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 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 475 | $62.0K | 0.00% | +24+5.3% | Added |
| SOA Wealth Advisors, LLC. | 483 | $62.0K | 0.02% | +44+10.0% | Added |
| First Financial Corp | 465 | $60.0K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 450 | $58.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 445 | $58.0K | 0.00% | +55+14.1% | Added |
| Massmutual Trust Co FSB | 435 | $57.0K | 0.00% | +8+1.9% | Added |
| Webster Bank, N. A. | 429 | $56.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 412 | $54.0K | 0.01% | +412 | New |
| Assetmark, Inc | 400 | $52.0K | 0.00% | −1,101−73.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 401 | $52.0K | 0.00% | +401 | New |
| MV Capital Management, Inc. | 391 | $51.0K | 0.01% | +41+11.7% | Added |
| Brown Brothers Harriman & Co | 373 | $48.0K | 0.00% | −75−16.7% | Reduced |
| Dark Forest Capital Management LP | 367 | $48.0K | 0.02% | +92+33.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 373 | $48.0K | 0.00% | +119+46.9% | Added |
| Resolute Partners Group | 352 | $46.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 356 | $46.0K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 343 | $45.0K | 0.01% | +3+0.9% | Added |
| American National Bank | 341 | $44.0K | 0.01% | −1,134−76.9% | Reduced |
| Concord Wealth Partners | 337 | $44.0K | 0.02% | −446−57.0% | Reduced |
| JCIC Asset Management Inc. | 336 | $44.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 333 | $43.0K | 0.01% | +4+1.2% | Added |
| Anchor Investment Management, LLC | 325 | $42.2K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 320 | $42.0K | 0.01% | +39+13.9% | Added |
| Baystate Wealth Management LLC | 308 | $40.0K | 0.00% | +7+2.3% | Added |
| Sonora Investment Management, LLC | 300 | $39.0K | 0.00% | −50−14.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 300 | $39.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 298 | $39.0K | 0.01% | +30+11.2% | Added |
| Clean Yield Group | 292 | $38.0K | 0.01% | +146+100.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 250 | $32.5K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 250 | $32.0K | 0.00% | −250−50.0% | Reduced |
| Valley National Advisers Inc | 225 | $29.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 230 | $29.0K | 0.01% | +129+127.7% | Added |
| Koshinski Asset Management, Inc. | 219 | $28.5K | 0.00% | +219 | New |
| Bartlett & Co. LLC | 207 | $27.0K | 0.00% | −19−8.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 207 | $26.9K | 0.00% | −19−8.4% | Reduced |
| Hexagon Capital Partners LLC | 202 | $26.0K | 0.01% | −155−43.4% | Reduced |
| Arrow Financial Corp | 195 | $25.0K | 0.00% | −100−33.9% | Reduced |
| Adirondack Trust Co | 156 | $23.0K | 0.01% | −112−41.8% | Reduced |
| Earnest Partners LLC | 178 | $23.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 175 | $23.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 177 | $23.0K | 0.00% | +17+10.6% | Added |
| Sterling Financial Planning, Inc. | 167 | $22.0K | 0.01% | −157−48.5% | Reduced |
| AlphaMark Advisors, LLC | 165 | $21.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 159 | $21.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 162 | $21.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 164 | $21.0K | 0.00% | +22+15.5% | Added |
| Atwood & Palmer Inc | 155 | $20.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 155 | $20.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 155 | $20.0K | 0.00% | +17+12.3% | Added |
| TD Ameritrade Investment Management, LLC | 306 | $20.0K | 0.00% | +306 | New |
| McCarthy Asset Management, Inc. | 147 | $19.0K | 0.01% | −14−8.7% | Reduced |
| Sargent Bickham Lagudis LLC | 150 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 149 | $19.0K | 0.00% | +81+119.1% | Added |
| Column Capital Advisors, LLC | 140 | $18.0K | 0.00% | +2+1.4% | Added |
| Tarbox Family Office, Inc. | 140 | $18.0K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 129 | $17.0K | 0.00% | +101+360.7% | Added |
| Norway Savings Bank | 120 | $16.0K | 0.01% | −25−17.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 120 | $16.0K | 0.01% | −15−11.1% | Reduced |
| Financial Management Professionals, Inc. | 121 | $16.0K | 0.00% | +1+0.8% | Added |
| Winch Advisory Services, LLC | 123 | $16.0K | 0.01% | +123 | New |
| West Paces Advisors Inc. | 121 | $15.7K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 114 | $15.0K | 0.01% | −70−38.0% | Reduced |
| Hudock, Inc. | 118 | $15.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 113 | $15.0K | 0.00% | +71+169.0% | Added |
| Bell Investment Advisors, Inc | 119 | $15.0K | 0.00% | +119 | New |
| SRS Capital Advisors, Inc. | 108 | $14.0K | 0.00% | −499−82.2% | Reduced |
| Logan Capital Management Inc | 109 | $14.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 109 | $14.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 110 | $14.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 102 | $13.3K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 101 | $13.0K | 0.00% | +1+1.0% | Added |
| FinTrust Capital Advisors, LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 99 | $12.9K | 0.00% | +3+3.1% | Added |
| Sandy Spring Bank | 92 | $12.0K | 0.00% | +47+104.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 86 | $11.0K | 0.00% | +9+11.7% | Added |
| Cordasco Financial Network | 75 | $10.0K | 0.01% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 75 | $10.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 76 | $10.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 84 | $10.0K | 0.01% | +58+223.1% | Added |
| Strategic Asset Management, LLC | 75 | $10.0K | 0.01% | +75 | New |
| Exchange Traded Concepts, LLC | 70 | $9.00K | 0.00% | −6−7.9% | Reduced |
| JJJ Advisors Inc. | 63 | $8.00K | 0.00% | +4+6.8% | Added |
| Evolution Wealth Advisors, LLC | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 60 | $8.00K | 0.00% | +60 | New |
| Oakworth Capital, Inc. | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 54 | $7.00K | 0.00% | +30+125.0% | Added |
| JFS Wealth Advisors, LLC | 56 | $7.00K | 0.00% | +56 | New |
| Alaethes Wealth LLC | 56 | $7.00K | 0.01% | +56 | New |
| South State Corp. | 45 | $6.00K | 0.00% | +45 | New |
| Ci Investments Inc. | 40 | $5.00K | 0.00% | −6,237−99.4% | Reduced |
| Crescent Capital Consulting, LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $4.42K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 29 | $4.00K | 0.00% | −56−65.9% | Reduced |
| Liberty Wealth Management LLC | 28 | $4.00K | 0.00% | +7+33.3% | Added |
| Brewin Dolphin Ltd | 30 | $3.90K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |