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 |
|---|---|---|---|---|---|
| Phocas Financial Corp. | 16,889 | $2.70M | 0.34% | +243+1.5% | Added |
| Jupiter Asset Management Ltd | 16,435 | $2.63M | 0.03% | +3,242+24.6% | Added |
| Ibex Wealth Advisors | 16,393 | $2.62M | 0.46% | +1,313+8.7% | 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 |
| Segall Bryant & Hamill, LLC | 15,882 | $2.54M | 0.02% | +10,478+193.9% | Added |
| Financial Management Network Inc | 15,540 | $2.53M | 1.16% | −448−2.8% | Reduced |
| LMR Partners LLP | 15,832 | $2.53M | 0.03% | +12,144+329.3% | Added |
| Ethic Inc. | 15,770 | $2.52M | 0.19% | +2,808+21.7% | Added |
| Arbor Capital Management Inc | 15,723 | $2.51M | 1.78% | +15,723 | New |
| MML Investors Services, LLC | 15,673 | $2.50M | 0.02% | +1,812+13.1% | Added |
| HAP Trading, LLC | 15,604 | $2.49M | 0.17% | +494+3.3% | Added |
| Walleye Trading LLC | 15,356 | $2.45M | 0.04% | +15,356 | New |
| Snowden Capital Advisors LLC | 15,140 | $2.42M | 0.12% | +926+6.5% | Added |
| Yarbrough Capital, LLC | 15,000 | $2.40M | 0.13% | +15,000 | New |
| GWM Advisors LLC | 14,972 | $2.39M | 0.04% | +13,051+679.4% | Added |
| Ontario Teachers Pension Plan Board | 14,858 | $2.37M | 0.03% | +4,165+39.0% | Added |
| Icon Wealth Partners, LLC | 14,669 | $2.34M | 0.24% | +1,308+9.8% | Added |
| Red Cedar Investment Management, LLC | 14,336 | $2.29M | 0.27% | +2,541+21.5% | Added |
| 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 |
| New Potomac Partners, LLC | 13,810 | $2.21M | 1.43% | +13,810 | New |
| Engineers Gate Manager LP | 13,371 | $2.14M | 0.10% | +13,371 | New |
| Eagle Asset Management Inc | 13,217 | $2.12M | 0.01% | +217+1.7% | Added |
| Intersect Capital LLC | 13,097 | $2.09M | 0.39% | +3,143+31.6% | Added |
| Flagship Harbor Advisors, LLC | 13,042 | $2.08M | 0.20% | +2,719+26.3% | Added |
| Pekin Hardy Strauss, Inc. | 12,978 | $2.07M | 0.28% | −26,632−67.2% | Reduced |
| Riverview Capital Advisers, LLC | 12,970 | $2.07M | 0.92% | +12,970 | New |
| Profund Advisors LLC | 12,958 | $2.07M | 0.07% | −21,583−62.5% | Reduced |
| Adell Harriman & Carpenter Inc | 12,768 | $2.04M | 0.19% | +2,013+18.7% | Added |
| Morse Asset Management, Inc | 12,748 | $2.04M | 0.45% | +7,178+128.9% | Added |
| Titleist Asset Management, Ltd. | 12,737 | $2.04M | 0.40% | +12,737 | New |
| Weiss Multi-Strategy Advisers LLC | 12,599 | $2.01M | 0.05% | −9,788−43.7% | Reduced |
| Arabesque Asset Management Ltd | 12,149 | $1.94M | 0.56% | +10+0.1% | Added |
| JustInvest LLC | 12,099 | $1.93M | 0.11% | +2,867+31.1% | Added |
| Lincoln National Corp | 12,085 | $1.93M | 0.04% | +2,043+20.3% | Added |
| Peak Asset Management, LLC | 12,015 | $1.92M | 0.44% | −57−0.5% | Reduced |
| Presima Inc. | 12,000 | $1.92M | 0.33% | −300−2.4% | Reduced |
| Gladstone Institutional Advisory LLC | 11,671 | $1.86M | 0.14% | +4,235+57.0% | Added |
| First Hawaiian Bank | 11,549 | $1.84M | 0.05% | −539−4.5% | Reduced |
| Capital Fund Management S.A. | 11,380 | $1.82M | 0.05% | +11,380 | New |
| Veritable, L.P. | 11,142 | $1.78M | 0.03% | +1,714+18.2% | Added |
| Claraphi Advisory Network, LLC | 11,130 | $1.78M | 0.62% | +1,103+11.0% | Added |
| Pendal Group Limited | 11,028 | $1.76M | 0.01% | +11,028 | New |
| Meiji Yasuda Asset Management Co Ltd. | 10,917 | $1.74M | 0.11% | +491+4.7% | Added |
| NEXT Financial Group, Inc | 10,785 | $1.72M | 0.11% | +2,111+24.3% | Added |
| KG&L Capital Management,LLC | 10,753 | $1.72M | 0.69% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 10,700 | $1.71M | 0.01% | +10,700 | New |
| Pathstone Family Office, LLC | 10,655 | $1.70M | 0.04% | +590+5.9% | Added |
| Ergoteles LLC | 10,582 | $1.69M | 0.07% | +7,513+244.8% | Added |
| Valeo Financial Advisors, LLC | 10,513 | $1.68M | 0.09% | +286+2.8% | Added |
| Squarepoint Ops LLC | 10,494 | $1.68M | 0.01% | +284+2.8% | Added |
| Legacy Wealth Asset Management, LLC | 10,096 | $1.61M | 0.55% | +162+1.6% | Added |
| Advisor Partners LLC | 10,031 | $1.60M | 0.10% | +1,032+11.5% | Added |
| CenterStar Asset Management, LLC | – | $1.60M | 1.22% | – | New |
| Joho Capital LLC | 9,900 | $1.58M | 0.22% | +9,900 | New |
| Tudor Investment Corp Et Al | 9,855 | $1.57M | 0.03% | +9,855 | New |
| Toroso Investments, LLC | 9,850 | $1.57M | 0.05% | +5,767+141.2% | Added |
| D.A. Davidson & Co. | 9,825 | $1.57M | 0.02% | +174+1.8% | Added |
| Beacon Pointe Advisors, LLC | 9,792 | $1.56M | 0.04% | +9,792 | New |
| National Asset Management, Inc. | 9,728 | $1.55M | 0.04% | −100−1.0% | Reduced |
| Cascade Investment Advisors, Inc. | 9,703 | $1.55M | 0.91% | +25+0.3% | Added |
| Mark Asset Management LP | 9,695 | $1.55M | 0.22% | −181−1.8% | Reduced |
| Fiduciary Trust Co | 9,676 | $1.55M | 0.03% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 9,670 | $1.54M | 0.17% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 9,512 | $1.54M | 0.53% | +9,512 | New |
| Bramshill Investments, LLC | 9,439 | $1.51M | 0.15% | +6,981+284.0% | Added |
| Teamwork Financial Advisors, LLC | 9,405 | $1.50M | 0.28% | −6,966−42.6% | Reduced |
| Castle Rock Wealth Management, LLC | 10,115 | $1.49M | 0.61% | +277+2.8% | Added |
| Cetera Advisors LLC | 9,123 | $1.46M | 0.03% | −4,765−34.3% | Reduced |
| Gofen & Glossberg LLC | 8,938 | $1.43M | 0.03% | −153−1.7% | Reduced |
| Glassy Mountain Advisors, Inc. | 8,847 | $1.41M | 0.73% | +8,847 | New |
| 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 |
| USA Financial Portformulas Corp | 8,657 | $1.38M | 1.19% | −34−0.4% | Reduced |
| Aaron Wealth Advisors | 8,475 | $1.35M | 0.38% | +1,448+20.6% | Added |
| Advisory Services Network, LLC | 8,289 | $1.32M | 0.04% | +986+13.5% | Added |
| Bedel Financial Consulting, Inc. | 8,215 | $1.31M | 0.41% | −73−0.9% | Reduced |
| Everence Capital Management Inc | 8,159 | $1.30M | 0.10% | +5,040+161.6% | 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 |
| Hudson Valley Investment Advisors Inc | 8,063 | $1.29M | 0.20% | +6,480+409.3% | Added |
| We Are One Seven, LLC | 8,057 | $1.29M | 0.13% | +373+4.9% | Added |
| Jeppson Wealth Management, LLC | 8,010 | $1.28M | 0.62% | −330−4.0% | Reduced |
| Quantinno Capital Management LP | 7,912 | $1.26M | 0.23% | +7,912 | New |
| Bank Hapoalim BM | 7,694 | $1.23M | 0.12% | +238+3.2% | 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 |
| Harvest Fund Management Co., Ltd | 7,600 | $1.22M | 0.21% | +1,156+17.9% | Added |
| TrimTabs Asset Management, LLC | 7,546 | $1.21M | 0.59% | +7,546 | New |
| Carl P. Sherr & Co., LLC | 7,476 | $1.20M | 0.72% | +1,792+31.5% | Added |
| Cigna Investments Inc | 7,446 | $1.19M | 0.09% | −2,619−26.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,392 | $1.18M | 0.01% | −7,526−50.4% | Reduced |
| Radnor Capital Management, LLC | 7,316 | $1.17M | 0.29% | +7,316 | New |
| Stephens Inc | 7,266 | $1.16M | 0.02% | +132+1.9% | Added |
| Compton Capital Management Inc | 7,200 | $1.15M | 0.30% | −800−10.0% | Reduced |
| Sumitomo Life Insurance Co | 7,082 | $1.13M | 0.03% | −189−2.6% | Reduced |
| Gifford Fong Associates | 7,000 | $1.12M | 0.20% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 6,959 | $1.11M | 0.13% | +1,127+19.3% | Added |
| Moloney Securities Asset Management, LLC | 6,938 | $1.11M | 0.19% | +1,464+26.7% | Added |