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 |
|---|---|---|---|---|---|
| Intrua Financial, LLC | 4,523 | $651.0K | 0.12% | +4,523 | New |
| Polar Asset Management Partners Inc. | 5,021 | $653.0K | 0.01% | +5,021 | New |
| All Season Financial Advisors, Inc. | 5,055 | $657.0K | 0.53% | +613+13.8% | Added |
| FDx Advisors, Inc. | 5,060 | $658.0K | 0.02% | +221+4.6% | Added |
| Voloridge Investment Management, LLC | 5,069 | $659.0K | 0.00% | −1,905−27.3% | Reduced |
| Chapman Investment Management, LLC | 5,198 | $676.0K | 0.35% | +1,000+23.8% | Added |
| Horizon Investments, LLC | 5,239 | $681.0K | 0.02% | −662−11.2% | Reduced |
| DCM Advisors, LLC | 5,277 | $686.0K | 0.26% | −261−4.7% | Reduced |
| Winton Group Ltd | 5,281 | $686.0K | 0.04% | +3,216+155.7% | Added |
| Verition Fund Management LLC | 5,304 | $689.0K | 0.01% | −1,396−20.8% | Reduced |
| Bridgefront Capital, LLC | 5,300 | $689.0K | 0.72% | +5,300 | New |
| Segall Bryant & Hamill, LLC | 5,404 | $699.0K | 0.01% | +5,404 | New |
| Hollencrest Capital Management | 5,416 | $704.0K | 0.06% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 5,436 | $707.0K | 0.11% | +504+10.2% | Added |
| Moloney Securities Asset Management, LLC | 5,474 | $711.0K | 0.13% | −560−9.3% | Reduced |
| Oxford Financial Group Ltd | 5,511 | $716.0K | 0.09% | +107+2.0% | Added |
| Sigma Planning Corp | 5,525 | $718.0K | 0.02% | +197+3.7% | Added |
| Stelac Advisory Services LLC | 5,548 | $721.0K | 0.19% | −3,897−41.3% | Reduced |
| Morse Asset Management, Inc | 5,570 | $724.0K | 0.17% | +2,380+74.6% | Added |
| Tobam | 5,603 | $728.0K | 0.03% | −40,038−87.7% | Reduced |
| Worth Venture Partners, LLC | 5,600 | $728.0K | 0.33% | +5,600 | New |
| IndexIQ Advisors LLC | 5,676 | $738.0K | 0.02% | +282+5.2% | Added |
| Carl P. Sherr & Co., LLC | 5,684 | $739.0K | 0.59% | +461+8.8% | Added |
| Fortem Financial Group, LLC | 5,752 | $748.0K | 0.38% | +84+1.5% | Added |
| Madison Wealth Management | 5,770 | $750.0K | 0.16% | −11,035−65.7% | Reduced |
| Keybank National Association | 5,796 | $753.0K | 0.00% | +222+4.0% | Added |
| New England Research & Management, Inc. | 5,800 | $754.0K | 0.39% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 5,832 | $758.0K | 0.10% | +210+3.7% | Added |
| Deseret Mutual Benefit Administrators | 5,905 | $767.0K | 0.14% | +3,909+195.8% | Added |
| Clear Street Markets LLC | 5,925 | $770.0K | 0.17% | −81,879−93.3% | Reduced |
| Mid Atlantic Financial Management Inc | 5,924 | $770.0K | 0.05% | +795+15.5% | Added |
| Ieq Capital, LLC | 6,001 | $779.0K | 0.02% | +2,383+65.9% | Added |
| Abbrea Capital, LLC | 6,038 | $785.0K | 0.12% | +480+8.6% | Added |
| FORA Capital, LLC | 6,171 | $802.0K | 0.20% | −10,815−63.7% | Reduced |
| Kovack Advisors, Inc. | 6,175 | $803.0K | 0.09% | +6,175 | New |
| Wellington Shields & Co., LLC | 6,270 | $815.0K | 0.28% | +200+3.3% | Added |
| Ausdal Financial Partners, Inc. | 6,333 | $823.0K | 0.12% | −29−0.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,342 | $824.0K | 0.01% | −36−0.6% | Reduced |
| Boston Partners | 6,417 | $834.0K | 0.00% | −925−12.6% | Reduced |
| Harvest Fund Management Co., Ltd | 6,444 | $837.0K | 0.19% | −1,163−15.3% | Reduced |
| Corient Capital Partners, LLC | 6,464 | $840.0K | 0.06% | −428−6.2% | Reduced |
| Boenning & Scattergood, Inc. | 6,549 | $851.0K | 0.15% | −207−3.1% | Reduced |
| D. E. Shaw & Co., Inc. | 6,600 | $858.0K | 0.00% | +6,600 | New |
| Wetherby Asset Management Inc | 6,605 | $859.0K | 0.05% | −17−0.3% | Reduced |
| Cresset Asset Management, LLC | 6,605 | $859.0K | 0.01% | +791+13.6% | Added |
| SG Americas Securities, LLC | 6,619 | $860.0K | 0.00% | −161,056−96.1% | Reduced |
| Greenleaf Trust | 6,657 | $865.0K | 0.01% | +166+2.6% | Added |
| Guardian Capital Advisors LP | 6,595 | $872.0K | 0.09% | +600+10.0% | Added |
| Veriti Management LLC | 6,945 | $903.0K | 0.13% | +11+0.2% | Added |
| Gifford Fong Associates | 7,000 | $910.0K | 0.18% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 7,027 | $913.0K | 0.26% | +75+1.1% | Added |
| JT Stratford LLC | 7,035 | $914.0K | 0.28% | −5,480−43.8% | Reduced |
| AlphaCrest Capital Management LLC | 7,065 | $918.0K | 0.05% | −1,151−14.0% | Reduced |
| Sustainable Insight Capital Management, LLC | 7,080 | $920.0K | 0.59% | −1,105−13.5% | Reduced |
| Stephens Inc | 7,134 | $927.0K | 0.01% | −884−11.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 7,206 | $937.0K | 0.01% | +86+1.2% | Added |
| Walleye Capital LLC | 7,261 | $944.0K | 0.03% | +7,261 | New |
| Sumitomo Life Insurance Co | 7,271 | $945.0K | 0.03% | −457−5.9% | Reduced |
| Advisory Services Network, LLC | 7,303 | $949.0K | 0.03% | −63−0.9% | Reduced |
| Future Financial Wealth Managment LLC | 7,357 | $960.0K | 0.99% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 7,435 | $966.0K | 0.20% | +544+7.9% | Added |
| Gladstone Institutional Advisory LLC | 7,436 | $967.0K | 0.09% | −449−5.7% | Reduced |
| Bank Hapoalim BM | 7,456 | $969.0K | 0.10% | +52+0.7% | Added |
| Trustmark National Bank Trust Department | 7,694 | $1.00M | 0.08% | +519+7.2% | Added |
| JLP Asset Management, LLC | 7,986 | $1.04M | 0.57% | −200−2.4% | Reduced |
| Compton Capital Management Inc | 8,000 | $1.04M | 0.31% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 8,262 | $1.07M | 0.11% | −289−3.4% | Reduced |
| Bedel Financial Consulting, Inc. | 8,288 | $1.08M | 0.37% | +20.0% | Added |
| Jeppson Wealth Management, LLC | 8,340 | $1.08M | 0.56% | +20+0.2% | Added |
| MUFG Americas Holdings Corp | 8,401 | $1.09M | 0.02% | −495−5.6% | Reduced |
| Capital Investment Advisors, LLC | 8,520 | $1.11M | 0.04% | −825−8.8% | Reduced |
| ExodusPoint Capital Management, LP | 8,560 | $1.11M | 0.02% | +8,560 | New |
| Achmea Investment Management B.V. | 8,662 | $1.13M | 0.03% | +400+4.8% | Added |
| We Are One Seven, LLC | 7,684 | $1.13M | 0.14% | +1,551+25.3% | Added |
| NEXT Financial Group, Inc | 8,674 | $1.13M | 0.09% | +3,054+54.3% | Added |
| USA Financial Portformulas Corp | 8,691 | $1.13M | 1.01% | +1,688+24.1% | Added |
| Caption Management, LLC | 8,800 | $1.14M | 0.08% | −1,500−14.6% | Reduced |
| Advisor Partners LLC | 8,999 | $1.17M | 0.08% | +301+3.5% | Added |
| Gofen & Glossberg LLC | 9,091 | $1.18M | 0.03% | +30.0% | Added |
| Moody National Bank Trust Division | 9,130 | $1.19M | 0.02% | 00.0% | Unchanged |
| AIA Group Ltd | 9,193 | $1.20M | 0.07% | +9,193 | New |
| JustInvest LLC | 9,232 | $1.20M | 0.11% | −233−2.5% | Reduced |
| IBM Retirement Fund | 9,235 | $1.20M | 0.09% | +30+0.3% | Added |
| Boothbay Fund Management, LLC | 9,397 | $1.22M | 0.05% | +6,251+198.7% | Added |
| Veritable, L.P. | 9,428 | $1.23M | 0.02% | +2,930+45.1% | Added |
| D.A. Davidson & Co. | 9,651 | $1.25M | 0.01% | +334+3.6% | Added |
| Carret Asset Management, LLC | 9,670 | $1.26M | 0.15% | +6,990+260.8% | Added |
| Cascade Investment Advisors, Inc. | 9,678 | $1.26M | 0.82% | −50−0.5% | Reduced |
| Fiduciary Trust Co | 9,676 | $1.26M | 0.02% | −592−5.8% | Reduced |
| Boston Private Wealth LLC | 9,714 | $1.26M | 0.02% | +2,502+34.7% | Added |
| National Asset Management, Inc. | 9,828 | $1.28M | 0.04% | −1,000−9.2% | Reduced |
| Mark Asset Management LP | 9,876 | $1.28M | 0.19% | +20+0.2% | Added |
| Legacy Wealth Asset Management, LLC | 9,934 | $1.29M | 0.59% | −662−6.2% | Reduced |
| Intersect Capital LLC | 9,954 | $1.29M | 0.22% | +3,972+66.4% | Added |
| Claraphi Advisory Network, LLC | 10,027 | $1.30M | 0.46% | +224+2.3% | Added |
| Lincoln National Corp | 10,042 | $1.30M | 0.03% | +1,097+12.3% | Added |
| Cigna Investments Inc | 10,065 | $1.31M | 0.10% | −100−1.0% | Reduced |
| Pathstone Family Office, LLC | 10,065 | $1.31M | 0.04% | +958+10.5% | Added |
| Squarepoint Ops LLC | 10,210 | $1.33M | 0.01% | −97,619−90.5% | Reduced |
| Valeo Financial Advisors, LLC | 10,227 | $1.33M | 0.08% | +2,600+34.1% | Added |