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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 12,833 | $1.20M | 0.03% | +449+3.6% | Added |
| Eagle Asset Management Inc | 13,280 | $1.19M | 0.01% | −124−0.9% | Reduced |
| Mainstay Capital Management LLC | 13,065 | $1.17M | 0.29% | +2,440+23.0% | Added |
| Bokf, NA | 12,697 | $1.14M | 0.02% | +1,658+15.0% | Added |
| Park Avenue Securities LLC | 12,652 | $1.14M | 0.02% | −1,081−7.9% | Reduced |
| Tower Research Capital LLC (TRC) | 12,644 | $1.14M | 0.02% | −10,267−44.8% | Reduced |
| Chilton Capital Management LLC | 12,596 | $1.13M | 0.08% | +3,971+46.0% | Added |
| Veritable, L.P. | 12,235 | $1.10M | 0.02% | +1,228+11.2% | Added |
| Quantinno Capital Management LP | 12,188 | $1.09M | 0.14% | +8,103+198.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,158 | $1.09M | 0.03% | −965−7.4% | Reduced |
| 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 |
| Radnor Capital Management, LLC | 11,918 | $1.07M | 0.31% | +715+6.4% | Added |
| Legacy Wealth Asset Management, LLC | 11,914 | $1.07M | 0.47% | +1,696+16.6% | Added |
| Meitav Dash Investments Ltd | 11,688 | $1.07M | 0.02% | 00.0% | Unchanged |
| AIA Group Ltd | 11,864 | $1.06M | 0.07% | +8,205+224.2% | Added |
| New England Research & Management, Inc. | 11,745 | $1.05M | 0.66% | +195+1.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,731 | $1.05M | 0.10% | +513+4.6% | Added |
| Investors Research Corp | 11,582 | $1.04M | 0.32% | +1,475+14.6% | 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 |
| 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 |
| Madison Wealth Management | 11,360 | $1.02M | 0.25% | +4,155+57.7% | 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 |
| Independent Financial Group, LLC | 11,280 | $1.01M | 0.09% | +7,673+212.7% | Added |
| Blueshift Asset Management, LLC | 11,264 | $1.01M | 0.22% | −14,301−55.9% | Reduced |
| Advisors Asset Management, Inc. | 11,162 | $1.00M | 0.02% | −3,244−22.5% | Reduced |
| Gofen & Glossberg LLC | 11,145 | $1.00M | 0.03% | −503−4.3% | Reduced |
| Advisor Partners II, LLC | 11,117 | $998.0K | 0.08% | +11,117 | New |
| Pendal Group Limited | 10,971 | $985.0K | 0.01% | +10,971 | New |
| Canandaigua National Corp | 10,826 | $972.0K | 0.17% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 8,199 | $958.0K | 0.25% | +30.0% | Added |
| Jeppson Wealth Management, LLC | 10,639 | $955.0K | 0.43% | +331+3.2% | Added |
| National Asset Management, Inc. | 10,608 | $953.0K | 0.03% | +1,120+11.8% | Added |
| BCGM Wealth Management, LLC | 8,407 | $938.0K | 0.47% | +1,832+27.9% | Added |
| Vanderbilt University | 10,306 | $925.0K | 0.24% | +317+3.2% | Added |
| Cetera Advisor Networks LLC | 10,276 | $922.0K | 0.01% | +4,178+68.5% | Added |
| IFP Advisors, Inc | 4,645 | $913.0K | 0.03% | −15−0.3% | Reduced |
| MBL Wealth, LLC | 9,998 | $897.0K | 0.19% | +9,998 | New |
| TD Waterhouse Canada Inc. | 9,836 | $895.1K | 0.01% | −248−2.5% | Reduced |
| Cetera Investment Advisers | 9,933 | $891.0K | 0.02% | −5,808−36.9% | Reduced |
| KMG Fiduciary Partners, LLC | 9,595 | $861.0K | 0.17% | −131−1.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,541 | $856.0K | 0.01% | +9,541 | New |
| Mark Asset Management LP | 9,514 | $854.0K | 0.21% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 9,427 | $846.0K | 0.05% | +2,583+37.7% | Added |
| Naviter Wealth, LLC | 9,303 | $835.0K | 0.34% | +2,754+42.1% | Added |
| Banque Cantonale Vaudoise | 9,209 | $826.0K | 0.05% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 9,181 | $824.0K | 0.04% | +3,715+68.0% | Added |
| Invst, LLC | 8,889 | $822.0K | 0.14% | +1,749+24.5% | Added |
| Capital Management Associates | 9,000 | $808.0K | 1.18% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 8,912 | $800.0K | 0.29% | −5,578−38.5% | Reduced |
| Kinneret Advisory, LLC | 8,857 | $795.0K | 0.11% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 8,769 | $787.0K | 0.01% | +1,894+27.5% | Added |
| Constitution Capital LLC | 8,736 | $784.0K | 0.52% | −2,250−20.5% | Reduced |
| Valeo Financial Advisors, LLC | 8,623 | $774.0K | 0.05% | −27,154−75.9% | Reduced |
| Cubist Systematic Strategies, LLC | 8,575 | $770.0K | 0.01% | −88,932−91.2% | Reduced |
| Solidarilty Wealth, LLC | 6,554 | $766.0K | 0.44% | +169+2.6% | Added |
| TBH Global Asset Management, LLC | 8,473 | $760.0K | 0.19% | +354+4.4% | Added |
| Seeyond | 8,444 | $757.0K | 0.09% | −458−5.1% | Reduced |
| Eqis Capital Management, Inc. | 8,379 | $752.1K | 0.09% | +295+3.6% | Added |
| Commerzbank Aktiengesellschaft | 8,362 | $751.0K | 0.06% | +8,362 | New |
| Belpointe Asset Management LLC | 8,354 | $749.0K | 0.05% | +3,003+56.1% | Added |
| Cullen Capital Management LLC | 8,232 | $739.0K | 0.01% | +932+12.8% | Added |
| Pathstone Family Office, LLC | 8,178 | $736.0K | 0.01% | −1,815−18.2% | Reduced |
| F3Logic, LLC | 8,080 | $733.0K | 0.15% | −141−1.7% | Reduced |
| Goelzer Investment Management, Inc. | 8,056 | $723.0K | 0.07% | +2,610+47.9% | Added |
| Fiduciary Trust Co | 8,014 | $719.0K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 7,837 | $703.0K | 0.01% | +1,053+15.5% | Added |
| Integrated Wealth Concepts LLC | 7,776 | $698.0K | 0.02% | +1,016+15.0% | Added |
| Simmons Bank | 7,551 | $678.0K | 0.06% | −514−6.4% | Reduced |
| Rothschild Investment Corp | 7,523 | $675.0K | 0.07% | +75+1.0% | Added |
| Illinois Municipal Retirement Fund | 7,454 | $669.0K | 0.02% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 7,441 | $668.0K | 0.11% | +1,228+19.8% | Added |
| Corient Capital Partners, LLC | 6,970 | $662.0K | 0.05% | +862+14.1% | Added |
| MidWestOne Financial Group, Inc. | 7,323 | $657.0K | 0.17% | +2,076+39.6% | Added |
| Compton Capital Management Inc | 7,250 | $651.0K | 0.44% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 7,202 | $646.0K | 0.69% | +7,202 | New |
| Pacer Advisors, Inc. | 7,132 | $640.0K | 0.00% | +6,610+1,266.3% | Added |
| GWM Advisors LLC | 7,114 | $638.0K | 0.01% | −4,550−39.0% | Reduced |
| Harbor Investment Advisory, LLC | 7,099 | $637.0K | 0.10% | −1,043−12.8% | Reduced |
| Toroso Investments, LLC | 7,080 | $635.0K | 0.03% | +213+3.1% | Added |
| PEAK6 Investments LLC | 7,047 | $632.0K | 0.02% | −17,728−71.6% | Reduced |
| Wetherby Asset Management Inc | 7,027 | $631.0K | 0.04% | +1,271+22.1% | Added |
| 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 |
| TrimTabs Asset Management, LLC | 6,939 | $622.0K | 0.43% | −500−6.7% | Reduced |
| TrueWealth Advisors, LLC | 6,920 | $621.0K | 0.29% | +350+5.3% | Added |
| Miracle Mile Advisors, LLC | 6,897 | $619.0K | 0.03% | −335−4.6% | Reduced |
| Infrastructure Capital Advisors, LLC | 6,862 | $616.0K | 0.13% | +3,861+128.7% | Added |
| Diversified Trust Co | 6,812 | $611.0K | 0.03% | +720+11.8% | Added |
| 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 |
| Connective Portfolio Management, LLC | 6,770 | $608.0K | 1.96% | −6,770−50.0% | Reduced |
| Accuvest Global Advisors | 6,707 | $602.0K | 0.41% | +469+7.5% | Added |
| Element Capital Management LLC | 6,671 | $599.0K | 0.29% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 6,634 | $595.0K | 0.03% | −292−4.2% | Reduced |