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 |
|---|---|---|---|---|---|
| First National Bank | 1,470 | $235.0K | 0.20% | +1,470 | New |
| Ziegler Capital Management, LLC | 1,473 | $235.0K | 0.01% | +1,473 | New |
| Mission Wealth Management, LP | 1,478 | $236.0K | 0.01% | −1,354−47.8% | Reduced |
| Claro Advisors LLC | 1,475 | $236.0K | 0.08% | +1,475 | New |
| IPG Investment Advisors LLC | 1,480 | $237.0K | 0.04% | +1,480 | New |
| IFP Advisors, Inc | 1,474 | $238.0K | 0.00% | −379−20.5% | Reduced |
| Comerica Securities,inc. | 1,492 | $238.0K | 0.02% | +1,492 | New |
| Graham Capital Management, L.P. | 1,492 | $238.0K | 0.01% | +1,492 | New |
| Howard Capital Management Group, LLC | 1,490 | $238.0K | 0.02% | +1,490 | New |
| CWM, LLC | 1,495 | $239.0K | 0.00% | +1,495 | New |
| Excalibur Management Corp | 1,502 | $240.0K | 0.10% | −1,564−51.0% | Reduced |
| Sunbelt Securities, Inc. | 1,692 | $240.0K | 0.04% | −224−11.7% | Reduced |
| S. R. Schill & Associates | 1,500 | $240.0K | 0.10% | +1,500 | New |
| One Wealth Advisors, LLC | 1,516 | $242.0K | 0.06% | +1,516 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,516 | $242.0K | 0.05% | +1,516 | New |
| Group One Trading, L.P. | 1,529 | $244.0K | 0.00% | −21,793−93.4% | Reduced |
| Hutchinson Capital Management | 1,539 | $246.0K | 0.05% | −185−10.7% | Reduced |
| Burleson & Company, LLC | 1,541 | $246.0K | 0.04% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 1,538 | $246.0K | 0.18% | +1,538 | New |
| Good Life Advisors, LLC | 1,563 | $250.0K | 0.03% | −135−8.0% | Reduced |
| Kaizen Financial Strategies | 1,573 | $251.0K | 0.19% | +12+0.8% | Added |
| Financial Advisory Corp | 1,576 | $252.0K | 0.12% | +3+0.2% | Added |
| HB Wealth Management, LLC | 1,595 | $255.0K | 0.01% | +1,595 | New |
| Dividend Assets Capital, LLC | 1,600 | $256.0K | 0.05% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,606 | $257.0K | 0.05% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 1,608 | $257.0K | 0.10% | +1,608 | New |
| Harbour Capital Advisors, LLC | 1,620 | $259.0K | 0.06% | +1,620 | New |
| Hancock Whitney Investment Services Inc. | 1,640 | $260.0K | 0.05% | +1,640 | New |
| DRW Securities, LLC | 1,632 | $261.0K | 0.02% | −844−34.1% | Reduced |
| Novare Capital Management LLC | 1,658 | $265.0K | 0.03% | −663−28.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,659 | $265.0K | 0.02% | +1,659 | New |
| Hodges Capital Management Inc. | 1,668 | $266.0K | 0.02% | +1,668 | New |
| International Assets Investment Management, LLC | 1,670 | $267.0K | 0.05% | +63+3.9% | Added |
| Ford Financial Group, LLC | 1,690 | $270.0K | 0.09% | +70+4.3% | Added |
| Benchmark Investment Advisors LLC | 1,700 | $272.0K | 0.22% | +1,700 | New |
| Vicus Capital | 1,841 | $273.0K | 0.03% | −445−19.5% | Reduced |
| Sloy Dahl & Holst, LLC | 2,139 | $278.0K | 0.06% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,743 | $278.0K | 0.03% | −75−4.1% | Reduced |
| Washington Trust Bank | 1,740 | $278.0K | 0.03% | 00.0% | Unchanged |
| Guardian Capital LP | 1,745 | $279.0K | 0.01% | +1,745 | New |
| Secure Asset Management, LLC | 1,753 | $280.0K | 0.11% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,752 | $280.0K | 0.01% | +1,752 | New |
| Wakefield Asset Management LLLP | 1,765 | $282.0K | 0.10% | +1,765 | New |
| Geneos Wealth Management Inc. | 1,780 | $284.0K | 0.01% | −373−17.3% | Reduced |
| Ballentine Partners, LLC | 1,775 | $284.0K | 0.01% | +51+3.0% | Added |
| Cabot Wealth Management Inc | 1,795 | $287.0K | 0.04% | −50−2.7% | Reduced |
| Davenport & Co LLC | 1,805 | $288.0K | 0.00% | −1,900−51.3% | Reduced |
| Warther Private Wealth, LLC | 1,796 | $288.0K | 0.21% | +72+4.2% | Added |
| Clearwater Capital Advisors, LLC | 1,800 | $288.0K | 0.03% | +1,800 | New |
| Liberty One Investment Management, LLC | 1,809 | $289.0K | 0.04% | −1,691−48.3% | Reduced |
| Prudent Man Advisors, LLC | 1,806 | $289.0K | 0.11% | −393−17.9% | Reduced |
| Modera Wealth Management, LLC | 1,810 | $289.0K | 0.01% | +1,810 | New |
| Harvest Investment Services, LLC | 1,840 | $293.0K | 0.12% | −9−0.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,854 | $296.0K | 0.06% | +5+0.3% | Added |
| Griffin Asset Management, Inc. | 1,850 | $296.0K | 0.04% | +1,850 | New |
| Carnegie Capital Asset Management, LLC | 1,864 | $298.0K | 0.01% | −1,130−37.7% | Reduced |
| People's United Financial, Inc. | 1,863 | $298.0K | 0.01% | +1,863 | New |
| AIA Group Ltd | 1,872 | $299.0K | 0.01% | −7,321−79.6% | Reduced |
| Waddell & Associates, LLC | 1,872 | $299.0K | 0.05% | +30+1.6% | Added |
| UBP Investment Advisors SA | 1,900 | $300.0K | 0.11% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 1,879 | $300.0K | 0.13% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 1,880 | $300.0K | 0.10% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,882 | $300.7K | 0.21% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,883 | $301.0K | 0.03% | +1,883 | New |
| NBT Bank N A | 1,900 | $304.0K | 0.04% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 1,900 | $304.0K | 0.09% | 00.0% | Unchanged |
| Investors Research Corp | 1,914 | $306.0K | 0.09% | −250−11.6% | Reduced |
| Integrated Advisors Network LLC | 1,923 | $307.0K | 0.02% | +217+12.7% | Added |
| Affinity Wealth Management LLC | 2,038 | $309.0K | 0.06% | −13−0.6% | Reduced |
| Braun-Bostich & Associates Inc. | 2,038 | $309.0K | 0.07% | +2,038 | New |
| Patten Group, Inc. | 1,940 | $310.0K | 0.08% | +35+1.8% | Added |
| Regent Peak Wealth Advisors LLC | 1,946 | $311.0K | 0.08% | +4+0.2% | Added |
| First Horizon Advisors, Inc. | 1,950 | $312.0K | 0.01% | −18−0.9% | Reduced |
| KB Financial Partners, LLC | 1,955 | $312.0K | 0.09% | +1,955 | New |
| Paradigm Financial Partners, LLC | 1,963 | $314.0K | 0.07% | +11+0.6% | Added |
| Mutual Advisors, LLC | 1,978 | $316.0K | 0.02% | +67+3.5% | Added |
| American National Insurance Co | 1,986 | $317.0K | 0.07% | −8,260−80.6% | Reduced |
| Kore Private Wealth LLC | 1,982 | $317.0K | 0.04% | −1,280−39.2% | Reduced |
| Coastal Bridge Advisors, LLC | 1,988 | $317.0K | 0.07% | +1,988 | New |
| Laidlaw Wealth Management LLC | 1,982 | $317.0K | 0.05% | +1,982 | New |
| Tobam | 2,001 | $320.0K | 0.01% | −3,602−64.3% | Reduced |
| Rehmann Capital Advisory Group | 2,013 | $321.7K | 0.03% | +40+2.0% | Added |
| CIBC Private Wealth Group, LLC | 2,024 | $323.0K | 0.00% | +2,024 | New |
| Sequoia Financial Advisors, LLC | 2,039 | $326.0K | 0.01% | +2,039 | New |
| Crescent Grove Advisors, LLC | 2,040 | $326.0K | 0.03% | +2,040 | New |
| Dorsey & Whitney Trust CO LLC | 2,070 | $327.0K | 0.03% | +393+23.4% | Added |
| Kercheville Advisors, LLC | 2,050 | $328.0K | 0.14% | +2,050 | New |
| Change Path, LLC | 2,062 | $329.0K | 0.02% | +378+22.4% | Added |
| Focused Wealth Management, Inc | 2,066 | $330.0K | 0.05% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,068 | $330.0K | 0.00% | +2,068 | New |
| SkyView Investment Advisors, LLC | 11,823 | $332.0K | 0.07% | +11,823 | New |
| Congress Wealth Management LLC | 2,097 | $335.0K | 0.01% | +2,097 | New |
| First Affirmative Financial Network | 2,117 | $338.0K | 0.31% | +132+6.6% | Added |
| Whalerock Point Partners, LLC | 2,119 | $338.6K | 0.12% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 2,123 | $339.0K | 0.07% | +84+4.1% | Added |
| Stiles Financial Services Inc | 2,136 | $341.0K | 0.16% | +2,136 | New |
| Arete Wealth Advisors, LLC | 2,143 | $343.0K | 0.03% | +286+15.4% | Added |
| Convergence Investment Partners, LLC | 2,176 | $348.0K | 0.18% | +583+36.6% | Added |
| Evoke Wealth, LLC | 2,184 | $349.0K | 0.01% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,190 | $350.0K | 0.04% | +2,190 | New |