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Livermore
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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, Q2 2022

Institutional positions in Simon Property Group Inc. as of Jun 30, 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
940
−58 vs. Q1 2022
Shares held
279.6M
−2.42M (−0.9%) vs. Q1 2022
Total value
$26.5B
−$10.4B (−28.1%) vs. Q1 2022
New holders
88
419 more added
Sold out
146
304 more reduced

14 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 940 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 heldQ2 2022: $26.5B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q1 2022.

Institutions holding SPG in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Gradient Investments LLC5$00.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC3$00.00%−4−57.1%Reduced
Avion Wealth2$00.00%00.0%Unchanged
Annapolis Financial Services, LLC1$00.00%+1New
TD Ameritrade Investment Management, LLC14$1.00K0.00%−73−83.9%Reduced
ClariVest Asset Management LLC19$1.00K0.00%00.0%Unchanged
Independence Bank of Kentucky15$1.00K0.00%00.0%Unchanged
Versant Capital Management, Inc12$1.00K0.00%00.0%Unchanged
Surevest, LLC9$1.00K0.00%00.0%Unchanged
USA Financial Portformulas Corp9$1.00K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.11$1.00K0.00%00.0%Unchanged
TFC Financial Management8$1.00K0.00%00.0%Unchanged
Missouri Trust & Investment Co5$1.00K0.00%00.0%Unchanged
Cribstone Capital Management, LLC6$1.00K0.00%+6New
Oliver Lagore Vanvalin Investment Group6$1.00K0.00%+6New
Castleview Partners, LLC47$1.09K0.00%+46+4,600.0%Added
Contravisory Investment Management, Inc.21$2.00K0.00%−33,026−99.9%Reduced
Norway Savings Bank20$2.00K0.00%−85−81.0%Reduced
MCF Advisors LLC22$2.00K0.00%00.0%Unchanged
Cedar Wealth Management, LLC20$2.00K0.00%00.0%Unchanged
Bogart Wealth, LLC26$2.00K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC17$2.00K0.00%+3+21.4%Added
Prestige Wealth Management Group LLC18$2.00K0.00%00.0%Unchanged
Curi Capital19$2.00K0.00%+13+216.7%Added
Tucker Asset Management LLC25$2.37K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC31$3.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC29$3.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC34$3.23K0.00%00.0%Unchanged
Eagle Bay Advisors LLC34$3.23K0.00%+34New
Heritage Wealth Management, LLC42$3.99K0.00%+42New
Costello Asset Management, INC40$4.00K0.00%−468−92.1%Reduced
Exchange Traded Concepts, LLC44$4.00K0.00%−26−37.1%Reduced
Creative Financial Designs Inc42$4.00K0.00%00.0%Unchanged
Ci Investments Inc.40$4.00K0.00%00.0%Unchanged
Zullo Investment Group, Inc.40$4.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.43$4.00K0.00%+15+53.6%Added
Lee Financial Co55$5.00K0.00%−59−51.8%Reduced
GW&K Investment Management, LLC52$5.00K0.00%−8−13.3%Reduced
Arrow Financial Corp50$5.00K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC56$5.00K0.00%00.0%Unchanged
Oakworth Capital, Inc.52$5.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC54$5.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC48$5.00K0.00%00.0%Unchanged
Wagner Wealth Management, LLC51$5.00K0.00%+51New
Total Clarity Wealth Management, Inc.51$5.00K0.00%+51New
Focused Wealth Management, Inc68$6.00K0.00%−1,999−96.7%Reduced
JJJ Advisors Inc.54$6.00K0.00%−9−14.3%Reduced
Cordasco Financial Network75$7.00K0.01%00.0%Unchanged
Center for Financial Planning, Inc.76$7.00K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.69$7.00K0.00%+69New
Ancora Advisors, LLC76$7.00K0.00%+76New
WFA of San Diego, LLC74$7.00K0.01%+74New
Mach-1 Financial Group, Inc.75$7.00K0.00%+75New
BOK Financial Private Wealth, Inc.92$9.00K0.00%−1,670−94.8%Reduced
Webster Bank, N. A.100$9.00K0.00%−20−16.7%Reduced
Toth Financial Advisory Corp100$9.00K0.00%00.0%Unchanged
Sandy Spring Bank95$9.00K0.00%+1+1.1%Added
Core Alternative Capital94$9.00K0.00%+21+28.8%Added
TCI Wealth Advisors, Inc.104$10.0K0.00%−60−36.6%Reduced
Private Ocean, LLC109$10.0K0.00%−50−31.4%Reduced
Highlander Capital Management, LLC109$10.0K0.01%00.0%Unchanged
CoreFirst Bank & Trust110$10.0K0.01%00.0%Unchanged
Operose Advisors LLC110$10.0K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC100$10.0K0.00%00.0%Unchanged
Rise Advisors, LLC109$10.0K0.01%+64+142.2%Added
Chiron Investment Management, LLC103$10.0K0.00%+103New
Bell Investment Advisors, Inc109$10.0K0.00%+109New
Key Financial Inc114$11.0K0.01%00.0%Unchanged
Fieldpoint Private Securities, LLC120$11.0K0.00%+81+207.7%Added
Sutton Wealth Advisors Inc.119$11.3K0.00%+20+20.2%Added
Winch Advisory Services, LLC128$12.0K0.00%+2+1.6%Added
Horan Securities, Inc.125$12.0K0.01%+7+5.9%Added
Ronald Blue Trust, Inc.90$12.0K0.00%+90New
West Paces Advisors Inc.133$12.6K0.00%00.0%Unchanged
Grayhawk Investment Strategies Inc.105$13.0K0.01%+105New
Column Capital Advisors, LLC145$14.0K0.00%−10−6.5%Reduced
Iron Horse Wealth Management, LLC150$14.0K0.01%+50+50.0%Added
State of Wyoming154$15.0K0.01%−866−84.9%Reduced
Adirondack Trust Co156$15.0K0.01%00.0%Unchanged
Atwood & Palmer Inc155$15.0K0.00%00.0%Unchanged
Disciplined Investments, LLC153$15.0K0.01%00.0%Unchanged
Better Money Decisions, LLC155$15.0K0.01%+155New
Evoke Wealth, LLC181$17.0K0.00%−32−15.0%Reduced
Earnest Partners LLC178$17.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC190$18.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC204$19.0K0.01%+1+0.5%Added
High Net Worth Advisory Group LLC200$19.0K0.01%+150+300.0%Added
Riverview Trust Co211$20.0K0.02%−75−26.2%Reduced
Zions Bancorporation, N.A.220$21.0K0.00%−6−2.7%Reduced
Cyrus J. Lawrence, LLC218$21.0K0.01%00.0%Unchanged
Leelyn Smith, LLC220$21.0K0.01%+220New
Atlas Capital Advisors LLC225$21.4K0.00%−1,309−85.3%Reduced
Valley National Advisers Inc225$22.0K0.00%00.0%Unchanged
Tyler-Stone Wealth Management238$23.0K0.02%00.0%Unchanged
Bartlett & Co. Wealth Management LLC248$23.5K0.00%+41+19.8%Added
Bartlett & Co. LLC248$24.0K0.00%+41+19.8%Added
Patriot Financial Group Insurance Agency, LLC254$24.0K0.00%+190+296.9%Added
Arlington Partners LLC276$26.0K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.300$28.0K0.02%00.0%Unchanged
SOA Wealth Advisors, LLC.301$28.0K0.01%+7+2.4%Added