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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
Spectrum Management Group, LLC343$45.0K0.01%−80−18.9%Reduced
MV Capital Management, Inc.350$46.0K0.01%−158−31.1%Reduced
Sonora Investment Management, LLC350$46.0K0.01%−50−12.5%Reduced
Wagner Wealth Management, LLC351$46.0K0.03%−29−7.6%Reduced
Mine & Arao Wealth Creation & Management, LLC.356$46.0K0.03%00.0%Unchanged
Resolute Partners Group352$46.0K0.01%+262+291.1%Added
Hexagon Capital Partners LLC357$47.0K0.01%+101+39.5%Added
Strategic Blueprint, LLC358$47.0K0.01%+358New
State of Wyoming364$48.0K0.03%+72+24.7%Added
Brendel Financial Advisors LLC371$48.0K0.03%+371New
Hoey Investments, Inc375$49.0K0.01%00.0%Unchanged
Atlas Capital Advisors LLC387$50.5K0.01%+4+1.0%Added
Covington Capital Management390$51.0K0.00%−13−3.2%Reduced
Barrett Asset Management, LLC400$52.0K0.00%00.0%Unchanged
JCIC Asset Management Inc.336$54.0K0.01%00.0%Unchanged
Webster Bank, N. A.429$56.0K0.01%00.0%Unchanged
Massmutual Trust Co FSB427$56.0K0.00%+29+7.3%Added
SOA Wealth Advisors, LLC.439$57.0K0.01%+426+3,276.9%Added
Brown Brothers Harriman & Co448$58.0K0.00%+11+2.5%Added
AdvisorNet Financial, Inc450$59.0K0.00%00.0%Unchanged
Ancora Advisors, LLC451$59.0K0.00%+51+12.8%Added
CVA Family Office, LLC450$59.0K0.02%+90+25.0%Added
First Financial Corp465$61.0K0.04%−5−1.1%Reduced
Howe & Rusling Inc476$62.0K0.01%−44−8.5%Reduced
Delta Asset Management LLC475$62.0K0.01%00.0%Unchanged
Costello Asset Management, INC477$62.0K0.04%00.0%Unchanged
Farmers & Merchants Investments Inc490$64.0K0.00%+11+2.3%Added
First Manhattan Co500$65.0K0.00%00.0%Unchanged
Ravenstone Capital Management Inc.500$65.2K0.06%+500New
Capital Analysts, LLC519$68.0K0.00%−11−2.1%Reduced
Ossiam544$69.0K0.00%−451−45.3%Reduced
Proequities, Inc.546$71.0K0.00%+81+17.4%Added
Parkside Financial Bank & Trust565$74.0K0.02%−11−1.9%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC569$74.0K0.01%+3+0.5%Added
Smithfield Trust Co571$75.0K0.00%+15+2.7%Added
Silvant Capital Management LLC591$77.0K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.607$79.0K0.01%+607New
CX Institutional617$81.0K0.01%+184+42.5%Added
Healthcare of Ontario Pension Plan Trust Fund629$82.0K0.00%00.0%Unchanged
BBVA USA626$82.0K0.00%+626New
NuWave Investment Management, LLC648$85.0K0.09%−4,359−87.1%Reduced
Ellevest, Inc.666$87.0K0.01%+25+3.9%Added
Lindbrook Capital, LLC697$91.0K0.02%00.0%Unchanged
First Horizon Advisors, Inc.722$94.0K0.01%−33−4.4%Reduced
Versant Capital Management, Inc764$100.0K0.04%−252−24.8%Reduced
Concord Wealth Partners783$102.0K0.03%00.0%Unchanged
Front Row Advisors LLC800$103.0K0.04%+800New
Cullen/Frost Bankers, Inc.808$105.0K0.00%−421−34.3%Reduced
Central Trust Co815$106.0K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton811$106.0K0.06%00.0%Unchanged
Private Capital Group, LLC833$109.0K0.02%+55+7.1%Added
Jones Financial Companies LLLP880$115.0K0.00%+880New
Savior LLC899$117.0K0.10%00.0%Unchanged
Motco906$118.0K0.01%+2+0.2%Added
Benjamin Edwards Inc1,000$130.0K0.09%00.0%Unchanged
Albion Financial Group1,000$130.0K0.01%+1,000New
Perkins Coie Trust Co1,000$130.0K0.04%+1,000New
Activest Wealth Management1,005$131.0K0.10%00.0%Unchanged
Rowland & Co Investment Counsel1,045$136.4K0.03%00.0%Unchanged
Penserra Capital Management LLC1,068$139.0K0.00%+297+38.5%Added
Harbour Investments, Inc.1,115$146.0K0.00%+61+5.8%Added
Prentice Wealth Management LLC1,160$151.0K0.08%−38−3.2%Reduced
Longfellow Investment Management Co LLC1,261$165.0K0.02%−1,468−53.8%Reduced
Firestone Capital Management1,280$167.0K0.06%00.0%Unchanged
Clal Insurance Enterprises Holdings Ltd1,336$174.0K0.00%−359,000−99.6%Reduced
Banco de Sabadell, S.A1,341$175.0K0.12%+291+27.7%Added
Harbor Investment Advisory, LLC1,348$176.0K0.02%+350+35.1%Added
Exane Derivatives1,428$180.8K0.04%−80−5.3%Reduced
Capstone Investment Advisors, LLC1,436$187.0K0.00%−1,023−41.6%Reduced
Washington Trust Co1,455$190.0K0.01%00.0%Unchanged
American National Bank1,475$192.0K0.04%+285+23.9%Added
Berman Capital Advisors, LLC1,498$194.0K0.03%+245+19.6%Added
Assetmark, Inc1,501$196.0K0.00%−802−34.8%Reduced
Burleson & Company, LLC1,541$201.0K0.03%00.0%Unchanged
Indie Asset Partners, LLC1,538$201.0K0.16%+1,538New
Mutual Advisors, LLC1,559$203.0K0.01%+1,559New
Financial Advisory Corp1,562$204.0K0.15%+1,562New
Marcum Wealth, LLC1,583$207.0K0.03%+1,583New
Dividend Assets Capital, LLC1,600$209.0K0.04%00.0%Unchanged
Oak Grove Capital LLC1,600$209.0K0.05%+1,600New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,611$210.0K0.01%+1,611New
Avestar Capital, LLC1,606$210.0K0.04%+1,606New
LS Investment Advisors, LLC1,618$211.0K0.03%−5,512−77.3%Reduced
TownSquare Capital, LLC1,656$211.0K0.01%+1,656New
Ziegler Capital Management, LLC1,623$212.0K0.01%+1,623New
Barry Investment Advisors, LLC1,630$213.0K0.06%+1,630New
Ellington Management Group LLC1,658$216.0K0.07%+1,658New
Ballentine Partners, LLC1,663$217.0K0.01%+1,663New
Dorsey & Whitney Trust CO LLC1,677$219.0K0.02%+1,677New
Perigon Wealth Management, LLC1,694$221.0K0.02%+1,694New
Good Life Advisors, LLC1,698$222.0K0.04%−92−5.1%Reduced
TAP Consulting, LLC1,717$224.0K0.06%−1,041−37.7%Reduced
Hutchinson Capital Management1,724$225.0K0.06%+1,724New
Cabot Wealth Management Inc1,745$228.0K0.03%+1,745New
Boston Family Office LLC1,749$228.0K0.02%+1,749New
CAPROCK Group, Inc.1,751$228.0K0.02%+1,751New
Sawtooth Solutions, LLC1,757$229.0K0.05%+1,757New
Private Advisory Group LLC1,752$229.0K0.06%+1,752New
Change Path, LLC1,786$233.0K0.01%+1,786New
Spire Wealth Management1,792$234.0K0.01%−830−31.7%Reduced