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 |
|---|---|---|---|---|---|
| Howe & Rusling Inc | 583 | $55.0K | 0.01% | +18+3.2% | Added |
| Clearstead Advisors, LLC | 582 | $55.0K | 0.00% | +44+8.2% | Added |
| Harbour Investments, Inc. | 572 | $54.0K | 0.00% | +572 | New |
| Private Trust Co NA | 544 | $52.0K | 0.01% | +544 | New |
| Brown Brothers Harriman & Co | 534 | $51.0K | 0.00% | −1,708−76.2% | Reduced |
| Massmutual Trust Co FSB | 537 | $51.0K | 0.00% | +84+18.5% | Added |
| Pacer Advisors, Inc. | 522 | $50.0K | 0.00% | −16,326−96.9% | Reduced |
| Neo Ivy Capital Management | 534 | $50.0K | 0.13% | +534 | New |
| Hudock, Inc. | 518 | $49.0K | 0.02% | +150+40.8% | Added |
| Venture Visionary Partners LLC | 516 | $49.0K | 0.00% | +516 | New |
| Crewe Advisors LLC | 501 | $48.0K | 0.01% | +436+670.8% | Added |
| Castle Wealth Management LLC | 505 | $48.0K | 0.03% | +505 | New |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $47.0K | 0.00% | +130+35.1% | Added |
| Carolinas Wealth Consulting LLC | 491 | $47.0K | 0.01% | +152+44.8% | Added |
| EverSource Wealth Advisors, LLC | 464 | $44.0K | 0.01% | +192+70.6% | Added |
| Money Concepts Capital Corp | 432 | $41.0K | 0.00% | −525−54.9% | Reduced |
| Glassman Wealth Services | 436 | $41.0K | 0.01% | +59+15.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 412 | $39.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 387 | $37.0K | 0.00% | +387 | New |
| Hoey Investments, Inc | 375 | $36.0K | 0.02% | −400−51.6% | Reduced |
| HHM Wealth Advisors, LLC | 376 | $36.0K | 0.01% | −11−2.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 376 | $35.0K | 0.00% | −54−12.6% | Reduced |
| Spectrum Management Group, LLC | 343 | $33.0K | 0.01% | −31,145−98.9% | Reduced |
| Jones Financial Companies LLLP | 344 | $33.0K | 0.00% | −56−14.0% | Reduced |
| Global Retirement Partners, LLC | 351 | $33.0K | 0.00% | −89−20.2% | Reduced |
| Burleson & Company, LLC | 341 | $32.0K | 0.01% | −1,200−77.9% | Reduced |
| MV Capital Management, Inc. | 341 | $32.0K | 0.01% | −65−16.0% | Reduced |
| American National Bank | 341 | $32.0K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 330 | $31.0K | 0.02% | −6−1.8% | Reduced |
| Quent Capital, LLC | 329 | $31.0K | 0.01% | +36+12.3% | Added |
| FourThought Financial, LLC | 325 | $31.0K | 0.00% | +200+160.0% | Added |
| Anchor Investment Management, LLC | 325 | $30.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 315 | $30.0K | 0.00% | −241−43.3% | Reduced |
| AlphaMark Advisors, LLC | 315 | $30.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 320 | $30.0K | 0.00% | +5+1.6% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 307 | $29.0K | 0.02% | +4+1.3% | Added |
| Beacon Capital Management, LLC | 219 | $29.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 310 | $29.0K | 0.00% | +300+3,000.0% | Added |
| Carmichael Hill & Associates, Inc. | 300 | $28.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 301 | $28.0K | 0.01% | +7+2.4% | Added |
| Arlington Partners LLC | 276 | $26.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 248 | $24.0K | 0.00% | +41+19.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 254 | $24.0K | 0.00% | +190+296.9% | Added |
| Bartlett & Co. Wealth Management LLC | 248 | $23.5K | 0.00% | +41+19.8% | Added |
| Tyler-Stone Wealth Management | 238 | $23.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 225 | $22.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 225 | $21.4K | 0.00% | −1,309−85.3% | Reduced |
| Zions Bancorporation, N.A. | 220 | $21.0K | 0.00% | −6−2.7% | Reduced |
| Cyrus J. Lawrence, LLC | 218 | $21.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 220 | $21.0K | 0.01% | +220 | New |
| Riverview Trust Co | 211 | $20.0K | 0.02% | −75−26.2% | Reduced |
| Hexagon Capital Partners LLC | 204 | $19.0K | 0.01% | +1+0.5% | Added |
| High Net Worth Advisory Group LLC | 200 | $19.0K | 0.01% | +150+300.0% | Added |
| Tradition Wealth Management, LLC | 190 | $18.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 181 | $17.0K | 0.00% | −32−15.0% | Reduced |
| Earnest Partners LLC | 178 | $17.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 154 | $15.0K | 0.01% | −866−84.9% | Reduced |
| Adirondack Trust Co | 156 | $15.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 155 | $15.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 153 | $15.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 155 | $15.0K | 0.01% | +155 | New |
| Column Capital Advisors, LLC | 145 | $14.0K | 0.00% | −10−6.5% | Reduced |
| Iron Horse Wealth Management, LLC | 150 | $14.0K | 0.01% | +50+50.0% | Added |
| Grayhawk Investment Strategies Inc. | 105 | $13.0K | 0.01% | +105 | New |
| West Paces Advisors Inc. | 133 | $12.6K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 128 | $12.0K | 0.00% | +2+1.6% | Added |
| Horan Securities, Inc. | 125 | $12.0K | 0.01% | +7+5.9% | Added |
| Ronald Blue Trust, Inc. | 90 | $12.0K | 0.00% | +90 | New |
| Sutton Wealth Advisors Inc. | 119 | $11.3K | 0.00% | +20+20.2% | Added |
| Key Financial Inc | 114 | $11.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 120 | $11.0K | 0.00% | +81+207.7% | Added |
| TCI Wealth Advisors, Inc. | 104 | $10.0K | 0.00% | −60−36.6% | Reduced |
| Private Ocean, LLC | 109 | $10.0K | 0.00% | −50−31.4% | Reduced |
| Highlander Capital Management, LLC | 109 | $10.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 110 | $10.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 110 | $10.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 109 | $10.0K | 0.01% | +64+142.2% | Added |
| Chiron Investment Management, LLC | 103 | $10.0K | 0.00% | +103 | New |
| Bell Investment Advisors, Inc | 109 | $10.0K | 0.00% | +109 | New |
| BOK Financial Private Wealth, Inc. | 92 | $9.00K | 0.00% | −1,670−94.8% | Reduced |
| Webster Bank, N. A. | 100 | $9.00K | 0.00% | −20−16.7% | Reduced |
| Toth Financial Advisory Corp | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 95 | $9.00K | 0.00% | +1+1.1% | Added |
| Core Alternative Capital | 94 | $9.00K | 0.00% | +21+28.8% | Added |
| Cordasco Financial Network | 75 | $7.00K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 76 | $7.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 69 | $7.00K | 0.00% | +69 | New |
| Ancora Advisors, LLC | 76 | $7.00K | 0.00% | +76 | New |
| WFA of San Diego, LLC | 74 | $7.00K | 0.01% | +74 | New |
| Mach-1 Financial Group, Inc. | 75 | $7.00K | 0.00% | +75 | New |
| Focused Wealth Management, Inc | 68 | $6.00K | 0.00% | −1,999−96.7% | Reduced |
| JJJ Advisors Inc. | 54 | $6.00K | 0.00% | −9−14.3% | Reduced |
| Lee Financial Co | 55 | $5.00K | 0.00% | −59−51.8% | Reduced |
| GW&K Investment Management, LLC | 52 | $5.00K | 0.00% | −8−13.3% | Reduced |
| Arrow Financial Corp | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 52 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 48 | $5.00K | 0.00% | 00.0% | Unchanged |