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 |
|---|---|---|---|---|---|
| Integrated Advisors Network LLC | 5,401 | $705.0K | 0.05% | +383+7.6% | Added |
| Hollencrest Capital Management | 5,416 | $707.0K | 0.06% | −200−3.6% | Reduced |
| DCM Advisors, LLC | 5,538 | $723.0K | 0.41% | +5,538 | New |
| Abbrea Capital, LLC | 5,558 | $725.0K | 0.11% | +5,558 | New |
| Keybank National Association | 5,574 | $727.0K | 0.00% | +174+3.2% | Added |
| NEXT Financial Group, Inc | 5,620 | $734.0K | 0.06% | −1,172−17.3% | Reduced |
| Verdence Capital Advisors LLC | 5,622 | $734.0K | 0.10% | +2,607+86.5% | Added |
| Fortem Financial Group, LLC | 5,668 | $740.0K | 0.38% | +5,668 | New |
| New England Research & Management, Inc. | 5,800 | $757.0K | 0.39% | −225−3.7% | Reduced |
| Cresset Asset Management, LLC | 5,814 | $759.0K | 0.01% | +1,872+47.5% | Added |
| Horizon Investments, LLC | 5,901 | $762.0K | 0.02% | −1,690−22.3% | Reduced |
| Guardian Capital Advisors LP | 5,995 | $777.0K | 0.08% | +2,545+73.8% | Added |
| Intersect Capital LLC | 5,982 | $781.0K | 0.14% | +590+10.9% | Added |
| Moloney Securities Asset Management, LLC | 6,034 | $787.0K | 0.14% | +195+3.3% | Added |
| Wellington Shields & Co., LLC | 6,070 | $792.0K | 0.26% | +500+9.0% | Added |
| We Are One Seven, LLC | 6,133 | $800.0K | 0.11% | +2,451+66.6% | Added |
| Ci Investments Inc. | 6,277 | $819.0K | 0.00% | +1,910+43.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,274 | $819.0K | 0.21% | +6,274 | New |
| Ausdal Financial Partners, Inc. | 6,362 | $830.0K | 0.13% | −608−8.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,378 | $832.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 6,471 | $844.0K | 0.01% | +1,218+23.2% | Added |
| Acadian Asset Management LLC | 6,483 | $845.0K | 0.00% | −15,330−70.3% | Reduced |
| Greenleaf Trust | 6,491 | $847.0K | 0.01% | +259+4.2% | Added |
| Veritable, L.P. | 6,498 | $848.0K | 0.01% | −9,905−60.4% | Reduced |
| Blair William & Co | 6,547 | $854.0K | 0.00% | +110+1.7% | Added |
| Wetherby Asset Management Inc | 6,622 | $864.0K | 0.05% | +1,114+20.2% | Added |
| Everence Capital Management Inc | 6,629 | $865.0K | 0.07% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 6,660 | $869.0K | 0.10% | −5,246−44.1% | Reduced |
| Verition Fund Management LLC | 6,700 | $874.0K | 0.01% | +100+1.5% | Added |
| Boenning & Scattergood, Inc. | 6,756 | $882.0K | 0.15% | +40+0.6% | Added |
| LMR Partners LLP | 6,772 | $884.0K | 0.01% | +6,772 | New |
| Corient Capital Partners, LLC | 6,892 | $899.0K | 0.07% | +338+5.2% | Added |
| Pacific Global Investment Management CO | 6,891 | $899.0K | 0.18% | +906+15.1% | Added |
| Veriti Management LLC | 6,934 | $905.0K | 0.14% | +1,585+29.6% | Added |
| Aaron Wealth Advisors | 6,952 | $907.0K | 0.30% | +6,952 | New |
| Voloridge Investment Management, LLC | 6,974 | $910.0K | 0.01% | +6,974 | New |
| Gifford Fong Associates | 7,000 | $913.0K | 0.18% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 7,003 | $914.0K | 0.77% | +7,003 | New |
| Golden State Equity Partners | 7,030 | $917.0K | 0.36% | +156+2.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 7,120 | $929.0K | 0.01% | −871−10.9% | Reduced |
| Trustmark National Bank Trust Department | 7,175 | $936.0K | 0.07% | +1,120+18.5% | Added |
| Boston Private Wealth LLC | 7,212 | $941.0K | 0.01% | +639+9.7% | Added |
| Boston Partners | 7,342 | $958.0K | 0.00% | −4,180−36.3% | Reduced |
| Future Financial Wealth Managment LLC | 7,357 | $960.0K | 0.99% | +30.0% | Added |
| Advisory Services Network, LLC | 7,366 | $961.0K | 0.03% | +4,432+151.1% | Added |
| Bank Hapoalim BM | 7,404 | $966.0K | 0.11% | +773+11.7% | Added |
| Valeo Financial Advisors, LLC | 7,627 | $994.0K | 0.06% | +79+1.0% | Added |
| Harvest Fund Management Co., Ltd | 7,607 | $1.00M | 0.11% | −253−3.2% | Reduced |
| Icon Wealth Partners, LLC | 7,690 | $1.00M | 0.11% | +1,552+25.3% | Added |
| Sumitomo Life Insurance Co | 7,728 | $1.01M | 0.03% | −1,037−11.8% | Reduced |
| Gladstone Institutional Advisory LLC | 7,885 | $1.03M | 0.12% | +353+4.7% | Added |
| Compton Capital Management Inc | 8,000 | $1.04M | 0.31% | 00.0% | Unchanged |
| Stephens Inc | 8,018 | $1.05M | 0.02% | −565−6.6% | Reduced |
| Joho Capital LLC | 8,100 | $1.06M | 0.15% | 00.0% | Unchanged |
| JLP Asset Management, LLC | 8,186 | $1.07M | 0.57% | −1,300−13.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 8,185 | $1.07M | 0.63% | +8,185 | New |
| BP PLC | 8,206 | $1.07M | 0.05% | −3,028−27.0% | Reduced |
| AlphaCrest Capital Management LLC | 8,216 | $1.07M | 0.05% | −21−0.3% | Reduced |
| Achmea Investment Management B.V. | 8,262 | $1.08M | 0.04% | −26,238−76.1% | Reduced |
| Bedel Financial Consulting, Inc. | 8,286 | $1.08M | 0.38% | +147+1.8% | Added |
| Jeppson Wealth Management, LLC | 8,320 | $1.08M | 0.59% | −80−1.0% | Reduced |
| Grassi Investment Management | 8,325 | $1.09M | 0.12% | +8,325 | New |
| Kinneret Advisory, LLC | 8,476 | $1.11M | 0.13% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 8,551 | $1.12M | 0.12% | −621−6.8% | Reduced |
| Red Cedar Investment Management, LLC | 8,670 | $1.13M | 0.15% | −3,125−26.5% | Reduced |
| Advisor Partners LLC | 8,698 | $1.14M | 0.07% | +69+0.8% | Added |
| MUFG Americas Holdings Corp | 8,896 | $1.16M | 0.02% | +453+5.4% | Added |
| Lincoln National Corp | 8,945 | $1.17M | 0.03% | +4,826+117.2% | Added |
| Gofen & Glossberg LLC | 9,088 | $1.19M | 0.03% | −34−0.4% | Reduced |
| Pathstone Family Office, LLC | 9,107 | $1.19M | 0.04% | +1,598+21.3% | Added |
| Moody National Bank Trust Division | 9,130 | $1.19M | 0.02% | 00.0% | Unchanged |
| IBM Retirement Fund | 9,205 | $1.20M | 0.09% | −1,848−16.7% | Reduced |
| Marshall Wace North America L.P. | 9,234 | $1.21M | 0.01% | −14,755−61.5% | Reduced |
| D.A. Davidson & Co. | 9,317 | $1.22M | 0.01% | +390+4.4% | Added |
| Capital Investment Advisors, LLC | 9,345 | $1.22M | 0.04% | −1,079−10.4% | Reduced |
| Adell Harriman & Carpenter Inc | 9,375 | $1.22M | 0.13% | +545+6.2% | Added |
| Stelac Advisory Services LLC | 9,445 | $1.23M | 0.28% | −368−3.8% | Reduced |
| JustInvest LLC | 9,465 | $1.24M | 0.13% | +2,198+30.2% | Added |
| Prospera Financial Services Inc | 9,487 | $1.24M | 0.06% | +944+11.0% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 9,560 | $1.25M | 0.02% | +604+6.7% | Added |
| Redwood Investment Management, LLC | 9,718 | $1.27M | 0.21% | +1,316+15.7% | Added |
| Cascade Investment Advisors, Inc. | 9,728 | $1.27M | 0.80% | +358+3.8% | Added |
| Claraphi Advisory Network, LLC | 9,803 | $1.28M | 0.38% | +9+0.1% | Added |
| Mark Asset Management LP | 9,856 | $1.29M | 0.19% | +4,872+97.8% | Added |
| Financial Advocates Investment Management | 10,179 | $1.32M | 0.09% | +10,179 | New |
| Brookstone Capital Management | 10,429 | $1.32M | 0.02% | −1,392−11.8% | Reduced |
| Cigna Investments Inc | 10,165 | $1.33M | 0.10% | −1,653−14.0% | Reduced |
| American National Insurance Co | 10,246 | $1.34M | 0.05% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 10,253 | $1.34M | 0.61% | 00.0% | Unchanged |
| Fiduciary Trust Co | 10,268 | $1.34M | 0.03% | −1,004−8.9% | Reduced |
| Caption Management, LLC | 10,300 | $1.34M | 0.12% | −11,800−53.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 10,306 | $1.34M | 0.06% | −400−3.7% | Reduced |
| Flagship Harbor Advisors, LLC | 10,323 | $1.35M | 0.14% | +2,278+28.3% | Added |
| Ethic Inc. | 10,366 | $1.35M | 0.16% | +2,941+39.6% | Added |
| Clear Harbor Asset Management, LLC | 10,478 | $1.37M | 0.17% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 10,596 | $1.38M | 0.61% | −225−2.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,939 | $1.38M | 0.02% | +10,939 | New |
| National Asset Management, Inc. | 10,828 | $1.39M | 0.05% | −1,943−15.2% | Reduced |
| Cetera Advisors LLC | 11,533 | $1.50M | 0.04% | +5,757+99.7% | Added |
| World Asset Management Inc | 11,761 | $1.53M | 0.14% | −887−7.0% | Reduced |