Skip to main content
Livermore
Livermore
ZHEN

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, 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
First Dallas Securities Inc.2,200$351.0K0.23%00.0%Unchanged
Schulhoff & Co Inc2,200$351.0K0.14%00.0%Unchanged
Cladis Investment Advisory, LLC2,200$351.5K0.28%+2,200New
Edmp, Inc.2,212$353.0K0.35%+79+3.7%Added
Rockland Trust Co2,216$354.0K0.02%+20+0.9%Added
Atlas Capital Advisors LLC2,218$354.4K0.05%+1,034+87.3%Added
Brown Advisory Inc2,226$356.0K0.00%+69+3.2%Added
Engine No. 1 LLC2,249$359.0K0.07%+475+26.8%Added
KMG Fiduciary Partners, LLC2,251$360.0K0.06%+198+9.6%Added
Boston Family Office LLC2,252$360.0K0.02%+328+17.0%Added
Proficio Capital Partners LLC2,261$361.0K0.05%−37−1.6%Reduced
Schechter Investment Advisors, LLC2,278$364.0K0.03%+2,278New
Mirador Capital Partners LP2,311$369.0K0.08%+669+40.7%Added
Versor Investments LP2,309$369.0K0.01%+2,309New
Godshalk Welsh Capital Management, Inc.2,325$371.0K0.21%00.0%Unchanged
Signature Wealth Management Partners, LLC2,341$374.0K0.32%+200+9.3%Added
Buckingham Strategic Wealth, LLC2,355$376.0K0.01%−126−5.1%Reduced
Accuvest Global Advisors2,362$377.0K0.17%+2,362New
Assenagon Asset Management S.A.2,375$379.0K0.00%−228−8.8%Reduced
Checchi Capital Advisers, LLC2,395$383.0K0.04%+63+2.7%Added
Orion Portfolio Solutions, LLC2,406$384.0K0.01%+68+2.9%Added
M&G Investment Management Ltd2,405$385.0K0.00%−92,787−97.5%Reduced
First National Bank Sioux Falls2,415$386.0K0.41%00.0%Unchanged
RMR Wealth Builders2,436$389.0K0.11%−1,286−34.6%Reduced
Livforsakringsbolaget Skandia, Omsesidigt2,444$390.0K0.02%−1,600−39.6%Reduced
Strategic Wealth Designers2,465$394.0K0.10%+65+2.7%Added
Ninepoint Partners LP2,476$396.0K0.15%+221+9.8%Added
Coastline Trust Co2,500$399.0K0.05%00.0%Unchanged
Financial Sense Advisors, Inc.2,500$399.0K0.14%00.0%Unchanged
Merrion Investment Management Co, LLC2,500$399.0K0.29%+500+25.0%Added
Gabelli Funds LLC2,500$399.0K0.00%+2,500New
EPG Wealth Management LLC2,514$402.0K0.14%+2,514New
Pinnacle Associates Ltd2,522$403.0K0.01%−6−0.2%Reduced
Flower City Capital2,536$405.0K0.39%+2,536New
Renaissance Group LLC2,557$409.0K0.02%00.0%Unchanged
Gamco Investors, Inc. Et Al2,558$409.0K0.00%+453+21.5%Added
Quadrant Capital Group LLC2,577$412.0K0.05%+31+1.2%Added
Stratos Wealth Advisors, LLC2,579$412.0K0.03%+236+10.1%Added
MBB Public Markets I LLC2,594$414.0K0.01%+2,594New
Alpha Omega Wealth Management LLC2,568$419.0K0.06%−1,198−31.8%Reduced
J2 Capital Management Inc2,629$420.0K0.40%+2,629New
Horizon Investments, LLC2,644$422.0K0.01%−2,595−49.5%Reduced
Savant Capital, LLC2,652$424.0K0.01%+360+15.7%Added
TD Private Client Wealth LLC2,654$424.0K0.02%−127−4.6%Reduced
Intrust Bank NA2,660$425.0K0.05%−56−2.1%Reduced
Two Sigma Securities, LLC2,678$428.0K0.08%+2,678New
Umb Bank N A2,687$429.0K0.01%+463+20.8%Added
IFG Advisory, LLC2,707$432.0K0.04%00.0%Unchanged
J. Goldman & Co LP2,708$433.0K0.04%+2,708New
Jackson Square Capital, LLC2,728$436.0K0.13%00.0%Unchanged
Shelton Capital Management2,735$437.0K0.02%+110+4.2%Added
Lafayette Investments, Inc.2,750$439.0K0.11%00.0%Unchanged
Asset Management Resources, LLC2,771$443.0K0.39%+2,771New
Dorsey Wright & Associates2,782$444.0K0.09%−10−0.4%Reduced
Market Street Wealth Management Advisors LLC2,823$451.0K0.15%+193+7.3%Added
Clarius Group, LLC2,862$457.0K0.04%+93+3.4%Added
Prospera Financial Services Inc2,874$458.0K0.02%−231−7.4%Reduced
Metis Global Partners, LLC2,868$458.0K0.13%+2,868New
Ci Investments Inc.2,874$459.0K0.00%+2,834+7,085.0%Added
CAPROCK Group, Inc.2,888$461.0K0.04%+1,001+53.0%Added
Stevens Capital Management LP2,898$463.0K0.11%+2,898New
Sofos Investments, Inc.1,600$467.0K0.04%+1,597+53,233.3%Added
Newbridge Financial Services Group, Inc.2,926$468.0K0.22%+196+7.2%Added
Moody Lynn & Lieberson, LLC2,934$469.0K0.03%+434+17.4%Added
Arkadios Wealth Advisors2,993$478.0K0.06%−326−9.8%Reduced
Westover Capital Advisors, LLC3,000$479.0K0.14%00.0%Unchanged
Bokf, NA3,006$480.0K0.01%+103+3.5%Added
Sentry Investment Management LLC3,004$480.0K0.13%+172+6.1%Added
Founders Capital Management3,020$483.0K0.31%00.0%Unchanged
Sage Investment Advisers LLC3,060$489.0K0.63%+3,060New
Trust Co of Vermont3,082$492.0K0.03%00.0%Unchanged
Alta Wealth Advisors LLC3,079$492.0K0.30%+375+13.9%Added
Cohen Klingenstein LLC3,100$495.0K0.02%00.0%Unchanged
Bradley Foster & Sargent Inc3,101$495.0K0.01%+200+6.9%Added
Manchester Capital Management LLC3,117$498.0K0.07%+10+0.3%Added
Penserra Capital Management LLC3,141$501.0K0.01%+1,157+58.3%Added
Salem Investment Counselors Inc3,150$503.0K0.02%00.0%Unchanged
J.W. Cole Advisors, Inc.3,171$507.0K0.03%−683−17.7%Reduced
Twin Capital Management Inc3,185$509.0K0.05%+3,185New
Coco Enterprises, LLC3,202$512.0K0.40%+2+0.1%Added
Reuter James Wealth Management, LLC3,225$515.0K0.20%+3,225New
MSH Capital Advisors LLC3,230$516.0K0.23%+3,230New
Silvercrest Asset Management Group LLC3,250$519.0K0.00%00.0%Unchanged
Meristem Family Wealth, LLC3,247$519.0K0.04%+287+9.7%Added
Rothschild Investment Corp3,248$519.0K0.04%+625+23.8%Added
Kirr Marbach & Co LLC3,260$521.0K0.14%−550−14.4%Reduced
Lederer & Associates Investment Counsel3,267$522.0K0.30%+686+26.6%Added
Supplemental Annuity Collective Trust of NJ3,300$527.0K0.16%00.0%Unchanged
AllSquare Wealth Management LLC3,325$531.0K0.31%−100−2.9%Reduced
Invst, LLC3,966$532.0K0.08%+1,002+33.8%Added
Element Pointe Advisors, LLC3,333$533.0K0.16%−1,667−33.3%Reduced
Stock Yards Bank & Trust Co3,342$534.0K0.03%+3,342New
Gateway Investment Advisers LLC3,360$537.0K0.01%−98,119−96.7%Reduced
Cornerstone Advisory, LLC3,361$537.0K0.08%−1,387−29.2%Reduced
Optimum Investment Advisors3,378$540.0K0.21%00.0%Unchanged
Ghe, LLC3,385$541.0K0.42%+3,385New
Marietta Investment Partners LLC3,400$543.0K0.11%00.0%Unchanged
Joel Isaacson & Co., LLC3,396$543.0K0.04%00.0%Unchanged
Camelot Portfolios, LLC3,407$544.0K0.22%+799+30.6%Added
Siemens Fonds Invest GmbH3,419$547.0K0.04%−1,216−26.2%Reduced