Simon Property Group Inc (SPG) Ownership

176.07 ↑2.54 (1.46%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Simon Property Group Inc (SPG), owning a total of 45.5 million shares. Combined, the top 29 institutional holders of SPG own 74.89% of the company with a total of 244.4 million shares.

In the latest ownership report on September 30th 2024, the top 29 institutional holders decreased their combined ownership of SPG by 6.4 million shares. 5 institutions bought 3,427,201 total additional shares and increased their ownership by an average of 127.21%. However 14 institutions sold 9,781,794 total shares and decreased their ownership by an average of 7.77%.

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 -6,354,593 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc13.937%-1.521%45,474,467-702,5312024-09-30
State Street Corp6.455%-1.637%21,061,275-350,5142024-09-30
Cohen & Steers Inc5.544%-2.335%18,087,844-432,3722024-09-30
Geode Capital Management, LLC2.737%-2.252%8,929,260-205,6842024-09-30
Bank of America Corp1.996%0.500%6,513,71732,3812024-09-30
Morgan Stanley - Brokerage Accounts1.701%-51.316%5,551,454-5,851,4862024-09-30
Legal & General Group PLC1.408%-4.179%4,595,005-200,4052024-09-30
Dimensional Fund Advisors, Inc.1.390%-1.877%4,534,288-86,7312024-09-30
JPMorgan Chase & Co1.368%8.461%4,463,808348,2312024-09-30
FMR Inc1.327%-19.341%4,330,039-1,038,2562024-09-30
Nuveen Asset Management, LLC1.306%-5.420%4,261,620-244,2302024-09-30
Northern Trust Corp1.148%-4.848%3,744,458-190,7702024-09-30
Amvescap Plc.1.126%6.115%3,674,064211,7082024-09-30
Charles Schwab Investment Management Inc1.095%-1.178%3,573,111-42,6052024-09-30
T. Rowe Price Associates, Inc.1.095%-2.782%3,572,065-102,2202024-09-30
Daiwa Securities Group Inc1.065%-3.111%3,476,306-111,6012024-09-30
UBS Asset Mgmt Americas Inc0.978%617.479%3,191,2962,746,5032024-09-30
Deutsche Bank AG0.909%-6.973%2,966,867-222,3892024-09-30
Smead Capital Management Inc0.803%3.491%2,620,35588,3782024-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc13.937%-1.521%45,474,467-702,5312024-09-30
BlackRock Inc10.364%0.101%33,816,43834,1622024-06-30
State Street Corporation6.500%-6.797%21,191,638-1,545,3642024-03-31
State Street Corp6.455%-1.637%21,061,275-350,5142024-09-30
Cohen & Steers Inc5.544%-2.335%18,087,844-432,3722024-09-30
NORGES BANK5.346%-2.855%17,442,875-512,6872024-06-30
Geode Capital Management, LLC2.737%-2.252%8,929,260-205,6842024-09-30
Bank of America Corp1.996%0.500%6,513,71732,3812024-09-30
Morgan Stanley - Brokerage Accounts1.701%-51.316%5,551,454-5,851,4862024-09-30
Legal & General Group PLC1.408%-4.179%4,595,005-200,4052024-09-30
Dimensional Fund Advisors, Inc.1.390%-1.877%4,534,288-86,7312024-09-30
JPMorgan Chase & Co1.368%8.461%4,463,808348,2312024-09-30
FMR Inc1.327%-19.341%4,330,039-1,038,2562024-09-30
Nuveen Asset Management, LLC1.306%-5.420%4,261,620-244,2302024-09-30
Northern Trust Corp1.148%-4.848%3,744,458-190,7702024-09-30
Amvescap Plc.1.126%6.115%3,674,064211,7082024-09-30
Charles Schwab Investment Management Inc1.095%-1.178%3,573,111-42,6052024-09-30
T. Rowe Price Associates, Inc.1.095%-2.782%3,572,065-102,2202024-09-30
Daiwa Securities Group Inc1.065%-3.111%3,476,306-111,6012024-09-30
UBS Asset Mgmt Americas Inc0.978%617.479%3,191,2962,746,5032024-09-30
Deutsche Bank AG0.909%-6.973%2,966,867-222,3892024-09-30
Goldman Sachs Group Inc0.870%-6.484%2,836,867-196,6912023-12-31
Envestnet Asset Management Inc0.807%567.930%2,639,4002,244,2392023-03-31
Smead Capital Management Inc0.803%3.491%2,620,35588,3782024-09-30
CenterSquare Investment Management LLC0.764%1.472%2,496,26036,2102022-09-30
Bank of New York Mellon Corp0.754%-3.326%2,457,802-84,5702024-06-30
Massachusetts Financial Services Company0.746%20.609%2,440,656417,0492022-12-31
CBRE Investment Management Listed Real Assets LLC0.697%9.694%2,277,244201,2542022-12-31
Ameriprise Financial Inc0.657%-8.582%2,147,576-201,6142022-09-30

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of Simon Property Group Inc (SPG), owning a total of 12.6 million shares. Combined, the top 28 mutual fund holders of SPG own 33.07% of the company with a total of 107.9 million shares.

In the latest ownership report on November 30th 2024, the top 28 fund holders increased their combined ownership of SPG by 197 thousand shares. 5 funds bought 183,113 total additional shares and increased their ownership by an average of 0.73%. However 6 funds sold 379,896 total shares and decreased their ownership by an average of 0.92%.

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 -196,783 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Real Estate Index Investor3.849%-2.142%12,556,655-274,8442024-11-30
Vanguard Total Stock Mkt Idx Inv2.984%-0.404%9,736,486-39,5372024-11-30
Vanguard Institutional 500 Index Trust2.526%1.432%8,240,523116,3092024-11-30
SPDR® S&P 500® ETF Trust1.158%0.594%3,777,06322,3202024-11-30
iShares Core S&P 500 ETF1.062%0.000%3,463,65902024-11-30
Vanguard Mid Cap Index Institutional1.012%0.526%3,302,93917,2712024-11-30
Vanguard Value Index Inv0.813%0.950%2,651,90924,9452024-11-30
Smead US Value Composite0.688%-0.983%2,243,801-22,2712024-11-30
Smead Value Investor0.688%-0.983%2,243,801-22,2712024-11-30
Vanguard Real Estate II Index0.638%-0.594%2,081,065-12,4382024-11-30
Vanguard Institutional Index I0.595%-0.438%1,940,004-8,5352024-11-30
Schwab US REIT ETF™0.545%0.128%1,779,5302,2682024-11-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Real Estate Index Investor3.849%-2.142%12,556,655-274,8442024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr3.102%1.769%10,120,726175,9232023-03-31
Vanguard Total Stock Mkt Idx Inv2.984%-0.404%9,736,486-39,5372024-11-30
Vanguard Institutional 500 Index Trust2.526%1.432%8,240,523116,3092024-11-30
Vanguard 500 Index Investor2.408%0.611%7,877,36347,8032023-08-31
SPDR® S&P 500 ETF Trust1.196%0.698%3,897,16527,0202024-05-30
Fidelity® 500 Index1.169%0.641%3,812,69424,2652023-11-30
SPDR® S&P 500® ETF Trust1.158%0.594%3,777,06322,3202024-11-30
Fidelity 500 Index1.153%-0.164%3,761,309-6,1822024-10-31
iShares Core S&P 500 ETF1.062%0.000%3,463,65902024-11-30
Vanguard Mid Cap Index Institutional1.012%0.526%3,302,93917,2712024-11-30
Daiwa US-REIT Open Mother Fund0.882%-16.796%2,878,632-581,0862024-03-18
Cohen & Steers Real Estate Securities A0.850%-9.978%2,771,892-307,2262024-09-30
Cohen & Steers Real Estate Opportunities0.850%-9.978%2,771,892-307,2262024-09-30
Cohen & Steers Instl Realty Shares0.831%-3.502%2,711,393-98,4072024-09-30
Vanguard Value Index Inv0.813%0.950%2,651,90924,9452024-11-30
Cohen & Steers Realty Shares L0.756%6.787%2,467,181156,8042024-09-30
Smead US Value Composite0.688%-0.983%2,243,801-22,2712024-11-30
Smead Value Investor0.688%-0.983%2,243,801-22,2712024-11-30
The Real Estate Select Sector SPDR®0.649%0.400%2,116,9178,4282024-11-29
Vanguard Real Estate II Index0.638%-0.594%2,081,065-12,4382024-11-30
Real Estate Select Sector SPDR®0.608%0.065%1,982,8461,2842024-05-30
Vanguard Institutional Index I0.595%-0.438%1,940,004-8,5352024-11-30
DFA Real Estate Securities I0.563%1.211%1,835,99221,9602024-10-31
JHancock Disciplined Value Mid Cap I0.559%5.851%1,823,545100,7912024-10-31
Schwab US REIT ETF™0.545%0.128%1,779,5302,2682024-11-30
State St S&P 500® Indx SL Cl III0.477%0.039%1,557,5066002023-10-31
TIAA-CREF Real Estate Sec Instl0.467%0.000%1,525,00002023-01-31

Discussions

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Modok

$SPG good place to average up

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