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 |
|---|---|---|---|---|---|
| Investors Research Corp | 11,582 | $1.04M | 0.32% | +1,475+14.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,731 | $1.05M | 0.10% | +513+4.6% | Added |
| New England Research & Management, Inc. | 11,745 | $1.05M | 0.66% | +195+1.7% | Added |
| AIA Group Ltd | 11,864 | $1.06M | 0.07% | +8,205+224.2% | Added |
| Meitav Dash Investments Ltd | 11,688 | $1.07M | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 11,914 | $1.07M | 0.47% | +1,696+16.6% | Added |
| Radnor Capital Management, LLC | 11,918 | $1.07M | 0.31% | +715+6.4% | Added |
| Titleist Asset Management, Ltd. | 12,031 | $1.08M | 0.26% | −273−2.2% | Reduced |
| United Services Automobile Association | 12,031 | $1.08M | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 12,158 | $1.09M | 0.03% | −965−7.4% | Reduced |
| Quantinno Capital Management LP | 12,188 | $1.09M | 0.14% | +8,103+198.4% | Added |
| Veritable, L.P. | 12,235 | $1.10M | 0.02% | +1,228+11.2% | Added |
| Chilton Capital Management LLC | 12,596 | $1.13M | 0.08% | +3,971+46.0% | Added |
| Tower Research Capital LLC (TRC) | 12,644 | $1.14M | 0.02% | −10,267−44.8% | Reduced |
| Park Avenue Securities LLC | 12,652 | $1.14M | 0.02% | −1,081−7.9% | Reduced |
| Bokf, NA | 12,697 | $1.14M | 0.02% | +1,658+15.0% | Added |
| Mainstay Capital Management LLC | 13,065 | $1.17M | 0.29% | +2,440+23.0% | Added |
| Eagle Asset Management Inc | 13,280 | $1.19M | 0.01% | −124−0.9% | Reduced |
| Brookstone Capital Management | 12,833 | $1.20M | 0.03% | +449+3.6% | Added |
| Hudson Valley Investment Advisors Inc | 13,478 | $1.21M | 0.19% | +872+6.9% | Added |
| Snowden Capital Advisors LLC | 13,541 | $1.22M | 0.05% | +11+0.1% | Added |
| KG&L Capital Management,LLC | 13,723 | $1.23M | 0.70% | +1,470+12.0% | Added |
| Advisory Services Network, LLC | 13,840 | $1.24M | 0.04% | −6,915−33.3% | Reduced |
| Flagship Harbor Advisors, LLC | 13,898 | $1.25M | 0.14% | +79+0.6% | Added |
| Williams Jones Wealth Management, LLC. | 13,929 | $1.25M | 0.02% | −1,206−8.0% | Reduced |
| Joho Capital LLC | 13,970 | $1.25M | 0.35% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 14,690 | $1.32M | 0.17% | −1,449−9.0% | Reduced |
| Ieq Capital, LLC | 14,711 | $1.32M | 0.04% | +7,150+94.6% | Added |
| Tredje AP-fonden | 14,742 | $1.32M | 0.03% | −14,976−50.4% | Reduced |
| Squarepoint Ops LLC | 14,980 | $1.34M | 0.01% | −89,217−85.6% | Reduced |
| E. Ohman J:or Asset Management AB | 15,100 | $1.36M | 0.06% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 12,443 | $1.36M | 1.17% | +2,060+19.8% | Added |
| Lincoln National Corp | 15,341 | $1.38M | 0.03% | +1,556+11.3% | Added |
| Commerce Bank | 15,557 | $1.40M | 0.01% | +187+1.2% | Added |
| MUFG Americas Holdings Corp | 15,562 | $1.40M | 0.03% | +3,777+32.0% | Added |
| Cunning Capital Partners, LP | 15,565 | $1.40M | 1.11% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 14,863 | $1.41M | 1.27% | +583+4.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 15,754 | $1.41M | 0.07% | +144+0.9% | Added |
| Achmea Investment Management B.V. | 15,840 | $1.42M | 0.05% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 15,977 | $1.43M | 0.41% | +1,865+13.2% | Added |
| Parallax Volatility Advisers, L.P. | 16,075 | $1.44M | 0.03% | +8,899+124.0% | Added |
| Alpine Woods Capital Investors, LLC | 16,091 | $1.44M | 0.20% | −886−5.2% | Reduced |
| Carret Asset Management, LLC | 16,103 | $1.45M | 0.22% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 16,167 | $1.45M | 0.04% | −5,763−26.3% | Reduced |
| New Mexico Educational Retirement Board | 16,795 | $1.51M | 0.08% | −1,400−7.7% | Reduced |
| Ethic Inc. | 16,917 | $1.52M | 0.10% | −1,895−10.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 17,016 | $1.53M | 0.04% | −4,053−19.2% | Reduced |
| APG Asset Management N.V. | 16,725 | $1.53M | 0.00% | −186,328−91.8% | Reduced |
| D.A. Davidson & Co. | 17,184 | $1.54M | 0.02% | +4,807+38.8% | Added |
| Bank of Nova Scotia | 17,655 | $1.58M | 0.01% | −2,423−12.1% | Reduced |
| Bamco Inc | 17,674 | $1.59M | 0.01% | +17,674 | New |
| Phocas Financial Corp. | 17,712 | $1.59M | 0.25% | +652+3.8% | Added |
| Wellington Shields Capital Management, LLC | 17,925 | $1.61M | 0.38% | +970+5.7% | Added |
| Ami Investment Management Inc | 18,125 | $1.63M | 0.95% | −378−2.0% | Reduced |
| Financial Management Network Inc | 17,139 | $1.64M | 0.81% | +1,660+10.7% | Added |
| Lido Advisors, LLC | 18,379 | $1.65M | 0.03% | +662+3.7% | Added |
| Integrated Advisors Network LLC | 19,175 | $1.72M | 0.12% | +8,353+77.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 19,182 | $1.72M | 0.21% | +616+3.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 19,199 | $1.72M | 0.04% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 19,420 | $1.74M | 0.02% | +4,179+27.4% | Added |
| Adell Harriman & Carpenter Inc | 19,695 | $1.77M | 0.22% | +1,050+5.6% | Added |
| GAM Holding AG | 20,005 | $1.79M | 0.14% | +30.0% | Added |
| Fred Alger Management, LLC | 20,138 | $1.81M | 0.01% | +1,928+10.6% | Added |
| Fortem Financial Group, LLC | 20,380 | $1.83M | 1.27% | −929−4.4% | Reduced |
| Quantitative Investment Management, LLC | 20,438 | $1.83M | 0.30% | −14,380−41.3% | Reduced |
| AE Wealth Management LLC | 20,429 | $1.83M | 0.01% | −704−3.3% | Reduced |
| JustInvest LLC | 20,609 | $1.85M | 0.08% | +1,960+10.5% | Added |
| Louisiana State Employees Retirement System | 20,900 | $1.88M | 0.05% | +100+0.5% | Added |
| Truvestments Capital LLC | 20,914 | $1.88M | 1.18% | +286+1.4% | Added |
| Private Advisor Group, LLC | 21,261 | $1.91M | 0.02% | −3,493−14.1% | Reduced |
| Lake Street Advisors Group, LLC | 21,452 | $1.93M | 0.14% | +1,327+6.6% | Added |
| Yarbrough Capital, LLC | 21,500 | $1.93M | 0.15% | 00.0% | Unchanged |
| Bremer Bank National Association | 21,550 | $1.93M | 0.43% | −1,821−7.8% | Reduced |
| Wright Investors Service Inc | 21,680 | $1.95M | 0.61% | +4,969+29.7% | Added |
| Waters Parkerson & Co., LLC | 22,055 | $1.98M | 0.13% | +2,575+13.2% | Added |
| Beacon Pointe Advisors, LLC | 22,483 | $2.02M | 0.05% | +6,775+43.1% | Added |
| Pensionfund Sabic | 22,806 | $2.05M | 0.72% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 22,883 | $2.05M | 0.01% | +18,135+382.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 23,007 | $2.06M | 0.04% | +5,362+30.4% | Added |
| Paloma Partners Management Co | 23,447 | $2.10M | 0.41% | +2,211+10.4% | Added |
| Caisse de Depot Et Placement du Quebec | 23,600 | $2.12M | 0.01% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 23,628 | $2.12M | 1.79% | +9,455+66.7% | Added |
| Crossmark Global Holdings, Inc. | 23,730 | $2.13M | 0.06% | −19,337−44.9% | Reduced |
| SAM Advisors, LLC | 23,944 | $2.15M | 1.05% | +3,382+16.4% | Added |
| Mitchell Capital Management Co | 24,321 | $2.18M | 0.62% | +24,321 | New |
| American Century Companies Inc | 24,489 | $2.20M | 0.00% | +2,387+10.8% | Added |
| Leonteq Securities AG | 24,567 | $2.20M | 0.11% | +2,873+13.2% | Added |
| Wellington Management Group LLP | 24,609 | $2.21M | 0.00% | −202,491−89.2% | Reduced |
| Elo Mutual Pension Insurance Co | 24,682 | $2.21M | 0.08% | −1,218−4.7% | Reduced |
| Intact Investment Management Inc. | 24,900 | $2.23M | 0.07% | +5,700+29.7% | Added |
| Foster & Motley Inc | 24,944 | $2.24M | 0.21% | −8,245−24.8% | Reduced |
| Great Valley Advisor Group, Inc. | 24,958 | $2.24M | 0.13% | +4,190+20.2% | Added |
| Lockheed Martin Investment Management Co | 24,979 | $2.24M | 0.18% | −9,100−26.7% | Reduced |
| Hightower 6M Holding, LLC | 25,033 | $2.25M | 0.20% | +25,033 | New |
| Grassi Investment Management | 25,189 | $2.26M | 0.33% | +1,004+4.2% | Added |
| Worldquant Millennium Advisors LLC | 25,265 | $2.27M | 0.06% | −102,207−80.2% | Reduced |
| Kentucky Retirement Systems | 25,624 | $2.30M | 0.10% | +1,255+5.1% | Added |
| Fifth Third Bancorp | 25,821 | $2.32M | 0.01% | −2,210−7.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 25,918 | $2.33M | 0.02% | +3,763+17.0% | Added |
| Cullinan Associates Inc | 26,115 | $2.34M | 0.15% | −7,400−22.1% | Reduced |