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Simon Property Group Inc.

SPG
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001063761

In the last 90 days, Simon Property Group Inc. insiders filed 11 open-market purchases and 0 sales; 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.

Institutional holdersQ2 2021: 906 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,083 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,135 institutionsQ4 2024: 1,194 institutionsQ1 2025: 1,201 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ2 2021: $37.4B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,201$48.9B
Q4 20241,194$50.4B
Q3 20241,135$48.8B
Q2 20241,105$43.7B
Q1 20241,083$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$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.

Institutions holding SPG in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Paradigm Financial Partners, LLC1,836$240.0K0.06%+28+1.5%Added
GFG Capital, LLC1,834$239.0K0.07%−388−17.5%Reduced
Sunbelt Securities, Inc.1,916$238.0K0.04%−11−0.6%Reduced
BDO Wealth Advisors, LLC1,818$237.0K0.03%00.0%Unchanged
Spire Wealth Management1,792$234.0K0.01%−830−31.7%Reduced
Change Path, LLC1,786$233.0K0.01%+1,786New
Sawtooth Solutions, LLC1,757$229.0K0.05%+1,757New
Private Advisory Group LLC1,752$229.0K0.06%+1,752New
Cabot Wealth Management Inc1,745$228.0K0.03%+1,745New
Boston Family Office LLC1,749$228.0K0.02%+1,749New
CAPROCK Group, Inc.1,751$228.0K0.02%+1,751New
Hutchinson Capital Management1,724$225.0K0.06%+1,724New
TAP Consulting, LLC1,717$224.0K0.06%−1,041−37.7%Reduced
Good Life Advisors, LLC1,698$222.0K0.04%−92−5.1%Reduced
Perigon Wealth Management, LLC1,694$221.0K0.02%+1,694New
Dorsey & Whitney Trust CO LLC1,677$219.0K0.02%+1,677New
Ballentine Partners, LLC1,663$217.0K0.01%+1,663New
Ellington Management Group LLC1,658$216.0K0.07%+1,658New
Barry Investment Advisors, LLC1,630$213.0K0.06%+1,630New
Ziegler Capital Management, LLC1,623$212.0K0.01%+1,623New
LS Investment Advisors, LLC1,618$211.0K0.03%−5,512−77.3%Reduced
TownSquare Capital, LLC1,656$211.0K0.01%+1,656New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,611$210.0K0.01%+1,611New
Avestar Capital, LLC1,606$210.0K0.04%+1,606New
Dividend Assets Capital, LLC1,600$209.0K0.04%00.0%Unchanged
Oak Grove Capital LLC1,600$209.0K0.05%+1,600New
Marcum Wealth, LLC1,583$207.0K0.03%+1,583New
Financial Advisory Corp1,562$204.0K0.15%+1,562New
Mutual Advisors, LLC1,559$203.0K0.01%+1,559New
Burleson & Company, LLC1,541$201.0K0.03%00.0%Unchanged
Indie Asset Partners, LLC1,538$201.0K0.16%+1,538New
Assetmark, Inc1,501$196.0K0.00%−802−34.8%Reduced
Berman Capital Advisors, LLC1,498$194.0K0.03%+245+19.6%Added
American National Bank1,475$192.0K0.04%+285+23.9%Added
Washington Trust Co1,455$190.0K0.01%00.0%Unchanged
Capstone Investment Advisors, LLC1,436$187.0K0.00%−1,023−41.6%Reduced
Exane Derivatives1,428$180.8K0.04%−80−5.3%Reduced
Harbor Investment Advisory, LLC1,348$176.0K0.02%+350+35.1%Added
Banco de Sabadell, S.A1,341$175.0K0.12%+291+27.7%Added
Clal Insurance Enterprises Holdings Ltd1,336$174.0K0.00%−359,000−99.6%Reduced
Firestone Capital Management1,280$167.0K0.06%00.0%Unchanged
Longfellow Investment Management Co LLC1,261$165.0K0.02%−1,468−53.8%Reduced
Prentice Wealth Management LLC1,160$151.0K0.08%−38−3.2%Reduced
Harbour Investments, Inc.1,115$146.0K0.00%+61+5.8%Added
Penserra Capital Management LLC1,068$139.0K0.00%+297+38.5%Added
Rowland & Co Investment Counsel1,045$136.4K0.03%00.0%Unchanged
Activest Wealth Management1,005$131.0K0.10%00.0%Unchanged
Benjamin Edwards Inc1,000$130.0K0.09%00.0%Unchanged
Albion Financial Group1,000$130.0K0.01%+1,000New
Perkins Coie Trust Co1,000$130.0K0.04%+1,000New
Motco906$118.0K0.01%+2+0.2%Added
Savior LLC899$117.0K0.10%00.0%Unchanged
Jones Financial Companies LLLP880$115.0K0.00%+880New
Private Capital Group, LLC833$109.0K0.02%+55+7.1%Added
Central Trust Co815$106.0K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton811$106.0K0.06%00.0%Unchanged
Cullen/Frost Bankers, Inc.808$105.0K0.00%−421−34.3%Reduced
Front Row Advisors LLC800$103.0K0.04%+800New
Concord Wealth Partners783$102.0K0.03%00.0%Unchanged
Versant Capital Management, Inc764$100.0K0.04%−252−24.8%Reduced
First Horizon Advisors, Inc.722$94.0K0.01%−33−4.4%Reduced
Lindbrook Capital, LLC697$91.0K0.02%00.0%Unchanged
Ellevest, Inc.666$87.0K0.01%+25+3.9%Added
NuWave Investment Management, LLC648$85.0K0.09%−4,359−87.1%Reduced
Healthcare of Ontario Pension Plan Trust Fund629$82.0K0.00%00.0%Unchanged
BBVA USA626$82.0K0.00%+626New
CX Institutional617$81.0K0.01%+184+42.5%Added
SRS Capital Advisors, Inc.607$79.0K0.01%+607New
Silvant Capital Management LLC591$77.0K0.01%00.0%Unchanged
Smithfield Trust Co571$75.0K0.00%+15+2.7%Added
Parkside Financial Bank & Trust565$74.0K0.02%−11−1.9%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC569$74.0K0.01%+3+0.5%Added
Proequities, Inc.546$71.0K0.00%+81+17.4%Added
Ossiam544$69.0K0.00%−451−45.3%Reduced
Capital Analysts, LLC519$68.0K0.00%−11−2.1%Reduced
Ravenstone Capital Management Inc.500$65.2K0.06%+500New
First Manhattan Co500$65.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc490$64.0K0.00%+11+2.3%Added
Howe & Rusling Inc476$62.0K0.01%−44−8.5%Reduced
Delta Asset Management LLC475$62.0K0.01%00.0%Unchanged
Costello Asset Management, INC477$62.0K0.04%00.0%Unchanged
First Financial Corp465$61.0K0.04%−5−1.1%Reduced
AdvisorNet Financial, Inc450$59.0K0.00%00.0%Unchanged
Ancora Advisors, LLC451$59.0K0.00%+51+12.8%Added
CVA Family Office, LLC450$59.0K0.02%+90+25.0%Added
Brown Brothers Harriman & Co448$58.0K0.00%+11+2.5%Added
SOA Wealth Advisors, LLC.439$57.0K0.01%+426+3,276.9%Added
Webster Bank, N. A.429$56.0K0.01%00.0%Unchanged
Massmutual Trust Co FSB427$56.0K0.00%+29+7.3%Added
JCIC Asset Management Inc.336$54.0K0.01%00.0%Unchanged
Barrett Asset Management, LLC400$52.0K0.00%00.0%Unchanged
Covington Capital Management390$51.0K0.00%−13−3.2%Reduced
Atlas Capital Advisors LLC387$50.5K0.01%+4+1.0%Added
Hoey Investments, Inc375$49.0K0.01%00.0%Unchanged
State of Wyoming364$48.0K0.03%+72+24.7%Added
Brendel Financial Advisors LLC371$48.0K0.03%+371New
Hexagon Capital Partners LLC357$47.0K0.01%+101+39.5%Added
Strategic Blueprint, LLC358$47.0K0.01%+358New
MV Capital Management, Inc.350$46.0K0.01%−158−31.1%Reduced
Sonora Investment Management, LLC350$46.0K0.01%−50−12.5%Reduced