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.
| 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 |
|---|---|---|---|---|---|
| Lafayette Investments, Inc. | 3,600 | $323.0K | 0.10% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 3,625 | $325.0K | 0.26% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 3,652 | $328.0K | 0.02% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,650 | $328.0K | 0.03% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3,660 | $328.5K | 0.19% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,681 | $330.0K | 0.03% | +759+26.0% | Added |
| Compagnie Lombard Odier SCmA | 3,694 | $332.0K | 0.01% | +300+8.8% | Added |
| RS Crum Inc. | 3,709 | $333.0K | 0.17% | 00.0% | Unchanged |
| Brown Advisory Inc | 3,711 | $333.0K | 0.00% | +671+22.1% | Added |
| Sage Investment Advisers LLC | 3,739 | $336.0K | 0.53% | +211+6.0% | Added |
| First Hawaiian Bank | 3,767 | $339.0K | 0.01% | −1,089−22.4% | Reduced |
| Kingsview Wealth Management, LLC | 3,804 | $341.0K | 0.02% | +356+10.3% | Added |
| Scotia Capital Inc. | 3,835 | $344.0K | 0.00% | −73−1.9% | Reduced |
| Heartland Bank & Trust Co | 3,847 | $345.0K | 0.33% | +53+1.4% | Added |
| Capital Investment Advisors, LLC | 3,883 | $349.0K | 0.01% | +670+20.9% | Added |
| Ninety One SA (PTY) Ltd | 3,893 | $350.0K | 0.14% | +322+9.0% | Added |
| Beaumont Asset Management, L.L.C. | 3,909 | $350.0K | 0.28% | +3,909 | New |
| Stratos Wealth Partners, LTD. | 3,917 | $352.0K | 0.01% | −727−15.7% | Reduced |
| Augustine Asset Management Inc | 3,937 | $353.0K | 0.23% | −29−0.7% | Reduced |
| Alpha Paradigm Partners, LLC | 3,942 | $354.0K | 0.15% | +3,942 | New |
| EJF Capital LLC | 4,000 | $359.0K | 0.07% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 4,000 | $359.0K | 0.72% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,997 | $359.0K | 0.01% | +345+9.4% | Added |
| Boston Family Office LLC | 4,000 | $360.0K | 0.03% | +1,308+48.6% | Added |
| Cigna Investments Inc | 4,021 | $361.0K | 0.08% | −221−5.2% | Reduced |
| Cetera Advisors LLC | 4,033 | $362.0K | 0.01% | +428+11.9% | Added |
| Assetmark, Inc | 4,073 | $366.0K | 0.00% | −531,257−99.2% | Reduced |
| Tobias Financial Advisors, Inc. | 4,086 | $367.0K | 0.13% | −6−0.1% | Reduced |
| Optimum Investment Advisors | 4,091 | $367.0K | 0.20% | +777+23.4% | Added |
| Bulltick Wealth Management, LLC | 4,100 | $368.0K | 0.11% | +4,100 | New |
| Ameritas Investment Partners, Inc. | 4,109 | $368.0K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,106 | $369.0K | 0.08% | +83+2.1% | Added |
| Ritholtz Wealth Management | 4,150 | $372.0K | 0.02% | +565+15.8% | Added |
| Equitable Holdings, Inc. | 4,159 | $373.0K | 0.01% | +1,287+44.8% | Added |
| CWM Advisors, LLC | 4,238 | $380.0K | 0.05% | +170+4.2% | Added |
| Johnson Investment Counsel Inc | 4,246 | $381.0K | 0.01% | +288+7.3% | Added |
| Alpha Cubed Investments, LLC | 4,260 | $382.0K | 0.03% | −757−15.1% | Reduced |
| Ghe, LLC | 7,782 | $382.0K | 0.42% | +4,913+171.2% | Added |
| Hodges Capital Management Inc. | 4,294 | $385.0K | 0.06% | +1,346+45.7% | Added |
| CWM, LLC | 4,307 | $387.0K | 0.00% | +1,656+62.5% | Added |
| Brinker Capital Investments, LLC | 4,355 | $391.0K | 0.01% | +114+2.7% | Added |
| Element Wealth, LLC | 4,372 | $392.0K | 0.36% | +50+1.2% | Added |
| BBR Partners, LLC | 4,400 | $395.0K | 0.05% | +4,400 | New |
| DRW Securities, L.L.C. | 4,410 | $396.0K | 0.12% | +4,410 | New |
| Cerro Pacific Wealth Advisors LLC | 4,440 | $398.0K | 0.24% | −418−8.6% | Reduced |
| Deseret Mutual Benefit Administrators | 4,480 | $402.0K | 0.11% | −732−14.0% | Reduced |
| First National Bank of Omaha | 4,474 | $402.0K | 0.03% | +349+8.5% | Added |
| Veriti Management LLC | 4,511 | $405.0K | 0.06% | −491−9.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,530 | $407.0K | 0.02% | −2,542−35.9% | Reduced |
| Teamwork Financial Advisors, LLC | 4,553 | $409.0K | 0.09% | +392+9.4% | Added |
| Stephens Inc | 4,564 | $410.0K | 0.01% | −1,153−20.2% | Reduced |
| Trust Co of Vermont | 4,584 | $411.0K | 0.03% | −272−5.6% | Reduced |
| MSH Capital Advisors LLC | 4,635 | $416.0K | 0.20% | +12+0.3% | Added |
| Checchi Capital Advisers, LLC | 4,704 | $422.0K | 0.05% | −58−1.2% | Reduced |
| Alta Wealth Advisors LLC | 4,707 | $422.0K | 0.30% | +659+16.3% | Added |
| Pekin Hardy Strauss, Inc. | 4,708 | $423.0K | 0.07% | −70−1.5% | Reduced |
| Dearborn Partners LLC | 4,716 | $423.0K | 0.02% | +214+4.8% | Added |
| Keybank National Association | 4,715 | $423.0K | 0.00% | +456+10.7% | Added |
| Affinity Investment Advisors, LLC | 4,768 | $428.0K | 0.22% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 4,815 | $432.0K | 0.00% | −2,259−31.9% | Reduced |
| Cerity Partners LLC | 4,839 | $434.0K | 0.01% | −54−1.1% | Reduced |
| Highline Wealth Partners LLC | 4,841 | $434.5K | 0.35% | +4,841 | New |
| Sustainable Insight Capital Management, LLC | 4,874 | $437.0K | 0.51% | +1,400+40.3% | Added |
| Congress Wealth Management LLC | 4,861 | $437.0K | 0.01% | +4,861 | New |
| Personal Cfo Solutions, LLC | 4,925 | $442.0K | 0.11% | +418+9.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,950 | $444.0K | 0.02% | +276+5.9% | Added |
| American Assets Inc | 5,000 | $449.0K | 0.17% | 00.0% | Unchanged |
| CSS LLC | 5,000 | $449.0K | 0.03% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 4,954 | $451.0K | 0.37% | +204+4.3% | Added |
| Alps Advisors Inc | 5,033 | $452.0K | 0.00% | −165−3.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,037 | $452.0K | 0.04% | +515+11.4% | Added |
| M Holdings Securities, Inc. | 5,036 | $452.0K | 0.05% | +2,121+72.8% | Added |
| VELA Investment Management, LLC | 5,056 | $454.0K | 0.26% | +2,192+76.5% | Added |
| Moody National Bank Trust Division | 5,091 | $457.0K | 0.05% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,169 | $464.0K | 0.00% | −48−0.9% | Reduced |
| Boston Private Wealth LLC | 5,167 | $464.0K | 0.01% | +1,576+43.9% | Added |
| Wolverine Asset Management LLC | 5,286 | $474.0K | 0.01% | −5,707−51.9% | Reduced |
| Parallel Advisors, LLC | 5,286 | $474.0K | 0.02% | −518−8.9% | Reduced |
| Castle Rock Wealth Management, LLC | 4,997 | $474.0K | 0.24% | +143+2.9% | Added |
| Clear Street Markets LLC | 5,300 | $476.0K | 0.09% | −7,287−57.9% | Reduced |
| Penserra Capital Management LLC | 5,322 | $477.0K | 0.01% | +400+8.1% | Added |
| Perpetual Investment Management Ltd | 5,400 | $485.0K | 0.07% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 5,426 | $487.0K | 0.18% | +53+1.0% | Added |
| Tiedemann Advisors, LLC | 5,431 | $487.0K | 0.03% | +101+1.9% | Added |
| Carmel Capital Partners, LLC | 5,441 | $488.0K | 0.47% | +2,162+65.9% | Added |
| American Portfolios Advisors | 5,469 | $490.9K | 0.02% | −139−2.5% | Reduced |
| Clear Harbor Asset Management, LLC | 5,478 | $492.0K | 0.07% | +5,478 | New |
| Moors & Cabot, Inc. | 5,510 | $494.0K | 0.04% | +310+6.0% | Added |
| Hollencrest Capital Management | 5,527 | $496.0K | 0.06% | +11+0.2% | Added |
| Engineers Gate Manager LP | 5,539 | $497.0K | 0.03% | −28,915−83.9% | Reduced |
| Shell Asset Management Co | 5,635 | $506.0K | 0.02% | −746−11.7% | Reduced |
| Morse Asset Management, Inc | 5,700 | $512.0K | 0.19% | +5,700 | New |
| Renasant Bank | 5,733 | $515.0K | 0.45% | −468−7.5% | Reduced |
| Everence Capital Management Inc | 5,759 | $517.0K | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,762 | $518.0K | 0.01% | +303+5.6% | Added |
| Assenagon Asset Management S.A. | 5,837 | $524.0K | 0.00% | +5,837 | New |
| Abeille Asset Management SA | 5,851 | $525.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 5,875 | $527.0K | 0.17% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 5,903 | $530.0K | 0.12% | +511+9.5% | Added |
| Prudential PLC | 5,933 | $532.0K | 0.01% | +784+15.2% | Added |