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Livermore
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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.

Institutional holdersQ3 2021: 918 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ3 2021: $37.3B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$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.

Institutions holding SPG in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Walter & Keenan Financial Consulting Co3,154$410.0K0.14%+49+1.6%Added
Salem Investment Counselors Inc3,150$409.0K0.02%+150+5.0%Added
Stonnington Group, LLC3,100$409.0K0.09%+1,100+55.0%Added
Everence Capital Management Inc3,119$405.0K0.03%−3,510−52.9%Reduced
Prospera Financial Services Inc3,105$404.0K0.02%−6,382−67.3%Reduced
Manchester Capital Management LLC3,107$404.0K0.06%+21+0.7%Added
Cohen Klingenstein LLC3,100$403.0K0.02%00.0%Unchanged
Trust Co of Vermont3,082$400.0K0.03%+175+6.0%Added
Ergoteles LLC3,069$399.0K0.01%+3,069New
Excalibur Management Corp3,066$398.0K0.17%−1,074−25.9%Reduced
Gilman Hill Asset Management, LLC3,055$397.0K0.10%+3,055New
Synovus Financial Corp3,044$395.0K0.00%+547+21.9%Added
Highland Capital Management, LLC3,028$394.0K0.02%+3,028New
Founders Capital Management3,020$393.0K0.27%00.0%Unchanged
Carnegie Capital Asset Management, LLC2,994$393.0K0.01%00.0%Unchanged
Chatham Capital Group, Inc.3,000$390.0K0.08%00.0%Unchanged
Westover Capital Advisors, LLC3,000$390.0K0.12%00.0%Unchanged
Meiji Yasuda Life Insurance Co2,972$386.0K0.01%00.0%Unchanged
Level Four Advisory Services, LLC2,958$385.0K0.04%−91−3.0%Reduced
Meristem Family Wealth, LLC2,960$385.0K0.04%+10+0.3%Added
Invst, LLC2,964$385.0K0.06%+112+3.9%Added
Bluefin Capital Management, LLC2,950$383.0K0.04%−55,750−95.0%Reduced
Bokf, NA2,903$377.0K0.01%+2,903New
Bradley Foster & Sargent Inc2,901$377.0K0.01%+2,901New
Sentry Investment Management LLC2,832$368.0K0.11%−414−12.8%Reduced
Mission Wealth Management, LP2,832$368.0K0.02%+12+0.4%Added
Dorsey Wright & Associates2,792$363.0K0.08%+2,792New
TD Private Client Wealth LLC2,781$361.4K0.02%+33+1.2%Added
Clarius Group, LLC2,769$360.0K0.03%+124+4.7%Added
Lafayette Investments, Inc.2,750$357.0K0.10%00.0%Unchanged
Newbridge Financial Services Group, Inc.2,730$355.0K0.22%−114−4.0%Reduced
Jackson Square Capital, LLC2,728$355.0K0.12%+30+1.1%Added
Intrust Bank NA2,716$353.0K0.05%−135−4.7%Reduced
IFG Advisory, LLC2,707$351.0K0.04%−135−4.8%Reduced
Alta Wealth Advisors LLC2,704$351.0K0.25%+250+10.2%Added
Marshall Wace, LLP2,669$347.0K0.00%−51,495−95.1%Reduced
Market Street Wealth Management Advisors LLC2,630$342.0K0.14%00.0%Unchanged
Shelton Capital Management2,625$341.0K0.01%+450+20.7%Added
Rothschild Investment Corp2,623$341.0K0.03%+584+28.6%Added
Camelot Portfolios, LLC2,608$339.0K0.17%−1,269−32.7%Reduced
Assenagon Asset Management S.A.2,603$338.0K0.00%+2,603New
Lederer & Associates Investment Counsel2,581$335.0K0.22%+2,581New
Renaissance Group LLC2,557$332.0K0.01%−129−4.8%Reduced
Quadrant Capital Group LLC2,546$331.0K0.05%+126+5.2%Added
Pinnacle Associates Ltd2,528$329.0K0.01%+46+1.9%Added
Financial Sense Advisors, Inc.2,500$325.0K0.11%−202−7.5%Reduced
Moody Lynn & Lieberson, LLC2,500$325.0K0.02%00.0%Unchanged
Coastline Trust Co2,500$325.0K0.04%00.0%Unchanged
Fox Run Management, L.L.C.2,476$322.0K0.20%−1,124−31.2%Reduced
Cetera Advisor Networks LLC2,475$322.0K0.00%−75−2.9%Reduced
Buckingham Strategic Wealth, LLC2,481$322.0K0.01%+82+3.4%Added
DRW Securities, LLC2,476$322.0K0.10%+2,476New
Bramshill Investments, LLC2,458$319.0K0.03%00.0%Unchanged
First National Bank Sioux Falls2,415$313.0K0.52%+75+3.2%Added
Strategic Wealth Designers2,400$312.0K0.09%+16+0.7%Added
1832 Asset Management L.P.2,303$310.0K0.00%+2,303New
NuWave Investment Management, LLC2,363$307.0K0.35%+1,715+264.7%Added
Stratos Wealth Advisors, LLC2,343$305.0K0.03%+3+0.1%Added
Orion Portfolio Solutions, LLC2,338$304.0K0.01%+229+10.9%Added
New England Investment & Retirement Group, Inc.2,335$304.0K0.07%+2,335New
Quantamental Technologies LLC2,340$304.0K0.20%+2,340New
Checchi Capital Advisers, LLC2,332$303.0K0.04%+109+4.9%Added
Novare Capital Management LLC2,321$302.0K0.03%−8−0.3%Reduced
Godshalk Welsh Capital Management, Inc.2,325$302.0K0.19%+150+6.9%Added
Proficio Capital Partners LLC2,298$299.0K0.04%−177−7.2%Reduced
Savant Capital, LLC2,292$298.0K0.01%+430+23.1%Added
Vicus Capital2,286$297.0K0.05%−214−8.6%Reduced
Golden State Equity Partners2,275$296.0K0.12%−4,755−67.6%Reduced
Ninepoint Partners LP2,255$293.0K0.11%+2,255New
Umb Bank N A2,224$289.0K0.01%−21−0.9%Reduced
First Dallas Securities Inc.2,200$286.0K0.20%00.0%Unchanged
Geneos Wealth Management Inc.2,153$286.0K0.01%+4+0.2%Added
Prudent Man Advisors, LLC2,199$286.0K0.11%+2,199New
Schulhoff & Co Inc2,200$285.0K0.13%00.0%Unchanged
Rockland Trust Co2,196$285.0K0.02%+16+0.7%Added
Evoke Wealth, LLC2,184$283.0K0.01%00.0%Unchanged
Brinker Capital Investments, LLC2,162$282.0K0.00%00.0%Unchanged
Investors Research Corp2,164$281.0K0.09%+250+13.1%Added
Brown Advisory Inc2,157$280.0K0.00%−306−12.4%Reduced
Sloy Dahl & Holst, LLC2,139$278.0K0.06%00.0%Unchanged
Signature Wealth Management Partners, LLC2,141$278.0K0.25%+2,141New
Edmp, Inc.2,133$277.0K0.29%00.0%Unchanged
Alpha Paradigm Partners, LLC2,132$277.0K0.11%00.0%Unchanged
Camden Capital, LLC2,119$275.0K0.06%−304−12.5%Reduced
Whalerock Point Partners, LLC2,119$275.0K0.11%00.0%Unchanged
Gamco Investors, Inc. Et Al2,105$274.0K0.00%−75−3.4%Reduced
Sawtooth Solutions, LLC2,107$274.0K0.04%+350+19.9%Added
Affinity Wealth Management LLC2,051$272.0K0.06%+2,051New
Focused Wealth Management, Inc2,066$268.0K0.04%+2+0.1%Added
Spire Wealth Management2,063$268.0K0.01%+271+15.1%Added
KMG Fiduciary Partners, LLC2,053$267.0K0.05%+101+5.2%Added
Minot Wealth Management LLC2,039$265.0K0.06%+2,039New
Paradigm Financial Partners, LLC1,952$262.0K0.06%+116+6.3%Added
Merrion Investment Management Co, LLC2,000$259.0K0.20%+2,000New
First Affirmative Financial Network1,985$258.0K0.27%+1,985New
Penserra Capital Management LLC1,984$257.0K0.01%+916+85.8%Added
Rehmann Capital Advisory Group1,973$256.5K0.02%−20−1.0%Reduced
Bulltick Wealth Management, LLC1,963$255.1K0.06%−1,370−41.1%Reduced
First Horizon Advisors, Inc.1,968$255.0K0.01%+1,246+172.6%Added
Regent Peak Wealth Advisors LLC1,942$252.0K0.07%+7+0.4%Added