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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
NuWave Investment Management, LLC5,007$570.0K0.72%––
Cordatus Wealth Management LLC5,012$570.0K0.22%––
American Assets Inc5,000$569.0K0.19%––
Mark Asset Management LP4,984$567.0K0.09%––
Livforsakringsbolaget Skandia, Omsesidigt4,844$551.0K0.04%––
First National Bank of Omaha4,810$547.0K0.03%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH4,805$547.0K0.05%––
American Investment Services, Inc.4,778$544.0K0.15%––
Conning Inc.4,761$542.0K0.02%––
Renasant Bank4,744$540.0K0.43%––
Seeyond4,726$537.0K0.05%––
Optimum Investment Advisors4,634$527.0K0.15%––
Ameritas Investment Partners, Inc.4,546$517.0K0.02%––
Compagnie Lombard Odier SCmA4,463$507.0K0.01%––
Ci Investments Inc.4,367$497.0K0.00%––
Element Wealth, LLC4,367$497.0K0.41%––
Sound View Wealth Advisors Group, LLC4,338$494.0K0.12%––
Creative Financial Designs Inc4,299$489.0K0.10%––
Excalibur Management Corp4,291$488.0K0.24%––
Two Sigma Securities, LLC4,271$486.0K0.11%––
Radnor Capital Management, LLC4,266$485.0K0.16%––
Camelot Portfolios, LLC4,258$484.0K0.20%––
Sigma Planning Corp4,222$480.0K0.02%––
Chapman Investment Management, LLC4,198$478.0K0.30%––
Cullen Capital Management LLC4,175$475.0K0.01%––
Bessemer Securities LLC4,150$472.0K0.20%––
Lincoln National Corp4,119$469.0K0.01%––
Beck Capital Management, LLC4,113$468.0K0.18%––
Octavia Wealth Advisors, LLC4,087$465.0K0.14%––
AllSquare Wealth Management LLC4,075$464.0K0.29%––
Carl P. Sherr & Co., LLC4,058$462.0K0.35%––
Glenmede Trust Co NA4,008$455.0K0.00%––
Monetary Management Group Inc4,000$455.0K0.15%––
SMH Capital Advisors Inc3,998$455.0K1.02%––
Tuttle Tactical Management3,991$454.0K0.18%––
Bank of Hawaii3,970$452.0K0.03%––
Dearborn Partners LLC3,952$450.0K0.02%––
Cresset Asset Management, LLC3,942$448.0K0.01%––
Trust Co3,890$443.0K0.32%––
Kirr Marbach & Co LLC3,810$433.0K0.13%––
Ninety One SA (PTY) Ltd3,789$433.0K0.16%––
Sowell Financial Services LLC3,498$430.0K0.01%––
RMR Wealth Builders3,743$426.0K0.11%––
Qtron Investments LLC3,733$425.0K0.12%––
International Assets Investment Management, LLC4,341$423.0K0.04%––
We Are One Seven, LLC3,682$418.0K0.07%––
Mogy Joel R Investment Counsel Inc3,650$415.0K0.04%––
MAI Capital Management3,642$414.0K0.01%––
1st Source Bank3,621$412.0K0.03%––
Intercontinental Wealth Advisors, LLC3,612$411.0K0.09%––
Moors & Cabot, Inc.3,592$408.0K0.03%––
Signaturefd, LLC3,569$406.0K0.02%––
Walter & Keenan Financial Consulting Co3,540$403.0K0.14%––
Arq Wealth Advisors, LLC3,545$403.0K0.26%––
Infrastructure Capital Advisors, LLC3,501$398.0K0.12%––
Alpha Omega Wealth Management LLC3,500$398.0K0.07%––
RJA Asset Management LLC3,500$398.0K2.44%––
Alpha Cubed Investments, LLC3,466$394.0K0.03%––
Guardian Capital Advisors LP3,450$392.0K0.04%––
Marino, Stram & Associates LLC3,416$389.0K0.15%––
Marietta Investment Partners LLC3,400$387.0K0.10%––
Renaissance Group LLC3,357$382.0K0.02%––
TCF National Bank3,342$380.0K0.04%––
Bulltick Wealth Management, LLC3,333$379.2K0.11%––
Pitcairn Co3,301$376.0K0.03%––
Supplemental Annuity Collective Trust of NJ3,300$375.0K0.13%––
FORA Capital, LLC3,298$375.0K0.12%––
Sentry Investment Management LLC3,246$369.0K0.10%––
Coco Enterprises, LLC3,183$367.0K0.34%––
Kore Private Wealth LLC3,156$359.0K0.05%––
Raymond James Trust N.A.3,132$357.0K0.01%––
Stonnington Group, LLC3,000$353.0K0.09%––
Cohen Klingenstein LLC3,100$353.0K0.02%––
Manchester Capital Management LLC3,076$350.0K0.05%––
Interchange Capital Partners, LLC1,944$345.0K0.19%––
Founders Capital Management3,020$344.0K0.24%––
Avantax Advisory Services, Inc.2,986$343.0K0.01%––
Verdence Capital Advisors LLC3,015$343.0K0.06%––
Gamco Investors, Inc. Et Al3,005$342.0K0.00%––
Carnegie Capital Asset Management, LLC2,994$342.0K0.01%––
IFG Advisory, LLC3,006$342.0K0.04%––
Salem Investment Counselors Inc3,000$341.0K0.02%––
Chatham Capital Group, Inc.3,000$341.0K0.07%––
Bluefin Capital Management, LLC2,995$341.0K0.02%––
Westover Capital Advisors, LLC3,000$341.0K0.12%––
Harvest Investment Services, LLC2,996$340.0K0.15%––
Intrust Bank NA2,969$338.0K0.05%––
Meiji Yasuda Life Insurance Co2,972$338.0K0.01%––
ExodusPoint Capital Management, LP2,973$338.0K0.01%––
Legacy Capital Partners, Inc.2,955$336.0K0.13%––
Advisory Services Network, LLC2,934$334.0K0.01%––
Diversified Trust Co2,924$333.0K0.01%––
Trust Co of Vermont2,907$330.0K0.02%––
J.W. Cole Advisors, Inc.2,892$329.0K0.03%––
Impax Asset Management Group plc2,894$329.0K0.00%––
Liberty One Investment Management, LLC2,855$325.0K0.06%––
Newbridge Financial Services Group, Inc.2,802$319.0K0.23%––
Level Four Advisory Services, LLC2,791$318.0K0.02%––
TAP Consulting, LLC2,758$314.0K0.10%––
Pinnacle Associates Ltd2,749$313.0K0.01%––