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 |
|---|---|---|---|---|---|
| Resolute Partners Group | 352 | $46.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 356 | $46.0K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 373 | $48.0K | 0.00% | −75−16.7% | Reduced |
| Dark Forest Capital Management LP | 367 | $48.0K | 0.02% | +92+33.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 373 | $48.0K | 0.00% | +119+46.9% | Added |
| MV Capital Management, Inc. | 391 | $51.0K | 0.01% | +41+11.7% | Added |
| Assetmark, Inc | 400 | $52.0K | 0.00% | −1,101−73.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 401 | $52.0K | 0.00% | +401 | New |
| JTC Employer Solutions Trusteee Ltd | 412 | $54.0K | 0.01% | +412 | New |
| Webster Bank, N. A. | 429 | $56.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 435 | $57.0K | 0.00% | +8+1.9% | Added |
| AdvisorNet Financial, Inc | 450 | $58.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 445 | $58.0K | 0.00% | +55+14.1% | Added |
| First Financial Corp | 465 | $60.0K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 475 | $62.0K | 0.00% | +24+5.3% | Added |
| SOA Wealth Advisors, LLC. | 483 | $62.0K | 0.02% | +44+10.0% | Added |
| Meridian Wealth Partners, LLC | 483 | $63.0K | 0.01% | +483 | New |
| D'Orazio & Associates, Inc. | 492 | $64.0K | 0.02% | +492 | New |
| Ravenstone Capital Management Inc. | 500 | $65.0K | 0.05% | 00.0% | Unchanged |
| Costello Asset Management, INC | 503 | $65.0K | 0.04% | +26+5.5% | Added |
| Delta Asset Management LLC | 510 | $66.0K | 0.01% | +35+7.4% | Added |
| Spectrum Management Group, LLC | 513 | $67.0K | 0.01% | +170+49.6% | Added |
| Wagner Wealth Management, LLC | 464 | $68.0K | 0.05% | +113+32.2% | Added |
| Parkside Financial Bank & Trust | 535 | $70.0K | 0.02% | −30−5.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 549 | $71.0K | 0.01% | −20−3.5% | Reduced |
| Proequities, Inc. | 548 | $71.0K | 0.00% | +2+0.4% | Added |
| Ossiam | 544 | $71.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 555 | $72.0K | 0.00% | −71−11.3% | Reduced |
| Howe & Rusling Inc | 551 | $72.0K | 0.01% | +75+15.8% | Added |
| Capital Analysts, LLC | 565 | $73.0K | 0.00% | +46+8.9% | Added |
| Smithfield Trust Co | 571 | $75.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 595 | $77.0K | 0.02% | −405−40.5% | Reduced |
| Silvant Capital Management LLC | 591 | $77.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 600 | $78.0K | 0.00% | −280−31.8% | Reduced |
| US Asset Management LLC | 611 | $79.0K | 0.08% | +611 | New |
| Migdal Insurance & Financial Holdings Ltd. | 633 | $82.0K | 0.00% | −14,765−95.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 629 | $82.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 685 | $89.0K | 0.01% | +19+2.9% | Added |
| CX Institutional | 682 | $89.0K | 0.01% | +65+10.5% | Added |
| Systematic Alpha Investments, LLC | 614 | $90.0K | 0.00% | +614 | New |
| Lindbrook Capital, LLC | 723 | $94.0K | 0.02% | +26+3.7% | Added |
| Zions Bancorporation, N.A. | 725 | $94.0K | 0.01% | +507+232.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 733 | $95.0K | 0.01% | +733 | New |
| Versant Capital Management, Inc | 764 | $99.0K | 0.03% | 00.0% | Unchanged |
| Hoey Investments, Inc | 775 | $101.0K | 0.03% | +400+106.7% | Added |
| Front Row Advisors LLC | 800 | $104.0K | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 808 | $105.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 813 | $106.0K | 0.02% | −20−2.4% | Reduced |
| Central Trust Co | 815 | $106.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 842 | $109.0K | 0.00% | +352+71.8% | Added |
| Rosenberg Matthew Hamilton | 862 | $112.0K | 0.04% | +51+6.3% | Added |
| Motco | 906 | $118.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 967 | $126.0K | 0.08% | +603+165.7% | Added |
| Albion Financial Group | 1,000 | $130.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,000 | $130.0K | 0.08% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,000 | $130.0K | 0.01% | +1,000 | New |
| Activest Wealth Management | 1,005 | $131.0K | 0.09% | 00.0% | Unchanged |
| Exane Derivatives | 1,057 | $137.4K | 0.03% | −371−26.0% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 1,109 | $144.0K | 0.00% | −227−17.0% | Reduced |
| Prentice Wealth Management LLC | 1,170 | $152.0K | 0.07% | +10+0.9% | Added |
| Atlas Capital Advisors LLC | 1,184 | $153.9K | 0.02% | +797+205.9% | Added |
| Longfellow Investment Management Co LLC | 1,261 | $164.0K | 0.03% | 00.0% | Unchanged |
| Firestone Capital Management | 1,280 | $167.0K | 0.06% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,014 | $169.0K | 0.10% | +1,014 | New |
| Harbour Investments, Inc. | 1,348 | $175.0K | 0.01% | +233+20.9% | Added |
| Neo Ivy Capital Management | 2,562 | $175.0K | 0.20% | +2,562 | New |
| Harbor Investment Advisory, LLC | 1,399 | $182.0K | 0.02% | +51+3.8% | Added |
| Washington Trust Co | 1,455 | $189.0K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 1,541 | $200.0K | 0.03% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 1,501 | $200.0K | 0.03% | +1,501 | New |
| Kaizen Financial Strategies | 1,561 | $203.0K | 0.16% | +1,561 | New |
| Financial Advisory Corp | 1,573 | $204.0K | 0.14% | +11+0.7% | Added |
| Hudson Valley Investment Advisors Inc | 1,583 | $206.0K | 0.04% | +1,583 | New |
| Convergence Investment Partners, LLC | 1,593 | $207.0K | 0.11% | −1,039−39.5% | Reduced |
| Dividend Assets Capital, LLC | 1,600 | $208.0K | 0.04% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,607 | $209.0K | 0.04% | −252−13.6% | Reduced |
| Avestar Capital, LLC | 1,606 | $209.0K | 0.04% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 1,620 | $210.0K | 0.08% | +1,590+5,300.0% | Added |
| Clifford Swan Investment Counsel LLC | 1,427 | $213.0K | 0.01% | +1,427 | New |
| Mirador Capital Partners LP | 1,642 | $213.0K | 0.05% | +1,642 | New |
| EMG Holdings, L.P. | 1,658 | $214.0K | 0.07% | +1,658 | New |
| Dorsey & Whitney Trust CO LLC | 1,677 | $218.0K | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 1,684 | $219.0K | 0.01% | −102−5.7% | Reduced |
| Good Life Advisors, LLC | 1,698 | $221.0K | 0.03% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,706 | $222.0K | 0.01% | −3,695−68.4% | Reduced |
| Seeyond | 1,711 | $222.0K | 0.02% | −2,866−62.6% | Reduced |
| Ballentine Partners, LLC | 1,724 | $223.0K | 0.01% | +61+3.7% | Added |
| Hutchinson Capital Management | 1,724 | $224.0K | 0.05% | 00.0% | Unchanged |
| Washington Trust Bank | 1,740 | $226.0K | 0.03% | +1,740 | New |
| Secure Asset Management, LLC | 1,753 | $228.0K | 0.11% | −102−5.5% | Reduced |
| Warther Private Wealth, LLC | 1,724 | $230.0K | 0.21% | −132−7.1% | Reduced |
| Engine No. 1 LLC | 1,774 | $231.0K | 0.06% | +1,774 | New |
| BDO Wealth Advisors, LLC | 1,818 | $236.0K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,916 | $238.0K | 0.04% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 1,842 | $239.0K | 0.04% | −30−1.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,849 | $240.0K | 0.05% | −655−26.2% | Reduced |
| Harvest Investment Services, LLC | 1,849 | $240.0K | 0.10% | −10−0.5% | Reduced |
| Cabot Wealth Management Inc | 1,845 | $240.0K | 0.03% | +100+5.7% | Added |
| Arete Wealth Advisors, LLC | 1,857 | $241.0K | 0.03% | +1,857 | New |
| IFP Advisors, Inc | 1,853 | $242.0K | 0.00% | −386−17.2% | Reduced |