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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 6,508 | $856.0K | 0.03% | −3,342−33.9% | Reduced |
| Future Financial Wealth Managment LLC | 6,517 | $857.0K | 0.71% | 00.0% | Unchanged |
| JT Stratford LLC | 6,559 | $863.0K | 0.25% | +237+3.7% | Added |
| Paradigm Financial Partners, LLC | 6,770 | $866.0K | 0.19% | +4,807+244.9% | Added |
| Panagora Asset Management Inc | 6,662 | $876.0K | 0.00% | −255,479−97.5% | Reduced |
| KMG Fiduciary Partners, LLC | 6,667 | $877.0K | 0.14% | +4,416+196.2% | Added |
| Bank Hapoalim BM | 6,672 | $878.0K | 0.09% | −1,022−13.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,730 | $885.4K | 0.01% | −662−9.0% | Reduced |
| Stephens Inc | 6,744 | $887.0K | 0.01% | −522−7.2% | Reduced |
| Naviter Wealth, LLC | 6,752 | $888.0K | 0.30% | +142+2.1% | Added |
| Connective Portfolio Management, LLC | 6,770 | $891.0K | 1.96% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 6,828 | $898.0K | 0.02% | −254−3.6% | Reduced |
| Shell Asset Management Co | 6,921 | $911.0K | 0.02% | −1,196−14.7% | Reduced |
| Abbrea Capital, LLC | 6,948 | $914.0K | 0.13% | +310+4.7% | Added |
| 1620 Investment Advisors, Inc. | 5,750 | $919.0K | 1.00% | 00.0% | Unchanged |
| Gifford Fong Associates | 7,000 | $921.0K | 0.17% | 00.0% | Unchanged |
| Greenleaf Trust | 7,003 | $921.0K | 0.01% | +204+3.0% | Added |
| Seeyond | 7,021 | $923.0K | 0.09% | +1,348+23.8% | Added |
| Wellington Shields & Co., LLC | 7,070 | $930.0K | 0.31% | +300+4.4% | Added |
| Wetherby Asset Management Inc | 7,151 | $941.0K | 0.05% | +470+7.0% | Added |
| Compton Capital Management Inc | 7,250 | $954.0K | 0.27% | +50+0.7% | Added |
| Vanderbilt University | 7,405 | $974.2K | 0.20% | +7,405 | New |
| Engineers Gate Manager LP | 7,511 | $988.0K | 0.04% | −5,860−43.8% | Reduced |
| Corient Capital Partners, LLC | 7,612 | $1.00M | 0.07% | +1,032+15.7% | Added |
| Sigma Planning Corp | 7,629 | $1.00M | 0.03% | +2,008+35.7% | Added |
| Carl P. Sherr & Co., LLC | 7,677 | $1.01M | 0.68% | +201+2.7% | Added |
| TrimTabs Asset Management, LLC | 7,739 | $1.02M | 0.34% | +193+2.6% | Added |
| Moloney Securities Asset Management, LLC | 7,791 | $1.02M | 0.20% | +853+12.3% | Added |
| Pendal Group Limited | 7,800 | $1.03M | 0.01% | −3,228−29.3% | Reduced |
| Pacific Global Investment Management CO | 8,061 | $1.06M | 0.21% | −59−0.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 8,191 | $1.08M | 0.00% | −100,230−92.4% | Reduced |
| Bedel Financial Consulting, Inc. | 8,194 | $1.08M | 0.34% | −21−0.3% | Reduced |
| Trustmark National Bank Trust Department | 8,217 | $1.08M | 0.09% | +535+7.0% | Added |
| ExodusPoint Capital Management, LP | 8,259 | $1.09M | 0.02% | +8,259 | New |
| Profund Advisors LLC | 8,417 | $1.11M | 0.05% | −4,541−35.0% | Reduced |
| TD Waterhouse Canada Inc. | 8,298 | $1.11M | 0.01% | −27,670−76.9% | Reduced |
| Atria Investments LLC | 8,439 | $1.11M | 0.02% | +8,439 | New |
| Harbor Investment Advisory, LLC | 8,580 | $1.13M | 0.15% | +3,759+78.0% | Added |
| Bluefin Capital Management, LLC | 8,600 | $1.13M | 0.20% | −27,300−76.0% | Reduced |
| Kinneret Advisory, LLC | 8,670 | $1.14M | 0.13% | +8,670 | New |
| National Asset Management, Inc. | 8,870 | $1.17M | 0.04% | −858−8.8% | Reduced |
| Fiduciary Trust Co | 8,941 | $1.18M | 0.02% | −735−7.6% | Reduced |
| Gofen & Glossberg LLC | 8,938 | $1.18M | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 8,992 | $1.18M | 0.13% | +935+11.6% | Added |
| Capital Management Associates | 9,000 | $1.18M | 1.27% | +9,000 | New |
| New England Research & Management, Inc. | 9,025 | $1.19M | 0.62% | +2,525+38.8% | Added |
| Advisor Partners LLC | 9,027 | $1.19M | 0.07% | −1,004−10.0% | Reduced |
| Glassy Mountain Advisors, Inc. | 9,388 | $1.24M | 0.63% | +541+6.1% | Added |
| Investors Research Corp | 9,437 | $1.24M | 0.35% | +7,523+393.1% | Added |
| Acadian Asset Management LLC | 9,476 | $1.25M | 0.01% | −13,124−58.1% | Reduced |
| Red Cedar Investment Management, LLC | 9,475 | $1.25M | 0.17% | −4,861−33.9% | Reduced |
| Mark Asset Management LP | 9,514 | $1.25M | 0.23% | −181−1.9% | Reduced |
| Cascade Investment Advisors, Inc. | 9,688 | $1.27M | 0.78% | −15−0.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,700 | $1.28M | 0.11% | +905+10.3% | Added |
| Jeppson Wealth Management, LLC | 9,822 | $1.29M | 0.60% | +1,812+22.6% | Added |
| LMR Partners LLP | 9,930 | $1.31M | 0.02% | −5,902−37.3% | Reduced |
| Pathstone Family Office, LLC | 9,936 | $1.31M | 0.03% | −719−6.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 10,150 | $1.33M | 0.48% | +54+0.5% | Added |
| Mainstay Capital Management LLC | 10,152 | $1.33M | 0.24% | +10,152 | New |
| Guardian Capital Advisors LP | 10,595 | $1.34M | 0.13% | +3,900+58.3% | Added |
| Bramshill Investments, LLC | 10,172 | $1.34M | 0.19% | +733+7.8% | Added |
| IFP Advisors, Inc | 6,850 | $1.34M | 0.02% | +5,376+364.7% | Added |
| Carret Asset Management, LLC | 10,520 | $1.38M | 0.16% | +850+8.8% | Added |
| Strategic Investment Advisors | 10,646 | $1.40M | 0.26% | +10,646 | New |
| Cutler Group LP | 10,700 | $1.41M | 0.13% | −29,676−73.5% | Reduced |
| Park Avenue Securities LLC | 10,743 | $1.41M | 0.02% | +6,554+156.5% | Added |
| Canandaigua National Corp | 10,826 | $1.42M | 0.22% | +10,826 | New |
| Platte River Wealth Advisors, LLC | 10,829 | $1.43M | 0.52% | +1,317+13.8% | Added |
| Pearl River Capital, LLC | 10,902 | $1.43M | 0.39% | +10,902 | New |
| KG&L Capital Management,LLC | 10,953 | $1.44M | 0.60% | +200+1.9% | Added |
| AIA Group Ltd | 10,964 | $1.44M | 0.06% | +9,092+485.7% | Added |
| D.A. Davidson & Co. | 11,019 | $1.45M | 0.02% | +1,194+12.2% | Added |
| Bokf, NA | 11,145 | $1.47M | 0.02% | +8,139+270.8% | Added |
| Stamos Capital Partners, L.P. | 11,330 | $1.49M | 0.50% | +5,030+79.8% | Added |
| Brookstone Capital Management | 11,779 | $1.49M | 0.03% | −5,589−32.2% | Reduced |
| Cetera Advisors LLC | 11,521 | $1.52M | 0.03% | +2,398+26.3% | Added |
| Gotham Asset Management, LLC | 11,554 | $1.52M | 0.05% | −16,096−58.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 11,599 | $1.53M | 0.21% | +3,536+43.9% | Added |
| Two Sigma Securities, LLC | 11,617 | $1.53M | 0.21% | +8,939+333.8% | Added |
| Caption Management, LLC | 11,700 | $1.54M | 0.10% | −10,300−46.8% | Reduced |
| Veritable, L.P. | 11,715 | $1.54M | 0.02% | +573+5.1% | Added |
| Convergence Investment Partners, LLC | 11,787 | $1.55M | 0.80% | +9,611+441.7% | Added |
| Intersect Capital LLC | 12,050 | $1.58M | 0.30% | −1,047−8.0% | Reduced |
| Versor Investments LP | 12,488 | $1.64M | 0.06% | +10,179+440.8% | Added |
| Arabesque Asset Management Ltd | 12,559 | $1.65M | 0.57% | +410+3.4% | Added |
| Titleist Asset Management, Ltd. | 12,714 | $1.67M | 0.34% | −23−0.2% | Reduced |
| Wolverine Asset Management LLC | 12,807 | $1.68M | 0.02% | +12,807 | New |
| Williams Jones Wealth Management, LLC. | 12,824 | $1.69M | 0.02% | −1,305−9.2% | Reduced |
| Peak Asset Management, LLC | 12,937 | $1.70M | 0.40% | +922+7.7% | Added |
| Ascent Group, LLC | 13,031 | $1.71M | 0.20% | +7,860+152.0% | Added |
| Miracle Mile Advisors, LLC | 13,039 | $1.72M | 0.07% | +9,327+251.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,072 | $1.72M | 0.04% | −3,868−22.8% | Reduced |
| Fortem Financial Group, LLC | 13,386 | $1.76M | 0.77% | +7,245+118.0% | Added |
| Eagle Asset Management Inc | 13,631 | $1.79M | 0.01% | +414+3.1% | Added |
| GWM Advisors LLC | 13,771 | $1.81M | 0.03% | −1,201−8.0% | Reduced |
| Flagship Harbor Advisors, LLC | 13,802 | $1.82M | 0.17% | +760+5.8% | Added |
| Beacon Pointe Advisors, LLC | 13,829 | $1.82M | 0.02% | +4,037+41.2% | Added |
| New Potomac Partners, LLC | 13,973 | $1.84M | 1.29% | +163+1.2% | Added |
| Joho Capital LLC | 13,970 | $1.84M | 0.26% | +4,070+41.1% | Added |
| Jaffetilchin Investment Partners, LLC | 16,285 | $1.88M | 0.22% | −1,677−9.3% | Reduced |