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.
| 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 |
|---|---|---|---|---|---|
| Westover Capital Advisors, LLC | 3,000 | $390.0K | 0.12% | 00.0% | Unchanged |
| Founders Capital Management | 3,020 | $393.0K | 0.27% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 2,994 | $393.0K | 0.01% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 3,028 | $394.0K | 0.02% | +3,028 | New |
| Synovus Financial Corp | 3,044 | $395.0K | 0.00% | +547+21.9% | Added |
| Gilman Hill Asset Management, LLC | 3,055 | $397.0K | 0.10% | +3,055 | New |
| Excalibur Management Corp | 3,066 | $398.0K | 0.17% | −1,074−25.9% | Reduced |
| Ergoteles LLC | 3,069 | $399.0K | 0.01% | +3,069 | New |
| Trust Co of Vermont | 3,082 | $400.0K | 0.03% | +175+6.0% | Added |
| Cohen Klingenstein LLC | 3,100 | $403.0K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,105 | $404.0K | 0.02% | −6,382−67.3% | Reduced |
| Manchester Capital Management LLC | 3,107 | $404.0K | 0.06% | +21+0.7% | Added |
| Everence Capital Management Inc | 3,119 | $405.0K | 0.03% | −3,510−52.9% | Reduced |
| Salem Investment Counselors Inc | 3,150 | $409.0K | 0.02% | +150+5.0% | Added |
| Stonnington Group, LLC | 3,100 | $409.0K | 0.09% | +1,100+55.0% | Added |
| Walter & Keenan Financial Consulting Co | 3,154 | $410.0K | 0.14% | +49+1.6% | Added |
| Laurel Wealth Advisors, Inc. | 3,183 | $414.0K | 0.08% | +234+7.9% | Added |
| Avantax Advisory Services, Inc. | 3,182 | $415.0K | 0.01% | −873−21.5% | Reduced |
| Diversified Trust Co | 3,191 | $415.0K | 0.01% | +3,191 | New |
| Coco Enterprises, LLC | 3,200 | $416.0K | 0.33% | +4+0.1% | Added |
| Blueprint Investment Partners LLC | 3,211 | $417.0K | 0.21% | +3,211 | New |
| Moors & Cabot, Inc. | 3,244 | $420.0K | 0.03% | −156−4.6% | Reduced |
| Silvercrest Asset Management Group LLC | 3,250 | $422.0K | 0.00% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 3,262 | $424.0K | 0.04% | +326+11.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $429.0K | 0.14% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3,319 | $431.0K | 0.06% | −699−17.4% | Reduced |
| TBH Global Asset Management, LLC | 3,370 | $438.0K | 0.10% | −233−6.5% | Reduced |
| Optimum Investment Advisors | 3,378 | $439.0K | 0.19% | −982−22.5% | Reduced |
| Ritholtz Wealth Management | 3,385 | $440.0K | 0.03% | +3,385 | New |
| Tokio Marine Asset Management Co Ltd | 3,393 | $441.0K | 0.04% | −62−1.8% | Reduced |
| Joel Isaacson & Co., LLC | 3,396 | $441.0K | 0.03% | +3,396 | New |
| Marietta Investment Partners LLC | 3,400 | $442.0K | 0.10% | 00.0% | Unchanged |
| Optimal Asset Management, Inc. | 171,049 | $443.0K | 0.06% | +100+0.1% | Added |
| AllSquare Wealth Management LLC | 3,425 | $445.0K | 0.27% | −575−14.4% | Reduced |
| CWM Advisors, LLC | 3,505 | $455.0K | 0.06% | −29,451−89.4% | Reduced |
| Liberty One Investment Management, LLC | 3,500 | $455.0K | 0.08% | −92−2.6% | Reduced |
| Miracle Mile Advisors, LLC | 3,512 | $456.0K | 0.02% | +3,512 | New |
| Octavia Wealth Advisors, LLC | 3,538 | $463.0K | 0.12% | −34−1.0% | Reduced |
| Ninety One SA (PTY) Ltd | 3,571 | $470.0K | 0.18% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,650 | $474.0K | 0.04% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 3,666 | $476.0K | 0.04% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,663 | $476.0K | 0.01% | +517+16.4% | Added |
| LMR Partners LLP | 3,688 | $479.0K | 0.01% | −3,084−45.5% | Reduced |
| Oak Grove Capital LLC | 3,700 | $481.0K | 0.11% | +2,100+131.3% | Added |
| Davenport & Co LLC | 3,705 | $482.0K | 0.00% | +1,665+81.6% | Added |
| RMR Wealth Builders | 3,722 | $484.0K | 0.14% | +45+1.2% | Added |
| Personal Cfo Solutions, LLC | 3,735 | $485.0K | 0.10% | +1,631+77.5% | Added |
| MAI Capital Management | 3,747 | $487.0K | 0.01% | +64+1.7% | Added |
| Gateway Advisory, LLC | 3,756 | $488.0K | 0.10% | +72+2.0% | Added |
| Alpha Omega Wealth Management LLC | 3,766 | $489.0K | 0.08% | +190+5.3% | Added |
| Kirr Marbach & Co LLC | 3,810 | $495.0K | 0.15% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,805 | $495.0K | 0.01% | +351+10.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,820 | $496.5K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,854 | $503.0K | 0.04% | +851+28.3% | Added |
| Raymond James Trust N.A. | 3,907 | $507.0K | 0.02% | −368−8.6% | Reduced |
| Conning Inc. | 3,966 | $515.0K | 0.01% | −409−9.3% | Reduced |
| Dearborn Partners LLC | 3,962 | $515.0K | 0.02% | +10+0.3% | Added |
| Point72 Hong Kong Ltd | 3,981 | $517.0K | 0.04% | −46,778−92.2% | Reduced |
| Belpointe Asset Management LLC | 3,981 | $518.0K | 0.04% | +15+0.4% | Added |
| EJF Capital LLC | 4,000 | $520.0K | 0.05% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 4,007 | $521.0K | 0.45% | +234+6.2% | Added |
| Signaturefd, LLC | 4,006 | $521.0K | 0.02% | +706+21.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,044 | $525.0K | 0.03% | −800−16.5% | Reduced |
| American Investment Services, Inc. | 4,041 | $525.0K | 0.12% | −8−0.2% | Reduced |
| Centiva Capital, LP | 4,044 | $525.0K | 0.04% | +4,044 | New |
| Illinois Municipal Retirement Fund | 4,045 | $526.0K | 0.02% | +4,045 | New |
| Cullen Capital Management LLC | 4,084 | $531.0K | 0.01% | −4−0.1% | Reduced |
| Toroso Investments, LLC | 4,083 | $531.0K | 0.02% | +1,770+76.5% | Added |
| Sound View Wealth Advisors Group, LLC | 4,118 | $535.0K | 0.11% | −31−0.7% | Reduced |
| Creative Financial Designs Inc | 4,139 | $538.0K | 0.09% | −197−4.5% | Reduced |
| Bessemer Securities LLC | 4,150 | $539.0K | 0.18% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,165 | $541.0K | 0.02% | +338+8.8% | Added |
| Glenmede Trust Co NA | 4,174 | $542.0K | 0.00% | −74−1.7% | Reduced |
| Legacy Capital Partners, Inc. | 4,170 | $542.0K | 0.20% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,191 | $545.0K | 0.04% | +4,191 | New |
| Capula Management Ltd | 4,294 | $558.0K | 0.04% | −300−6.5% | Reduced |
| Affinity Investment Advisors, LLC | 4,353 | $566.0K | 0.25% | +63+1.5% | Added |
| Pitcairn Co | 4,394 | $571.0K | 0.04% | +1,113+33.9% | Added |
| Augustine Asset Management Inc | 4,434 | $576.0K | 0.31% | −32−0.7% | Reduced |
| Element Wealth, LLC | 4,447 | $578.0K | 0.46% | +50+1.1% | Added |
| Compagnie Lombard Odier SCmA | 4,463 | $580.0K | 0.01% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 4,485 | $583.0K | 0.14% | +142+3.3% | Added |
| Wintrust Investments LLC | 4,493 | $584.0K | 0.08% | −300−6.3% | Reduced |
| American Portfolios Advisors | 4,509 | $586.1K | 0.02% | +164+3.8% | Added |
| Ameritas Investment Partners, Inc. | 4,546 | $591.0K | 0.02% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 4,590 | $597.0K | 0.21% | +4,590 | New |
| Siemens Fonds Invest GmbH | 4,635 | $602.0K | 0.04% | +4,635 | New |
| Virtu Financial LLC | 4,650 | $604.0K | 0.05% | +4,650 | New |
| Psagot Investment House Ltd. | 4,748 | $617.0K | 0.11% | −11,057−70.0% | Reduced |
| Cornerstone Advisory, LLC | 4,748 | $617.0K | 0.10% | −620−11.5% | Reduced |
| Monetary Management Group Inc | 4,750 | $617.0K | 0.17% | +1,250+35.7% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 4,748 | $617.0K | 0.11% | +4,748 | New |
| Meeder Asset Management Inc | 4,755 | $618.0K | 0.03% | +219+4.8% | Added |
| Trust Co | 4,766 | $619.0K | 0.16% | −217−4.4% | Reduced |
| Renasant Bank | 4,799 | $624.0K | 0.49% | −179−3.6% | Reduced |
| First National Bank of Omaha | 4,810 | $625.0K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,829 | $627.6K | 0.03% | +279+6.1% | Added |
| Wedbush Securities Inc | 4,989 | $648.0K | 0.03% | +713+16.7% | Added |
| American Assets Inc | 5,000 | $650.0K | 0.19% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 5,000 | $650.0K | 0.22% | 00.0% | Unchanged |