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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
Atlas Capital Advisors LLC383$43.6K0.01%––
Massmutual Trust Co FSB398$45.0K0.00%––
Covington Capital Management403$46.0K0.00%––
Sonora Investment Management, LLC400$46.0K0.00%––
Ancora Advisors, LLC400$46.0K0.00%––
Barrett Asset Management, LLC400$46.0K0.00%––
Spectrum Management Group, LLC423$48.0K0.01%––
Webster Bank, N. A.429$49.0K0.01%––
CX Institutional433$49.0K0.00%––
Brown Brothers Harriman & Co437$50.0K0.00%––
AdvisorNet Financial, Inc450$51.0K0.00%––
First Financial Corp470$53.0K0.04%––
Proequities, Inc.465$53.0K0.00%––
Meridian Wealth Partners, LLC465$53.0K0.02%––
Delta Asset Management LLC475$54.0K0.01%––
Farmers & Merchants Investments Inc479$54.0K0.00%––
Costello Asset Management, INC477$54.0K0.04%––
First Manhattan Co500$56.0K0.00%––
MV Capital Management, Inc.508$58.0K0.01%––
Howe & Rusling Inc520$59.0K0.01%––
Capital Analysts, LLC530$60.0K0.00%––
Financial Management Professionals, Inc.533$61.0K0.02%––
Smithfield Trust Co556$63.0K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC566$64.0K0.01%––
Parkside Financial Bank & Trust576$66.0K0.02%––
Silvant Capital Management LLC591$67.0K0.01%––
Healthcare of Ontario Pension Plan Trust Fund629$72.0K0.00%––
Ellevest, Inc.641$73.0K0.01%––
Lindbrook Capital, LLC697$79.0K0.02%––
First Horizon Advisors, Inc.755$86.0K0.00%––
Penserra Capital Management LLC771$87.0K0.00%––
Private Capital Group, LLC778$88.0K0.02%––
Concord Wealth Partners783$89.0K0.03%––
Alpha DNA Investment Management LLC800$91.0K0.10%––
Rosenberg Matthew Hamilton811$92.0K0.05%––
Central Trust Co815$93.0K0.00%––
Savior LLC899$102.0K0.10%––
Motco904$103.0K0.01%––
Ossiam995$113.0K0.00%––
Benjamin Edwards Inc1,000$114.0K0.09%––
Harbor Investment Advisory, LLC998$114.0K0.02%––
Activest Wealth Management1,005$114.0K0.09%––
Versant Capital Management, Inc1,016$116.0K0.04%––
Rowland & Co Investment Counsel1,045$118.9K0.03%––
Harbour Investments, Inc.1,054$120.0K0.00%––
Banco de Sabadell, S.A1,050$120.0K0.01%––
American National Bank1,190$135.0K0.03%––
Prentice Wealth Management LLC1,198$136.0K0.08%––
Cullen/Frost Bankers, Inc.1,229$140.0K0.00%––
Berman Capital Advisors, LLC1,253$142.0K0.03%––
Firestone Capital Management1,280$146.0K0.05%––
Carroll Financial Associates, Inc.1,336$152.0K0.01%––
Washington Trust Co1,455$166.0K0.01%––
IFP Advisors, Inc1,483$168.0K0.00%––
Exane Derivatives1,508$171.6K0.05%––
Burleson & Company, LLC1,541$175.0K0.03%––
Dividend Assets Capital, LLC1,600$182.0K0.03%––
Arkadios Wealth Advisors1,726$196.0K0.03%––
Good Life Advisors, LLC1,790$203.0K0.04%––
Clifford Swan Investment Counsel LLC1,802$205.0K0.01%––
Paradigm Financial Partners, LLC1,808$206.0K0.06%––
BDO Wealth Advisors, LLC1,818$207.0K0.02%––
Schnieders Capital Management LLC1,831$208.0K0.06%––
Maryland Capital Management1,837$209.0K0.01%––
Integrated Wealth Concepts LLC1,844$210.0K0.01%––
Financial Engines Advisors L.L.C.1,850$211.0K0.00%––
Savant Capital, LLC1,865$212.0K0.01%––
American National Registered Investment Advisor, Inc.1,880$214.0K0.08%––
American State Bank (Iowa)1,882$214.1K0.18%––
First National Bank1,905$216.0K0.21%––
NBT Bank N A1,900$216.0K0.03%––
Patten Group, Inc.1,905$217.0K0.07%––
Quilter Plc1,906$217.0K0.01%––
Rehmann Capital Advisory Group1,972$217.7K0.02%––
Davenport & Co LLC1,915$218.0K0.00%––
Investors Research Corp1,914$218.0K0.08%––
Sunbelt Securities, Inc.1,927$219.0K0.04%––
UBP Investment Advisors SA1,900$220.0K0.09%––
Employers Holdings, Inc.1,940$221.0K0.13%––
Quantitative Systematic Strategies LLC1,951$222.0K0.03%––
Regent Peak Wealth Advisors LLC1,957$222.0K0.07%––
Centiva Capital, LP1,994$227.0K0.03%––
Brinker Capital Investments, LLC2,002$228.0K0.00%––
First Dallas Securities Inc.2,000$228.0K0.19%––
Optimal Asset Management, Inc.107,857$230.0K0.03%––
Lake Street Advisors Group, LLC2,018$230.0K0.02%––
CIBC Private Wealth Group, LLC2,043$232.0K0.00%––
Rockland Trust Co2,050$233.0K0.02%––
Arete Wealth Advisors, LLC2,060$234.0K0.03%––
Focused Wealth Management, Inc2,063$235.0K0.04%––
Edmp, Inc.2,078$236.0K0.25%––
Amica Retiree Medical Trust2,113$240.0K0.16%––
Personal Cfo Solutions, LLC2,108$240.0K0.05%––
Whalerock Point Partners, LLC2,119$241.1K0.11%––
Jackson Square Capital, LLC2,127$242.0K0.09%––
Sloy Dahl & Holst, LLC2,139$243.0K0.03%––
Orion Portfolio Solutions, LLC2,160$246.0K0.01%––
Shelton Capital Management2,175$247.0K0.01%––
Godshalk Welsh Capital Management, Inc.2,175$247.0K0.17%––
Laurel Wealth Advisors, Inc.2,172$247.0K0.04%––