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 |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | 4,633 | $797.8K | 0.03% | +56+1.2% | Added |
| MUFG Securities Americas Inc. | 4,528 | $779.8K | 0.10% | +4,528 | New |
| Heritage Trust Co | 4,527 | $779.6K | 0.09% | +4,527 | New |
| Pekin Hardy Strauss, Inc. | 4,515 | $777.5K | 0.10% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 4,509 | $776.6K | 0.15% | +307+7.3% | Added |
| Mediolanum International Funds Ltd | 4,531 | $772.3K | 0.01% | 00.0% | Unchanged |
| Manske Wealth Management | 4,463 | $768.5K | 0.31% | +4,463 | New |
| Michels Family Financial, LLC | 4,439 | $764.4K | 0.70% | +4,439 | New |
| Portside Wealth Group, LLC | 4,435 | $763.8K | 0.13% | +282+6.8% | Added |
| IHT Wealth Management, LLC | 4,417 | $760.7K | 0.02% | −853−16.2% | Reduced |
| Savant Capital, LLC | 4,407 | $758.9K | 0.01% | +32+0.7% | Added |
| Sumitomo Life Insurance Co | 4,401 | $757.9K | 0.01% | −159−3.5% | Reduced |
| EP Wealth Advisors, LLC | 4,388 | $755.6K | 0.01% | +2,537+137.1% | Added |
| Alta Wealth Advisors LLC | 4,294 | $739.5K | 0.32% | −10−0.2% | Reduced |
| Pinnacle Associates Ltd | 4,232 | $728.9K | 0.01% | +2,034+92.5% | Added |
| Prestige Wealth Management Group LLC | 4,229 | $728.3K | 0.15% | −9−0.2% | Reduced |
| Wedbush Securities Inc | 4,225 | $728.0K | 0.03% | −127−2.9% | Reduced |
| Horizon Investments, LLC | 4,220 | $726.7K | 0.02% | +26+0.6% | Added |
| Principal Securities, Inc. | 4,140 | $712.9K | 0.02% | +166+4.2% | Added |
| Inspire Advisors, LLC | 4,110 | $707.9K | 0.09% | −8−0.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,090 | $704.3K | 0.04% | +491+13.6% | Added |
| Nabity-Jensen Investment Management Inc | 4,065 | $700.0K | 0.53% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,061 | $699.3K | 0.13% | +4,061 | New |
| Trust Co of Vermont | 4,053 | $698.0K | 0.03% | −27−0.7% | Reduced |
| Future Financial Wealth Managment LLC | 4,029 | $693.8K | 0.51% | −193−4.6% | Reduced |
| Commerzbank Aktiengesellschaft | 4,046 | $692.0K | 0.02% | +270+7.2% | Added |
| Ellevest, Inc. | 4,004 | $689.5K | 0.04% | −1,685−29.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,000 | $688.8K | 0.17% | −5,600−58.3% | Reduced |
| Capital Management Associates | 4,000 | $688.8K | 0.81% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,978 | $685.1K | 0.03% | +582+17.1% | Added |
| Belpointe Asset Management LLC | 4,069 | $680.9K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,944 | $673.9K | 0.06% | −34−0.9% | Reduced |
| Callan Family Office, LLC | 3,905 | $672.5K | 0.04% | +2,302+143.6% | Added |
| Pensionmark Financial Group, LLC | 3,878 | $667.8K | 0.02% | +344+9.7% | Added |
| Beacon Investment Advisors LLC | 3,853 | $663.7K | 0.31% | +20+0.5% | Added |
| SkyView Investment Advisors, LLC | 3,848 | $663.0K | 0.11% | +45+1.2% | Added |
| Tritonpoint Wealth, LLC | 3,809 | $655.9K | 0.06% | +7+0.2% | Added |
| Larson Financial Group LLC | 3,806 | $655.4K | 0.03% | +303+8.6% | Added |
| Schechter Investment Advisors, LLC | 3,805 | $655.2K | 0.05% | −124−3.2% | Reduced |
| IFP Advisors, Inc | 3,735 | $643.3K | 0.02% | +159+4.4% | Added |
| RS Crum Inc. | 3,722 | $641.0K | 0.16% | −10.0% | Reduced |
| We Are One Seven, LLC | 3,696 | $636.6K | 0.02% | +176+5.0% | Added |
| Summit Financial, LLC | 3,696 | $636.5K | 0.02% | +785+27.0% | Added |
| Tobias Financial Advisors, Inc. | 3,694 | $636.2K | 0.13% | +34+0.9% | Added |
| Boston Private Wealth LLC | 3,681 | $633.9K | 0.01% | +3,681 | New |
| PFG Investments, LLC | 3,671 | $632.2K | 0.04% | −5−0.1% | Reduced |
| Forte Capital LLC | 3,657 | $629.8K | 0.07% | −70−1.9% | Reduced |
| Harvest Fund Management Co., Ltd | 3,650 | $628.0K | 0.03% | −2,508−40.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,639 | $626.7K | 0.03% | +85+2.4% | Added |
| HighPoint Advisor Group LLC | 3,396 | $626.2K | 0.03% | +60+1.8% | Added |
| Ghe, LLC | 3,633 | $626.0K | 0.25% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 3,600 | $620.0K | 0.12% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 3,558 | $612.7K | 0.13% | +229+6.9% | Added |
| Alpha Cubed Investments, LLC | 3,551 | $611.6K | 0.03% | +305+9.4% | Added |
| Rothschild Investment LLC | 3,544 | $610.3K | 0.04% | +22+0.6% | Added |
| Premier Path Wealth Partners, LLC | 3,539 | $609.5K | 0.09% | −7,638−68.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 3,536 | $608.9K | 0.26% | −500−12.4% | Reduced |
| Bearing Point Capital, LLC | 3,532 | $608.2K | 0.13% | +3,532 | New |
| Element Wealth, LLC | 3,479 | $599.1K | 0.31% | +28+0.8% | Added |
| Spire Wealth Management | 3,465 | $596.6K | 0.02% | +3,465 | New |
| Sage Mountain Advisors LLC | 3,452 | $594.4K | 0.04% | +205+6.3% | Added |
| Jump Financial, LLC | 3,432 | $591.0K | 0.01% | −9,812−74.1% | Reduced |
| Gables Capital Management Inc. | 3,415 | $588.1K | 0.28% | −25−0.7% | Reduced |
| Ofi Invest Asset Management | 3,530 | $587.1K | 0.01% | +3,530 | New |
| ORG Partners LLC | 3,403 | $586.7K | 0.08% | +391+13.0% | Added |
| Schulhoff & Co Inc | 3,399 | $585.3K | 0.26% | +33+1.0% | Added |
| Yoffe Investment Management, LLC | 3,383 | $582.6K | 0.87% | +3,383 | New |
| Mather Group, LLC. | 3,356 | $578.0K | 0.01% | −104−3.0% | Reduced |
| Cigna Investments Inc | 3,348 | $577.0K | 0.10% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $568.3K | 0.17% | 00.0% | Unchanged |
| Graypoint LLC | 3,297 | $567.8K | 0.03% | −6−0.2% | Reduced |
| Hilltop Holdings Inc. | 3,293 | $567.1K | 0.04% | −1,842−35.9% | Reduced |
| Balyasny Asset Management LLC | 3,254 | $560.4K | 0.00% | −106,390−97.0% | Reduced |
| Reuter James Wealth Management, LLC | 3,225 | $555.4K | 0.10% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,223 | $555.1K | 0.05% | +1,840+133.0% | Added |
| American Investment Services, Inc. | 3,203 | $551.6K | 0.10% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,188 | $549.0K | 0.02% | −116−3.5% | Reduced |
| Stephens Inc | 3,181 | $547.7K | 0.01% | −172−5.1% | Reduced |
| Allworth Financial LP | 3,152 | $545.0K | 0.00% | +1,842+140.6% | Added |
| White Pine Capital LLC | 3,149 | $542.3K | 0.18% | +150+5.0% | Added |
| Proficio Capital Partners LLC | 3,149 | $542.3K | 0.04% | +761+31.9% | Added |
| XTX Topco Ltd | 3,131 | $539.2K | 0.05% | +3,131 | New |
| Foster & Motley Inc | 3,128 | $539.0K | 0.04% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 3,100 | $534.0K | 0.22% | −500−13.9% | Reduced |
| Cohen Klingenstein LLC | 3,100 | $533.9K | 0.02% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,090 | $532.2K | 0.03% | +173+5.9% | Added |
| United Advisor Group, LLC | 3,088 | $531.8K | 0.11% | −17−0.5% | Reduced |
| Unique Wealth Strategies, LLC | 3,050 | $525.2K | 0.23% | +158+5.5% | Added |
| Quadrant Capital Group LLC | 3,038 | $523.2K | 0.04% | −59−1.9% | Reduced |
| AlphaCore Capital LLC | 3,029 | $521.6K | 0.11% | +3,029 | New |
| Capital Investment Advisors, LLC | 3,020 | $520.0K | 0.01% | +25+0.8% | Added |
| Diversify Wealth Management, LLC | 3,035 | $518.8K | 0.04% | +74+2.5% | Added |
| Roble, Belko & Company, Inc | 3,000 | $517.0K | 0.08% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 3,000 | $516.6K | 0.36% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,000 | $516.6K | 0.11% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 2,992 | $515.3K | 0.12% | +40+1.4% | Added |
| Prime Capital Investment Advisors, LLC | 2,990 | $514.8K | 0.01% | +69+2.4% | Added |
| Ostrum Asset Management | 2,987 | $514.4K | 0.04% | −124−4.0% | Reduced |
| Private Trust Co NA | 2,978 | $512.8K | 0.05% | +874+41.5% | Added |
| Independent Financial Group, LLC | 2,968 | $511.2K | 0.02% | −262−8.1% | Reduced |