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 | 1,202 | $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 |
|---|---|---|---|---|---|
| Element Wealth, LLC | 4,322 | $410.0K | 0.41% | +42+1.0% | Added |
| Keybank National Association | 4,259 | $404.0K | 0.00% | −618−12.7% | 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 |
| Cigna Investments Inc | 4,242 | $402.0K | 0.08% | −1,525−26.4% | Reduced |
| Stevens Capital Management LP | 4,168 | $396.0K | 0.28% | −1,506−26.5% | Reduced |
| Teamwork Financial Advisors, LLC | 4,161 | $395.0K | 0.09% | −61−1.4% | Reduced |
| Wintrust Investments LLC | 4,143 | $393.0K | 0.05% | 00.0% | Unchanged |
| First National Bank of Omaha | 4,125 | $392.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| CWM Advisors, LLC | 4,068 | $386.0K | 0.05% | +615+17.8% | Added |
| Pitcairn Co | 4,048 | $384.0K | 0.04% | −605−13.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,023 | $382.0K | 0.08% | +448+12.5% | Added |
| 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 |
| Axiom Investment Management LLC | 4,000 | $379.0K | 1.09% | 00.0% | Unchanged |
| Ghe, LLC | 2,869 | $378.0K | 0.41% | −496−14.7% | 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 |
| Scotia Capital Inc. | 3,908 | $371.0K | 0.00% | −26,161−87.0% | Reduced |
| Interchange Capital Partners, LLC | 3,867 | $367.0K | 0.41% | +127+3.4% | 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 |
| MAI Capital Management | 3,781 | $359.0K | 0.01% | +65+1.7% | Added |
| American Investment Services, Inc. | 3,724 | $353.0K | 0.08% | 00.0% | Unchanged |
| RS Crum Inc. | 3,709 | $352.0K | 0.18% | 00.0% | Unchanged |
| TTP Investments, Inc. | 3,686 | $350.0K | 0.42% | +220+6.3% | Added |
| Intrua Financial, LLC | 3,679 | $349.0K | 0.07% | +46+1.3% | Added |
| Brown, Lisle/Cummings, Inc. | 3,660 | $347.4K | 0.19% | +50+1.4% | Added |
| 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 |
| Mogy Joel R Investment Counsel Inc | 3,650 | $346.0K | 0.03% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 3,625 | $344.0K | 0.26% | +50+1.4% | Added |
| Independent Financial Group, LLC | 3,607 | $342.4K | 0.04% | +1,001+38.4% | Added |
| 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 |
| Boston Private Wealth LLC | 3,591 | $341.0K | 0.01% | −445−11.0% | Reduced |
| 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 |
| AllSquare Wealth Management LLC | 3,551 | $337.0K | 0.23% | +150+4.4% | 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 |
| Alpha Omega Wealth Management LLC | 3,506 | $333.0K | 0.06% | +771+28.2% | Added |
| Capitolis Advisors LLC | 3,500 | $332.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Securities LLC | 3,479 | $330.0K | 0.12% | 00.0% | Unchanged |
| Conning Inc. | 3,456 | $328.0K | 0.01% | −5−0.1% | Reduced |
| Kingsview Wealth Management, LLC | 3,448 | $327.0K | 0.02% | +193+5.9% | Added |
| Siemens Fonds Invest GmbH | 3,419 | $325.0K | 0.03% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3,404 | $324.0K | 0.07% | +2,143+169.9% | Added |
| 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 |
| 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 |
| Element Pointe Advisors, LLC | 3,355 | $318.0K | 0.13% | +22+0.7% | Added |
| 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 |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $313.0K | 0.13% | 00.0% | Unchanged |
| 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 |
| 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 |
| Private Capital Management LLC | 2,349 | $309.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| Capital Investment Advisors, LLC | 3,213 | $305.0K | 0.01% | −40−1.2% | Reduced |
| 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 |
| Manchester Capital Management LLC | 3,117 | $296.0K | 0.05% | +965+44.8% | Added |
| Camelot Portfolios, LLC | 3,104 | $295.0K | 0.18% | +614+24.7% | Added |
| Cohen Klingenstein LLC | 3,100 | $294.0K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,083 | $293.0K | 0.03% | +221+7.7% | Added |
| 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 |
| Brown Advisory Inc | 3,040 | $289.0K | 0.00% | −1,350−30.8% | Reduced |
| Paradigm Financial Partners, LLC | 2,942 | $288.0K | 0.09% | −3,828−56.5% | Reduced |
| Founders Capital Management | 3,020 | $287.0K | 0.23% | 00.0% | Unchanged |
| 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 |
| Lederer & Associates Investment Counsel | 2,986 | $283.0K | 0.22% | −332−10.0% | Reduced |
| Coco Enterprises, LLC | 2,980 | $282.0K | 0.30% | +4+0.1% | Added |
| Hodges Capital Management Inc. | 2,948 | $280.0K | 0.03% | +399+15.7% | Added |
| M&G Investment Management Ltd | 2,930 | $278.0K | 0.00% | −431−12.8% | Reduced |
| 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 |
| Equitable Holdings, Inc. | 2,872 | $273.0K | 0.01% | +2,872 | New |
| VELA Investment Management, LLC | 2,864 | $272.0K | 0.16% | +2,864 | New |
| Waddell & Associates, LLC | 2,832 | $269.0K | 0.05% | +960+51.3% | Added |
| 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 |
| 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 |
| Horizon Investments, LLC | 2,789 | $265.0K | 0.01% | −222−7.4% | Reduced |