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 |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 10,700 | $1.71M | 0.01% | +10,700 | New |
| KG&L Capital Management,LLC | 10,753 | $1.72M | 0.69% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 10,785 | $1.72M | 0.11% | +2,111+24.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,917 | $1.74M | 0.11% | +491+4.7% | Added |
| Pendal Group Limited | 11,028 | $1.76M | 0.01% | +11,028 | New |
| Claraphi Advisory Network, LLC | 11,130 | $1.78M | 0.62% | +1,103+11.0% | Added |
| Veritable, L.P. | 11,142 | $1.78M | 0.03% | +1,714+18.2% | Added |
| Capital Fund Management S.A. | 11,380 | $1.82M | 0.05% | +11,380 | New |
| First Hawaiian Bank | 11,549 | $1.84M | 0.05% | −539−4.5% | Reduced |
| Gladstone Institutional Advisory LLC | 11,671 | $1.86M | 0.14% | +4,235+57.0% | Added |
| Presima Inc. | 12,000 | $1.92M | 0.33% | −300−2.4% | Reduced |
| Peak Asset Management, LLC | 12,015 | $1.92M | 0.44% | −57−0.5% | Reduced |
| Lincoln National Corp | 12,085 | $1.93M | 0.04% | +2,043+20.3% | Added |
| JustInvest LLC | 12,099 | $1.93M | 0.11% | +2,867+31.1% | Added |
| Arabesque Asset Management Ltd | 12,149 | $1.94M | 0.56% | +10+0.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 12,599 | $2.01M | 0.05% | −9,788−43.7% | Reduced |
| Titleist Asset Management, Ltd. | 12,737 | $2.04M | 0.40% | +12,737 | New |
| Morse Asset Management, Inc | 12,748 | $2.04M | 0.45% | +7,178+128.9% | Added |
| Adell Harriman & Carpenter Inc | 12,768 | $2.04M | 0.19% | +2,013+18.7% | Added |
| Profund Advisors LLC | 12,958 | $2.07M | 0.07% | −21,583−62.5% | Reduced |
| Riverview Capital Advisers, LLC | 12,970 | $2.07M | 0.92% | +12,970 | New |
| Pekin Hardy Strauss, Inc. | 12,978 | $2.07M | 0.28% | −26,632−67.2% | Reduced |
| Flagship Harbor Advisors, LLC | 13,042 | $2.08M | 0.20% | +2,719+26.3% | Added |
| Intersect Capital LLC | 13,097 | $2.09M | 0.39% | +3,143+31.6% | Added |
| Eagle Asset Management Inc | 13,217 | $2.12M | 0.01% | +217+1.7% | Added |
| Engineers Gate Manager LP | 13,371 | $2.14M | 0.10% | +13,371 | New |
| New Potomac Partners, LLC | 13,810 | $2.21M | 1.43% | +13,810 | New |
| Alerus Financial NA | 14,126 | $2.26M | 0.18% | −592−4.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 14,129 | $2.26M | 0.03% | +14,129 | New |
| Red Cedar Investment Management, LLC | 14,336 | $2.29M | 0.27% | +2,541+21.5% | Added |
| Icon Wealth Partners, LLC | 14,669 | $2.34M | 0.24% | +1,308+9.8% | Added |
| Ontario Teachers Pension Plan Board | 14,858 | $2.37M | 0.03% | +4,165+39.0% | Added |
| GWM Advisors LLC | 14,972 | $2.39M | 0.04% | +13,051+679.4% | Added |
| Yarbrough Capital, LLC | 15,000 | $2.40M | 0.13% | +15,000 | New |
| Snowden Capital Advisors LLC | 15,140 | $2.42M | 0.12% | +926+6.5% | Added |
| Walleye Trading LLC | 15,356 | $2.45M | 0.04% | +15,356 | New |
| HAP Trading, LLC | 15,604 | $2.49M | 0.17% | +494+3.3% | Added |
| MML Investors Services, LLC | 15,673 | $2.50M | 0.02% | +1,812+13.1% | Added |
| Arbor Capital Management Inc | 15,723 | $2.51M | 1.78% | +15,723 | New |
| Ethic Inc. | 15,770 | $2.52M | 0.19% | +2,808+21.7% | Added |
| LMR Partners LLP | 15,832 | $2.53M | 0.03% | +12,144+329.3% | Added |
| Financial Management Network Inc | 15,540 | $2.53M | 1.16% | −448−2.8% | Reduced |
| Segall Bryant & Hamill, LLC | 15,882 | $2.54M | 0.02% | +10,478+193.9% | Added |
| Intact Investment Management Inc. | 16,000 | $2.56M | 0.07% | −27,800−63.5% | Reduced |
| Aquila Investment Management LLC | 16,000 | $2.56M | 1.24% | +16,000 | New |
| Ibex Wealth Advisors | 16,393 | $2.62M | 0.46% | +1,313+8.7% | Added |
| Jupiter Asset Management Ltd | 16,435 | $2.63M | 0.03% | +3,242+24.6% | Added |
| Phocas Financial Corp. | 16,889 | $2.70M | 0.34% | +243+1.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 16,940 | $2.71M | 0.05% | −186−1.1% | Reduced |
| Mariner, LLC | 17,173 | $2.74M | 0.01% | −686−3.8% | Reduced |
| Commerce Bank | 17,175 | $2.74M | 0.02% | +533+3.2% | Added |
| Alpine Woods Capital Investors, LLC | 17,196 | $2.75M | 0.27% | −89−0.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 17,365 | $2.77M | 0.24% | +586+3.5% | Added |
| Ami Investment Management Inc | 17,372 | $2.78M | 1.15% | −887−4.9% | Reduced |
| Resolute Capital Asset Partners LLC | 17,500 | $2.80M | 1.83% | +17,500 | New |
| Brookstone Capital Management | 17,368 | $2.80M | 0.05% | +5,428+45.5% | Added |
| Banque Cantonale Vaudoise | 17,609 | $2.81M | 0.11% | +4,100+30.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 17,604 | $2.82M | 0.04% | +17,604 | New |
| Cetera Investment Advisers | 17,660 | $2.82M | 0.04% | +1,207+7.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 17,930 | $2.87M | 0.02% | +1,200+7.2% | Added |
| Soltis Investment Advisors LLC | 17,948 | $2.87M | 0.41% | +673+3.9% | Added |
| Jaffetilchin Investment Partners, LLC | 17,962 | $2.87M | 0.27% | −1,300−6.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 18,210 | $2.91M | 0.12% | −27,328−60.0% | Reduced |
| SAM Advisors, LLC | 18,486 | $2.96M | 1.35% | −10,611−36.5% | Reduced |
| Lake Street Advisors Group, LLC | 18,703 | $2.99M | 0.19% | +29+0.2% | Added |
| Great Valley Advisor Group, Inc. | 18,726 | $2.99M | 0.18% | +677+3.8% | Added |
| Grassi Investment Management | 18,855 | $3.01M | 0.30% | +1,353+7.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 19,128 | $3.06M | 0.04% | −180,000−90.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 19,413 | $3.10M | 0.05% | −1,595−7.6% | Reduced |
| Castellan Group, LLC | 19,440 | $3.11M | 2.15% | +1,790+10.1% | Added |
| Black Swift Group, LLC | 19,850 | $3.17M | 1.30% | +950+5.0% | Added |
| Advent Capital Management | 20,000 | $3.19M | 0.05% | +20,000 | New |
| GAM Holding AG | 20,004 | $3.20M | 0.14% | −8,000−28.6% | Reduced |
| Kentucky Retirement Systems | 20,085 | $3.21M | 0.13% | +1,599+8.6% | Added |
| New Mexico Educational Retirement Board | 20,095 | $3.21M | 0.11% | −1,400−6.5% | Reduced |
| Independent Financial Group, LLC | 20,121 | $3.21M | 0.27% | −7,221−26.4% | Reduced |
| Louisiana State Employees Retirement System | 20,600 | $3.29M | 0.07% | +100+0.5% | Added |
| Putnam Investments LLC | 20,756 | $3.32M | 0.00% | −1,357−6.1% | Reduced |
| Hill Winds Capital LP | 21,000 | $3.35M | 1.58% | −11,500−35.4% | Reduced |
| KBC Group NV | 21,180 | $3.38M | 0.01% | −54,911−72.2% | Reduced |
| Malaga Cove Capital, LLC | 21,219 | $3.39M | 1.34% | +676+3.3% | Added |
| Whittier Trust Co of Nevada Inc | 21,433 | $3.42M | 0.13% | +2,045+10.5% | Added |
| Lazard Asset Management LLC | 21,784 | $3.48M | 0.00% | −3,010−12.1% | Reduced |
| Caption Management, LLC | 22,000 | $3.52M | 0.22% | +13,200+150.0% | Added |
| AMJ Financial Wealth Management | 22,120 | $3.53M | 1.28% | +6,458+41.2% | Added |
| Truehand, Inc | 22,152 | $3.54M | 2.07% | −1,225−5.2% | Reduced |
| Castleview Partners, LLC | 567,503 | $3.55M | 0.03% | +567,503 | New |
| Truvestments Capital LLC | 22,353 | $3.57M | 1.79% | −48−0.2% | Reduced |
| Acadian Asset Management LLC | 22,600 | $3.61M | 0.01% | +3,864+20.6% | Added |
| Rafferty Asset Management, LLC | 22,644 | $3.62M | 0.02% | −3,235−12.5% | Reduced |
| Lincluden Management Ltd | 22,649 | $3.62M | 0.33% | −12,913−36.3% | Reduced |
| Cubist Systematic Strategies, LLC | 22,804 | $3.64M | 0.03% | +10,519+85.6% | Added |
| Concentric Wealth Management, LLC | 22,888 | $3.66M | 1.03% | +854+3.9% | Added |
| HGK Asset Management Inc | 22,950 | $3.67M | 1.14% | −5,089−18.1% | Reduced |
| Full18 Capital LLC | 25,136 | $3.68M | 1.56% | −6,975−21.7% | Reduced |
| Anson Funds Management LP | 23,200 | $3.71M | 0.51% | +10,300+79.8% | Added |
| Candriam Luxembourg S.C.A. | 18,663 | $3.75M | 0.02% | −1,399−7.0% | Reduced |
| Wellington Shields Capital Management, LLC | 23,505 | $3.75M | 0.48% | +99+0.4% | Added |
| Banque Pictet & Cie SA | 23,804 | $3.80M | 0.03% | +180+0.8% | Added |
| Goelzer Investment Management, Inc. | 23,985 | $3.83M | 0.31% | −1,077−4.3% | Reduced |