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 |
|---|---|---|---|---|---|
| Castle Rock Wealth Management, LLC | 9,838 | $1.65M | 0.56% | +9,838 | New |
| Brookstone Capital Management | 11,940 | $1.64M | 0.03% | +1,511+14.5% | Added |
| Presima Inc. | 12,300 | $1.60M | 0.29% | +9,200+296.8% | Added |
| Cubist Systematic Strategies, LLC | 12,285 | $1.60M | 0.02% | −4,279−25.8% | Reduced |
| Arabesque Asset Management Ltd | 12,139 | $1.58M | 0.53% | +12,139 | New |
| First Hawaiian Bank | 12,088 | $1.57M | 0.06% | +294+2.5% | Added |
| Peak Asset Management, LLC | 12,072 | $1.57M | 0.39% | +116+1.0% | Added |
| Red Cedar Investment Management, LLC | 11,795 | $1.53M | 0.20% | +3,125+36.0% | Added |
| Gotham Asset Management, LLC | 11,063 | $1.44M | 0.06% | −929−7.7% | Reduced |
| World Asset Management Inc | 10,853 | $1.41M | 0.14% | −908−7.7% | Reduced |
| KG&L Capital Management,LLC | 10,753 | $1.40M | 0.62% | +500+4.9% | Added |
| Adell Harriman & Carpenter Inc | 10,755 | $1.40M | 0.15% | +1,380+14.7% | Added |
| Ontario Teachers Pension Plan Board | 10,693 | $1.39M | 0.01% | +10,693 | New |
| Meiji Yasuda Asset Management Co Ltd. | 10,426 | $1.35M | 0.10% | +120+1.2% | Added |
| Flagship Harbor Advisors, LLC | 10,323 | $1.35M | 0.14% | 00.0% | Unchanged |
| American National Insurance Co | 10,246 | $1.33M | 0.05% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 10,227 | $1.33M | 0.08% | +2,600+34.1% | Added |
| Squarepoint Ops LLC | 10,210 | $1.33M | 0.01% | −97,619−90.5% | Reduced |
| 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 |
| Lincoln National Corp | 10,042 | $1.30M | 0.03% | +1,097+12.3% | Added |
| Claraphi Advisory Network, LLC | 10,027 | $1.30M | 0.46% | +224+2.3% | Added |
| Intersect Capital LLC | 9,954 | $1.29M | 0.22% | +3,972+66.4% | Added |
| Legacy Wealth Asset Management, LLC | 9,934 | $1.29M | 0.59% | −662−6.2% | Reduced |
| Mark Asset Management LP | 9,876 | $1.28M | 0.19% | +20+0.2% | Added |
| National Asset Management, Inc. | 9,828 | $1.28M | 0.04% | −1,000−9.2% | Reduced |
| Boston Private Wealth LLC | 9,714 | $1.26M | 0.02% | +2,502+34.7% | Added |
| Fiduciary Trust Co | 9,676 | $1.26M | 0.02% | −592−5.8% | Reduced |
| Cascade Investment Advisors, Inc. | 9,678 | $1.26M | 0.82% | −50−0.5% | Reduced |
| Carret Asset Management, LLC | 9,670 | $1.26M | 0.15% | +6,990+260.8% | Added |
| D.A. Davidson & Co. | 9,651 | $1.25M | 0.01% | +334+3.6% | Added |
| Veritable, L.P. | 9,428 | $1.23M | 0.02% | +2,930+45.1% | Added |
| Boothbay Fund Management, LLC | 9,397 | $1.22M | 0.05% | +6,251+198.7% | Added |
| 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 |
| AIA Group Ltd | 9,193 | $1.20M | 0.07% | +9,193 | New |
| Moody National Bank Trust Division | 9,130 | $1.19M | 0.02% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 9,091 | $1.18M | 0.03% | +30.0% | Added |
| Advisor Partners LLC | 8,999 | $1.17M | 0.08% | +301+3.5% | Added |
| Caption Management, LLC | 8,800 | $1.14M | 0.08% | −1,500−14.6% | Reduced |
| USA Financial Portformulas Corp | 8,691 | $1.13M | 1.01% | +1,688+24.1% | Added |
| NEXT Financial Group, Inc | 8,674 | $1.13M | 0.09% | +3,054+54.3% | Added |
| We Are One Seven, LLC | 7,684 | $1.13M | 0.14% | +1,551+25.3% | Added |
| Achmea Investment Management B.V. | 8,662 | $1.13M | 0.03% | +400+4.8% | Added |
| ExodusPoint Capital Management, LP | 8,560 | $1.11M | 0.02% | +8,560 | New |
| Capital Investment Advisors, LLC | 8,520 | $1.11M | 0.04% | −825−8.8% | Reduced |
| MUFG Americas Holdings Corp | 8,401 | $1.09M | 0.02% | −495−5.6% | Reduced |
| Jeppson Wealth Management, LLC | 8,340 | $1.08M | 0.56% | +20+0.2% | Added |
| Bedel Financial Consulting, Inc. | 8,288 | $1.08M | 0.37% | +20.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,262 | $1.07M | 0.11% | −289−3.4% | Reduced |
| Compton Capital Management Inc | 8,000 | $1.04M | 0.31% | 00.0% | Unchanged |
| JLP Asset Management, LLC | 7,986 | $1.04M | 0.57% | −200−2.4% | Reduced |
| Trustmark National Bank Trust Department | 7,694 | $1.00M | 0.08% | +519+7.2% | Added |
| Bank Hapoalim BM | 7,456 | $969.0K | 0.10% | +52+0.7% | Added |
| Gladstone Institutional Advisory LLC | 7,436 | $967.0K | 0.09% | −449−5.7% | Reduced |
| Pacific Global Investment Management CO | 7,435 | $966.0K | 0.20% | +544+7.9% | Added |
| Future Financial Wealth Managment LLC | 7,357 | $960.0K | 0.99% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,303 | $949.0K | 0.03% | −63−0.9% | Reduced |
| Sumitomo Life Insurance Co | 7,271 | $945.0K | 0.03% | −457−5.9% | Reduced |
| Walleye Capital LLC | 7,261 | $944.0K | 0.03% | +7,261 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 7,206 | $937.0K | 0.01% | +86+1.2% | Added |
| Stephens Inc | 7,134 | $927.0K | 0.01% | −884−11.0% | Reduced |
| Sustainable Insight Capital Management, LLC | 7,080 | $920.0K | 0.59% | −1,105−13.5% | Reduced |
| AlphaCrest Capital Management LLC | 7,065 | $918.0K | 0.05% | −1,151−14.0% | Reduced |
| JT Stratford LLC | 7,035 | $914.0K | 0.28% | −5,480−43.8% | Reduced |
| Aaron Wealth Advisors | 7,027 | $913.0K | 0.26% | +75+1.1% | Added |
| Gifford Fong Associates | 7,000 | $910.0K | 0.18% | 00.0% | Unchanged |
| Veriti Management LLC | 6,945 | $903.0K | 0.13% | +11+0.2% | Added |
| Guardian Capital Advisors LP | 6,595 | $872.0K | 0.09% | +600+10.0% | Added |
| Greenleaf Trust | 6,657 | $865.0K | 0.01% | +166+2.6% | Added |
| SG Americas Securities, LLC | 6,619 | $860.0K | 0.00% | −161,056−96.1% | Reduced |
| 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 |
| D. E. Shaw & Co., Inc. | 6,600 | $858.0K | 0.00% | +6,600 | New |
| Boenning & Scattergood, Inc. | 6,549 | $851.0K | 0.15% | −207−3.1% | Reduced |
| Corient Capital Partners, LLC | 6,464 | $840.0K | 0.06% | −428−6.2% | Reduced |
| Harvest Fund Management Co., Ltd | 6,444 | $837.0K | 0.19% | −1,163−15.3% | Reduced |
| Boston Partners | 6,417 | $834.0K | 0.00% | −925−12.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,342 | $824.0K | 0.01% | −36−0.6% | Reduced |
| Ausdal Financial Partners, Inc. | 6,333 | $823.0K | 0.12% | −29−0.5% | Reduced |
| Wellington Shields & Co., LLC | 6,270 | $815.0K | 0.28% | +200+3.3% | Added |
| Kovack Advisors, Inc. | 6,175 | $803.0K | 0.09% | +6,175 | New |
| FORA Capital, LLC | 6,171 | $802.0K | 0.20% | −10,815−63.7% | Reduced |
| Abbrea Capital, LLC | 6,038 | $785.0K | 0.12% | +480+8.6% | Added |
| Ieq Capital, LLC | 6,001 | $779.0K | 0.02% | +2,383+65.9% | 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 |
| Deseret Mutual Benefit Administrators | 5,905 | $767.0K | 0.14% | +3,909+195.8% | Added |
| Verdence Capital Advisors LLC | 5,832 | $758.0K | 0.10% | +210+3.7% | Added |
| New England Research & Management, Inc. | 5,800 | $754.0K | 0.39% | 00.0% | Unchanged |
| Keybank National Association | 5,796 | $753.0K | 0.00% | +222+4.0% | Added |
| Madison Wealth Management | 5,770 | $750.0K | 0.16% | −11,035−65.7% | Reduced |
| Fortem Financial Group, LLC | 5,752 | $748.0K | 0.38% | +84+1.5% | Added |
| Carl P. Sherr & Co., LLC | 5,684 | $739.0K | 0.59% | +461+8.8% | Added |
| IndexIQ Advisors LLC | 5,676 | $738.0K | 0.02% | +282+5.2% | 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 |
| Morse Asset Management, Inc | 5,570 | $724.0K | 0.17% | +2,380+74.6% | Added |
| Stelac Advisory Services LLC | 5,548 | $721.0K | 0.19% | −3,897−41.3% | Reduced |
| Sigma Planning Corp | 5,525 | $718.0K | 0.02% | +197+3.7% | Added |