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 |
|---|---|---|---|---|---|
| IFG Advisory, LLC | 2,309 | $219.0K | 0.02% | +132+6.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 2,325 | $221.0K | 0.16% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,330 | $221.0K | 0.01% | +474+25.5% | Added |
| KB Financial Partners, LLC | 2,336 | $222.0K | 0.08% | −274−10.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,364 | $225.0K | 0.03% | +2,364 | New |
| Worth Venture Partners, LLC | 2,200 | $225.0K | 0.14% | +2,200 | New |
| Delphia (USA) Inc. | 2,371 | $225.0K | 0.15% | +2,371 | New |
| Proficio Capital Partners LLC | 2,383 | $226.0K | 0.04% | −302−11.2% | Reduced |
| Stiles Financial Services Inc | 2,385 | $226.0K | 0.14% | +151+6.8% | Added |
| Good Life Advisors, LLC | 2,410 | $229.0K | 0.03% | +651+37.0% | Added |
| RMR Wealth Builders | 2,459 | $233.0K | 0.06% | −1,560−38.8% | Reduced |
| Schulhoff & Co Inc | 2,475 | $234.0K | 0.11% | +275+12.5% | Added |
| Strategic Wealth Designers | 2,486 | $236.0K | 0.06% | +13+0.5% | Added |
| Moody Lynn & Lieberson, LLC | 2,500 | $237.0K | 0.02% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,500 | $237.0K | 0.23% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2,498 | $237.0K | 0.06% | +9+0.4% | Added |
| Sawtooth Solutions, LLC | 2,499 | $237.0K | 0.03% | +483+24.0% | Added |
| Financial Sense Advisors, Inc. | 2,500 | $237.0K | 0.09% | +2,500 | New |
| Proequities, Inc. | 2,522 | $239.0K | 0.02% | −281−10.0% | Reduced |
| Orion Portfolio Solutions, LLC | 2,517 | $239.0K | 0.01% | −165−6.2% | Reduced |
| Stratos Wealth Advisors, LLC | 2,545 | $242.0K | 0.02% | +60+2.4% | Added |
| Comerica Securities,inc. | 2,562 | $243.0K | 0.02% | +679+36.1% | Added |
| DRW Securities, LLC | 2,555 | $243.0K | 0.06% | +2,555 | New |
| Quadrant Capital Group LLC | 2,574 | $244.0K | 0.03% | −83−3.1% | Reduced |
| TD Private Client Wealth LLC | 2,576 | $244.5K | 0.01% | −18−0.7% | Reduced |
| Intrust Bank NA | 2,581 | $245.0K | 0.04% | −48−1.8% | Reduced |
| Asset Management Resources, LLC | 2,617 | $248.0K | 0.21% | +18+0.7% | Added |
| Savant Capital, LLC | 2,628 | $249.0K | 0.01% | −124−4.5% | Reduced |
| Umb Bank N A | 2,637 | $250.0K | 0.00% | −50−1.9% | Reduced |
| Stock Yards Bank & Trust Co | 2,644 | $250.0K | 0.01% | +310+13.3% | Added |
| First Dallas Securities Inc. | 2,650 | $252.0K | 0.17% | +500+23.3% | Added |
| CWM, LLC | 2,651 | $252.0K | 0.00% | +514+24.1% | Added |
| Boston Family Office LLC | 2,692 | $256.0K | 0.02% | +131+5.1% | Added |
| Newbridge Financial Services Group, Inc. | 2,717 | $258.0K | 0.16% | −32−1.2% | Reduced |
| Shelton Capital Management | 2,735 | $260.0K | 0.01% | 00.0% | Unchanged |
| Caxton Associates LP | 2,741 | $260.0K | 0.03% | +2,741 | New |
| First National Bank Sioux Falls | 2,765 | $263.0K | 0.34% | +350+14.5% | Added |
| Horizon Investments, LLC | 2,789 | $265.0K | 0.01% | −222−7.4% | Reduced |
| Sunbelt Securities, Inc. | 2,789 | $265.0K | 0.06% | +427+18.1% | Added |
| Arkadios Wealth Advisors | 2,799 | $266.0K | 0.04% | −168−5.7% | Reduced |
| Murphy Pohlad Asset Management LLC | 2,810 | $266.0K | 0.12% | +2,810 | New |
| Market Street Wealth Management Advisors LLC | 2,823 | $268.0K | 0.08% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 2,822 | $268.0K | 0.04% | +2,822 | New |
| Waddell & Associates, LLC | 2,832 | $269.0K | 0.05% | +960+51.3% | Added |
| VELA Investment Management, LLC | 2,864 | $272.0K | 0.16% | +2,864 | New |
| Equitable Holdings, Inc. | 2,872 | $273.0K | 0.01% | +2,872 | New |
| We Are One Seven, LLC | 2,922 | $277.0K | 0.04% | −6,070−67.5% | Reduced |
| M Holdings Securities, Inc. | 2,915 | $277.0K | 0.03% | −99−3.3% | Reduced |
| M&G Investment Management Ltd | 2,930 | $278.0K | 0.00% | −431−12.8% | Reduced |
| Hodges Capital Management Inc. | 2,948 | $280.0K | 0.03% | +399+15.7% | Added |
| Coco Enterprises, LLC | 2,980 | $282.0K | 0.30% | +4+0.1% | Added |
| Lederer & Associates Investment Counsel | 2,986 | $283.0K | 0.22% | −332−10.0% | Reduced |
| Octavia Wealth Advisors, LLC | 3,014 | $285.0K | 0.07% | −20−0.7% | Reduced |
| Westover Capital Advisors, LLC | 3,000 | $285.0K | 0.11% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 3,001 | $285.0K | 0.06% | +400+15.4% | Added |
| Founders Capital Management | 3,020 | $287.0K | 0.23% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 2,942 | $288.0K | 0.09% | −3,828−56.5% | Reduced |
| Brown Advisory Inc | 3,040 | $289.0K | 0.00% | −1,350−30.8% | Reduced |
| Highland Capital Management, LLC | 3,064 | $291.0K | 0.02% | −964−23.9% | Reduced |
| Salem Investment Counselors Inc | 3,068 | $291.0K | 0.01% | +68+2.3% | Added |
| Clarius Group, LLC | 3,083 | $293.0K | 0.03% | +221+7.7% | Added |
| Cohen Klingenstein LLC | 3,100 | $294.0K | 0.01% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 3,104 | $295.0K | 0.18% | +614+24.7% | Added |
| Manchester Capital Management LLC | 3,117 | $296.0K | 0.05% | +965+44.8% | Added |
| Cornerstone Advisory, LLC | 3,177 | $302.0K | 0.07% | −10.0% | Reduced |
| Regions Financial Corp | 3,188 | $302.0K | 0.00% | +1,169+57.9% | Added |
| Capital Investment Advisors, LLC | 3,213 | $305.0K | 0.01% | −40−1.2% | Reduced |
| Reuter James Wealth Management, LLC | 3,225 | $306.0K | 0.19% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,224 | $306.0K | 0.02% | +3,224 | New |
| Private Capital Management LLC | 2,349 | $309.0K | 0.10% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 3,267 | $310.0K | 0.03% | −490−13.0% | Reduced |
| Synovus Financial Corp | 3,263 | $310.0K | 0.00% | −295−8.3% | Reduced |
| Gateway Investment Advisers LLC | 3,278 | $311.0K | 0.00% | +10+0.3% | Added |
| Carmel Capital Partners, LLC | 3,279 | $311.0K | 0.29% | +3,279 | New |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $313.0K | 0.13% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,314 | $315.0K | 0.16% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 3,315 | $315.0K | 0.08% | +536+19.3% | Added |
| Element Pointe Advisors, LLC | 3,355 | $318.0K | 0.13% | +22+0.7% | Added |
| Compagnie Lombard Odier SCmA | 3,394 | $322.0K | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,396 | $322.0K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,405 | $323.0K | 0.04% | −60−1.7% | Reduced |
| Marietta Investment Partners LLC | 3,400 | $323.0K | 0.10% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3,404 | $324.0K | 0.07% | +2,143+169.9% | Added |
| Siemens Fonds Invest GmbH | 3,419 | $325.0K | 0.03% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 3,448 | $327.0K | 0.02% | +193+5.9% | Added |
| Conning Inc. | 3,456 | $328.0K | 0.01% | −5−0.1% | Reduced |
| Bessemer Securities LLC | 3,479 | $330.0K | 0.12% | 00.0% | Unchanged |
| Capitolis Advisors LLC | 3,500 | $332.0K | 0.02% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 3,506 | $333.0K | 0.06% | +771+28.2% | Added |
| RFG Advisory, LLC | 3,143 | $335.0K | 0.02% | −215−6.4% | Reduced |
| Sage Investment Advisers LLC | 3,528 | $335.0K | 0.52% | +324+10.1% | Added |
| AllSquare Wealth Management LLC | 3,551 | $337.0K | 0.23% | +150+4.4% | Added |
| Ritholtz Wealth Management | 3,585 | $340.0K | 0.02% | −1,039−22.5% | Reduced |
| Ninety One SA (PTY) Ltd | 3,571 | $340.0K | 0.12% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,591 | $341.0K | 0.01% | −445−11.0% | Reduced |
| Cetera Advisors LLC | 3,605 | $342.0K | 0.01% | −7,916−68.7% | Reduced |
| Lafayette Investments, Inc. | 3,600 | $342.0K | 0.10% | +850+30.9% | Added |
| Independent Financial Group, LLC | 3,607 | $342.4K | 0.04% | +1,001+38.4% | Added |
| Gables Capital Management Inc. | 3,625 | $344.0K | 0.26% | +50+1.4% | Added |
| Mogy Joel R Investment Counsel Inc | 3,650 | $346.0K | 0.03% | 00.0% | Unchanged |