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 |
|---|---|---|---|---|---|
| Stephens Inc | 6,744 | $887.0K | 0.01% | −522−7.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,730 | $885.4K | 0.01% | −662−9.0% | Reduced |
| Bank Hapoalim BM | 6,672 | $878.0K | 0.09% | −1,022−13.3% | Reduced |
| KMG Fiduciary Partners, LLC | 6,667 | $877.0K | 0.14% | +4,416+196.2% | Added |
| Panagora Asset Management Inc | 6,662 | $876.0K | 0.00% | −255,479−97.5% | Reduced |
| Paradigm Financial Partners, LLC | 6,770 | $866.0K | 0.19% | +4,807+244.9% | Added |
| JT Stratford LLC | 6,559 | $863.0K | 0.25% | +237+3.7% | Added |
| Future Financial Wealth Managment LLC | 6,517 | $857.0K | 0.71% | 00.0% | Unchanged |
| Toroso Investments, LLC | 6,508 | $856.0K | 0.03% | −3,342−33.9% | Reduced |
| 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 |
| Bank Julius Baer & Co. Ltd, Zurich | 6,401 | $842.0K | 0.01% | +172+2.8% | Added |
| Verdence Capital Advisors LLC | 6,386 | $840.0K | 0.10% | −573−8.2% | Reduced |
| Solidarilty Wealth, LLC | 6,385 | $838.0K | 0.47% | +6,385 | New |
| 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 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,299 | $829.0K | 0.01% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 6,291 | $828.0K | 0.01% | +2,761+78.2% | Added |
| Renasant Bank | 6,292 | $827.0K | 0.56% | +635+11.2% | Added |
| Boenning & Scattergood, Inc. | 6,270 | $825.0K | 0.13% | −279−4.3% | Reduced |
| 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 |
| Ausdal Financial Partners, Inc. | 6,127 | $806.0K | 0.11% | +23+0.4% | Added |
| CoreCap Advisors, LLC | 6,121 | $805.0K | 0.06% | +2,209+56.5% | Added |
| 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 |
| Weiss Multi-Strategy Advisers LLC | 6,012 | $791.0K | 0.02% | −6,587−52.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,004 | $790.0K | 0.03% | +6,004 | New |
| Everence Capital Management Inc | 5,879 | $773.0K | 0.06% | −2,280−27.9% | Reduced |
| Cigna Investments Inc | 5,767 | $758.0K | 0.09% | −1,679−22.5% | Reduced |
| Monetary Management Group Inc | 5,750 | $756.0K | 0.20% | 00.0% | Unchanged |
| Madison Wealth Management | 5,705 | $751.0K | 0.16% | 00.0% | Unchanged |
| Stevens Capital Management LP | 5,674 | $746.0K | 0.16% | +2,776+95.8% | Added |
| 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 |
| Chapman Investment Management, LLC | 5,538 | $729.0K | 0.39% | 00.0% | Unchanged |
| Hollencrest Capital Management | 5,516 | $726.0K | 0.06% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 5,510 | $725.0K | 0.03% | +22+0.4% | Added |
| Eqis Capital Management, Inc. | 5,493 | $723.0K | 0.06% | +1,978+56.3% | Added |
| American Portfolios Advisors | 5,454 | $717.6K | 0.02% | +155+2.9% | Added |
| NuWave Investment Management, LLC | 5,437 | $715.0K | 0.96% | +1,979+57.2% | Added |
| Parallel Advisors, LLC | 5,299 | $714.0K | 0.03% | −355−6.3% | Reduced |
| Affinity Investment Advisors, LLC | 5,394 | $710.0K | 0.29% | −57−1.0% | Reduced |
| Barometer Capital Management Inc. | 5,390 | $709.1K | 0.13% | −26,710−83.2% | Reduced |
| Paloma Partners Management Co | 5,367 | $706.0K | 0.05% | +5,249+4,448.3% | Added |
| MidWestOne Financial Group, Inc. | 5,354 | $704.0K | 0.15% | +184+3.6% | Added |
| Chilton Capital Management LLC | 5,315 | $699.0K | 0.04% | +3,991+301.4% | Added |
| Ergoteles LLC | 5,274 | $694.0K | 0.03% | −5,308−50.2% | Reduced |
| Leonteq Securities AG | 5,271 | $693.5K | 0.03% | +3,971+305.5% | Added |
| Harvest Fund Management Co., Ltd | 5,218 | $686.0K | 0.14% | −2,382−31.3% | Reduced |
| 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 |
| Cerro Pacific Wealth Advisors LLC | 5,140 | $676.0K | 0.41% | +246+5.0% | Added |
| 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 |
| 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 |
| Wedbush Securities Inc | 5,060 | $666.0K | 0.03% | +231+4.8% | Added |
| Deseret Mutual Benefit Administrators | 5,043 | $663.0K | 0.13% | −939−15.7% | Reduced |
| Alpha Cubed Investments, LLC | 5,023 | $661.0K | 0.04% | +1,357+37.0% | Added |
| Veriti Management LLC | 5,011 | $659.0K | 0.08% | −156−3.0% | Reduced |
| American Assets Inc | 5,000 | $658.0K | 0.18% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 4,991 | $657.0K | 0.39% | +1,912+62.1% | Added |
| Accuvest Global Advisors | 4,981 | $655.0K | 0.33% | +2,619+110.9% | Added |
| Marino, Stram & Associates LLC | 4,963 | $653.0K | 0.21% | +51+1.0% | Added |
| Mystic Asset Management, Inc. | 4,957 | $652.0K | 0.35% | +295+6.3% | Added |
| Pekin Hardy Strauss, Inc. | 4,903 | $645.0K | 0.09% | −8,075−62.2% | Reduced |
| Prudential PLC | 4,877 | $642.0K | 0.01% | +4,877 | New |
| Keybank National Association | 4,877 | $641.0K | 0.00% | +12+0.2% | Added |
| Retirement Planning Co of New England, Inc. | 4,864 | $640.0K | 0.36% | +222+4.8% | Added |
| Vienna Asset Management LLC | 4,850 | $638.0K | 0.88% | +4,850 | New |
| Gilman Hill Asset Management, LLC | 4,835 | $636.0K | 0.14% | +1,288+36.3% | Added |
| Stratos Wealth Partners, LTD. | 4,781 | $629.0K | 0.01% | +346+7.8% | Added |
| FDx Advisors, Inc. | 4,753 | $625.0K | 0.02% | −176−3.6% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 4,669 | $621.0K | 0.34% | +500+12.0% | Added |
| Pitcairn Co | 4,653 | $612.0K | 0.05% | −209−4.3% | Reduced |
| Ritholtz Wealth Management | 4,624 | $608.0K | 0.04% | −208−4.3% | Reduced |
| Wexford Capital LP | 4,615 | $607.0K | 0.13% | −40−0.9% | 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 |
| Castle Rock Wealth Management, LLC | 4,555 | $598.0K | 0.28% | −5,560−55.0% | Reduced |
| Abeille Asset Management SA | 4,494 | $591.0K | 0.02% | −461−9.3% | Reduced |
| MUFG Americas Holdings Corp | 4,485 | $590.0K | 0.01% | −573−11.3% | Reduced |
| TBH Global Asset Management, LLC | 4,470 | $588.0K | 0.13% | +600+15.5% | Added |
| 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 |
| Laurion Capital Management LP | 4,421 | $582.0K | 0.01% | +4,421 | New |
| First Hawaiian Bank | 4,391 | $578.0K | 0.02% | −7,158−62.0% | Reduced |
| Brown Advisory Inc | 4,390 | $577.0K | 0.00% | +2,164+97.2% | 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 |
| UBP Investment Advisors SA | 5,022 | $570.0K | 0.22% | +3,122+164.3% | Added |
| Ameritas Investment Partners, Inc. | 4,308 | $567.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| Wintrust Investments LLC | 4,143 | $545.0K | 0.05% | −50−1.2% | Reduced |
| Raymond James Trust N.A. | 4,138 | $544.0K | 0.02% | +371+9.8% | Added |
| First National Bank of Omaha | 4,125 | $543.0K | 0.03% | −685−14.2% | Reduced |