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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
Warther Private Wealth, LLC1,796$288.0K0.21%+72+4.2%Added
Clearwater Capital Advisors, LLC1,800$288.0K0.03%+1,800New
Cabot Wealth Management Inc1,795$287.0K0.04%−50−2.7%Reduced
Geneos Wealth Management Inc.1,780$284.0K0.01%−373−17.3%Reduced
Ballentine Partners, LLC1,775$284.0K0.01%+51+3.0%Added
Wakefield Asset Management LLLP1,765$282.0K0.10%+1,765New
Secure Asset Management, LLC1,753$280.0K0.11%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,752$280.0K0.01%+1,752New
Guardian Capital LP1,745$279.0K0.01%+1,745New
Sloy Dahl & Holst, LLC2,139$278.0K0.06%00.0%Unchanged
BDO Wealth Advisors, LLC1,743$278.0K0.03%−75−4.1%Reduced
Washington Trust Bank1,740$278.0K0.03%00.0%Unchanged
Vicus Capital1,841$273.0K0.03%−445−19.5%Reduced
Benchmark Investment Advisors LLC1,700$272.0K0.22%+1,700New
Ford Financial Group, LLC1,690$270.0K0.09%+70+4.3%Added
International Assets Investment Management, LLC1,670$267.0K0.05%+63+3.9%Added
Hodges Capital Management Inc.1,668$266.0K0.02%+1,668New
Novare Capital Management LLC1,658$265.0K0.03%−663−28.6%Reduced
BOK Financial Private Wealth, Inc.1,659$265.0K0.02%+1,659New
DRW Securities, LLC1,632$261.0K0.02%−844−34.1%Reduced
Hancock Whitney Investment Services Inc.1,640$260.0K0.05%+1,640New
Harbour Capital Advisors, LLC1,620$259.0K0.06%+1,620New
Avestar Capital, LLC1,606$257.0K0.05%00.0%Unchanged
G2 Capital Management, LLC1,608$257.0K0.10%+1,608New
Dividend Assets Capital, LLC1,600$256.0K0.05%00.0%Unchanged
HB Wealth Management, LLC1,595$255.0K0.01%+1,595New
Financial Advisory Corp1,576$252.0K0.12%+3+0.2%Added
Kaizen Financial Strategies1,573$251.0K0.19%+12+0.8%Added
Good Life Advisors, LLC1,563$250.0K0.03%−135−8.0%Reduced
Hutchinson Capital Management1,539$246.0K0.05%−185−10.7%Reduced
Burleson & Company, LLC1,541$246.0K0.04%00.0%Unchanged
Indie Asset Partners, LLC1,538$246.0K0.18%+1,538New
Group One Trading, L.P.1,529$244.0K0.00%−21,793−93.4%Reduced
One Wealth Advisors, LLC1,516$242.0K0.06%+1,516New
Pinnacle Wealth Planning Services, Inc.1,516$242.0K0.05%+1,516New
Excalibur Management Corp1,502$240.0K0.10%−1,564−51.0%Reduced
Sunbelt Securities, Inc.1,692$240.0K0.04%−224−11.7%Reduced
S. R. Schill & Associates1,500$240.0K0.10%+1,500New
CWM, LLC1,495$239.0K0.00%+1,495New
IFP Advisors, Inc1,474$238.0K0.00%−379−20.5%Reduced
Comerica Securities,inc.1,492$238.0K0.02%+1,492New
Graham Capital Management, L.P.1,492$238.0K0.01%+1,492New
Howard Capital Management Group, LLC1,490$238.0K0.02%+1,490New
IPG Investment Advisors LLC1,480$237.0K0.04%+1,480New
Mission Wealth Management, LP1,478$236.0K0.01%−1,354−47.8%Reduced
Claro Advisors LLC1,475$236.0K0.08%+1,475New
First National Bank1,470$235.0K0.20%+1,470New
Ziegler Capital Management, LLC1,473$235.0K0.01%+1,473New
Independent Solutions Wealth Management, LLC1,468$234.5K0.06%+1,468New
Schwarz Dygos Wheeler Investment Advisors LLC1,467$234.0K0.08%+1,467New
Washington Trust Co1,459$233.0K0.01%+4+0.3%Added
Cherry Creek Investment Advisors, Inc.1,444$231.0K0.14%+1,444New
Regentatlantic Capital LLC1,439$230.0K0.01%+1,439New
Virtue Capital Management, LLC1,417$226.0K0.03%+1,417New
C2C Wealth Management, LLC1,407$225.0K0.03%+1,407New
Coastal Investment Advisors, Inc.1,388$222.0K0.05%+1,388New
Logan Capital Management Inc1,380$221.0K0.01%+1,271+1,166.1%Added
Wealthspire Advisors, LLC1,385$221.0K0.00%+1,385New
Autumn Glory Partners, LLC1,375$220.0K0.09%+1,375New
Moneta Group Investment Advisors LLC1,371$219.0K0.01%+1,371New
Apollon Wealth Management, LLC1,372$219.0K0.02%+1,372New
Mather Group, LLC.1,362$218.0K0.00%+1,362New
Brave Asset Management Inc1,358$217.0K0.06%+1,358New
Sage Mountain Advisors LLC1,358$217.0K0.03%+1,358New
Trinity Legacy Partners, LLC1,349$216.0K0.07%+1,349New
BKD Wealth Advisors, LLC1,346$215.0K0.01%+1,346New
JB Capital LLC1,339$214.0K0.02%+1,339New
Chilton Capital Management LLC1,324$212.0K0.01%+1,324New
Connecticut Wealth Management, LLC1,326$212.0K0.02%+1,326New
NCM Capital Management, LLC1,328$212.0K0.19%+1,328New
GFG Capital, LLC1,308$209.0K0.06%+1,308New
Clientfirst Wealth Management, LLC1,593$209.0K0.19%+1,593New
Leonteq Securities AG1,300$207.7K0.01%−3,529−73.1%Reduced
XR Securities LLC1,290$206.0K0.02%+1,290New
West Family Investments, Inc.1,289$206.0K0.06%+1,289New
Firestone Capital Management1,280$205.0K0.06%00.0%Unchanged
Cypress Capital Group1,286$205.0K0.03%+1,286New
Regions Financial Corp1,282$204.0K0.00%+1,282New
Benjamin F. Edwards & Company, Inc.1,269$203.0K0.01%+896+240.2%Added
TAP Consulting, LLC1,270$203.0K0.05%+1,270New
Longfellow Investment Management Co LLC1,261$202.0K0.03%00.0%Unchanged
Lindbrook Capital, LLC1,266$202.0K0.03%+543+75.1%Added
Chelsea Counsel Co1,263$202.0K0.09%+1,263New
Greenwich Wealth Management LLC1,264$202.0K0.02%+1,264New
Stelac Advisory Services LLC1,208$193.0K0.05%−4,340−78.2%Reduced
Cambridge Trust Co1,210$193.0K0.01%+1,210New
State of Wyoming1,185$189.0K0.09%+218+22.5%Added
Koshinski Asset Management, Inc.1,089$174.0K0.01%+870+397.3%Added
Desjardins Global Asset Management Inc.1,051$167.0K0.01%+1,051New
Rowland & Co Investment Counsel1,045$167.0K0.04%+1,045New
Activest Wealth Management1,005$161.0K0.10%00.0%Unchanged
Vestor Capital, LLC1,000$160.0K0.02%00.0%Unchanged
Benjamin Edwards Inc1,000$160.0K0.05%00.0%Unchanged
Rosenberg Matthew Hamilton985$157.0K0.06%+123+14.3%Added
North Star Investment Management Corp.930$149.0K0.01%+830+830.0%Added
Kozak & Associates, Inc.1,015$135.0K0.09%+1+0.1%Added
Motco847$135.0K0.01%−59−6.5%Reduced
Covestor Ltd843$135.0K0.19%+843New
Central Trust Co825$132.0K0.00%+10+1.2%Added
Cullen/Frost Bankers, Inc.808$129.0K0.00%00.0%Unchanged