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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
Legacy Wealth Asset Management, LLC10,821$1.23M0.57%––
Meiji Yasuda Asset Management Co Ltd.10,706$1.22M0.09%––
Peak Asset Management, LLC10,519$1.20M0.29%––
Clear Harbor Asset Management, LLC10,478$1.19M0.16%––
Capital Investment Advisors, LLC10,424$1.19M0.04%––
American National Insurance Co10,246$1.17M0.05%––
KG&L Capital Management,LLC10,253$1.17M0.59%––
Donoghue Forlines LLC10,111$1.15M0.22%––
Maven Securities LTD10,000$1.14M0.11%––
Spirit of America Management Corp10,000$1.14M0.27%––
Stelac Advisory Services LLC9,813$1.12M0.41%––
Quadrature Capital Ltd9,803$1.11M0.05%––
Claraphi Advisory Network, LLC9,794$1.11M0.31%––
MML Investors Services, LLC9,751$1.11M0.01%––
JLP Asset Management, LLC9,486$1.08M0.69%––
CIBC World Markets Inc.9,396$1.07M0.00%––
Cascade Investment Advisors, Inc.9,370$1.07M0.69%––
Amica Mutual Insurance Co9,314$1.06M0.12%––
Kentucky Retirement Systems Insurance Trust Fund9,172$1.04M0.11%––
Moody National Bank Trust Division9,130$1.04M0.02%––
Gofen & Glossberg LLC9,122$1.04M0.03%––
Profund Advisors LLC9,078$1.03M0.04%––
South Dakota Investment Council8,975$1.02M0.02%––
B. Metzler seel. Sohn & Co. Holding AG8,956$1.02M0.02%––
D.A. Davidson & Co.8,927$1.02M0.01%––
Adell Harriman & Carpenter Inc8,830$1.00M0.12%––
Sumitomo Life Insurance Co8,765$997.0K0.04%––
Advisor Partners LLC8,629$982.0K0.07%––
Stephens Inc8,583$976.0K0.02%––
Prospera Financial Services Inc8,543$972.0K0.06%––
Kinneret Advisory, LLC8,476$964.0K0.12%––
MUFG Americas Holdings Corp8,443$961.0K0.02%––
Redwood Investment Management, LLC8,402$956.0K0.18%––
Jeppson Wealth Management, LLC8,400$955.0K0.57%––
First Hawaiian Bank8,236$937.0K0.04%––
AlphaCrest Capital Management LLC8,237$937.0K0.05%––
Bedel Financial Consulting, Inc.8,139$926.0K0.36%––
Joho Capital LLC8,100$922.0K0.14%––
Flagship Harbor Advisors, LLC8,045$915.0K0.10%––
Compton Capital Management Inc8,000$910.0K0.29%––
Bank Julius Baer & Co. Ltd, Zurich7,991$909.0K0.01%––
Harvest Fund Management Co., Ltd7,860$894.0K0.09%––
Federated Hermes, Inc.7,703$877.0K0.00%––
Huntington National Bank7,650$870.0K0.01%––
Horizon Investments, LLC7,591$864.0K0.03%––
Valeo Financial Advisors, LLC7,548$859.0K0.04%––
Gladstone Institutional Advisory LLC7,532$857.0K0.13%––
Pathstone Family Office, LLC7,509$855.0K0.03%––
Fuller & Thaler Asset Management, Inc.7,510$854.0K0.01%––
Ethic Inc.7,425$845.0K0.15%––
Future Financial Wealth Managment LLC7,354$837.0K0.96%––
JustInvest LLC7,267$827.0K0.13%––
Bokf, NA7,142$813.0K0.01%––
LS Investment Advisors, LLC7,130$811.0K0.05%––
Gifford Fong Associates7,000$796.0K0.17%––
Meeder Asset Management Inc6,982$795.0K0.04%––
Ausdal Financial Partners, Inc.6,970$793.0K0.13%––
Golden State Equity Partners6,874$782.0K0.45%––
NEXT Financial Group, Inc6,792$773.0K0.07%––
Boenning & Scattergood, Inc.6,716$764.0K0.15%––
Tudor Investment Corp Et Al6,667$759.0K0.02%––
Bank Hapoalim BM6,631$754.0K0.10%––
Everence Capital Management Inc6,629$754.0K0.07%––
Verition Fund Management LLC6,600$751.0K0.01%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main6,589$749.6K0.00%––
Boston Private Wealth LLC6,573$748.0K0.01%––
Corient Capital Partners, LLC6,554$745.0K0.06%––
Cornerstone Advisory, LLC6,524$742.0K0.14%––
Blair William & Co6,437$732.0K0.00%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP6,378$726.0K0.01%––
Wedbush Securities Inc6,365$724.0K0.04%––
Greenleaf Trust6,232$709.0K0.01%––
Icon Wealth Partners, LLC6,138$698.0K0.09%––
Wintrust Investments LLC6,103$694.0K0.07%––
Trustmark National Bank Trust Department6,055$689.0K0.06%––
New England Research & Management, Inc.6,025$685.0K0.38%––
EJF Capital LLC6,000$683.0K0.05%––
Pacific Global Investment Management CO5,985$681.0K0.14%––
Banque Cantonale Vaudoise5,984$681.0K0.03%––
J. Goldman & Co LP5,963$678.0K0.04%––
Winton Group Ltd5,851$666.0K0.04%––
Moloney Securities Asset Management, LLC5,839$664.0K0.13%––
Cetera Advisors LLC5,776$657.0K0.02%––
Wealthspire Advisors, LLC5,646$642.0K0.02%––
Hollencrest Capital Management5,616$639.0K0.06%––
Wellington Shields & Co., LLC5,570$634.0K0.23%––
American Portfolios Advisors5,543$630.7K0.03%––
Wetherby Asset Management Inc5,508$627.0K0.05%––
Rodgers Brothers Inc.5,425$617.0K0.13%––
Keybank National Association5,400$615.0K0.00%––
Intersect Capital LLC5,392$613.0K0.12%––
Oxford Financial Group Ltd5,352$609.0K0.08%––
Veriti Management LLC5,349$609.0K0.16%––
Perpetual Investment Management Ltd5,363$608.0K0.10%––
Q3 Asset Management5,272$603.0K0.32%––
Mid Atlantic Financial Management Inc5,257$598.0K0.04%––
Wolverine Asset Management LLC5,253$597.0K0.01%––
IndexIQ Advisors LLC5,233$595.0K0.02%––
Lido Advisors, LLC5,046$574.0K0.02%––
Integrated Advisors Network LLC5,018$571.0K0.05%––