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Security record · archived quarter

SPG

Simon Property Group, Inc. · Real Estate · REIT - Retail

218.38 -0.3% mkt cap $70.82B quote delayed (FMP) · as of Aug 26 17:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
15Tracked holders
+1Δ holders
49.41MShares held
$8.51BReported value
+2New positions
−1Exits
Rising Conviction score 46/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +7.1% · share flow +0.9% · net new positions +6.7%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 164 -1 229.58M $51.32B +5 −5
Q1 2026 167 0 223.33M $41.64B +6 −7
Q4 2025 166 +1 250.10M $46.29B +3 −1
Q3 2025 21 +1 161.86M $30.37B +3 −3
Q2 2025 18 -2 138.03M $22.18B +1 −3
Q1 2025 17 +2 51.28M $8.51B +2
Q4 2024 15 +1 49.41M $8.51B +2 −1
Q3 2024 13 0 27.97M $4.73B +1 −1
Q2 2024 13 33.14M $5.03B
Holder count
Who holds it · Q4 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 State Street Global Advisors (passive) 21.01M $3.62B 0.1% n/c 1 SEC ↗
2 Norges Bank (passive) 11.96M -3.0% $2.06B 0.3% ▼ Trim 3 SEC ↗
3 Geode Capital Management (passive) 9.16M +2.6% $1.58B 0.1% ▲ Add 3 SEC ↗
4 Geode Capital Management (passive) 9.16M +2.6% $1.58B 0.1% ▲ Add 3 SEC ↗
5 T. Rowe Price 3.65M +2.3% $629.16M 0.1% ▲ Add 3 SEC ↗
6 T. Rowe Price 3.65M +2.3% $629.16M 0.1% ▲ Add 3 SEC ↗
7 T. Rowe Price 3.65M +2.3% $629.16M 0.1% ▲ Add 3 SEC ↗
8 T. Rowe Price 3.65M +2.3% $629.16M 0.1% ▲ Add 3 SEC ↗
9 Citadel Advisors 1.00M +266.1% $172.84M 0.2% ▲ Add 3 SEC ↗
10 Citadel Advisors 1.00M +266.1% $172.84M 0.2% ▲ Add 3 SEC ↗
11 Wellington Management 921.58K +4.2% $158.70M 0.0% ▲ Add 3 SEC ↗
12 Wellington Management 921.58K +4.2% $158.70M 0.0% ▲ Add 3 SEC ↗
13 Wellington Management 921.58K +4.2% $158.70M 0.0% ▲ Add 3 SEC ↗
14 Wellington Management 921.58K +4.2% $158.70M 0.0% ▲ Add 3 SEC ↗
15 Wellington Management 921.58K +4.2% $158.70M 0.0% ▲ Add 3 SEC ↗
16 Millennium Management 726.72K +3.2% $125.15M 0.1% ▲ Add 3 SEC ↗
17 Capital World Investors 695.53K New $119.78M 0.0% New 1 SEC ↗
18 AQR Capital Management 145.64K -19.0% $25.07M 0.0% ▼ Trim 3 SEC ↗
19 AQR Capital Management 145.64K -19.0% $25.07M 0.0% ▼ Trim 3 SEC ↗
20 AQR Capital Management 145.64K -19.0% $25.07M 0.0% ▼ Trim 3 SEC ↗
21 AQR Capital Management 145.64K -19.0% $25.07M 0.0% ▼ Trim 3 SEC ↗
22 AQR Capital Management 145.64K -19.0% $25.07M 0.0% ▼ Trim 3 SEC ↗
23 AQR Capital Management 145.64K -19.0% $25.07M 0.0% ▼ Trim 3 SEC ↗
24 D. E. Shaw & Co. 75.04K -60.5% $12.92M 0.0% ▼ Trim 3 SEC ↗
25 Arrowstreet Capital 26.96K -96.8% $4.64M 0.0% ▼ Trim 3 SEC ↗
26 Gotham Asset Management 15.37K -52.4% $2.65M 0.0% ▼ Trim 3 SEC ↗
27 Marshall Wace 12.55K +243.6% $2.16M 0.0% ▲ Add 2 SEC ↗
28 Marshall Wace 12.55K +243.6% $2.16M 0.0% ▲ Add 2 SEC ↗
29 GAMCO Investors 1.23K -3.9% $211,818 0.0% ▼ Trim 3 SEC ↗
30 Bridgewater Associates 1.18K New $203,036 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Capital World Investors $119.78M 0.0%
Bridgewater Associates $203,036 0.0%

Exited

Renaissance Technologies $3.63M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,296 holders, 286.64M shares, $50.47B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2024 · Methodology · Get this via the API