Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
No open-market purchases or sales by Simon Property Group Inc. insiders were filed in the last 90 days; 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,363 | $67.7B |
| Q1 2026 | 1,312 | $54.6B |
| Q4 2025 | 1,289 | $54.3B |
| Q3 2025 | 1,221 | $54.5B |
| Q2 2025 | 1,213 | $46.8B |
| Q1 2025 | 1,202 | $48.9B |
| Q4 2024 | 1,195 | $50.4B |
| Q3 2024 | 1,136 | $48.8B |
| Q2 2024 | 1,105 | $43.7B |
| Q1 2024 | 1,084 | $45.3B |
| Q4 2023 | 1,056 | $41.4B |
| Q3 2023 | 985 | $31.0B |
| Q2 2023 | 988 | $32.9B |
| Q1 2023 | 987 | $31.9B |
| Q4 2022 | 996 | $33.1B |
| Q3 2022 | 921 | $25.1B |
| Q2 2022 | 940 | $26.5B |
| Q1 2022 | 1,012 | $37.6B |
| Q4 2021 | 1,049 | $46.1B |
| Q3 2021 | 918 | $37.3B |
| Q2 2021 | 906 | $37.4B |
| Q1 2021 | 847 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 3,000 | $391.0K | 0.02% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 3,000 | $391.0K | 0.08% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,000 | $391.0K | 0.13% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,003 | $392.0K | 0.03% | +111+3.8% | Added |
| Founders Capital Management | 3,020 | $394.0K | 0.26% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,049 | $398.0K | 0.03% | +258+9.2% | Added |
| Manchester Capital Management LLC | 3,086 | $403.0K | 0.06% | +10+0.3% | Added |
| Presima Inc. | 3,100 | $404.0K | 0.06% | −17,700−85.1% | Reduced |
| Cohen Klingenstein LLC | 3,100 | $404.0K | 0.02% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 3,105 | $406.0K | 0.14% | −435−12.3% | Reduced |
| Park Avenue Securities LLC | 3,146 | $410.0K | 0.01% | +819+35.2% | Added |
| Boothbay Fund Management, LLC | 3,146 | $410.0K | 0.02% | +3,146 | New |
| Versor Investments LP | 3,142 | $410.0K | 0.01% | +3,142 | New |
| Morse Asset Management, Inc | 3,190 | $416.0K | 0.10% | +890+38.7% | Added |
| Coco Enterprises, LLC | 3,196 | $423.0K | 0.35% | +13+0.4% | Added |
| Sentry Investment Management LLC | 3,246 | $424.0K | 0.11% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 3,250 | $424.0K | 0.00% | +1,000+44.4% | Added |
| Pitcairn Co | 3,281 | $429.0K | 0.03% | −20−0.6% | Reduced |
| Signaturefd, LLC | 3,300 | $431.0K | 0.02% | −269−7.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $431.0K | 0.14% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 3,333 | $434.9K | 0.10% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 3,400 | $444.0K | 0.03% | −192−5.3% | Reduced |
| Marietta Investment Partners LLC | 3,400 | $444.0K | 0.10% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,455 | $451.0K | 0.04% | +937+37.2% | Added |
| Stratos Wealth Partners, LTD. | 3,454 | $451.0K | 0.01% | +1,053+43.9% | Added |
| Monetary Management Group Inc | 3,500 | $457.0K | 0.14% | −500−12.5% | Reduced |
| Arq Wealth Advisors, LLC | 3,545 | $463.0K | 0.30% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 3,572 | $466.0K | 0.12% | −515−12.6% | Reduced |
| Shell Asset Management Co | 3,568 | $466.0K | 0.01% | +1,024+40.3% | Added |
| Alpha Omega Wealth Management LLC | 3,576 | $467.0K | 0.08% | +76+2.2% | Added |
| Ninety One SA (PTY) Ltd | 3,571 | $469.0K | 0.17% | −218−5.8% | Reduced |
| Liberty One Investment Management, LLC | 3,592 | $469.0K | 0.08% | +737+25.8% | Added |
| Fox Run Management, L.L.C. | 3,600 | $470.0K | 0.43% | +3,600 | New |
| TBH Global Asset Management, LLC | 3,603 | $470.0K | 0.11% | +3,603 | New |
| Ieq Capital, LLC | 3,618 | $472.0K | 0.01% | +1,415+64.2% | Added |
| Nomura Holdings Inc | 3,632 | $474.0K | 0.00% | +3,632 | New |
| Mogy Joel R Investment Counsel Inc | 3,650 | $476.0K | 0.04% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 3,666 | $478.0K | 0.03% | +200+5.8% | Added |
| RMR Wealth Builders | 3,677 | $480.0K | 0.16% | −66−1.8% | Reduced |
| MAI Capital Management | 3,683 | $481.0K | 0.01% | +41+1.1% | Added |
| Gateway Advisory, LLC | 3,684 | $481.0K | 0.10% | +3,684 | New |
| Worldquant Millennium Advisors LLC | 3,708 | $484.0K | 0.01% | +3,708 | New |
| Qtron Investments LLC | 3,733 | $487.0K | 0.12% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 3,773 | $492.0K | 0.45% | +3,773 | New |
| Kirr Marbach & Co LLC | 3,810 | $497.0K | 0.14% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,820 | $498.4K | 0.00% | −2,769−42.0% | Reduced |
| Parallel Advisors, LLC | 3,827 | $499.0K | 0.02% | +1,139+42.4% | Added |
| Camelot Portfolios, LLC | 3,877 | $506.0K | 0.20% | −381−8.9% | Reduced |
| Dearborn Partners LLC | 3,952 | $516.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,966 | $517.0K | 0.04% | +1,599+67.6% | Added |
| Beck Capital Management, LLC | 3,988 | $520.0K | 0.17% | −125−3.0% | Reduced |
| EJF Capital LLC | 4,000 | $522.0K | 0.05% | −2,000−33.3% | Reduced |
| AllSquare Wealth Management LLC | 4,000 | $522.0K | 0.30% | −75−1.8% | Reduced |
| Arkadios Wealth Advisors | 4,018 | $524.0K | 0.06% | +2,292+132.8% | Added |
| American Investment Services, Inc. | 4,049 | $528.0K | 0.12% | −729−15.3% | Reduced |
| Avantax Advisory Services, Inc. | 4,055 | $532.0K | 0.01% | +1,069+35.8% | Added |
| Cullen Capital Management LLC | 4,088 | $533.0K | 0.01% | −87−2.1% | Reduced |
| Excalibur Management Corp | 4,140 | $540.0K | 0.24% | −151−3.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,149 | $541.0K | 0.11% | −189−4.4% | Reduced |
| Bessemer Securities LLC | 4,150 | $541.0K | 0.21% | 00.0% | Unchanged |
| Legacy Capital Partners, Inc. | 4,170 | $544.0K | 0.19% | +1,215+41.1% | Added |
| First National Bank of Omaha | 4,810 | $547.0K | 0.03% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 4,198 | $548.0K | 0.30% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,248 | $554.0K | 0.00% | +240+6.0% | Added |
| Radnor Capital Management, LLC | 4,266 | $557.0K | 0.19% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 4,275 | $557.0K | 0.02% | +1,143+36.5% | Added |
| Wedbush Securities Inc | 4,276 | $558.0K | 0.03% | −2,089−32.8% | Reduced |
| Affinity Investment Advisors, LLC | 4,290 | $560.0K | 0.25% | +4,290 | New |
| Creative Financial Designs Inc | 4,336 | $566.0K | 0.10% | +37+0.9% | Added |
| American Portfolios Advisors | 4,345 | $566.9K | 0.02% | −1,198−21.6% | Reduced |
| MidWestOne Financial Group, Inc. | 4,343 | $567.0K | 0.13% | +4,343 | New |
| Optimum Investment Advisors | 4,360 | $569.0K | 0.18% | −274−5.9% | Reduced |
| Conning Inc. | 4,375 | $571.0K | 0.02% | −386−8.1% | Reduced |
| Element Wealth, LLC | 4,397 | $574.0K | 0.45% | +30+0.7% | Added |
| All Season Financial Advisors, Inc. | 4,442 | $580.0K | 0.42% | +4,442 | New |
| Compagnie Lombard Odier SCmA | 4,463 | $582.0K | 0.01% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 4,466 | $583.0K | 0.30% | +4,466 | New |
| Meeder Asset Management Inc | 4,536 | $592.0K | 0.03% | −2,446−35.0% | Reduced |
| Ameritas Investment Partners, Inc. | 4,546 | $593.0K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 4,594 | $593.0K | 0.11% | +4,594 | New |
| Leonteq Securities AG | 4,550 | $593.7K | 0.05% | −31,357−87.3% | Reduced |
| Seeyond | 4,577 | $597.0K | 0.06% | −149−3.2% | Reduced |
| Wintrust Investments LLC | 4,793 | $625.0K | 0.06% | −1,310−21.5% | Reduced |
| Gsa Capital Partners LLP | 4,820 | $629.0K | 0.07% | +4,820 | New |
| FDx Advisors, Inc. | 4,839 | $631.0K | 0.02% | +2,608+116.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,844 | $632.0K | 0.04% | 00.0% | Unchanged |
| Castleview Partners, LLC | 4,891 | $638.0K | 0.28% | +4,891 | New |
| Element Pointe Advisors, LLC | 5,000 | $640.0K | 0.19% | +5,000 | New |
| Greenwood Capital Associates LLC | 4,932 | $644.0K | 0.10% | +2,566+108.5% | Added |
| Renasant Bank | 4,978 | $650.0K | 0.49% | +234+4.9% | Added |
| Trust Co | 4,983 | $650.0K | 0.46% | +1,093+28.1% | Added |
| American Assets Inc | 5,000 | $652.0K | 0.19% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 5,022 | $655.0K | 0.02% | +5,022 | New |
| Enlightenment Research, LLC | 5,100 | $665.0K | 0.85% | +5,100 | New |
| Mid Atlantic Financial Management Inc | 5,129 | $669.0K | 0.05% | −128−2.4% | Reduced |
| Carl P. Sherr & Co., LLC | 5,223 | $681.0K | 0.47% | +1,165+28.7% | Added |
| Sigma Planning Corp | 5,328 | $695.0K | 0.02% | +1,106+26.2% | Added |
| Cornerstone Advisory, LLC | 5,368 | $700.0K | 0.12% | −1,156−17.7% | Reduced |
| IndexIQ Advisors LLC | 5,394 | $704.0K | 0.02% | +161+3.1% | Added |
| Oxford Financial Group Ltd | 5,404 | $705.0K | 0.09% | +52+1.0% | Added |