2% | Reduced |
| Bleakley Financial Group, LLC | 6,237 | $1.07M | 0.03% | +62+1.0% | Added |
| Solidarilty Wealth, LLC | 6,170 | $1.06M | 0.28% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 6,169 | $1.06M | 0.24% | −10.0% | Reduced |
| MSH Capital Advisors LLC | 6,114 | $1.05M | 0.33% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 6,102 | $1.05M | 0.05% | +373+6.5% | Added |
| Custom Index Systems, LLC | 6,091 | $1.05M | 0.56% | +426+7.5% | Added |
| Regal Investment Advisors LLC | 6,033 | $1.04M | 0.08% | +213+3.7% | Added |
| Syon Capital LLC | 5,997 | $1.03M | 0.09% | −100−1.6% | Reduced |
| GF Fund Management Co. Ltd. | 5,925 | $1.02M | 0.02% | +5,925 | New |
| Stevens Capital Management LP | 5,887 | $1.01M | 0.41% | −14,863−71.6% | Reduced |
| HB Wealth Management, LLC | 5,851 | $1.01M | 0.01% | +718+14.0% | Added |
| Snowden Capital Advisors LLC | 5,843 | $1.01M | 0.03% | −2,052−26.0% | Reduced |
| Sigma Planning Corp | 5,839 | $1.01M | 0.03% | −223−3.7% | Reduced |
| Sequoia Financial Advisors, LLC | 5,812 | $1.00M | 0.01% | +1,354+30.4% | Added |
| Adams Asset Advisors, LLC | 5,789 | $996.9K | 0.13% | 00.0% | Unchanged |
| Aspiriant, LLC | 5,777 | $994.9K | 0.04% | −74−1.3% | Reduced |
| Clarius Group, LLC | 5,732 | $987.1K | 0.07% | −2,945−33.9% | Reduced |
| Radnor Capital Management, LLC | 5,732 | $987.0K | 0.16% | −3,747−39.5% | Reduced |
| Parallel Advisors, LLC | 5,704 | $982.3K | 0.02% | +650+12.9% | Added |
| Investors Research Corp | 5,688 | $979.5K | 0.22% | −643−10.2% | Reduced |
| Checchi Capital Advisers, LLC | 5,564 | $958.2K | 0.07% | −11−0.2% | Reduced |
| Signaturefd, LLC | 5,542 | $954.4K | 0.02% | +71+1.3% | Added |
| Wellington Shields & Co., LLC | 5,500 | $947.2K | 0.29% | −200−3.5% | Reduced |
| Golden State Equity Partners | 5,418 | $933.0K | 0.18% | +4,831+823.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $932.8K | 0.01% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 5,378 | $926.1K | 0.04% | −306−5.4% | Reduced |
| GAMMA Investing LLC | 5,331 | $918.1K | 0.08% | +630+13.4% | Added |
| Ballentine Partners, LLC | 5,296 | $912.0K | 0.02% | +594+12.6% | Added |
| First Hawaiian Bank | 5,294 | $911.7K | 0.03% | +1,372+35.0% | Added |
| Ausdal Financial Partners, Inc. | 5,166 | $889.7K | 0.08% | −246−4.5% | Reduced |
| Profund Advisors LLC | 5,152 | $887.2K | 0.03% | −3,286−38.9% | Reduced |
| Inceptionr LLC | 5,150 | $886.9K | 0.20% | −673−11.6% | Reduced |
| Gilman Hill Asset Management, LLC | 5,146 | $886.2K | 0.15% | −305−5.6% | Reduced |
| Morningstar Investment Management LLC | 5,123 | $882.0K | 0.07% | −212−4.0% | Reduced |
| TBH Global Asset Management, LLC | 5,104 | $879.0K | 0.21% | +20.0% | Added |
| Emergent Wealth Advisors, LLC | 5,085 | $875.6K | 0.63% | +109+2.2% | Added |
| Genesee Capital Advisors, LLC | 5,055 | $870.5K | 0.40% | −85−1.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,015 | $863.6K | 0.03% | +70+1.4% | Added |
| Chilton Capital Management LLC | 5,001 | $861.2K | 0.04% | −5,360−51.7% | Reduced |
| American Assets Inc | 5,000 | $861.0K | 0.27% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,959 | $854.0K | 0.07% | −51−1.0% | Reduced |
| Evergreen Capital Management LLC | 4,954 | $853.1K | 0.03% | −199−3.9% | Reduced |
| Monument Capital Management | 4,921 | $847.5K | 0.23% | −65−1.3% | Reduced |
| Impact Partnership Wealth, LLC | 4,908 | $845.2K | 0.17% | +26+0.5% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 4,900 | $843.8K | 0.03% | +4,900 | New |
| WESPAC Advisors, LLC | 4,882 | $840.7K | 0.62% | +4,882 | New |
| Highline Wealth Partners LLC | 4,879 | $840.2K | 0.27% | +14+0.3% | Added |
| Invst, LLC | 4,853 | $835.8K | 0.10% | +29+0.6% | Added |
| Benjamin Edwards Inc | 4,837 | $832.9K | 0.01% | −60−1.2% | Reduced |
| American Trust Investment Advisors, LLC | 4,832 | $832.1K | 0.34% | +935+24.0% | Added |
| Clear Street Markets LLC | 4,801 | $826.8K | 0.31% | +3,101+182.4% | Added |
| InTrack Investment Management Inc | 4,743 | $823.2K | 0.57% | +1,675+54.6% | Added |
| Monetary Management Group Inc | 4,775 | $822.3K | 0.21% | 00.0% | Unchanged |
| Veridan Wealth LLC | 4,722 | $818.8K | 0.38% | +4,722 | New |
| Cubist Systematic Strategies, LLC | 4,686 | $807.0K | 0.01% | +4,686 | New |
| National Asset Management, Inc. | 4,646 | $800.1K | 0.03% | −2,423−34.3% | Reduced |