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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, Q3 2022

Institutional positions in Simon Property Group Inc. as of Sep 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
921
−10 vs. Q2 2022
Shares held
279.6M
+51.4K (0.0%) vs. Q2 2022
Total value
$25.1B
−$1.43B (−5.4%) vs. Q2 2022
New holders
85
388 more added
Sold out
95
297 more reduced

9 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2022: 921 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ3 2022: $25.1B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$32.7B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q2 2022.

Institutions holding SPG in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Plante Moran Financial Advisors, LLC2$00.00%−15−88.2%Reduced
Gradient Investments LLC5$00.00%00.0%Unchanged
Avion Wealth2$00.00%00.0%Unchanged
Annapolis Financial Services, LLC1$00.00%00.0%Unchanged
SJS Investment Consulting Inc.5$00.00%+5New
Toth Financial Advisory Corp15$1.00K0.00%−85−85.0%Reduced
ClariVest Asset Management LLC19$1.00K0.00%00.0%Unchanged
USA Financial Portformulas Corp9$1.00K0.00%00.0%Unchanged
Cribstone Capital Management, LLC6$1.00K0.00%00.0%Unchanged
Versant Capital Management, Inc12$1.00K0.00%00.0%Unchanged
TFC Financial Management8$1.00K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group6$1.00K0.00%00.0%Unchanged
Missouri Trust & Investment Co5$1.00K0.00%00.0%Unchanged
Asset Dedication, LLC6$1.00K0.00%+6New
NewSquare Capital LLC11$1.00K0.00%+11New
Delos Wealth Advisors, LLC8$1.00K0.00%+8New
MCF Advisors LLC22$2.00K0.00%00.0%Unchanged
Cedar Wealth Management, LLC20$2.00K0.00%00.0%Unchanged
Bogart Wealth, LLC26$2.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC18$2.00K0.00%00.0%Unchanged
Johnson Financial Group, Inc.20$2.00K0.00%+20New
Glen Eagle Advisors, LLC29$2.60K0.00%+29New
Tucker Asset Management LLC25$2.73K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC37$3.00K0.00%−7−15.9%Reduced
Financial Management Professionals, Inc.32$3.00K0.00%−11−25.6%Reduced
Mark Sheptoff Financial Planning, LLC31$3.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC29$3.00K0.00%00.0%Unchanged
DT Investment Partners, LLC28$3.00K0.00%+28New
Raffa Wealth Management, LLC34$3.05K0.00%00.0%Unchanged
Arrow Financial Corp50$4.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC48$4.00K0.00%00.0%Unchanged
Costello Asset Management, INC40$4.00K0.00%00.0%Unchanged
Zullo Investment Group, Inc.40$4.00K0.00%00.0%Unchanged
Eagle Bay Advisors LLC45$4.00K0.00%+11+32.4%Added
Independence Bank of Kentucky40$4.00K0.00%+25+166.7%Added
Ellis Investment Partners, LLC50$4.00K0.00%+50New
Sittner & Nelson, LLC44$4.00K0.00%+44New
JJJ Advisors Inc.54$5.00K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC56$5.00K0.00%00.0%Unchanged
Oakworth Capital, Inc.52$5.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC54$5.00K0.00%00.0%Unchanged
Wagner Wealth Management, LLC51$5.00K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.53$5.00K0.00%+53New
Adirondack Trust Co66$6.00K0.00%−90−57.7%Reduced
TCI Wealth Advisors, Inc.66$6.00K0.00%−38−36.5%Reduced
Mach-1 Financial Group, Inc.75$6.00K0.01%00.0%Unchanged
Standard Family Office LLC64$6.00K0.00%+64New
Center for Financial Planning, Inc.76$7.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc80$7.00K0.00%+12+17.6%Added
Heritage Wealth Management, LLC75$7.00K0.00%+33+78.6%Added
Abound Wealth Management86$7.72K0.00%+86New
Bell Investment Advisors, Inc90$8.00K0.00%−19−17.4%Reduced
Core Alternative Capital95$8.00K0.00%+1+1.1%Added
Vigilant Capital Management, LLC84$8.00K0.00%+84New
Liberty One Investment Management, LLC96$9.00K0.00%−3,496−97.3%Reduced
Private Ocean, LLC109$9.00K0.00%00.0%Unchanged
Webster Bank, N. A.100$9.00K0.00%00.0%Unchanged
Sandy Spring Bank97$9.00K0.00%+2+2.1%Added
Ancora Advisors, LLC97$9.00K0.00%+21+27.6%Added
Front Row Advisors LLC100$9.00K0.00%+100New
Navigation Wealth Management, Inc.100$9.00K0.97%+100New
Key Financial Inc114$10.0K0.00%00.0%Unchanged
Highlander Capital Management, LLC109$10.0K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC100$10.0K0.00%00.0%Unchanged
CoreFirst Bank & Trust110$10.0K0.01%00.0%Unchanged
Operose Advisors LLC110$10.0K0.01%00.0%Unchanged
Lee Financial Co110$10.0K0.00%+55+100.0%Added
SRS Capital Advisors, Inc.114$10.0K0.00%+114New
Leelyn Smith, LLC120$11.0K0.00%−100−45.5%Reduced
Horan Securities, Inc.120$11.0K0.01%−5−4.0%Reduced
West Paces Advisors Inc.133$11.9K0.00%00.0%Unchanged
Winch Advisory Services, LLC131$12.0K0.01%+3+2.3%Added
Rise Advisors, LLC128$12.0K0.01%+19+17.4%Added
Creative Financial Designs Inc135$12.0K0.00%+93+221.4%Added
Column Capital Advisors, LLC147$13.0K0.00%+2+1.4%Added
Iron Horse Wealth Management, LLC150$13.0K0.02%00.0%Unchanged
Grayhawk Investment Strategies Inc.105$13.0K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.148$13.3K0.01%+29+24.4%Added
Atwood & Palmer Inc155$14.0K0.00%00.0%Unchanged
Disciplined Investments, LLC153$14.0K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC163$15.0K0.00%−213−56.6%Reduced
Hexagon Capital Partners LLC168$15.0K0.00%−36−17.6%Reduced
Earnest Partners LLC178$16.0K0.00%00.0%Unchanged
Evoke Wealth, LLC193$17.0K0.00%+12+6.6%Added
TD Ameritrade Investment Management, LLC190$17.0K0.00%+176+1,257.1%Added
High Net Worth Advisory Group LLC200$18.0K0.01%00.0%Unchanged
McClarren Financial Advisors, Inc.203$18.0K0.02%+203New
Bartlett & Co. Wealth Management LLC207$18.6K0.00%−41−16.5%Reduced
Harel Insurance Investments & Financial Services Ltd.210$19.0K0.00%−290−58.0%Reduced
Bartlett & Co. LLC207$19.0K0.00%−41−16.5%Reduced
Cyrus J. Lawrence, LLC218$19.0K0.01%00.0%Unchanged
Beacon Capital Management, LLC219$21.0K0.01%00.0%Unchanged
Arlington Partners LLC233$21.0K0.01%−43−15.6%Reduced
Tyler-Stone Wealth Management238$21.0K0.02%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC244$21.0K0.01%+244New
Crewe Advisors LLC244$22.0K0.00%−257−51.3%Reduced
Jones Financial Companies LLLP244$22.0K0.00%−100−29.1%Reduced
SOA Wealth Advisors, LLC.251$22.0K0.01%−50−16.6%Reduced
Valley National Advisers Inc225$22.0K0.00%00.0%Unchanged
Selway Asset Management250$22.0K0.01%+250New