Skip to main content

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.

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
Arbor Capital Management Inc14,306$1.89M1.45%−1,417−9.0%Reduced
Quantitative Investment Management, LLC14,374$1.89M0.20%+14,374New
Adell Harriman & Carpenter Inc14,403$1.89M0.18%+1,635+12.8%Added
Lincoln National Corp14,639$1.93M0.04%+2,554+21.1%Added
Constitution Capital LLC14,761$1.94M1.06%+14,761New
JustInvest LLC14,931$1.96M0.10%+2,832+23.4%Added
E. Ohman J:or Asset Management AB15,100$1.99M0.07%+9,400+164.9%Added
B. Metzler seel. Sohn & Co. AG15,371$2.02M0.03%−2,233−12.7%Reduced
Financial Management Network Inc15,057$2.03M1.03%−483−3.1%Reduced
Advisory Services Network, LLC15,675$2.06M0.06%+7,386+89.1%Added
Cetera Investment Advisers15,813$2.08M0.03%−1,847−10.5%Reduced
Achmea Investment Management B.V.15,840$2.08M0.05%+15,840New
Lido Advisors, LLC15,864$2.09M0.04%−18,597−54.0%Reduced
Intact Investment Management Inc.16,000$2.10M0.05%00.0%Unchanged
Aquila Investment Management LLC16,000$2.10M1.19%00.0%Unchanged
Segall Bryant & Hamill, LLC16,069$2.12M0.02%+187+1.2%Added
Tudor Investment Corp Et Al16,122$2.12M0.05%+6,267+63.6%Added
Bremer Bank National Association16,152$2.13M0.35%+16,152New
Commerce Bank16,202$2.13M0.01%−973−5.7%Reduced
Great Lakes Advisors, LLC16,213$2.13M0.03%−12,206−43.0%Reduced
Fred Alger Management, LLC16,254$2.14M0.01%−564,081−97.2%Reduced
HAP Trading, LLC16,569$2.18M0.25%+965+6.2%Added
Phocas Financial Corp.16,694$2.20M0.28%−195−1.2%Reduced
Pacer Advisors, Inc.16,848$2.22M0.02%−29,543−63.7%Reduced
Donoghue Forlines LLC16,855$2.22M0.48%−8,215−32.8%Reduced
Meitav Dash Investments Ltd16,661$2.22M0.03%−16,558−49.8%Reduced
Thompson Siegel & Walmsley LLC17,100$2.25M0.03%+17,086+122,042.9%Added
Alpine Woods Capital Investors, LLC17,157$2.26M0.24%−39−0.2%Reduced
Ontario Teachers Pension Plan Board17,464$2.30M0.03%+2,606+17.5%Added
Ami Investment Management Inc17,576$2.31M1.04%+204+1.2%Added
Natixis17,579$2.31M0.01%−11,274−39.1%Reduced
Ethic Inc.17,723$2.33M0.16%+1,953+12.4%Added
Sheaff Brock Investment Advisors, LLC17,925$2.36M0.21%+560+3.2%Added
Rafferty Asset Management, LLC17,963$2.36M0.01%−4,681−20.7%Reduced
Atria Wealth Solutions, Inc.18,018$2.37M0.04%+18,018New
Clear Street Markets LLC18,235$2.40M0.72%−68,906−79.1%Reduced
Snowden Capital Advisors LLC18,306$2.41M0.10%+3,166+20.9%Added
U.S. Capital Wealth Advisors, LLC18,618$2.45M0.09%+408+2.2%Added
Lazard Asset Management LLC18,989$2.50M0.00%−2,795−12.8%Reduced
Lake Street Advisors Group, LLC19,042$2.50M0.16%+339+1.8%Added
New Mexico Educational Retirement Board19,095$2.51M0.09%−1,000−5.0%Reduced
Jupiter Asset Management Ltd19,106$2.51M0.03%+2,671+16.3%Added
SAM Advisors, LLC19,311$2.54M1.10%+825+4.5%Added
Banque Cantonale Vaudoise19,509$2.57M0.11%+1,900+10.8%Added
Great Valley Advisor Group, Inc.19,694$2.59M0.15%+968+5.2%Added
Steward Partners Investment Advisory, LLC19,896$2.62M0.04%+483+2.5%Added
GAM Holding AG20,002$2.63M0.13%−20.0%Reduced
KBC Group NV20,180$2.65M0.01%−1,000−4.7%Reduced
Fuller & Thaler Asset Management, Inc.20,330$2.67M0.02%+2,400+13.4%Added
Grassi Investment Management20,732$2.73M0.29%+1,877+10.0%Added
Virtu Financial LLC20,828$2.74M0.20%+16,466+377.5%Added
Candriam Luxembourg S.C.A.20,833$2.74M0.02%+2,170+11.6%Added
Louisiana State Employees Retirement System20,700$2.75M0.07%+100+0.5%Added
Kentucky Retirement Systems20,946$2.76M0.11%+861+4.3%Added
Quantbot Technologies LP21,089$2.77M0.24%+21,089New
Malaga Cove Capital, LLC21,114$2.78M1.27%−105−0.5%Reduced
AE Wealth Management LLC21,260$2.80M0.02%−6,803−24.2%Reduced
Yarbrough Capital, LLC21,500$2.83M0.16%+6,500+43.3%Added
Truvestments Capital LLC21,665$2.85M1.56%−688−3.1%Reduced
AlphaCrest Capital Management LLC22,182$2.92M0.16%−6,141−21.7%Reduced
Soltis Investment Advisors LLC22,516$2.96M0.41%+4,568+25.5%Added
Pensionfund Sabic22,806$3.00M0.75%−4,500−16.5%Reduced
Teachers Retirement System of the State of Kentucky23,211$3.05M0.03%−1,010−4.2%Reduced
Concentric Wealth Management, LLC23,694$3.12M0.90%+806+3.5%Added
L & S Advisors Inc23,773$3.13M0.37%−12,639−34.7%Reduced
Banque Pictet & Cie SA23,804$3.13M0.02%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.24,072$3.17M0.01%−3,080−11.3%Reduced
Castellan Group, LLC24,691$3.25M2.25%+5,251+27.0%Added
Wellington Shields Capital Management, LLC24,356$3.26M0.36%+851+3.6%Added
Redmond Asset Management, LLC24,869$3.27M0.97%+644+2.7%Added
Oppenheimer Asset Management Inc.25,206$3.32M0.05%−26−0.1%Reduced
Maryland State Retirement & Pension System25,226$3.32M0.09%00.0%Unchanged
Whittier Trust Co of Nevada Inc25,331$3.33M0.12%+3,898+18.2%Added
HGK Asset Management Inc25,398$3.34M1.05%+2,448+10.7%Added
Elo Mutual Pension Insurance Co25,845$3.40M0.10%+895+3.6%Added
Condor Capital Management26,603$3.50M0.39%−292−1.1%Reduced
LGT Fund Management Co Ltd.26,584$3.54M0.47%+26,584New
Paradigm Asset Management Co LLC27,245$3.58M0.94%00.0%Unchanged
Private Advisor Group, LLC27,584$3.63M0.03%−1,047−3.7%Reduced
Fifth Third Bancorp27,878$3.67M0.01%+1,649+6.3%Added
Mariner, LLC28,368$3.73M0.01%+11,195+65.2%Added
Peapack Gladstone Financial Corp28,657$3.77M0.07%−5,154−15.2%Reduced
United Capital Financial Advisers, LLC28,709$3.78M0.02%−195−0.7%Reduced
MML Investors Services, LLC29,039$3.82M0.03%+13,366+85.3%Added
Alerus Financial NA29,140$3.83M0.33%+15,014+106.3%Added
Tredje AP-fonden29,718$3.91M0.08%00.0%Unchanged
Advent Capital Management30,000$3.95M0.06%+10,000+50.0%Added
Tower Bridge Advisors30,035$3.95M0.26%+2,417+8.8%Added
Scotia Capital Inc.30,069$3.96M0.03%−17,798−37.2%Reduced
Penn Mutual Asset Management, LLC30,240$3.98M4.61%00.0%Unchanged
Hartford Investment Management Co31,062$4.09M0.11%−2,343−7.0%Reduced
Spectrum Management Group, LLC31,488$4.14M0.66%−32,633−50.9%Reduced
McGinn Investment Management, Inc.31,845$4.19M2.80%−30−0.1%Reduced
Cullinan Associates Inc31,955$4.20M0.22%−3,800−10.6%Reduced
Nicholas Investment Partners, LP32,000$4.21M0.30%−73,082−69.5%Reduced
Tocqueville Asset Management L.P.32,873$4.33M0.07%−1,142−3.4%Reduced
Contravisory Investment Management, Inc.33,047$4.35M1.23%−132−0.4%Reduced
Lincluden Management Ltd33,191$4.37M0.39%+10,542+46.5%Added
Capstone Investment Advisors, LLC33,224$4.37M0.09%+33,224New
Putnam Investments LLC33,262$4.38M0.01%+12,506+60.3%Added