Simon Property Group Ownership | Who Owns Simon Property Group?
Simon Property Group Ownership Summary
Simon Property Group is owned by 89.15% institutional investors, 1.14% insiders, and 9.71% retail investors. Vanguard group is the largest institutional shareholder, holding 13.93% of SPG shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.82% of its assets in Simon Property Group shares.
SPG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Simon Property Group | 89.15% | 1.14% | 9.71% |
| Sector | Real Estate Stocks | 55.70% | 8.24% | 36.06% |
| Industry | Retail REIT Stocks | 68.11% | 8.29% | 23.61% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 45.42M | 13.93% | $7.82B |
| Blackrock funding, inc. /de | 38.98M | 11.95% | $6.71B |
| Blackrock | 33.82M | 10.38% | $5.13B |
| State street | 21.01M | 6.44% | $3.62B |
| Cohen & steers | 16.49M | 5.05% | $2.84B |
| Norges bank | 11.96M | 3.67% | $2.06B |
| Geode capital management | 9.16M | 2.81% | $1.58B |
| Morgan stanley | 5.70M | 1.75% | $865.48M |
| Jpmorgan chase | 4.71M | 1.44% | $811.20M |
| Dimensional fund advisors lp | 4.53M | 1.39% | $780.87M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Vert asset management | 125.40K | 7.39% | $21.59M |
| Smead capital management | 2.56M | 6.83% | $440.56M |
| Adelante capital management | 535.74K | 6.09% | $92.26M |
| Cohen & steers | 16.49M | 5.38% | $2.84B |
| B&i capital | 90.70K | 5.09% | $15.62M |
| Cbre investment management listed real assets | 1.58M | 4.83% | $272.80M |
| Pensionfund dsm netherlands | 44.71K | 4.78% | $7.70M |
| Land & buildings investment management | 134.38K | 4.69% | $23.14M |
| Waterfront capital partners | 144.60K | 4.57% | $24.90M |
| Barometer capital management | 69.45K | 4.51% | $11.27M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 11.96M | 0.27% | 11.96M |
| Blackrock funding, inc. /de | 38.98M | 0.14% | 3.27M |
| Resolution capital | 1.23M | 3.82% | 1.23M |
| Capital world investors | 695.53K | 0.02% | 695.53K |
| Hamlin capital management | 635.29K | 2.71% | 635.29K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cohen & steers | 16.49M | 5.38% | -1.60M |
| International assets investment management | 2.75K | 0.04% | -889.33K |
| Legal & general group | 3.74M | 0.17% | -855.73K |
| Arrowstreet capital, limited partnership | 26.96K | 0.00% | -828.42K |
| Nuveen asset management | 3.56M | 0.17% | -705.68K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 11.96M | 0.27% | 11.96M | $2.06B |
| Resolution capital | 1.23M | 3.82% | 1.23M | $212.59M |
| Capital world investors | 695.53K | 0.02% | 695.53K | $119.78M |
| Hamlin capital management | 635.29K | 2.71% | 635.29K | $109.40M |
| Raymond james financial | 455.21K | 0.03% | 455.21K | $78.39M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Bbjs financial advisors | -1.00 |
| Meadowbrook investment advisors | -2.00 |
| Westend advisors | -2.00 |
| Redwood wealth management group | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 1,177 | -0.08% | 290,765,779 | 5.05% | 89 | 1.24% | 547 | 1.67% | 402 | 0.75% |
| Sep 30, 2024 | 1,161 | 2.47% | 276,373,066 | -4.13% | 84 | 1.08% | 529 | 0.19% | 393 | 5.65% |
| Jun 30, 2024 | 1,114 | -1.68% | 287,843,544 | 5.93% | 88 | 1.27% | 522 | 1.75% | 364 | -5.70% |
| Mar 31, 2024 | 1,133 | 2.53% | 271,724,862 | -6.19% | 83 | 1.06% | 513 | -0.39% | 386 | -1.03% |
| Dec 31, 2023 | 1,105 | 7.59% | 289,662,247 | 5.64% | 88 | 1.26% | 515 | 18.94% | 390 | 9.24% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 12.47M | 3.82% | -144.57K |
| Vanguard US Total Market Shares ETF | 9.81M | 3.01% | 8.93K |
| Vanguard Total Stock Mkt Idx Inv | 9.78M | 3.00% | 36.94K |
| Vanguard Institutional 500 Index Trust | 8.51M | 2.61% | 60.19K |
| Fidelity 500 Index | 3.84M | 1.18% | 17.11K |
| SPDR® S&P 500 ETF | 3.81M | 1.17% | -55.80K |
| iShares Core S&P 500 ETF | 3.74M | 1.15% | 10.86K |
| SPDR® S&P 500® ETF Trust | 3.71M | 1.14% | -19.44K |
| SPDR® S&P 500® ETF | 3.67M | 1.12% | -61.56K |
| Vanguard Mid Cap Index Institutional | 3.35M | 1.03% | 14.42K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 31, 2025 | Jones Nina P | - | Buy | $3.63K |
| Mar 31, 2025 | LEWIS RANDALL J | - | Buy | $6.92K |
| Mar 31, 2025 | Roe Peggy Fang | - | Buy | $11.04K |
| Mar 31, 2025 | STEWART MARTA R | - | Buy | $30.32K |
| Mar 31, 2025 | Smith Daniel C. | - | Buy | $57.02K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | 11 | - |
| 2024 Q4 | 11 | - |
| 2024 Q3 | 11 | - |
| 2024 Q2 | 22 | - |
SPG Ownership FAQ
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