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 |
|---|---|---|---|---|---|
| Huntington National Bank | 34,839 | $4.58M | 0.04% | +5,670+19.4% | Added |
| HRT Financial LP | 34,749 | $4.57M | 0.03% | +34,749 | New |
| Black Swift Group, LLC | 34,325 | $4.52M | 1.78% | +14,475+72.9% | Added |
| DuPont Capital Management Corp | 34,239 | $4.50M | 0.18% | −11,916−25.8% | Reduced |
| Agf Investments Inc. | 33,924 | $4.46M | 0.03% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 33,792 | $4.45M | 0.02% | +2,303+7.3% | Added |
| Spirit of America Management Corp | 33,500 | $4.41M | 0.86% | +1,800+5.7% | Added |
| Edmond de Rothschild Holding S.A. | 33,471 | $4.40M | 0.10% | −10,980−24.7% | Reduced |
| Valeo Financial Advisors, LLC | 40,790 | $4.38M | 0.23% | +30,277+288.0% | Added |
| Putnam Investments LLC | 33,262 | $4.38M | 0.01% | +12,506+60.3% | Added |
| Capstone Investment Advisors, LLC | 33,224 | $4.37M | 0.09% | +33,224 | New |
| Lincluden Management Ltd | 33,191 | $4.37M | 0.39% | +10,542+46.5% | Added |
| Contravisory Investment Management, Inc. | 33,047 | $4.35M | 1.23% | −132−0.4% | Reduced |
| Tocqueville Asset Management L.P. | 32,873 | $4.33M | 0.07% | −1,142−3.4% | Reduced |
| Nicholas Investment Partners, LP | 32,000 | $4.21M | 0.30% | −73,082−69.5% | Reduced |
| Cullinan Associates Inc | 31,955 | $4.20M | 0.22% | −3,800−10.6% | Reduced |
| McGinn Investment Management, Inc. | 31,845 | $4.19M | 2.80% | −30−0.1% | Reduced |
| Spectrum Management Group, LLC | 31,488 | $4.14M | 0.66% | −32,633−50.9% | Reduced |
| Hartford Investment Management Co | 31,062 | $4.09M | 0.11% | −2,343−7.0% | Reduced |
| Penn Mutual Asset Management, LLC | 30,240 | $3.98M | 4.61% | 00.0% | Unchanged |
| Scotia Capital Inc. | 30,069 | $3.96M | 0.03% | −17,798−37.2% | Reduced |
| Tower Bridge Advisors | 30,035 | $3.95M | 0.26% | +2,417+8.8% | Added |
| Advent Capital Management | 30,000 | $3.95M | 0.06% | +10,000+50.0% | Added |
| Tredje AP-fonden | 29,718 | $3.91M | 0.08% | 00.0% | Unchanged |
| Alerus Financial NA | 29,140 | $3.83M | 0.33% | +15,014+106.3% | Added |
| MML Investors Services, LLC | 29,039 | $3.82M | 0.03% | +13,366+85.3% | Added |
| United Capital Financial Advisers, LLC | 28,709 | $3.78M | 0.02% | −195−0.7% | Reduced |
| Peapack Gladstone Financial Corp | 28,657 | $3.77M | 0.07% | −5,154−15.2% | Reduced |
| Mariner, LLC | 28,368 | $3.73M | 0.01% | +11,195+65.2% | Added |
| Fifth Third Bancorp | 27,878 | $3.67M | 0.01% | +1,649+6.3% | Added |
| Private Advisor Group, LLC | 27,584 | $3.63M | 0.03% | −1,047−3.7% | Reduced |
| Paradigm Asset Management Co LLC | 27,245 | $3.58M | 0.94% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 26,584 | $3.54M | 0.47% | +26,584 | New |
| Condor Capital Management | 26,603 | $3.50M | 0.39% | −292−1.1% | Reduced |
| Elo Mutual Pension Insurance Co | 25,845 | $3.40M | 0.10% | +895+3.6% | Added |
| HGK Asset Management Inc | 25,398 | $3.34M | 1.05% | +2,448+10.7% | Added |
| Whittier Trust Co of Nevada Inc | 25,331 | $3.33M | 0.12% | +3,898+18.2% | Added |
| Maryland State Retirement & Pension System | 25,226 | $3.32M | 0.09% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 25,206 | $3.32M | 0.05% | −26−0.1% | Reduced |
| Redmond Asset Management, LLC | 24,869 | $3.27M | 0.97% | +644+2.7% | Added |
| Wellington Shields Capital Management, LLC | 24,356 | $3.26M | 0.36% | +851+3.6% | Added |
| Castellan Group, LLC | 24,691 | $3.25M | 2.25% | +5,251+27.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,072 | $3.17M | 0.01% | −3,080−11.3% | Reduced |
| Banque Pictet & Cie SA | 23,804 | $3.13M | 0.02% | 00.0% | Unchanged |
| L & S Advisors Inc | 23,773 | $3.13M | 0.37% | −12,639−34.7% | Reduced |
| Concentric Wealth Management, LLC | 23,694 | $3.12M | 0.90% | +806+3.5% | Added |
| Teachers Retirement System of the State of Kentucky | 23,211 | $3.05M | 0.03% | −1,010−4.2% | Reduced |
| Pensionfund Sabic | 22,806 | $3.00M | 0.75% | −4,500−16.5% | Reduced |
| Soltis Investment Advisors LLC | 22,516 | $2.96M | 0.41% | +4,568+25.5% | Added |
| AlphaCrest Capital Management LLC | 22,182 | $2.92M | 0.16% | −6,141−21.7% | Reduced |
| Truvestments Capital LLC | 21,665 | $2.85M | 1.56% | −688−3.1% | Reduced |
| Yarbrough Capital, LLC | 21,500 | $2.83M | 0.16% | +6,500+43.3% | Added |
| AE Wealth Management LLC | 21,260 | $2.80M | 0.02% | −6,803−24.2% | Reduced |
| Malaga Cove Capital, LLC | 21,114 | $2.78M | 1.27% | −105−0.5% | Reduced |
| Quantbot Technologies LP | 21,089 | $2.77M | 0.24% | +21,089 | New |
| Kentucky Retirement Systems | 20,946 | $2.76M | 0.11% | +861+4.3% | Added |
| Louisiana State Employees Retirement System | 20,700 | $2.75M | 0.07% | +100+0.5% | Added |
| Candriam Luxembourg S.C.A. | 20,833 | $2.74M | 0.02% | +2,170+11.6% | Added |
| Virtu Financial LLC | 20,828 | $2.74M | 0.20% | +16,466+377.5% | Added |
| Grassi Investment Management | 20,732 | $2.73M | 0.29% | +1,877+10.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 20,330 | $2.67M | 0.02% | +2,400+13.4% | Added |
| KBC Group NV | 20,180 | $2.65M | 0.01% | −1,000−4.7% | Reduced |
| GAM Holding AG | 20,002 | $2.63M | 0.13% | −20.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 19,896 | $2.62M | 0.04% | +483+2.5% | Added |
| Great Valley Advisor Group, Inc. | 19,694 | $2.59M | 0.15% | +968+5.2% | Added |
| Banque Cantonale Vaudoise | 19,509 | $2.57M | 0.11% | +1,900+10.8% | Added |
| SAM Advisors, LLC | 19,311 | $2.54M | 1.10% | +825+4.5% | Added |
| Jupiter Asset Management Ltd | 19,106 | $2.51M | 0.03% | +2,671+16.3% | Added |
| New Mexico Educational Retirement Board | 19,095 | $2.51M | 0.09% | −1,000−5.0% | Reduced |
| Lake Street Advisors Group, LLC | 19,042 | $2.50M | 0.16% | +339+1.8% | Added |
| Lazard Asset Management LLC | 18,989 | $2.50M | 0.00% | −2,795−12.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 18,618 | $2.45M | 0.09% | +408+2.2% | Added |
| Snowden Capital Advisors LLC | 18,306 | $2.41M | 0.10% | +3,166+20.9% | Added |
| Clear Street Markets LLC | 18,235 | $2.40M | 0.72% | −68,906−79.1% | Reduced |
| Atria Wealth Solutions, Inc. | 18,018 | $2.37M | 0.04% | +18,018 | New |
| Rafferty Asset Management, LLC | 17,963 | $2.36M | 0.01% | −4,681−20.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 17,925 | $2.36M | 0.21% | +560+3.2% | Added |
| Ethic Inc. | 17,723 | $2.33M | 0.16% | +1,953+12.4% | Added |
| Natixis | 17,579 | $2.31M | 0.01% | −11,274−39.1% | Reduced |
| Ami Investment Management Inc | 17,576 | $2.31M | 1.04% | +204+1.2% | Added |
| Ontario Teachers Pension Plan Board | 17,464 | $2.30M | 0.03% | +2,606+17.5% | Added |
| Alpine Woods Capital Investors, LLC | 17,157 | $2.26M | 0.24% | −39−0.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 17,100 | $2.25M | 0.03% | +17,086+122,042.9% | Added |
| Meitav Dash Investments Ltd | 16,661 | $2.22M | 0.03% | −16,558−49.8% | Reduced |
| Pacer Advisors, Inc. | 16,848 | $2.22M | 0.02% | −29,543−63.7% | Reduced |
| Donoghue Forlines LLC | 16,855 | $2.22M | 0.48% | −8,215−32.8% | Reduced |
| Phocas Financial Corp. | 16,694 | $2.20M | 0.28% | −195−1.2% | Reduced |
| HAP Trading, LLC | 16,569 | $2.18M | 0.25% | +965+6.2% | Added |
| Fred Alger Management, LLC | 16,254 | $2.14M | 0.01% | −564,081−97.2% | Reduced |
| Great Lakes Advisors, LLC | 16,213 | $2.13M | 0.03% | −12,206−43.0% | Reduced |
| Commerce Bank | 16,202 | $2.13M | 0.01% | −973−5.7% | Reduced |
| Bremer Bank National Association | 16,152 | $2.13M | 0.35% | +16,152 | New |
| Tudor Investment Corp Et Al | 16,122 | $2.12M | 0.05% | +6,267+63.6% | Added |
| Segall Bryant & Hamill, LLC | 16,069 | $2.12M | 0.02% | +187+1.2% | Added |
| Intact Investment Management Inc. | 16,000 | $2.10M | 0.05% | 00.0% | Unchanged |
| Aquila Investment Management LLC | 16,000 | $2.10M | 1.19% | 00.0% | Unchanged |
| Lido Advisors, LLC | 15,864 | $2.09M | 0.04% | −18,597−54.0% | Reduced |
| Achmea Investment Management B.V. | 15,840 | $2.08M | 0.05% | +15,840 | New |
| Cetera Investment Advisers | 15,813 | $2.08M | 0.03% | −1,847−10.5% | Reduced |
| Advisory Services Network, LLC | 15,675 | $2.06M | 0.06% | +7,386+89.1% | Added |