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 |
|---|---|---|---|---|---|
| Full18 Capital LLC | 32,111 | $4.17M | 1.68% | +15,043+88.1% | Added |
| McGinn Investment Management, Inc. | 31,975 | $4.16M | 2.99% | 00.0% | Unchanged |
| Hartford Investment Management Co | 30,749 | $4.00M | 0.11% | −3,881−11.2% | Reduced |
| Penn Mutual Asset Management, LLC | 30,240 | $3.93M | 6.21% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 29,914 | $3.89M | 0.02% | +924+3.2% | Added |
| SAM Advisors, LLC | 29,097 | $3.83M | 1.86% | +29,097 | New |
| Nordea Investment Management AB | 28,158 | $3.74M | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 28,659 | $3.73M | 0.02% | +4,697+19.6% | Added |
| ING Groep NV | 28,054 | $3.65M | 0.05% | +606+2.2% | Added |
| HGK Asset Management Inc | 28,039 | $3.64M | 1.20% | +270+1.0% | Added |
| Advisors Asset Management, Inc. | 28,012 | $3.64M | 0.06% | −3,135−10.1% | Reduced |
| GAM Holding AG | 28,004 | $3.64M | 0.17% | +20.0% | Added |
| Spirit of America Management Corp | 27,800 | $3.61M | 0.78% | +6,200+28.7% | Added |
| Independent Financial Group, LLC | 27,342 | $3.55M | 0.36% | −3,925−12.6% | Reduced |
| Pensionfund Sabic | 27,306 | $3.55M | 0.75% | 00.0% | Unchanged |
| Condor Capital Management | 27,300 | $3.55M | 0.38% | +159+0.6% | Added |
| United Capital Financial Advisers, LLC | 27,292 | $3.55M | 0.02% | +603+2.3% | Added |
| Duality Advisers, LP | 27,220 | $3.54M | 0.27% | +5,086+23.0% | Added |
| Barometer Capital Management Inc. | 27,090 | $3.52M | 0.68% | −1,242−4.4% | Reduced |
| SG3 Management, LLC | 27,000 | $3.51M | 1.24% | −3,000−10.0% | Reduced |
| Mercer Global Advisors Inc | 26,097 | $3.39M | 0.02% | +5,422+26.2% | Added |
| Rafferty Asset Management, LLC | 25,879 | $3.36M | 0.02% | −9,755−27.4% | Reduced |
| Maryland State Retirement & Pension System | 25,226 | $3.33M | 0.09% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 25,602 | $3.33M | 0.05% | +372+1.5% | Added |
| Paradigm Asset Management Co LLC | 25,510 | $3.32M | 0.91% | −1,200−4.5% | Reduced |
| Crossmark Global Holdings, Inc. | 25,142 | $3.27M | 0.08% | +5,350+27.0% | Added |
| Goelzer Investment Management, Inc. | 25,062 | $3.26M | 0.29% | −5,449−17.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 25,047 | $3.25M | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 24,794 | $3.22M | 0.00% | −3,818−13.3% | Reduced |
| Redmond Asset Management, LLC | 24,377 | $3.17M | 0.99% | +167+0.7% | Added |
| Banque Pictet & Cie SA | 23,624 | $3.07M | 0.03% | 00.0% | Unchanged |
| Tower Bridge Advisors | 23,593 | $3.07M | 0.20% | +170+0.7% | Added |
| Wellington Shields Capital Management, LLC | 23,406 | $3.04M | 0.42% | +10.0% | Added |
| Truehand, Inc | 23,377 | $3.04M | 1.80% | 00.0% | Unchanged |
| Group One Trading, L.P. | 23,322 | $3.03M | 0.07% | +23,322 | New |
| Elo Mutual Pension Insurance Co | 23,050 | $3.00M | 0.10% | 00.0% | Unchanged |
| Huntington National Bank | 22,818 | $2.96M | 0.03% | +2,986+15.1% | Added |
| Lido Advisors, LLC | 22,686 | $2.95M | 0.07% | −2,635−10.4% | Reduced |
| Allstate Corp | 22,559 | $2.93M | 0.12% | +7,948+54.4% | Added |
| Tredje AP-fonden | 22,464 | $2.92M | 0.06% | 00.0% | Unchanged |
| Truvestments Capital LLC | 22,401 | $2.91M | 1.61% | +344+1.6% | Added |
| Weiss Multi-Strategy Advisers LLC | 22,387 | $2.91M | 0.06% | −856−3.7% | Reduced |
| Donoghue Forlines LLC | 22,349 | $2.90M | 0.56% | +22,349 | New |
| Putnam Investments LLC | 22,113 | $2.87M | 0.00% | −1,326−5.7% | Reduced |
| Concentric Wealth Management, LLC | 22,034 | $2.86M | 0.88% | +1,691+8.3% | Added |
| New Mexico Educational Retirement Board | 21,495 | $2.79M | 0.10% | −400−1.8% | Reduced |
| Pacer Advisors, Inc. | 21,274 | $2.77M | 0.04% | +4,128+24.1% | Added |
| Steward Partners Investment Advisory, LLC | 21,008 | $2.73M | 0.05% | +7,326+53.5% | Added |
| Malaga Cove Capital, LLC | 20,543 | $2.67M | 1.11% | −50.0% | Reduced |
| Louisiana State Employees Retirement System | 20,500 | $2.66M | 0.06% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 20,062 | $2.61M | 0.02% | −40.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 19,388 | $2.52M | 0.10% | +756+4.1% | Added |
| Jaffetilchin Investment Partners, LLC | 19,262 | $2.50M | 0.27% | −12,448−39.3% | Reduced |
| Black Swift Group, LLC | 18,900 | $2.46M | 1.11% | −2,090−10.0% | Reduced |
| Qube Research & Technologies Ltd | 18,819 | $2.45M | 0.03% | +18,819 | New |
| Acadian Asset Management LLC | 18,736 | $2.43M | 0.01% | +12,253+189.0% | Added |
| Lake Street Advisors Group, LLC | 18,674 | $2.43M | 0.26% | +16,570+787.5% | Added |
| Kentucky Retirement Systems | 18,486 | $2.40M | 0.11% | −645−3.4% | Reduced |
| Ami Investment Management Inc | 18,259 | $2.37M | 1.02% | −1,179−6.1% | Reduced |
| Great Valley Advisor Group, Inc. | 18,049 | $2.35M | 0.16% | +619+3.6% | Added |
| Mariner, LLC | 17,859 | $2.32M | 0.01% | +1,654+10.2% | Added |
| Castellan Group, LLC | 17,650 | $2.29M | 1.18% | +17,650 | New |
| Grassi Investment Management | 17,502 | $2.27M | 0.26% | +9,177+110.2% | Added |
| Reilly Financial Advisors, LLC | 17,426 | $2.27M | 0.19% | −256−1.4% | Reduced |
| Alpine Woods Capital Investors, LLC | 17,285 | $2.25M | 0.24% | −92−0.5% | Reduced |
| Soltis Investment Advisors LLC | 17,275 | $2.25M | 0.35% | −2,077−10.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,126 | $2.23M | 0.04% | +2,206+14.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 16,779 | $2.18M | 0.21% | +441+2.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 16,730 | $2.17M | 0.01% | +3,900+30.4% | Added |
| Phocas Financial Corp. | 16,646 | $2.16M | 0.27% | +137+0.8% | Added |
| Commerce Bank | 16,642 | $2.16M | 0.02% | +3,208+23.9% | Added |
| Cetera Investment Advisers | 16,453 | $2.14M | 0.03% | +2,375+16.9% | Added |
| Teamwork Financial Advisors, LLC | 16,371 | $2.13M | 0.42% | −3,003−15.5% | Reduced |
| Financial Management Network Inc | 15,988 | $2.11M | 1.07% | −1,275−7.4% | Reduced |
| Pinebridge Investments, L.P. | 15,827 | $2.06M | 0.02% | −63,272−80.0% | Reduced |
| AMJ Financial Wealth Management | 15,662 | $2.04M | 0.83% | +15,662 | New |
| Great Lakes Advisors, LLC | 15,443 | $2.01M | 0.03% | −8−0.1% | Reduced |
| HAP Trading, LLC | 15,110 | $1.96M | 0.14% | −644,307−97.7% | Reduced |
| Ibex Wealth Advisors | 15,080 | $1.96M | 0.38% | +1,751+13.1% | Added |
| Lockheed Martin Investment Management Co | 15,000 | $1.95M | 0.11% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 14,918 | $1.94M | 0.02% | +926+6.6% | Added |
| E. Ohman J:or Asset Management AB | 14,780 | $1.92M | 0.06% | 00.0% | Unchanged |
| Alerus Financial NA | 14,718 | $1.91M | 0.17% | −502−3.3% | Reduced |
| Nomura Holdings Inc | 14,104 | $1.88M | 0.01% | +10,472+288.3% | Added |
| Cutler Group LP | 14,295 | $1.86M | 0.14% | −3,375−19.1% | Reduced |
| Snowden Capital Advisors LLC | 14,214 | $1.85M | 0.09% | −340−2.3% | Reduced |
| Cetera Advisors LLC | 13,888 | $1.80M | 0.04% | +2,355+20.4% | Added |
| MML Investors Services, LLC | 13,861 | $1.80M | 0.01% | +1,857+15.5% | Added |
| Banque Cantonale Vaudoise | 13,509 | $1.76M | 0.08% | −1,075−7.4% | Reduced |
| Icon Wealth Partners, LLC | 13,361 | $1.74M | 0.19% | +5,671+73.7% | Added |
| Edgestream Partners, L.P. | 13,319 | $1.73M | 0.11% | +13,319 | New |
| Fma Advisory Inc | 13,278 | $1.73M | 0.64% | −1,018−7.1% | Reduced |
| Meitav Dash Investments Ltd | 12,966 | $1.72M | 0.03% | −102,974−88.8% | Reduced |
| Jupiter Asset Management Ltd | 13,193 | $1.71M | 0.02% | +10,906+476.9% | Added |
| Eagle Asset Management Inc | 13,000 | $1.69M | 0.01% | +64+0.5% | Added |
| Ethic Inc. | 12,962 | $1.69M | 0.17% | +2,596+25.0% | Added |
| Anson Funds Management LP | 12,900 | $1.68M | 0.21% | −5,000−27.9% | Reduced |
| Tower Research Capital LLC (TRC) | 12,866 | $1.67M | 0.04% | −26,363−67.2% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 12,730 | $1.66M | 0.02% | +3,170+33.2% | Added |
| American Assets Investment Management, LLC | 12,700 | $1.65M | 0.20% | 00.0% | Unchanged |