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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 12,004 | $1.57M | 0.01% | +2,253+23.1% | Added |
| Gotham Asset Management, LLC | 11,992 | $1.56M | 0.07% | −6,359−34.7% | Reduced |
| Peak Asset Management, LLC | 11,956 | $1.56M | 0.39% | +1,437+13.7% | Added |
| First Hawaiian Bank | 11,794 | $1.54M | 0.06% | +3,558+43.2% | Added |
| World Asset Management Inc | 11,761 | $1.53M | 0.14% | −887−7.0% | Reduced |
| Cetera Advisors LLC | 11,533 | $1.50M | 0.04% | +5,757+99.7% | Added |
| National Asset Management, Inc. | 10,828 | $1.39M | 0.05% | −1,943−15.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,939 | $1.38M | 0.02% | +10,939 | New |
| Legacy Wealth Asset Management, LLC | 10,596 | $1.38M | 0.61% | −225−2.1% | Reduced |
| Clear Harbor Asset Management, LLC | 10,478 | $1.37M | 0.17% | 00.0% | Unchanged |
| Ethic Inc. | 10,366 | $1.35M | 0.16% | +2,941+39.6% | Added |
| Flagship Harbor Advisors, LLC | 10,323 | $1.35M | 0.14% | +2,278+28.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,306 | $1.34M | 0.06% | −400−3.7% | Reduced |
| Caption Management, LLC | 10,300 | $1.34M | 0.12% | −11,800−53.4% | Reduced |
| Fiduciary Trust Co | 10,268 | $1.34M | 0.03% | −1,004−8.9% | Reduced |
| KG&L Capital Management,LLC | 10,253 | $1.34M | 0.61% | 00.0% | Unchanged |
| American National Insurance Co | 10,246 | $1.34M | 0.05% | 00.0% | Unchanged |
| Cigna Investments Inc | 10,165 | $1.33M | 0.10% | −1,653−14.0% | Reduced |
| Brookstone Capital Management | 10,429 | $1.32M | 0.02% | −1,392−11.8% | Reduced |
| Financial Advocates Investment Management | 10,179 | $1.32M | 0.09% | +10,179 | New |
| Mark Asset Management LP | 9,856 | $1.29M | 0.19% | +4,872+97.8% | Added |
| Claraphi Advisory Network, LLC | 9,803 | $1.28M | 0.38% | +9+0.1% | Added |
| Cascade Investment Advisors, Inc. | 9,728 | $1.27M | 0.80% | +358+3.8% | Added |
| Redwood Investment Management, LLC | 9,718 | $1.27M | 0.21% | +1,316+15.7% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 9,560 | $1.25M | 0.02% | +604+6.7% | Added |
| Prospera Financial Services Inc | 9,487 | $1.24M | 0.06% | +944+11.0% | Added |
| JustInvest LLC | 9,465 | $1.24M | 0.13% | +2,198+30.2% | Added |
| Stelac Advisory Services LLC | 9,445 | $1.23M | 0.28% | −368−3.8% | Reduced |
| Adell Harriman & Carpenter Inc | 9,375 | $1.22M | 0.13% | +545+6.2% | Added |
| Capital Investment Advisors, LLC | 9,345 | $1.22M | 0.04% | −1,079−10.4% | Reduced |
| D.A. Davidson & Co. | 9,317 | $1.22M | 0.01% | +390+4.4% | Added |
| Marshall Wace North America L.P. | 9,234 | $1.21M | 0.01% | −14,755−61.5% | Reduced |
| IBM Retirement Fund | 9,205 | $1.20M | 0.09% | −1,848−16.7% | Reduced |
| Moody National Bank Trust Division | 9,130 | $1.19M | 0.02% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 9,107 | $1.19M | 0.04% | +1,598+21.3% | Added |
| Gofen & Glossberg LLC | 9,088 | $1.19M | 0.03% | −34−0.4% | Reduced |
| Lincoln National Corp | 8,945 | $1.17M | 0.03% | +4,826+117.2% | Added |
| MUFG Americas Holdings Corp | 8,896 | $1.16M | 0.02% | +453+5.4% | Added |
| Advisor Partners LLC | 8,698 | $1.14M | 0.07% | +69+0.8% | Added |
| Red Cedar Investment Management, LLC | 8,670 | $1.13M | 0.15% | −3,125−26.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,551 | $1.12M | 0.12% | −621−6.8% | Reduced |
| Kinneret Advisory, LLC | 8,476 | $1.11M | 0.13% | 00.0% | Unchanged |
| Grassi Investment Management | 8,325 | $1.09M | 0.12% | +8,325 | New |
| Jeppson Wealth Management, LLC | 8,320 | $1.08M | 0.59% | −80−1.0% | Reduced |
| Bedel Financial Consulting, Inc. | 8,286 | $1.08M | 0.38% | +147+1.8% | Added |
| Achmea Investment Management B.V. | 8,262 | $1.08M | 0.04% | −26,238−76.1% | Reduced |
| AlphaCrest Capital Management LLC | 8,216 | $1.07M | 0.05% | −21−0.3% | Reduced |
| BP PLC | 8,206 | $1.07M | 0.05% | −3,028−27.0% | Reduced |
| 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 |
| Joho Capital LLC | 8,100 | $1.06M | 0.15% | 00.0% | Unchanged |
| Stephens Inc | 8,018 | $1.05M | 0.02% | −565−6.6% | Reduced |
| Compton Capital Management Inc | 8,000 | $1.04M | 0.31% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 7,885 | $1.03M | 0.12% | +353+4.7% | Added |
| Sumitomo Life Insurance Co | 7,728 | $1.01M | 0.03% | −1,037−11.8% | Reduced |
| Icon Wealth Partners, LLC | 7,690 | $1.00M | 0.11% | +1,552+25.3% | Added |
| Harvest Fund Management Co., Ltd | 7,607 | $1.00M | 0.11% | −253−3.2% | Reduced |
| Valeo Financial Advisors, LLC | 7,627 | $994.0K | 0.06% | +79+1.0% | Added |
| Bank Hapoalim BM | 7,404 | $966.0K | 0.11% | +773+11.7% | Added |
| Advisory Services Network, LLC | 7,366 | $961.0K | 0.03% | +4,432+151.1% | Added |
| Future Financial Wealth Managment LLC | 7,357 | $960.0K | 0.99% | +30.0% | Added |
| Boston Partners | 7,342 | $958.0K | 0.00% | −4,180−36.3% | Reduced |
| Boston Private Wealth LLC | 7,212 | $941.0K | 0.01% | +639+9.7% | Added |
| Trustmark National Bank Trust Department | 7,175 | $936.0K | 0.07% | +1,120+18.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 7,120 | $929.0K | 0.01% | −871−10.9% | Reduced |
| Golden State Equity Partners | 7,030 | $917.0K | 0.36% | +156+2.3% | Added |
| USA Financial Portformulas Corp | 7,003 | $914.0K | 0.77% | +7,003 | New |
| Gifford Fong Associates | 7,000 | $913.0K | 0.18% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 6,974 | $910.0K | 0.01% | +6,974 | New |
| Aaron Wealth Advisors | 6,952 | $907.0K | 0.30% | +6,952 | New |
| Veriti Management LLC | 6,934 | $905.0K | 0.14% | +1,585+29.6% | Added |
| 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 |
| LMR Partners LLP | 6,772 | $884.0K | 0.01% | +6,772 | New |
| Boenning & Scattergood, Inc. | 6,756 | $882.0K | 0.15% | +40+0.6% | Added |
| Verition Fund Management LLC | 6,700 | $874.0K | 0.01% | +100+1.5% | Added |
| BTC Capital Management, Inc. | 6,660 | $869.0K | 0.10% | −5,246−44.1% | Reduced |
| Everence Capital Management Inc | 6,629 | $865.0K | 0.07% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,622 | $864.0K | 0.05% | +1,114+20.2% | Added |
| Blair William & Co | 6,547 | $854.0K | 0.00% | +110+1.7% | Added |
| Veritable, L.P. | 6,498 | $848.0K | 0.01% | −9,905−60.4% | Reduced |
| Greenleaf Trust | 6,491 | $847.0K | 0.01% | +259+4.2% | Added |
| Acadian Asset Management LLC | 6,483 | $845.0K | 0.00% | −15,330−70.3% | Reduced |
| Wolverine Asset Management LLC | 6,471 | $844.0K | 0.01% | +1,218+23.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,378 | $832.0K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 6,362 | $830.0K | 0.13% | −608−8.7% | Reduced |
| 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 |
| We Are One Seven, LLC | 6,133 | $800.0K | 0.11% | +2,451+66.6% | Added |
| Wellington Shields & Co., LLC | 6,070 | $792.0K | 0.26% | +500+9.0% | Added |
| Moloney Securities Asset Management, LLC | 6,034 | $787.0K | 0.14% | +195+3.3% | Added |
| Intersect Capital LLC | 5,982 | $781.0K | 0.14% | +590+10.9% | Added |
| Guardian Capital Advisors LP | 5,995 | $777.0K | 0.08% | +2,545+73.8% | Added |
| Horizon Investments, LLC | 5,901 | $762.0K | 0.02% | −1,690−22.3% | Reduced |
| Cresset Asset Management, LLC | 5,814 | $759.0K | 0.01% | +1,872+47.5% | Added |
| New England Research & Management, Inc. | 5,800 | $757.0K | 0.39% | −225−3.7% | Reduced |
| Fortem Financial Group, LLC | 5,668 | $740.0K | 0.38% | +5,668 | New |
| 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 |
| Keybank National Association | 5,574 | $727.0K | 0.00% | +174+3.2% | Added |