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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.

Institutional holdersQ1 2022: 1,012 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 heldQ1 2022: $37.6B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q4 2021.

Institutions holding SPG in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Thompson Investment Management, Inc.1,761$232.0K0.03%−34,071−95.1%Reduced
BOK Financial Private Wealth, Inc.1,762$232.0K0.02%+103+6.2%Added
Prudent Man Advisors, LLC1,794$236.0K0.10%−12−0.7%Reduced
Cabot Wealth Management Inc1,795$236.0K0.03%00.0%Unchanged
Claro Advisors LLC1,475$236.0K0.08%00.0%Unchanged
Clearwater Capital Advisors, LLC1,800$237.0K0.03%00.0%Unchanged
Enlightenment Research, LLC1,800$237.0K0.32%+1,800New
Welch Group, LLC1,809$238.0K0.01%+1,809New
Modera Wealth Management, LLC1,822$240.0K0.01%+12+0.7%Added
AdvisorNet Financial, Inc1,841$242.0K0.02%+1,241+206.8%Added
Ballentine Partners, LLC1,856$243.0K0.01%+81+4.6%Added
Carnegie Capital Asset Management, LLC1,864$245.0K0.01%00.0%Unchanged
Apollon Wealth Management, LLC1,865$245.0K0.02%+493+35.9%Added
Cladis Investment Advisory, LLC2,100$245.5K0.20%−100−4.5%Reduced
Regal Investment Advisors LLC1,864$246.0K0.02%−19−1.0%Reduced
Waddell & Associates, LLC1,872$246.0K0.04%00.0%Unchanged
Valley Forge Investment Consultants Inc Adv1,879$247.0K0.10%00.0%Unchanged
American National Registered Investment Advisor, Inc.1,880$247.0K0.09%00.0%Unchanged
American State Bank (Iowa)1,882$247.6K0.17%00.0%Unchanged
Comerica Securities,inc.1,883$248.0K0.02%+391+26.2%Added
Kistler-Tiffany Companies, LLC1,894$249.0K0.05%+40+2.2%Added
NBT Bank N A1,900$250.0K0.03%00.0%Unchanged
Bellecapital International Ltd.1,900$250.0K0.08%00.0%Unchanged
Sterling Investment Counsel, LLC1,901$250.0K0.17%+1,901New
Patten Group, Inc.1,940$255.0K0.07%00.0%Unchanged
Regent Peak Wealth Advisors LLC1,959$258.0K0.07%+13+0.7%Added
Washington Trust Bank1,962$258.0K0.03%+222+12.8%Added
Vicus Capital1,958$258.0K0.03%+117+6.4%Added
Alpine Global Management, LLC1,966$259.0K0.07%−1,731−46.8%Reduced
Dorsey & Whitney Trust CO LLC1,978$260.0K0.02%−92−4.4%Reduced
Rehmann Capital Advisory Group1,978$260.3K0.02%−35−1.7%Reduced
American National Insurance Co1,986$261.0K0.07%00.0%Unchanged
Coastal Bridge Advisors, LLC1,987$261.0K0.06%−1−0.1%Reduced
Gabelli Funds LLC2,000$263.0K0.00%−500−20.0%Reduced
Covenant Asset Management, LLC2,000$263.0K0.08%+2,000New
Sawtooth Solutions, LLC2,016$265.0K0.03%−2,498−55.3%Reduced
Mutual Advisors, LLC2,014$265.0K0.01%+36+1.8%Added
First National Bank2,020$266.0K0.24%+550+37.4%Added
Regions Financial Corp2,019$266.0K0.00%+737+57.5%Added
Ninepoint Partners LP2,028$267.0K0.06%−448−18.1%Reduced
Minot Wealth Management LLC2,028$267.0K0.06%−95−4.5%Reduced
Congress Wealth Management LLC2,060$270.0K0.01%−37−1.8%Reduced
First Affirmative Financial Network2,071$272.0K0.26%−46−2.2%Reduced
Focused Wealth Management, Inc2,067$272.0K0.04%+10.0%Added
Kercheville Advisors, LLC2,100$276.0K0.13%+50+2.4%Added
Whalerock Point Partners, LLC2,119$278.8K0.10%00.0%Unchanged
Zeke Capital Advisors, LLC2,118$279.0K0.01%+2,118New
Sloy Dahl & Holst, LLC2,139$281.0K0.05%00.0%Unchanged
CWM, LLC2,137$281.0K0.00%+642+42.9%Added
Manchester Capital Management LLC2,152$283.0K0.04%−965−31.0%Reduced
First Dallas Securities Inc.2,150$283.0K0.16%−50−2.3%Reduced
Novare Capital Management LLC2,160$284.0K0.03%+502+30.3%Added
IFG Advisory, LLC2,177$286.0K0.03%−530−19.6%Reduced
Schulhoff & Co Inc2,200$289.0K0.12%00.0%Unchanged
Greenwich Wealth Management LLC2,194$289.0K0.03%+930+73.6%Added
Morse Asset Management, Inc2,203$290.0K0.07%−10,545−82.7%Reduced
Rockland Trust Co2,216$291.0K0.02%00.0%Unchanged
Edmp, Inc.2,212$291.0K0.27%00.0%Unchanged
Financial Advocates Investment Management2,215$292.0K0.02%+2,215New
Hilltop Holdings Inc.2,237$294.0K0.03%+2,237New
J.W. Cole Advisors, Inc.2,239$295.0K0.02%−932−29.4%Reduced
Brown Brothers Harriman & Co2,242$295.0K0.00%+2,006+850.0%Added
MBL Wealth, LLC2,240$295.0K0.07%+2,240New
Blueprint Investment Partners LLC2,252$296.0K0.08%−1,424−38.7%Reduced
Journey Strategic Wealth LLC2,280$300.0K0.03%+90+4.1%Added
Arete Wealth Advisors, LLC2,290$301.0K0.03%+147+6.9%Added
Integrated Wealth Concepts LLC2,293$302.0K0.01%−3,385−59.6%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,300$302.6K0.00%−1,520−39.8%Reduced
Options Solutions, LLC2,307$304.0K0.32%+2,307New
Assenagon Asset Management S.A.2,320$305.0K0.00%−55−2.3%Reduced
Godshalk Welsh Capital Management, Inc.2,325$306.0K0.19%00.0%Unchanged
Mirador Capital Partners LP2,328$306.0K0.06%+17+0.7%Added
Stock Yards Bank & Trust Co2,334$307.0K0.02%−1,008−30.2%Reduced
Signature Wealth Management Partners, LLC2,341$308.0K0.26%00.0%Unchanged
Private Capital Management LLC2,349$309.0K0.10%+2,349New
Stiles Financial Services Inc2,234$310.0K0.16%+98+4.6%Added
First Horizon Advisors, Inc.2,377$313.0K0.02%+427+21.9%Added
First National Bank Sioux Falls2,415$318.0K0.33%00.0%Unchanged
Sunbelt Securities, Inc.2,362$318.0K0.06%+670+39.6%Added
Pinnacle Associates Ltd2,440$321.0K0.01%−82−3.3%Reduced
Livforsakringsbolaget Skandia, Omsesidigt2,444$322.0K0.02%00.0%Unchanged
Center For Asset Management LLC2,446$322.0K0.25%+2,446New
EPG Wealth Management LLC2,471$325.0K0.11%−43−1.7%Reduced
Strategic Wealth Designers2,473$325.0K0.08%+8+0.3%Added
Schechter Investment Advisors, LLC2,469$325.0K0.03%+191+8.4%Added
Stratos Wealth Advisors, LLC2,485$327.0K0.03%−94−3.6%Reduced
SkyView Investment Advisors, LLC2,489$327.0K0.08%−9,334−78.9%Reduced
Camelot Portfolios, LLC2,490$328.0K0.16%−917−26.9%Reduced
Merrion Investment Management Co, LLC2,500$328.0K0.24%00.0%Unchanged
Moody Lynn & Lieberson, LLC2,500$329.0K0.02%−434−14.8%Reduced
Hodges Capital Management Inc.2,549$335.0K0.03%+881+52.8%Added
Renaissance Group LLC2,557$336.0K0.02%00.0%Unchanged
Boston Family Office LLC2,561$337.0K0.02%+309+13.7%Added
TD Private Client Wealth LLC2,594$341.3K0.01%−60−2.3%Reduced
Asset Management Resources, LLC2,599$342.0K0.28%−172−6.2%Reduced
Infrastructure Capital Advisors, LLC2,601$342.0K0.05%+2,601New
Machina Capital S.A.S.2,600$342.0K0.75%+2,600New
Independent Financial Group, LLC2,606$342.9K0.03%−17,515−87.0%Reduced
KB Financial Partners, LLC2,610$343.0K0.09%+655+33.5%Added
Cetera Advisor Networks LLC2,612$344.0K0.00%−2,145−45.1%Reduced