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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 29,671 | $2.66M | 0.02% | +29,671 | New |
| Metropolitan Life Insurance Co | 29,255 | $2.63M | 0.12% | −4,660−13.7% | Reduced |
| Summit Global Investments | 29,159 | $2.62M | 0.24% | −121−0.4% | Reduced |
| Vestcor Inc | 29,093 | $2.61M | 0.10% | −20,334−41.1% | Reduced |
| Boothbay Fund Management, LLC | 29,060 | $2.61M | 0.09% | +9,604+49.4% | Added |
| Miller Value Partners, LLC | 29,000 | $2.60M | 0.16% | 00.0% | Unchanged |
| Fiduciary Group LLC | 21,487 | $2.58M | 0.33% | +12,674+143.8% | Added |
| Condor Capital Management | 28,720 | $2.58M | 0.34% | +1,067+3.9% | Added |
| Whittier Trust Co of Nevada Inc | 28,697 | $2.58M | 0.11% | +2,074+7.8% | Added |
| Oppenheimer Asset Management Inc. | 28,644 | $2.57M | 0.05% | +3,155+12.4% | Added |
| Atria Wealth Solutions, Inc. | 28,562 | $2.56M | 0.04% | +19,888+229.3% | Added |
| Acadian Asset Management LLC | 28,504 | $2.55M | 0.01% | +7,061+32.9% | Added |
| Ontario Teachers Pension Plan Board | 28,104 | $2.52M | 0.04% | +14,071+100.3% | Added |
| Steward Partners Investment Advisory, LLC | 27,538 | $2.47M | 0.05% | +4,062+17.3% | Added |
| Securian Asset Management, Inc | 27,211 | $2.44M | 0.07% | −270,218−90.9% | Reduced |
| Versor Investments LP | 27,205 | $2.44M | 0.15% | +15,686+136.2% | Added |
| Redmond Asset Management, LLC | 27,088 | $2.43M | 0.90% | +1,455+5.7% | Added |
| Paradigm Asset Management Co LLC | 27,045 | $2.43M | 0.81% | −200−0.7% | Reduced |
| Concentric Wealth Management, LLC | 26,786 | $2.40M | 0.89% | +852+3.3% | Added |
| Cullinan Associates Inc | 26,115 | $2.34M | 0.15% | −7,400−22.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 25,918 | $2.33M | 0.02% | +3,763+17.0% | Added |
| Fifth Third Bancorp | 25,821 | $2.32M | 0.01% | −2,210−7.9% | Reduced |
| Kentucky Retirement Systems | 25,624 | $2.30M | 0.10% | +1,255+5.1% | Added |
| Worldquant Millennium Advisors LLC | 25,265 | $2.27M | 0.06% | −102,207−80.2% | Reduced |
| Grassi Investment Management | 25,189 | $2.26M | 0.33% | +1,004+4.2% | Added |
| Hightower 6M Holding, LLC | 25,033 | $2.25M | 0.20% | +25,033 | New |
| Lockheed Martin Investment Management Co | 24,979 | $2.24M | 0.18% | −9,100−26.7% | Reduced |
| Great Valley Advisor Group, Inc. | 24,958 | $2.24M | 0.13% | +4,190+20.2% | Added |
| Foster & Motley Inc | 24,944 | $2.24M | 0.21% | −8,245−24.8% | Reduced |
| Intact Investment Management Inc. | 24,900 | $2.23M | 0.07% | +5,700+29.7% | Added |
| Elo Mutual Pension Insurance Co | 24,682 | $2.21M | 0.08% | −1,218−4.7% | Reduced |
| Wellington Management Group LLP | 24,609 | $2.21M | 0.00% | −202,491−89.2% | Reduced |
| Leonteq Securities AG | 24,567 | $2.20M | 0.11% | +2,873+13.2% | Added |
| American Century Companies Inc | 24,489 | $2.20M | 0.00% | +2,387+10.8% | Added |
| Mitchell Capital Management Co | 24,321 | $2.18M | 0.62% | +24,321 | New |
| SAM Advisors, LLC | 23,944 | $2.15M | 1.05% | +3,382+16.4% | Added |
| Crossmark Global Holdings, Inc. | 23,730 | $2.13M | 0.06% | −19,337−44.9% | Reduced |
| New Potomac Partners, LLC | 23,628 | $2.12M | 1.79% | +9,455+66.7% | Added |
| Caisse de Depot Et Placement du Quebec | 23,600 | $2.12M | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 23,447 | $2.10M | 0.41% | +2,211+10.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 23,007 | $2.06M | 0.04% | +5,362+30.4% | Added |
| Glenmede Trust Co NA | 22,883 | $2.05M | 0.01% | +18,135+382.0% | Added |
| Pensionfund Sabic | 22,806 | $2.05M | 0.72% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 22,483 | $2.02M | 0.05% | +6,775+43.1% | Added |
| Waters Parkerson & Co., LLC | 22,055 | $1.98M | 0.13% | +2,575+13.2% | Added |
| Wright Investors Service Inc | 21,680 | $1.95M | 0.61% | +4,969+29.7% | Added |
| Bremer Bank National Association | 21,550 | $1.93M | 0.43% | −1,821−7.8% | Reduced |
| Yarbrough Capital, LLC | 21,500 | $1.93M | 0.15% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 21,452 | $1.93M | 0.14% | +1,327+6.6% | Added |
| Private Advisor Group, LLC | 21,261 | $1.91M | 0.02% | −3,493−14.1% | Reduced |
| Truvestments Capital LLC | 20,914 | $1.88M | 1.18% | +286+1.4% | Added |
| Louisiana State Employees Retirement System | 20,900 | $1.88M | 0.05% | +100+0.5% | Added |
| JustInvest LLC | 20,609 | $1.85M | 0.08% | +1,960+10.5% | Added |
| 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 |
| Fortem Financial Group, LLC | 20,380 | $1.83M | 1.27% | −929−4.4% | Reduced |
| Fred Alger Management, LLC | 20,138 | $1.81M | 0.01% | +1,928+10.6% | Added |
| GAM Holding AG | 20,005 | $1.79M | 0.14% | +30.0% | Added |
| Adell Harriman & Carpenter Inc | 19,695 | $1.77M | 0.22% | +1,050+5.6% | Added |
| Rafferty Asset Management, LLC | 19,420 | $1.74M | 0.02% | +4,179+27.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 19,199 | $1.72M | 0.04% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 19,182 | $1.72M | 0.21% | +616+3.3% | Added |
| Integrated Advisors Network LLC | 19,175 | $1.72M | 0.12% | +8,353+77.2% | Added |
| Lido Advisors, LLC | 18,379 | $1.65M | 0.03% | +662+3.7% | Added |
| Financial Management Network Inc | 17,139 | $1.64M | 0.81% | +1,660+10.7% | Added |
| Ami Investment Management Inc | 18,125 | $1.63M | 0.95% | −378−2.0% | Reduced |
| Wellington Shields Capital Management, LLC | 17,925 | $1.61M | 0.38% | +970+5.7% | Added |
| Phocas Financial Corp. | 17,712 | $1.59M | 0.25% | +652+3.8% | Added |
| Bamco Inc | 17,674 | $1.59M | 0.01% | +17,674 | New |
| Bank of Nova Scotia | 17,655 | $1.58M | 0.01% | −2,423−12.1% | Reduced |
| D.A. Davidson & Co. | 17,184 | $1.54M | 0.02% | +4,807+38.8% | Added |
| APG Asset Management N.V. | 16,725 | $1.53M | 0.00% | −186,328−91.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 17,016 | $1.53M | 0.04% | −4,053−19.2% | Reduced |
| Ethic Inc. | 16,917 | $1.52M | 0.10% | −1,895−10.1% | Reduced |
| New Mexico Educational Retirement Board | 16,795 | $1.51M | 0.08% | −1,400−7.7% | Reduced |
| Gotham Asset Management, LLC | 16,167 | $1.45M | 0.04% | −5,763−26.3% | Reduced |
| Carret Asset Management, LLC | 16,103 | $1.45M | 0.22% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 16,091 | $1.44M | 0.20% | −886−5.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 16,075 | $1.44M | 0.03% | +8,899+124.0% | Added |
| Peak Asset Management, LLC | 15,977 | $1.43M | 0.41% | +1,865+13.2% | Added |
| Achmea Investment Management B.V. | 15,840 | $1.42M | 0.05% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 15,754 | $1.41M | 0.07% | +144+0.9% | Added |
| Arbor Capital Management Inc | 14,863 | $1.41M | 1.27% | +583+4.1% | Added |
| Cunning Capital Partners, LP | 15,565 | $1.40M | 1.11% | 00.0% | Unchanged |
| 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 |
| Lincoln National Corp | 15,341 | $1.38M | 0.03% | +1,556+11.3% | Added |
| Cascade Investment Advisors, Inc. | 12,443 | $1.36M | 1.17% | +2,060+19.8% | Added |
| E. Ohman J:or Asset Management AB | 15,100 | $1.36M | 0.06% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 14,980 | $1.34M | 0.01% | −89,217−85.6% | Reduced |
| Tredje AP-fonden | 14,742 | $1.32M | 0.03% | −14,976−50.4% | Reduced |
| Ieq Capital, LLC | 14,711 | $1.32M | 0.04% | +7,150+94.6% | Added |
| Jaffetilchin Investment Partners, LLC | 14,690 | $1.32M | 0.17% | −1,449−9.0% | Reduced |
| Joho Capital LLC | 13,970 | $1.25M | 0.35% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 13,929 | $1.25M | 0.02% | −1,206−8.0% | Reduced |
| Flagship Harbor Advisors, LLC | 13,898 | $1.25M | 0.14% | +79+0.6% | Added |
| Advisory Services Network, LLC | 13,840 | $1.24M | 0.04% | −6,915−33.3% | Reduced |
| KG&L Capital Management,LLC | 13,723 | $1.23M | 0.70% | +1,470+12.0% | Added |
| Snowden Capital Advisors LLC | 13,541 | $1.22M | 0.05% | +11+0.1% | Added |
| Hudson Valley Investment Advisors Inc | 13,478 | $1.21M | 0.19% | +872+6.9% | Added |