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Livermore
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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
IFG Advisory, LLC2,707$432.0K0.04%00.0%Unchanged
Umb Bank N A2,687$429.0K0.01%+463+20.8%Added
Two Sigma Securities, LLC2,678$428.0K0.08%+2,678New
Intrust Bank NA2,660$425.0K0.05%−56−2.1%Reduced
TD Private Client Wealth LLC2,654$424.0K0.02%−127−4.6%Reduced
Savant Capital, LLC2,652$424.0K0.01%+360+15.7%Added
Horizon Investments, LLC2,644$422.0K0.01%−2,595−49.5%Reduced
J2 Capital Management Inc2,629$420.0K0.40%+2,629New
Alpha Omega Wealth Management LLC2,568$419.0K0.06%−1,198−31.8%Reduced
MBB Public Markets I LLC2,594$414.0K0.01%+2,594New
Quadrant Capital Group LLC2,577$412.0K0.05%+31+1.2%Added
Stratos Wealth Advisors, LLC2,579$412.0K0.03%+236+10.1%Added
Renaissance Group LLC2,557$409.0K0.02%00.0%Unchanged
Gamco Investors, Inc. Et Al2,558$409.0K0.00%+453+21.5%Added
Flower City Capital2,536$405.0K0.39%+2,536New
Pinnacle Associates Ltd2,522$403.0K0.01%−6−0.2%Reduced
EPG Wealth Management LLC2,514$402.0K0.14%+2,514New
Coastline Trust Co2,500$399.0K0.05%00.0%Unchanged
Financial Sense Advisors, Inc.2,500$399.0K0.14%00.0%Unchanged
Merrion Investment Management Co, LLC2,500$399.0K0.29%+500+25.0%Added
Gabelli Funds LLC2,500$399.0K0.00%+2,500New
Ninepoint Partners LP2,476$396.0K0.15%+221+9.8%Added
Strategic Wealth Designers2,465$394.0K0.10%+65+2.7%Added
Livforsakringsbolaget Skandia, Omsesidigt2,444$390.0K0.02%−1,600−39.6%Reduced
RMR Wealth Builders2,436$389.0K0.11%−1,286−34.6%Reduced
First National Bank Sioux Falls2,415$386.0K0.41%00.0%Unchanged
M&G Investment Management Ltd2,405$385.0K0.00%−92,787−97.5%Reduced
Orion Portfolio Solutions, LLC2,406$384.0K0.01%+68+2.9%Added
Checchi Capital Advisers, LLC2,395$383.0K0.04%+63+2.7%Added
Assenagon Asset Management S.A.2,375$379.0K0.00%−228−8.8%Reduced
Accuvest Global Advisors2,362$377.0K0.17%+2,362New
Buckingham Strategic Wealth, LLC2,355$376.0K0.01%−126−5.1%Reduced
Signature Wealth Management Partners, LLC2,341$374.0K0.32%+200+9.3%Added
Godshalk Welsh Capital Management, Inc.2,325$371.0K0.21%00.0%Unchanged
Mirador Capital Partners LP2,311$369.0K0.08%+669+40.7%Added
Versor Investments LP2,309$369.0K0.01%+2,309New
Schechter Investment Advisors, LLC2,278$364.0K0.03%+2,278New
Proficio Capital Partners LLC2,261$361.0K0.05%−37−1.6%Reduced
KMG Fiduciary Partners, LLC2,251$360.0K0.06%+198+9.6%Added
Boston Family Office LLC2,252$360.0K0.02%+328+17.0%Added
Engine No. 1 LLC2,249$359.0K0.07%+475+26.8%Added
Brown Advisory Inc2,226$356.0K0.00%+69+3.2%Added
Atlas Capital Advisors LLC2,218$354.4K0.05%+1,034+87.3%Added
Rockland Trust Co2,216$354.0K0.02%+20+0.9%Added
Edmp, Inc.2,212$353.0K0.35%+79+3.7%Added
Cladis Investment Advisory, LLC2,200$351.5K0.28%+2,200New
First Dallas Securities Inc.2,200$351.0K0.23%00.0%Unchanged
Schulhoff & Co Inc2,200$351.0K0.14%00.0%Unchanged
Journey Strategic Wealth LLC2,190$350.0K0.04%+2,190New
Evoke Wealth, LLC2,184$349.0K0.01%00.0%Unchanged
Convergence Investment Partners, LLC2,176$348.0K0.18%+583+36.6%Added
Arete Wealth Advisors, LLC2,143$343.0K0.03%+286+15.4%Added
Stiles Financial Services Inc2,136$341.0K0.16%+2,136New
Minot Wealth Management LLC2,123$339.0K0.07%+84+4.1%Added
Whalerock Point Partners, LLC2,119$338.6K0.12%00.0%Unchanged
First Affirmative Financial Network2,117$338.0K0.31%+132+6.6%Added
Congress Wealth Management LLC2,097$335.0K0.01%+2,097New
SkyView Investment Advisors, LLC11,823$332.0K0.07%+11,823New
Focused Wealth Management, Inc2,066$330.0K0.05%00.0%Unchanged
Johnson Investment Counsel Inc2,068$330.0K0.00%+2,068New
Change Path, LLC2,062$329.0K0.02%+378+22.4%Added
Kercheville Advisors, LLC2,050$328.0K0.14%+2,050New
Dorsey & Whitney Trust CO LLC2,070$327.0K0.03%+393+23.4%Added
Sequoia Financial Advisors, LLC2,039$326.0K0.01%+2,039New
Crescent Grove Advisors, LLC2,040$326.0K0.03%+2,040New
CIBC Private Wealth Group, LLC2,024$323.0K0.00%+2,024New
Rehmann Capital Advisory Group2,013$321.7K0.03%+40+2.0%Added
Tobam2,001$320.0K0.01%−3,602−64.3%Reduced
American National Insurance Co1,986$317.0K0.07%−8,260−80.6%Reduced
Kore Private Wealth LLC1,982$317.0K0.04%−1,280−39.2%Reduced
Coastal Bridge Advisors, LLC1,988$317.0K0.07%+1,988New
Laidlaw Wealth Management LLC1,982$317.0K0.05%+1,982New
Mutual Advisors, LLC1,978$316.0K0.02%+67+3.5%Added
Paradigm Financial Partners, LLC1,963$314.0K0.07%+11+0.6%Added
First Horizon Advisors, Inc.1,950$312.0K0.01%−18−0.9%Reduced
KB Financial Partners, LLC1,955$312.0K0.09%+1,955New
Regent Peak Wealth Advisors LLC1,946$311.0K0.08%+4+0.2%Added
Patten Group, Inc.1,940$310.0K0.08%+35+1.8%Added
Affinity Wealth Management LLC2,038$309.0K0.06%−13−0.6%Reduced
Braun-Bostich & Associates Inc.2,038$309.0K0.07%+2,038New
Integrated Advisors Network LLC1,923$307.0K0.02%+217+12.7%Added
Investors Research Corp1,914$306.0K0.09%−250−11.6%Reduced
NBT Bank N A1,900$304.0K0.04%00.0%Unchanged
Bellecapital International Ltd.1,900$304.0K0.09%00.0%Unchanged
Regal Investment Advisors LLC1,883$301.0K0.03%+1,883New
American State Bank (Iowa)1,882$300.7K0.21%00.0%Unchanged
UBP Investment Advisors SA1,900$300.0K0.11%00.0%Unchanged
Valley Forge Investment Consultants Inc Adv1,879$300.0K0.13%00.0%Unchanged
American National Registered Investment Advisor, Inc.1,880$300.0K0.10%00.0%Unchanged
AIA Group Ltd1,872$299.0K0.01%−7,321−79.6%Reduced
Waddell & Associates, LLC1,872$299.0K0.05%+30+1.6%Added
Carnegie Capital Asset Management, LLC1,864$298.0K0.01%−1,130−37.7%Reduced
People's United Financial, Inc.1,863$298.0K0.01%+1,863New
Kistler-Tiffany Companies, LLC1,854$296.0K0.06%+5+0.3%Added
Griffin Asset Management, Inc.1,850$296.0K0.04%+1,850New
Harvest Investment Services, LLC1,840$293.0K0.12%−9−0.5%Reduced
Liberty One Investment Management, LLC1,809$289.0K0.04%−1,691−48.3%Reduced
Prudent Man Advisors, LLC1,806$289.0K0.11%−393−17.9%Reduced
Modera Wealth Management, LLC1,810$289.0K0.01%+1,810New
Davenport & Co LLC1,805$288.0K0.00%−1,900−51.3%Reduced