Simon Property GroupSPG
13F holders, Q1 2024 (March 31)1,081holders
8famous investors
$156.24avg. 13F price*
At the end of Q1 2024, 1,081 institutions reported holding Simon Property Group Inc. (SPG) in their 13F filings. The largest holders were Vanguard Group Inc. ($7.3B), BlackRock Inc. ($5.3B) and State Street Corp. ($3.3B). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Simon Property Group Inc.
- Sector
- Real Estate
- CUSIP
- 828806109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 109 | $230.6M |
| Exits | 77 | $177.9M |
Ownership 1,081 holders
| Vanguard Group Inc. | 0.14% | Add +1.5% | 46,380,446 | $7.3B |
| BlackRock Inc. | 0.12% | Add +0.6% | 33,782,276 | $5.3B |
| State Street Corp. | 0.15% | Reduce -6.8% | 21,191,638 | $3.3B |
| Cohen & Steers, Inc. | 6.75% | Reduce -10.3% | 20,597,320 | $3.2B |
| Norges Bank | 0.45% | Add +1.2% | 18,167,102 | $2.8B |
| Geode Capital Management, LLC | 0.13% | Add +2.8% | 8,904,031 | $1.4B |
| Morgan Stanley | 0.07% | Reduce -2.9% | 5,611,958 | $878.2M |
| FMR LLC | 0.06% | Reduce -4.7% | 5,408,056 | $846.3M |
| Dimensional Fund Advisors LP | 0.20% | Reduce -0.1% | 4,640,430 | $726.2M |
| JPMorgan Chase & Co. | 0.06% | Add +8.1% | 4,623,153 | $723.5M |
| T. Rowe Price Associates Inc. | 0.09% | Reduce -2.0% | 4,432,404 | $693.6M |
| Nuveen Asset Management, LLC | 0.21% | Reduce -0.2% | 4,405,277 | $690.0M |
| Legal & General Group Plc | 0.20% | Reduce -1.1% | 4,388,482 | $686.8M |
| Daiwa Securities Group Inc. | 3.78% | Reduce -14.5% | 4,206,317 | $658.2M |
| Northern Trust Corp. | 0.10% | Reduce -2.5% | 3,881,605 | $607.4M |
| Charles Schwab Investment Management Inc. | 0.13% | Add +2.0% | 3,608,277 | $564.7M |
| Invesco Ltd. | 0.11% | Add +41.6% | 3,382,731 | $529.4M |
| Deutsche Bank AG | 0.20% | Add +2.9% | 2,768,486 | $433.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.15% | Reduce -4.5% | 2,691,445 | $421.2M |
| Bank of New York Mellon Corp | 0.08% | Reduce -2.8% | 2,542,372 | $397.9M |
| Smead Capital Management, Inc. | 5.87% | Add +4.3% | 2,399,145 | $375.4M |
| Boston Partners | 0.43% | Add +4.2% | 2,321,228 | $363.2M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -27.1% | 2,067,581 | $323.6M |
| Bank of America Corp. | 0.03% | Add +33.7% | 1,915,372 | $299.7M |
| Wellington Management Group LLP | 0.05% | Add +280.5% | 1,865,242 | $291.9M |
| CBRE Investment Management Listed Real Assets LLC | 5.38% | Reduce -8.7% | 1,846,877 | $289.0M |
| Centersquare Investment Management LLC | 2.94% | Add +4.5% | 1,814,206 | $255.0M |
| Russell Investments Group, Ltd. | 0.40% | Reduce -2.7% | 1,607,721 | $251.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.16% | Reduce -5.6% | 1,497,696 | $234.4M |
| Prudential Financial Inc. | 0.32% | Reduce -0.6% | 1,469,049 | $229.9M |
| Principal Financial Group Inc. | 0.12% | Reduce -24.9% | 1,291,590 | $202.1M |
| Ameriprise Financial Inc. | 0.05% | Reduce -13.1% | 1,219,453 | $191.2M |
| PGGM Investments | 2.76% | Add +0.4% | 1,214,937 | $190.1M |
| Royal Bank of Canada | 0.05% | Reduce -16.2% | 1,194,155 | $186.9M |
| Schroder Investment Management Group | 0.21% | Add +2.5% | 1,130,651 | $176.9M |
| Canada Pension Plan Investment Board | 0.17% | Add +0.1% | 1,049,467 | $164.2M |
| UBS Group AG | 0.05% | Add +81.3% | 1,034,323 | $161.9M |
| Sei Investments Co. | 0.24% | Reduce -5.3% | 1,028,757 | $161.0M |
| HSBC Holdings PLC | 0.11% | Add +17.8% | 1,007,074 | $157.5M |
| Swiss National Bank | 0.11% | Reduce -4.5% | 977,027 | $152.9M |
| Bessemer Group Inc. | 0.25% | Add +1.5% | 879,942 | $137.7M |
| Franklin Resources Inc. | 0.04% | Add +50.9% | 850,912 | $133.2M |
| Alliancebernstein L.P. | 0.05% | Reduce -2.2% | 848,425 | $132.8M |
| Wells Fargo & Company | 0.03% | Add +5.4% | 839,416 | $131.4M |
| Duff & Phelps Investment Management Co. | 1.57% | Add +9.9% | 839,146 | $131.3M |
| Panagora Asset Management Inc. | 0.68% | Add +23.7% | 832,210 | $130.2M |
| American Century Companies Inc. | 0.08% | Reduce -15.7% | 809,095 | $126.6M |
| National Pension Service | 0.15% | Add +1.4% | 807,784 | $126.4M |
| Amundi | 0.05% | Add +8.7% | 888,258 | $124.7M |
| Parnassus Investments, LLC | 0.26% | Reduce -14.9% | 777,470 | $121.7M |
| Bank of Montreal | 0.04% | Add +3.0% | 773,829 | $121.3M |
| APG Asset Management US Inc. | 0.70% | Add +6.1% | 787,061 | $120.8M |
| Rhumbline Advisers | 0.11% | Reduce -0.8% | 757,831 | $118.6M |
| HighTower Advisors, LLC | 0.19% | Reduce -11.7% | 740,048 | $115.8M |
| BNP Paribas Financial Markets | 0.14% | Add +65.4% | 691,622 | $108.2M |
| Barclays PLC | 0.05% | Reduce -45.7% | 679,577 | $106.3M |
| Neuberger Berman Group LLC | 0.09% | Reduce -4.5% | 663,038 | $103.8M |
| CANADA LIFE ASSURANCE Co | 0.20% | Reduce -1.9% | 629,822 | $98.6M |
| Asset Management One Co., Ltd. | 0.38% | Reduce -2.9% | 626,074 | $98.0M |
| Adelante Capital Management LLC | 6.36% | Add +3.9% | 617,628 | $96.7M |
| Public Employees Retirement System of Ohio | 0.38% | Reduce -0.1% | 616,154 | $96.4M |
| California Public Employees Retirement System | 0.07% | Reduce -3.1% | 599,846 | $93.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.13% | Add +14.1% | 582,609 | $91.2M |
| Macquarie Group Ltd. | 0.10% | Add +10.0% | 573,449 | $89.7M |
| California State Teachers Retirement System | 0.11% | Add +1.1% | 531,847 | $83.2M |
| Credit Suisse AG/ | 0.08% | Reduce -6.7% | 528,133 | $82.6M |
| Retirement Systems of Alabama | 0.30% | Add +0.0% | 487,860 | $76.3M |
| Aberdeen Group plc | 0.15% | Add +1.8% | 481,999 | $75.4M |
| Nomura Asset Management Co. Ltd. | 0.27% | Add +3.6% | 481,166 | $75.3M |
| Castle Hook Partners LP | 2.72% | Add +182.0% | 480,692 | $75.2M |
| Lasalle Investment Management Securities LLC | 3.08% | Reduce -13.9% | 476,888 | $74.6M |
| Heitman Real Estate Securities LLC | 4.25% | Add +250.0% | 476,591 | $74.6M |
| Allianz Asset Management GmbH | 0.12% | Add +45.6% | 460,561 | $72.1M |
| KBC Group NV | 0.23% | Add +67.3% | 453,395 | $71.0M |
| Citigroup Inc. | 0.07% | Add +33.7% | 437,755 | $68.5M |
| Skandinaviska Enskilda Banken AB (publ) | 0.33% | Reduce -13.8% | 433,521 | $67.8M |
| National Bank of Canada | 0.12% | Add +121.6% | 458,706 | $67.8M |
| State of New Jersey Common Pension Fund D | 0.19% | Add +0.3% | 409,420 | $64.1M |
| LSV Asset Management | 0.13% | Reduce -24.0% | 399,700 | $62.5M |
| Stifel Financial Corp. | 0.07% | Add +1.3% | 390,329 | $61.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -8.7% | 382,766 | $59.9M |
| LPL Financial LLC | 0.03% | Reduce -14.6% | 369,620 | $57.8M |
| New York State Teachers Retirement System | 0.12% | Reduce -1.4% | 355,803 | $55.7M |
| Ensign Peak Advisors, Inc | 0.10% | No change | 342,012 | $53.5M |
| Pinebridge Investments, L.P. | 0.42% | Reduce -2.4% | 338,776 | $53.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.14% | Add +196.9% | 336,446 | $52.6M |
| TCW Group Inc. | 0.53% | Add +3.0% | 332,522 | $52.0M |
| Uniplan Investment Counsel, Inc. | 4.08% | Reduce -5.0% | 325,538 | $50.9M |
| Lazard Asset Management LLC | 0.07% | Add +57.2% | 317,277 | $49.6M |
| State of Tennessee, Department of Treasury | 0.18% | Reduce -5.9% | 316,788 | $49.6M |
| Voloridge Investment Management, LLC | 0.18% | Add +148.9% | 315,297 | $49.3M |
| Aew Capital Management L P | 2.33% | Reduce -39.5% | 304,865 | $47.7M |
| Robeco Institutional Asset Management B.V. | 0.10% | Add +23.5% | 302,974 | $47.4M |
| Allspring Global Investments Holdings, LLC | 0.07% | Add +2.8% | 284,865 | $44.6M |
| Sapient Capital LLC | 0.97% | Reduce -0.2% | 279,715 | $43.8M |
| Capital Advisors Inc. | 0.91% | Add +3.9% | 270,175 | $42.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.10% | Reduce -12.9% | 269,447 | $41.9M |
| Raymond James & Associates | 0.03% | Add +3.5% | 264,624 | $41.4M |
| Storebrand Asset Management As | 0.14% | Add +7.7% | 264,060 | $41.3M |
| Douglas Lane & Associates, LLC | 0.57% | Reduce -0.6% | 255,539 | $40.0M |
"% of holder's portfolio" is SPG's weight in each manager's 13F, not the share of Simon Property Group Inc. the manager owns.