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 |
|---|---|---|---|---|---|
| First National Bank Sioux Falls | 2,965 | $510.6K | 0.22% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 2,962 | $510.1K | 0.20% | +80+2.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,954 | $508.6K | 0.03% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 2,925 | $503.7K | 0.08% | +77+2.7% | Added |
| Sompo Asset Management Co., Ltd. | 2,910 | $501.1K | 0.08% | +2,910 | New |
| Washington Trust Co | 2,899 | $499.2K | 0.02% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 2,899 | $499.0K | 0.35% | −108−3.6% | Reduced |
| Avestar Capital, LLC | 2,895 | $498.5K | 0.05% | +247+9.3% | Added |
| Arete Wealth Advisors, LLC | 2,856 | $492.0K | 0.04% | −476−14.3% | Reduced |
| Mogy Joel R Investment Counsel Inc | 2,825 | $486.5K | 0.03% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 2,803 | $482.7K | 0.01% | +165+6.3% | Added |
| Magnolia Capital Advisors LLC | 2,801 | $482.4K | 0.12% | +948+51.2% | Added |
| Robertson Stephens Wealth Management, LLC | 2,799 | $482.1K | 0.02% | +224+8.7% | Added |
| Mutual Advisors, LLC | 2,784 | $480.8K | 0.01% | −10−0.4% | Reduced |
| Smartleaf Asset Management LLC | 2,801 | $478.6K | 0.05% | +759+37.2% | Added |
| Optimum Investment Advisors | 2,779 | $478.6K | 0.21% | −200−6.7% | Reduced |
| Lantern Wealth Advisors, LLC | 2,775 | $477.9K | 0.31% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,752 | $477.5K | 0.04% | −889,333−99.7% | Reduced |
| Strategic Financial Concepts, LLC | 2,768 | $476.7K | 0.09% | +17+0.6% | Added |
| Sustainable Insight Capital Management, LLC | 2,749 | $473.4K | 0.21% | +2,749 | New |
| Strategic Advocates LLC | 2,744 | $472.6K | 0.16% | −483−15.0% | Reduced |
| Stratos Wealth Partners, LTD. | 2,723 | $469.1K | 0.01% | +212+8.4% | Added |
| Nilsine Partners, LLC | 2,712 | $467.0K | 0.05% | +242+9.8% | Added |
| Autumn Glory Partners, LLC | 2,710 | $466.7K | 0.23% | −2,710−50.0% | Reduced |
| Washington Trust Bank | 2,709 | $466.5K | 0.04% | 00.0% | Unchanged |
| Phocas Financial Corp. | 2,706 | $466.3K | 0.06% | +2,706 | New |
| Rossmore Private Capital | 2,700 | $465.0K | 0.06% | −500−15.6% | Reduced |
| Ascent Group, LLC | 2,677 | $461.0K | 0.03% | +395+17.3% | Added |
| Schnieders Capital Management LLC | 2,656 | $457.4K | 0.09% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2,642 | $454.9K | 0.15% | +40+1.5% | Added |
| Bokf, NA | 2,648 | $452.7K | 0.01% | −1,397−34.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,628 | $452.6K | 0.14% | +300+12.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,619 | $451.0K | 0.04% | +438+20.1% | Added |
| JDM Financial Group LLC | 2,555 | $440.0K | 0.23% | −111−4.2% | Reduced |
| Baker Avenue Asset Management, LP | 2,550 | $439.2K | 0.01% | +1,156+82.9% | Added |
| Farther Finance Advisors, LLC | 2,536 | $436.8K | 0.02% | −245−8.8% | Reduced |
| Asset Planning,Inc | 2,535 | $436.6K | 0.33% | +2,535 | New |
| Octavia Wealth Advisors, LLC | 2,532 | $436.1K | 0.05% | −41−1.6% | Reduced |
| Legacy Financial Advisors, Inc. | 2,530 | $435.6K | 0.07% | +45+1.8% | Added |
| Opinicus Capital, Inc. | 2,521 | $434.2K | 0.37% | −177−6.6% | Reduced |
| Personal Cfo Solutions, LLC | 2,516 | $433.3K | 0.09% | −6,140−70.9% | Reduced |
| Sagespring Wealth Partners, LLC | 2,504 | $431.3K | 0.01% | +2,504 | New |
| New England Research & Management, Inc. | 2,505 | $431.0K | 0.22% | −75−2.9% | Reduced |
| Welch Group, LLC | 2,520 | $430.5K | 0.02% | +5+0.2% | Added |
| Moody Lynn & Lieberson, LLC | 2,500 | $430.5K | 0.03% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 2,500 | $430.5K | 0.14% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,494 | $429.5K | 0.04% | −99−3.8% | Reduced |
| Huntleigh Advisors, Inc. | 2,463 | $424.2K | 0.09% | +2,463 | New |
| Sargent Investment Group, LLC | 2,430 | $419.9K | 0.07% | +2,430 | New |
| Davenport & Co LLC | 2,430 | $418.5K | 0.00% | +425+21.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 2,420 | $416.7K | 0.23% | −53−2.1% | Reduced |
| Merit Financial Group, LLC | 2,416 | $416.1K | 0.01% | +2,416 | New |
| O'Rourke & Company, Inc | 2,408 | $414.7K | 0.20% | −299−11.0% | Reduced |
| Aptus Capital Advisors, LLC | 2,408 | $414.7K | 0.00% | +793+49.1% | Added |
| Silverleafe Capital Partners, LLC | 2,400 | $413.3K | 0.13% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 2,422 | $412.7K | 0.02% | +163+7.2% | Added |
| Umb Bank N A | 2,391 | $411.8K | 0.01% | +66+2.8% | Added |
| Resurgent Financial Advisors LLC | 2,377 | $409.3K | 0.24% | +2,377 | New |
| Congress Wealth Management LLC | 2,362 | $407.0K | 0.01% | −814−25.6% | Reduced |
| Ibex Wealth Advisors | 2,346 | $404.0K | 0.05% | +2,346 | New |
| Journey Strategic Wealth LLC | 2,346 | $404.0K | 0.02% | +8+0.3% | Added |
| Lindbrook Capital, LLC | 2,344 | $403.7K | 0.04% | +16+0.7% | Added |
| Titleist Asset Management, LLC | 2,336 | $402.3K | 0.05% | +4+0.2% | Added |
| Manchester Capital Management LLC | 2,323 | $400.0K | 0.05% | +4+0.2% | Added |
| V-Square Quantitative Management LLC | 2,319 | $399.4K | 0.06% | +210+10.0% | Added |
| LS Investment Advisors, LLC | 2,316 | $398.8K | 0.06% | +535+30.0% | Added |
| Embree Financial Group | 2,299 | $395.9K | 0.07% | −216−8.6% | Reduced |
| Jefferies Financial Group Inc. | 2,267 | $390.4K | 0.00% | −11,030−83.0% | Reduced |
| Affinity Wealth Management LLC | 2,261 | $389.4K | 0.07% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,252 | $387.8K | 0.04% | 00.0% | Unchanged |
| Burney Co | 2,251 | $387.6K | 0.01% | +674+42.7% | Added |
| Fulcrum Capital LLC | 2,246 | $386.8K | 0.08% | +2,246 | New |
| Fidelis Capital Partners, LLC | 2,226 | $386.0K | 0.04% | +35+1.6% | Added |
| Resonant Capital Advisors, LLC | 2,236 | $385.1K | 0.03% | +93+4.3% | Added |
| Abn Amro Investment Solutions | 2,227 | $383.5K | 0.01% | −2,134−48.9% | Reduced |
| Howard Capital Management Inc. | 2,217 | $381.8K | 0.01% | +108+5.1% | Added |
| Bard Financial Services, Inc. | 2,210 | $380.6K | 0.05% | 00.0% | Unchanged |
| Alteri Wealth LLC | 2,196 | $378.2K | 0.10% | +2,196 | New |
| Redhawk Wealth Advisors, Inc. | 2,195 | $378.0K | 0.05% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,192 | $377.5K | 0.11% | +11+0.5% | Added |
| Conning Inc. | 2,189 | $377.0K | 0.01% | −126−5.4% | Reduced |
| Geller Advisors LLC | 2,181 | $375.6K | 0.02% | −27−1.2% | Reduced |
| CWA Asset Management Group, LLC | 2,171 | $373.8K | 0.02% | −6,721−75.6% | Reduced |
| Skopos Labs, Inc. | 2,163 | $372.5K | 0.11% | +8+0.4% | Added |
| Novare Capital Management LLC | 2,150 | $370.3K | 0.03% | −50−2.3% | Reduced |
| Regions Financial Corp | 2,140 | $368.5K | 0.00% | +360+20.2% | Added |
| Mesirow Financial Investment Management, Inc. | 2,123 | $365.6K | 0.01% | −20−0.9% | Reduced |
| Kaizen Financial Strategies | 2,121 | $365.2K | 0.21% | +24+1.1% | Added |
| Kathmere Capital Management, LLC | 2,110 | $363.4K | 0.03% | +48+2.3% | Added |
| Rehmann Capital Advisory Group | 2,109 | $363.3K | 0.02% | −56−2.6% | Reduced |
| Stratos Wealth Advisors, LLC | 2,108 | $363.1K | 0.02% | −443−17.4% | Reduced |
| Catalina Capital Group, LLC | 2,104 | $362.4K | 0.12% | +118+5.9% | Added |
| Eqis Capital Management, Inc. | 2,096 | $361.0K | 0.03% | −190−8.3% | Reduced |
| Simon Quick Advisors, LLC | 2,088 | $359.6K | 0.02% | +570+37.5% | Added |
| William Allan, LLC | 2,063 | $355.3K | 0.22% | +135+7.0% | Added |
| Rockland Trust Co | 2,050 | $353.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,029 | $349.4K | 0.02% | +107+5.6% | Added |
| Lafayette Investments, Inc. | 2,025 | $348.7K | 0.07% | −100−4.7% | Reduced |
| Manchester Financial Inc | 2,021 | $348.0K | 0.08% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,009 | $346.0K | 0.01% | +2,009 | New |