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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, 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.

Institutional holdersQ3 2021: 918 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: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ3 2021: $37.3B
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 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$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, Q3 2021

Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q2 2021.

Institutions holding SPG in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Shell Asset Management Co1,867$243.0K0.01%−1,701−47.7%Reduced
American National Registered Investment Advisor, Inc.1,880$244.0K0.09%00.0%Unchanged
Valley Forge Investment Consultants Inc Adv1,879$244.0K0.13%+1,879New
American State Bank (Iowa)1,882$244.6K0.19%00.0%Unchanged
CAPROCK Group, Inc.1,887$245.0K0.02%+136+7.8%Added
NBT Bank N A1,900$247.0K0.03%00.0%Unchanged
Bellecapital International Ltd.1,900$247.0K0.08%+1,900New
Simmons Bank1,898$247.0K0.02%+1,898New
Patten Group, Inc.1,905$248.0K0.07%00.0%Unchanged
Mutual Advisors, LLC1,911$248.0K0.01%+352+22.6%Added
X-Square Capital, LLC1,910$248.0K0.13%+1,910New
Berman Capital Advisors, LLC1,929$249.0K0.04%+431+28.8%Added
UBP Investment Advisors SA1,900$250.0K0.10%00.0%Unchanged
GWM Advisors LLC1,921$250.0K0.01%+38+2.0%Added
Boston Family Office LLC1,924$250.0K0.02%+175+10.0%Added
Jump Financial, LLC1,928$251.0K0.02%−10,261−84.2%Reduced
Regent Peak Wealth Advisors LLC1,942$252.0K0.07%+7+0.4%Added
First Horizon Advisors, Inc.1,968$255.0K0.01%+1,246+172.6%Added
Bulltick Wealth Management, LLC1,963$255.1K0.06%−1,370−41.1%Reduced
Rehmann Capital Advisory Group1,973$256.5K0.02%−20−1.0%Reduced
Penserra Capital Management LLC1,984$257.0K0.01%+916+85.8%Added
First Affirmative Financial Network1,985$258.0K0.27%+1,985New
Merrion Investment Management Co, LLC2,000$259.0K0.20%+2,000New
Paradigm Financial Partners, LLC1,952$262.0K0.06%+116+6.3%Added
Minot Wealth Management LLC2,039$265.0K0.06%+2,039New
KMG Fiduciary Partners, LLC2,053$267.0K0.05%+101+5.2%Added
Focused Wealth Management, Inc2,066$268.0K0.04%+2+0.1%Added
Spire Wealth Management2,063$268.0K0.01%+271+15.1%Added
Affinity Wealth Management LLC2,051$272.0K0.06%+2,051New
Gamco Investors, Inc. Et Al2,105$274.0K0.00%−75−3.4%Reduced
Sawtooth Solutions, LLC2,107$274.0K0.04%+350+19.9%Added
Camden Capital, LLC2,119$275.0K0.06%−304−12.5%Reduced
Whalerock Point Partners, LLC2,119$275.0K0.11%00.0%Unchanged
Edmp, Inc.2,133$277.0K0.29%00.0%Unchanged
Alpha Paradigm Partners, LLC2,132$277.0K0.11%00.0%Unchanged
Sloy Dahl & Holst, LLC2,139$278.0K0.06%00.0%Unchanged
Signature Wealth Management Partners, LLC2,141$278.0K0.25%+2,141New
Brown Advisory Inc2,157$280.0K0.00%−306−12.4%Reduced
Investors Research Corp2,164$281.0K0.09%+250+13.1%Added
Brinker Capital Investments, LLC2,162$282.0K0.00%00.0%Unchanged
Evoke Wealth, LLC2,184$283.0K0.01%00.0%Unchanged
Schulhoff & Co Inc2,200$285.0K0.13%00.0%Unchanged
Rockland Trust Co2,196$285.0K0.02%+16+0.7%Added
First Dallas Securities Inc.2,200$286.0K0.20%00.0%Unchanged
Geneos Wealth Management Inc.2,153$286.0K0.01%+4+0.2%Added
Prudent Man Advisors, LLC2,199$286.0K0.11%+2,199New
Umb Bank N A2,224$289.0K0.01%−21−0.9%Reduced
Ninepoint Partners LP2,255$293.0K0.11%+2,255New
Golden State Equity Partners2,275$296.0K0.12%−4,755−67.6%Reduced
Vicus Capital2,286$297.0K0.05%−214−8.6%Reduced
Savant Capital, LLC2,292$298.0K0.01%+430+23.1%Added
Proficio Capital Partners LLC2,298$299.0K0.04%−177−7.2%Reduced
Novare Capital Management LLC2,321$302.0K0.03%−8−0.3%Reduced
Godshalk Welsh Capital Management, Inc.2,325$302.0K0.19%+150+6.9%Added
Checchi Capital Advisers, LLC2,332$303.0K0.04%+109+4.9%Added
Orion Portfolio Solutions, LLC2,338$304.0K0.01%+229+10.9%Added
New England Investment & Retirement Group, Inc.2,335$304.0K0.07%+2,335New
Quantamental Technologies LLC2,340$304.0K0.20%+2,340New
Stratos Wealth Advisors, LLC2,343$305.0K0.03%+3+0.1%Added
NuWave Investment Management, LLC2,363$307.0K0.35%+1,715+264.7%Added
1832 Asset Management L.P.2,303$310.0K0.00%+2,303New
Strategic Wealth Designers2,400$312.0K0.09%+16+0.7%Added
First National Bank Sioux Falls2,415$313.0K0.52%+75+3.2%Added
Bramshill Investments, LLC2,458$319.0K0.03%00.0%Unchanged
Fox Run Management, L.L.C.2,476$322.0K0.20%−1,124−31.2%Reduced
Cetera Advisor Networks LLC2,475$322.0K0.00%−75−2.9%Reduced
Buckingham Strategic Wealth, LLC2,481$322.0K0.01%+82+3.4%Added
DRW Securities, LLC2,476$322.0K0.10%+2,476New
Financial Sense Advisors, Inc.2,500$325.0K0.11%−202−7.5%Reduced
Moody Lynn & Lieberson, LLC2,500$325.0K0.02%00.0%Unchanged
Coastline Trust Co2,500$325.0K0.04%00.0%Unchanged
Pinnacle Associates Ltd2,528$329.0K0.01%+46+1.9%Added
Quadrant Capital Group LLC2,546$331.0K0.05%+126+5.2%Added
Renaissance Group LLC2,557$332.0K0.01%−129−4.8%Reduced
Lederer & Associates Investment Counsel2,581$335.0K0.22%+2,581New
Assenagon Asset Management S.A.2,603$338.0K0.00%+2,603New
Camelot Portfolios, LLC2,608$339.0K0.17%−1,269−32.7%Reduced
Shelton Capital Management2,625$341.0K0.01%+450+20.7%Added
Rothschild Investment Corp2,623$341.0K0.03%+584+28.6%Added
Market Street Wealth Management Advisors LLC2,630$342.0K0.14%00.0%Unchanged
Marshall Wace, LLP2,669$347.0K0.00%−51,495−95.1%Reduced
IFG Advisory, LLC2,707$351.0K0.04%−135−4.8%Reduced
Alta Wealth Advisors LLC2,704$351.0K0.25%+250+10.2%Added
Intrust Bank NA2,716$353.0K0.05%−135−4.7%Reduced
Newbridge Financial Services Group, Inc.2,730$355.0K0.22%−114−4.0%Reduced
Jackson Square Capital, LLC2,728$355.0K0.12%+30+1.1%Added
Lafayette Investments, Inc.2,750$357.0K0.10%00.0%Unchanged
Clarius Group, LLC2,769$360.0K0.03%+124+4.7%Added
TD Private Client Wealth LLC2,781$361.4K0.02%+33+1.2%Added
Dorsey Wright & Associates2,792$363.0K0.08%+2,792New
Sentry Investment Management LLC2,832$368.0K0.11%−414−12.8%Reduced
Mission Wealth Management, LP2,832$368.0K0.02%+12+0.4%Added
Bokf, NA2,903$377.0K0.01%+2,903New
Bradley Foster & Sargent Inc2,901$377.0K0.01%+2,901New
Bluefin Capital Management, LLC2,950$383.0K0.04%−55,750−95.0%Reduced
Level Four Advisory Services, LLC2,958$385.0K0.04%−91−3.0%Reduced
Meristem Family Wealth, LLC2,960$385.0K0.04%+10+0.3%Added
Invst, LLC2,964$385.0K0.06%+112+3.9%Added
Meiji Yasuda Life Insurance Co2,972$386.0K0.01%00.0%Unchanged
Chatham Capital Group, Inc.3,000$390.0K0.08%00.0%Unchanged