Skip to main content
Livermore
Livermore
ZHEN

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
BDO Wealth Advisors, LLC1,818$237.0K0.03%00.0%Unchanged
Sunbelt Securities, Inc.1,916$238.0K0.04%−11−0.6%Reduced
GFG Capital, LLC1,834$239.0K0.07%−388−17.5%Reduced
Paradigm Financial Partners, LLC1,836$240.0K0.06%+28+1.5%Added
Harvest Investment Services, LLC1,859$242.0K0.10%−1,137−38.0%Reduced
Secure Asset Management, LLC1,855$242.0K0.12%+1,855New
International Assets Investment Management, LLC1,859$243.0K0.05%−2,482−57.2%Reduced
Savant Capital, LLC1,862$243.0K0.01%−3−0.2%Reduced
Waddell & Associates, LLC1,872$244.0K0.04%+1,872New
Warther Private Wealth, LLC1,856$244.0K0.24%+1,856New
Regent Peak Wealth Advisors LLC1,935$245.0K0.07%−22−1.1%Reduced
American National Registered Investment Advisor, Inc.1,880$245.0K0.09%00.0%Unchanged
American State Bank (Iowa)1,882$245.6K0.19%00.0%Unchanged
GWM Advisors LLC1,883$246.0K0.01%+1,883New
NBT Bank N A1,900$248.0K0.03%00.0%Unchanged
Patten Group, Inc.1,905$249.0K0.07%00.0%Unchanged
PRW Wealth Management LLC1,905$249.0K0.07%+1,905New
Stonnington Group, LLC2,000$250.0K0.06%−1,000−33.3%Reduced
UBP Investment Advisors SA1,900$250.0K0.09%00.0%Unchanged
Investors Research Corp1,914$250.0K0.09%00.0%Unchanged
Coldstream Capital Management Inc1,934$252.0K0.01%+1,934New
KMG Fiduciary Partners, LLC1,952$255.0K0.05%+1,952New
Quantitative Systematic Strategies LLC1,967$257.0K0.09%+16+0.8%Added
Deseret Mutual Benefit Administrators1,996$260.0K0.06%+1,996New
Rehmann Capital Advisory Group1,993$260.2K0.03%+21+1.1%Added
Davenport & Co LLC2,040$266.0K0.00%+125+6.5%Added
Rothschild Investment Corp2,039$266.0K0.02%+2,039New
Winton Group Ltd2,065$269.0K0.01%−3,786−64.7%Reduced
Focused Wealth Management, Inc2,064$269.0K0.04%+10.0%Added
Godshalk Welsh Capital Management, Inc.2,175$272.0K0.17%00.0%Unchanged
Personal Cfo Solutions, LLC2,104$274.0K0.06%−4−0.2%Reduced
Orion Portfolio Solutions, LLC2,109$275.0K0.01%−51−2.4%Reduced
Whalerock Point Partners, LLC2,119$276.5K0.11%00.0%Unchanged
Geneos Wealth Management Inc.2,149$278.0K0.01%−291−11.9%Reduced
Edmp, Inc.2,133$278.0K0.29%+55+2.6%Added
CIBC Private Wealth Group, LLC2,128$278.0K0.00%+85+4.2%Added
Alpha Paradigm Partners, LLC2,132$278.0K0.10%+2,132New
Sloy Dahl & Holst, LLC2,139$279.0K0.04%00.0%Unchanged
Lake Street Advisors Group, LLC2,104$282.0K0.02%+86+4.3%Added
Brinker Capital Investments, LLC2,162$282.0K0.00%+160+8.0%Added
Gamco Investors, Inc. Et Al2,180$284.0K0.00%−825−27.5%Reduced
Shelton Capital Management2,175$284.0K0.01%00.0%Unchanged
Rockland Trust Co2,180$284.0K0.02%+130+6.3%Added
Evoke Wealth, LLC2,184$285.0K0.01%−40−1.8%Reduced
Schulhoff & Co Inc2,200$287.0K0.13%00.0%Unchanged
First Dallas Securities Inc.2,200$287.0K0.19%+200+10.0%Added
Checchi Capital Advisers, LLC2,223$290.0K0.04%−233−9.5%Reduced
Umb Bank N A2,245$293.0K0.01%−309−12.1%Reduced
IFP Advisors, Inc2,239$293.0K0.01%+756+51.0%Added
Man Group plc2,251$294.0K0.00%+2,251New
Jupiter Asset Management Ltd2,287$298.0K0.00%+2,287New
Toroso Investments, LLC2,313$299.0K0.01%+2,313New
Shay Capital LLC2,300$300.0K0.07%+2,300New
CWM, LLC2,307$301.0K0.00%00.0%Unchanged
Novare Capital Management LLC2,329$304.0K0.03%+2,329New
Stratos Wealth Advisors, LLC2,340$305.0K0.03%−279−10.7%Reduced
Trinity Legacy Partners, LLC2,416$306.0K0.11%−66−2.7%Reduced
First National Bank Sioux Falls2,340$306.0K0.47%−140−5.6%Reduced
Strategic Wealth Designers2,384$311.0K0.11%+21+0.9%Added
Buckingham Strategic Wealth, LLC2,399$313.0K0.01%+38+1.6%Added
Quadrant Capital Group LLC2,420$316.0K0.05%+59+2.5%Added
Camden Capital, LLC2,423$316.0K0.07%+165+7.3%Added
Alta Wealth Advisors LLC2,454$320.0K0.23%+2,454New
Bramshill Investments, LLC2,458$321.0K0.02%−60−2.4%Reduced
Brown Advisory Inc2,463$322.0K0.00%−262−9.6%Reduced
Lombard Odier Asset Management (Switzerland) SA2,470$322.0K0.02%+2,470New
Proficio Capital Partners LLC2,475$323.0K0.04%−3−0.1%Reduced
Pinnacle Associates Ltd2,482$324.0K0.01%−267−9.7%Reduced
Intercontinental Wealth Advisors, LLC2,500$326.0K0.06%−1,112−30.8%Reduced
Moody Lynn & Lieberson, LLC2,500$326.0K0.02%00.0%Unchanged
Coastline Trust Co2,500$326.0K0.04%00.0%Unchanged
Vicus Capital2,500$326.0K0.05%+279+12.6%Added
Kistler-Tiffany Companies, LLC2,504$327.0K0.08%+110+4.6%Added
Synovus Financial Corp2,497$328.0K0.00%+2,497New
Cetera Advisor Networks LLC2,550$333.0K0.00%+357+16.3%Added
XTX Topco Ltd2,611$341.0K0.11%+2,611New
Market Street Wealth Management Advisors LLC2,630$343.0K0.15%00.0%Unchanged
Convergence Investment Partners, LLC2,632$343.0K0.15%+2,632New
Clarius Group, LLC2,645$345.0K0.03%+56+2.2%Added
Rodgers Brothers Inc.2,650$346.0K0.07%−2,775−51.2%Reduced
Renaissance Group LLC2,686$350.0K0.01%−671−20.0%Reduced
Carret Asset Management, LLC2,680$350.0K0.04%+2,680New
Jackson Square Capital, LLC2,698$352.0K0.11%+571+26.8%Added
Financial Sense Advisors, Inc.2,702$353.0K0.11%−25,573−90.4%Reduced
Invst, LLC2,852$355.0K0.06%+575+25.3%Added
TD Private Client Wealth LLC2,748$358.6K0.02%+223+8.8%Added
Lafayette Investments, Inc.2,750$359.0K0.10%+2,750New
Mission Wealth Management, LP2,820$368.0K0.02%+426+17.8%Added
IFG Advisory, LLC2,842$370.0K0.04%−164−5.5%Reduced
Newbridge Financial Services Group, Inc.2,844$371.0K0.23%+42+1.5%Added
Intrust Bank NA2,851$372.0K0.05%−118−4.0%Reduced
Walleye Trading LLC2,889$377.0K0.01%+2,889New
Impax Asset Management Group plc2,894$378.0K0.00%00.0%Unchanged
Trust Co of Vermont2,907$379.0K0.03%00.0%Unchanged
Kore Private Wealth LLC2,936$383.0K0.04%−220−7.0%Reduced
Laurel Wealth Advisors, Inc.2,949$384.0K0.05%+777+35.8%Added
Meristem Family Wealth, LLC2,950$385.0K0.06%+2,950New
Optimal Asset Management, Inc.170,949$387.0K0.05%+63,092+58.5%Added
Meiji Yasuda Life Insurance Co2,972$388.0K0.01%00.0%Unchanged
Carnegie Capital Asset Management, LLC2,994$391.0K0.01%00.0%Unchanged