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
Baldwin Investment Management, LLC4,113$541.0K0.15%−237−5.4%Reduced
Centiva Capital, LP4,091$538.0K0.03%+4,091New
Glenmede Trust Co NA4,053$533.0K0.00%−481−10.6%Reduced
Illinois Municipal Retirement Fund4,045$532.0K0.02%00.0%Unchanged
Boston Private Wealth LLC4,036$531.0K0.01%+561+16.1%Added
Highland Capital Management, LLC4,028$530.0K0.03%00.0%Unchanged
RMR Wealth Builders4,019$529.0K0.11%+1,583+65.0%Added
Moody National Bank Trust Division4,007$527.0K0.02%00.0%Unchanged
EJF Capital LLC4,000$526.0K0.06%00.0%Unchanged
Axiom Investment Management LLC4,000$526.0K1.14%+4,000New
Tokio Marine Asset Management Co Ltd3,972$523.0K0.04%+330+9.1%Added
Signaturefd, LLC3,902$513.0K0.02%−262−6.3%Reduced
Heartland Bank & Trust Co3,833$504.0K0.38%−124−3.1%Reduced
Laurel Wealth Advisors, Inc.3,757$494.0K0.04%+22+0.6%Added
Interchange Capital Partners, LLC3,740$492.0K0.51%+180+5.1%Added
HighTower Trust Services, LTA3,734$491.0K0.05%+115+3.2%Added
American Investment Services, Inc.3,724$490.0K0.11%−317−7.8%Reduced
MAI Capital Management3,716$489.0K0.01%+127+3.5%Added
RS Crum Inc.3,709$488.0K0.28%00.0%Unchanged
Penserra Capital Management LLC3,701$486.0K0.01%+560+17.8%Added
Oak Grove Capital LLC3,690$485.0K0.10%−10−0.3%Reduced
Invst, LLC4,103$485.0K0.08%+137+3.5%Added
Founders Capital Management3,020$483.0K0.31%00.0%Unchanged
Mogy Joel R Investment Counsel Inc3,650$480.0K0.04%00.0%Unchanged
Ninety One SA (PTY) Ltd3,571$480.0K0.13%00.0%Unchanged
Vestmark Advisory Solutions, Inc.3,644$479.0K0.03%+3,644New
Intrua Financial, LLC3,633$478.0K0.09%−505−12.2%Reduced
Brown, Lisle/Cummings, Inc.3,610$474.9K0.23%00.0%Unchanged
Avantax Advisory Services, Inc.3,593$474.0K0.01%+137+4.0%Added
Sound View Wealth Advisors Group, LLC3,575$470.0K0.09%−547−13.3%Reduced
Synovus Financial Corp3,558$470.0K0.00%−11−0.3%Reduced
Gables Capital Management Inc.3,575$470.0K0.29%+3,575New
Capitolis Advisors LLC3,500$460.0K0.02%−53,166−93.8%Reduced
Bessemer Securities LLC3,479$458.0K0.13%−2,152−38.2%Reduced
Clarius Group, LLC2,862$457.0K0.04%00.0%Unchanged
TTP Investments, Inc.3,466$456.0K0.46%+28+0.8%Added
GeoWealth Management, LLC3,465$456.0K0.04%+3,465New
Conning Inc.3,461$455.0K0.01%−210−5.7%Reduced
Trust Co of Vermont3,457$455.0K0.03%+375+12.2%Added
CWM Advisors, LLC3,453$454.0K0.05%+10.0%Added
Coldstream Capital Management Inc3,443$453.0K0.02%−356−9.4%Reduced
Siemens Fonds Invest GmbH3,419$450.0K0.04%00.0%Unchanged
Marietta Investment Partners LLC3,400$447.0K0.10%00.0%Unchanged
AllSquare Wealth Management LLC3,401$447.0K0.27%+76+2.3%Added
Compagnie Lombard Odier SCmA3,394$446.0K0.01%−1,069−24.0%Reduced
M&G Investment Management Ltd3,361$444.0K0.00%+956+39.8%Added
Ghe, LLC3,365$443.0K0.37%−20−0.6%Reduced
RFG Advisory, LLC3,358$442.0K0.03%+3,358New
Golden State Equity Partners3,338$439.0K0.22%−653−16.4%Reduced
Element Pointe Advisors, LLC3,333$438.0K0.15%00.0%Unchanged
Lederer & Associates Investment Counsel3,318$437.0K0.27%+51+1.6%Added
Optimum Investment Advisors3,314$436.0K0.18%−64−1.9%Reduced
Capasso Planning Partners LLC3,300$434.0K0.31%−500−13.2%Reduced
Joel Isaacson & Co., LLC3,396$434.0K0.03%00.0%Unchanged
Supplemental Annuity Collective Trust of NJ3,300$434.0K0.14%00.0%Unchanged
Benchmark Investment Advisors LLC3,275$431.0K0.32%+1,575+92.6%Added
Gateway Investment Advisers LLC3,268$430.0K0.00%−92−2.7%Reduced
Kingsview Wealth Management, LLC3,255$428.2K0.02%+3,255New
Capital Investment Advisors, LLC3,253$428.0K0.01%−1,597−32.9%Reduced
Spire Wealth Management3,250$428.0K0.01%−193−5.6%Reduced
Silvercrest Asset Management Group LLC3,250$428.0K0.00%00.0%Unchanged
Reuter James Wealth Management, LLC3,225$424.0K0.17%00.0%Unchanged
Sage Investment Advisers LLC3,204$421.0K0.56%+144+4.7%Added
Twin Capital Management Inc3,185$419.0K0.05%00.0%Unchanged
Cornerstone Advisory, LLC3,178$418.0K0.06%−183−5.4%Reduced
MSH Capital Advisors LLC3,163$416.2K0.17%−67−2.1%Reduced
Cohen Klingenstein LLC3,100$408.0K0.02%00.0%Unchanged
Fox Run Management, L.L.C.3,090$407.0K0.23%+3,090New
Davenport & Co LLC3,055$402.0K0.00%+1,250+69.3%Added
Boothbay Fund Management, LLC3,037$400.0K0.01%−23,139−88.4%Reduced
Octavia Wealth Advisors, LLC3,034$399.0K0.09%−536−15.0%Reduced
M Holdings Securities, Inc.3,014$397.0K0.03%+3,014New
Coco Enterprises, LLC2,976$396.0K0.31%−226−7.1%Reduced
Horizon Investments, LLC3,011$396.0K0.01%+367+13.9%Added
Meristem Family Wealth, LLC3,002$395.0K0.04%−245−7.5%Reduced
Salem Investment Counselors Inc3,000$395.0K0.02%−150−4.8%Reduced
Westover Capital Advisors, LLC3,000$395.0K0.12%00.0%Unchanged
Stonnington Group, LLC3,100$393.0K0.09%−400−11.4%Reduced
Arkadios Wealth Advisors2,967$390.0K0.05%−26−0.9%Reduced
Integrated Advisors Network LLC2,962$390.0K0.02%+1,039+54.0%Added
Dakota Wealth Management2,963$390.0K0.03%+2,963New
Benjamin F. Edwards & Company, Inc.2,928$385.0K0.02%+1,659+130.7%Added
CAPROCK Group, Inc.2,918$384.0K0.04%+30+1.0%Added
Bradley Foster & Sargent Inc2,910$383.0K0.01%−191−6.2%Reduced
Diversified Trust Co2,890$380.0K0.01%−541−15.8%Reduced
Continuum Advisory, LLC4,192$372.0K0.07%+4,192New
Market Street Wealth Management Advisors LLC2,823$371.0K0.13%00.0%Unchanged
Proequities, Inc.2,803$369.0K0.03%+2,251+407.8%Added
Jackson Square Capital, LLC2,783$366.0K0.11%+55+2.0%Added
Fund Management at Engine No. 1 LLC2,779$366.0K0.09%+2,779New
All Season Financial Advisors, Inc.2,769$364.0K0.26%−1,627−37.0%Reduced
Dorsey Wright & Associates2,769$364.0K0.08%−13−0.5%Reduced
Colony Group LLC2,770$364.0K0.01%+2,770New
Sequoia Financial Advisors, LLC2,759$363.0K0.01%+720+35.3%Added
Newbridge Financial Services Group, Inc.2,749$362.0K0.18%−177−6.0%Reduced
Lafayette Investments, Inc.2,750$362.0K0.09%00.0%Unchanged
Savant Capital, LLC2,752$362.0K0.01%+100+3.8%Added
Verition Fund Management LLC2,742$361.0K0.01%−3,668−57.2%Reduced
Shelton Capital Management2,735$360.0K0.01%00.0%Unchanged
Alpha Omega Wealth Management LLC2,735$360.0K0.06%+167+6.5%Added