Skip to main content
Livermore
Livermore
ZHEN

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

Q4 2021 vs. Q3 2021

How the institutions holding Simon Property Group Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of SPG: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders918111,049+142
Shares286.9M224.0K289.0M+2.30M (+0.8%)
Value$37.3B$7.32M$46.1B+$8.79B (+23.6%)

11 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (205)

Institutions that held Simon Property Group Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 205 by value.

Institutions new to SPG in Q4 2021
InstitutionSharesValue% of portfolio
Aew Capital Management L P222,825$35.6M0.93%
Tobias Financial Advisors, Inc.181,129$28.9M2.27%
Allspring Global Investments Holdings, LLC110,412$17.6M0.02%
LGT Group Foundation93,866$15.0M0.39%
Kempen Capital Management N.V.89,771$14.3M0.44%
B&I Capital AG79,700$12.7M3.03%
Yousif Capital Management, LLC64,131$10.2M0.11%
Capitolis Advisors LLC56,666$9.05M0.05%
Vert Asset Management LLC53,071$8.48M6.98%
HGI Capital Management, LLC50,340$8.04M3.21%
Congress Asset Management Co46,406$7.41M0.06%
Iyo Bank, Ltd.45,580$7.28M2.22%
National Bank of Canada45,306$7.24M0.03%
TD Waterhouse Canada Inc.35,968$6.75M0.07%
Summit Global Investments37,343$5.97M0.38%
Agf Investments Inc.33,924$5.42M0.04%
Contravisory Investment Management, Inc.33,179$5.30M1.43%
Advisors Preferred, LLC28,543$4.58M0.45%
Twinbeech Capital LP26,867$4.29M0.24%
Castleview Partners, LLC567,503$3.55M0.03%
Advent Capital Management20,000$3.19M0.05%
B. Metzler seel. Sohn & Co. AG17,604$2.82M0.04%
Resolute Capital Asset Partners LLC17,500$2.80M1.83%
Aquila Investment Management LLC16,000$2.56M1.24%
Arbor Capital Management Inc15,723$2.51M1.78%
Walleye Trading LLC15,356$2.45M0.04%
Yarbrough Capital, LLC15,000$2.40M0.13%
Williams Jones Wealth Management, LLC.14,129$2.26M0.03%
New Potomac Partners, LLC13,810$2.21M1.43%
Engineers Gate Manager LP13,371$2.14M0.10%
Riverview Capital Advisers, LLC12,970$2.07M0.92%
Titleist Asset Management, Ltd.12,737$2.04M0.40%
Capital Fund Management S.A.11,380$1.82M0.05%
Pendal Group Limited11,028$1.76M0.01%
Point72 Asset Management, L.P.10,700$1.71M0.01%
CenterStar Asset Management, LLC–$1.60M1.22%
Joho Capital LLC9,900$1.58M0.22%
Tudor Investment Corp Et Al9,855$1.57M0.03%
Beacon Pointe Advisors, LLC9,792$1.56M0.04%
Platte River Wealth Advisors, LLC9,512$1.54M0.53%
Glassy Mountain Advisors, Inc.8,847$1.41M0.73%
Quantinno Capital Management LP7,912$1.26M0.23%
Echo Street Capital Management LLC7,686$1.23M0.01%
TrimTabs Asset Management, LLC7,546$1.21M0.59%
Radnor Capital Management, LLC7,316$1.17M0.29%
Connective Portfolio Management, LLC6,770$1.08M1.90%
Naviter Wealth, LLC6,610$1.06M0.32%
Chiron Investment Management, LLC6,602$1.05M0.12%
Stamos Capital Partners, L.P.6,300$1.01M0.47%
Harel Insurance Investments & Financial Services Ltd.5,800$927.0K0.02%
1620 Investment Advisors, Inc.5,750$919.0K1.03%
Integrated Wealth Concepts LLC5,678$907.0K0.03%
Alps Advisors Inc5,668$906.0K0.01%
NewSquare Capital LLC5,156$824.0K0.09%
Abeille Asset Management SA4,955$792.0K0.18%
Quadrature Capital Ltd4,907$784.0K0.04%
Cerro Pacific Wealth Advisors LLC4,894$782.0K0.50%
Ascent Group, LLC5,171$760.0K0.10%
NEIRG Wealth Management, LLC4,753$759.0K0.15%
Wexford Capital LP4,655$744.0K0.08%
Mystic Asset Management, Inc.4,662$744.0K0.35%
Retirement Planning Co of New England, Inc.4,642$741.0K0.36%
Connor, Clark & Lunn Investment Management Ltd.4,416$706.0K0.00%
Baldwin Investment Management, LLC4,350$695.0K0.18%
Cerity Partners LLC4,034$645.0K0.01%
CoreCap Advisors, LLC3,912$625.0K0.04%
Coldstream Capital Management Inc3,799$607.0K0.02%
Capasso Planning Partners LLC3,800$607.0K0.44%
RS Crum Inc.3,709$593.0K0.33%
XTX Topco Ltd3,712$593.0K0.34%
Alpine Global Management, LLC3,697$591.0K0.09%
HighTower Trust Services, LTA3,619$578.0K0.06%
Brown, Lisle/Cummings, Inc.3,610$576.8K0.29%
Interchange Capital Partners, LLC3,560$568.0K0.57%
Hutchens & Kramer Investment Management Group, LLC4,169$554.0K0.35%
TTP Investments, Inc.3,438$549.0K0.41%
Ghe, LLC3,385$541.0K0.42%
Stock Yards Bank & Trust Co3,342$534.0K0.03%
MSH Capital Advisors LLC3,230$516.0K0.23%
Reuter James Wealth Management, LLC3,225$515.0K0.20%
Twin Capital Management Inc3,185$509.0K0.05%
Sage Investment Advisers LLC3,060$489.0K0.63%
Stevens Capital Management LP2,898$463.0K0.11%
Metis Global Partners, LLC2,868$458.0K0.13%
Asset Management Resources, LLC2,771$443.0K0.39%
J. Goldman & Co LP2,708$433.0K0.04%
Two Sigma Securities, LLC2,678$428.0K0.08%
J2 Capital Management Inc2,629$420.0K0.40%
MBB Public Markets I LLC2,594$414.0K0.01%
Flower City Capital2,536$405.0K0.39%
EPG Wealth Management LLC2,514$402.0K0.14%
Gabelli Funds LLC2,500$399.0K0.00%
Accuvest Global Advisors2,362$377.0K0.17%
Versor Investments LP2,309$369.0K0.01%
Schechter Investment Advisors, LLC2,278$364.0K0.03%
Cladis Investment Advisory, LLC2,200$351.5K0.28%
Journey Strategic Wealth LLC2,190$350.0K0.04%
Stiles Financial Services Inc2,136$341.0K0.16%
Congress Wealth Management LLC2,097$335.0K0.01%
SkyView Investment Advisors, LLC11,823$332.0K0.07%

Sold out (63)

Institutions that held Simon Property Group Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of SPG in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Altshuler Shaham Ltd2,331,852$326.5M
Zimmer Partners, LP529,100$68.8M
Balyasny Asset Management LLC390,696$50.8M
Intrinsic Edge Capital Management LLC155,000$20.1M
PEAK6 Investments LLC112,118$14.6M
Goldentree Asset Management LP101,421$13.2M
Two Sigma Investments, LP100,007$13.0M
CQS (US), LLC80,000$10.4M
Eii Capital Management, Inc.53,320$6.93M
Edgestream Partners, L.P.13,319$1.73M
American Assets Investment Management, LLC12,700$1.65M
Achmea Investment Management B.V.8,662$1.13M
ExodusPoint Capital Management, LP8,560$1.11M
Bridgefront Capital, LLC5,300$689.0K
Winton Group Ltd5,281$686.0K
Meeder Asset Management Inc4,755$618.0K
Capula Management Ltd4,294$558.0K
Centiva Capital, LP4,044$525.0K
Walter & Keenan Financial Consulting Co3,154$410.0K
Chatham Capital Group, Inc.3,000$390.0K
Fox Run Management, L.L.C.2,476$322.0K
1832 Asset Management L.P.2,303$310.0K
Quantamental Technologies LLC2,340$304.0K
Camden Capital, LLC2,119$275.0K
Bulltick Wealth Management, LLC1,963$255.1K
Jump Financial, LLC1,928$251.0K
X-Square Capital, LLC1,910$248.0K
EMG Holdings, L.P.1,658$214.0K
Clifford Swan Investment Counsel LLC1,427$213.0K
Infrastructure Capital Advisors, LLC1,501$200.0K
Neo Ivy Capital Management2,562$175.0K
Prentice Wealth Management LLC1,170$152.0K
Clal Insurance Enterprises Holdings Ltd1,109$144.0K
Albion Financial Group1,000$130.0K
Gerber Kawasaki Wealth & Investment Management733$95.0K
Systematic Alpha Investments, LLC614$90.0K
CX Institutional682$89.0K
US Asset Management LLC611$79.0K
Ravenstone Capital Management Inc.500$65.0K
D'Orazio & Associates, Inc.492$64.0K
Meridian Wealth Partners, LLC483$63.0K
Ancora Advisors, LLC475$62.0K
Vaughan Nelson Investment Management, L.P.401$52.0K
Resolute Partners Group352$46.0K
Bartlett & Co. LLC207$27.0K
Bartlett & Co. Wealth Management LLC207$26.9K
Joseph P. Lucia & Associates, LLC175$23.0K
Sterling Financial Planning, Inc.167$22.0K
Jacobi Capital Management LLC162$21.0K
Better Money Decisions, LLC155$20.0K
Sargent Bickham Lagudis LLC150$19.0K
Capital Advisory Group Advisory Services, LLC120$16.0K
Global Retirement Partners, LLC113$15.0K
Archer Investment Corp102$13.3K
RPG Investment Advisory, LLC75$10.0K
Strategic Asset Management, LLC75$10.0K
Evolution Wealth Advisors, LLC60$8.00K
Liberty Wealth Management LLC28$4.00K
Brewin Dolphin Ltd30$3.90K
JNBA Financial Advisors23$3.00K
MCF Advisors LLC22$3.00K
True Link Financial Advisors, LLC17$2.00K
Red Tortoise LLC23$2.00K

Not filed for Q4 2021 yet (11)

Institutions that held Simon Property Group Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SPG in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Fma Advisory Inc13,278$1.73M
B. Metzler seel. Sohn & Co. Holding AG12,730$1.66M
World Asset Management Inc10,853$1.41M
Mid Atlantic Financial Management Inc5,924$770.0K
Psagot Investment House Ltd.4,748$617.0K
Optimal Asset Management, Inc.171,049$443.0K
New England Investment & Retirement Group, Inc.2,335$304.0K
Berman Capital Advisors, LLC1,929$249.0K
BBVA USA555$72.0K
Sonora Investment Management, LLC300$39.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA250$32.5K