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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, Q4 2021

Institutional positions in Simon Property Group Inc. as of Dec 31, 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
1,049
+142 vs. Q3 2021
Shares held
289.0M
+2.30M (+0.8%) vs. Q3 2021
Total value
$46.1B
+$8.79B (+23.6%) vs. Q3 2021
New holders
205
405 more added
Sold out
63
309 more reduced

11 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 1,049 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 heldQ4 2021: $46.1B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q3 2021.

Institutions holding SPG in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Plante Moran Financial Advisors, LLC2$00.00%00.0%Unchanged
Avion Wealth2$00.00%00.0%Unchanged
Curi Capital6$00.00%+6New
Confluence Wealth Services, Inc.5$00.00%+5New
Gradient Investments LLC5$1.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC5$1.00K0.00%00.0%Unchanged
TFC Financial Management8$1.00K0.00%00.0%Unchanged
Allworth Financial LP6$1.00K0.00%+3+100.0%Added
Kayne Anderson Rudnick Investment Management LLC5$1.00K0.00%+5New
Surevest, LLC9$1.00K0.00%+9New
Cassady Schiller Wealth Management, LLC9$1.00K0.00%+9New
Missouri Trust & Investment Co5$1.00K0.00%+5New
Versant Capital Management, Inc14$2.00K0.00%−750−98.2%Reduced
SOA Wealth Advisors, LLC.14$2.00K0.00%−469−97.1%Reduced
Thompson Siegel & Walmsley LLC14$2.00K0.00%00.0%Unchanged
Independence Bank of Kentucky15$2.00K0.00%00.0%Unchanged
Montag A & Associates Inc10$2.00K0.00%00.0%Unchanged
Mach-1 Financial Group, Inc.17$2.00K0.00%+17New
PFG Private Wealth Management, LLC20$3.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC18$3.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC16$3.00K0.00%+15+1,500.0%Added
Cedar Wealth Management, LLC20$3.00K0.00%+20New
Financial Management Professionals, Inc.27$4.00K0.00%−94−77.7%Reduced
Bogart Wealth, LLC26$4.00K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC22$4.00K0.00%+22New
BerganKDV Wealth Management, LLC29$5.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC32$5.00K0.00%+14+77.8%Added
Mark Sheptoff Financial Planning, LLC31$5.00K0.00%+31New
Byrne Asset Management LLC30$5.00K0.00%+30New
Raffa Wealth Management, LLC34$5.43K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)40$6.00K0.00%−4,708−99.2%Reduced
Ossiam39$6.00K0.00%−505−92.8%Reduced
Crescent Capital Consulting, LLC40$6.00K0.00%00.0%Unchanged
Crewe Advisors LLC38$6.00K0.00%+38New
Zullo Investment Group, Inc.40$6.00K0.00%+40New
Eagle Bay Advisors LLC42$7.00K0.00%−42−50.0%Reduced
South State Corp.45$7.00K0.00%00.0%Unchanged
Core Alternative Capital46$7.00K0.00%+46New
Oakworth Capital, Inc.52$8.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC53$8.00K0.00%+53New
High Net Worth Advisory Group LLC50$8.00K0.00%+50New
Tucker Asset Management LLC52$8.32K0.00%+52New
JFS Wealth Advisors, LLC56$9.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC54$9.00K0.00%00.0%Unchanged
Alaethes Wealth LLC56$9.00K0.01%00.0%Unchanged
Northwest Investment Counselors, LLC56$9.00K0.00%+56New
Arrow Financial Corp60$10.0K0.00%−135−69.2%Reduced
TCTC Holdings, LLC60$10.0K0.00%00.0%Unchanged
Signet Financial Management, LLC64$10.0K0.00%+64New
Exchange Traded Concepts, LLC71$11.0K0.00%+1+1.4%Added
Cordasco Financial Network75$12.0K0.01%00.0%Unchanged
Center for Financial Planning, Inc.76$12.0K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC87$14.0K0.00%−219−71.6%Reduced
Bell Investment Advisors, Inc89$14.0K0.00%−30−25.2%Reduced
Sandy Spring Bank92$15.0K0.00%00.0%Unchanged
JJJ Advisors Inc.93$15.0K0.00%+30+47.6%Added
Sutton Wealth Advisors Inc.99$15.8K0.01%00.0%Unchanged
Toth Financial Advisory Corp100$16.0K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC102$16.0K0.00%+1+1.0%Added
FinTrust Capital Advisors, LLC100$16.0K0.00%00.0%Unchanged
DB Wealth Management Group, LLC100$16.0K0.01%00.0%Unchanged
Old North State Trust, LLC102$16.0K0.01%+102New
Simon Quick Advisors, LLC104$17.0K0.00%−126−54.8%Reduced
Highlander Capital Management, LLC109$17.0K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.109$17.0K0.00%+1+0.9%Added
Patriot Financial Group Insurance Agency, LLC108$17.0K0.00%+22+25.6%Added
Dark Forest Capital Management LP111$18.0K0.01%−256−69.8%Reduced
Hudock, Inc.118$18.0K0.01%00.0%Unchanged
Key Financial Inc114$18.0K0.01%00.0%Unchanged
CoreFirst Bank & Trust110$18.0K0.01%00.0%Unchanged
Norway Savings Bank120$19.0K0.01%00.0%Unchanged
Paloma Partners Management Co118$19.0K0.00%+118New
West Paces Advisors Inc.121$19.3K0.01%00.0%Unchanged
Winch Advisory Services, LLC125$20.0K0.01%+2+1.6%Added
Concorde Financial Corp121$20.0K0.01%+121New
McCarthy Asset Management, Inc.133$21.0K0.01%−14−9.5%Reduced
Edge Wealth Management LLC129$21.0K0.00%00.0%Unchanged
Horan Securities, Inc.131$21.0K0.01%+131New
Clean Yield Group146$23.0K0.01%−146−50.0%Reduced
Column Capital Advisors, LLC142$23.0K0.00%+2+1.4%Added
Amplius Wealth Advisors, LLC150$23.0K0.00%+150New
Lee Financial Co149$24.0K0.00%00.0%Unchanged
Hillsdale Investment Management Inc.150$24.0K0.00%+150New
Disciplined Investments, LLC153$24.0K0.01%+153New
Adirondack Trust Co156$25.0K0.01%00.0%Unchanged
Private Ocean, LLC159$25.0K0.00%00.0%Unchanged
Atwood & Palmer Inc155$25.0K0.00%00.0%Unchanged
FourThought Financial, LLC155$25.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.164$26.0K0.00%00.0%Unchanged
Earnest Partners LLC178$28.0K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.177$28.0K0.00%00.0%Unchanged
Tarbox Family Office, Inc.174$28.0K0.00%+34+24.3%Added
EverSource Wealth Advisors, LLC191$30.0K0.01%+191New
Hexagon Capital Partners LLC203$32.0K0.01%+1+0.5%Added
Valley National Advisers Inc225$36.0K0.01%00.0%Unchanged
Equitec Proprietary Markets, LLC228$36.0K0.02%+228New
Brown Brothers Harriman & Co236$38.0K0.00%−137−36.7%Reduced
Tyler-Stone Wealth Management238$38.0K0.02%+238New
First Manhattan Co250$39.0K0.00%00.0%Unchanged
Vectors Research Management, LLC265$42.0K0.01%+265New