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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 6,880 | $1.10M | 0.00% | +4,211+157.8% | Added |
| Greenleaf Trust | 6,799 | $1.09M | 0.01% | +142+2.1% | Added |
| Guardian Capital Advisors LP | 6,695 | $1.08M | 0.10% | +100+1.5% | Added |
| Wellington Shields & Co., LLC | 6,770 | $1.08M | 0.22% | +500+8.0% | Added |
| Connective Portfolio Management, LLC | 6,770 | $1.08M | 1.90% | +6,770 | New |
| Kovack Advisors, Inc. | 6,692 | $1.07M | 0.10% | +517+8.4% | Added |
| Wetherby Asset Management Inc | 6,681 | $1.07M | 0.06% | +76+1.2% | Added |
| Abbrea Capital, LLC | 6,638 | $1.06M | 0.14% | +600+9.9% | Added |
| Polar Asset Management Partners Inc. | 6,617 | $1.06M | 0.01% | +1,596+31.8% | Added |
| Naviter Wealth, LLC | 6,610 | $1.06M | 0.32% | +6,610 | New |
| Chiron Investment Management, LLC | 6,602 | $1.05M | 0.12% | +6,602 | New |
| Corient Capital Partners, LLC | 6,580 | $1.05M | 0.07% | +116+1.8% | Added |
| Boenning & Scattergood, Inc. | 6,549 | $1.05M | 0.17% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 6,517 | $1.04M | 0.84% | −840−11.4% | Reduced |
| New England Research & Management, Inc. | 6,500 | $1.04M | 0.50% | +700+12.1% | Added |
| Verition Fund Management LLC | 6,410 | $1.02M | 0.01% | +1,106+20.9% | Added |
| JLP Asset Management, LLC | 6,386 | $1.02M | 0.50% | −1,600−20.0% | Reduced |
| Duality Advisers, LP | 6,335 | $1.01M | 0.11% | −20,885−76.7% | Reduced |
| JT Stratford LLC | 6,322 | $1.01M | 0.28% | −713−10.1% | Reduced |
| Stamos Capital Partners, L.P. | 6,300 | $1.01M | 0.47% | +6,300 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,299 | $1.01M | 0.01% | −43−0.7% | Reduced |
| Greenwood Capital Associates LLC | 6,282 | $1.00M | 0.14% | +846+15.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 6,229 | $995.0K | 0.01% | −977−13.6% | Reduced |
| Fortem Financial Group, LLC | 6,141 | $981.0K | 0.45% | +389+6.8% | Added |
| Ausdal Financial Partners, Inc. | 6,104 | $975.0K | 0.13% | −229−3.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,096 | $974.0K | 0.02% | +3,124+105.1% | Added |
| Deseret Mutual Benefit Administrators | 5,982 | $956.0K | 0.16% | +77+1.3% | Added |
| Cresset Asset Management, LLC | 5,929 | $947.0K | 0.01% | −676−10.2% | Reduced |
| Boston Partners | 5,910 | $944.0K | 0.00% | −507−7.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,800 | $927.0K | 0.02% | +5,800 | New |
| Monetary Management Group Inc | 5,750 | $919.0K | 0.23% | +1,000+21.1% | Added |
| 1620 Investment Advisors, Inc. | 5,750 | $919.0K | 1.03% | +5,750 | New |
| Madison Wealth Management | 5,705 | $911.0K | 0.18% | −65−1.1% | Reduced |
| E. Ohman J:or Asset Management AB | 5,700 | $910.7K | 0.03% | −9,080−61.4% | Reduced |
| Integrated Wealth Concepts LLC | 5,678 | $907.0K | 0.03% | +5,678 | New |
| Seeyond | 5,673 | $906.0K | 0.08% | +3,962+231.6% | Added |
| Alps Advisors Inc | 5,668 | $906.0K | 0.01% | +5,668 | New |
| Renasant Bank | 5,657 | $904.0K | 0.62% | +858+17.9% | Added |
| Parallel Advisors, LLC | 5,654 | $903.0K | 0.03% | +1,489+35.8% | Added |
| Ieq Capital, LLC | 5,635 | $900.0K | 0.02% | −366−6.1% | Reduced |
| Bessemer Securities LLC | 5,631 | $900.0K | 0.24% | +1,481+35.7% | Added |
| Sigma Planning Corp | 5,621 | $898.0K | 0.03% | +96+1.7% | Added |
| Oxford Financial Group Ltd | 5,559 | $888.0K | 0.10% | +48+0.9% | Added |
| Chapman Investment Management, LLC | 5,538 | $885.0K | 0.40% | +340+6.5% | Added |
| Simmons Bank | 5,519 | $882.0K | 0.06% | +3,621+190.8% | Added |
| Hollencrest Capital Management | 5,516 | $881.0K | 0.07% | +100+1.8% | Added |
| IndexIQ Advisors LLC | 5,488 | $877.0K | 0.03% | −188−3.3% | Reduced |
| Affinity Investment Advisors, LLC | 5,451 | $871.0K | 0.35% | +1,098+25.2% | Added |
| IBM Retirement Fund | 5,429 | $867.0K | 0.11% | −3,806−41.2% | Reduced |
| DCM Advisors, LLC | 5,312 | $849.0K | 0.25% | +35+0.7% | Added |
| Worth Venture Partners, LLC | 5,300 | $847.0K | 0.42% | −300−5.4% | Reduced |
| American Portfolios Advisors | 5,299 | $846.6K | 0.03% | +790+17.5% | Added |
| Veriti Management LLC | 5,167 | $826.0K | 0.11% | −1,778−25.6% | Reduced |
| MidWestOne Financial Group, Inc. | 5,170 | $826.0K | 0.17% | +685+15.3% | Added |
| NewSquare Capital LLC | 5,156 | $824.0K | 0.09% | +5,156 | New |
| Legacy Capital Partners, Inc. | 5,085 | $812.0K | 0.26% | +915+21.9% | Added |
| MUFG Americas Holdings Corp | 5,058 | $808.0K | 0.02% | −3,343−39.8% | Reduced |
| American Assets Inc | 5,000 | $799.0K | 0.23% | 00.0% | Unchanged |
| Abeille Asset Management SA | 4,955 | $792.0K | 0.18% | +4,955 | New |
| FDx Advisors, Inc. | 4,929 | $788.0K | 0.02% | −131−2.6% | Reduced |
| Marino, Stram & Associates LLC | 4,912 | $785.0K | 0.24% | +322+7.0% | Added |
| Quadrature Capital Ltd | 4,907 | $784.0K | 0.04% | +4,907 | New |
| Cerro Pacific Wealth Advisors LLC | 4,894 | $782.0K | 0.50% | +4,894 | New |
| Keybank National Association | 4,865 | $777.0K | 0.00% | −931−16.1% | Reduced |
| Pitcairn Co | 4,862 | $777.0K | 0.05% | +468+10.7% | Added |
| Capital Investment Advisors, LLC | 4,850 | $775.0K | 0.02% | −3,670−43.1% | Reduced |
| Ritholtz Wealth Management | 4,832 | $772.0K | 0.05% | +1,447+42.7% | Added |
| Wedbush Securities Inc | 4,829 | $771.0K | 0.03% | −160−3.2% | Reduced |
| Harbor Investment Advisory, LLC | 4,821 | $770.0K | 0.10% | +3,422+244.6% | Added |
| First National Bank of Omaha | 4,810 | $768.0K | 0.04% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 4,757 | $760.0K | 0.01% | +2,282+92.2% | Added |
| Ascent Group, LLC | 5,171 | $760.0K | 0.10% | +5,171 | New |
| NEIRG Wealth Management, LLC | 4,753 | $759.0K | 0.15% | +4,753 | New |
| Moors & Cabot, Inc. | 4,713 | $753.0K | 0.05% | +1,469+45.3% | Added |
| Wexford Capital LP | 4,655 | $744.0K | 0.08% | +4,655 | New |
| Mystic Asset Management, Inc. | 4,662 | $744.0K | 0.35% | +4,662 | New |
| Retirement Planning Co of New England, Inc. | 4,642 | $741.0K | 0.36% | +4,642 | New |
| Glenmede Trust Co NA | 4,534 | $723.0K | 0.00% | +360+8.6% | Added |
| Sawtooth Solutions, LLC | 4,514 | $722.0K | 0.08% | +2,407+114.2% | Added |
| Element Wealth, LLC | 4,476 | $715.0K | 0.54% | +29+0.7% | Added |
| Compagnie Lombard Odier SCmA | 4,463 | $713.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,435 | $709.0K | 0.02% | +630+16.6% | Added |
| Trust Co | 4,434 | $708.0K | 0.17% | −332−7.0% | Reduced |
| Augustine Asset Management Inc | 4,424 | $707.0K | 0.35% | −10−0.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,416 | $706.0K | 0.00% | +4,416 | New |
| All Season Financial Advisors, Inc. | 4,396 | $702.0K | 0.49% | −659−13.0% | Reduced |
| Brinker Capital Investments, LLC | 4,394 | $702.0K | 0.01% | +2,232+103.2% | Added |
| Virtu Financial LLC | 4,362 | $697.0K | 0.07% | −288−6.2% | Reduced |
| Baldwin Investment Management, LLC | 4,350 | $695.0K | 0.18% | +4,350 | New |
| Ameritas Investment Partners, Inc. | 4,308 | $688.0K | 0.02% | −238−5.2% | Reduced |
| Nomura Holdings Inc | 4,272 | $683.0K | 0.00% | −9,832−69.7% | Reduced |
| Wintrust Investments LLC | 4,193 | $670.0K | 0.06% | −300−6.7% | Reduced |
| Park Avenue Securities LLC | 4,189 | $669.0K | 0.01% | +526+14.4% | Added |
| Signaturefd, LLC | 4,164 | $665.0K | 0.02% | +158+3.9% | Added |
| Intrua Financial, LLC | 4,138 | $661.0K | 0.12% | −385−8.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,122 | $659.0K | 0.12% | +4+0.1% | Added |
| Illinois Municipal Retirement Fund | 4,045 | $646.0K | 0.02% | 00.0% | Unchanged |
| American Investment Services, Inc. | 4,041 | $646.0K | 0.14% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4,036 | $645.0K | 0.10% | −103−2.5% | Reduced |
| Cerity Partners LLC | 4,034 | $645.0K | 0.01% | +4,034 | New |