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, 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 | 1,201 | $48.9B |
| Q4 2024 | 1,194 | $50.4B |
| Q3 2024 | 1,135 | $48.8B |
| Q2 2024 | 1,105 | $43.7B |
| Q1 2024 | 1,083 | $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 |
|---|---|---|---|---|---|
| Wagner Wealth Management, LLC | 51 | $5.00K | 0.00% | +51 | New |
| Total Clarity Wealth Management, Inc. | 51 | $5.00K | 0.00% | +51 | New |
| Costello Asset Management, INC | 40 | $4.00K | 0.00% | −468−92.1% | Reduced |
| Exchange Traded Concepts, LLC | 44 | $4.00K | 0.00% | −26−37.1% | Reduced |
| Creative Financial Designs Inc | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 43 | $4.00K | 0.00% | +15+53.6% | Added |
| Heritage Wealth Management, LLC | 42 | $3.99K | 0.00% | +42 | New |
| Raffa Wealth Management, LLC | 34 | $3.23K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 34 | $3.23K | 0.00% | +34 | New |
| Mark Sheptoff Financial Planning, LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 25 | $2.37K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 21 | $2.00K | 0.00% | −33,026−99.9% | Reduced |
| Norway Savings Bank | 20 | $2.00K | 0.00% | −85−81.0% | Reduced |
| MCF Advisors LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 17 | $2.00K | 0.00% | +3+21.4% | Added |
| Prestige Wealth Management Group LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 19 | $2.00K | 0.00% | +13+216.7% | Added |
| Castleview Partners, LLC | 47 | $1.09K | 0.00% | +46+4,600.0% | Added |
| TD Ameritrade Investment Management, LLC | 14 | $1.00K | 0.00% | −73−83.9% | Reduced |
| ClariVest Asset Management LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Oliver Lagore Vanvalin Investment Group | 6 | $1.00K | 0.00% | +6 | New |
| Gradient Investments LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 3 | $0 | 0.00% | −4−57.1% | Reduced |
| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1 | $0 | 0.00% | +1 | New |
| Westside Investment Management, Inc. | 75 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 665 | – | – | −127−16.0% | Reduced |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −566,618−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −319,190−100.0% | Sold out |
| Aew Capital Management L P | 0 | $0 | 0.00% | −203,300−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −190,815−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −134,300−100.0% | Sold out |
| Hazelview Securities Inc. | 0 | $0 | 0.00% | −93,799−100.0% | Sold out |
| Polaris Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −82,709−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −47,122−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −37,563−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −36,600−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Advent Capital Management | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Alerus Financial NA | 0 | $0 | 0.00% | −29,140−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −23,773−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −21,089−100.0% | Sold out |
| Intersect Capital LLC | 0 | $0 | 0.00% | −12,050−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −11,787−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,617−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −10,902−100.0% | Sold out |
| Platte River Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,829−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |
| 1620 Investment Advisors, Inc. | 0 | $0 | 0.00% | −5,750−100.0% | Sold out |
| Bank Hapoalim BM | 0 | $0 | 0.00% | −6,672−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −6,559−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −6,363−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −6,360−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −6,012−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −5,620−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −5,390−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −5,202−100.0% | Sold out |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −5,127−100.0% | Sold out |
| Vienna Asset Management LLC | 0 | $0 | 0.00% | −4,850−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −4,421−100.0% | Sold out |
| UBP Investment Advisors SA | 0 | $0 | 0.00% | −5,022−100.0% | Sold out |
| Baldwin Investment Management, LLC | 0 | $0 | 0.00% | −4,113−100.0% | Sold out |
| Benchmark Investment Advisors LLC | 0 | $0 | 0.00% | −3,275−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −3,185−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −3,055−100.0% | Sold out |
| Stonnington Group, LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −2,963−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −2,918−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −4,192−100.0% | Sold out |
| Colony Group LLC | 0 | $0 | 0.00% | −2,770−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −2,769−100.0% | Sold out |
| All Season Financial Advisors, Inc. | 0 | $0 | 0.00% | −2,769−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −2,759−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| EPG Wealth Management LLC | 0 | $0 | 0.00% | −2,471−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −2,469−100.0% | Sold out |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −2,446−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −2,440−100.0% | Sold out |
| Signature Wealth Management Partners, LLC | 0 | $0 | 0.00% | −2,341−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −2,320−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,290−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −2,280−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −2,252−100.0% | Sold out |