Simon Property GroupSPG

13F holders, Q3 2024 (September 30)
1,132holders +31
107new positions
73sold out
9famous investors
$168.98avg. 13F price*

At the end of Q3 2024, 1,132 institutions reported holding Simon Property Group Inc. (SPG) in their 13F filings, up 31 from Q2 2024. 107 opened new positions and 73 sold out. The largest holders were Vanguard Group Inc. ($7.7B), BlackRock, Inc. ($6.0B) and State Street Corp. ($3.6B). 9 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions107$183.9M
Exits73$49.0M

All 13F filers, Q2 2024 → Q3 2024: 13,170,003 shares bought and 14,851,942 shares sold, net −1,681,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,132 holders

Vanguard Group Inc. 0.14% Reduce -1.5% 45,474,467 $7.7B
BlackRock, Inc. 0.13% — 35,708,493 $6.0B
State Street Corp. 0.14% Reduce -1.6% 21,061,275 $3.6B
Cohen & Steers, Inc. 5.44% Reduce -2.3% 18,087,844 $3.1B
Norges Bank 0.29% Reduce -29.4% 12,323,948 $2.1B
Geode Capital Management, LLC 0.12% Reduce -2.3% 8,929,260 $1.5B
Bank of America Corp. 0.10% Add +0.5% 6,513,717 $1.1B
Morgan Stanley 0.07% Reduce -2.6% 5,551,454 $938.3M
Dimensional Fund Advisors LP 0.19% Reduce -1.9% 4,534,288 $766.4M
JPMorgan Chase & Co. 0.06% Add +7.2% 4,463,808 $754.5M
FMR LLC 0.04% Reduce -19.3% 4,330,039 $731.9M
Nuveen Asset Management, LLC 0.20% Reduce -5.4% 4,261,620 $720.3M
Legal & General Group Plc 0.18% Reduce -3.7% 4,083,586 $690.2M
Northern Trust Corp. 0.10% Reduce -4.8% 3,744,458 $632.9M
Invesco Ltd. 0.12% Add +6.1% 3,674,064 $621.0M
Charles Schwab Investment Management Inc. 0.12% Reduce -1.2% 3,573,111 $603.9M
T. Rowe Price Associates Inc. 0.07% Reduce -2.8% 3,572,065 $603.8M
Daiwa Securities Group Inc. 2.74% Reduce -3.1% 3,476,306 $587.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.14% Add +617.5% 3,191,296 $539.4M
Deutsche Bank AG 0.20% Reduce -7.0% 2,966,867 $501.5M
Smead Capital Management, Inc. 6.32% Add +3.5% 2,620,355 $442.9M
Boston Partners 0.47% Add +1.6% 2,341,736 $395.8M
Bank of New York Mellon Corp 0.07% Reduce -7.8% 2,265,535 $382.9M
Goldman Sachs Group Inc. 0.06% Reduce -15.9% 1,942,125 $328.3M
Centersquare Investment Management LLC 2.79% Reduce -2.0% 1,758,820 $297.3M
CBRE Investment Management Listed Real Assets LLC 4.55% Reduce -6.7% 1,685,059 $284.8M
Amundi 0.10% Add +19.4% 1,564,974 $262.4M
Sumitomo Mitsui Trust Group, Inc. 0.17% Add +1.8% 1,487,897 $251.5M
Russell Investments Group, Ltd. 0.35% Add +0.3% 1,429,185 $241.5M
Prudential Financial Inc. 0.34% Add +27.1% 1,428,366 $241.4M
Ameriprise Financial Inc. 0.06% Add +4.6% 1,411,434 $239.0M
Royal Bank of Canada 0.05% Add +13.0% 1,309,182 $221.3M
Principal Financial Group Inc. 0.12% Reduce -1.1% 1,277,828 $216.0M
Los Angeles Capital Management LLC 0.86% Add +373.6% 1,259,648 $212.9M
Neuberger Berman Group LLC 0.17% Add +101.3% 1,251,936 $211.6M
PGGM Investments 2.68% No change 1,238,123 $209.3M
UBS Group AG 0.06% Add +31.1% 1,234,829 $208.7M
HSBC Holdings PLC 0.13% Add +10.9% 1,191,955 $201.3M
Duff & Phelps Investment Management Co. 2.22% Add +6.9% 1,142,010 $193.0M
Canada Pension Plan Investment Board 0.17% Add +0.9% 1,075,197 $181.7M
Sei Investments Co. 0.23% Add +2.5% 1,070,343 $180.9M
Schroder Investment Management Group 0.17% Reduce -12.3% 997,562 $168.6M
Barclays PLC 0.07% Reduce -11.7% 978,900 $165.5M
Swiss National Bank 0.11% Add +0.3% 967,327 $163.5M
Panagora Asset Management Inc. 0.76% Reduce -3.7% 938,699 $158.7M
National Pension Service 0.15% Add +12.8% 929,095 $157.0M
Bessemer Group Inc. 0.25% Add +3.0% 902,907 $152.6M
Wells Fargo & Company 0.04% Add +8.6% 896,922 $151.6M
HighTower Advisors, LLC 0.22% Add +14.3% 893,411 $151.0M
Wellington Management Group LLP 0.03% Reduce -49.3% 884,192 $149.4M
APG Asset Management US Inc. 0.99% Reduce -0.6% 862,004 $146.2M
Arrowstreet Capital, Limited Partnership 0.12% Add +336.3% 855,372 $144.6M
Alliancebernstein L.P. 0.05% Add +1.3% 851,440 $143.9M
Franklin Resources Inc. 0.04% Reduce -0.8% 819,921 $140.8M
Bank of Montreal 0.07% Add +4.2% 829,394 $139.1M
Rhumbline Advisers 0.11% Reduce -4.5% 733,969 $124.1M
Parnassus Investments, LLC 0.26% Add +1.2% 718,854 $121.5M
Millennium Management 0.11% Add +143.1% 704,282 $119.0M
CANADA LIFE ASSURANCE Co 0.20% Reduce -7.6% 687,449 $116.3M
Caisse de depot et placement du Quebec 0.22% Add +295.3% 655,300 $110.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +2.2% 650,931 $110.0M
Macquarie Group Ltd. 0.11% Add +4.3% 600,728 $101.5M
Asset Management One Co., Ltd. 0.35% Reduce -4.2% 583,943 $98.7M
California Public Employees Retirement System 0.07% Reduce -4.5% 582,296 $98.4M
Allianz Asset Management GmbH 0.15% Add +4.2% 580,943 $98.2M
Public Employees Retirement System of Ohio 0.42% Reduce -4.4% 579,766 $98.0M
Lasalle Investment Management Securities LLC 3.57% Add +10.9% 551,782 $93.3M
California State Teachers Retirement System 0.10% Add +0.1% 525,329 $88.8M
Robeco Institutional Asset Management B.V. 0.18% Reduce -7.9% 523,298 $88.4M
Adelante Capital Management LLC 5.63% Reduce -10.6% 516,313 $87.3M
Nomura Asset Management Co. Ltd. 0.26% Reduce -3.4% 487,082 $82.3M
BNP Paribas Financial Markets 0.08% Add +36.4% 477,481 $80.7M
Heitman Real Estate Securities LLC 4.17% Reduce -5.1% 452,323 $76.5M
Skandinaviska Enskilda Banken AB (publ) 0.34% Add +3.0% 435,719 $73.6M
American Century Companies Inc. 0.04% Reduce -49.8% 417,832 $70.6M
TCW Group Inc. 0.59% Add +5.3% 400,026 $67.6M
Envestnet Asset Management Inc. 0.02% Add +4.1% 394,208 $66.6M
1832 Asset Management L.P. 0.11% Add +517394.7% 393,296 $66.5M
Voloridge Investment Management, LLC 0.23% Reduce -8.9% 374,497 $63.3M
Stifel Financial Corp. 0.07% Reduce -6.3% 369,014 $62.4M
LPL Financial LLC 0.03% Add +3.4% 351,327 $59.4M
Aberdeen Group plc 0.11% Reduce -26.7% 349,272 $58.9M
Ensign Peak Advisors, Inc 0.10% No change 342,012 $57.8M
PNC Financial Services Group, Inc. 0.04% Add +51.4% 335,906 $56.8M
KBC Group NV 0.17% Add +250.7% 325,704 $55.1M
New York State Teachers Retirement System 0.11% Reduce -6.4% 322,078 $54.4M
State Board of Administration of Florida Retirement System 0.10% Reduce -1.7% 316,281 $53.5M
Castle Hook Partners LP 1.59% Reduce -4.7% 314,252 $53.1M
Capital Advisors Inc. 1.06% Add +12.6% 313,477 $53.0M
Allspring Global Investments Holdings, LLC 0.08% Reduce -0.8% 309,029 $52.2M
Natixis 0.32% Add +2123.0% 306,548 $51.8M
Mitsubishi UFJ Trust & Banking Corp 0.12% Reduce -3.1% 300,106 $50.7M
Storebrand Asset Management As 0.16% Reduce -1.3% 295,365 $49.9M
LSV Asset Management 0.10% Reduce -4.8% 280,500 $47.4M
Raymond James & Associates 0.03% Add +2.4% 274,616 $46.4M
Citadel Advisors 0.05% Add +23.3% 274,151 $46.3M
Aew Capital Management L P 1.97% Reduce -13.2% 270,505 $45.7M
State of New Jersey Common Pension Fund D 0.19% Add +0.2% 270,070 $45.6M
AXA S.A. 0.13% Add +14.5% 267,199 $45.2M
Uniplan Investment Counsel, Inc. 3.89% Reduce -8.0% 258,378 $43.7M

"% of holder's portfolio" is SPG's weight in each manager's 13F, not the share of Simon Property Group Inc. the manager owns.

Show all 1,132 holders