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 |
|---|---|---|---|---|---|
| Abbrea Capital, LLC | 5,558 | $725.0K | 0.11% | +5,558 | New |
| DCM Advisors, LLC | 5,538 | $723.0K | 0.41% | +5,538 | New |
| Hollencrest Capital Management | 5,416 | $707.0K | 0.06% | −200−3.6% | Reduced |
| Oxford Financial Group Ltd | 5,404 | $705.0K | 0.09% | +52+1.0% | Added |
| Integrated Advisors Network LLC | 5,401 | $705.0K | 0.05% | +383+7.6% | Added |
| IndexIQ Advisors LLC | 5,394 | $704.0K | 0.02% | +161+3.1% | Added |
| Cornerstone Advisory, LLC | 5,368 | $700.0K | 0.12% | −1,156−17.7% | Reduced |
| Sigma Planning Corp | 5,328 | $695.0K | 0.02% | +1,106+26.2% | Added |
| Carl P. Sherr & Co., LLC | 5,223 | $681.0K | 0.47% | +1,165+28.7% | Added |
| Mid Atlantic Financial Management Inc | 5,129 | $669.0K | 0.05% | −128−2.4% | Reduced |
| Enlightenment Research, LLC | 5,100 | $665.0K | 0.85% | +5,100 | New |
| Beacon Pointe Advisors, LLC | 5,022 | $655.0K | 0.02% | +5,022 | New |
| American Assets Inc | 5,000 | $652.0K | 0.19% | 00.0% | Unchanged |
| 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 |
| Greenwood Capital Associates LLC | 4,932 | $644.0K | 0.10% | +2,566+108.5% | Added |
| Element Pointe Advisors, LLC | 5,000 | $640.0K | 0.19% | +5,000 | New |
| Castleview Partners, LLC | 4,891 | $638.0K | 0.28% | +4,891 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,844 | $632.0K | 0.04% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 4,839 | $631.0K | 0.02% | +2,608+116.9% | Added |
| Gsa Capital Partners LLP | 4,820 | $629.0K | 0.07% | +4,820 | New |
| Wintrust Investments LLC | 4,793 | $625.0K | 0.06% | −1,310−21.5% | Reduced |
| Seeyond | 4,577 | $597.0K | 0.06% | −149−3.2% | Reduced |
| Leonteq Securities AG | 4,550 | $593.7K | 0.05% | −31,357−87.3% | 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 |
| Meeder Asset Management Inc | 4,536 | $592.0K | 0.03% | −2,446−35.0% | Reduced |
| Augustine Asset Management Inc | 4,466 | $583.0K | 0.30% | +4,466 | New |
| Compagnie Lombard Odier SCmA | 4,463 | $582.0K | 0.01% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 4,442 | $580.0K | 0.42% | +4,442 | New |
| Element Wealth, LLC | 4,397 | $574.0K | 0.45% | +30+0.7% | Added |
| Conning Inc. | 4,375 | $571.0K | 0.02% | −386−8.1% | Reduced |
| Optimum Investment Advisors | 4,360 | $569.0K | 0.18% | −274−5.9% | Reduced |
| MidWestOne Financial Group, Inc. | 4,343 | $567.0K | 0.13% | +4,343 | New |
| American Portfolios Advisors | 4,345 | $566.9K | 0.02% | −1,198−21.6% | Reduced |
| Creative Financial Designs Inc | 4,336 | $566.0K | 0.10% | +37+0.9% | Added |
| Affinity Investment Advisors, LLC | 4,290 | $560.0K | 0.25% | +4,290 | New |
| Wedbush Securities Inc | 4,276 | $558.0K | 0.03% | −2,089−32.8% | Reduced |
| 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 |
| Glenmede Trust Co NA | 4,248 | $554.0K | 0.00% | +240+6.0% | Added |
| Chapman Investment Management, LLC | 4,198 | $548.0K | 0.30% | 00.0% | Unchanged |
| First National Bank of Omaha | 4,810 | $547.0K | 0.03% | 00.0% | Unchanged |
| Legacy Capital Partners, Inc. | 4,170 | $544.0K | 0.19% | +1,215+41.1% | Added |
| 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 |
| Excalibur Management Corp | 4,140 | $540.0K | 0.24% | −151−3.5% | Reduced |
| Cullen Capital Management LLC | 4,088 | $533.0K | 0.01% | −87−2.1% | Reduced |
| Avantax Advisory Services, Inc. | 4,055 | $532.0K | 0.01% | +1,069+35.8% | Added |
| American Investment Services, Inc. | 4,049 | $528.0K | 0.12% | −729−15.3% | Reduced |
| Arkadios Wealth Advisors | 4,018 | $524.0K | 0.06% | +2,292+132.8% | Added |
| 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 |
| Beck Capital Management, LLC | 3,988 | $520.0K | 0.17% | −125−3.0% | Reduced |
| Belpointe Asset Management LLC | 3,966 | $517.0K | 0.04% | +1,599+67.6% | Added |
| Dearborn Partners LLC | 3,952 | $516.0K | 0.02% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 3,877 | $506.0K | 0.20% | −381−8.9% | Reduced |
| Parallel Advisors, LLC | 3,827 | $499.0K | 0.02% | +1,139+42.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,820 | $498.4K | 0.00% | −2,769−42.0% | Reduced |
| Kirr Marbach & Co LLC | 3,810 | $497.0K | 0.14% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 3,773 | $492.0K | 0.45% | +3,773 | New |
| Qtron Investments LLC | 3,733 | $487.0K | 0.12% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 3,708 | $484.0K | 0.01% | +3,708 | New |
| 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 |
| RMR Wealth Builders | 3,677 | $480.0K | 0.16% | −66−1.8% | Reduced |
| Alpha Cubed Investments, LLC | 3,666 | $478.0K | 0.03% | +200+5.8% | Added |
| Mogy Joel R Investment Counsel Inc | 3,650 | $476.0K | 0.04% | 00.0% | Unchanged |
| Nomura Holdings Inc | 3,632 | $474.0K | 0.00% | +3,632 | New |
| Ieq Capital, LLC | 3,618 | $472.0K | 0.01% | +1,415+64.2% | 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 |
| 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 |
| Alpha Omega Wealth Management LLC | 3,576 | $467.0K | 0.08% | +76+2.2% | Added |
| 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 |
| Arq Wealth Advisors, LLC | 3,545 | $463.0K | 0.30% | 00.0% | Unchanged |
| Monetary Management Group Inc | 3,500 | $457.0K | 0.14% | −500−12.5% | Reduced |
| 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 |
| 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 |
| Bulltick Wealth Management, LLC | 3,333 | $434.9K | 0.10% | 00.0% | Unchanged |
| 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 |
| Pitcairn Co | 3,281 | $429.0K | 0.03% | −20−0.6% | Reduced |
| 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 |
| Coco Enterprises, LLC | 3,196 | $423.0K | 0.35% | +13+0.4% | Added |
| Morse Asset Management, Inc | 3,190 | $416.0K | 0.10% | +890+38.7% | Added |
| 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 |
| Walter & Keenan Financial Consulting Co | 3,105 | $406.0K | 0.14% | −435−12.3% | Reduced |
| 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 |
| Manchester Capital Management LLC | 3,086 | $403.0K | 0.06% | +10+0.3% | Added |
| Level Four Advisory Services, LLC | 3,049 | $398.0K | 0.03% | +258+9.2% | Added |
| Founders Capital Management | 3,020 | $394.0K | 0.26% | 00.0% | Unchanged |