Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
In the last 90 days, Simon Property Group Inc. insiders filed 11 open-market purchases and 0 sales; 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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 1,928 | $251.0K | 0.02% | −10,261−84.2% | Reduced |
| UBP Investment Advisors SA | 1,900 | $250.0K | 0.10% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,921 | $250.0K | 0.01% | +38+2.0% | Added |
| Boston Family Office LLC | 1,924 | $250.0K | 0.02% | +175+10.0% | Added |
| Berman Capital Advisors, LLC | 1,929 | $249.0K | 0.04% | +431+28.8% | Added |
| Patten Group, Inc. | 1,905 | $248.0K | 0.07% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,911 | $248.0K | 0.01% | +352+22.6% | Added |
| X-Square Capital, LLC | 1,910 | $248.0K | 0.13% | +1,910 | New |
| NBT Bank N A | 1,900 | $247.0K | 0.03% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 1,900 | $247.0K | 0.08% | +1,900 | New |
| Simmons Bank | 1,898 | $247.0K | 0.02% | +1,898 | New |
| CAPROCK Group, Inc. | 1,887 | $245.0K | 0.02% | +136+7.8% | Added |
| American State Bank (Iowa) | 1,882 | $244.6K | 0.19% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 1,880 | $244.0K | 0.09% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 1,879 | $244.0K | 0.13% | +1,879 | New |
| Shell Asset Management Co | 1,867 | $243.0K | 0.01% | −1,701−47.7% | Reduced |
| IFP Advisors, Inc | 1,853 | $242.0K | 0.00% | −386−17.2% | Reduced |
| Arete Wealth Advisors, LLC | 1,857 | $241.0K | 0.03% | +1,857 | New |
| Kistler-Tiffany Companies, LLC | 1,849 | $240.0K | 0.05% | −655−26.2% | Reduced |
| Harvest Investment Services, LLC | 1,849 | $240.0K | 0.10% | −10−0.5% | Reduced |
| Cabot Wealth Management Inc | 1,845 | $240.0K | 0.03% | +100+5.7% | Added |
| Waddell & Associates, LLC | 1,842 | $239.0K | 0.04% | −30−1.6% | Reduced |
| Sunbelt Securities, Inc. | 1,916 | $238.0K | 0.04% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,818 | $236.0K | 0.03% | 00.0% | Unchanged |
| Engine No. 1 LLC | 1,774 | $231.0K | 0.06% | +1,774 | New |
| Warther Private Wealth, LLC | 1,724 | $230.0K | 0.21% | −132−7.1% | Reduced |
| Secure Asset Management, LLC | 1,753 | $228.0K | 0.11% | −102−5.5% | Reduced |
| Washington Trust Bank | 1,740 | $226.0K | 0.03% | +1,740 | New |
| Hutchinson Capital Management | 1,724 | $224.0K | 0.05% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,724 | $223.0K | 0.01% | +61+3.7% | Added |
| Integrated Advisors Network LLC | 1,706 | $222.0K | 0.01% | −3,695−68.4% | Reduced |
| Seeyond | 1,711 | $222.0K | 0.02% | −2,866−62.6% | Reduced |
| Good Life Advisors, LLC | 1,698 | $221.0K | 0.03% | 00.0% | Unchanged |
| Change Path, LLC | 1,684 | $219.0K | 0.01% | −102−5.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,677 | $218.0K | 0.02% | 00.0% | Unchanged |
| EMG Holdings, L.P. | 1,658 | $214.0K | 0.07% | +1,658 | New |
| Clifford Swan Investment Counsel LLC | 1,427 | $213.0K | 0.01% | +1,427 | New |
| Mirador Capital Partners LP | 1,642 | $213.0K | 0.05% | +1,642 | New |
| Ford Financial Group, LLC | 1,620 | $210.0K | 0.08% | +1,590+5,300.0% | Added |
| International Assets Investment Management, LLC | 1,607 | $209.0K | 0.04% | −252−13.6% | Reduced |
| Avestar Capital, LLC | 1,606 | $209.0K | 0.04% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,600 | $208.0K | 0.04% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 1,593 | $207.0K | 0.11% | −1,039−39.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 1,583 | $206.0K | 0.04% | +1,583 | New |
| Financial Advisory Corp | 1,573 | $204.0K | 0.14% | +11+0.7% | Added |
| Kaizen Financial Strategies | 1,561 | $203.0K | 0.16% | +1,561 | New |
| Burleson & Company, LLC | 1,541 | $200.0K | 0.03% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 1,501 | $200.0K | 0.03% | +1,501 | New |
| Washington Trust Co | 1,455 | $189.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,399 | $182.0K | 0.02% | +51+3.8% | Added |
| Harbour Investments, Inc. | 1,348 | $175.0K | 0.01% | +233+20.9% | Added |
| Neo Ivy Capital Management | 2,562 | $175.0K | 0.20% | +2,562 | New |
| Kozak & Associates, Inc. | 1,014 | $169.0K | 0.10% | +1,014 | New |
| Firestone Capital Management | 1,280 | $167.0K | 0.06% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1,261 | $164.0K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,184 | $153.9K | 0.02% | +797+205.9% | Added |
| Prentice Wealth Management LLC | 1,170 | $152.0K | 0.07% | +10+0.9% | Added |
| Clal Insurance Enterprises Holdings Ltd | 1,109 | $144.0K | 0.00% | −227−17.0% | Reduced |
| Exane Derivatives | 1,057 | $137.4K | 0.03% | −371−26.0% | Reduced |
| Activest Wealth Management | 1,005 | $131.0K | 0.09% | 00.0% | Unchanged |
| Albion Financial Group | 1,000 | $130.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,000 | $130.0K | 0.08% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,000 | $130.0K | 0.01% | +1,000 | New |
| State of Wyoming | 967 | $126.0K | 0.08% | +603+165.7% | Added |
| Motco | 906 | $118.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 862 | $112.0K | 0.04% | +51+6.3% | Added |
| Farmers & Merchants Investments Inc | 842 | $109.0K | 0.00% | +352+71.8% | Added |
| Private Capital Group, LLC | 813 | $106.0K | 0.02% | −20−2.4% | Reduced |
| Central Trust Co | 815 | $106.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 808 | $105.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 800 | $104.0K | 0.04% | 00.0% | Unchanged |
| Hoey Investments, Inc | 775 | $101.0K | 0.03% | +400+106.7% | Added |
| Versant Capital Management, Inc | 764 | $99.0K | 0.03% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 733 | $95.0K | 0.01% | +733 | New |
| Lindbrook Capital, LLC | 723 | $94.0K | 0.02% | +26+3.7% | Added |
| Zions Bancorporation, N.A. | 725 | $94.0K | 0.01% | +507+232.6% | Added |
| Systematic Alpha Investments, LLC | 614 | $90.0K | 0.00% | +614 | New |
| Ellevest, Inc. | 685 | $89.0K | 0.01% | +19+2.9% | Added |
| CX Institutional | 682 | $89.0K | 0.01% | +65+10.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 633 | $82.0K | 0.00% | −14,765−95.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 629 | $82.0K | 0.00% | 00.0% | Unchanged |
| US Asset Management LLC | 611 | $79.0K | 0.08% | +611 | New |
| Jones Financial Companies LLLP | 600 | $78.0K | 0.00% | −280−31.8% | Reduced |
| Perkins Coie Trust Co | 595 | $77.0K | 0.02% | −405−40.5% | Reduced |
| Silvant Capital Management LLC | 591 | $77.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 571 | $75.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 565 | $73.0K | 0.00% | +46+8.9% | Added |
| BBVA USA | 555 | $72.0K | 0.00% | −71−11.3% | Reduced |
| Howe & Rusling Inc | 551 | $72.0K | 0.01% | +75+15.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 549 | $71.0K | 0.01% | −20−3.5% | Reduced |
| Proequities, Inc. | 548 | $71.0K | 0.00% | +2+0.4% | Added |
| Ossiam | 544 | $71.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 535 | $70.0K | 0.02% | −30−5.3% | Reduced |
| Wagner Wealth Management, LLC | 464 | $68.0K | 0.05% | +113+32.2% | Added |
| Spectrum Management Group, LLC | 513 | $67.0K | 0.01% | +170+49.6% | Added |
| Delta Asset Management LLC | 510 | $66.0K | 0.01% | +35+7.4% | Added |
| Costello Asset Management, INC | 503 | $65.0K | 0.04% | +26+5.5% | Added |
| Ravenstone Capital Management Inc. | 500 | $65.0K | 0.05% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 492 | $64.0K | 0.02% | +492 | New |
| Meridian Wealth Partners, LLC | 483 | $63.0K | 0.01% | +483 | New |