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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
Longfellow Investment Management Co LLC2,729$311.0K0.04%––
Brown Advisory Inc2,725$310.0K0.00%––
Parallel Advisors, LLC2,688$306.0K0.01%––
CWM, LLC2,307$301.0K0.00%––
Market Street Wealth Management Advisors LLC2,630$299.0K0.18%––
Stratos Wealth Advisors, LLC2,619$298.0K0.03%––
Spire Wealth Management2,622$298.0K0.01%––
Geneos Wealth Management Inc.2,440$297.0K0.01%––
Clarius Group, LLC2,589$295.0K0.03%––
Umb Bank N A2,554$291.0K0.01%––
Trinity Legacy Partners, LLC2,482$291.0K0.12%––
Shell Asset Management Co2,544$289.0K0.01%––
TD Private Client Wealth LLC2,525$287.3K0.01%––
Tokio Marine Asset Management Co Ltd2,518$286.0K0.03%––
Miracle Mile Advisors, LLC2,512$286.0K0.02%––
Bramshill Investments, LLC2,518$286.0K0.02%––
Moody Lynn & Lieberson, LLC2,500$284.0K0.02%––
Coastline Trust Co2,500$284.0K0.04%––
First National Bank Sioux Falls2,480$282.0K0.50%––
Proficio Capital Partners LLC2,478$282.0K0.04%––
Capstone Investment Advisors, LLC2,459$280.0K0.01%––
Checchi Capital Advisers, LLC2,456$279.0K0.04%––
Invst, LLC2,277$277.0K0.05%––
Bridgefront Capital, LLC2,420$275.0K0.09%––
Stratos Wealth Partners, LTD.2,401$273.0K0.01%––
Kistler-Tiffany Companies, LLC2,394$272.0K0.07%––
Mission Wealth Management, LP2,394$272.0K0.02%––
Greenwood Capital Associates LLC2,366$269.0K0.04%––
Buckingham Strategic Wealth, LLC2,361$269.0K0.01%––
Quadrant Capital Group LLC2,361$269.0K0.04%––
Belpointe Asset Management LLC2,367$269.0K0.02%––
Strategic Wealth Designers2,363$269.0K0.13%––
Park Avenue Securities LLC2,327$265.0K0.01%––
Assetmark, Inc2,303$262.0K0.00%––
Morse Asset Management, Inc2,300$262.0K0.07%––
Simmons Bank2,296$261.0K0.02%––
Camden Capital, LLC2,258$257.0K0.07%––
Silvercrest Asset Management Group LLC2,250$256.0K0.00%––
FDx Advisors, Inc.2,231$254.0K0.01%––
Vicus Capital2,221$253.0K0.03%––
GFG Capital, LLC2,222$253.0K0.09%––
Evoke Wealth, LLC2,224$253.0K0.01%––
Ieq Capital, LLC2,203$251.0K0.01%––
Schulhoff & Co Inc2,200$250.0K0.11%––
Cetera Advisor Networks LLC2,193$250.0K0.01%––
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%––
Orion Portfolio Solutions, LLC2,160$246.0K0.01%––
Sloy Dahl & Holst, LLC2,139$243.0K0.03%––
Jackson Square Capital, LLC2,127$242.0K0.09%––
Whalerock Point Partners, LLC2,119$241.1K0.11%––
Amica Retiree Medical Trust2,113$240.0K0.16%––
Personal Cfo Solutions, LLC2,108$240.0K0.05%––
Edmp, Inc.2,078$236.0K0.25%––
Focused Wealth Management, Inc2,063$235.0K0.04%––
Arete Wealth Advisors, LLC2,060$234.0K0.03%––
Rockland Trust Co2,050$233.0K0.02%––
CIBC Private Wealth Group, LLC2,043$232.0K0.00%––
Optimal Asset Management, Inc.107,857$230.0K0.03%––
Lake Street Advisors Group, LLC2,018$230.0K0.02%––
Brinker Capital Investments, LLC2,002$228.0K0.00%––
First Dallas Securities Inc.2,000$228.0K0.19%––
Centiva Capital, LP1,994$227.0K0.03%––
Quantitative Systematic Strategies LLC1,951$222.0K0.03%––
Regent Peak Wealth Advisors LLC1,957$222.0K0.07%––
Employers Holdings, Inc.1,940$221.0K0.13%––
UBP Investment Advisors SA1,900$220.0K0.09%––
Sunbelt Securities, Inc.1,927$219.0K0.04%––
Davenport & Co LLC1,915$218.0K0.00%––
Investors Research Corp1,914$218.0K0.08%––
Rehmann Capital Advisory Group1,972$217.7K0.02%––
Patten Group, Inc.1,905$217.0K0.07%––
Quilter Plc1,906$217.0K0.01%––
First National Bank1,905$216.0K0.21%––
NBT Bank N A1,900$216.0K0.03%––
American State Bank (Iowa)1,882$214.1K0.18%––
American National Registered Investment Advisor, Inc.1,880$214.0K0.08%––
Savant Capital, LLC1,865$212.0K0.01%––
Financial Engines Advisors L.L.C.1,850$211.0K0.00%––
Integrated Wealth Concepts LLC1,844$210.0K0.01%––
Maryland Capital Management1,837$209.0K0.01%––
Schnieders Capital Management LLC1,831$208.0K0.06%––
BDO Wealth Advisors, LLC1,818$207.0K0.02%––
Paradigm Financial Partners, LLC1,808$206.0K0.06%––
Clifford Swan Investment Counsel LLC1,802$205.0K0.01%––
Good Life Advisors, LLC1,790$203.0K0.04%––
Arkadios Wealth Advisors1,726$196.0K0.03%––
Dividend Assets Capital, LLC1,600$182.0K0.03%––
Burleson & Company, LLC1,541$175.0K0.03%––
Exane Derivatives1,508$171.6K0.05%––
IFP Advisors, Inc1,483$168.0K0.00%––
Washington Trust Co1,455$166.0K0.01%––
Carroll Financial Associates, Inc.1,336$152.0K0.01%––
Firestone Capital Management1,280$146.0K0.05%––
Berman Capital Advisors, LLC1,253$142.0K0.03%––
Cullen/Frost Bankers, Inc.1,229$140.0K0.00%––
Prentice Wealth Management LLC1,198$136.0K0.08%––
American National Bank1,190$135.0K0.03%––
Harbour Investments, Inc.1,054$120.0K0.00%––