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 |
|---|---|---|---|---|---|
| Affinity Investment Advisors, LLC | 5,451 | $871.0K | 0.35% | +1,098+25.2% | Added |
| IndexIQ Advisors LLC | 5,488 | $877.0K | 0.03% | −188−3.3% | Reduced |
| Hollencrest Capital Management | 5,516 | $881.0K | 0.07% | +100+1.8% | Added |
| Simmons Bank | 5,519 | $882.0K | 0.06% | +3,621+190.8% | Added |
| Chapman Investment Management, LLC | 5,538 | $885.0K | 0.40% | +340+6.5% | Added |
| Oxford Financial Group Ltd | 5,559 | $888.0K | 0.10% | +48+0.9% | Added |
| Sigma Planning Corp | 5,621 | $898.0K | 0.03% | +96+1.7% | Added |
| Ieq Capital, LLC | 5,635 | $900.0K | 0.02% | −366−6.1% | Reduced |
| Bessemer Securities LLC | 5,631 | $900.0K | 0.24% | +1,481+35.7% | Added |
| Parallel Advisors, LLC | 5,654 | $903.0K | 0.03% | +1,489+35.8% | Added |
| Renasant Bank | 5,657 | $904.0K | 0.62% | +858+17.9% | Added |
| Seeyond | 5,673 | $906.0K | 0.08% | +3,962+231.6% | Added |
| Alps Advisors Inc | 5,668 | $906.0K | 0.01% | +5,668 | New |
| Integrated Wealth Concepts LLC | 5,678 | $907.0K | 0.03% | +5,678 | New |
| E. Ohman J:or Asset Management AB | 5,700 | $910.7K | 0.03% | −9,080−61.4% | Reduced |
| Madison Wealth Management | 5,705 | $911.0K | 0.18% | −65−1.1% | Reduced |
| Monetary Management Group Inc | 5,750 | $919.0K | 0.23% | +1,000+21.1% | Added |
| 1620 Investment Advisors, Inc. | 5,750 | $919.0K | 1.03% | +5,750 | New |
| Harel Insurance Investments & Financial Services Ltd. | 5,800 | $927.0K | 0.02% | +5,800 | New |
| Boston Partners | 5,910 | $944.0K | 0.00% | −507−7.9% | Reduced |
| Cresset Asset Management, LLC | 5,929 | $947.0K | 0.01% | −676−10.2% | Reduced |
| Deseret Mutual Benefit Administrators | 5,982 | $956.0K | 0.16% | +77+1.3% | Added |
| Meiji Yasuda Life Insurance Co | 6,096 | $974.0K | 0.02% | +3,124+105.1% | Added |
| Ausdal Financial Partners, Inc. | 6,104 | $975.0K | 0.13% | −229−3.6% | Reduced |
| Fortem Financial Group, LLC | 6,141 | $981.0K | 0.45% | +389+6.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 6,229 | $995.0K | 0.01% | −977−13.6% | Reduced |
| Greenwood Capital Associates LLC | 6,282 | $1.00M | 0.14% | +846+15.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,299 | $1.01M | 0.01% | −43−0.7% | Reduced |
| Stamos Capital Partners, L.P. | 6,300 | $1.01M | 0.47% | +6,300 | New |
| JT Stratford LLC | 6,322 | $1.01M | 0.28% | −713−10.1% | Reduced |
| Duality Advisers, LP | 6,335 | $1.01M | 0.11% | −20,885−76.7% | Reduced |
| JLP Asset Management, LLC | 6,386 | $1.02M | 0.50% | −1,600−20.0% | Reduced |
| Verition Fund Management LLC | 6,410 | $1.02M | 0.01% | +1,106+20.9% | Added |
| New England Research & Management, Inc. | 6,500 | $1.04M | 0.50% | +700+12.1% | Added |
| Future Financial Wealth Managment LLC | 6,517 | $1.04M | 0.84% | −840−11.4% | Reduced |
| Boenning & Scattergood, Inc. | 6,549 | $1.05M | 0.17% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 6,580 | $1.05M | 0.07% | +116+1.8% | Added |
| Chiron Investment Management, LLC | 6,602 | $1.05M | 0.12% | +6,602 | New |
| Naviter Wealth, LLC | 6,610 | $1.06M | 0.32% | +6,610 | New |
| Polar Asset Management Partners Inc. | 6,617 | $1.06M | 0.01% | +1,596+31.8% | Added |
| Abbrea Capital, LLC | 6,638 | $1.06M | 0.14% | +600+9.9% | Added |
| Wetherby Asset Management Inc | 6,681 | $1.07M | 0.06% | +76+1.2% | Added |
| Kovack Advisors, Inc. | 6,692 | $1.07M | 0.10% | +517+8.4% | Added |
| Wellington Shields & Co., LLC | 6,770 | $1.08M | 0.22% | +500+8.0% | Added |
| Connective Portfolio Management, LLC | 6,770 | $1.08M | 1.90% | +6,770 | New |
| Guardian Capital Advisors LP | 6,695 | $1.08M | 0.10% | +100+1.5% | Added |
| Greenleaf Trust | 6,799 | $1.09M | 0.01% | +142+2.1% | Added |
| Marshall Wace, LLP | 6,880 | $1.10M | 0.00% | +4,211+157.8% | Added |
| Moloney Securities Asset Management, LLC | 6,938 | $1.11M | 0.19% | +1,464+26.7% | Added |
| Verdence Capital Advisors LLC | 6,959 | $1.11M | 0.13% | +1,127+19.3% | Added |
| Gifford Fong Associates | 7,000 | $1.12M | 0.20% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 7,082 | $1.13M | 0.03% | −189−2.6% | Reduced |
| Compton Capital Management Inc | 7,200 | $1.15M | 0.30% | −800−10.0% | Reduced |
| Stephens Inc | 7,266 | $1.16M | 0.02% | +132+1.9% | Added |
| Radnor Capital Management, LLC | 7,316 | $1.17M | 0.29% | +7,316 | New |
| Federation des caisses Desjardins du Quebec | 7,392 | $1.18M | 0.01% | −7,526−50.4% | Reduced |
| Cigna Investments Inc | 7,446 | $1.19M | 0.09% | −2,619−26.0% | Reduced |
| Carl P. Sherr & Co., LLC | 7,476 | $1.20M | 0.72% | +1,792+31.5% | Added |
| TrimTabs Asset Management, LLC | 7,546 | $1.21M | 0.59% | +7,546 | New |
| Harvest Fund Management Co., Ltd | 7,600 | $1.22M | 0.21% | +1,156+17.9% | Added |
| Trustmark National Bank Trust Department | 7,682 | $1.23M | 0.09% | −12−0.2% | Reduced |
| Echo Street Capital Management LLC | 7,686 | $1.23M | 0.01% | +7,686 | New |
| Bank Hapoalim BM | 7,694 | $1.23M | 0.12% | +238+3.2% | Added |
| Quantinno Capital Management LP | 7,912 | $1.26M | 0.23% | +7,912 | New |
| Jeppson Wealth Management, LLC | 8,010 | $1.28M | 0.62% | −330−4.0% | Reduced |
| We Are One Seven, LLC | 8,057 | $1.29M | 0.13% | +373+4.9% | Added |
| Hudson Valley Investment Advisors Inc | 8,063 | $1.29M | 0.20% | +6,480+409.3% | Added |
| Pacific Global Investment Management CO | 8,120 | $1.30M | 0.24% | +685+9.2% | Added |
| Shell Asset Management Co | 8,117 | $1.30M | 0.03% | +6,250+334.8% | Added |
| Everence Capital Management Inc | 8,159 | $1.30M | 0.10% | +5,040+161.6% | Added |
| Bedel Financial Consulting, Inc. | 8,215 | $1.31M | 0.41% | −73−0.9% | Reduced |
| Advisory Services Network, LLC | 8,289 | $1.32M | 0.04% | +986+13.5% | Added |
| Aaron Wealth Advisors | 8,475 | $1.35M | 0.38% | +1,448+20.6% | Added |
| USA Financial Portformulas Corp | 8,657 | $1.38M | 1.19% | −34−0.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,795 | $1.41M | 0.13% | +533+6.5% | Added |
| Sustainable Insight Capital Management, LLC | 8,797 | $1.41M | 0.75% | +1,717+24.3% | Added |
| Glassy Mountain Advisors, Inc. | 8,847 | $1.41M | 0.73% | +8,847 | New |
| Gofen & Glossberg LLC | 8,938 | $1.43M | 0.03% | −153−1.7% | Reduced |
| Cetera Advisors LLC | 9,123 | $1.46M | 0.03% | −4,765−34.3% | Reduced |
| Castle Rock Wealth Management, LLC | 10,115 | $1.49M | 0.61% | +277+2.8% | Added |
| Teamwork Financial Advisors, LLC | 9,405 | $1.50M | 0.28% | −6,966−42.6% | Reduced |
| Bramshill Investments, LLC | 9,439 | $1.51M | 0.15% | +6,981+284.0% | Added |
| Platte River Wealth Advisors, LLC | 9,512 | $1.54M | 0.53% | +9,512 | New |
| Carret Asset Management, LLC | 9,670 | $1.54M | 0.17% | 00.0% | Unchanged |
| Fiduciary Trust Co | 9,676 | $1.55M | 0.03% | 00.0% | Unchanged |
| Mark Asset Management LP | 9,695 | $1.55M | 0.22% | −181−1.8% | Reduced |
| Cascade Investment Advisors, Inc. | 9,703 | $1.55M | 0.91% | +25+0.3% | Added |
| National Asset Management, Inc. | 9,728 | $1.55M | 0.04% | −100−1.0% | Reduced |
| Beacon Pointe Advisors, LLC | 9,792 | $1.56M | 0.04% | +9,792 | New |
| D.A. Davidson & Co. | 9,825 | $1.57M | 0.02% | +174+1.8% | Added |
| Toroso Investments, LLC | 9,850 | $1.57M | 0.05% | +5,767+141.2% | Added |
| Tudor Investment Corp Et Al | 9,855 | $1.57M | 0.03% | +9,855 | New |
| Joho Capital LLC | 9,900 | $1.58M | 0.22% | +9,900 | New |
| CenterStar Asset Management, LLC | – | $1.60M | 1.22% | – | New |
| Advisor Partners LLC | 10,031 | $1.60M | 0.10% | +1,032+11.5% | Added |
| Legacy Wealth Asset Management, LLC | 10,096 | $1.61M | 0.55% | +162+1.6% | Added |
| Squarepoint Ops LLC | 10,494 | $1.68M | 0.01% | +284+2.8% | Added |
| Valeo Financial Advisors, LLC | 10,513 | $1.68M | 0.09% | +286+2.8% | Added |
| Ergoteles LLC | 10,582 | $1.69M | 0.07% | +7,513+244.8% | Added |
| Pathstone Family Office, LLC | 10,655 | $1.70M | 0.04% | +590+5.9% | Added |