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 |
|---|---|---|---|---|---|
| TCTC Holdings, LLC | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 64 | $10.0K | 0.00% | +64 | New |
| JFS Wealth Advisors, LLC | 56 | $9.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 54 | $9.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 56 | $9.00K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 56 | $9.00K | 0.00% | +56 | New |
| Tucker Asset Management LLC | 52 | $8.32K | 0.00% | +52 | New |
| Oakworth Capital, Inc. | 52 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 53 | $8.00K | 0.00% | +53 | New |
| High Net Worth Advisory Group LLC | 50 | $8.00K | 0.00% | +50 | New |
| Eagle Bay Advisors LLC | 42 | $7.00K | 0.00% | −42−50.0% | Reduced |
| South State Corp. | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 46 | $7.00K | 0.00% | +46 | New |
| Psagot Value Holdings Ltd. / (Israel) | 40 | $6.00K | 0.00% | −4,708−99.2% | Reduced |
| Ossiam | 39 | $6.00K | 0.00% | −505−92.8% | Reduced |
| Crescent Capital Consulting, LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 38 | $6.00K | 0.00% | +38 | New |
| Zullo Investment Group, Inc. | 40 | $6.00K | 0.00% | +40 | New |
| Raffa Wealth Management, LLC | 34 | $5.43K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 32 | $5.00K | 0.00% | +14+77.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 31 | $5.00K | 0.00% | +31 | New |
| Byrne Asset Management LLC | 30 | $5.00K | 0.00% | +30 | New |
| Financial Management Professionals, Inc. | 27 | $4.00K | 0.00% | −94−77.7% | Reduced |
| Bogart Wealth, LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 22 | $4.00K | 0.00% | +22 | New |
| PFG Private Wealth Management, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 16 | $3.00K | 0.00% | +15+1,500.0% | Added |
| Cedar Wealth Management, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Versant Capital Management, Inc | 14 | $2.00K | 0.00% | −750−98.2% | Reduced |
| SOA Wealth Advisors, LLC. | 14 | $2.00K | 0.00% | −469−97.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 17 | $2.00K | 0.00% | +17 | New |
| Gradient Investments LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 6 | $1.00K | 0.00% | +3+100.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $1.00K | 0.00% | +5 | New |
| Surevest, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Cassady Schiller Wealth Management, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Missouri Trust & Investment Co | 5 | $1.00K | 0.00% | +5 | New |
| Plante Moran Financial Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 6 | $0 | 0.00% | +6 | New |
| Confluence Wealth Services, Inc. | 5 | $0 | 0.00% | +5 | New |
| Westside Investment Management, Inc. | 75 | – | – | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −2,331,852−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −529,100−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −390,696−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −155,000−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −112,118−100.0% | Sold out |
| Goldentree Asset Management LP | 0 | $0 | 0.00% | −101,421−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −100,007−100.0% | Sold out |
| CQS (US), LLC | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Eii Capital Management, Inc. | 0 | $0 | 0.00% | −53,320−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −13,319−100.0% | Sold out |
| American Assets Investment Management, LLC | 0 | $0 | 0.00% | −12,700−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −8,662−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −8,560−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −5,281−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −4,755−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −4,294−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,044−100.0% | Sold out |
| Walter & Keenan Financial Consulting Co | 0 | $0 | 0.00% | −3,154−100.0% | Sold out |
| Chatham Capital Group, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,476−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −2,303−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −2,340−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −2,119−100.0% | Sold out |
| Bulltick Wealth Management, LLC | 0 | $0 | 0.00% | −1,963−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,928−100.0% | Sold out |
| X-Square Capital, LLC | 0 | $0 | 0.00% | −1,910−100.0% | Sold out |
| EMG Holdings, L.P. | 0 | $0 | 0.00% | −1,658−100.0% | Sold out |
| Clifford Swan Investment Counsel LLC | 0 | $0 | 0.00% | −1,427−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −1,501−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −2,562−100.0% | Sold out |
| Prentice Wealth Management LLC | 0 | $0 | 0.00% | −1,170−100.0% | Sold out |
| Clal Insurance Enterprises Holdings Ltd | 0 | $0 | 0.00% | −1,109−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −733−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −614−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −682−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −611−100.0% | Sold out |
| Ravenstone Capital Management Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −483−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −352−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Sterling Financial Planning, Inc. | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Sargent Bickham Lagudis LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |