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Simon Property Group Inc.

SPG
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001063761

In the last 90 days, Simon Property Group Inc. insiders filed 11 open-market purchases and 0 sales; 1,363 institutions reported holding it in 13F filings for Q2 2026, worth $67.7B in total; no superinvestor holds it.

Other share classesSPG.PJ

13F holders, Q1 2021

Institutional positions in Simon Property Group Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
847
No complete 13F data for Q4 2020
Shares held
288.2M
No complete 13F data for Q4 2020
Total value
$32.7B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting SPG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 847 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ1 2021: $32.7B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$32.7B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Simon Property Group Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SPG in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Logan Capital Management Inc1$00.00%––
Plante Moran Financial Advisors, LLC2$00.00%––
Simplex Trading, LLC67,259$00.00%––
Lenox Wealth Advisors, LLC1$00.00%––
MPS Loria Financial Planners, LLC13$1.00K0.00%––
Global Retirement Partners, LLC8$1.00K0.00%––
TFC Financial Management8$1.00K0.00%––
Accel Wealth Management7$1.00K0.00%––
SOA Wealth Advisors, LLC.13$1.00K0.00%––
Thompson Siegel & Walmsley LLC14$2.00K0.00%––
Prestige Wealth Management Group LLC18$2.00K0.00%––
Caldwell Trust Co22$2.50K0.00%––
ClariVest Asset Management LLC22$3.00K0.00%––
Edge Wealth Management LLC28$3.00K0.00%––
JNBA Financial Advisors23$3.00K0.00%––
Horan Securities, Inc.25$3.00K0.00%––
Institutional & Family Asset Management, LLC24$3.00K0.00%––
Patriot Financial Group Insurance Agency, LLC29$3.00K0.00%––
Bogart Wealth, LLC26$3.00K0.00%––
Standard Family Office LLC22$3.00K0.00%––
Raffa Wealth Management, LLC34$3.87K0.00%––
WealthShield Partners, LLC33$4.00K0.00%––
Resolute Partners Group90$4.00K0.00%––
Manchester Financial Inc46$5.00K0.00%––
Crescent Capital Consulting, LLC40$5.00K0.00%––
Northwest Investment Counselors, LLC56$6.00K0.00%––
San Francisco Sentry Investment Group (Ca)52$6.00K0.00%––
Ashburton (Jersey) Ltd49$6.00K0.00%––
Brewin Dolphin Ltd60$6.83K0.00%––
JJJ Advisors Inc.59$7.00K0.00%––
Princeton Global Asset Management LLC63$7.00K0.00%––
TD Ameritrade Investment Management, LLC106$9.00K0.00%––
Gradient Investments LLC83$9.00K0.00%––
Cordasco Financial Network75$9.00K0.01%––
Gemmer Asset Management LLC75$9.00K0.00%––
RPG Investment Advisory, LLC75$9.00K0.00%––
Center for Financial Planning, Inc.76$9.00K0.00%––
Stephenson National Bank & Trust91$10.0K0.01%––
BerganKDV Wealth Management, LLC84$10.0K0.00%––
Sutton Wealth Advisors Inc.96$10.9K0.00%––
Toth Financial Advisory Corp100$11.0K0.00%––
North Star Investment Management Corp.100$11.0K0.00%––
Wealthcare Capital Management LLC96$11.0K0.00%––
Stonebridge Capital Advisors LLC100$11.0K0.00%––
FinTrust Capital Advisors, LLC100$11.0K0.00%––
Simon Quick Advisors, LLC100$11.0K0.00%––
DB Wealth Management Group, LLC100$11.0K0.01%––
Archer Investment Corp102$11.6K0.00%––
Highlander Capital Management, LLC109$12.0K0.01%––
TCI Wealth Advisors, Inc.104$12.0K0.01%––
Hudock, Inc.118$13.0K0.00%––
Jacobi Capital Management LLC110$13.0K0.00%––
CoreFirst Bank & Trust110$13.0K0.01%––
West Paces Advisors Inc.121$13.8K0.01%––
Enterprise Financial Services Corp119$14.0K0.00%––
Capital Advisory Group Advisory Services, LLC135$15.0K0.01%––
FourThought Financial, LLC138$15.0K0.00%––
Column Capital Advisors, LLC137$16.0K0.00%––
Tarbox Family Office, Inc.140$16.0K0.00%––
Sargent Bickham Lagudis LLC150$17.0K0.00%––
Atwood & Palmer Inc155$18.0K0.00%––
Private Ocean, LLC159$18.0K0.00%––
McCarthy Asset Management, Inc.159$18.0K0.01%––
Better Money Decisions, LLC155$18.0K0.02%––
AlphaMark Advisors, LLC165$19.0K0.01%––
Certified Advisory Corp169$19.0K0.00%––
Earnest Partners LLC178$20.0K0.00%––
CSat Investment Advisory, L.P.180$20.0K0.02%––
Joseph P. Lucia & Associates, LLC175$20.0K0.01%––
Key Financial Inc184$21.0K0.01%––
Sun Life Financial INC192$22.0K0.00%––
Norway Savings Bank195$22.0K0.01%––
Exchange Traded Concepts, LLC207$24.0K0.00%––
Zions Bancorporation, N.A.214$24.0K0.00%––
Ameritas Investment Company, LLC217$24.7K0.00%––
Bartlett & Co. Wealth Management LLC226$25.7K0.00%––
Valley National Advisers Inc225$26.0K0.01%––
Bartlett & Co. LLC226$26.0K0.00%––
KB Financial Partners, LLC236$27.0K0.01%––
First Horizon Corp247$28.0K0.00%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA250$28.4K0.04%––
Hexagon Capital Partners LLC256$29.0K0.01%––
Adirondack Trust Co268$30.0K0.02%––
Glassman Wealth Services263$30.0K0.01%––
Benjamin F. Edwards & Company, Inc.274$31.0K0.00%––
Wealthcare Advisory Partners LLC288$33.0K0.00%––
State of Wyoming292$33.0K0.05%––
Arrow Financial Corp295$34.0K0.00%––
Baystate Wealth Management LLC298$34.0K0.00%––
Carmichael Hill & Associates, Inc.300$34.0K0.02%––
Anchor Investment Management, LLC325$37.0K0.01%––
Carolinas Wealth Consulting LLC327$37.0K0.01%––
Sterling Financial Planning, Inc.324$37.0K0.03%––
Duncker Streett & Co Inc336$38.0K0.01%––
JCIC Asset Management Inc.336$38.0K0.01%––
CVA Family Office, LLC360$41.0K0.02%––
Mine & Arao Wealth Creation & Management, LLC.356$41.0K0.03%––
Evolution Wealth Advisors, LLC370$42.0K0.01%––
Wagner Wealth Management, LLC380$43.0K0.03%––
Hoey Investments, Inc375$43.0K0.02%––