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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mine & Arao Wealth Creation & Management, LLC. | 307 | $29.0K | 0.02% | +4+1.3% | Added |
| Beacon Capital Management, LLC | 219 | $29.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 310 | $29.0K | 0.00% | +300+3,000.0% | Added |
| Allworth Financial LP | 315 | $30.0K | 0.00% | −241−43.3% | Reduced |
| AlphaMark Advisors, LLC | 315 | $30.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 320 | $30.0K | 0.00% | +5+1.6% | Added |
| Anchor Investment Management, LLC | 325 | $30.8K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 330 | $31.0K | 0.02% | −6−1.8% | Reduced |
| Quent Capital, LLC | 329 | $31.0K | 0.01% | +36+12.3% | Added |
| FourThought Financial, LLC | 325 | $31.0K | 0.00% | +200+160.0% | Added |
| Burleson & Company, LLC | 341 | $32.0K | 0.01% | −1,200−77.9% | Reduced |
| MV Capital Management, Inc. | 341 | $32.0K | 0.01% | −65−16.0% | Reduced |
| American National Bank | 341 | $32.0K | 0.01% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 343 | $33.0K | 0.01% | −31,145−98.9% | Reduced |
| Jones Financial Companies LLLP | 344 | $33.0K | 0.00% | −56−14.0% | Reduced |
| Global Retirement Partners, LLC | 351 | $33.0K | 0.00% | −89−20.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 376 | $35.0K | 0.00% | −54−12.6% | Reduced |
| Hoey Investments, Inc | 375 | $36.0K | 0.02% | −400−51.6% | Reduced |
| HHM Wealth Advisors, LLC | 376 | $36.0K | 0.01% | −11−2.8% | Reduced |
| SeaCrest Wealth Management, LLC | 387 | $37.0K | 0.00% | +387 | New |
| JTC Employer Solutions Trusteee Ltd | 412 | $39.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 432 | $41.0K | 0.00% | −525−54.9% | Reduced |
| Glassman Wealth Services | 436 | $41.0K | 0.01% | +59+15.6% | Added |
| EverSource Wealth Advisors, LLC | 464 | $44.0K | 0.01% | +192+70.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $47.0K | 0.00% | +130+35.1% | Added |
| Carolinas Wealth Consulting LLC | 491 | $47.0K | 0.01% | +152+44.8% | Added |
| Crewe Advisors LLC | 501 | $48.0K | 0.01% | +436+670.8% | Added |
| Castle Wealth Management LLC | 505 | $48.0K | 0.03% | +505 | New |
| Venture Visionary Partners LLC | 516 | $49.0K | 0.00% | +516 | New |
| Hudock, Inc. | 518 | $49.0K | 0.02% | +150+40.8% | Added |
| Pacer Advisors, Inc. | 522 | $50.0K | 0.00% | −16,326−96.9% | Reduced |
| Neo Ivy Capital Management | 534 | $50.0K | 0.13% | +534 | New |
| Brown Brothers Harriman & Co | 534 | $51.0K | 0.00% | −1,708−76.2% | Reduced |
| Massmutual Trust Co FSB | 537 | $51.0K | 0.00% | +84+18.5% | Added |
| Private Trust Co NA | 544 | $52.0K | 0.01% | +544 | New |
| Harbour Investments, Inc. | 572 | $54.0K | 0.00% | +572 | New |
| Howe & Rusling Inc | 583 | $55.0K | 0.01% | +18+3.2% | Added |
| Clearstead Advisors, LLC | 582 | $55.0K | 0.00% | +44+8.2% | Added |
| CX Institutional | 597 | $57.0K | 0.00% | +597 | New |
| Farmers & Merchants Investments Inc | 624 | $59.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 640 | $60.0K | 0.04% | 00.0% | Unchanged |
| US Asset Management LLC | 636 | $60.0K | 0.07% | +10+1.6% | Added |
| Parkside Financial Bank & Trust | 645 | $61.0K | 0.02% | +7+1.1% | Added |
| CVA Family Office, LLC | 685 | $65.0K | 0.02% | −15−2.1% | Reduced |
| Ellevest, Inc. | 702 | $67.0K | 0.01% | −231−24.8% | Reduced |
| Smithfield Trust Co | 721 | $67.0K | 0.00% | +150+26.3% | Added |
| Capital Analysts, LLC | 717 | $68.0K | 0.00% | +66+10.1% | Added |
| Covington Capital Management | 734 | $70.0K | 0.00% | −29−3.8% | Reduced |
| Covestor Ltd | 785 | $74.0K | 0.06% | −422−35.0% | Reduced |
| PFG Private Wealth Management, LLC | 776 | $74.0K | 0.04% | +24+3.2% | Added |
| ACG Wealth | 794 | $75.0K | 0.02% | +794 | New |
| Selective Wealth Management, Inc. | 801 | $76.0K | 0.03% | +359+81.2% | Added |
| Concord Wealth Partners | 807 | $77.0K | 0.02% | +24+3.1% | Added |
| Silvant Capital Management LLC | 821 | $78.0K | 0.02% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 827 | $79.0K | 0.00% | +790+2,135.1% | Added |
| Trust Co | 838 | $80.0K | 0.02% | +9+1.1% | Added |
| Cullen/Frost Bankers, Inc. | 840 | $80.0K | 0.00% | +40+5.0% | Added |
| Pinnacle Bancorp, Inc. | 852 | $81.0K | 0.03% | +852 | New |
| Motco | 942 | $89.0K | 0.01% | +112+13.5% | Added |
| Private Capital Group, LLC | 938 | $89.0K | 0.07% | +146+18.4% | Added |
| Desjardins Global Asset Management Inc. | 957 | $90.0K | 0.01% | −34−3.4% | Reduced |
| Central Trust Co | 960 | $91.0K | 0.00% | −20−2.0% | Reduced |
| First Manhattan Co | 1,000 | $94.0K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,000 | $95.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,000 | $95.0K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 1,005 | $95.0K | 0.07% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,027 | $98.0K | 0.04% | −12−1.2% | Reduced |
| Kozak & Associates, Inc. | 1,049 | $100.0K | 0.07% | +34+3.3% | Added |
| Walleye Trading LLC | 1,181 | $112.0K | 0.00% | +1,181 | New |
| Cambridge Trust Co | 1,190 | $113.0K | 0.00% | +15+1.3% | Added |
| Stelac Advisory Services LLC | 1,208 | $115.0K | 0.05% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,272 | $121.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,455 | $138.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 1,577 | $150.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,581 | $150.0K | 0.02% | +294+22.8% | Added |
| Dividend Assets Capital, LLC | 1,600 | $152.0K | 0.03% | 00.0% | Unchanged |
| Cutler Group LP | 1,615 | $153.0K | 0.02% | −9,085−84.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,644 | $156.0K | 0.01% | −800−32.7% | Reduced |
| BDO Wealth Advisors, LLC | 1,643 | $156.0K | 0.02% | −104−6.0% | Reduced |
| North Star Investment Management Corp. | 1,730 | $164.0K | 0.01% | +800+86.0% | Added |
| First Horizon Advisors, Inc. | 1,863 | $177.0K | 0.01% | −514−21.6% | Reduced |
| American State Bank (Iowa) | 1,882 | $178.6K | 0.14% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,922 | $182.0K | 0.04% | +28+1.5% | Added |
| AdvisorNet Financial, Inc | 2,023 | $192.0K | 0.02% | +182+9.9% | Added |
| Novare Capital Management LLC | 2,110 | $200.0K | 0.02% | −50−2.3% | Reduced |
| Zeke Capital Advisors, LLC | 2,108 | $200.0K | 0.01% | −10−0.5% | Reduced |
| Oxford Financial Group Ltd | 2,117 | $201.0K | 0.03% | −3,501−62.3% | Reduced |
| Jackson Square Capital, LLC | 2,119 | $201.0K | 0.08% | −664−23.9% | Reduced |
| Whalerock Point Partners, LLC | 2,119 | $201.0K | 0.08% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 2,139 | $203.0K | 0.05% | 00.0% | Unchanged |
| Barings LLC | 2,174 | $206.0K | 0.01% | +2,174 | New |
| Autumn Glory Partners, LLC | 2,175 | $206.0K | 0.15% | +2,175 | New |
| Sentry Investment Management LLC | 2,200 | $209.0K | 0.09% | −428−16.3% | Reduced |
| Edmp, Inc. | 2,212 | $210.0K | 0.21% | 00.0% | Unchanged |
| Renaissance Group LLC | 2,237 | $212.0K | 0.01% | −320−12.5% | Reduced |
| Inspire Advisors, LLC | 2,239 | $212.0K | 0.06% | +621+38.4% | Added |
| J.W. Cole Advisors, Inc. | 2,269 | $215.0K | 0.02% | +30+1.3% | Added |
| Prospera Financial Services Inc | 2,282 | $217.0K | 0.01% | −426−15.7% | Reduced |
| Mutual Advisors, LLC | 2,289 | $217.0K | 0.01% | +275+13.7% | Added |
| Mirador Capital Partners LP | 2,295 | $218.0K | 0.05% | −33−1.4% | Reduced |