Simon Property GroupSPG
13F holders, Q2 2024 (June 30)1,101holders +20
89new positions
76sold out
9famous investors
$151.49avg. 13F price*
At the end of Q2 2024, 1,101 institutions reported holding Simon Property Group Inc. (SPG) in their 13F filings, up 20 from Q1 2024. 89 opened new positions and 76 sold out. The largest holders were Vanguard Group Inc. ($7.0B), BlackRock Inc. ($5.1B) and State Street Corp. ($3.3B). 9 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $159.1M |
| Exits | 76 | $146.8M |
All 13F filers, Q1 2024 → Q2 2024: 12,432,959 shares bought and 13,616,895 shares sold, net −1,183,936 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,101 holders
| Vanguard Group Inc. | 0.13% | Reduce -0.4% | 46,176,998 | $7.0B |
| BlackRock Inc. | 0.12% | Add +0.1% | 33,816,438 | $5.1B |
| State Street Corp. | 0.14% | Add +1.0% | 21,411,789 | $3.3B |
| Cohen & Steers, Inc. | 5.90% | Reduce -10.1% | 18,520,216 | $2.8B |
| Norges Bank | 0.40% | Reduce -4.0% | 17,442,875 | $2.6B |
| Geode Capital Management, LLC | 0.12% | Add +2.6% | 9,134,944 | $1.4B |
| Bank of America Corp. | 0.09% | Add +238.4% | 6,481,336 | $983.9M |
| Morgan Stanley | 0.07% | Add +1.6% | 5,701,470 | $865.5M |
| FMR LLC | 0.05% | Reduce -0.7% | 5,368,295 | $814.9M |
| Dimensional Fund Advisors LP | 0.18% | Reduce -0.4% | 4,621,019 | $701.5M |
| Nuveen Asset Management, LLC | 0.20% | Add +2.3% | 4,505,850 | $684.0M |
| Legal & General Group Plc | 0.18% | Reduce -3.3% | 4,242,236 | $644.0M |
| JPMorgan Chase & Co. | 0.05% | Reduce -9.9% | 4,165,558 | $632.3M |
| Northern Trust Corp. | 0.10% | Add +1.4% | 3,935,228 | $597.4M |
| T. Rowe Price Associates Inc. | 0.07% | Reduce -17.1% | 3,674,285 | $557.8M |
| Charles Schwab Investment Management Inc. | 0.10% | Add +0.2% | 3,615,716 | $548.9M |
| Daiwa Securities Group Inc. | 2.94% | Reduce -14.7% | 3,587,907 | $544.6M |
| Invesco Ltd. | 0.11% | Add +2.4% | 3,462,356 | $525.6M |
| Deutsche Bank AG | 0.22% | Add +15.2% | 3,189,256 | $484.1M |
| Smead Capital Management, Inc. | 6.01% | Add +5.5% | 2,531,977 | $384.4M |
| Bank of New York Mellon Corp | 0.07% | Reduce -3.3% | 2,457,802 | $373.1M |
| Goldman Sachs Group Inc. | 0.07% | Add +11.8% | 2,310,706 | $350.8M |
| Boston Partners | 0.43% | Reduce -0.7% | 2,304,357 | $349.8M |
| CBRE Investment Management Listed Real Assets LLC | 5.05% | Reduce -2.2% | 1,806,155 | $274.2M |
| Centersquare Investment Management LLC | 2.95% | Reduce -1.0% | 1,795,506 | $272.6M |
| Wellington Management Group LLP | 0.05% | Reduce -6.6% | 1,742,671 | $264.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.16% | Reduce -2.4% | 1,462,378 | $222.0M |
| Russell Investments Group, Ltd. | 0.35% | Reduce -11.4% | 1,424,854 | $216.0M |
| Ameriprise Financial Inc. | 0.06% | Add +10.6% | 1,348,827 | $204.6M |
| Principal Financial Group Inc. | 0.12% | Add +0.0% | 1,292,040 | $196.1M |
| Amundi | 0.07% | Add +47.6% | 1,311,207 | $195.1M |
| PGGM Investments | 2.69% | Add +1.9% | 1,238,123 | $187.9M |
| Royal Bank of Canada | 0.04% | Reduce -3.0% | 1,158,735 | $175.9M |
| Schroder Investment Management Group | 0.19% | Add +0.5% | 1,136,779 | $172.6M |
| Prudential Financial Inc. | 0.26% | Reduce -23.5% | 1,123,952 | $170.6M |
| Barclays PLC | 0.08% | Add +63.2% | 1,108,975 | $168.3M |
| HSBC Holdings PLC | 0.10% | Add +6.7% | 1,074,587 | $162.7M |
| Duff & Phelps Investment Management Co. | 2.07% | Add +27.3% | 1,068,268 | $162.2M |
| Canada Pension Plan Investment Board | 0.16% | Add +1.5% | 1,065,067 | $161.7M |
| Sei Investments Co. | 0.22% | Add +1.5% | 1,044,257 | $158.5M |
| Panagora Asset Management Inc. | 0.74% | Add +17.1% | 974,335 | $147.9M |
| Swiss National Bank | 0.10% | Reduce -1.2% | 964,927 | $146.5M |
| UBS Group AG | 0.04% | Reduce -8.9% | 942,005 | $143.0M |
| Bessemer Group Inc. | 0.23% | Reduce -0.3% | 876,908 | $133.1M |
| Alliancebernstein L.P. | 0.04% | Reduce -0.9% | 840,593 | $127.6M |
| APG Asset Management US Inc. | 0.73% | Add +10.2% | 867,061 | $127.0M |
| American Century Companies Inc. | 0.08% | Add +2.9% | 832,671 | $126.4M |
| Franklin Resources Inc. | 0.04% | Reduce -2.9% | 826,342 | $125.4M |
| Wells Fargo & Company | 0.03% | Reduce -1.6% | 826,165 | $125.4M |
| National Pension Service | 0.14% | Add +1.9% | 823,457 | $125.0M |
| Bank of Montreal | 0.04% | Add +2.9% | 795,962 | $122.4M |
| HighTower Advisors, LLC | 0.18% | Add +5.6% | 781,478 | $118.7M |
| Rhumbline Advisers | 0.11% | Add +1.4% | 768,835 | $116.7M |
| CANADA LIFE ASSURANCE Co | 0.21% | Add +18.1% | 743,755 | $113.0M |
| Parnassus Investments, LLC | 0.23% | Reduce -8.7% | 710,235 | $107.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.12% | Add +9.3% | 637,025 | $96.7M |
| Neuberger Berman Group LLC | 0.08% | Reduce -6.2% | 621,792 | $94.4M |
| California Public Employees Retirement System | 0.07% | Add +1.7% | 609,882 | $92.6M |
| Asset Management One Co., Ltd. | 0.35% | Reduce -2.7% | 609,354 | $92.5M |
| Public Employees Retirement System of Ohio | 0.36% | Reduce -1.6% | 606,476 | $92.1M |
| Adelante Capital Management LLC | 6.92% | Reduce -6.5% | 577,445 | $87.7M |
| Macquarie Group Ltd. | 0.10% | Add +0.5% | 576,108 | $87.5M |
| Robeco Institutional Asset Management B.V. | 0.19% | Add +87.5% | 567,997 | $86.2M |
| Allianz Asset Management GmbH | 0.14% | Add +21.1% | 557,777 | $84.7M |
| California State Teachers Retirement System | 0.10% | Reduce -1.3% | 525,057 | $79.7M |
| Nomura Asset Management Co. Ltd. | 0.26% | Add +4.8% | 504,197 | $76.5M |
| Lasalle Investment Management Securities LLC | 3.23% | Add +4.3% | 497,590 | $75.5M |
| Heitman Real Estate Securities LLC | 4.58% | Add +0.0% | 476,764 | $72.4M |
| Aberdeen Group plc | 0.14% | Reduce -1.2% | 476,395 | $72.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -83.5% | 444,793 | $67.5M |
| Skandinaviska Enskilda Banken AB (publ) | 0.31% | Reduce -2.4% | 423,221 | $64.2M |
| Voloridge Investment Management, LLC | 0.23% | Add +30.3% | 410,934 | $62.4M |
| Stifel Financial Corp. | 0.07% | Add +0.9% | 393,999 | $59.8M |
| TCW Group Inc. | 0.52% | Add +14.2% | 379,811 | $57.7M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -1.1% | 378,529 | $57.5M |
| BNP Paribas Financial Markets | 0.06% | Reduce -49.4% | 350,171 | $53.2M |
| Citigroup Inc. | 0.05% | Reduce -21.1% | 345,214 | $52.4M |
| New York State Teachers Retirement System | 0.11% | Reduce -3.3% | 343,967 | $52.2M |
| Ensign Peak Advisors, Inc | 0.09% | No change | 342,012 | $51.9M |
| LPL Financial LLC | 0.03% | Reduce -8.1% | 339,755 | $51.6M |
| Castle Hook Partners LP | 1.73% | Reduce -31.4% | 329,863 | $50.1M |
| Lazard Asset Management LLC | 0.07% | Add +2.6% | 325,530 | $49.4M |
| State Board of Administration of Florida Retirement System | 0.10% | Reduce -9.5% | 321,621 | $48.8M |
| Worldquant Millennium Advisors LLC | 0.44% | New | 318,115 | $48.3M |
| Aew Capital Management L P | 2.29% | Add +2.2% | 311,515 | $47.3M |
| Allspring Global Investments Holdings, LLC | 0.08% | Add +9.3% | 311,361 | $47.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.11% | Add +15.0% | 309,749 | $47.0M |
| Storebrand Asset Management As | 0.15% | Add +13.3% | 299,094 | $45.4M |
| LSV Asset Management | 0.10% | Reduce -26.3% | 294,700 | $44.7M |
| Teacher Retirement System of Texas | 0.25% | Add +118.0% | 291,524 | $44.3M |
| Millennium Management | 0.04% | Add +53.3% | 289,729 | $44.0M |
| Uniplan Investment Counsel, Inc. | 3.96% | Reduce -13.7% | 280,793 | $42.6M |
| Pinebridge Investments, L.P. | 0.34% | Reduce -17.5% | 279,432 | $42.4M |
| Capital Advisors Inc. | 0.87% | Add +3.0% | 278,322 | $42.2M |
| State of New Jersey Common Pension Fund D | 0.18% | Reduce -34.1% | 269,605 | $40.9M |
| Raymond James & Associates | 0.03% | Add +1.4% | 268,258 | $40.7M |
| Los Angeles Capital Management LLC | 0.14% | Add +5778.7% | 265,954 | $40.4M |
| State of Tennessee, Department of Treasury | 0.15% | Reduce -16.4% | 264,900 | $40.2M |
| Retirement Systems of Alabama | 0.15% | Reduce -46.5% | 261,260 | $39.7M |
| Douglas Lane & Associates, LLC | 0.55% | Reduce -0.9% | 253,182 | $38.4M |
"% of holder's portfolio" is SPG's weight in each manager's 13F, not the share of Simon Property Group Inc. the manager owns.