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Simon Property Group Inc.

SPG
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001063761

No open-market purchases or sales by Simon Property Group Inc. insiders were filed in the last 90 days; 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
International Assets Investment Management, LLC4,341$423.0K0.04%––
Qtron Investments LLC3,733$425.0K0.12%––
RMR Wealth Builders3,743$426.0K0.11%––
Sowell Financial Services LLC3,498$430.0K0.01%––
Kirr Marbach & Co LLC3,810$433.0K0.13%––
Ninety One SA (PTY) Ltd3,789$433.0K0.16%––
Trust Co3,890$443.0K0.32%––
Cresset Asset Management, LLC3,942$448.0K0.01%––
Dearborn Partners LLC3,952$450.0K0.02%––
Bank of Hawaii3,970$452.0K0.03%––
Tuttle Tactical Management3,991$454.0K0.18%––
Glenmede Trust Co NA4,008$455.0K0.00%––
Monetary Management Group Inc4,000$455.0K0.15%––
SMH Capital Advisors Inc3,998$455.0K1.02%––
Carl P. Sherr & Co., LLC4,058$462.0K0.35%––
AllSquare Wealth Management LLC4,075$464.0K0.29%––
Octavia Wealth Advisors, LLC4,087$465.0K0.14%––
Beck Capital Management, LLC4,113$468.0K0.18%––
Lincoln National Corp4,119$469.0K0.01%––
Bessemer Securities LLC4,150$472.0K0.20%––
Cullen Capital Management LLC4,175$475.0K0.01%––
Chapman Investment Management, LLC4,198$478.0K0.30%––
Sigma Planning Corp4,222$480.0K0.02%––
Camelot Portfolios, LLC4,258$484.0K0.20%––
Radnor Capital Management, LLC4,266$485.0K0.16%––
Two Sigma Securities, LLC4,271$486.0K0.11%––
Excalibur Management Corp4,291$488.0K0.24%––
Creative Financial Designs Inc4,299$489.0K0.10%––
Sound View Wealth Advisors Group, LLC4,338$494.0K0.12%––
Ci Investments Inc.4,367$497.0K0.00%––
Element Wealth, LLC4,367$497.0K0.41%––
Compagnie Lombard Odier SCmA4,463$507.0K0.01%––
Ameritas Investment Partners, Inc.4,546$517.0K0.02%––
Optimum Investment Advisors4,634$527.0K0.15%––
Seeyond4,726$537.0K0.05%––
Renasant Bank4,744$540.0K0.43%––
Conning Inc.4,761$542.0K0.02%––
American Investment Services, Inc.4,778$544.0K0.15%––
First National Bank of Omaha4,810$547.0K0.03%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH4,805$547.0K0.05%––
Livforsakringsbolaget Skandia, Omsesidigt4,844$551.0K0.04%––
Mark Asset Management LP4,984$567.0K0.09%––
American Assets Inc5,000$569.0K0.19%––
NuWave Investment Management, LLC5,007$570.0K0.72%––
Cordatus Wealth Management LLC5,012$570.0K0.22%––
Integrated Advisors Network LLC5,018$571.0K0.05%––
Lido Advisors, LLC5,046$574.0K0.02%––
IndexIQ Advisors LLC5,233$595.0K0.02%––
Wolverine Asset Management LLC5,253$597.0K0.01%––
Mid Atlantic Financial Management Inc5,257$598.0K0.04%––
Q3 Asset Management5,272$603.0K0.32%––
Perpetual Investment Management Ltd5,363$608.0K0.10%––
Oxford Financial Group Ltd5,352$609.0K0.08%––
Veriti Management LLC5,349$609.0K0.16%––
Intersect Capital LLC5,392$613.0K0.12%––
Keybank National Association5,400$615.0K0.00%––
Rodgers Brothers Inc.5,425$617.0K0.13%––
Wetherby Asset Management Inc5,508$627.0K0.05%––
American Portfolios Advisors5,543$630.7K0.03%––
Wellington Shields & Co., LLC5,570$634.0K0.23%––
Hollencrest Capital Management5,616$639.0K0.06%––
Wealthspire Advisors, LLC5,646$642.0K0.02%––
Cetera Advisors LLC5,776$657.0K0.02%––
Moloney Securities Asset Management, LLC5,839$664.0K0.13%––
Winton Group Ltd5,851$666.0K0.04%––
J. Goldman & Co LP5,963$678.0K0.04%––
Pacific Global Investment Management CO5,985$681.0K0.14%––
Banque Cantonale Vaudoise5,984$681.0K0.03%––
EJF Capital LLC6,000$683.0K0.05%––
New England Research & Management, Inc.6,025$685.0K0.38%––
Trustmark National Bank Trust Department6,055$689.0K0.06%––
Wintrust Investments LLC6,103$694.0K0.07%––
Icon Wealth Partners, LLC6,138$698.0K0.09%––
Greenleaf Trust6,232$709.0K0.01%––
Wedbush Securities Inc6,365$724.0K0.04%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP6,378$726.0K0.01%––
Blair William & Co6,437$732.0K0.00%––
Cornerstone Advisory, LLC6,524$742.0K0.14%––
Corient Capital Partners, LLC6,554$745.0K0.06%––
Boston Private Wealth LLC6,573$748.0K0.01%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main6,589$749.6K0.00%––
Verition Fund Management LLC6,600$751.0K0.01%––
Bank Hapoalim BM6,631$754.0K0.10%––
Everence Capital Management Inc6,629$754.0K0.07%––
Tudor Investment Corp Et Al6,667$759.0K0.02%––
Boenning & Scattergood, Inc.6,716$764.0K0.15%––
NEXT Financial Group, Inc6,792$773.0K0.07%––
Golden State Equity Partners6,874$782.0K0.45%––
Ausdal Financial Partners, Inc.6,970$793.0K0.13%––
Meeder Asset Management Inc6,982$795.0K0.04%––
Gifford Fong Associates7,000$796.0K0.17%––
LS Investment Advisors, LLC7,130$811.0K0.05%––
Bokf, NA7,142$813.0K0.01%––
JustInvest LLC7,267$827.0K0.13%––
Future Financial Wealth Managment LLC7,354$837.0K0.96%––
Ethic Inc.7,425$845.0K0.15%––
Fuller & Thaler Asset Management, Inc.7,510$854.0K0.01%––
Pathstone Family Office, LLC7,509$855.0K0.03%––
Gladstone Institutional Advisory LLC7,532$857.0K0.13%––
Valeo Financial Advisors, LLC7,548$859.0K0.04%––