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Simon Property Group Ownership | Who Owns Simon Property Group?

OverviewForecastRevenueFinancialsChartTranscripts

Simon Property Group Ownership Summary

Simon Property Group is owned by 84.74% institutional investors, 0.95% insiders, and 14.31% retail investors. Vanguard group is the largest institutional shareholder, holding 14.17% of SPG shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.85% of its assets in Simon Property Group shares.

SPG Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSimon Property Group84.74%0.95%14.31%
SectorReal Estate Stocks 66.63%8.14%25.23%
IndustryRetail REIT Stocks 76.66%8.21%15.13%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group46.18M14.17%$7.01B
Blackrock33.82M10.38%$5.13B
State street21.41M6.57%$3.25B
Cohen & steers18.52M5.68%$2.81B
Norges bank17.44M5.35%$2.65B
Geode capital management9.13M2.80%$1.39B
Morgan stanley5.70M1.75%$865.48M
Fmr5.37M1.65%$814.91M
Legal & general group4.80M1.47%$727.94M
Dimensional fund advisors lp4.62M1.42%$701.46M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Vert asset management125.40K7.39%$21.59M
Adelante capital management577.45K6.92%$87.66M
Smead capital management2.53M6.00%$384.35M
Cohen & steers18.52M5.89%$2.81B
American assets capital advisers120.79K5.81%$18.34M
B&i capital108.63K5.27%$16.49M
Gsi capital advisors57.27K5.13%$8.69M
Cbre investment management listed real assets1.81M5.02%$274.17M
Minneapolis portfolio management group241.56K4.96%$36.67M
Pensionfund dsm netherlands44.71K4.78%$7.70M

Top Buyers

HolderShares% AssetsChange
Norges bank17.44M0.40%17.44M
Hamlin capital management635.29K2.71%635.29K
Kbc group nv880.31K0.42%554.61K
Barclays1.11M0.05%429.40K
Amundi1.31M0.07%422.95K

Top Sellers

HolderShares% AssetsChange
Ubs asset management americas444.79K0.02%-2.25M
Cohen & steers18.52M5.89%-2.08M
International assets investment management2.75K0.04%-889.33K
Price t rowe associates inc /md/3.67M0.07%-758.12K
Daiwa securities group3.59M2.90%-618.41K

New Positions

HolderShares% AssetsChangeValue
Norges bank17.44M0.40%17.44M$2.65B
Hamlin capital management635.29K2.71%635.29K$109.40M
Arrowstreet capital, limited partnership196.05K0.03%196.05K$29.76M
Artemis investment management llp143.47K0.35%143.47K$24.71M
Corebridge financial85.28K0.07%85.28K$12.95M

Sold Out

HolderChange
Bbjs financial advisors-1.00
Mendota financial group-1.00
Meadowbrook investment advisors-2.00
Westend advisors-2.00
Redwood wealth management group-2.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20241,1612.47%276,373,066-4.13%841.08%5290.19%3935.65%
Jun 30, 20241,114-1.68%287,843,5445.93%881.27%5221.75%364-5.70%
Mar 31, 20241,1332.53%271,724,862-6.19%831.06%513-0.39%386-1.03%
Dec 31, 20231,1057.59%289,662,2475.64%881.26%51518.94%3909.24%
Sep 30, 20231,0270.59%274,207,966-3.29%831.12%433-2.91%357-1.11%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Real Estate Index Investor12.57M3.85%13.54K
Vanguard Total Stock Mkt Idx Inv9.71M2.98%-23.43K
Vanguard Institutional 500 Index Trust8.31M2.55%64.79K
Fidelity 500 Index3.81M1.17%20.13K
SPDR® S&P 500® ETF Trust3.77M1.16%-180.00
iShares Core S&P 500 ETF3.58M1.10%-6.15K
Vanguard Mid Cap Index Institutional3.33M1.02%29.37K
Vanguard Value Index Inv2.64M0.81%-12.53K
Cohen & Steers Instl Realty Shares2.63M0.81%-82.27K
Cohen & Steers Realty Shares L2.47M0.76%-

Recent Insider Transactions

DateNameRoleActivityValue
Dec 30, 2024STEWART MARTA R-Buy$29.84K
Dec 30, 2024Smith Daniel C.-Buy$56.31K
Dec 30, 2024SELIG STEFAN M-Buy$31.53K
Dec 30, 2024Roe Peggy Fang-Buy$10.96K
Dec 30, 2024RODKIN GARY M-Buy$35.91K

Insider Transactions Trends

DateBuySell
2024 Q4--
2024 Q311-
2024 Q222-
2024 Q1--
2023 Q410-

SPG Ownership FAQ

Who Owns Simon Property Group?

Simon Property Group shareholders are primarily institutional investors at 84.74%, followed by 0.95% insiders and 14.31% retail investors. The average institutional ownership in Simon Property Group's industry, Retail REIT Stocks , is 76.66%, which Simon Property Group exceeds.

Who owns the most shares of Simon Property Group?

Simon Property Group’s largest shareholders are Vanguard group (46.18M shares, 14.17%), Blackrock (33.82M shares, 10.38%), and State street (21.41M shares, 6.57%). Together, they hold 31.11% of Simon Property Group’s total shares outstanding.

Does Blackrock own Simon Property Group?

Yes, BlackRock owns 10.38% of Simon Property Group, totaling 33.82M shares as of Jun 2024. This represents 0.12% of BlackRock's total assets, with a market value of 5.13B$. In the last quarter, BlackRock increased its holdings by 34.16K shares, a 0.10% change.

Who is Simon Property Group’s biggest shareholder by percentage of total assets invested?

Vert asset management is Simon Property Group’s biggest shareholder by percentage of total assets invested, with 7.39% of its assets in 125.4K Simon Property Group shares, valued at 21.59M$.

Who is the top mutual fund holder of Simon Property Group shares?

Vanguard Real Estate Index Investor is the top mutual fund holder of Simon Property Group shares, with 3.85% of its total shares outstanding invested in 12.57M Simon Property Group shares.

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