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Simon Property Group Inc.

SPG
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001063761

In the last 90 days, Simon Property Group Inc. insiders filed 11 open-market purchases and 0 sales; 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
Prospera Financial Services Inc2,708$356.0K0.01%−166−5.8%Reduced
Rothschild Investment Corp2,698$355.0K0.03%−550−16.9%Reduced
Checchi Capital Advisers, LLC2,700$355.0K0.04%+305+12.7%Added
Umb Bank N A2,687$354.0K0.00%00.0%Unchanged
Orion Portfolio Solutions, LLC2,682$353.0K0.01%+276+11.5%Added
Proficio Capital Partners LLC2,685$353.0K0.05%+424+18.8%Added
Quadrant Capital Group LLC2,657$350.0K0.04%+80+3.1%Added
Sentry Investment Management LLC2,628$346.0K0.11%−376−12.5%Reduced
Intrust Bank NA2,629$345.0K0.04%−31−1.2%Reduced
Cetera Advisor Networks LLC2,612$344.0K0.00%−2,145−45.1%Reduced
KB Financial Partners, LLC2,610$343.0K0.09%+655+33.5%Added
Independent Financial Group, LLC2,606$342.9K0.03%−17,515−87.0%Reduced
Asset Management Resources, LLC2,599$342.0K0.28%−172−6.2%Reduced
Infrastructure Capital Advisors, LLC2,601$342.0K0.05%+2,601New
Machina Capital S.A.S.2,600$342.0K0.75%+2,600New
TD Private Client Wealth LLC2,594$341.3K0.01%−60−2.3%Reduced
Boston Family Office LLC2,561$337.0K0.02%+309+13.7%Added
Renaissance Group LLC2,557$336.0K0.02%00.0%Unchanged
Hodges Capital Management Inc.2,549$335.0K0.03%+881+52.8%Added
Moody Lynn & Lieberson, LLC2,500$329.0K0.02%−434−14.8%Reduced
Camelot Portfolios, LLC2,490$328.0K0.16%−917−26.9%Reduced
Merrion Investment Management Co, LLC2,500$328.0K0.24%00.0%Unchanged
Stratos Wealth Advisors, LLC2,485$327.0K0.03%−94−3.6%Reduced
SkyView Investment Advisors, LLC2,489$327.0K0.08%−9,334−78.9%Reduced
EPG Wealth Management LLC2,471$325.0K0.11%−43−1.7%Reduced
Strategic Wealth Designers2,473$325.0K0.08%+8+0.3%Added
Schechter Investment Advisors, LLC2,469$325.0K0.03%+191+8.4%Added
Livforsakringsbolaget Skandia, Omsesidigt2,444$322.0K0.02%00.0%Unchanged
Center For Asset Management LLC2,446$322.0K0.25%+2,446New
Pinnacle Associates Ltd2,440$321.0K0.01%−82−3.3%Reduced
First National Bank Sioux Falls2,415$318.0K0.33%00.0%Unchanged
Sunbelt Securities, Inc.2,362$318.0K0.06%+670+39.6%Added
First Horizon Advisors, Inc.2,377$313.0K0.02%+427+21.9%Added
Stiles Financial Services Inc2,234$310.0K0.16%+98+4.6%Added
Private Capital Management LLC2,349$309.0K0.10%+2,349New
Signature Wealth Management Partners, LLC2,341$308.0K0.26%00.0%Unchanged
Stock Yards Bank & Trust Co2,334$307.0K0.02%−1,008−30.2%Reduced
Godshalk Welsh Capital Management, Inc.2,325$306.0K0.19%00.0%Unchanged
Mirador Capital Partners LP2,328$306.0K0.06%+17+0.7%Added
Assenagon Asset Management S.A.2,320$305.0K0.00%−55−2.3%Reduced
Options Solutions, LLC2,307$304.0K0.32%+2,307New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,300$302.6K0.00%−1,520−39.8%Reduced
Integrated Wealth Concepts LLC2,293$302.0K0.01%−3,385−59.6%Reduced
Arete Wealth Advisors, LLC2,290$301.0K0.03%+147+6.9%Added
Journey Strategic Wealth LLC2,280$300.0K0.03%+90+4.1%Added
Blueprint Investment Partners LLC2,252$296.0K0.08%−1,424−38.7%Reduced
J.W. Cole Advisors, Inc.2,239$295.0K0.02%−932−29.4%Reduced
Brown Brothers Harriman & Co2,242$295.0K0.00%+2,006+850.0%Added
MBL Wealth, LLC2,240$295.0K0.07%+2,240New
Hilltop Holdings Inc.2,237$294.0K0.03%+2,237New
Financial Advocates Investment Management2,215$292.0K0.02%+2,215New
Rockland Trust Co2,216$291.0K0.02%00.0%Unchanged
Edmp, Inc.2,212$291.0K0.27%00.0%Unchanged
Morse Asset Management, Inc2,203$290.0K0.07%−10,545−82.7%Reduced
Schulhoff & Co Inc2,200$289.0K0.12%00.0%Unchanged
Greenwich Wealth Management LLC2,194$289.0K0.03%+930+73.6%Added
IFG Advisory, LLC2,177$286.0K0.03%−530−19.6%Reduced
Novare Capital Management LLC2,160$284.0K0.03%+502+30.3%Added
Manchester Capital Management LLC2,152$283.0K0.04%−965−31.0%Reduced
First Dallas Securities Inc.2,150$283.0K0.16%−50−2.3%Reduced
Sloy Dahl & Holst, LLC2,139$281.0K0.05%00.0%Unchanged
CWM, LLC2,137$281.0K0.00%+642+42.9%Added
Zeke Capital Advisors, LLC2,118$279.0K0.01%+2,118New
Whalerock Point Partners, LLC2,119$278.8K0.10%00.0%Unchanged
Kercheville Advisors, LLC2,100$276.0K0.13%+50+2.4%Added
First Affirmative Financial Network2,071$272.0K0.26%−46−2.2%Reduced
Focused Wealth Management, Inc2,067$272.0K0.04%+10.0%Added
Congress Wealth Management LLC2,060$270.0K0.01%−37−1.8%Reduced
Ninepoint Partners LP2,028$267.0K0.06%−448−18.1%Reduced
Minot Wealth Management LLC2,028$267.0K0.06%−95−4.5%Reduced
First National Bank2,020$266.0K0.24%+550+37.4%Added
Regions Financial Corp2,019$266.0K0.00%+737+57.5%Added
Sawtooth Solutions, LLC2,016$265.0K0.03%−2,498−55.3%Reduced
Mutual Advisors, LLC2,014$265.0K0.01%+36+1.8%Added
Gabelli Funds LLC2,000$263.0K0.00%−500−20.0%Reduced
Covenant Asset Management, LLC2,000$263.0K0.08%+2,000New
American National Insurance Co1,986$261.0K0.07%00.0%Unchanged
Coastal Bridge Advisors, LLC1,987$261.0K0.06%−1−0.1%Reduced
Rehmann Capital Advisory Group1,978$260.3K0.02%−35−1.7%Reduced
Dorsey & Whitney Trust CO LLC1,978$260.0K0.02%−92−4.4%Reduced
Alpine Global Management, LLC1,966$259.0K0.07%−1,731−46.8%Reduced
Regent Peak Wealth Advisors LLC1,959$258.0K0.07%+13+0.7%Added
Washington Trust Bank1,962$258.0K0.03%+222+12.8%Added
Vicus Capital1,958$258.0K0.03%+117+6.4%Added
Patten Group, Inc.1,940$255.0K0.07%00.0%Unchanged
NBT Bank N A1,900$250.0K0.03%00.0%Unchanged
Bellecapital International Ltd.1,900$250.0K0.08%00.0%Unchanged
Sterling Investment Counsel, LLC1,901$250.0K0.17%+1,901New
Kistler-Tiffany Companies, LLC1,894$249.0K0.05%+40+2.2%Added
Comerica Securities,inc.1,883$248.0K0.02%+391+26.2%Added
American State Bank (Iowa)1,882$247.6K0.17%00.0%Unchanged
Valley Forge Investment Consultants Inc Adv1,879$247.0K0.10%00.0%Unchanged
American National Registered Investment Advisor, Inc.1,880$247.0K0.09%00.0%Unchanged
Regal Investment Advisors LLC1,864$246.0K0.02%−19−1.0%Reduced
Waddell & Associates, LLC1,872$246.0K0.04%00.0%Unchanged
Cladis Investment Advisory, LLC2,100$245.5K0.20%−100−4.5%Reduced
Carnegie Capital Asset Management, LLC1,864$245.0K0.01%00.0%Unchanged
Apollon Wealth Management, LLC1,865$245.0K0.02%+493+35.9%Added
Ballentine Partners, LLC1,856$243.0K0.01%+81+4.6%Added
AdvisorNet Financial, Inc1,841$242.0K0.02%+1,241+206.8%Added