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 |
|---|---|---|---|---|---|
| Oxford Financial Group Ltd | 5,511 | $716.0K | 0.09% | +107+2.0% | Added |
| Moloney Securities Asset Management, LLC | 5,474 | $711.0K | 0.13% | −560−9.3% | Reduced |
| Greenwood Capital Associates LLC | 5,436 | $707.0K | 0.11% | +504+10.2% | Added |
| Hollencrest Capital Management | 5,416 | $704.0K | 0.06% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 5,404 | $699.0K | 0.01% | +5,404 | New |
| 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 |
| 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 |
| Horizon Investments, LLC | 5,239 | $681.0K | 0.02% | −662−11.2% | Reduced |
| Chapman Investment Management, LLC | 5,198 | $676.0K | 0.35% | +1,000+23.8% | Added |
| Voloridge Investment Management, LLC | 5,069 | $659.0K | 0.00% | −1,905−27.3% | Reduced |
| FDx Advisors, Inc. | 5,060 | $658.0K | 0.02% | +221+4.6% | Added |
| All Season Financial Advisors, Inc. | 5,055 | $657.0K | 0.53% | +613+13.8% | Added |
| Polar Asset Management Partners Inc. | 5,021 | $653.0K | 0.01% | +5,021 | New |
| Intrua Financial, LLC | 4,523 | $651.0K | 0.12% | +4,523 | New |
| 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 |
| Wedbush Securities Inc | 4,989 | $648.0K | 0.03% | +713+16.7% | Added |
| Leonteq Securities AG | 4,829 | $627.6K | 0.03% | +279+6.1% | Added |
| First National Bank of Omaha | 4,810 | $625.0K | 0.03% | 00.0% | Unchanged |
| Renasant Bank | 4,799 | $624.0K | 0.49% | −179−3.6% | Reduced |
| Trust Co | 4,766 | $619.0K | 0.16% | −217−4.4% | Reduced |
| Meeder Asset Management Inc | 4,755 | $618.0K | 0.03% | +219+4.8% | Added |
| 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 |
| Virtu Financial LLC | 4,650 | $604.0K | 0.05% | +4,650 | New |
| Siemens Fonds Invest GmbH | 4,635 | $602.0K | 0.04% | +4,635 | New |
| Marino, Stram & Associates LLC | 4,590 | $597.0K | 0.21% | +4,590 | New |
| Ameritas Investment Partners, Inc. | 4,546 | $591.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,509 | $586.1K | 0.02% | +164+3.8% | Added |
| Wintrust Investments LLC | 4,493 | $584.0K | 0.08% | −300−6.3% | Reduced |
| MidWestOne Financial Group, Inc. | 4,485 | $583.0K | 0.14% | +142+3.3% | Added |
| Compagnie Lombard Odier SCmA | 4,463 | $580.0K | 0.01% | 00.0% | Unchanged |
| Element Wealth, LLC | 4,447 | $578.0K | 0.46% | +50+1.1% | Added |
| Augustine Asset Management Inc | 4,434 | $576.0K | 0.31% | −32−0.7% | Reduced |
| Pitcairn Co | 4,394 | $571.0K | 0.04% | +1,113+33.9% | Added |
| Affinity Investment Advisors, LLC | 4,353 | $566.0K | 0.25% | +63+1.5% | Added |
| Capula Management Ltd | 4,294 | $558.0K | 0.04% | −300−6.5% | Reduced |
| Eqis Capital Management, Inc. | 4,191 | $545.0K | 0.04% | +4,191 | New |
| 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 |
| Parallel Advisors, LLC | 4,165 | $541.0K | 0.02% | +338+8.8% | Added |
| Bessemer Securities LLC | 4,150 | $539.0K | 0.18% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4,139 | $538.0K | 0.09% | −197−4.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,118 | $535.0K | 0.11% | −31−0.7% | Reduced |
| 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 |
| Illinois Municipal Retirement Fund | 4,045 | $526.0K | 0.02% | +4,045 | New |
| 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 |
| 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 |
| EJF Capital LLC | 4,000 | $520.0K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,981 | $518.0K | 0.04% | +15+0.4% | Added |
| Point72 Hong Kong Ltd | 3,981 | $517.0K | 0.04% | −46,778−92.2% | 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 |
| Raymond James Trust N.A. | 3,907 | $507.0K | 0.02% | −368−8.6% | Reduced |
| J.W. Cole Advisors, Inc. | 3,854 | $503.0K | 0.04% | +851+28.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,820 | $496.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| Alpha Omega Wealth Management LLC | 3,766 | $489.0K | 0.08% | +190+5.3% | Added |
| Gateway Advisory, LLC | 3,756 | $488.0K | 0.10% | +72+2.0% | Added |
| MAI Capital Management | 3,747 | $487.0K | 0.01% | +64+1.7% | Added |
| Personal Cfo Solutions, LLC | 3,735 | $485.0K | 0.10% | +1,631+77.5% | Added |
| RMR Wealth Builders | 3,722 | $484.0K | 0.14% | +45+1.2% | Added |
| Davenport & Co LLC | 3,705 | $482.0K | 0.00% | +1,665+81.6% | Added |
| Oak Grove Capital LLC | 3,700 | $481.0K | 0.11% | +2,100+131.3% | Added |
| LMR Partners LLP | 3,688 | $479.0K | 0.01% | −3,084−45.5% | Reduced |
| 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 |
| Mogy Joel R Investment Counsel Inc | 3,650 | $474.0K | 0.04% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 3,571 | $470.0K | 0.18% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 3,538 | $463.0K | 0.12% | −34−1.0% | Reduced |
| Miracle Mile Advisors, LLC | 3,512 | $456.0K | 0.02% | +3,512 | New |
| 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 |
| AllSquare Wealth Management LLC | 3,425 | $445.0K | 0.27% | −575−14.4% | Reduced |
| Optimal Asset Management, Inc. | 171,049 | $443.0K | 0.06% | +100+0.1% | Added |
| Marietta Investment Partners LLC | 3,400 | $442.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| Ritholtz Wealth Management | 3,385 | $440.0K | 0.03% | +3,385 | New |
| Optimum Investment Advisors | 3,378 | $439.0K | 0.19% | −982−22.5% | Reduced |
| TBH Global Asset Management, LLC | 3,370 | $438.0K | 0.10% | −233−6.5% | Reduced |
| Arkadios Wealth Advisors | 3,319 | $431.0K | 0.06% | −699−17.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $429.0K | 0.14% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 3,262 | $424.0K | 0.04% | +326+11.1% | Added |
| Silvercrest Asset Management Group LLC | 3,250 | $422.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 3,244 | $420.0K | 0.03% | −156−4.6% | Reduced |
| Blueprint Investment Partners LLC | 3,211 | $417.0K | 0.21% | +3,211 | New |
| Coco Enterprises, LLC | 3,200 | $416.0K | 0.33% | +4+0.1% | 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 |
| Laurel Wealth Advisors, Inc. | 3,183 | $414.0K | 0.08% | +234+7.9% | Added |