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 |
|---|---|---|---|---|---|
| Baldwin Investment Management, LLC | 4,113 | $541.0K | 0.15% | −237−5.4% | Reduced |
| Centiva Capital, LP | 4,091 | $538.0K | 0.03% | +4,091 | New |
| Glenmede Trust Co NA | 4,053 | $533.0K | 0.00% | −481−10.6% | Reduced |
| Illinois Municipal Retirement Fund | 4,045 | $532.0K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,036 | $531.0K | 0.01% | +561+16.1% | Added |
| Highland Capital Management, LLC | 4,028 | $530.0K | 0.03% | 00.0% | Unchanged |
| RMR Wealth Builders | 4,019 | $529.0K | 0.11% | +1,583+65.0% | Added |
| Moody National Bank Trust Division | 4,007 | $527.0K | 0.02% | 00.0% | Unchanged |
| EJF Capital LLC | 4,000 | $526.0K | 0.06% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 4,000 | $526.0K | 1.14% | +4,000 | New |
| Tokio Marine Asset Management Co Ltd | 3,972 | $523.0K | 0.04% | +330+9.1% | Added |
| Signaturefd, LLC | 3,902 | $513.0K | 0.02% | −262−6.3% | Reduced |
| Heartland Bank & Trust Co | 3,833 | $504.0K | 0.38% | −124−3.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 3,757 | $494.0K | 0.04% | +22+0.6% | Added |
| Interchange Capital Partners, LLC | 3,740 | $492.0K | 0.51% | +180+5.1% | Added |
| HighTower Trust Services, LTA | 3,734 | $491.0K | 0.05% | +115+3.2% | Added |
| American Investment Services, Inc. | 3,724 | $490.0K | 0.11% | −317−7.8% | Reduced |
| MAI Capital Management | 3,716 | $489.0K | 0.01% | +127+3.5% | Added |
| RS Crum Inc. | 3,709 | $488.0K | 0.28% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,701 | $486.0K | 0.01% | +560+17.8% | Added |
| Oak Grove Capital LLC | 3,690 | $485.0K | 0.10% | −10−0.3% | Reduced |
| Invst, LLC | 4,103 | $485.0K | 0.08% | +137+3.5% | Added |
| Founders Capital Management | 3,020 | $483.0K | 0.31% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,650 | $480.0K | 0.04% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 3,571 | $480.0K | 0.13% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 3,644 | $479.0K | 0.03% | +3,644 | New |
| Intrua Financial, LLC | 3,633 | $478.0K | 0.09% | −505−12.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3,610 | $474.9K | 0.23% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,593 | $474.0K | 0.01% | +137+4.0% | Added |
| Sound View Wealth Advisors Group, LLC | 3,575 | $470.0K | 0.09% | −547−13.3% | Reduced |
| Synovus Financial Corp | 3,558 | $470.0K | 0.00% | −11−0.3% | Reduced |
| Gables Capital Management Inc. | 3,575 | $470.0K | 0.29% | +3,575 | New |
| Capitolis Advisors LLC | 3,500 | $460.0K | 0.02% | −53,166−93.8% | Reduced |
| Bessemer Securities LLC | 3,479 | $458.0K | 0.13% | −2,152−38.2% | Reduced |
| Clarius Group, LLC | 2,862 | $457.0K | 0.04% | 00.0% | Unchanged |
| TTP Investments, Inc. | 3,466 | $456.0K | 0.46% | +28+0.8% | Added |
| GeoWealth Management, LLC | 3,465 | $456.0K | 0.04% | +3,465 | New |
| Conning Inc. | 3,461 | $455.0K | 0.01% | −210−5.7% | Reduced |
| Trust Co of Vermont | 3,457 | $455.0K | 0.03% | +375+12.2% | Added |
| CWM Advisors, LLC | 3,453 | $454.0K | 0.05% | +10.0% | Added |
| Coldstream Capital Management Inc | 3,443 | $453.0K | 0.02% | −356−9.4% | Reduced |
| Siemens Fonds Invest GmbH | 3,419 | $450.0K | 0.04% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 3,400 | $447.0K | 0.10% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3,401 | $447.0K | 0.27% | +76+2.3% | Added |
| Compagnie Lombard Odier SCmA | 3,394 | $446.0K | 0.01% | −1,069−24.0% | Reduced |
| M&G Investment Management Ltd | 3,361 | $444.0K | 0.00% | +956+39.8% | Added |
| Ghe, LLC | 3,365 | $443.0K | 0.37% | −20−0.6% | Reduced |
| RFG Advisory, LLC | 3,358 | $442.0K | 0.03% | +3,358 | New |
| Golden State Equity Partners | 3,338 | $439.0K | 0.22% | −653−16.4% | Reduced |
| Element Pointe Advisors, LLC | 3,333 | $438.0K | 0.15% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 3,318 | $437.0K | 0.27% | +51+1.6% | Added |
| Optimum Investment Advisors | 3,314 | $436.0K | 0.18% | −64−1.9% | Reduced |
| Capasso Planning Partners LLC | 3,300 | $434.0K | 0.31% | −500−13.2% | Reduced |
| Joel Isaacson & Co., LLC | 3,396 | $434.0K | 0.03% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $434.0K | 0.14% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 3,275 | $431.0K | 0.32% | +1,575+92.6% | Added |
| Gateway Investment Advisers LLC | 3,268 | $430.0K | 0.00% | −92−2.7% | Reduced |
| Kingsview Wealth Management, LLC | 3,255 | $428.2K | 0.02% | +3,255 | New |
| Capital Investment Advisors, LLC | 3,253 | $428.0K | 0.01% | −1,597−32.9% | Reduced |
| Spire Wealth Management | 3,250 | $428.0K | 0.01% | −193−5.6% | Reduced |
| Silvercrest Asset Management Group LLC | 3,250 | $428.0K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 3,225 | $424.0K | 0.17% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 3,204 | $421.0K | 0.56% | +144+4.7% | Added |
| Twin Capital Management Inc | 3,185 | $419.0K | 0.05% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 3,178 | $418.0K | 0.06% | −183−5.4% | Reduced |
| MSH Capital Advisors LLC | 3,163 | $416.2K | 0.17% | −67−2.1% | Reduced |
| Cohen Klingenstein LLC | 3,100 | $408.0K | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 3,090 | $407.0K | 0.23% | +3,090 | New |
| Davenport & Co LLC | 3,055 | $402.0K | 0.00% | +1,250+69.3% | Added |
| Boothbay Fund Management, LLC | 3,037 | $400.0K | 0.01% | −23,139−88.4% | Reduced |
| Octavia Wealth Advisors, LLC | 3,034 | $399.0K | 0.09% | −536−15.0% | Reduced |
| M Holdings Securities, Inc. | 3,014 | $397.0K | 0.03% | +3,014 | New |
| Coco Enterprises, LLC | 2,976 | $396.0K | 0.31% | −226−7.1% | Reduced |
| Horizon Investments, LLC | 3,011 | $396.0K | 0.01% | +367+13.9% | Added |
| Meristem Family Wealth, LLC | 3,002 | $395.0K | 0.04% | −245−7.5% | Reduced |
| Salem Investment Counselors Inc | 3,000 | $395.0K | 0.02% | −150−4.8% | Reduced |
| Westover Capital Advisors, LLC | 3,000 | $395.0K | 0.12% | 00.0% | Unchanged |
| Stonnington Group, LLC | 3,100 | $393.0K | 0.09% | −400−11.4% | Reduced |
| Arkadios Wealth Advisors | 2,967 | $390.0K | 0.05% | −26−0.9% | Reduced |
| Integrated Advisors Network LLC | 2,962 | $390.0K | 0.02% | +1,039+54.0% | Added |
| Dakota Wealth Management | 2,963 | $390.0K | 0.03% | +2,963 | New |
| Benjamin F. Edwards & Company, Inc. | 2,928 | $385.0K | 0.02% | +1,659+130.7% | Added |
| CAPROCK Group, Inc. | 2,918 | $384.0K | 0.04% | +30+1.0% | Added |
| Bradley Foster & Sargent Inc | 2,910 | $383.0K | 0.01% | −191−6.2% | Reduced |
| Diversified Trust Co | 2,890 | $380.0K | 0.01% | −541−15.8% | Reduced |
| Continuum Advisory, LLC | 4,192 | $372.0K | 0.07% | +4,192 | New |
| Market Street Wealth Management Advisors LLC | 2,823 | $371.0K | 0.13% | 00.0% | Unchanged |
| Proequities, Inc. | 2,803 | $369.0K | 0.03% | +2,251+407.8% | Added |
| Jackson Square Capital, LLC | 2,783 | $366.0K | 0.11% | +55+2.0% | Added |
| Fund Management at Engine No. 1 LLC | 2,779 | $366.0K | 0.09% | +2,779 | New |
| All Season Financial Advisors, Inc. | 2,769 | $364.0K | 0.26% | −1,627−37.0% | Reduced |
| Dorsey Wright & Associates | 2,769 | $364.0K | 0.08% | −13−0.5% | Reduced |
| Colony Group LLC | 2,770 | $364.0K | 0.01% | +2,770 | New |
| Sequoia Financial Advisors, LLC | 2,759 | $363.0K | 0.01% | +720+35.3% | Added |
| Newbridge Financial Services Group, Inc. | 2,749 | $362.0K | 0.18% | −177−6.0% | Reduced |
| Lafayette Investments, Inc. | 2,750 | $362.0K | 0.09% | 00.0% | Unchanged |
| Savant Capital, LLC | 2,752 | $362.0K | 0.01% | +100+3.8% | Added |
| Verition Fund Management LLC | 2,742 | $361.0K | 0.01% | −3,668−57.2% | Reduced |
| Shelton Capital Management | 2,735 | $360.0K | 0.01% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 2,735 | $360.0K | 0.06% | +167+6.5% | Added |