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, Q3 2021
Institutional positions in Simon Property Group Inc. as of Sep 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
- 918
- +23 vs. Q2 2021
- Shares held
- 286.9M
- −573.0K (−0.2%) vs. Q2 2021
- Total value
- $37.3B
- −$105.6M (−0.3%) vs. Q2 2021
- New holders
- 100
- 372 more added
- Sold out
- 77
- 300 more reduced
11 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3 | $0 | 0.00% | +3 | New |
| Gradient Investments LLC | 5 | $1.00K | 0.00% | −40−88.9% | Reduced |
| TFC Financial Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10 | $1.00K | 0.00% | +10 | New |
| Gemmer Asset Management LLC | 5 | $1.00K | 0.00% | +5 | New |
| Thompson Siegel & Walmsley LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 15 | $2.00K | 0.00% | +15 | New |
| Red Tortoise LLC | 23 | $2.00K | 0.00% | +23 | New |
| JNBA Financial Advisors | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 22 | $3.00K | 0.00% | +22 | New |
| PFG Private Wealth Management, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Brewin Dolphin Ltd | 30 | $3.90K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 29 | $4.00K | 0.00% | −56−65.9% | Reduced |
| Liberty Wealth Management LLC | 28 | $4.00K | 0.00% | +7+33.3% | Added |
| Raffa Wealth Management, LLC | 34 | $4.42K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 40 | $5.00K | 0.00% | −6,237−99.4% | Reduced |
| Crescent Capital Consulting, LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 45 | $6.00K | 0.00% | +45 | New |
| Oakworth Capital, Inc. | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 54 | $7.00K | 0.00% | +30+125.0% | Added |
| JFS Wealth Advisors, LLC | 56 | $7.00K | 0.00% | +56 | New |
| Alaethes Wealth LLC | 56 | $7.00K | 0.01% | +56 | New |
| JJJ Advisors Inc. | 63 | $8.00K | 0.00% | +4+6.8% | Added |
| Evolution Wealth Advisors, LLC | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 60 | $8.00K | 0.00% | +60 | New |
| Exchange Traded Concepts, LLC | 70 | $9.00K | 0.00% | −6−7.9% | Reduced |
| Cordasco Financial Network | 75 | $10.0K | 0.01% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 75 | $10.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 76 | $10.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 84 | $10.0K | 0.01% | +58+223.1% | Added |
| Strategic Asset Management, LLC | 75 | $10.0K | 0.01% | +75 | New |
| Patriot Financial Group Insurance Agency, LLC | 86 | $11.0K | 0.00% | +9+11.7% | Added |
| Sandy Spring Bank | 92 | $12.0K | 0.00% | +47+104.4% | Added |
| Sutton Wealth Advisors Inc. | 99 | $12.9K | 0.00% | +3+3.1% | Added |
| Toth Financial Advisory Corp | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 101 | $13.0K | 0.00% | +1+1.0% | Added |
| FinTrust Capital Advisors, LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 102 | $13.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 108 | $14.0K | 0.00% | −499−82.2% | Reduced |
| Logan Capital Management Inc | 109 | $14.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 109 | $14.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 110 | $14.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 114 | $15.0K | 0.01% | −70−38.0% | Reduced |
| Hudock, Inc. | 118 | $15.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 113 | $15.0K | 0.00% | +71+169.0% | Added |
| Bell Investment Advisors, Inc | 119 | $15.0K | 0.00% | +119 | New |
| West Paces Advisors Inc. | 121 | $15.7K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 120 | $16.0K | 0.01% | −25−17.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 120 | $16.0K | 0.01% | −15−11.1% | Reduced |
| Financial Management Professionals, Inc. | 121 | $16.0K | 0.00% | +1+0.8% | Added |
| Winch Advisory Services, LLC | 123 | $16.0K | 0.01% | +123 | New |
| Edge Wealth Management LLC | 129 | $17.0K | 0.00% | +101+360.7% | Added |
| Column Capital Advisors, LLC | 140 | $18.0K | 0.00% | +2+1.4% | Added |
| Tarbox Family Office, Inc. | 140 | $18.0K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 147 | $19.0K | 0.01% | −14−8.7% | Reduced |
| Sargent Bickham Lagudis LLC | 150 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 149 | $19.0K | 0.00% | +81+119.1% | Added |
| Atwood & Palmer Inc | 155 | $20.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 155 | $20.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 155 | $20.0K | 0.00% | +17+12.3% | Added |
| TD Ameritrade Investment Management, LLC | 306 | $20.0K | 0.00% | +306 | New |
| AlphaMark Advisors, LLC | 165 | $21.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 159 | $21.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 162 | $21.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 164 | $21.0K | 0.00% | +22+15.5% | Added |
| Sterling Financial Planning, Inc. | 167 | $22.0K | 0.01% | −157−48.5% | Reduced |
| Adirondack Trust Co | 156 | $23.0K | 0.01% | −112−41.8% | Reduced |
| Earnest Partners LLC | 178 | $23.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 175 | $23.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 177 | $23.0K | 0.00% | +17+10.6% | Added |
| Arrow Financial Corp | 195 | $25.0K | 0.00% | −100−33.9% | Reduced |
| Hexagon Capital Partners LLC | 202 | $26.0K | 0.01% | −155−43.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 207 | $26.9K | 0.00% | −19−8.4% | Reduced |
| Bartlett & Co. LLC | 207 | $27.0K | 0.00% | −19−8.4% | Reduced |
| Koshinski Asset Management, Inc. | 219 | $28.5K | 0.00% | +219 | New |
| Valley National Advisers Inc | 225 | $29.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 230 | $29.0K | 0.01% | +129+127.7% | Added |
| First Manhattan Co | 250 | $32.0K | 0.00% | −250−50.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 250 | $32.5K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 292 | $38.0K | 0.01% | +146+100.0% | Added |
| Sonora Investment Management, LLC | 300 | $39.0K | 0.00% | −50−14.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 300 | $39.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 298 | $39.0K | 0.01% | +30+11.2% | Added |
| Baystate Wealth Management LLC | 308 | $40.0K | 0.00% | +7+2.3% | Added |
| Fieldpoint Private Securities, LLC | 320 | $42.0K | 0.01% | +39+13.9% | Added |
| Anchor Investment Management, LLC | 325 | $42.2K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 333 | $43.0K | 0.01% | +4+1.2% | Added |
| American National Bank | 341 | $44.0K | 0.01% | −1,134−76.9% | Reduced |
| Concord Wealth Partners | 337 | $44.0K | 0.02% | −446−57.0% | Reduced |
| JCIC Asset Management Inc. | 336 | $44.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 343 | $45.0K | 0.01% | +3+0.9% | Added |