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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.

Institutional holdersQ4 2021: 1,049 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ4 2021: $46.1B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$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.

Institutions holding SPG in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Highland Capital Management, LLC4,028$644.0K0.04%+1,000+33.0%Added
Moody National Bank Trust Division4,007$640.0K0.02%−5,123−56.1%Reduced
EJF Capital LLC4,000$639.0K0.06%00.0%Unchanged
Golden State Equity Partners3,991$638.0K0.32%+1,716+75.4%Added
Dearborn Partners LLC3,962$633.0K0.02%00.0%Unchanged
Heartland Bank & Trust Co3,957$632.0K0.47%−50−1.2%Reduced
CoreCap Advisors, LLC3,912$625.0K0.04%+3,912New
Belpointe Asset Management LLC3,905$624.0K0.04%−76−1.9%Reduced
TBH Global Asset Management, LLC3,870$618.0K0.13%+500+14.8%Added
Walleye Capital LLC3,836$613.0K0.02%−3,425−47.2%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main3,820$611.4K0.00%00.0%Unchanged
Coldstream Capital Management Inc3,799$607.0K0.02%+3,799New
Capasso Planning Partners LLC3,800$607.0K0.44%+3,800New
Gateway Advisory, LLC3,790$606.0K0.13%+34+0.9%Added
Raymond James Trust N.A.3,767$601.0K0.02%−140−3.6%Reduced
Laurel Wealth Advisors, Inc.3,735$597.0K0.05%+552+17.3%Added
Miracle Mile Advisors, LLC3,712$593.0K0.02%+200+5.7%Added
RS Crum Inc.3,709$593.0K0.33%+3,709New
XTX Topco Ltd3,712$593.0K0.34%+3,712New
FORA Capital, LLC3,701$591.0K0.23%−2,470−40.0%Reduced
Oak Grove Capital LLC3,700$591.0K0.12%00.0%Unchanged
Alpine Global Management, LLC3,697$591.0K0.09%+3,697New
Personal Cfo Solutions, LLC3,690$590.0K0.11%−45−1.2%Reduced
Blueprint Investment Partners LLC3,676$587.3K0.14%+465+14.5%Added
Conning Inc.3,671$587.0K0.02%−295−7.4%Reduced
Alpha Cubed Investments, LLC3,666$586.0K0.04%00.0%Unchanged
Mogy Joel R Investment Counsel Inc3,650$583.0K0.04%00.0%Unchanged
Tokio Marine Asset Management Co Ltd3,642$582.0K0.05%+249+7.3%Added
Level Four Advisory Services, LLC3,632$580.0K0.04%+674+22.8%Added
HighTower Trust Services, LTA3,619$578.0K0.06%+3,619New
Brown, Lisle/Cummings, Inc.3,610$576.8K0.29%+3,610New
MAI Capital Management3,589$573.0K0.01%−158−4.2%Reduced
Ninety One SA (PTY) Ltd3,571$572.0K0.17%00.0%Unchanged
Octavia Wealth Advisors, LLC3,570$570.0K0.12%+32+0.9%Added
Synovus Financial Corp3,569$570.0K0.01%+525+17.2%Added
Interchange Capital Partners, LLC3,560$568.0K0.57%+3,560New
Gilman Hill Asset Management, LLC3,547$567.0K0.13%+492+16.1%Added
Stonnington Group, LLC3,500$566.0K0.12%+400+12.9%Added
Cullen Capital Management LLC3,530$564.0K0.01%−554−13.6%Reduced
Eqis Capital Management, Inc.3,515$562.0K0.04%−676−16.1%Reduced
Boston Private Wealth LLC3,475$555.0K0.01%−6,239−64.2%Reduced
Hutchens & Kramer Investment Management Group, LLC4,169$554.0K0.35%+4,169New
CWM Advisors, LLC3,452$552.0K0.06%−53−1.5%Reduced
Avantax Advisory Services, Inc.3,456$552.0K0.01%+274+8.6%Added
NuWave Investment Management, LLC3,458$552.0K0.63%+1,095+46.3%Added
Spire Wealth Management3,443$550.0K0.01%+1,380+66.9%Added
TTP Investments, Inc.3,438$549.0K0.41%+3,438New
Diversified Trust Co3,431$548.0K0.02%+240+7.5%Added
Siemens Fonds Invest GmbH3,419$547.0K0.04%−1,216−26.2%Reduced
Camelot Portfolios, LLC3,407$544.0K0.22%+799+30.6%Added
Marietta Investment Partners LLC3,400$543.0K0.11%00.0%Unchanged
Joel Isaacson & Co., LLC3,396$543.0K0.04%00.0%Unchanged
Ghe, LLC3,385$541.0K0.42%+3,385New
Optimum Investment Advisors3,378$540.0K0.21%00.0%Unchanged
Gateway Investment Advisers LLC3,360$537.0K0.01%−98,119−96.7%Reduced
Cornerstone Advisory, LLC3,361$537.0K0.08%−1,387−29.2%Reduced
Stock Yards Bank & Trust Co3,342$534.0K0.03%+3,342New
Element Pointe Advisors, LLC3,333$533.0K0.16%−1,667−33.3%Reduced
Invst, LLC3,966$532.0K0.08%+1,002+33.8%Added
AllSquare Wealth Management LLC3,325$531.0K0.31%−100−2.9%Reduced
Supplemental Annuity Collective Trust of NJ3,300$527.0K0.16%00.0%Unchanged
Lederer & Associates Investment Counsel3,267$522.0K0.30%+686+26.6%Added
Kirr Marbach & Co LLC3,260$521.0K0.14%−550−14.4%Reduced
Silvercrest Asset Management Group LLC3,250$519.0K0.00%00.0%Unchanged
Meristem Family Wealth, LLC3,247$519.0K0.04%+287+9.7%Added
Rothschild Investment Corp3,248$519.0K0.04%+625+23.8%Added
MSH Capital Advisors LLC3,230$516.0K0.23%+3,230New
Reuter James Wealth Management, LLC3,225$515.0K0.20%+3,225New
Coco Enterprises, LLC3,202$512.0K0.40%+2+0.1%Added
Twin Capital Management Inc3,185$509.0K0.05%+3,185New
J.W. Cole Advisors, Inc.3,171$507.0K0.03%−683−17.7%Reduced
Salem Investment Counselors Inc3,150$503.0K0.02%00.0%Unchanged
Penserra Capital Management LLC3,141$501.0K0.01%+1,157+58.3%Added
Manchester Capital Management LLC3,117$498.0K0.07%+10+0.3%Added
Cohen Klingenstein LLC3,100$495.0K0.02%00.0%Unchanged
Bradley Foster & Sargent Inc3,101$495.0K0.01%+200+6.9%Added
Trust Co of Vermont3,082$492.0K0.03%00.0%Unchanged
Alta Wealth Advisors LLC3,079$492.0K0.30%+375+13.9%Added
Sage Investment Advisers LLC3,060$489.0K0.63%+3,060New
Founders Capital Management3,020$483.0K0.31%00.0%Unchanged
Bokf, NA3,006$480.0K0.01%+103+3.5%Added
Sentry Investment Management LLC3,004$480.0K0.13%+172+6.1%Added
Westover Capital Advisors, LLC3,000$479.0K0.14%00.0%Unchanged
Arkadios Wealth Advisors2,993$478.0K0.06%−326−9.8%Reduced
Moody Lynn & Lieberson, LLC2,934$469.0K0.03%+434+17.4%Added
Newbridge Financial Services Group, Inc.2,926$468.0K0.22%+196+7.2%Added
Sofos Investments, Inc.1,600$467.0K0.04%+1,597+53,233.3%Added
Stevens Capital Management LP2,898$463.0K0.11%+2,898New
CAPROCK Group, Inc.2,888$461.0K0.04%+1,001+53.0%Added
Ci Investments Inc.2,874$459.0K0.00%+2,834+7,085.0%Added
Prospera Financial Services Inc2,874$458.0K0.02%−231−7.4%Reduced
Metis Global Partners, LLC2,868$458.0K0.13%+2,868New
Clarius Group, LLC2,862$457.0K0.04%+93+3.4%Added
Market Street Wealth Management Advisors LLC2,823$451.0K0.15%+193+7.3%Added
Dorsey Wright & Associates2,782$444.0K0.09%−10−0.4%Reduced
Asset Management Resources, LLC2,771$443.0K0.39%+2,771New
Lafayette Investments, Inc.2,750$439.0K0.11%00.0%Unchanged
Shelton Capital Management2,735$437.0K0.02%+110+4.2%Added
Jackson Square Capital, LLC2,728$436.0K0.13%00.0%Unchanged
J. Goldman & Co LP2,708$433.0K0.04%+2,708New