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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 2,789 | $265.0K | 0.06% | +427+18.1% | Added |
| First National Bank Sioux Falls | 2,765 | $263.0K | 0.34% | +350+14.5% | Added |
| Shelton Capital Management | 2,735 | $260.0K | 0.01% | 00.0% | Unchanged |
| Caxton Associates LP | 2,741 | $260.0K | 0.03% | +2,741 | New |
| Newbridge Financial Services Group, Inc. | 2,717 | $258.0K | 0.16% | −32−1.2% | Reduced |
| Boston Family Office LLC | 2,692 | $256.0K | 0.02% | +131+5.1% | 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 |
| 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 |
| Savant Capital, LLC | 2,628 | $249.0K | 0.01% | −124−4.5% | Reduced |
| Asset Management Resources, LLC | 2,617 | $248.0K | 0.21% | +18+0.7% | Added |
| Intrust Bank NA | 2,581 | $245.0K | 0.04% | −48−1.8% | Reduced |
| TD Private Client Wealth LLC | 2,576 | $244.5K | 0.01% | −18−0.7% | Reduced |
| Quadrant Capital Group LLC | 2,574 | $244.0K | 0.03% | −83−3.1% | Reduced |
| 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 |
| Stratos Wealth Advisors, LLC | 2,545 | $242.0K | 0.02% | +60+2.4% | Added |
| 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 |
| 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 |
| Strategic Wealth Designers | 2,486 | $236.0K | 0.06% | +13+0.5% | Added |
| Schulhoff & Co Inc | 2,475 | $234.0K | 0.11% | +275+12.5% | Added |
| RMR Wealth Builders | 2,459 | $233.0K | 0.06% | −1,560−38.8% | Reduced |
| Good Life Advisors, LLC | 2,410 | $229.0K | 0.03% | +651+37.0% | Added |
| 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 |
| 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 |
| KB Financial Partners, LLC | 2,336 | $222.0K | 0.08% | −274−10.5% | Reduced |
| 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 |
| IFG Advisory, LLC | 2,309 | $219.0K | 0.02% | +132+6.1% | Added |
| Mirador Capital Partners LP | 2,295 | $218.0K | 0.05% | −33−1.4% | Reduced |
| 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 |
| J.W. Cole Advisors, Inc. | 2,269 | $215.0K | 0.02% | +30+1.3% | Added |
| 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 |
| Edmp, Inc. | 2,212 | $210.0K | 0.21% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,200 | $209.0K | 0.09% | −428−16.3% | Reduced |
| Barings LLC | 2,174 | $206.0K | 0.01% | +2,174 | New |
| Autumn Glory Partners, LLC | 2,175 | $206.0K | 0.15% | +2,175 | New |
| Sloy Dahl & Holst, LLC | 2,139 | $203.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| 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 |
| AdvisorNet Financial, Inc | 2,023 | $192.0K | 0.02% | +182+9.9% | Added |
| Kistler-Tiffany Companies, LLC | 1,922 | $182.0K | 0.04% | +28+1.5% | Added |
| American State Bank (Iowa) | 1,882 | $178.6K | 0.14% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,863 | $177.0K | 0.01% | −514−21.6% | Reduced |
| North Star Investment Management Corp. | 1,730 | $164.0K | 0.01% | +800+86.0% | Added |
| 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 |
| Cutler Group LP | 1,615 | $153.0K | 0.02% | −9,085−84.9% | Reduced |
| Dividend Assets Capital, LLC | 1,600 | $152.0K | 0.03% | 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 |
| Washington Trust Co | 1,455 | $138.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,272 | $121.0K | 0.01% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 1,208 | $115.0K | 0.05% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,190 | $113.0K | 0.00% | +15+1.3% | Added |
| Walleye Trading LLC | 1,181 | $112.0K | 0.00% | +1,181 | New |
| Kozak & Associates, Inc. | 1,049 | $100.0K | 0.07% | +34+3.3% | Added |
| Rosenberg Matthew Hamilton | 1,027 | $98.0K | 0.04% | −12−1.2% | Reduced |
| 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 |
| First Manhattan Co | 1,000 | $94.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 960 | $91.0K | 0.00% | −20−2.0% | Reduced |
| Desjardins Global Asset Management Inc. | 957 | $90.0K | 0.01% | −34−3.4% | Reduced |
| Motco | 942 | $89.0K | 0.01% | +112+13.5% | Added |
| Private Capital Group, LLC | 938 | $89.0K | 0.07% | +146+18.4% | Added |
| Pinnacle Bancorp, Inc. | 852 | $81.0K | 0.03% | +852 | New |
| Trust Co | 838 | $80.0K | 0.02% | +9+1.1% | Added |
| Cullen/Frost Bankers, Inc. | 840 | $80.0K | 0.00% | +40+5.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 827 | $79.0K | 0.00% | +790+2,135.1% | Added |
| Silvant Capital Management LLC | 821 | $78.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 807 | $77.0K | 0.02% | +24+3.1% | Added |
| Selective Wealth Management, Inc. | 801 | $76.0K | 0.03% | +359+81.2% | Added |
| ACG Wealth | 794 | $75.0K | 0.02% | +794 | New |
| 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 |
| Covington Capital Management | 734 | $70.0K | 0.00% | −29−3.8% | Reduced |
| Capital Analysts, LLC | 717 | $68.0K | 0.00% | +66+10.1% | Added |
| Ellevest, Inc. | 702 | $67.0K | 0.01% | −231−24.8% | Reduced |
| Smithfield Trust Co | 721 | $67.0K | 0.00% | +150+26.3% | Added |
| CVA Family Office, LLC | 685 | $65.0K | 0.02% | −15−2.1% | Reduced |
| Parkside Financial Bank & Trust | 645 | $61.0K | 0.02% | +7+1.1% | Added |
| First Financial Corp | 640 | $60.0K | 0.04% | 00.0% | Unchanged |
| US Asset Management LLC | 636 | $60.0K | 0.07% | +10+1.6% | Added |
| Farmers & Merchants Investments Inc | 624 | $59.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 597 | $57.0K | 0.00% | +597 | New |