Simon Property Group Ownership | Who Owns Simon Property Group?
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 3.93% of its assets in Simon Property Group shares.
SPG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Simon Property Group | 84.74% | 0.95% | 14.31% |
| Sector | Real Estate Stocks | 66.62% | 8.14% | 25.24% |
| Industry | Retail REIT Stocks | 76.66% | 8.21% | 15.13% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 46.18M | 14.17% | $7.01B |
| Blackrock | 33.82M | 10.38% | $5.13B |
| State street | 21.41M | 6.57% | $3.25B |
| Cohen & steers | 18.52M | 5.68% | $2.81B |
| Norges bank | 17.44M | 5.35% | $2.65B |
| Geode capital management | 9.13M | 2.80% | $1.39B |
| Morgan stanley | 5.70M | 1.75% | $865.48M |
| Fmr | 5.37M | 1.65% | $814.91M |
| Legal & general group | 4.80M | 1.47% | $727.94M |
| Dimensional fund advisors lp | 4.62M | 1.42% | $701.46M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Vert asset management | 120.93K | 7.32% | $18.36M |
| Adelante capital management | 577.45K | 6.92% | $87.66M |
| Smead capital management | 2.53M | 6.00% | $384.35M |
| Cohen & steers | 18.52M | 5.89% | $2.81B |
| American assets capital advisers | 120.79K | 5.81% | $18.34M |
| B&i capital | 108.63K | 5.27% | $16.49M |
| Gsi capital advisors | 57.27K | 5.13% | $8.69M |
| Cbre investment management listed real assets | 1.81M | 5.02% | $274.17M |
| Minneapolis portfolio management group | 241.56K | 4.96% | $36.67M |
| Heitman real estate securities | 476.76K | 4.58% | $72.37M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 17.44M | 0.40% | 17.44M |
| Barclays | 1.11M | 0.05% | 429.40K |
| Amundi | 1.31M | 0.07% | 422.95K |
| Strategic financial concepts | 424.07K | 0.00% | 421.56K |
| Deutsche bank ag\ | 3.19M | 0.22% | 420.77K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs asset management americas | 444.79K | 0.02% | -2.25M |
| Cohen & steers | 18.52M | 5.89% | -2.08M |
| Price t rowe associates inc /md/ | 3.67M | 0.07% | -758.12K |
| Daiwa securities group | 3.59M | 2.90% | -618.41K |
| Jpmorgan chase | 4.12M | 0.05% | -507.58K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 17.44M | 0.40% | 17.44M | $2.65B |
| Arrowstreet capital, limited partnership | 196.05K | 0.03% | 196.05K | $29.76M |
| Corebridge financial | 85.28K | 0.07% | 85.28K | $12.95M |
| Land & buildings investment management | 82.01K | 2.93% | 82.01K | $12.45M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 74.12K | 0.13% | 74.12K | $11.25M |
Sold Out
| Holder | Change |
|---|---|
| Soa wealth advisors, llc. | -1.00 |
| Bbjs financial advisors | -1.00 |
| Redwood wealth management group | -2.00 |
| Sandy spring bank | -3.00 |
| First command advisory services | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 1,027 | 0.59% | 274,207,966 | -3.29% | 83 | 1.12% | 433 | -2.91% | 357 | -1.11% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 12.83M | 3.93% | -34.52K |
| Vanguard Total Stock Mkt Idx Inv | 9.78M | 3.00% | -33.61K |
| Vanguard Institutional 500 Index Trust | 8.12M | 2.49% | 93.70K |
| Fidelity 500 Index | 3.77M | 1.15% | -247.98K |
| SPDR® S&P 500® ETF Trust | 3.76M | 1.15% | -20.88K |
| iShares Core S&P 500 ETF | 3.46M | 1.06% | 10.68K |
| Vanguard Mid Cap Index Institutional | 3.29M | 1.01% | 5.91K |
| Daiwa US-REIT Open Mother Fund | 2.88M | 0.88% | -581.09K |
| Cohen & Steers Real Estate Opportunities | 2.77M | 0.85% | -307.23K |
| Cohen & Steers Real Estate Securities A | 2.77M | 0.85% | -307.23K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 30, 2024 | HUBBARD ALLAN B | - | Buy | $61.90K |
| Sep 30, 2024 | STEWART MARTA R | - | Buy | $28.78K |
| Sep 30, 2024 | LEIBOWITZ REUBEN S | - | Buy | $75.79K |
| Sep 30, 2024 | Smith Daniel C. | - | Buy | $54.37K |
| Sep 30, 2024 | SELIG STEFAN M | - | Buy | $30.45K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | 11 | - |
| 2024 Q2 | 22 | - |
| 2024 Q1 | - | - |
| 2023 Q4 | 10 | - |
SPG Ownership FAQ
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