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 |
|---|---|---|---|---|---|
| Wexford Capital LP | 5,968 | $536.0K | 0.17% | −292−4.7% | Reduced |
| Bluefin Capital Management, LLC | 5,975 | $536.0K | 0.06% | +660+12.4% | Added |
| Prospera Financial Services Inc | 5,978 | $536.0K | 0.03% | +3,696+162.0% | Added |
| Verdence Capital Advisors LLC | 6,035 | $542.0K | 0.07% | −451−7.0% | Reduced |
| Jupiter Asset Management Ltd | 6,077 | $546.0K | 0.01% | −13,306−68.6% | Reduced |
| Wellington Shields & Co., LLC | 6,120 | $549.0K | 0.24% | +100+1.7% | Added |
| Metis Global Partners, LLC | 6,150 | $552.0K | 0.09% | +585+10.5% | Added |
| Oak Grove Capital LLC | 6,190 | $556.0K | 0.19% | +1,000+19.3% | Added |
| Boston Partners | 6,211 | $557.0K | 0.00% | −11−0.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,299 | $565.0K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 6,311 | $566.0K | 0.03% | +1,666+35.9% | Added |
| Guardian Capital Advisors LP | 6,050 | $567.0K | 0.07% | −5,170−46.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,334 | $568.0K | 0.41% | +527+9.1% | Added |
| Mystic Asset Management, Inc. | 6,397 | $574.0K | 0.37% | +895+16.3% | Added |
| Profund Advisors LLC | 6,441 | $578.0K | 0.04% | −874−11.9% | Reduced |
| Ascent Group, LLC | 5,312 | $579.0K | 0.07% | −3,577−40.2% | Reduced |
| Boenning & Scattergood, Inc. | 6,465 | $580.0K | 0.12% | −150−2.3% | Reduced |
| TTP Investments, Inc. | 6,472 | $581.0K | 0.70% | +2,786+75.6% | Added |
| Sumitomo Life Insurance Co | 6,634 | $595.0K | 0.03% | −292−4.2% | Reduced |
| HighTower Trust Services, LTA | 6,627 | $595.0K | 0.07% | +205+3.2% | Added |
| Element Capital Management LLC | 6,671 | $599.0K | 0.29% | 00.0% | Unchanged |
| Accuvest Global Advisors | 6,707 | $602.0K | 0.41% | +469+7.5% | Added |
| Connective Portfolio Management, LLC | 6,770 | $608.0K | 1.96% | −6,770−50.0% | Reduced |
| AlphaCrest Capital Management LLC | 6,802 | $610.0K | 0.04% | −9,866−59.2% | Reduced |
| Raymond James Trust N.A. | 6,798 | $610.0K | 0.02% | +215+3.3% | Added |
| Cutler Group LP | 6,800 | $610.0K | 0.07% | +5,185+321.1% | Added |
| Diversified Trust Co | 6,812 | $611.0K | 0.03% | +720+11.8% | Added |
| Infrastructure Capital Advisors, LLC | 6,862 | $616.0K | 0.13% | +3,861+128.7% | Added |
| Miracle Mile Advisors, LLC | 6,897 | $619.0K | 0.03% | −335−4.6% | Reduced |
| TrueWealth Advisors, LLC | 6,920 | $621.0K | 0.29% | +350+5.3% | Added |
| TrimTabs Asset Management, LLC | 6,939 | $622.0K | 0.43% | −500−6.7% | Reduced |
| Future Financial Wealth Managment LLC | 6,611 | $628.0K | 0.73% | +94+1.4% | Added |
| Gifford Fong Associates | 7,000 | $628.0K | 0.16% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,027 | $631.0K | 0.04% | +1,271+22.1% | Added |
| PEAK6 Investments LLC | 7,047 | $632.0K | 0.02% | −17,728−71.6% | Reduced |
| Toroso Investments, LLC | 7,080 | $635.0K | 0.03% | +213+3.1% | Added |
| Harbor Investment Advisory, LLC | 7,099 | $637.0K | 0.10% | −1,043−12.8% | Reduced |
| GWM Advisors LLC | 7,114 | $638.0K | 0.01% | −4,550−39.0% | Reduced |
| Pacer Advisors, Inc. | 7,132 | $640.0K | 0.00% | +6,610+1,266.3% | Added |
| Capital Markets Trading UK LLP | 7,202 | $646.0K | 0.69% | +7,202 | New |
| Compton Capital Management Inc | 7,250 | $651.0K | 0.44% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 7,323 | $657.0K | 0.17% | +2,076+39.6% | Added |
| Corient Capital Partners, LLC | 6,970 | $662.0K | 0.05% | +862+14.1% | Added |
| Ausdal Financial Partners, Inc. | 7,441 | $668.0K | 0.11% | +1,228+19.8% | Added |
| Illinois Municipal Retirement Fund | 7,454 | $669.0K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment Corp | 7,523 | $675.0K | 0.07% | +75+1.0% | Added |
| Simmons Bank | 7,551 | $678.0K | 0.06% | −514−6.4% | Reduced |
| Integrated Wealth Concepts LLC | 7,776 | $698.0K | 0.02% | +1,016+15.0% | Added |
| Greenleaf Trust | 7,837 | $703.0K | 0.01% | +1,053+15.5% | Added |
| Fiduciary Trust Co | 8,014 | $719.0K | 0.02% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 8,056 | $723.0K | 0.07% | +2,610+47.9% | Added |
| F3Logic, LLC | 8,080 | $733.0K | 0.15% | −141−1.7% | Reduced |
| Pathstone Family Office, LLC | 8,178 | $736.0K | 0.01% | −1,815−18.2% | Reduced |
| Cullen Capital Management LLC | 8,232 | $739.0K | 0.01% | +932+12.8% | Added |
| Belpointe Asset Management LLC | 8,354 | $749.0K | 0.05% | +3,003+56.1% | Added |
| Commerzbank Aktiengesellschaft | 8,362 | $751.0K | 0.06% | +8,362 | New |
| Eqis Capital Management, Inc. | 8,379 | $752.1K | 0.09% | +295+3.6% | Added |
| Seeyond | 8,444 | $757.0K | 0.09% | −458−5.1% | Reduced |
| TBH Global Asset Management, LLC | 8,473 | $760.0K | 0.19% | +354+4.4% | Added |
| Solidarilty Wealth, LLC | 6,554 | $766.0K | 0.44% | +169+2.6% | Added |
| Cubist Systematic Strategies, LLC | 8,575 | $770.0K | 0.01% | −88,932−91.2% | Reduced |
| Valeo Financial Advisors, LLC | 8,623 | $774.0K | 0.05% | −27,154−75.9% | Reduced |
| Constitution Capital LLC | 8,736 | $784.0K | 0.52% | −2,250−20.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,769 | $787.0K | 0.01% | +1,894+27.5% | Added |
| Kinneret Advisory, LLC | 8,857 | $795.0K | 0.11% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 8,912 | $800.0K | 0.29% | −5,578−38.5% | Reduced |
| Capital Management Associates | 9,000 | $808.0K | 1.18% | 00.0% | Unchanged |
| Invst, LLC | 8,889 | $822.0K | 0.14% | +1,749+24.5% | Added |
| NewEdge Wealth, LLC | 9,181 | $824.0K | 0.04% | +3,715+68.0% | Added |
| Banque Cantonale Vaudoise | 9,209 | $826.0K | 0.05% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 9,303 | $835.0K | 0.34% | +2,754+42.1% | Added |
| Meeder Asset Management Inc | 9,427 | $846.0K | 0.05% | +2,583+37.7% | Added |
| Mark Asset Management LP | 9,514 | $854.0K | 0.21% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 9,541 | $856.0K | 0.01% | +9,541 | New |
| KMG Fiduciary Partners, LLC | 9,595 | $861.0K | 0.17% | −131−1.3% | Reduced |
| Cetera Investment Advisers | 9,933 | $891.0K | 0.02% | −5,808−36.9% | Reduced |
| TD Waterhouse Canada Inc. | 9,836 | $895.1K | 0.01% | −248−2.5% | Reduced |
| MBL Wealth, LLC | 9,998 | $897.0K | 0.19% | +9,998 | New |
| IFP Advisors, Inc | 4,645 | $913.0K | 0.03% | −15−0.3% | Reduced |
| Cetera Advisor Networks LLC | 10,276 | $922.0K | 0.01% | +4,178+68.5% | Added |
| Vanderbilt University | 10,306 | $925.0K | 0.24% | +317+3.2% | Added |
| BCGM Wealth Management, LLC | 8,407 | $938.0K | 0.47% | +1,832+27.9% | Added |
| National Asset Management, Inc. | 10,608 | $953.0K | 0.03% | +1,120+11.8% | Added |
| Jeppson Wealth Management, LLC | 10,639 | $955.0K | 0.43% | +331+3.2% | Added |
| Bedel Financial Consulting, Inc. | 8,199 | $958.0K | 0.25% | +30.0% | Added |
| Canandaigua National Corp | 10,826 | $972.0K | 0.17% | 00.0% | Unchanged |
| Pendal Group Limited | 10,971 | $985.0K | 0.01% | +10,971 | New |
| Advisor Partners II, LLC | 11,117 | $998.0K | 0.08% | +11,117 | New |
| Gofen & Glossberg LLC | 11,145 | $1.00M | 0.03% | −503−4.3% | Reduced |
| Advisors Asset Management, Inc. | 11,162 | $1.00M | 0.02% | −3,244−22.5% | Reduced |
| Blueshift Asset Management, LLC | 11,264 | $1.01M | 0.22% | −14,301−55.9% | Reduced |
| Independent Financial Group, LLC | 11,280 | $1.01M | 0.09% | +7,673+212.7% | Added |
| Verition Fund Management LLC | 11,282 | $1.01M | 0.01% | −6,038−34.9% | Reduced |
| Stamos Capital Partners, L.P. | 11,290 | $1.01M | 0.26% | −1,970−14.9% | Reduced |
| Madison Wealth Management | 11,360 | $1.02M | 0.25% | +4,155+57.7% | Added |
| Howland Capital Management LLC | 11,384 | $1.02M | 0.07% | +2,588+29.4% | Added |
| SG Americas Securities, LLC | 11,390 | $1.02M | 0.02% | +2,593+29.5% | Added |
| Granger Management LLC | 11,453 | $1.03M | 0.32% | +451+4.1% | Added |
| Pacific Global Investment Management CO | 11,453 | $1.03M | 0.25% | +826+7.8% | Added |
| Vestmark Advisory Solutions, Inc. | 11,460 | $1.03M | 0.06% | +3,775+49.1% | Added |