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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, Q2 2021

Institutional positions in Simon Property Group Inc. as of Jun 30, 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
906
+67 vs. Q1 2021
Shares held
287.9M
+246.0K (+0.1%) vs. Q1 2021
Total value
$37.4B
+$4.77B (+14.6%) vs. Q1 2021
New holders
132
335 more added
Sold out
65
288 more reduced

8 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 906 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 heldQ2 2021: $37.4B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q1 2021.

Institutions holding SPG in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Plante Moran Financial Advisors, LLC2$00.00%00.0%Unchanged
Lenox Wealth Advisors, LLC1$00.00%00.0%Unchanged
Avion Wealth2$00.00%+2New
TFC Financial Management8$1.00K0.00%00.0%Unchanged
Accel Wealth Management8$1.00K0.00%+1+14.3%Added
ClariVest Asset Management LLC18$2.00K0.00%−4−18.2%Reduced
Thompson Siegel & Walmsley LLC14$2.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC18$2.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC13$2.00K0.00%+13New
True Link Financial Advisors, LLC17$2.00K0.00%+17New
Caldwell Trust Co22$2.87K0.00%00.0%Unchanged
JNBA Financial Advisors23$3.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC24$3.00K0.00%00.0%Unchanged
Bogart Wealth, LLC26$3.00K0.00%00.0%Unchanged
Standard Family Office LLC22$3.00K0.00%00.0%Unchanged
Ford Financial Group, LLC30$3.00K0.00%+30New
Liberty Wealth Management LLC21$3.00K0.00%+21New
Brewin Dolphin Ltd30$3.91K0.00%−30−50.0%Reduced
Edge Wealth Management LLC28$4.00K0.00%00.0%Unchanged
Eubel Brady & Suttman Asset Management Inc31$4.00K0.00%+31New
Eagle Bay Advisors LLC26$4.00K0.00%+26New
Raffa Wealth Management, LLC34$4.44K0.00%00.0%Unchanged
Crescent Capital Consulting, LLC40$5.00K0.00%00.0%Unchanged
Global Retirement Partners, LLC42$5.00K0.00%+34+425.0%Added
Clearstead Advisors, LLC37$5.00K0.00%+37New
Vigilant Capital Management, LLC40$5.00K0.00%+40New
Gradient Investments LLC45$6.00K0.00%−38−45.8%Reduced
Sandy Spring Bank45$6.00K0.00%+45New
Red Door Wealth Management, LLC53$6.00K0.00%+53New
San Francisco Sentry Investment Group (Ca)52$7.00K0.00%00.0%Unchanged
Oakworth Capital, Inc.52$7.00K0.00%+52New
Tortoise Investment Management, LLC51$7.00K0.00%+51New
Evolution Wealth Advisors, LLC60$8.00K0.00%−310−83.8%Reduced
JJJ Advisors Inc.59$8.00K0.00%00.0%Unchanged
Lee Financial Co68$9.00K0.00%+68New
Rockbridge Investment Management, LCC69$9.00K0.00%+69New
Exchange Traded Concepts, LLC76$10.0K0.00%−131−63.3%Reduced
Cordasco Financial Network75$10.0K0.01%00.0%Unchanged
RPG Investment Advisory, LLC75$10.0K0.00%00.0%Unchanged
Center for Financial Planning, Inc.76$10.0K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC77$10.0K0.00%+48+165.5%Added
BerganKDV Wealth Management, LLC85$11.0K0.00%+1+1.2%Added
Stephenson National Bank & Trust91$12.0K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.96$12.5K0.00%00.0%Unchanged
Toth Financial Advisory Corp100$13.0K0.00%00.0%Unchanged
North Star Investment Management Corp.100$13.0K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC100$13.0K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC100$13.0K0.00%00.0%Unchanged
Simon Quick Advisors, LLC101$13.0K0.00%+1+1.0%Added
DB Wealth Management Group, LLC100$13.0K0.01%00.0%Unchanged
Paloma Partners Management Co100$13.0K0.00%+100New
Tradewinds Capital Management, LLC100$13.0K0.00%+100New
Archer Investment Corp102$13.3K0.01%00.0%Unchanged
CoreFirst Bank & Trust110$14.0K0.01%00.0%Unchanged
Highlander Capital Management, LLC109$14.0K0.01%00.0%Unchanged
Logan Capital Management Inc109$14.0K0.00%+108+10,800.0%Added
Hudock, Inc.118$15.0K0.00%00.0%Unchanged
West Paces Advisors Inc.121$15.8K0.01%00.0%Unchanged
Financial Management Professionals, Inc.120$16.0K0.00%−413−77.5%Reduced
Enterprise Financial Services Corp119$16.0K0.00%00.0%Unchanged
Horan Securities, Inc.134$17.0K0.01%+109+436.0%Added
Column Capital Advisors, LLC138$18.0K0.00%+1+0.7%Added
Tarbox Family Office, Inc.140$18.0K0.00%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC135$18.0K0.01%00.0%Unchanged
FourThought Financial, LLC138$18.0K0.00%00.0%Unchanged
Norway Savings Bank145$19.0K0.01%−50−25.6%Reduced
TCI Wealth Advisors, Inc.142$19.0K0.00%+38+36.5%Added
Clean Yield Group146$19.0K0.01%+146New
Carroll Financial Associates, Inc.160$20.0K0.00%−1,176−88.0%Reduced
Atwood & Palmer Inc155$20.0K0.00%00.0%Unchanged
Better Money Decisions, LLC155$20.0K0.02%00.0%Unchanged
Sargent Bickham Lagudis LLC150$20.0K0.00%00.0%Unchanged
Private Ocean, LLC159$21.0K0.00%00.0%Unchanged
McCarthy Asset Management, Inc.161$21.0K0.01%+2+1.3%Added
Jacobi Capital Management LLC162$21.0K0.00%+52+47.3%Added
AlphaMark Advisors, LLC165$22.0K0.01%00.0%Unchanged
Key Financial Inc184$23.0K0.01%00.0%Unchanged
Earnest Partners LLC178$23.0K0.00%00.0%Unchanged
Joseph P. Lucia & Associates, LLC175$23.0K0.01%00.0%Unchanged
KB Financial Partners, LLC216$28.0K0.01%−20−8.5%Reduced
Zions Bancorporation, N.A.218$28.0K0.00%+4+1.9%Added
Advocacy Wealth Management Services, LLC212$28.0K0.01%+212New
Valley National Advisers Inc225$29.0K0.01%00.0%Unchanged
Bartlett & Co. LLC226$29.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC226$29.5K0.00%00.0%Unchanged
First Horizon Corp249$32.0K0.00%+2+0.8%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA250$32.6K0.04%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.254$33.0K0.00%−20−7.3%Reduced
Adirondack Trust Co268$35.0K0.02%00.0%Unchanged
Glassman Wealth Services268$35.0K0.01%+5+1.9%Added
FFT Wealth Management LLC267$35.0K0.01%+267New
Dark Forest Capital Management LP275$36.0K0.02%+275New
Fieldpoint Private Securities, LLC281$37.0K0.01%+281New
Arrow Financial Corp295$38.0K0.00%00.0%Unchanged
Baystate Wealth Management LLC301$39.0K0.00%+3+1.0%Added
Carmichael Hill & Associates, Inc.300$39.0K0.02%00.0%Unchanged
Sterling Financial Planning, Inc.324$42.0K0.03%00.0%Unchanged
Anchor Investment Management, LLC325$42.4K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC329$43.0K0.01%+2+0.6%Added
Duncker Streett & Co Inc340$44.0K0.01%+4+1.2%Added