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.
| 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 |
|---|---|---|---|---|---|
| Modera Wealth Management, LLC | 1,822 | $240.0K | 0.01% | +12+0.7% | Added |
| Welch Group, LLC | 1,809 | $238.0K | 0.01% | +1,809 | New |
| Clearwater Capital Advisors, LLC | 1,800 | $237.0K | 0.03% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 1,800 | $237.0K | 0.32% | +1,800 | New |
| Prudent Man Advisors, LLC | 1,794 | $236.0K | 0.10% | −12−0.7% | Reduced |
| Cabot Wealth Management Inc | 1,795 | $236.0K | 0.03% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,475 | $236.0K | 0.08% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,761 | $232.0K | 0.03% | −34,071−95.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,762 | $232.0K | 0.02% | +103+6.2% | Added |
| Good Life Advisors, LLC | 1,759 | $231.0K | 0.03% | +196+12.5% | Added |
| Mission Wealth Management, LP | 1,759 | $231.0K | 0.01% | +281+19.0% | Added |
| Coastline Trust Co | 1,750 | $230.0K | 0.03% | −750−30.0% | Reduced |
| BDO Wealth Advisors, LLC | 1,747 | $230.0K | 0.02% | +4+0.2% | Added |
| International Assets Investment Management, LLC | 1,747 | $230.0K | 0.04% | +77+4.6% | Added |
| CIBC Private Wealth Group, LLC | 1,739 | $229.0K | 0.00% | −285−14.1% | Reduced |
| Affinity Wealth Management LLC | 1,762 | $227.0K | 0.05% | −276−13.5% | Reduced |
| BFT Financial Group, LLC | 1,722 | $227.0K | 0.04% | +1,722 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,683 | $222.0K | 0.01% | −69−3.9% | Reduced |
| Warther Private Wealth, LLC | 1,659 | $221.0K | 0.14% | −137−7.6% | Reduced |
| Fort Point Capital Partners LLC | 1,672 | $220.0K | 0.03% | +1,672 | New |
| Measured Wealth Private Client Group, LLC | 1,675 | $220.0K | 0.08% | +1,675 | New |
| Personal Capital Advisors Corp | 1,663 | $219.0K | 0.00% | +1,663 | New |
| Buckingham Strategic Wealth, LLC | 1,653 | $218.0K | 0.00% | −702−29.8% | Reduced |
| Avestar Capital, LLC | 1,658 | $218.0K | 0.04% | +52+3.2% | Added |
| Inspire Advisors, LLC | 1,618 | $213.0K | 0.06% | +1,618 | New |
| Dividend Assets Capital, LLC | 1,600 | $210.0K | 0.04% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 1,589 | $209.0K | 0.16% | +16+1.0% | Added |
| Clientfirst Wealth Management, LLC | 1,593 | $209.0K | 0.19% | 00.0% | Unchanged |
| Tobam | 1,577 | $207.0K | 0.01% | −424−21.2% | Reduced |
| Indie Asset Partners, LLC | 1,573 | $207.0K | 0.16% | +35+2.3% | Added |
| Ford Financial Group, LLC | 1,573 | $206.0K | 0.08% | −117−6.9% | Reduced |
| Gsa Capital Partners LLP | 1,560 | $205.0K | 0.03% | +1,560 | New |
| Burleson & Company, LLC | 1,541 | $203.0K | 0.03% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 1,535 | $202.0K | 0.01% | +1,535 | New |
| Atlas Capital Advisors LLC | 1,534 | $201.8K | 0.03% | −684−30.8% | Reduced |
| Level Four Advisory Services, LLC | 1,531 | $201.0K | 0.02% | −2,101−57.8% | Reduced |
| My Legacy Advisors, LLC | 1,529 | $201.0K | 0.09% | +1,529 | New |
| Washington Trust Co | 1,455 | $191.0K | 0.01% | −4−0.3% | Reduced |
| Lindbrook Capital, LLC | 1,287 | $169.0K | 0.03% | +21+1.7% | Added |
| Logan Capital Management Inc | 1,272 | $167.0K | 0.01% | −108−7.8% | Reduced |
| Longfellow Investment Management Co LLC | 1,261 | $166.0K | 0.03% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 1,208 | $159.0K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 1,207 | $159.0K | 0.11% | +364+43.2% | Added |
| Cambridge Trust Co | 1,175 | $155.0K | 0.01% | −35−2.9% | Reduced |
| Koshinski Asset Management, Inc. | 1,099 | $144.6K | 0.01% | +10+0.9% | Added |
| Rowland & Co Investment Counsel | 1,045 | $137.5K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,039 | $137.0K | 0.05% | +54+5.5% | Added |
| Kozak & Associates, Inc. | 1,015 | $135.0K | 0.09% | 00.0% | Unchanged |
| State of Wyoming | 1,020 | $134.0K | 0.07% | −165−13.9% | Reduced |
| Activest Wealth Management | 1,005 | $132.0K | 0.08% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,000 | $132.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,000 | $132.0K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 1,000 | $131.0K | 0.00% | +750+300.0% | Added |
| Desjardins Global Asset Management Inc. | 991 | $130.0K | 0.01% | −60−5.7% | Reduced |
| Central Trust Co | 980 | $129.0K | 0.00% | +155+18.8% | Added |
| Money Concepts Capital Corp | 957 | $126.0K | 0.01% | +957 | New |
| Ellevest, Inc. | 933 | $123.0K | 0.01% | +243+35.2% | Added |
| North Star Investment Management Corp. | 930 | $122.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 829 | $109.0K | 0.02% | −3,605−81.3% | Reduced |
| Motco | 830 | $109.0K | 0.01% | −17−2.0% | Reduced |
| Silvant Capital Management LLC | 821 | $108.0K | 0.02% | +230+38.9% | Added |
| Cullen/Frost Bankers, Inc. | 800 | $105.0K | 0.00% | −8−1.0% | Reduced |
| Front Row Advisors LLC | 800 | $105.0K | 0.04% | 00.0% | Unchanged |
| Private Capital Group, LLC | 792 | $104.0K | 0.02% | +40+5.3% | Added |
| Concord Wealth Partners | 783 | $103.0K | 0.03% | 00.0% | Unchanged |
| Hoey Investments, Inc | 775 | $102.0K | 0.03% | 00.0% | Unchanged |
| Covington Capital Management | 763 | $100.0K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 752 | $99.0K | 0.05% | +732+3,660.0% | Added |
| CVA Family Office, LLC | 700 | $92.0K | 0.02% | +175+33.3% | Added |
| Capital Analysts, LLC | 651 | $86.0K | 0.01% | −54−7.7% | Reduced |
| Parkside Financial Bank & Trust | 638 | $84.0K | 0.02% | +93+17.1% | Added |
| First Financial Corp | 640 | $84.0K | 0.05% | +175+37.6% | Added |
| Farmers & Merchants Investments Inc | 624 | $82.0K | 0.00% | −58−8.5% | Reduced |
| US Asset Management LLC | 626 | $82.0K | 0.08% | +626 | New |
| Smithfield Trust Co | 571 | $76.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 565 | $74.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 556 | $73.0K | 0.00% | +550+9,166.7% | Added |
| Fortitude Advisory Group L.L.C. | 542 | $71.0K | 0.04% | +53+10.8% | Added |
| Clearstead Advisors, LLC | 538 | $71.0K | 0.00% | +237+78.7% | Added |
| Costello Asset Management, INC | 508 | $67.0K | 0.05% | +1+0.2% | Added |
| Hantz Financial Services, Inc. | 471 | $62.0K | 0.00% | +471 | New |
| Massmutual Trust Co FSB | 453 | $60.0K | 0.00% | −116−20.4% | Reduced |
| TCWP LLC | 449 | $59.0K | 0.01% | +449 | New |
| Selective Wealth Management, Inc. | 442 | $58.0K | 0.02% | +442 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 430 | $56.0K | 0.00% | +3+0.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 412 | $54.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 400 | $53.0K | 0.00% | −262−39.6% | Reduced |
| MV Capital Management, Inc. | 406 | $53.0K | 0.01% | +4+1.0% | Added |
| HHM Wealth Advisors, LLC | 387 | $51.0K | 0.01% | +387 | New |
| Glassman Wealth Services | 377 | $50.0K | 0.01% | +67+21.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 370 | $49.0K | 0.00% | −5,430−93.6% | Reduced |
| Exane Derivatives | 371 | $48.8K | 0.01% | −200−35.0% | Reduced |
| Hudock, Inc. | 368 | $48.0K | 0.01% | +250+211.9% | Added |
| Global Retirement Partners, LLC | 440 | $47.0K | 0.00% | +440 | New |
| Carolinas Wealth Consulting LLC | 339 | $45.0K | 0.01% | −21−5.8% | Reduced |
| American National Bank | 341 | $45.0K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 336 | $44.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 325 | $42.8K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 315 | $41.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 315 | $41.0K | 0.00% | +4+1.3% | Added |