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 |
|---|---|---|---|---|---|
| HighTower Trust Services, LTA | 6,627 | $595.0K | 0.07% | +205+3.2% | Added |
| TTP Investments, Inc. | 6,472 | $581.0K | 0.70% | +2,786+75.6% | Added |
| Boenning & Scattergood, Inc. | 6,465 | $580.0K | 0.12% | −150−2.3% | Reduced |
| Ascent Group, LLC | 5,312 | $579.0K | 0.07% | −3,577−40.2% | Reduced |
| Profund Advisors LLC | 6,441 | $578.0K | 0.04% | −874−11.9% | Reduced |
| Mystic Asset Management, Inc. | 6,397 | $574.0K | 0.37% | +895+16.3% | Added |
| Retirement Planning Co of New England, Inc. | 6,334 | $568.0K | 0.41% | +527+9.1% | Added |
| Guardian Capital Advisors LP | 6,050 | $567.0K | 0.07% | −5,170−46.1% | Reduced |
| Wedbush Securities Inc | 6,311 | $566.0K | 0.03% | +1,666+35.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,299 | $565.0K | 0.01% | 00.0% | Unchanged |
| Boston Partners | 6,211 | $557.0K | 0.00% | −11−0.2% | Reduced |
| Oak Grove Capital LLC | 6,190 | $556.0K | 0.19% | +1,000+19.3% | Added |
| Metis Global Partners, LLC | 6,150 | $552.0K | 0.09% | +585+10.5% | Added |
| Wellington Shields & Co., LLC | 6,120 | $549.0K | 0.24% | +100+1.7% | Added |
| Jupiter Asset Management Ltd | 6,077 | $546.0K | 0.01% | −13,306−68.6% | Reduced |
| Verdence Capital Advisors LLC | 6,035 | $542.0K | 0.07% | −451−7.0% | Reduced |
| 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 |
| Prudential PLC | 5,933 | $532.0K | 0.01% | +784+15.2% | Added |
| Gilman Hill Asset Management, LLC | 5,903 | $530.0K | 0.12% | +511+9.5% | Added |
| Monetary Management Group Inc | 5,875 | $527.0K | 0.17% | 00.0% | Unchanged |
| Abeille Asset Management SA | 5,851 | $525.0K | 0.02% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 5,837 | $524.0K | 0.00% | +5,837 | New |
| Cresset Asset Management, LLC | 5,762 | $518.0K | 0.01% | +303+5.6% | Added |
| Everence Capital Management Inc | 5,759 | $517.0K | 0.05% | 00.0% | Unchanged |
| Renasant Bank | 5,733 | $515.0K | 0.45% | −468−7.5% | Reduced |
| Morse Asset Management, Inc | 5,700 | $512.0K | 0.19% | +5,700 | New |
| Shell Asset Management Co | 5,635 | $506.0K | 0.02% | −746−11.7% | Reduced |
| Engineers Gate Manager LP | 5,539 | $497.0K | 0.03% | −28,915−83.9% | Reduced |
| Hollencrest Capital Management | 5,527 | $496.0K | 0.06% | +11+0.2% | Added |
| Moors & Cabot, Inc. | 5,510 | $494.0K | 0.04% | +310+6.0% | Added |
| Clear Harbor Asset Management, LLC | 5,478 | $492.0K | 0.07% | +5,478 | New |
| American Portfolios Advisors | 5,469 | $490.9K | 0.02% | −139−2.5% | Reduced |
| Carmel Capital Partners, LLC | 5,441 | $488.0K | 0.47% | +2,162+65.9% | Added |
| 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 |
| Perpetual Investment Management Ltd | 5,400 | $485.0K | 0.07% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 5,322 | $477.0K | 0.01% | +400+8.1% | Added |
| Clear Street Markets LLC | 5,300 | $476.0K | 0.09% | −7,287−57.9% | Reduced |
| 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 |
| 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 |
| Moody National Bank Trust Division | 5,091 | $457.0K | 0.05% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 5,056 | $454.0K | 0.26% | +2,192+76.5% | 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 |
| Hutchens & Kramer Investment Management Group, LLC | 4,954 | $451.0K | 0.37% | +204+4.3% | Added |
| American Assets Inc | 5,000 | $449.0K | 0.17% | 00.0% | Unchanged |
| CSS LLC | 5,000 | $449.0K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,950 | $444.0K | 0.02% | +276+5.9% | Added |
| Personal Cfo Solutions, LLC | 4,925 | $442.0K | 0.11% | +418+9.3% | Added |
| 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 |
| Highline Wealth Partners LLC | 4,841 | $434.5K | 0.35% | +4,841 | New |
| Cerity Partners LLC | 4,839 | $434.0K | 0.01% | −54−1.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,815 | $432.0K | 0.00% | −2,259−31.9% | Reduced |
| Affinity Investment Advisors, LLC | 4,768 | $428.0K | 0.22% | 00.0% | Unchanged |
| 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 |
| 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 |
| MSH Capital Advisors LLC | 4,635 | $416.0K | 0.20% | +12+0.3% | Added |
| Trust Co of Vermont | 4,584 | $411.0K | 0.03% | −272−5.6% | Reduced |
| Stephens Inc | 4,564 | $410.0K | 0.01% | −1,153−20.2% | Reduced |
| Teamwork Financial Advisors, LLC | 4,553 | $409.0K | 0.09% | +392+9.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,530 | $407.0K | 0.02% | −2,542−35.9% | Reduced |
| Veriti Management LLC | 4,511 | $405.0K | 0.06% | −491−9.8% | 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 |
| Cerro Pacific Wealth Advisors LLC | 4,440 | $398.0K | 0.24% | −418−8.6% | Reduced |
| DRW Securities, L.L.C. | 4,410 | $396.0K | 0.12% | +4,410 | New |
| BBR Partners, LLC | 4,400 | $395.0K | 0.05% | +4,400 | New |
| Element Wealth, LLC | 4,372 | $392.0K | 0.36% | +50+1.2% | Added |
| Brinker Capital Investments, LLC | 4,355 | $391.0K | 0.01% | +114+2.7% | Added |
| CWM, LLC | 4,307 | $387.0K | 0.00% | +1,656+62.5% | Added |
| Hodges Capital Management Inc. | 4,294 | $385.0K | 0.06% | +1,346+45.7% | 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 |
| Johnson Investment Counsel Inc | 4,246 | $381.0K | 0.01% | +288+7.3% | Added |
| CWM Advisors, LLC | 4,238 | $380.0K | 0.05% | +170+4.2% | Added |
| Equitable Holdings, Inc. | 4,159 | $373.0K | 0.01% | +1,287+44.8% | Added |
| Ritholtz Wealth Management | 4,150 | $372.0K | 0.02% | +565+15.8% | Added |
| Sound View Wealth Advisors Group, LLC | 4,106 | $369.0K | 0.08% | +83+2.1% | Added |
| Ameritas Investment Partners, Inc. | 4,109 | $368.0K | 0.02% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 4,100 | $368.0K | 0.11% | +4,100 | New |
| 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 |
| Assetmark, Inc | 4,073 | $366.0K | 0.00% | −531,257−99.2% | Reduced |
| Cetera Advisors LLC | 4,033 | $362.0K | 0.01% | +428+11.9% | Added |
| Cigna Investments Inc | 4,021 | $361.0K | 0.08% | −221−5.2% | Reduced |
| Boston Family Office LLC | 4,000 | $360.0K | 0.03% | +1,308+48.6% | Added |
| 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 |
| Alpha Paradigm Partners, LLC | 3,942 | $354.0K | 0.15% | +3,942 | New |