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Simon Property Group Inc.

SPG
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001063761

No open-market purchases or sales by Simon Property Group Inc. insiders were filed in the last 90 days; 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
Capasso Planning Partners LLC2,320$208.0K0.15%−1,785−43.5%Reduced
Savant Capital, LLC2,313$208.0K0.01%−315−12.0%Reduced
Private Capital Management LLC2,343$210.0K0.08%−6−0.3%Reduced
Stock Yards Bank & Trust Co2,344$210.0K0.01%−300−11.3%Reduced
Transamerica Financial Advisors, Inc.2,338$210.0K0.03%−26−1.1%Reduced
AdvisorNet Financial, Inc2,335$210.0K0.02%+312+15.4%Added
Shilanski & Associates, Inc.2,343$210.0K0.08%+2,343New
Stratos Wealth Advisors, LLC2,377$213.0K0.02%−168−6.6%Reduced
Wipfli Financial Advisors LLC,2,376$213.0K0.01%+2,376New
Rehmann Capital Advisory Group2,382$213.9K0.02%+2,382New
Gateway Investment Advisers LLC2,384$214.0K0.00%−894−27.3%Reduced
Bramshill Investments, LLC2,400$215.0K0.03%−3,370−58.4%Reduced
Godshalk Welsh Capital Management, Inc.2,425$218.0K0.16%+100+4.3%Added
Ossiam2,427$218.0K0.01%+2,427New
LFS Asset Management2,464$221.0K0.22%−36,847−93.7%Reduced
Balentine LLC2,481$223.0K0.01%+2,481New
Moody Lynn & Lieberson, LLC2,500$224.0K0.02%00.0%Unchanged
Financial Sense Advisors, Inc.2,500$224.0K0.09%00.0%Unchanged
Merrion Investment Management Co, LLC2,500$224.0K0.22%00.0%Unchanged
Strategic Wealth Designers2,500$224.0K0.06%+14+0.6%Added
RMR Wealth Builders2,504$225.0K0.06%+45+1.8%Added
Proficio Capital Partners LLC2,527$226.0K0.04%+144+6.0%Added
CAPROCK Group, Inc.2,544$228.0K0.02%+2,544New
Perigon Wealth Management, LLC2,557$229.0K0.02%+2,557New
Marshall Wace, LLP2,577$231.0K0.00%−212,582−98.8%Reduced
Interchange Capital Partners, LLC2,574$231.0K0.25%−1,293−33.4%Reduced
Intrust Bank NA2,569$231.0K0.04%−12−0.5%Reduced
Sawtooth Solutions, LLC2,580$232.0K0.03%+81+3.2%Added
Kaizen Financial Strategies2,637$237.0K0.24%+2,637New
Umb Bank N A2,652$238.0K0.00%+15+0.6%Added
Comerica Securities,inc.2,649$238.0K0.02%+87+3.4%Added
Good Life Advisors, LLC2,665$239.0K0.04%+255+10.6%Added
Inspire Advisors, LLC2,699$242.0K0.07%+460+20.5%Added
Ballentine Partners, LLC2,708$243.0K0.01%+378+16.2%Added
Autumn Glory Partners, LLC2,710$243.0K0.16%+535+24.6%Added
Synovus Financial Corp2,723$244.0K0.00%−540−16.5%Reduced
XR Securities LLC2,746$246.0K0.23%+2,746New
Camelot Portfolios, LLC2,749$247.0K0.23%−355−11.4%Reduced
Bailard, Inc.2,762$248.0K0.01%−1,932−41.2%Reduced
Intrua Financial, LLC2,777$249.0K0.07%−902−24.5%Reduced
Waddell & Associates, LLC2,777$249.0K0.05%−55−1.9%Reduced
CWA Asset Management Group, LLC2,771$249.0K0.02%+2,771New
KB Financial Partners, LLC2,788$250.0K0.09%+452+19.3%Added
LMR Partners LLP2,792$251.0K0.01%−4,254−60.4%Reduced
Market Street Wealth Management Advisors LLC2,823$253.0K0.08%00.0%Unchanged
Griffin Asset Management, Inc.2,832$254.0K0.04%+10+0.4%Added
Quadrant Capital Group LLC2,853$256.0K0.03%+279+10.8%Added
Worth Venture Partners, LLC2,850$256.0K0.16%+650+29.5%Added
SkyView Investment Advisors, LLC2,886$259.0K0.08%+388+15.5%Added
Prudent Man Advisors, LLC2,947$264.0K0.13%+2,947New
Schulhoff & Co Inc2,960$265.0K0.14%+485+19.6%Added
Apollon Wealth Management, LLC2,976$267.0K0.02%+2,976New
ASB Consultores, LLC2,979$267.0K0.13%+2,979New
Westover Capital Advisors, LLC3,000$269.0K0.10%00.0%Unchanged
Lederer & Associates Investment Counsel2,994$269.0K0.23%+8+0.3%Added
Coco Enterprises, LLC2,983$269.0K0.24%+3+0.1%Added
First Dallas Securities Inc.3,000$269.0K0.18%+350+13.2%Added
Orion Portfolio Solutions, LLC2,992$269.0K0.01%+475+18.9%Added
RFG Advisory, LLC2,351$271.0K0.02%−792−25.2%Reduced
Founders Capital Management3,020$271.0K0.22%00.0%Unchanged
Tempus Wealth Planning, LLC3,029$272.0K0.18%+3,029New
Mutual Advisors, LLC3,044$273.0K0.01%+755+33.0%Added
Conning Inc.3,051$274.0K0.01%−405−11.7%Reduced
Cornerstone Advisory, LLC3,077$276.0K0.06%−100−3.1%Reduced
Octavia Wealth Advisors, LLC3,082$277.0K0.07%+68+2.3%Added
Cohen Klingenstein LLC3,100$278.0K0.01%00.0%Unchanged
Clarius Group, LLC3,108$279.0K0.03%+25+0.8%Added
Manchester Capital Management LLC3,117$280.0K0.05%00.0%Unchanged
CIBC Private Wealth Group, LLC3,147$282.0K0.00%−2,805−47.1%Reduced
Fund Management at Engine No. 1 LLC3,148$283.0K0.08%−167−5.0%Reduced
Sunbelt Securities, Inc.3,180$285.0K0.06%+391+14.0%Added
Power Corp of Canada3,176$285.0K0.04%+3,176New
First National Bank Sioux Falls3,205$287.0K0.30%+440+15.9%Added
Siemens Fonds Invest GmbH3,205$288.0K0.03%−214−6.3%Reduced
Reuter James Wealth Management, LLC3,225$289.0K0.20%00.0%Unchanged
Murphy Pohlad Asset Management LLC3,225$289.0K0.13%+415+14.8%Added
TD Private Client Wealth LLC3,238$290.6K0.01%+662+25.7%Added
MAI Capital Management3,244$291.0K0.01%−537−14.2%Reduced
Horizon Investments, LLC3,274$294.0K0.01%+485+17.4%Added
Asset Management Resources, LLC3,279$294.0K0.29%+662+25.3%Added
Avantax Advisory Services, Inc.3,293$296.0K0.00%−1,061−24.4%Reduced
Supplemental Annuity Collective Trust of NJ3,300$296.0K0.13%00.0%Unchanged
Abbrea Capital, LLC3,313$297.0K0.06%−2,326−41.2%Reduced
Davenport & Co LLC3,312$297.0K0.00%+3,312New
Options Solutions, LLC3,332$299.0K0.46%−1,118−25.1%Reduced
Harvest Fund Management Co., Ltd3,373$303.0K0.09%−1,722−33.8%Reduced
Bradley Foster & Sargent Inc3,388$304.0K0.01%−620−15.5%Reduced
Regions Financial Corp3,392$304.0K0.00%+204+6.4%Added
Joel Isaacson & Co., LLC3,396$305.0K0.03%00.0%Unchanged
Silverleafe Capital Partners, LLC3,400$305.0K0.20%+3,400New
American Investment Services, Inc.3,405$306.0K0.07%−319−8.6%Reduced
Longfellow Investment Management Co LLC3,404$306.0K0.06%00.0%Unchanged
55I, LLC3,407$306.0K0.01%+3,407New
FDx Advisors, Inc.3,472$312.0K0.01%−1,612−31.7%Reduced
Bessemer Securities LLC3,479$312.0K0.11%00.0%Unchanged
Sigma Planning Corp3,514$315.0K0.01%−1,415−28.7%Reduced
Laurel Wealth Advisors, Inc.3,514$315.0K0.03%+247+7.6%Added
Pitcairn Co3,522$316.0K0.04%−526−13.0%Reduced
Tiaa, FSB3,548$318.0K0.00%−4,943−58.2%Reduced
Wintrust Investments LLC3,563$320.0K0.04%−580−14.0%Reduced