Simon Property Group Inc (SPG) Ownership

150.40 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Simon Property Group Inc (SPG), owning a total of 45.4 million shares. Combined, the top 30 institutional holders of SPG own 75.48% of the company with a total of 246.3 million shares.

In the latest ownership report on December 31st 2024, the top 30 institutional holders decreased their combined ownership of SPG by 6.9 million shares. 9 institutions bought 6,756,517 total additional shares and increased their ownership by an average of 11.60%. However 11 institutions sold 13,674,701 total shares and decreased their ownership by an average of 13.02%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Simon Property Group decreased by a net total of -6,918,184 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	13.923%	-0.114%	45,422,495	-51,972	2024-12-31
BlackRock Inc	11.949%	9.171%	38,983,323	3,274,830	2024-12-31
State Street Corp	6.440%	-0.244%	21,009,908	-51,367	2024-12-31
Cohen & Steers Inc	5.054%	-8.849%	16,487,347	-1,600,497	2024-12-31
NORGES BANK	3.666%	-31.438%	11,959,267	-5,483,608	2024-12-31
Geode Capital Management, LLC	2.808%	2.587%	9,160,242	230,982	2024-12-31
Bank of America Corp	1.974%	-1.155%	6,438,458	-75,259	2024-12-31
Morgan Stanley - Brokerage Accounts	1.686%	-0.914%	5,500,726	-50,728	2024-12-31
Northern Trust Corp	1.674%	45.892%	5,462,856	1,718,398	2024-12-31
JPMorgan Chase & Co	1.444%	-47.236%	4,710,538	-4,217,078	2024-12-31
Dimensional Fund Advisors, Inc.	1.390%	0.004%	4,534,484	196	2024-12-31
Amvescap Plc.	1.292%	14.766%	4,216,575	542,511	2024-12-31
FMR Inc	1.154%	-13.035%	3,765,599	-564,440	2024-12-31
Legal & General Group PLC	1.146%	-8.432%	3,739,279	-344,307	2024-12-31
T. Rowe Price Associates, Inc.	1.120%	2.278%	3,653,424	81,359	2024-12-31
Charles Schwab Investment Management Inc	1.115%	1.803%	3,637,529	64,418	2024-12-31
Deutsche Bank AG	1.101%	21.032%	3,590,867	624,000	2024-12-31
Nuveen Asset Management, LLC	1.090%	-16.559%	3,555,940	-705,680	2024-12-31
UBS Asset Mgmt Americas Inc	1.046%	6.888%	3,411,119	219,823	2024-12-31
Daiwa Securities Group Inc	0.903%	-15.239%	2,946,541	-529,765	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	13.923%	-0.114%	45,422,495	-51,972	2024-12-31
BlackRock Inc	11.949%	9.171%	38,983,323	3,274,830	2024-12-31
State Street Corporation	6.500%	-6.797%	21,191,638	-1,545,364	2024-03-31
State Street Corp	6.440%	-0.244%	21,009,908	-51,367	2024-12-31
Cohen & Steers Inc	5.054%	-8.849%	16,487,347	-1,600,497	2024-12-31
NORGES BANK	3.666%	-31.438%	11,959,267	-5,483,608	2024-12-31
Geode Capital Management, LLC	2.808%	2.587%	9,160,242	230,982	2024-12-31
Bank of America Corp	1.974%	-1.155%	6,438,458	-75,259	2024-12-31
Morgan Stanley - Brokerage Accounts	1.686%	-0.914%	5,500,726	-50,728	2024-12-31
Northern Trust Corp	1.674%	45.892%	5,462,856	1,718,398	2024-12-31
JPMorgan Chase & Co	1.444%	-47.236%	4,710,538	-4,217,078	2024-12-31
Dimensional Fund Advisors, Inc.	1.390%	0.004%	4,534,484	196	2024-12-31
Amvescap Plc.	1.292%	14.766%	4,216,575	542,511	2024-12-31
FMR Inc	1.154%	-13.035%	3,765,599	-564,440	2024-12-31
Legal & General Group PLC	1.146%	-8.432%	3,739,279	-344,307	2024-12-31
T. Rowe Price Associates, Inc.	1.120%	2.278%	3,653,424	81,359	2024-12-31
Charles Schwab Investment Management Inc	1.115%	1.803%	3,637,529	64,418	2024-12-31
Deutsche Bank AG	1.101%	21.032%	3,590,867	624,000	2024-12-31
Nuveen Asset Management, LLC	1.090%	-16.559%	3,555,940	-705,680	2024-12-31
UBS Asset Mgmt Americas Inc	1.046%	6.888%	3,411,119	219,823	2024-12-31
Deutsche Bank AG USD	0.909%	-6.973%	2,966,867	-222,389	2024-09-30
Daiwa Securities Group Inc	0.903%	-15.239%	2,946,541	-529,765	2024-12-31
Goldman Sachs Group Inc	0.870%	-6.484%	2,836,867	-196,691	2023-12-31
Envestnet Asset Management Inc	0.807%	567.930%	2,639,400	2,244,239	2023-03-31
Smead Capital Management Inc	0.803%	3.491%	2,620,355	88,378	2024-09-30
CenterSquare Investment Management LLC	0.764%	1.472%	2,496,260	36,210	2022-09-30
Bank of New York Mellon Corp	0.754%	-3.326%	2,457,802	-84,570	2024-06-30
Massachusetts Financial Services Company	0.746%	20.609%	2,440,656	417,049	2022-12-31
CBRE Investment Management Listed Real Assets LLC	0.697%	9.694%	2,277,244	201,254	2022-12-31
Ameriprise Financial Inc	0.657%	-8.582%	2,147,576	-201,614	2022-09-30

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of Simon Property Group Inc (SPG), owning a total of 12.5 million shares. Combined, the top 28 mutual fund holders of SPG own 32.73% of the company with a total of 106.8 million shares.

In the latest ownership report on March 31st 2025, the top 28 fund holders increased their combined ownership of SPG by 77 thousand shares. 2 funds bought 50,494 total additional shares and increased their ownership by an average of 1.10%. However 2 funds sold 127,528 total shares and decreased their ownership by an average of 2.8%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Simon Property Group decreased by a net total of -77,034 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P 500 ETF	1.147%	0.291%	3,741,918	10,860	2025-03-31
SPDR® S&P 500® ETF Trust	1.137%	-0.521%	3,710,643	-19,440	2025-03-31
The Real Estate Select Sector SPDR®	0.645%	1.919%	2,105,325	39,634	2025-03-31
Smead US Value Composite	0.619%	-5.084%	2,017,837	-108,088	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	3.822%	-1.146%	12,469,426	-144,574	2025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	3.102%	1.769%	10,120,726	175,923	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.998%	0.379%	9,779,984	36,935	2025-02-28
Vanguard Institutional 500 Index Trust	2.608%	0.713%	8,507,148	60,187	2025-02-28
Vanguard 500 Index Investor	2.408%	0.611%	7,877,363	47,803	2023-08-31
SPDR® S&P 500 ETF Trust	1.196%	0.698%	3,897,165	27,020	2024-05-30
Fidelity 500 Index	1.177%	0.447%	3,841,150	17,105	2025-02-28
Fidelity® 500 Index	1.169%	0.641%	3,812,694	24,265	2023-11-30
iShares Core S&P 500 ETF	1.147%	0.291%	3,741,918	10,860	2025-03-31
SPDR® S&P 500® ETF Trust	1.137%	-0.521%	3,710,643	-19,440	2025-03-31
Vanguard Mid Cap Index Institutional	1.026%	0.433%	3,347,227	14,423	2025-02-28
Vanguard Value Index Inv	0.822%	0.933%	2,680,741	24,766	2025-02-28
Cohen & Steers Instl Realty Shares	0.806%	-3.034%	2,629,119	-82,274	2024-12-31
Cohen & Steers Realty Shares L	0.756%	0.000%	2,467,181	0	2024-12-31
Cohen & Steers Real Estate Opportunities	0.753%	-11.423%	2,455,260	-316,632	2024-12-31
Cohen & Steers Real Estate Securities A	0.753%	-11.423%	2,455,260	-316,632	2024-12-31
Daiwa US-REIT Open Mother Fund	0.696%	-21.105%	2,271,099	-607,533	2024-09-17
Smead Value Investor	0.652%	-2.188%	2,125,925	-47,548	2025-02-28
The Real Estate Select Sector SPDR®	0.645%	1.919%	2,105,325	39,634	2025-03-31
Vanguard Real Estate II Index	0.641%	-0.451%	2,092,662	-9,480	2025-02-28
Smead US Value Composite	0.619%	-5.084%	2,017,837	-108,088	2025-03-31
Real Estate Select Sector SPDR®	0.608%	0.065%	1,982,846	1,284	2024-05-30
Vanguard Institutional Index I	0.583%	-1.229%	1,901,165	-23,653	2025-02-28
DFA Real Estate Securities I	0.563%	0.000%	1,835,992	0	2025-02-28
JHancock Disciplined Value Mid Cap I	0.555%	0.000%	1,810,198	0	2025-01-31
Schwab US REIT ETF™	0.545%	0.128%	1,779,530	2,268	2024-11-30
State St S&P 500® Indx SL Cl III	0.477%	0.039%	1,557,506	600	2023-10-31
TIAA-CREF Real Estate Sec Instl	0.467%	0.000%	1,525,000	0	2023-01-31