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 |
|---|---|---|---|---|---|
| Front Row Advisors LLC | 800 | $128.0K | 0.05% | 00.0% | Unchanged |
| Concord Wealth Partners | 783 | $125.0K | 0.03% | +446+132.3% | Added |
| Hoey Investments, Inc | 775 | $124.0K | 0.03% | 00.0% | Unchanged |
| Covington Capital Management | 763 | $122.0K | 0.00% | +318+71.5% | Added |
| Private Capital Group, LLC | 752 | $120.0K | 0.03% | −61−7.5% | Reduced |
| Capital Analysts, LLC | 705 | $113.0K | 0.01% | +140+24.8% | Added |
| Ellevest, Inc. | 690 | $110.0K | 0.01% | +5+0.7% | Added |
| Farmers & Merchants Investments Inc | 682 | $109.0K | 0.00% | −160−19.0% | Reduced |
| Jones Financial Companies LLLP | 662 | $106.0K | 0.00% | +62+10.3% | Added |
| AdvisorNet Financial, Inc | 600 | $96.0K | 0.01% | +150+33.3% | Added |
| Perkins Coie Trust Co | 595 | $95.0K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 591 | $94.0K | 0.02% | 00.0% | Unchanged |
| Exane Derivatives | 571 | $91.2K | 0.02% | −486−46.0% | Reduced |
| Smithfield Trust Co | 571 | $91.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 569 | $91.0K | 0.00% | +134+30.8% | Added |
| Howe & Rusling Inc | 565 | $90.0K | 0.01% | +14+2.5% | Added |
| Proequities, Inc. | 552 | $88.0K | 0.01% | +4+0.7% | Added |
| Harbour Investments, Inc. | 546 | $87.0K | 0.01% | −802−59.5% | Reduced |
| Parkside Financial Bank & Trust | 545 | $87.0K | 0.02% | +10+1.9% | Added |
| Assetmark, Inc | 527 | $84.0K | 0.00% | +127+31.8% | Added |
| CVA Family Office, LLC | 525 | $84.0K | 0.02% | +525 | New |
| Wagner Wealth Management, LLC | 514 | $82.0K | 0.06% | +50+10.8% | Added |
| Delta Asset Management LLC | 510 | $81.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 507 | $81.0K | 0.05% | +4+0.8% | Added |
| Fortitude Advisory Group L.L.C. | 489 | $78.0K | 0.04% | +489 | New |
| First Financial Corp | 465 | $74.0K | 0.05% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 425 | $68.0K | 0.00% | −208−32.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 427 | $68.0K | 0.01% | −122−22.2% | Reduced |
| Webster Bank, N. A. | 429 | $68.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 412 | $66.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 402 | $64.0K | 0.01% | +11+2.8% | Added |
| Industrial Alliance Investment Management Inc. | 384 | $61.0K | 0.00% | +384 | New |
| Carolinas Wealth Consulting LLC | 360 | $57.0K | 0.01% | +27+8.1% | Added |
| Duncker Streett & Co Inc | 347 | $55.0K | 0.01% | +4+1.2% | Added |
| American National Bank | 341 | $54.0K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 336 | $54.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 335 | $54.0K | 0.01% | +15+4.7% | Added |
| Quent Capital, LLC | 329 | $53.0K | 0.01% | +329 | New |
| Anchor Investment Management, LLC | 325 | $51.9K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 311 | $50.0K | 0.00% | +3+1.0% | Added |
| Glassman Wealth Services | 310 | $50.0K | 0.01% | +12+4.0% | Added |
| AlphaMark Advisors, LLC | 315 | $50.0K | 0.02% | +150+90.9% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 300 | $48.0K | 0.03% | −56−15.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 300 | $48.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 301 | $48.0K | 0.00% | +301 | New |
| Alpha Paradigm Partners, LLC | 295 | $47.0K | 0.02% | −1,837−86.2% | Reduced |
| Zions Bancorporation, N.A. | 296 | $47.0K | 0.00% | −429−59.2% | Reduced |
| Arlington Partners LLC | 276 | $44.0K | 0.01% | +276 | New |
| Vectors Research Management, LLC | 265 | $42.0K | 0.01% | +265 | New |
| First Manhattan Co | 250 | $39.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 236 | $38.0K | 0.00% | −137−36.7% | Reduced |
| Tyler-Stone Wealth Management | 238 | $38.0K | 0.02% | +238 | New |
| Valley National Advisers Inc | 225 | $36.0K | 0.01% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 228 | $36.0K | 0.02% | +228 | New |
| Hexagon Capital Partners LLC | 203 | $32.0K | 0.01% | +1+0.5% | Added |
| EverSource Wealth Advisors, LLC | 191 | $30.0K | 0.01% | +191 | New |
| Earnest Partners LLC | 178 | $28.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 177 | $28.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 174 | $28.0K | 0.00% | +34+24.3% | Added |
| TCI Wealth Advisors, Inc. | 164 | $26.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 156 | $25.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 159 | $25.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 155 | $25.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 155 | $25.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 149 | $24.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 150 | $24.0K | 0.00% | +150 | New |
| Disciplined Investments, LLC | 153 | $24.0K | 0.01% | +153 | New |
| Clean Yield Group | 146 | $23.0K | 0.01% | −146−50.0% | Reduced |
| Column Capital Advisors, LLC | 142 | $23.0K | 0.00% | +2+1.4% | Added |
| Amplius Wealth Advisors, LLC | 150 | $23.0K | 0.00% | +150 | New |
| McCarthy Asset Management, Inc. | 133 | $21.0K | 0.01% | −14−9.5% | Reduced |
| Edge Wealth Management LLC | 129 | $21.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 131 | $21.0K | 0.01% | +131 | New |
| Winch Advisory Services, LLC | 125 | $20.0K | 0.01% | +2+1.6% | Added |
| Concorde Financial Corp | 121 | $20.0K | 0.01% | +121 | New |
| West Paces Advisors Inc. | 121 | $19.3K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 120 | $19.0K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 118 | $19.0K | 0.00% | +118 | New |
| Dark Forest Capital Management LP | 111 | $18.0K | 0.01% | −256−69.8% | Reduced |
| Hudock, Inc. | 118 | $18.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 114 | $18.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 110 | $18.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 104 | $17.0K | 0.00% | −126−54.8% | Reduced |
| Highlander Capital Management, LLC | 109 | $17.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 109 | $17.0K | 0.00% | +1+0.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 108 | $17.0K | 0.00% | +22+25.6% | Added |
| Toth Financial Advisory Corp | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 102 | $16.0K | 0.00% | +1+1.0% | Added |
| FinTrust Capital Advisors, LLC | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 102 | $16.0K | 0.01% | +102 | New |
| Sutton Wealth Advisors Inc. | 99 | $15.8K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 92 | $15.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 93 | $15.0K | 0.00% | +30+47.6% | Added |
| TD Ameritrade Investment Management, LLC | 87 | $14.0K | 0.00% | −219−71.6% | Reduced |
| Bell Investment Advisors, Inc | 89 | $14.0K | 0.00% | −30−25.2% | Reduced |
| Cordasco Financial Network | 75 | $12.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 76 | $12.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 71 | $11.0K | 0.00% | +1+1.4% | Added |
| Arrow Financial Corp | 60 | $10.0K | 0.00% | −135−69.2% | Reduced |