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 |
|---|---|---|---|---|---|
| AIA Group Ltd | 3,659 | $347.0K | 0.02% | −7,305−66.6% | Reduced |
| Signaturefd, LLC | 3,652 | $347.0K | 0.01% | −250−6.4% | Reduced |
| Coronation Fund Managers Ltd. | 3,652 | $347.0K | 0.02% | +3,652 | New |
| Brown, Lisle/Cummings, Inc. | 3,660 | $347.4K | 0.19% | +50+1.4% | Added |
| Intrua Financial, LLC | 3,679 | $349.0K | 0.07% | +46+1.3% | Added |
| TTP Investments, Inc. | 3,686 | $350.0K | 0.42% | +220+6.3% | Added |
| RS Crum Inc. | 3,709 | $352.0K | 0.18% | 00.0% | Unchanged |
| American Investment Services, Inc. | 3,724 | $353.0K | 0.08% | 00.0% | Unchanged |
| MAI Capital Management | 3,781 | $359.0K | 0.01% | +65+1.7% | Added |
| Heartland Bank & Trust Co | 3,794 | $360.0K | 0.32% | −39−1.0% | Reduced |
| Sustainable Insight Capital Management, LLC | 3,474 | $360.0K | 0.36% | +3,474 | New |
| Interchange Capital Partners, LLC | 3,867 | $367.0K | 0.41% | +127+3.4% | Added |
| Scotia Capital Inc. | 3,908 | $371.0K | 0.00% | −26,161−87.0% | Reduced |
| Augustine Asset Management Inc | 3,966 | $376.0K | 0.23% | −480−10.8% | Reduced |
| Johnson Investment Counsel Inc | 3,958 | $376.0K | 0.01% | −264−6.3% | Reduced |
| Ghe, LLC | 2,869 | $378.0K | 0.41% | −496−14.7% | Reduced |
| Axiom Investment Management LLC | 4,000 | $379.0K | 1.09% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 4,048 | $380.0K | 0.26% | −943−18.9% | Reduced |
| Csenge Advisory Group | 4,001 | $380.0K | 0.03% | −586−12.8% | Reduced |
| EJF Capital LLC | 4,000 | $380.0K | 0.06% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 4,008 | $380.0K | 0.01% | +1,098+37.7% | Added |
| Sound View Wealth Advisors Group, LLC | 4,023 | $382.0K | 0.08% | +448+12.5% | Added |
| Pitcairn Co | 4,048 | $384.0K | 0.04% | −605−13.0% | Reduced |
| CWM Advisors, LLC | 4,068 | $386.0K | 0.05% | +615+17.8% | Added |
| Coldstream Capital Management Inc | 4,086 | $388.0K | 0.02% | +643+18.7% | Added |
| Quantinno Capital Management LP | 4,085 | $388.0K | 0.06% | +4,085 | New |
| Tobias Financial Advisors, Inc. | 4,092 | $388.0K | 0.13% | +4,092 | New |
| Ameritas Investment Partners, Inc. | 4,109 | $390.0K | 0.02% | −199−4.6% | Reduced |
| Capasso Planning Partners LLC | 4,105 | $390.0K | 0.28% | +805+24.4% | Added |
| First National Bank of Omaha | 4,125 | $392.0K | 0.02% | 00.0% | Unchanged |
| Wintrust Investments LLC | 4,143 | $393.0K | 0.05% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 4,161 | $395.0K | 0.09% | −61−1.4% | Reduced |
| Stevens Capital Management LP | 4,168 | $396.0K | 0.28% | −1,506−26.5% | Reduced |
| Cigna Investments Inc | 4,242 | $402.0K | 0.08% | −1,525−26.4% | Reduced |
| Trustmark National Bank Trust Department | 4,245 | $403.0K | 0.04% | −3,972−48.3% | Reduced |
| Brinker Capital Investments, LLC | 4,241 | $403.0K | 0.01% | −114−2.6% | Reduced |
| Keybank National Association | 4,259 | $404.0K | 0.00% | −618−12.7% | Reduced |
| Element Wealth, LLC | 4,322 | $410.0K | 0.41% | +42+1.0% | Added |
| Avantax Advisory Services, Inc. | 4,354 | $413.0K | 0.01% | +761+21.2% | Added |
| Options Solutions, LLC | 4,450 | $422.0K | 0.58% | +2,143+92.9% | Added |
| Dearborn Partners LLC | 4,502 | $427.0K | 0.02% | +150+3.4% | Added |
| Personal Cfo Solutions, LLC | 4,507 | $428.0K | 0.10% | +225+5.3% | Added |
| Tokio Marine Asset Management Co Ltd | 4,522 | $429.0K | 0.04% | +550+13.8% | Added |
| MSH Capital Advisors LLC | 4,623 | $438.9K | 0.20% | +1,460+46.2% | Added |
| Wedbush Securities Inc | 4,645 | $441.0K | 0.02% | −415−8.2% | Reduced |
| Stratos Wealth Partners, LTD. | 4,644 | $441.0K | 0.01% | −137−2.9% | Reduced |
| Duality Advisers, LP | 4,662 | $443.0K | 0.04% | −37,534−89.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,674 | $444.0K | 0.02% | +1,746+59.6% | Added |
| Bailard, Inc. | 4,694 | $446.0K | 0.02% | +4,694 | New |
| Glenmede Trust Co NA | 4,748 | $450.0K | 0.00% | +695+17.1% | Added |
| Affinity Investment Advisors, LLC | 4,768 | $453.0K | 0.22% | −626−11.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,778 | $454.0K | 0.07% | −125−2.5% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 4,750 | $455.0K | 0.34% | +81+1.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,858 | $461.0K | 0.29% | −282−5.5% | Reduced |
| First Hawaiian Bank | 4,856 | $461.0K | 0.02% | +465+10.6% | Added |
| Trust Co of Vermont | 4,856 | $461.0K | 0.04% | +1,399+40.5% | Added |
| Cerity Partners LLC | 4,893 | $465.0K | 0.01% | +4,893 | New |
| Penserra Capital Management LLC | 4,922 | $466.0K | 0.01% | +1,221+33.0% | Added |
| Sigma Planning Corp | 4,929 | $468.0K | 0.02% | −2,700−35.4% | Reduced |
| Liberty One Investment Management, LLC | 3,592 | $469.0K | 0.08% | +3,499+3,762.4% | Added |
| Veriti Management LLC | 5,002 | $475.0K | 0.07% | −9−0.2% | Reduced |
| American Assets Inc | 5,000 | $475.0K | 0.16% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 4,854 | $475.0K | 0.24% | +299+6.6% | Added |
| CSS LLC | 5,000 | $475.0K | 0.02% | +5,000 | New |
| Alpha Cubed Investments, LLC | 5,017 | $476.0K | 0.03% | −6−0.1% | Reduced |
| FDx Advisors, Inc. | 5,084 | $483.0K | 0.02% | +331+7.0% | Added |
| Moody National Bank Trust Division | 5,091 | $483.0K | 0.05% | +1,084+27.1% | Added |
| Harvest Fund Management Co., Ltd | 5,095 | $484.0K | 0.13% | −123−2.4% | Reduced |
| Prudential PLC | 5,149 | $489.0K | 0.01% | +272+5.6% | Added |
| Alps Advisors Inc | 5,198 | $493.0K | 0.00% | −889−14.6% | Reduced |
| Oak Grove Capital LLC | 5,190 | $493.0K | 0.16% | +1,500+40.7% | Added |
| Moors & Cabot, Inc. | 5,200 | $494.0K | 0.04% | +616+13.4% | Added |
| Panagora Asset Management Inc | 5,217 | $495.0K | 0.00% | −1,445−21.7% | Reduced |
| Deseret Mutual Benefit Administrators | 5,212 | $495.0K | 0.11% | +169+3.4% | Added |
| MidWestOne Financial Group, Inc. | 5,247 | $498.0K | 0.12% | −107−2.0% | Reduced |
| Tiedemann Advisors, LLC | 5,330 | $505.0K | 0.04% | +5,330 | New |
| Maven Securities LTD | 5,326 | $506.0K | 0.09% | +5,326 | New |
| Belpointe Asset Management LLC | 5,351 | $507.0K | 0.03% | +223+4.3% | Added |
| Marino, Stram & Associates LLC | 5,373 | $510.0K | 0.18% | +410+8.3% | Added |
| Gilman Hill Asset Management, LLC | 5,392 | $512.0K | 0.11% | +557+11.5% | Added |
| Perpetual Investment Management Ltd | 5,400 | $513.0K | 0.08% | +5,400 | New |
| Bluefin Capital Management, LLC | 5,315 | $517.0K | 0.07% | −3,285−38.2% | Reduced |
| Cresset Asset Management, LLC | 5,459 | $517.0K | 0.01% | +371+7.3% | Added |
| Checchi Capital Advisers, LLC | 4,762 | $517.0K | 0.05% | +2,062+76.4% | Added |
| Goelzer Investment Management, Inc. | 5,446 | $517.0K | 0.05% | +5,446 | New |
| NewEdge Wealth, LLC | 5,466 | $519.0K | 0.02% | +5,466 | New |
| Mystic Asset Management, Inc. | 5,502 | $522.0K | 0.32% | +545+11.0% | Added |
| Hollencrest Capital Management | 5,516 | $524.0K | 0.06% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 5,538 | $526.0K | 0.36% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 5,565 | $529.0K | 0.08% | +369+7.1% | Added |
| American Portfolios Advisors | 5,608 | $532.3K | 0.02% | +154+2.8% | Added |
| Abbrea Capital, LLC | 5,639 | $542.0K | 0.09% | −1,309−18.8% | Reduced |
| Stephens Inc | 5,717 | $543.0K | 0.01% | −1,027−15.2% | Reduced |
| Wetherby Asset Management Inc | 5,756 | $546.0K | 0.04% | −1,395−19.5% | Reduced |
| Everence Capital Management Inc | 5,759 | $547.0K | 0.05% | −120−2.0% | Reduced |
| Bramshill Investments, LLC | 5,770 | $548.0K | 0.07% | −4,402−43.3% | Reduced |
| Parallel Advisors, LLC | 5,804 | $551.0K | 0.03% | +505+9.5% | Added |
| Retirement Planning Co of New England, Inc. | 5,807 | $551.0K | 0.38% | +943+19.4% | Added |
| Abeille Asset Management SA | 5,851 | $555.0K | 0.02% | +1,357+30.2% | Added |
| Monetary Management Group Inc | 5,875 | $558.0K | 0.17% | +125+2.2% | Added |