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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 31,267 | $4.08M | 0.43% | +5,029+19.2% | Added |
| Advisors Asset Management, Inc. | 31,147 | $4.06M | 0.06% | −15,597−33.4% | Reduced |
| CIBC World Markets Inc. | 30,611 | $3.99M | 0.01% | +21,215+225.8% | Added |
| Goelzer Investment Management, Inc. | 30,511 | $3.98M | 0.33% | −160−0.5% | Reduced |
| Penn Mutual Asset Management, LLC | 30,240 | $3.95M | 4.93% | −760−2.5% | Reduced |
| SG3 Management, LLC | 30,000 | $3.91M | 1.67% | +1,500+5.3% | Added |
| Cinctive Capital Management LP | 29,939 | $3.91M | 0.21% | +29,939 | New |
| Foster & Motley Inc | 29,529 | $3.85M | 0.32% | +29,529 | New |
| Mirae Asset Global Investments Co., Ltd. | 29,465 | $3.85M | 0.01% | +11,765+66.5% | Added |
| Wolverine Trading, LLC | 29,174 | $3.82M | 0.10% | −43,002−59.6% | Reduced |
| CIBC Asset Management Inc | 28,990 | $3.78M | 0.02% | +1,042+3.7% | Added |
| Lazard Asset Management LLC | 28,612 | $3.73M | 0.00% | −44,119−60.7% | Reduced |
| Nordea Investment Management AB | 28,158 | $3.67M | 0.00% | −960,392−97.2% | Reduced |
| Barometer Capital Management Inc. | 28,332 | $3.66M | 0.70% | −838−2.9% | Reduced |
| GAM Holding AG | 28,002 | $3.65M | 0.16% | −20.0% | Reduced |
| HGK Asset Management Inc | 27,769 | $3.62M | 1.15% | −8,073−22.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 31,710 | $3.60M | 0.25% | +17,300+120.1% | Added |
| Private Advisor Group, LLC | 27,508 | $3.59M | 0.03% | +1,190+4.5% | Added |
| ING Groep NV | 27,448 | $3.58M | 0.06% | +5,698+26.2% | Added |
| Pensionfund Sabic | 27,306 | $3.56M | 0.76% | 00.0% | Unchanged |
| Condor Capital Management | 27,141 | $3.54M | 0.39% | −1,038−3.7% | Reduced |
| Paradigm Asset Management Co LLC | 26,710 | $3.49M | 0.89% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 26,689 | $3.48M | 0.02% | +1,407+5.6% | Added |
| Lido Advisors, LLC | 25,321 | $3.30M | 0.08% | +20,275+401.8% | Added |
| Oppenheimer Asset Management Inc. | 25,230 | $3.29M | 0.05% | +705+2.9% | Added |
| Teachers Retirement System of the State of Kentucky | 25,047 | $3.27M | 0.03% | 00.0% | Unchanged |
| Hill Winds Capital LP | 25,000 | $3.26M | 1.73% | +25,000 | New |
| Maryland State Retirement & Pension System | 25,226 | $3.22M | 0.11% | +141+0.6% | Added |
| Oakwood Capital Management LLC | 24,493 | $3.20M | 0.82% | +60.0% | Added |
| Redmond Asset Management, LLC | 24,210 | $3.16M | 0.93% | +1,452+6.4% | Added |
| Fifth Third Bancorp | 23,962 | $3.13M | 0.01% | −271−1.1% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 23,869 | $3.11M | 0.05% | −150,371−86.3% | Reduced |
| Banque Pictet & Cie SA | 23,624 | $3.08M | 0.03% | 00.0% | Unchanged |
| Putnam Investments LLC | 23,439 | $3.06M | 0.00% | −266,781−91.9% | Reduced |
| Tower Bridge Advisors | 23,423 | $3.06M | 0.20% | −425−1.8% | Reduced |
| Wellington Shields Capital Management, LLC | 23,405 | $3.05M | 0.37% | +650+2.9% | Added |
| Truehand, Inc | 23,377 | $3.05M | 1.80% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 23,243 | $3.03M | 0.07% | +7,498+47.6% | Added |
| Sound Income Strategies, LLC | 23,144 | $3.02M | 0.44% | +8,220+55.1% | Added |
| Vident Investment Advisory, LLC | 23,073 | $3.01M | 0.09% | +542+2.4% | Added |
| Elo Mutual Pension Insurance Co | 23,050 | $3.01M | 0.10% | −622−2.6% | Reduced |
| Tredje AP-fonden | 22,464 | $2.93M | 0.06% | 00.0% | Unchanged |
| Duality Advisers, LP | 22,134 | $2.89M | 0.26% | −36,346−62.2% | Reduced |
| Truvestments Capital LLC | 22,057 | $2.88M | 1.58% | +1,833+9.1% | Added |
| New Mexico Educational Retirement Board | 21,895 | $2.86M | 0.10% | +2,300+11.7% | Added |
| Spirit of America Management Corp | 21,600 | $2.82M | 0.60% | +11,600+116.0% | Added |
| Black Swift Group, LLC | 20,990 | $2.74M | 1.33% | +6,990+49.9% | Added |
| Mercer Global Advisors Inc | 20,675 | $2.70M | 0.02% | +8,267+66.6% | Added |
| Nations Financial Group Inc, | 20,677 | $2.70M | 0.45% | +20,677 | New |
| Malaga Cove Capital, LLC | 20,548 | $2.68M | 1.15% | −669−3.2% | Reduced |
| Louisiana State Employees Retirement System | 20,500 | $2.67M | 0.06% | +100+0.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 20,361 | $2.66M | 0.03% | −200,000−90.8% | Reduced |
| Concentric Wealth Management, LLC | 20,343 | $2.65M | 0.81% | +84+0.4% | Added |
| Candriam Luxembourg S.C.A. | 20,066 | $2.62M | 0.02% | −1,197−5.6% | Reduced |
| Huntington National Bank | 19,832 | $2.59M | 0.03% | +12,182+159.2% | Added |
| Crossmark Global Holdings, Inc. | 19,792 | $2.58M | 0.06% | +2,117+12.0% | Added |
| Ami Investment Management Inc | 19,438 | $2.54M | 1.03% | −129−0.7% | Reduced |
| Teamwork Financial Advisors, LLC | 19,374 | $2.53M | 0.52% | −10,473−35.1% | Reduced |
| Soltis Investment Advisors LLC | 19,352 | $2.52M | 0.40% | +1,568+8.8% | Added |
| Kentucky Retirement Systems | 19,131 | $2.50M | 0.12% | −962−4.8% | Reduced |
| QS Investors, LLC | 18,713 | $2.44M | 0.03% | −1,153−5.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 18,632 | $2.43M | 0.10% | +370+2.0% | Added |
| Anson Funds Management LP | 17,900 | $2.34M | 0.28% | +4,000+28.8% | Added |
| Reilly Financial Advisors, LLC | 17,682 | $2.31M | 0.19% | +1,017+6.1% | Added |
| Cutler Group LP | 17,670 | $2.31M | 0.17% | +17,670 | New |
| Great Valley Advisor Group, Inc. | 17,430 | $2.27M | 0.17% | −3,802−17.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 17,377 | $2.27M | 0.23% | −37−0.2% | Reduced |
| HWG Holdings LP | 17,219 | $2.25M | 1.15% | +17,219 | New |
| Financial Management Network Inc | 17,263 | $2.24M | 1.14% | −1,640−8.7% | Reduced |
| Pacer Advisors, Inc. | 17,146 | $2.24M | 0.03% | −867−4.8% | Reduced |
| Full18 Capital LLC | 17,068 | $2.23M | 0.93% | +17,068 | New |
| FORA Capital, LLC | 16,986 | $2.22M | 0.41% | +13,688+415.0% | Added |
| Madison Wealth Management | 16,805 | $2.19M | 0.48% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 16,564 | $2.16M | 0.02% | −8,518−34.0% | Reduced |
| Phocas Financial Corp. | 16,509 | $2.15M | 0.27% | −587−3.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 16,338 | $2.13M | 0.20% | +843+5.4% | Added |
| Mariner, LLC | 16,205 | $2.11M | 0.01% | +1,432+9.7% | Added |
| Psagot Investment House Ltd. | 15,805 | $2.06M | 0.07% | −1,650−9.5% | Reduced |
| Great Lakes Advisors, LLC | 15,451 | $2.02M | 0.03% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 15,398 | $2.01M | 0.02% | −1,020−6.2% | Reduced |
| Alerus Financial NA | 15,220 | $1.99M | 0.20% | +2,435+19.0% | Added |
| Lockheed Martin Investment Management Co | 15,000 | $1.96M | 0.10% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 14,920 | $1.95M | 0.03% | +28+0.2% | Added |
| Carlson Capital L P | 14,907 | $1.95M | 0.09% | +14,907 | New |
| E. Ohman J:or Asset Management AB | 14,780 | $1.93M | 0.06% | +2,000+15.6% | Added |
| Allstate Corp | 14,611 | $1.91M | 0.06% | −884−5.7% | Reduced |
| Banque Cantonale Vaudoise | 14,584 | $1.90M | 0.08% | +8,600+143.7% | Added |
| Snowden Capital Advisors LLC | 14,554 | $1.90M | 0.10% | −2,667−15.5% | Reduced |
| Fma Advisory Inc | 14,296 | $1.86M | 0.69% | +746+5.5% | Added |
| Cetera Investment Advisers | 14,078 | $1.84M | 0.03% | +2,076+17.3% | Added |
| Federation des caisses Desjardins du Quebec | 13,992 | $1.83M | 0.02% | +607+4.5% | Added |
| Profund Advisors LLC | 13,840 | $1.81M | 0.06% | +4,762+52.5% | Added |
| Steward Partners Investment Advisory, LLC | 13,682 | $1.78M | 0.03% | +721+5.6% | Added |
| Commerce Bank | 13,434 | $1.75M | 0.01% | −65−0.5% | Reduced |
| Ibex Wealth Advisors | 13,329 | $1.74M | 0.35% | +494+3.8% | Added |
| Eagle Asset Management Inc | 12,936 | $1.69M | 0.01% | +12,936 | New |
| Fuller & Thaler Asset Management, Inc. | 12,830 | $1.67M | 0.01% | +5,320+70.8% | Added |
| American Assets Investment Management, LLC | 12,700 | $1.66M | 0.22% | 00.0% | Unchanged |
| JT Stratford LLC | 12,515 | $1.63M | 0.52% | +228+1.9% | Added |
| Jump Financial, LLC | 12,189 | $1.59M | 0.15% | +12,189 | New |