Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
In the last 90 days, Simon Property Group Inc. insiders filed 11 open-market purchases and 0 sales; 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, Q1 2022
Institutional positions in Simon Property Group Inc. as of Mar 31, 2022. 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
- 1,012
- −29 vs. Q4 2021
- Shares held
- 286.8M
- −2.04M (−0.7%) vs. Q4 2021
- Total value
- $37.6B
- −$8.41B (−18.3%) vs. Q4 2021
- New holders
- 104
- 408 more added
- Sold out
- 133
- 354 more reduced
8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tyler-Stone Wealth Management | 238 | $31.0K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 276 | $36.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 272 | $36.0K | 0.01% | +81+42.4% | Added |
| SOA Wealth Advisors, LLC. | 294 | $38.0K | 0.01% | +280+2,000.0% | Added |
| Riverview Trust Co | 286 | $38.0K | 0.03% | +286 | New |
| Quent Capital, LLC | 293 | $39.0K | 0.01% | −36−10.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 300 | $39.0K | 0.02% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 295 | $39.0K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 303 | $40.0K | 0.02% | +3+1.0% | Added |
| AlphaMark Advisors, LLC | 315 | $41.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 315 | $41.0K | 0.00% | +4+1.3% | Added |
| Anchor Investment Management, LLC | 325 | $42.8K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 336 | $44.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 339 | $45.0K | 0.01% | −21−5.8% | Reduced |
| American National Bank | 341 | $45.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 440 | $47.0K | 0.00% | +440 | New |
| Hudock, Inc. | 368 | $48.0K | 0.01% | +250+211.9% | Added |
| Exane Derivatives | 371 | $48.8K | 0.01% | −200−35.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 370 | $49.0K | 0.00% | −5,430−93.6% | Reduced |
| Glassman Wealth Services | 377 | $50.0K | 0.01% | +67+21.6% | Added |
| HHM Wealth Advisors, LLC | 387 | $51.0K | 0.01% | +387 | New |
| Jones Financial Companies LLLP | 400 | $53.0K | 0.00% | −262−39.6% | Reduced |
| MV Capital Management, Inc. | 406 | $53.0K | 0.01% | +4+1.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 412 | $54.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 430 | $56.0K | 0.00% | +3+0.7% | Added |
| Selective Wealth Management, Inc. | 442 | $58.0K | 0.02% | +442 | New |
| TCWP LLC | 449 | $59.0K | 0.01% | +449 | New |
| Massmutual Trust Co FSB | 453 | $60.0K | 0.00% | −116−20.4% | Reduced |
| Hantz Financial Services, Inc. | 471 | $62.0K | 0.00% | +471 | New |
| Costello Asset Management, INC | 508 | $67.0K | 0.05% | +1+0.2% | Added |
| Fortitude Advisory Group L.L.C. | 542 | $71.0K | 0.04% | +53+10.8% | Added |
| Clearstead Advisors, LLC | 538 | $71.0K | 0.00% | +237+78.7% | Added |
| Allworth Financial LP | 556 | $73.0K | 0.00% | +550+9,166.7% | Added |
| Howe & Rusling Inc | 565 | $74.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 571 | $76.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 624 | $82.0K | 0.00% | −58−8.5% | Reduced |
| US Asset Management LLC | 626 | $82.0K | 0.08% | +626 | New |
| Parkside Financial Bank & Trust | 638 | $84.0K | 0.02% | +93+17.1% | Added |
| First Financial Corp | 640 | $84.0K | 0.05% | +175+37.6% | Added |
| Capital Analysts, LLC | 651 | $86.0K | 0.01% | −54−7.7% | Reduced |
| CVA Family Office, LLC | 700 | $92.0K | 0.02% | +175+33.3% | Added |
| PFG Private Wealth Management, LLC | 752 | $99.0K | 0.05% | +732+3,660.0% | Added |
| Covington Capital Management | 763 | $100.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 775 | $102.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 783 | $103.0K | 0.03% | 00.0% | Unchanged |
| Private Capital Group, LLC | 792 | $104.0K | 0.02% | +40+5.3% | Added |
| Cullen/Frost Bankers, Inc. | 800 | $105.0K | 0.00% | −8−1.0% | Reduced |
| Front Row Advisors LLC | 800 | $105.0K | 0.04% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 821 | $108.0K | 0.02% | +230+38.9% | Added |
| Trust Co | 829 | $109.0K | 0.02% | −3,605−81.3% | Reduced |
| Motco | 830 | $109.0K | 0.01% | −17−2.0% | Reduced |
| North Star Investment Management Corp. | 930 | $122.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 933 | $123.0K | 0.01% | +243+35.2% | Added |
| Money Concepts Capital Corp | 957 | $126.0K | 0.01% | +957 | New |
| Central Trust Co | 980 | $129.0K | 0.00% | +155+18.8% | Added |
| Desjardins Global Asset Management Inc. | 991 | $130.0K | 0.01% | −60−5.7% | Reduced |
| First Manhattan Co | 1,000 | $131.0K | 0.00% | +750+300.0% | Added |
| Activest Wealth Management | 1,005 | $132.0K | 0.08% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,000 | $132.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,000 | $132.0K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 1,020 | $134.0K | 0.07% | −165−13.9% | Reduced |
| Kozak & Associates, Inc. | 1,015 | $135.0K | 0.09% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,039 | $137.0K | 0.05% | +54+5.5% | Added |
| Rowland & Co Investment Counsel | 1,045 | $137.5K | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,099 | $144.6K | 0.01% | +10+0.9% | Added |
| Cambridge Trust Co | 1,175 | $155.0K | 0.01% | −35−2.9% | Reduced |
| Stelac Advisory Services LLC | 1,208 | $159.0K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 1,207 | $159.0K | 0.11% | +364+43.2% | Added |
| Longfellow Investment Management Co LLC | 1,261 | $166.0K | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,272 | $167.0K | 0.01% | −108−7.8% | Reduced |
| Lindbrook Capital, LLC | 1,287 | $169.0K | 0.03% | +21+1.7% | Added |
| Washington Trust Co | 1,455 | $191.0K | 0.01% | −4−0.3% | Reduced |
| Level Four Advisory Services, LLC | 1,531 | $201.0K | 0.02% | −2,101−57.8% | Reduced |
| My Legacy Advisors, LLC | 1,529 | $201.0K | 0.09% | +1,529 | New |
| Atlas Capital Advisors LLC | 1,534 | $201.8K | 0.03% | −684−30.8% | Reduced |
| Boston Financial Mangement LLC | 1,535 | $202.0K | 0.01% | +1,535 | New |
| Burleson & Company, LLC | 1,541 | $203.0K | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,560 | $205.0K | 0.03% | +1,560 | New |
| Ford Financial Group, LLC | 1,573 | $206.0K | 0.08% | −117−6.9% | Reduced |
| Tobam | 1,577 | $207.0K | 0.01% | −424−21.2% | Reduced |
| Indie Asset Partners, LLC | 1,573 | $207.0K | 0.16% | +35+2.3% | Added |
| Kaizen Financial Strategies | 1,589 | $209.0K | 0.16% | +16+1.0% | Added |
| Clientfirst Wealth Management, LLC | 1,593 | $209.0K | 0.19% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,600 | $210.0K | 0.04% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 1,618 | $213.0K | 0.06% | +1,618 | New |
| Buckingham Strategic Wealth, LLC | 1,653 | $218.0K | 0.00% | −702−29.8% | Reduced |
| Avestar Capital, LLC | 1,658 | $218.0K | 0.04% | +52+3.2% | Added |
| Personal Capital Advisors Corp | 1,663 | $219.0K | 0.00% | +1,663 | New |
| Fort Point Capital Partners LLC | 1,672 | $220.0K | 0.03% | +1,672 | New |
| Measured Wealth Private Client Group, LLC | 1,675 | $220.0K | 0.08% | +1,675 | New |
| Warther Private Wealth, LLC | 1,659 | $221.0K | 0.14% | −137−7.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,683 | $222.0K | 0.01% | −69−3.9% | Reduced |
| Affinity Wealth Management LLC | 1,762 | $227.0K | 0.05% | −276−13.5% | Reduced |
| BFT Financial Group, LLC | 1,722 | $227.0K | 0.04% | +1,722 | New |
| CIBC Private Wealth Group, LLC | 1,739 | $229.0K | 0.00% | −285−14.1% | Reduced |
| Coastline Trust Co | 1,750 | $230.0K | 0.03% | −750−30.0% | Reduced |
| BDO Wealth Advisors, LLC | 1,747 | $230.0K | 0.02% | +4+0.2% | Added |
| International Assets Investment Management, LLC | 1,747 | $230.0K | 0.04% | +77+4.6% | Added |
| Good Life Advisors, LLC | 1,759 | $231.0K | 0.03% | +196+12.5% | Added |
| Mission Wealth Management, LP | 1,759 | $231.0K | 0.01% | +281+19.0% | Added |