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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arlington Partners LLC | 276 | $44.0K | 0.01% | +276 | New |
| Alpha Paradigm Partners, LLC | 295 | $47.0K | 0.02% | −1,837−86.2% | Reduced |
| Zions Bancorporation, N.A. | 296 | $47.0K | 0.00% | −429−59.2% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 300 | $48.0K | 0.03% | −56−15.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 300 | $48.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 301 | $48.0K | 0.00% | +301 | New |
| Baystate Wealth Management LLC | 311 | $50.0K | 0.00% | +3+1.0% | Added |
| Glassman Wealth Services | 310 | $50.0K | 0.01% | +12+4.0% | Added |
| AlphaMark Advisors, LLC | 315 | $50.0K | 0.02% | +150+90.9% | Added |
| Anchor Investment Management, LLC | 325 | $51.9K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 329 | $53.0K | 0.01% | +329 | New |
| American National Bank | 341 | $54.0K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 336 | $54.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 335 | $54.0K | 0.01% | +15+4.7% | Added |
| Duncker Streett & Co Inc | 347 | $55.0K | 0.01% | +4+1.2% | Added |
| Carolinas Wealth Consulting LLC | 360 | $57.0K | 0.01% | +27+8.1% | Added |
| Industrial Alliance Investment Management Inc. | 384 | $61.0K | 0.00% | +384 | New |
| MV Capital Management, Inc. | 402 | $64.0K | 0.01% | +11+2.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 412 | $66.0K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 425 | $68.0K | 0.00% | −208−32.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 427 | $68.0K | 0.01% | −122−22.2% | Reduced |
| Webster Bank, N. A. | 429 | $68.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 465 | $74.0K | 0.05% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 489 | $78.0K | 0.04% | +489 | New |
| Delta Asset Management LLC | 510 | $81.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 507 | $81.0K | 0.05% | +4+0.8% | Added |
| Wagner Wealth Management, LLC | 514 | $82.0K | 0.06% | +50+10.8% | Added |
| Assetmark, Inc | 527 | $84.0K | 0.00% | +127+31.8% | Added |
| CVA Family Office, LLC | 525 | $84.0K | 0.02% | +525 | New |
| Harbour Investments, Inc. | 546 | $87.0K | 0.01% | −802−59.5% | Reduced |
| Parkside Financial Bank & Trust | 545 | $87.0K | 0.02% | +10+1.9% | Added |
| Proequities, Inc. | 552 | $88.0K | 0.01% | +4+0.7% | Added |
| Howe & Rusling Inc | 565 | $90.0K | 0.01% | +14+2.5% | Added |
| Smithfield Trust Co | 571 | $91.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 569 | $91.0K | 0.00% | +134+30.8% | Added |
| Exane Derivatives | 571 | $91.2K | 0.02% | −486−46.0% | Reduced |
| Silvant Capital Management LLC | 591 | $94.0K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 595 | $95.0K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 600 | $96.0K | 0.01% | +150+33.3% | Added |
| Jones Financial Companies LLLP | 662 | $106.0K | 0.00% | +62+10.3% | Added |
| Farmers & Merchants Investments Inc | 682 | $109.0K | 0.00% | −160−19.0% | Reduced |
| Ellevest, Inc. | 690 | $110.0K | 0.01% | +5+0.7% | Added |
| Capital Analysts, LLC | 705 | $113.0K | 0.01% | +140+24.8% | Added |
| Private Capital Group, LLC | 752 | $120.0K | 0.03% | −61−7.5% | Reduced |
| Covington Capital Management | 763 | $122.0K | 0.00% | +318+71.5% | Added |
| Hoey Investments, Inc | 775 | $124.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 783 | $125.0K | 0.03% | +446+132.3% | Added |
| Front Row Advisors LLC | 800 | $128.0K | 0.05% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 808 | $129.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 825 | $132.0K | 0.00% | +10+1.2% | Added |
| Kozak & Associates, Inc. | 1,015 | $135.0K | 0.09% | +1+0.1% | Added |
| Motco | 847 | $135.0K | 0.01% | −59−6.5% | Reduced |
| Covestor Ltd | 843 | $135.0K | 0.19% | +843 | New |
| North Star Investment Management Corp. | 930 | $149.0K | 0.01% | +830+830.0% | Added |
| Rosenberg Matthew Hamilton | 985 | $157.0K | 0.06% | +123+14.3% | Added |
| Vestor Capital, LLC | 1,000 | $160.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,000 | $160.0K | 0.05% | 00.0% | Unchanged |
| Activest Wealth Management | 1,005 | $161.0K | 0.10% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 1,045 | $167.0K | 0.04% | +1,045 | New |
| Desjardins Global Asset Management Inc. | 1,051 | $167.0K | 0.01% | +1,051 | New |
| Koshinski Asset Management, Inc. | 1,089 | $174.0K | 0.01% | +870+397.3% | Added |
| State of Wyoming | 1,185 | $189.0K | 0.09% | +218+22.5% | Added |
| Stelac Advisory Services LLC | 1,208 | $193.0K | 0.05% | −4,340−78.2% | Reduced |
| Cambridge Trust Co | 1,210 | $193.0K | 0.01% | +1,210 | New |
| Longfellow Investment Management Co LLC | 1,261 | $202.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,266 | $202.0K | 0.03% | +543+75.1% | Added |
| Chelsea Counsel Co | 1,263 | $202.0K | 0.09% | +1,263 | New |
| Greenwich Wealth Management LLC | 1,264 | $202.0K | 0.02% | +1,264 | New |
| Benjamin F. Edwards & Company, Inc. | 1,269 | $203.0K | 0.01% | +896+240.2% | Added |
| TAP Consulting, LLC | 1,270 | $203.0K | 0.05% | +1,270 | New |
| Regions Financial Corp | 1,282 | $204.0K | 0.00% | +1,282 | New |
| Firestone Capital Management | 1,280 | $205.0K | 0.06% | 00.0% | Unchanged |
| Cypress Capital Group | 1,286 | $205.0K | 0.03% | +1,286 | New |
| XR Securities LLC | 1,290 | $206.0K | 0.02% | +1,290 | New |
| West Family Investments, Inc. | 1,289 | $206.0K | 0.06% | +1,289 | New |
| Leonteq Securities AG | 1,300 | $207.7K | 0.01% | −3,529−73.1% | Reduced |
| GFG Capital, LLC | 1,308 | $209.0K | 0.06% | +1,308 | New |
| Clientfirst Wealth Management, LLC | 1,593 | $209.0K | 0.19% | +1,593 | New |
| Chilton Capital Management LLC | 1,324 | $212.0K | 0.01% | +1,324 | New |
| Connecticut Wealth Management, LLC | 1,326 | $212.0K | 0.02% | +1,326 | New |
| NCM Capital Management, LLC | 1,328 | $212.0K | 0.19% | +1,328 | New |
| JB Capital LLC | 1,339 | $214.0K | 0.02% | +1,339 | New |
| BKD Wealth Advisors, LLC | 1,346 | $215.0K | 0.01% | +1,346 | New |
| Trinity Legacy Partners, LLC | 1,349 | $216.0K | 0.07% | +1,349 | New |
| Brave Asset Management Inc | 1,358 | $217.0K | 0.06% | +1,358 | New |
| Sage Mountain Advisors LLC | 1,358 | $217.0K | 0.03% | +1,358 | New |
| Mather Group, LLC. | 1,362 | $218.0K | 0.00% | +1,362 | New |
| Moneta Group Investment Advisors LLC | 1,371 | $219.0K | 0.01% | +1,371 | New |
| Apollon Wealth Management, LLC | 1,372 | $219.0K | 0.02% | +1,372 | New |
| Autumn Glory Partners, LLC | 1,375 | $220.0K | 0.09% | +1,375 | New |
| Logan Capital Management Inc | 1,380 | $221.0K | 0.01% | +1,271+1,166.1% | Added |
| Wealthspire Advisors, LLC | 1,385 | $221.0K | 0.00% | +1,385 | New |
| Coastal Investment Advisors, Inc. | 1,388 | $222.0K | 0.05% | +1,388 | New |
| C2C Wealth Management, LLC | 1,407 | $225.0K | 0.03% | +1,407 | New |
| Virtue Capital Management, LLC | 1,417 | $226.0K | 0.03% | +1,417 | New |
| Regentatlantic Capital LLC | 1,439 | $230.0K | 0.01% | +1,439 | New |
| Cherry Creek Investment Advisors, Inc. | 1,444 | $231.0K | 0.14% | +1,444 | New |
| Washington Trust Co | 1,459 | $233.0K | 0.01% | +4+0.3% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,467 | $234.0K | 0.08% | +1,467 | New |
| Independent Solutions Wealth Management, LLC | 1,468 | $234.5K | 0.06% | +1,468 | New |