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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 256 | $23.0K | 0.00% | −278−52.1% | Reduced |
| Atlas Capital Advisors LLC | 281 | $25.2K | 0.00% | +56+24.9% | Added |
| Community Bank, N.A. | 288 | $26.0K | 0.00% | +288 | New |
| Carmichael Hill & Associates, Inc. | 300 | $27.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 315 | $28.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 310 | $28.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 312 | $28.0K | 0.02% | +5+1.6% | Added |
| Riverview Trust Co | 308 | $28.0K | 0.03% | +97+46.0% | Added |
| Salem Investment Counselors Inc | 318 | $29.0K | 0.00% | −2,750−89.6% | Reduced |
| FourThought Financial, LLC | 325 | $29.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 326 | $29.0K | 0.00% | +6+1.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 344 | $31.0K | 0.00% | −1,300−79.1% | Reduced |
| Spectrum Management Group, LLC | 343 | $31.0K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 341 | $31.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 350 | $31.0K | 0.00% | +350 | New |
| Zions Bancorporation, N.A. | 356 | $32.0K | 0.00% | +136+61.8% | Added |
| Private Trust Co NA | 365 | $33.0K | 0.01% | −179−32.9% | Reduced |
| Ronald Blue Trust, Inc. | 352 | $33.0K | 0.00% | +262+291.1% | Added |
| LFA - Lugano Financial Advisors SA | 370 | $33.0K | 0.03% | +370 | New |
| Anchor Investment Management, LLC | 373 | $33.5K | 0.01% | +48+14.8% | Added |
| Kozak & Associates, Inc. | 358 | $34.0K | 0.02% | −691−65.9% | Reduced |
| Hoey Investments, Inc | 375 | $34.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 385 | $34.0K | 0.00% | +9+2.4% | Added |
| American National Bank | 380 | $34.0K | 0.01% | +39+11.4% | Added |
| Hudock, Inc. | 393 | $35.0K | 0.01% | −125−24.1% | Reduced |
| EverSource Wealth Advisors, LLC | 380 | $35.0K | 0.01% | −84−18.1% | Reduced |
| Quent Capital, LLC | 392 | $35.0K | 0.01% | +63+19.1% | Added |
| Glassman Wealth Services | 406 | $36.0K | 0.01% | −30−6.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 412 | $37.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 434 | $39.0K | 0.00% | +394+985.0% | Added |
| Covestor Ltd | 473 | $42.0K | 0.04% | −312−39.7% | Reduced |
| MV Capital Management, Inc. | 463 | $42.0K | 0.01% | +122+35.8% | Added |
| Money Concepts Capital Corp | 475 | $43.0K | 0.00% | +43+10.0% | Added |
| Allworth Financial LP | 490 | $44.0K | 0.00% | +175+55.6% | Added |
| PFS Partners, LLC | 500 | $44.9K | 0.05% | +500 | New |
| Castle Wealth Management LLC | 505 | $45.0K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 522 | $47.0K | 0.01% | +31+6.3% | Added |
| CVA Family Office, LLC | 535 | $48.0K | 0.01% | −150−21.9% | Reduced |
| Global Retirement Partners, LLC | 449 | $49.0K | 0.00% | +98+27.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 594 | $53.3K | 0.00% | +594 | New |
| Farmers & Merchants Investments Inc | 598 | $54.0K | 0.00% | −26−4.2% | Reduced |
| Harbour Investments, Inc. | 572 | $54.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 640 | $58.0K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 644 | $58.0K | 0.00% | +107+19.9% | Added |
| Selective Wealth Management, Inc. | 652 | $59.0K | 0.03% | −149−18.6% | Reduced |
| Parkside Financial Bank & Trust | 680 | $61.0K | 0.02% | +35+5.4% | Added |
| Smithfield Trust Co | 721 | $63.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 702 | $63.0K | 0.00% | +702 | New |
| Newbridge Financial Services Group, Inc. | 725 | $65.0K | 0.04% | −1,992−73.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 740 | $66.0K | 0.00% | −87−10.5% | Reduced |
| Capital Analysts, LLC | 745 | $67.0K | 0.00% | +28+3.9% | Added |
| CenterStar Asset Management, LLC | – | $67.0K | 0.12% | – | New |
| Old North State Trust, LLC | 745 | $67.0K | 0.06% | +745 | New |
| Covington Capital Management | 762 | $68.0K | 0.00% | +28+3.8% | Added |
| PFG Private Wealth Management, LLC | 776 | $70.0K | 0.05% | 00.0% | Unchanged |
| Howe & Rusling Inc | 783 | $70.0K | 0.01% | +200+34.3% | Added |
| Clearstead Advisors, LLC | 806 | $72.0K | 0.01% | +224+38.5% | Added |
| Silvant Capital Management LLC | 821 | $74.0K | 0.01% | 00.0% | Unchanged |
| Cowa, LLC | 840 | $75.0K | 0.05% | +840 | New |
| Pinnacle Bancorp, Inc. | 852 | $76.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 849 | $76.0K | 0.01% | +147+20.9% | Added |
| Rosenberg Matthew Hamilton | 919 | $82.0K | 0.03% | −108−10.5% | Reduced |
| Lindbrook Capital, LLC | 942 | $85.0K | 0.01% | −639−40.4% | Reduced |
| Desjardins Global Asset Management Inc. | 957 | $85.0K | 0.01% | 00.0% | Unchanged |
| Motco | 942 | $85.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 970 | $87.0K | 0.00% | −220−18.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 970 | $87.0K | 0.00% | +130+15.5% | Added |
| First Manhattan Co | 1,000 | $89.0K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,000 | $90.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,000 | $90.0K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $90.0K | 0.06% | +1,000 | New |
| Itau Unibanco Holding S.A. | 1,051 | $94.0K | 0.00% | +1,051 | New |
| Central Trust Co | 1,180 | $106.0K | 0.00% | +220+22.9% | Added |
| Stelac Advisory Services LLC | 1,208 | $108.0K | 0.05% | 00.0% | Unchanged |
| Trust Co | 1,230 | $110.0K | 0.02% | +392+46.8% | Added |
| Tobam | 1,262 | $113.0K | 0.01% | −315−20.0% | Reduced |
| Logan Capital Management Inc | 1,272 | $114.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,301 | $117.0K | 0.08% | −2,250−63.4% | Reduced |
| Washington Trust Co | 1,455 | $131.0K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,400 | $131.0K | 0.07% | +1,400 | New |
| Dividend Assets Capital, LLC | 1,600 | $144.0K | 0.03% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,643 | $147.0K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,679 | $151.0K | 0.03% | −243−12.6% | Reduced |
| North Star Investment Management Corp. | 1,730 | $155.0K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,840 | $165.0K | 0.01% | −5,740−75.7% | Reduced |
| American State Bank (Iowa) | 1,882 | $168.9K | 0.15% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,041 | $183.0K | 0.01% | +178+9.6% | Added |
| Proequities, Inc. | 2,047 | $184.0K | 0.02% | −475−18.8% | Reduced |
| Sentry Investment Management LLC | 2,200 | $197.0K | 0.09% | 00.0% | Unchanged |
| Renaissance Group LLC | 2,237 | $201.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,246 | $202.0K | 0.03% | −553−19.8% | Reduced |
| Bard Financial Services, Inc. | 2,250 | $202.0K | 0.02% | +2,250 | New |
| Washington Trust Bank | 2,273 | $204.0K | 0.03% | +2,273 | New |
| Bridgefront Capital, LLC | 2,271 | $204.0K | 0.21% | +2,271 | New |
| Paradigm Financial Partners, LLC | 2,160 | $205.0K | 0.06% | −782−26.6% | Reduced |
| Manchester Financial Inc | 2,282 | $205.0K | 0.06% | +2,282 | New |
| Journey Strategic Wealth LLC | 2,294 | $205.0K | 0.03% | +2,294 | New |
| Gsa Capital Partners LLP | 2,298 | $206.0K | 0.03% | −4,471−66.1% | Reduced |
| Anson Funds Management LP | 2,300 | $206.0K | 0.04% | +2,300 | New |
| IFG Advisory, LLC | 2,310 | $207.0K | 0.02% | +10.0% | Added |