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, 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 |
|---|---|---|---|---|---|
| Intrust Bank NA | 2,629 | $345.0K | 0.04% | −31−1.2% | Reduced |
| Sentry Investment Management LLC | 2,628 | $346.0K | 0.11% | −376−12.5% | Reduced |
| Quadrant Capital Group LLC | 2,657 | $350.0K | 0.04% | +80+3.1% | Added |
| Orion Portfolio Solutions, LLC | 2,682 | $353.0K | 0.01% | +276+11.5% | Added |
| Proficio Capital Partners LLC | 2,685 | $353.0K | 0.05% | +424+18.8% | Added |
| Umb Bank N A | 2,687 | $354.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment Corp | 2,698 | $355.0K | 0.03% | −550−16.9% | Reduced |
| Checchi Capital Advisers, LLC | 2,700 | $355.0K | 0.04% | +305+12.7% | Added |
| Prospera Financial Services Inc | 2,708 | $356.0K | 0.01% | −166−5.8% | Reduced |
| Shelton Capital Management | 2,735 | $360.0K | 0.01% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 2,735 | $360.0K | 0.06% | +167+6.5% | Added |
| Verition Fund Management LLC | 2,742 | $361.0K | 0.01% | −3,668−57.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,749 | $362.0K | 0.18% | −177−6.0% | Reduced |
| Lafayette Investments, Inc. | 2,750 | $362.0K | 0.09% | 00.0% | Unchanged |
| Savant Capital, LLC | 2,752 | $362.0K | 0.01% | +100+3.8% | Added |
| Sequoia Financial Advisors, LLC | 2,759 | $363.0K | 0.01% | +720+35.3% | Added |
| All Season Financial Advisors, Inc. | 2,769 | $364.0K | 0.26% | −1,627−37.0% | Reduced |
| Dorsey Wright & Associates | 2,769 | $364.0K | 0.08% | −13−0.5% | Reduced |
| Colony Group LLC | 2,770 | $364.0K | 0.01% | +2,770 | New |
| Jackson Square Capital, LLC | 2,783 | $366.0K | 0.11% | +55+2.0% | Added |
| Fund Management at Engine No. 1 LLC | 2,779 | $366.0K | 0.09% | +2,779 | New |
| Proequities, Inc. | 2,803 | $369.0K | 0.03% | +2,251+407.8% | Added |
| Market Street Wealth Management Advisors LLC | 2,823 | $371.0K | 0.13% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4,192 | $372.0K | 0.07% | +4,192 | New |
| Diversified Trust Co | 2,890 | $380.0K | 0.01% | −541−15.8% | Reduced |
| Bradley Foster & Sargent Inc | 2,910 | $383.0K | 0.01% | −191−6.2% | Reduced |
| CAPROCK Group, Inc. | 2,918 | $384.0K | 0.04% | +30+1.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,928 | $385.0K | 0.02% | +1,659+130.7% | Added |
| Arkadios Wealth Advisors | 2,967 | $390.0K | 0.05% | −26−0.9% | Reduced |
| Integrated Advisors Network LLC | 2,962 | $390.0K | 0.02% | +1,039+54.0% | Added |
| Dakota Wealth Management | 2,963 | $390.0K | 0.03% | +2,963 | New |
| Stonnington Group, LLC | 3,100 | $393.0K | 0.09% | −400−11.4% | Reduced |
| Meristem Family Wealth, LLC | 3,002 | $395.0K | 0.04% | −245−7.5% | Reduced |
| Salem Investment Counselors Inc | 3,000 | $395.0K | 0.02% | −150−4.8% | Reduced |
| Westover Capital Advisors, LLC | 3,000 | $395.0K | 0.12% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 2,976 | $396.0K | 0.31% | −226−7.1% | Reduced |
| Horizon Investments, LLC | 3,011 | $396.0K | 0.01% | +367+13.9% | Added |
| M Holdings Securities, Inc. | 3,014 | $397.0K | 0.03% | +3,014 | New |
| Octavia Wealth Advisors, LLC | 3,034 | $399.0K | 0.09% | −536−15.0% | Reduced |
| Boothbay Fund Management, LLC | 3,037 | $400.0K | 0.01% | −23,139−88.4% | Reduced |
| Davenport & Co LLC | 3,055 | $402.0K | 0.00% | +1,250+69.3% | Added |
| Fox Run Management, L.L.C. | 3,090 | $407.0K | 0.23% | +3,090 | New |
| Cohen Klingenstein LLC | 3,100 | $408.0K | 0.02% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 3,163 | $416.2K | 0.17% | −67−2.1% | Reduced |
| Cornerstone Advisory, LLC | 3,178 | $418.0K | 0.06% | −183−5.4% | Reduced |
| Twin Capital Management Inc | 3,185 | $419.0K | 0.05% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 3,204 | $421.0K | 0.56% | +144+4.7% | Added |
| Reuter James Wealth Management, LLC | 3,225 | $424.0K | 0.17% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,253 | $428.0K | 0.01% | −1,597−32.9% | Reduced |
| Spire Wealth Management | 3,250 | $428.0K | 0.01% | −193−5.6% | Reduced |
| Silvercrest Asset Management Group LLC | 3,250 | $428.0K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 3,255 | $428.2K | 0.02% | +3,255 | New |
| Gateway Investment Advisers LLC | 3,268 | $430.0K | 0.00% | −92−2.7% | Reduced |
| Benchmark Investment Advisors LLC | 3,275 | $431.0K | 0.32% | +1,575+92.6% | Added |
| Capasso Planning Partners LLC | 3,300 | $434.0K | 0.31% | −500−13.2% | Reduced |
| Joel Isaacson & Co., LLC | 3,396 | $434.0K | 0.03% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $434.0K | 0.14% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,314 | $436.0K | 0.18% | −64−1.9% | Reduced |
| Lederer & Associates Investment Counsel | 3,318 | $437.0K | 0.27% | +51+1.6% | Added |
| Element Pointe Advisors, LLC | 3,333 | $438.0K | 0.15% | 00.0% | Unchanged |
| Golden State Equity Partners | 3,338 | $439.0K | 0.22% | −653−16.4% | Reduced |
| RFG Advisory, LLC | 3,358 | $442.0K | 0.03% | +3,358 | New |
| Ghe, LLC | 3,365 | $443.0K | 0.37% | −20−0.6% | Reduced |
| M&G Investment Management Ltd | 3,361 | $444.0K | 0.00% | +956+39.8% | Added |
| Compagnie Lombard Odier SCmA | 3,394 | $446.0K | 0.01% | −1,069−24.0% | Reduced |
| Marietta Investment Partners LLC | 3,400 | $447.0K | 0.10% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3,401 | $447.0K | 0.27% | +76+2.3% | Added |
| Siemens Fonds Invest GmbH | 3,419 | $450.0K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,443 | $453.0K | 0.02% | −356−9.4% | Reduced |
| CWM Advisors, LLC | 3,453 | $454.0K | 0.05% | +10.0% | Added |
| Conning Inc. | 3,461 | $455.0K | 0.01% | −210−5.7% | Reduced |
| Trust Co of Vermont | 3,457 | $455.0K | 0.03% | +375+12.2% | Added |
| TTP Investments, Inc. | 3,466 | $456.0K | 0.46% | +28+0.8% | Added |
| GeoWealth Management, LLC | 3,465 | $456.0K | 0.04% | +3,465 | New |
| Clarius Group, LLC | 2,862 | $457.0K | 0.04% | 00.0% | Unchanged |
| Bessemer Securities LLC | 3,479 | $458.0K | 0.13% | −2,152−38.2% | Reduced |
| Capitolis Advisors LLC | 3,500 | $460.0K | 0.02% | −53,166−93.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,575 | $470.0K | 0.09% | −547−13.3% | Reduced |
| Synovus Financial Corp | 3,558 | $470.0K | 0.00% | −11−0.3% | Reduced |
| Gables Capital Management Inc. | 3,575 | $470.0K | 0.29% | +3,575 | New |
| Avantax Advisory Services, Inc. | 3,593 | $474.0K | 0.01% | +137+4.0% | Added |
| Brown, Lisle/Cummings, Inc. | 3,610 | $474.9K | 0.23% | 00.0% | Unchanged |
| Intrua Financial, LLC | 3,633 | $478.0K | 0.09% | −505−12.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,644 | $479.0K | 0.03% | +3,644 | New |
| Mogy Joel R Investment Counsel Inc | 3,650 | $480.0K | 0.04% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 3,571 | $480.0K | 0.13% | 00.0% | Unchanged |
| Founders Capital Management | 3,020 | $483.0K | 0.31% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 3,690 | $485.0K | 0.10% | −10−0.3% | Reduced |
| Invst, LLC | 4,103 | $485.0K | 0.08% | +137+3.5% | Added |
| Penserra Capital Management LLC | 3,701 | $486.0K | 0.01% | +560+17.8% | Added |
| RS Crum Inc. | 3,709 | $488.0K | 0.28% | 00.0% | Unchanged |
| MAI Capital Management | 3,716 | $489.0K | 0.01% | +127+3.5% | Added |
| American Investment Services, Inc. | 3,724 | $490.0K | 0.11% | −317−7.8% | Reduced |
| HighTower Trust Services, LTA | 3,734 | $491.0K | 0.05% | +115+3.2% | Added |
| Interchange Capital Partners, LLC | 3,740 | $492.0K | 0.51% | +180+5.1% | Added |
| Laurel Wealth Advisors, Inc. | 3,757 | $494.0K | 0.04% | +22+0.6% | Added |
| Heartland Bank & Trust Co | 3,833 | $504.0K | 0.38% | −124−3.1% | Reduced |
| Signaturefd, LLC | 3,902 | $513.0K | 0.02% | −262−6.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,972 | $523.0K | 0.04% | +330+9.1% | Added |
| EJF Capital LLC | 4,000 | $526.0K | 0.06% | 00.0% | Unchanged |