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.
| 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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 3,431 | $548.0K | 0.02% | +240+7.5% | Added |
| TTP Investments, Inc. | 3,438 | $549.0K | 0.41% | +3,438 | New |
| Spire Wealth Management | 3,443 | $550.0K | 0.01% | +1,380+66.9% | Added |
| CWM Advisors, LLC | 3,452 | $552.0K | 0.06% | −53−1.5% | Reduced |
| Avantax Advisory Services, Inc. | 3,456 | $552.0K | 0.01% | +274+8.6% | Added |
| NuWave Investment Management, LLC | 3,458 | $552.0K | 0.63% | +1,095+46.3% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 4,169 | $554.0K | 0.35% | +4,169 | New |
| Boston Private Wealth LLC | 3,475 | $555.0K | 0.01% | −6,239−64.2% | Reduced |
| Eqis Capital Management, Inc. | 3,515 | $562.0K | 0.04% | −676−16.1% | Reduced |
| Cullen Capital Management LLC | 3,530 | $564.0K | 0.01% | −554−13.6% | Reduced |
| Stonnington Group, LLC | 3,500 | $566.0K | 0.12% | +400+12.9% | Added |
| Gilman Hill Asset Management, LLC | 3,547 | $567.0K | 0.13% | +492+16.1% | Added |
| Interchange Capital Partners, LLC | 3,560 | $568.0K | 0.57% | +3,560 | New |
| Octavia Wealth Advisors, LLC | 3,570 | $570.0K | 0.12% | +32+0.9% | Added |
| Synovus Financial Corp | 3,569 | $570.0K | 0.01% | +525+17.2% | Added |
| Ninety One SA (PTY) Ltd | 3,571 | $572.0K | 0.17% | 00.0% | Unchanged |
| MAI Capital Management | 3,589 | $573.0K | 0.01% | −158−4.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3,610 | $576.8K | 0.29% | +3,610 | New |
| HighTower Trust Services, LTA | 3,619 | $578.0K | 0.06% | +3,619 | New |
| Level Four Advisory Services, LLC | 3,632 | $580.0K | 0.04% | +674+22.8% | Added |
| Tokio Marine Asset Management Co Ltd | 3,642 | $582.0K | 0.05% | +249+7.3% | Added |
| Mogy Joel R Investment Counsel Inc | 3,650 | $583.0K | 0.04% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 3,666 | $586.0K | 0.04% | 00.0% | Unchanged |
| Conning Inc. | 3,671 | $587.0K | 0.02% | −295−7.4% | Reduced |
| Blueprint Investment Partners LLC | 3,676 | $587.3K | 0.14% | +465+14.5% | Added |
| Personal Cfo Solutions, LLC | 3,690 | $590.0K | 0.11% | −45−1.2% | Reduced |
| FORA Capital, LLC | 3,701 | $591.0K | 0.23% | −2,470−40.0% | Reduced |
| Oak Grove Capital LLC | 3,700 | $591.0K | 0.12% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 3,697 | $591.0K | 0.09% | +3,697 | New |
| Miracle Mile Advisors, LLC | 3,712 | $593.0K | 0.02% | +200+5.7% | Added |
| RS Crum Inc. | 3,709 | $593.0K | 0.33% | +3,709 | New |
| XTX Topco Ltd | 3,712 | $593.0K | 0.34% | +3,712 | New |
| Laurel Wealth Advisors, Inc. | 3,735 | $597.0K | 0.05% | +552+17.3% | Added |
| Raymond James Trust N.A. | 3,767 | $601.0K | 0.02% | −140−3.6% | Reduced |
| Gateway Advisory, LLC | 3,790 | $606.0K | 0.13% | +34+0.9% | Added |
| Coldstream Capital Management Inc | 3,799 | $607.0K | 0.02% | +3,799 | New |
| Capasso Planning Partners LLC | 3,800 | $607.0K | 0.44% | +3,800 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,820 | $611.4K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 3,836 | $613.0K | 0.02% | −3,425−47.2% | Reduced |
| TBH Global Asset Management, LLC | 3,870 | $618.0K | 0.13% | +500+14.8% | Added |
| Belpointe Asset Management LLC | 3,905 | $624.0K | 0.04% | −76−1.9% | Reduced |
| CoreCap Advisors, LLC | 3,912 | $625.0K | 0.04% | +3,912 | New |
| Heartland Bank & Trust Co | 3,957 | $632.0K | 0.47% | −50−1.2% | Reduced |
| Dearborn Partners LLC | 3,962 | $633.0K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 3,991 | $638.0K | 0.32% | +1,716+75.4% | Added |
| EJF Capital LLC | 4,000 | $639.0K | 0.06% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 4,007 | $640.0K | 0.02% | −5,123−56.1% | Reduced |
| Highland Capital Management, LLC | 4,028 | $644.0K | 0.04% | +1,000+33.0% | Added |
| Creative Financial Designs Inc | 4,036 | $645.0K | 0.10% | −103−2.5% | Reduced |
| Cerity Partners LLC | 4,034 | $645.0K | 0.01% | +4,034 | New |
| Illinois Municipal Retirement Fund | 4,045 | $646.0K | 0.02% | 00.0% | Unchanged |
| American Investment Services, Inc. | 4,041 | $646.0K | 0.14% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,122 | $659.0K | 0.12% | +4+0.1% | Added |
| Intrua Financial, LLC | 4,138 | $661.0K | 0.12% | −385−8.5% | Reduced |
| Signaturefd, LLC | 4,164 | $665.0K | 0.02% | +158+3.9% | Added |
| Park Avenue Securities LLC | 4,189 | $669.0K | 0.01% | +526+14.4% | Added |
| Wintrust Investments LLC | 4,193 | $670.0K | 0.06% | −300−6.7% | Reduced |
| Nomura Holdings Inc | 4,272 | $683.0K | 0.00% | −9,832−69.7% | Reduced |
| Ameritas Investment Partners, Inc. | 4,308 | $688.0K | 0.02% | −238−5.2% | Reduced |
| Baldwin Investment Management, LLC | 4,350 | $695.0K | 0.18% | +4,350 | New |
| Virtu Financial LLC | 4,362 | $697.0K | 0.07% | −288−6.2% | Reduced |
| All Season Financial Advisors, Inc. | 4,396 | $702.0K | 0.49% | −659−13.0% | Reduced |
| Brinker Capital Investments, LLC | 4,394 | $702.0K | 0.01% | +2,232+103.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,416 | $706.0K | 0.00% | +4,416 | New |
| Augustine Asset Management Inc | 4,424 | $707.0K | 0.35% | −10−0.2% | Reduced |
| Trust Co | 4,434 | $708.0K | 0.17% | −332−7.0% | Reduced |
| Stratos Wealth Partners, LTD. | 4,435 | $709.0K | 0.02% | +630+16.6% | Added |
| Compagnie Lombard Odier SCmA | 4,463 | $713.0K | 0.01% | 00.0% | Unchanged |
| Element Wealth, LLC | 4,476 | $715.0K | 0.54% | +29+0.7% | Added |
| Sawtooth Solutions, LLC | 4,514 | $722.0K | 0.08% | +2,407+114.2% | Added |
| Glenmede Trust Co NA | 4,534 | $723.0K | 0.00% | +360+8.6% | Added |
| Retirement Planning Co of New England, Inc. | 4,642 | $741.0K | 0.36% | +4,642 | New |
| Wexford Capital LP | 4,655 | $744.0K | 0.08% | +4,655 | New |
| Mystic Asset Management, Inc. | 4,662 | $744.0K | 0.35% | +4,662 | New |
| Moors & Cabot, Inc. | 4,713 | $753.0K | 0.05% | +1,469+45.3% | Added |
| NEIRG Wealth Management, LLC | 4,753 | $759.0K | 0.15% | +4,753 | New |
| Cetera Advisor Networks LLC | 4,757 | $760.0K | 0.01% | +2,282+92.2% | Added |
| Ascent Group, LLC | 5,171 | $760.0K | 0.10% | +5,171 | New |
| First National Bank of Omaha | 4,810 | $768.0K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,821 | $770.0K | 0.10% | +3,422+244.6% | Added |
| Wedbush Securities Inc | 4,829 | $771.0K | 0.03% | −160−3.2% | Reduced |
| Ritholtz Wealth Management | 4,832 | $772.0K | 0.05% | +1,447+42.7% | Added |
| Capital Investment Advisors, LLC | 4,850 | $775.0K | 0.02% | −3,670−43.1% | Reduced |
| Keybank National Association | 4,865 | $777.0K | 0.00% | −931−16.1% | Reduced |
| Pitcairn Co | 4,862 | $777.0K | 0.05% | +468+10.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,894 | $782.0K | 0.50% | +4,894 | New |
| Quadrature Capital Ltd | 4,907 | $784.0K | 0.04% | +4,907 | New |
| Marino, Stram & Associates LLC | 4,912 | $785.0K | 0.24% | +322+7.0% | Added |
| FDx Advisors, Inc. | 4,929 | $788.0K | 0.02% | −131−2.6% | Reduced |
| Abeille Asset Management SA | 4,955 | $792.0K | 0.18% | +4,955 | New |
| American Assets Inc | 5,000 | $799.0K | 0.23% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 5,058 | $808.0K | 0.02% | −3,343−39.8% | Reduced |
| Legacy Capital Partners, Inc. | 5,085 | $812.0K | 0.26% | +915+21.9% | Added |
| NewSquare Capital LLC | 5,156 | $824.0K | 0.09% | +5,156 | New |
| Veriti Management LLC | 5,167 | $826.0K | 0.11% | −1,778−25.6% | Reduced |
| MidWestOne Financial Group, Inc. | 5,170 | $826.0K | 0.17% | +685+15.3% | Added |
| American Portfolios Advisors | 5,299 | $846.6K | 0.03% | +790+17.5% | Added |
| Worth Venture Partners, LLC | 5,300 | $847.0K | 0.42% | −300−5.4% | Reduced |
| DCM Advisors, LLC | 5,312 | $849.0K | 0.25% | +35+0.7% | Added |
| IBM Retirement Fund | 5,429 | $867.0K | 0.11% | −3,806−41.2% | Reduced |