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 |
|---|---|---|---|---|---|
| Blair William & Co | 35,248 | $5.63M | 0.02% | +944+2.8% | Added |
| Vident Investment Advisory, LLC | 34,804 | $5.56M | 0.14% | +542+1.6% | Added |
| Redpoint Investment Management Pty Ltd | 34,599 | $5.53M | 0.44% | −558−1.6% | Reduced |
| Lido Advisors, LLC | 34,461 | $5.50M | 0.11% | +11,775+51.9% | Added |
| Tocqueville Asset Management L.P. | 34,015 | $5.43M | 0.07% | +69+0.2% | Added |
| Agf Investments Inc. | 33,924 | $5.42M | 0.04% | +33,924 | New |
| Peapack Gladstone Financial Corp | 33,811 | $5.40M | 0.10% | −3,102−8.4% | Reduced |
| Hartford Investment Management Co | 33,405 | $5.34M | 0.12% | +2,656+8.6% | Added |
| Contravisory Investment Management, Inc. | 33,179 | $5.30M | 1.43% | +33,179 | New |
| Meitav Dash Investments Ltd | 33,219 | $5.29M | 0.09% | +20,253+156.2% | Added |
| Barometer Capital Management Inc. | 32,100 | $5.13M | 0.86% | +5,010+18.5% | Added |
| McGinn Investment Management, Inc. | 31,875 | $5.09M | 3.37% | −100−0.3% | Reduced |
| Spirit of America Management Corp | 31,700 | $5.07M | 1.02% | +3,900+14.0% | Added |
| Point72 Hong Kong Ltd | 31,585 | $5.05M | 0.43% | +27,604+693.4% | Added |
| CIBC Asset Management Inc | 31,489 | $5.03M | 0.02% | +1,575+5.3% | Added |
| Penn Mutual Asset Management, LLC | 30,240 | $4.83M | 5.18% | 00.0% | Unchanged |
| SeaTown Holdings Pte. Ltd. | 30,000 | $4.79M | 0.26% | −40,000−57.1% | Reduced |
| Tredje AP-fonden | 29,718 | $4.75M | 0.09% | +7,254+32.3% | Added |
| Huntington National Bank | 29,169 | $4.66M | 0.04% | +6,351+27.8% | Added |
| United Capital Financial Advisers, LLC | 28,904 | $4.62M | 0.02% | +1,612+5.9% | Added |
| Natixis | 28,853 | $4.61M | 0.02% | −473,377−94.3% | Reduced |
| Private Advisor Group, LLC | 28,631 | $4.58M | 0.03% | −14,750−34.0% | Reduced |
| Advisors Preferred, LLC | 28,543 | $4.58M | 0.45% | +28,543 | New |
| Great Lakes Advisors, LLC | 28,419 | $4.54M | 0.07% | +12,976+84.0% | Added |
| AlphaCrest Capital Management LLC | 28,323 | $4.53M | 0.17% | +21,258+300.9% | Added |
| AE Wealth Management LLC | 28,063 | $4.48M | 0.03% | −6,995−20.0% | Reduced |
| Gotham Asset Management, LLC | 27,650 | $4.42M | 0.14% | +16,587+149.9% | Added |
| Tower Bridge Advisors | 27,618 | $4.41M | 0.27% | +4,025+17.1% | Added |
| Mercer Global Advisors Inc | 27,509 | $4.39M | 0.03% | +1,412+5.4% | Added |
| Advisors Asset Management, Inc. | 27,484 | $4.39M | 0.06% | −528−1.9% | Reduced |
| Nordea Investment Management AB | 27,379 | $4.38M | 0.01% | −779−2.8% | Reduced |
| Pensionfund Sabic | 27,306 | $4.36M | 0.82% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 27,245 | $4.35M | 1.09% | +1,735+6.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,152 | $4.34M | 0.02% | −10,400−27.7% | Reduced |
| VisionPoint Advisory Group, LLC | 29,740 | $4.32M | 1.89% | −5,009−14.4% | Reduced |
| Condor Capital Management | 26,895 | $4.30M | 0.46% | −405−1.5% | Reduced |
| Twinbeech Capital LP | 26,867 | $4.29M | 0.24% | +26,867 | New |
| SG Americas Securities, LLC | 26,355 | $4.21M | 0.03% | +19,736+298.2% | Added |
| Fifth Third Bancorp | 26,229 | $4.19M | 0.02% | −2,430−8.5% | Reduced |
| Boothbay Fund Management, LLC | 26,176 | $4.18M | 0.14% | +16,779+178.6% | Added |
| Vestcor Inc | 25,486 | $4.07M | 0.14% | −27,800−52.2% | Reduced |
| Oppenheimer Asset Management Inc. | 25,232 | $4.03M | 0.05% | −370−1.4% | Reduced |
| Maryland State Retirement & Pension System | 25,226 | $4.03M | 0.11% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,071 | $4.01M | 0.05% | −79,174−75.9% | Reduced |
| Donoghue Forlines LLC | 25,070 | $4.00M | 0.68% | +2,721+12.2% | Added |
| Elo Mutual Pension Insurance Co | 24,950 | $3.99M | 0.11% | +1,900+8.2% | Added |
| Teachers Retirement System of the State of Kentucky | 24,221 | $3.87M | 0.03% | −826−3.3% | Reduced |
| Redmond Asset Management, LLC | 24,225 | $3.87M | 1.08% | −152−0.6% | Reduced |
| Goelzer Investment Management, Inc. | 23,985 | $3.83M | 0.31% | −1,077−4.3% | Reduced |
| Banque Pictet & Cie SA | 23,804 | $3.80M | 0.03% | +180+0.8% | Added |
| Wellington Shields Capital Management, LLC | 23,505 | $3.75M | 0.48% | +99+0.4% | Added |
| Candriam Luxembourg S.C.A. | 18,663 | $3.75M | 0.02% | −1,399−7.0% | Reduced |
| Anson Funds Management LP | 23,200 | $3.71M | 0.51% | +10,300+79.8% | Added |
| Full18 Capital LLC | 25,136 | $3.68M | 1.56% | −6,975−21.7% | Reduced |
| HGK Asset Management Inc | 22,950 | $3.67M | 1.14% | −5,089−18.1% | Reduced |
| Concentric Wealth Management, LLC | 22,888 | $3.66M | 1.03% | +854+3.9% | Added |
| Cubist Systematic Strategies, LLC | 22,804 | $3.64M | 0.03% | +10,519+85.6% | Added |
| Lincluden Management Ltd | 22,649 | $3.62M | 0.33% | −12,913−36.3% | Reduced |
| Rafferty Asset Management, LLC | 22,644 | $3.62M | 0.02% | −3,235−12.5% | Reduced |
| Acadian Asset Management LLC | 22,600 | $3.61M | 0.01% | +3,864+20.6% | Added |
| Truvestments Capital LLC | 22,353 | $3.57M | 1.79% | −48−0.2% | Reduced |
| Castleview Partners, LLC | 567,503 | $3.55M | 0.03% | +567,503 | New |
| Truehand, Inc | 22,152 | $3.54M | 2.07% | −1,225−5.2% | Reduced |
| AMJ Financial Wealth Management | 22,120 | $3.53M | 1.28% | +6,458+41.2% | Added |
| Caption Management, LLC | 22,000 | $3.52M | 0.22% | +13,200+150.0% | Added |
| Lazard Asset Management LLC | 21,784 | $3.48M | 0.00% | −3,010−12.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 21,433 | $3.42M | 0.13% | +2,045+10.5% | Added |
| Malaga Cove Capital, LLC | 21,219 | $3.39M | 1.34% | +676+3.3% | Added |
| KBC Group NV | 21,180 | $3.38M | 0.01% | −54,911−72.2% | Reduced |
| Hill Winds Capital LP | 21,000 | $3.35M | 1.58% | −11,500−35.4% | Reduced |
| Putnam Investments LLC | 20,756 | $3.32M | 0.00% | −1,357−6.1% | Reduced |
| Louisiana State Employees Retirement System | 20,600 | $3.29M | 0.07% | +100+0.5% | Added |
| Independent Financial Group, LLC | 20,121 | $3.21M | 0.27% | −7,221−26.4% | Reduced |
| New Mexico Educational Retirement Board | 20,095 | $3.21M | 0.11% | −1,400−6.5% | Reduced |
| Kentucky Retirement Systems | 20,085 | $3.21M | 0.13% | +1,599+8.6% | Added |
| GAM Holding AG | 20,004 | $3.20M | 0.14% | −8,000−28.6% | Reduced |
| Advent Capital Management | 20,000 | $3.19M | 0.05% | +20,000 | New |
| Black Swift Group, LLC | 19,850 | $3.17M | 1.30% | +950+5.0% | Added |
| Castellan Group, LLC | 19,440 | $3.11M | 2.15% | +1,790+10.1% | Added |
| Steward Partners Investment Advisory, LLC | 19,413 | $3.10M | 0.05% | −1,595−7.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 19,128 | $3.06M | 0.04% | −180,000−90.4% | Reduced |
| Grassi Investment Management | 18,855 | $3.01M | 0.30% | +1,353+7.7% | Added |
| Great Valley Advisor Group, Inc. | 18,726 | $2.99M | 0.18% | +677+3.8% | Added |
| Lake Street Advisors Group, LLC | 18,703 | $2.99M | 0.19% | +29+0.2% | Added |
| SAM Advisors, LLC | 18,486 | $2.96M | 1.35% | −10,611−36.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 18,210 | $2.91M | 0.12% | −27,328−60.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 17,962 | $2.87M | 0.27% | −1,300−6.7% | Reduced |
| Soltis Investment Advisors LLC | 17,948 | $2.87M | 0.41% | +673+3.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 17,930 | $2.87M | 0.02% | +1,200+7.2% | Added |
| Cetera Investment Advisers | 17,660 | $2.82M | 0.04% | +1,207+7.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 17,604 | $2.82M | 0.04% | +17,604 | New |
| Banque Cantonale Vaudoise | 17,609 | $2.81M | 0.11% | +4,100+30.4% | Added |
| Brookstone Capital Management | 17,368 | $2.80M | 0.05% | +5,428+45.5% | Added |
| Resolute Capital Asset Partners LLC | 17,500 | $2.80M | 1.83% | +17,500 | New |
| Ami Investment Management Inc | 17,372 | $2.78M | 1.15% | −887−4.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 17,365 | $2.77M | 0.24% | +586+3.5% | Added |
| Alpine Woods Capital Investors, LLC | 17,196 | $2.75M | 0.27% | −89−0.5% | 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 |
| Northwestern Mutual Investment Management Company, LLC | 16,940 | $2.71M | 0.05% | −186−1.1% | Reduced |