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 |
|---|---|---|---|---|---|
| Axiom Investment Management LLC | 4,000 | $526.0K | 1.14% | +4,000 | New |
| Moody National Bank Trust Division | 4,007 | $527.0K | 0.02% | 00.0% | Unchanged |
| RMR Wealth Builders | 4,019 | $529.0K | 0.11% | +1,583+65.0% | Added |
| Highland Capital Management, LLC | 4,028 | $530.0K | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,036 | $531.0K | 0.01% | +561+16.1% | Added |
| Illinois Municipal Retirement Fund | 4,045 | $532.0K | 0.02% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,053 | $533.0K | 0.00% | −481−10.6% | Reduced |
| Centiva Capital, LP | 4,091 | $538.0K | 0.03% | +4,091 | New |
| Baldwin Investment Management, LLC | 4,113 | $541.0K | 0.15% | −237−5.4% | Reduced |
| First National Bank of Omaha | 4,125 | $543.0K | 0.03% | −685−14.2% | Reduced |
| Raymond James Trust N.A. | 4,138 | $544.0K | 0.02% | +371+9.8% | Added |
| Wintrust Investments LLC | 4,143 | $545.0K | 0.05% | −50−1.2% | Reduced |
| Teamwork Financial Advisors, LLC | 4,222 | $555.0K | 0.10% | −5,183−55.1% | Reduced |
| Johnson Investment Counsel Inc | 4,222 | $555.0K | 0.01% | +2,154+104.2% | Added |
| Element Wealth, LLC | 4,280 | $563.0K | 0.46% | −196−4.4% | Reduced |
| Personal Cfo Solutions, LLC | 4,282 | $563.0K | 0.11% | +592+16.0% | Added |
| Ameritas Investment Partners, Inc. | 4,308 | $567.0K | 0.02% | 00.0% | Unchanged |
| UBP Investment Advisors SA | 5,022 | $570.0K | 0.22% | +3,122+164.3% | Added |
| Brinker Capital Investments, LLC | 4,355 | $573.0K | 0.01% | −39−0.9% | Reduced |
| Dearborn Partners LLC | 4,352 | $573.0K | 0.02% | +390+9.8% | Added |
| Brown Advisory Inc | 4,390 | $577.0K | 0.00% | +2,164+97.2% | Added |
| First Hawaiian Bank | 4,391 | $578.0K | 0.02% | −7,158−62.0% | Reduced |
| Laurion Capital Management LP | 4,421 | $582.0K | 0.01% | +4,421 | New |
| Augustine Asset Management Inc | 4,446 | $585.0K | 0.29% | +22+0.5% | Added |
| Element Capital Management LLC | 4,447 | $585.0K | 0.29% | +4,447 | New |
| TBH Global Asset Management, LLC | 4,470 | $588.0K | 0.13% | +600+15.5% | Added |
| MUFG Americas Holdings Corp | 4,485 | $590.0K | 0.01% | −573−11.3% | Reduced |
| Abeille Asset Management SA | 4,494 | $591.0K | 0.02% | −461−9.3% | Reduced |
| Castle Rock Wealth Management, LLC | 4,555 | $598.0K | 0.28% | −5,560−55.0% | Reduced |
| Moors & Cabot, Inc. | 4,584 | $603.0K | 0.04% | −129−2.7% | Reduced |
| Csenge Advisory Group | 4,587 | $603.0K | 0.05% | +4,587 | New |
| Wexford Capital LP | 4,615 | $607.0K | 0.13% | −40−0.9% | Reduced |
| Ritholtz Wealth Management | 4,624 | $608.0K | 0.04% | −208−4.3% | Reduced |
| Pitcairn Co | 4,653 | $612.0K | 0.05% | −209−4.3% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 4,669 | $621.0K | 0.34% | +500+12.0% | Added |
| FDx Advisors, Inc. | 4,753 | $625.0K | 0.02% | −176−3.6% | Reduced |
| Stratos Wealth Partners, LTD. | 4,781 | $629.0K | 0.01% | +346+7.8% | Added |
| Gilman Hill Asset Management, LLC | 4,835 | $636.0K | 0.14% | +1,288+36.3% | Added |
| Vienna Asset Management LLC | 4,850 | $638.0K | 0.88% | +4,850 | New |
| Retirement Planning Co of New England, Inc. | 4,864 | $640.0K | 0.36% | +222+4.8% | Added |
| Keybank National Association | 4,877 | $641.0K | 0.00% | +12+0.2% | Added |
| Prudential PLC | 4,877 | $642.0K | 0.01% | +4,877 | New |
| Pekin Hardy Strauss, Inc. | 4,903 | $645.0K | 0.09% | −8,075−62.2% | Reduced |
| Mystic Asset Management, Inc. | 4,957 | $652.0K | 0.35% | +295+6.3% | Added |
| Marino, Stram & Associates LLC | 4,963 | $653.0K | 0.21% | +51+1.0% | Added |
| Accuvest Global Advisors | 4,981 | $655.0K | 0.33% | +2,619+110.9% | Added |
| Alta Wealth Advisors LLC | 4,991 | $657.0K | 0.39% | +1,912+62.1% | Added |
| American Assets Inc | 5,000 | $658.0K | 0.18% | 00.0% | Unchanged |
| Veriti Management LLC | 5,011 | $659.0K | 0.08% | −156−3.0% | Reduced |
| Alpha Cubed Investments, LLC | 5,023 | $661.0K | 0.04% | +1,357+37.0% | Added |
| Deseret Mutual Benefit Administrators | 5,043 | $663.0K | 0.13% | −939−15.7% | Reduced |
| Wedbush Securities Inc | 5,060 | $666.0K | 0.03% | +231+4.8% | Added |
| Cresset Asset Management, LLC | 5,088 | $669.0K | 0.01% | −841−14.2% | Reduced |
| Legacy Capital Partners, Inc. | 5,085 | $669.0K | 0.22% | 00.0% | Unchanged |
| DCM Advisors, LLC | 5,127 | $675.0K | 0.24% | −185−3.5% | Reduced |
| Belpointe Asset Management LLC | 5,128 | $675.0K | 0.04% | +1,223+31.3% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,140 | $676.0K | 0.41% | +246+5.0% | Added |
| IBM Retirement Fund | 5,202 | $684.0K | 0.10% | −227−4.2% | Reduced |
| Metis Global Partners, LLC | 5,196 | $684.0K | 0.08% | +2,328+81.2% | Added |
| Harvest Fund Management Co., Ltd | 5,218 | $686.0K | 0.14% | −2,382−31.3% | Reduced |
| Leonteq Securities AG | 5,271 | $693.5K | 0.03% | +3,971+305.5% | Added |
| Ergoteles LLC | 5,274 | $694.0K | 0.03% | −5,308−50.2% | Reduced |
| Chilton Capital Management LLC | 5,315 | $699.0K | 0.04% | +3,991+301.4% | Added |
| MidWestOne Financial Group, Inc. | 5,354 | $704.0K | 0.15% | +184+3.6% | Added |
| Paloma Partners Management Co | 5,367 | $706.0K | 0.05% | +5,249+4,448.3% | Added |
| Barometer Capital Management Inc. | 5,390 | $709.1K | 0.13% | −26,710−83.2% | Reduced |
| Affinity Investment Advisors, LLC | 5,394 | $710.0K | 0.29% | −57−1.0% | Reduced |
| Parallel Advisors, LLC | 5,299 | $714.0K | 0.03% | −355−6.3% | Reduced |
| NuWave Investment Management, LLC | 5,437 | $715.0K | 0.96% | +1,979+57.2% | Added |
| American Portfolios Advisors | 5,454 | $717.6K | 0.02% | +155+2.9% | Added |
| Eqis Capital Management, Inc. | 5,493 | $723.0K | 0.06% | +1,978+56.3% | Added |
| IndexIQ Advisors LLC | 5,510 | $725.0K | 0.03% | +22+0.4% | Added |
| Hollencrest Capital Management | 5,516 | $726.0K | 0.06% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 5,538 | $729.0K | 0.39% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 5,620 | $739.0K | 0.01% | −476−7.8% | Reduced |
| Oxford Financial Group Ltd | 5,618 | $739.0K | 0.09% | +59+1.1% | Added |
| Stevens Capital Management LP | 5,674 | $746.0K | 0.16% | +2,776+95.8% | Added |
| Madison Wealth Management | 5,705 | $751.0K | 0.16% | 00.0% | Unchanged |
| Monetary Management Group Inc | 5,750 | $756.0K | 0.20% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,767 | $758.0K | 0.09% | −1,679−22.5% | Reduced |
| Everence Capital Management Inc | 5,879 | $773.0K | 0.06% | −2,280−27.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,004 | $790.0K | 0.03% | +6,004 | New |
| Weiss Multi-Strategy Advisers LLC | 6,012 | $791.0K | 0.02% | −6,587−52.3% | Reduced |
| Boston Partners | 6,087 | $801.0K | 0.00% | +177+3.0% | Added |
| Alps Advisors Inc | 6,087 | $801.0K | 0.01% | +419+7.4% | Added |
| CoreCap Advisors, LLC | 6,121 | $805.0K | 0.06% | +2,209+56.5% | Added |
| Ausdal Financial Partners, Inc. | 6,127 | $806.0K | 0.11% | +23+0.4% | Added |
| Radnor Capital Management, LLC | 6,158 | $810.0K | 0.20% | −1,158−15.8% | Reduced |
| Meeder Asset Management Inc | 6,158 | $810.0K | 0.04% | +6,158 | New |
| Boenning & Scattergood, Inc. | 6,270 | $825.0K | 0.13% | −279−4.3% | Reduced |
| Renasant Bank | 6,292 | $827.0K | 0.56% | +635+11.2% | Added |
| Cullen Capital Management LLC | 6,291 | $828.0K | 0.01% | +2,761+78.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,299 | $829.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 6,363 | $837.0K | 0.00% | +6,363 | New |
| Oak Thistle LLC | 6,360 | $837.0K | 0.44% | +6,360 | New |
| Solidarilty Wealth, LLC | 6,385 | $838.0K | 0.47% | +6,385 | New |
| Verdence Capital Advisors LLC | 6,386 | $840.0K | 0.10% | −573−8.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 6,401 | $842.0K | 0.01% | +172+2.8% | Added |
| Ieq Capital, LLC | 6,433 | $846.0K | 0.02% | +798+14.2% | Added |
| Simmons Bank | 6,433 | $846.0K | 0.06% | +914+16.6% | Added |