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 |
|---|---|---|---|---|---|
| Financial Management Network Inc | 15,057 | $2.03M | 1.03% | −483−3.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 15,371 | $2.02M | 0.03% | −2,233−12.7% | Reduced |
| E. Ohman J:or Asset Management AB | 15,100 | $1.99M | 0.07% | +9,400+164.9% | Added |
| JustInvest LLC | 14,931 | $1.96M | 0.10% | +2,832+23.4% | Added |
| Constitution Capital LLC | 14,761 | $1.94M | 1.06% | +14,761 | New |
| Lincoln National Corp | 14,639 | $1.93M | 0.04% | +2,554+21.1% | Added |
| Adell Harriman & Carpenter Inc | 14,403 | $1.89M | 0.18% | +1,635+12.8% | Added |
| Quantitative Investment Management, LLC | 14,374 | $1.89M | 0.20% | +14,374 | New |
| Arbor Capital Management Inc | 14,306 | $1.89M | 1.45% | −1,417−9.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 16,285 | $1.88M | 0.22% | −1,677−9.3% | Reduced |
| 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 |
| Beacon Pointe Advisors, LLC | 13,829 | $1.82M | 0.02% | +4,037+41.2% | Added |
| Flagship Harbor Advisors, LLC | 13,802 | $1.82M | 0.17% | +760+5.8% | Added |
| GWM Advisors LLC | 13,771 | $1.81M | 0.03% | −1,201−8.0% | Reduced |
| Eagle Asset Management Inc | 13,631 | $1.79M | 0.01% | +414+3.1% | Added |
| Fortem Financial Group, LLC | 13,386 | $1.76M | 0.77% | +7,245+118.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,072 | $1.72M | 0.04% | −3,868−22.8% | Reduced |
| Miracle Mile Advisors, LLC | 13,039 | $1.72M | 0.07% | +9,327+251.3% | Added |
| Ascent Group, LLC | 13,031 | $1.71M | 0.20% | +7,860+152.0% | Added |
| Peak Asset Management, LLC | 12,937 | $1.70M | 0.40% | +922+7.7% | Added |
| Williams Jones Wealth Management, LLC. | 12,824 | $1.69M | 0.02% | −1,305−9.2% | Reduced |
| Wolverine Asset Management LLC | 12,807 | $1.68M | 0.02% | +12,807 | New |
| Titleist Asset Management, Ltd. | 12,714 | $1.67M | 0.34% | −23−0.2% | Reduced |
| Arabesque Asset Management Ltd | 12,559 | $1.65M | 0.57% | +410+3.4% | Added |
| Versor Investments LP | 12,488 | $1.64M | 0.06% | +10,179+440.8% | Added |
| Intersect Capital LLC | 12,050 | $1.58M | 0.30% | −1,047−8.0% | Reduced |
| Convergence Investment Partners, LLC | 11,787 | $1.55M | 0.80% | +9,611+441.7% | Added |
| Veritable, L.P. | 11,715 | $1.54M | 0.02% | +573+5.1% | Added |
| Caption Management, LLC | 11,700 | $1.54M | 0.10% | −10,300−46.8% | Reduced |
| Two Sigma Securities, LLC | 11,617 | $1.53M | 0.21% | +8,939+333.8% | Added |
| Hudson Valley Investment Advisors Inc | 11,599 | $1.53M | 0.21% | +3,536+43.9% | Added |
| Gotham Asset Management, LLC | 11,554 | $1.52M | 0.05% | −16,096−58.2% | Reduced |
| Cetera Advisors LLC | 11,521 | $1.52M | 0.03% | +2,398+26.3% | Added |
| Brookstone Capital Management | 11,779 | $1.49M | 0.03% | −5,589−32.2% | Reduced |
| Stamos Capital Partners, L.P. | 11,330 | $1.49M | 0.50% | +5,030+79.8% | Added |
| Bokf, NA | 11,145 | $1.47M | 0.02% | +8,139+270.8% | Added |
| D.A. Davidson & Co. | 11,019 | $1.45M | 0.02% | +1,194+12.2% | Added |
| AIA Group Ltd | 10,964 | $1.44M | 0.06% | +9,092+485.7% | Added |
| KG&L Capital Management,LLC | 10,953 | $1.44M | 0.60% | +200+1.9% | Added |
| Pearl River Capital, LLC | 10,902 | $1.43M | 0.39% | +10,902 | New |
| Platte River Wealth Advisors, LLC | 10,829 | $1.43M | 0.52% | +1,317+13.8% | Added |
| Canandaigua National Corp | 10,826 | $1.42M | 0.22% | +10,826 | New |
| Park Avenue Securities LLC | 10,743 | $1.41M | 0.02% | +6,554+156.5% | Added |
| Cutler Group LP | 10,700 | $1.41M | 0.13% | −29,676−73.5% | Reduced |
| Strategic Investment Advisors | 10,646 | $1.40M | 0.26% | +10,646 | New |
| Carret Asset Management, LLC | 10,520 | $1.38M | 0.16% | +850+8.8% | Added |
| IFP Advisors, Inc | 6,850 | $1.34M | 0.02% | +5,376+364.7% | Added |
| Bramshill Investments, LLC | 10,172 | $1.34M | 0.19% | +733+7.8% | Added |
| Guardian Capital Advisors LP | 10,595 | $1.34M | 0.13% | +3,900+58.3% | Added |
| 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 |
| Pathstone Family Office, LLC | 9,936 | $1.31M | 0.03% | −719−6.7% | Reduced |
| LMR Partners LLP | 9,930 | $1.31M | 0.02% | −5,902−37.3% | Reduced |
| Jeppson Wealth Management, LLC | 9,822 | $1.29M | 0.60% | +1,812+22.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,700 | $1.28M | 0.11% | +905+10.3% | Added |
| Cascade Investment Advisors, Inc. | 9,688 | $1.27M | 0.78% | −15−0.2% | Reduced |
| Mark Asset Management LP | 9,514 | $1.25M | 0.23% | −181−1.9% | Reduced |
| Red Cedar Investment Management, LLC | 9,475 | $1.25M | 0.17% | −4,861−33.9% | Reduced |
| Acadian Asset Management LLC | 9,476 | $1.25M | 0.01% | −13,124−58.1% | Reduced |
| Investors Research Corp | 9,437 | $1.24M | 0.35% | +7,523+393.1% | Added |
| Glassy Mountain Advisors, Inc. | 9,388 | $1.24M | 0.63% | +541+6.1% | Added |
| Advisor Partners LLC | 9,027 | $1.19M | 0.07% | −1,004−10.0% | Reduced |
| New England Research & Management, Inc. | 9,025 | $1.19M | 0.62% | +2,525+38.8% | Added |
| Capital Management Associates | 9,000 | $1.18M | 1.27% | +9,000 | New |
| We Are One Seven, LLC | 8,992 | $1.18M | 0.13% | +935+11.6% | Added |
| 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 |
| National Asset Management, Inc. | 8,870 | $1.17M | 0.04% | −858−8.8% | Reduced |
| Kinneret Advisory, LLC | 8,670 | $1.14M | 0.13% | +8,670 | New |
| Bluefin Capital Management, LLC | 8,600 | $1.13M | 0.20% | −27,300−76.0% | Reduced |
| Harbor Investment Advisory, LLC | 8,580 | $1.13M | 0.15% | +3,759+78.0% | Added |
| Atria Investments LLC | 8,439 | $1.11M | 0.02% | +8,439 | New |
| TD Waterhouse Canada Inc. | 8,298 | $1.11M | 0.01% | −27,670−76.9% | Reduced |
| Profund Advisors LLC | 8,417 | $1.11M | 0.05% | −4,541−35.0% | Reduced |
| ExodusPoint Capital Management, LP | 8,259 | $1.09M | 0.02% | +8,259 | New |
| Trustmark National Bank Trust Department | 8,217 | $1.08M | 0.09% | +535+7.0% | Added |
| 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 |
| Pacific Global Investment Management CO | 8,061 | $1.06M | 0.21% | −59−0.7% | Reduced |
| Pendal Group Limited | 7,800 | $1.03M | 0.01% | −3,228−29.3% | Reduced |
| Moloney Securities Asset Management, LLC | 7,791 | $1.02M | 0.20% | +853+12.3% | Added |
| TrimTabs Asset Management, LLC | 7,739 | $1.02M | 0.34% | +193+2.6% | Added |
| Carl P. Sherr & Co., LLC | 7,677 | $1.01M | 0.68% | +201+2.7% | Added |
| Sigma Planning Corp | 7,629 | $1.00M | 0.03% | +2,008+35.7% | Added |
| Corient Capital Partners, LLC | 7,612 | $1.00M | 0.07% | +1,032+15.7% | Added |
| Engineers Gate Manager LP | 7,511 | $988.0K | 0.04% | −5,860−43.8% | Reduced |
| Vanderbilt University | 7,405 | $974.2K | 0.20% | +7,405 | New |
| Compton Capital Management Inc | 7,250 | $954.0K | 0.27% | +50+0.7% | Added |
| Wetherby Asset Management Inc | 7,151 | $941.0K | 0.05% | +470+7.0% | Added |
| Wellington Shields & Co., LLC | 7,070 | $930.0K | 0.31% | +300+4.4% | Added |
| Seeyond | 7,021 | $923.0K | 0.09% | +1,348+23.8% | Added |
| Gifford Fong Associates | 7,000 | $921.0K | 0.17% | 00.0% | Unchanged |
| Greenleaf Trust | 7,003 | $921.0K | 0.01% | +204+3.0% | Added |
| 1620 Investment Advisors, Inc. | 5,750 | $919.0K | 1.00% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 6,948 | $914.0K | 0.13% | +310+4.7% | Added |
| Shell Asset Management Co | 6,921 | $911.0K | 0.02% | −1,196−14.7% | Reduced |
| Sumitomo Life Insurance Co | 6,828 | $898.0K | 0.02% | −254−3.6% | Reduced |
| Connective Portfolio Management, LLC | 6,770 | $891.0K | 1.96% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 6,752 | $888.0K | 0.30% | +142+2.1% | Added |