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 |
|---|---|---|---|---|---|
| Augustine Asset Management Inc | 3,937 | $353.0K | 0.23% | −29−0.7% | Reduced |
| Stratos Wealth Partners, LTD. | 3,917 | $352.0K | 0.01% | −727−15.7% | Reduced |
| Ninety One SA (PTY) Ltd | 3,893 | $350.0K | 0.14% | +322+9.0% | Added |
| Beaumont Asset Management, L.L.C. | 3,909 | $350.0K | 0.28% | +3,909 | New |
| Capital Investment Advisors, LLC | 3,883 | $349.0K | 0.01% | +670+20.9% | Added |
| Heartland Bank & Trust Co | 3,847 | $345.0K | 0.33% | +53+1.4% | Added |
| Scotia Capital Inc. | 3,835 | $344.0K | 0.00% | −73−1.9% | Reduced |
| Kingsview Wealth Management, LLC | 3,804 | $341.0K | 0.02% | +356+10.3% | Added |
| First Hawaiian Bank | 3,767 | $339.0K | 0.01% | −1,089−22.4% | Reduced |
| Sage Investment Advisers LLC | 3,739 | $336.0K | 0.53% | +211+6.0% | Added |
| RS Crum Inc. | 3,709 | $333.0K | 0.17% | 00.0% | Unchanged |
| Brown Advisory Inc | 3,711 | $333.0K | 0.00% | +671+22.1% | Added |
| Compagnie Lombard Odier SCmA | 3,694 | $332.0K | 0.01% | +300+8.8% | Added |
| We Are One Seven, LLC | 3,681 | $330.0K | 0.03% | +759+26.0% | Added |
| Brown, Lisle/Cummings, Inc. | 3,660 | $328.5K | 0.19% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 3,652 | $328.0K | 0.02% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,650 | $328.0K | 0.03% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 3,625 | $325.0K | 0.26% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 3,600 | $323.0K | 0.10% | 00.0% | Unchanged |
| Wintrust Investments LLC | 3,563 | $320.0K | 0.04% | −580−14.0% | Reduced |
| Tiaa, FSB | 3,548 | $318.0K | 0.00% | −4,943−58.2% | Reduced |
| Pitcairn Co | 3,522 | $316.0K | 0.04% | −526−13.0% | Reduced |
| Sigma Planning Corp | 3,514 | $315.0K | 0.01% | −1,415−28.7% | Reduced |
| Laurel Wealth Advisors, Inc. | 3,514 | $315.0K | 0.03% | +247+7.6% | Added |
| FDx Advisors, Inc. | 3,472 | $312.0K | 0.01% | −1,612−31.7% | Reduced |
| Bessemer Securities LLC | 3,479 | $312.0K | 0.11% | 00.0% | Unchanged |
| American Investment Services, Inc. | 3,405 | $306.0K | 0.07% | −319−8.6% | Reduced |
| Longfellow Investment Management Co LLC | 3,404 | $306.0K | 0.06% | 00.0% | Unchanged |
| 55I, LLC | 3,407 | $306.0K | 0.01% | +3,407 | New |
| Joel Isaacson & Co., LLC | 3,396 | $305.0K | 0.03% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 3,400 | $305.0K | 0.20% | +3,400 | New |
| Bradley Foster & Sargent Inc | 3,388 | $304.0K | 0.01% | −620−15.5% | Reduced |
| Regions Financial Corp | 3,392 | $304.0K | 0.00% | +204+6.4% | Added |
| Harvest Fund Management Co., Ltd | 3,373 | $303.0K | 0.09% | −1,722−33.8% | Reduced |
| Options Solutions, LLC | 3,332 | $299.0K | 0.46% | −1,118−25.1% | Reduced |
| Abbrea Capital, LLC | 3,313 | $297.0K | 0.06% | −2,326−41.2% | Reduced |
| Davenport & Co LLC | 3,312 | $297.0K | 0.00% | +3,312 | New |
| Avantax Advisory Services, Inc. | 3,293 | $296.0K | 0.00% | −1,061−24.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $296.0K | 0.13% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,274 | $294.0K | 0.01% | +485+17.4% | Added |
| Asset Management Resources, LLC | 3,279 | $294.0K | 0.29% | +662+25.3% | Added |
| MAI Capital Management | 3,244 | $291.0K | 0.01% | −537−14.2% | Reduced |
| TD Private Client Wealth LLC | 3,238 | $290.6K | 0.01% | +662+25.7% | Added |
| Reuter James Wealth Management, LLC | 3,225 | $289.0K | 0.20% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 3,225 | $289.0K | 0.13% | +415+14.8% | Added |
| Siemens Fonds Invest GmbH | 3,205 | $288.0K | 0.03% | −214−6.3% | Reduced |
| First National Bank Sioux Falls | 3,205 | $287.0K | 0.30% | +440+15.9% | Added |
| Sunbelt Securities, Inc. | 3,180 | $285.0K | 0.06% | +391+14.0% | Added |
| Power Corp of Canada | 3,176 | $285.0K | 0.04% | +3,176 | New |
| Fund Management at Engine No. 1 LLC | 3,148 | $283.0K | 0.08% | −167−5.0% | Reduced |
| CIBC Private Wealth Group, LLC | 3,147 | $282.0K | 0.00% | −2,805−47.1% | Reduced |
| Manchester Capital Management LLC | 3,117 | $280.0K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,108 | $279.0K | 0.03% | +25+0.8% | Added |
| Cohen Klingenstein LLC | 3,100 | $278.0K | 0.01% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 3,082 | $277.0K | 0.07% | +68+2.3% | Added |
| Cornerstone Advisory, LLC | 3,077 | $276.0K | 0.06% | −100−3.1% | Reduced |
| Conning Inc. | 3,051 | $274.0K | 0.01% | −405−11.7% | Reduced |
| Mutual Advisors, LLC | 3,044 | $273.0K | 0.01% | +755+33.0% | Added |
| Tempus Wealth Planning, LLC | 3,029 | $272.0K | 0.18% | +3,029 | New |
| RFG Advisory, LLC | 2,351 | $271.0K | 0.02% | −792−25.2% | Reduced |
| Founders Capital Management | 3,020 | $271.0K | 0.22% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,000 | $269.0K | 0.10% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 2,994 | $269.0K | 0.23% | +8+0.3% | Added |
| Coco Enterprises, LLC | 2,983 | $269.0K | 0.24% | +3+0.1% | Added |
| First Dallas Securities Inc. | 3,000 | $269.0K | 0.18% | +350+13.2% | Added |
| Orion Portfolio Solutions, LLC | 2,992 | $269.0K | 0.01% | +475+18.9% | Added |
| Apollon Wealth Management, LLC | 2,976 | $267.0K | 0.02% | +2,976 | New |
| ASB Consultores, LLC | 2,979 | $267.0K | 0.13% | +2,979 | New |
| Schulhoff & Co Inc | 2,960 | $265.0K | 0.14% | +485+19.6% | Added |
| Prudent Man Advisors, LLC | 2,947 | $264.0K | 0.13% | +2,947 | New |
| SkyView Investment Advisors, LLC | 2,886 | $259.0K | 0.08% | +388+15.5% | Added |
| Quadrant Capital Group LLC | 2,853 | $256.0K | 0.03% | +279+10.8% | Added |
| Worth Venture Partners, LLC | 2,850 | $256.0K | 0.16% | +650+29.5% | Added |
| Griffin Asset Management, Inc. | 2,832 | $254.0K | 0.04% | +10+0.4% | Added |
| Market Street Wealth Management Advisors LLC | 2,823 | $253.0K | 0.08% | 00.0% | Unchanged |
| LMR Partners LLP | 2,792 | $251.0K | 0.01% | −4,254−60.4% | Reduced |
| KB Financial Partners, LLC | 2,788 | $250.0K | 0.09% | +452+19.3% | Added |
| Intrua Financial, LLC | 2,777 | $249.0K | 0.07% | −902−24.5% | Reduced |
| Waddell & Associates, LLC | 2,777 | $249.0K | 0.05% | −55−1.9% | Reduced |
| CWA Asset Management Group, LLC | 2,771 | $249.0K | 0.02% | +2,771 | New |
| Bailard, Inc. | 2,762 | $248.0K | 0.01% | −1,932−41.2% | Reduced |
| Camelot Portfolios, LLC | 2,749 | $247.0K | 0.23% | −355−11.4% | Reduced |
| XR Securities LLC | 2,746 | $246.0K | 0.23% | +2,746 | New |
| Synovus Financial Corp | 2,723 | $244.0K | 0.00% | −540−16.5% | Reduced |
| Ballentine Partners, LLC | 2,708 | $243.0K | 0.01% | +378+16.2% | Added |
| Autumn Glory Partners, LLC | 2,710 | $243.0K | 0.16% | +535+24.6% | Added |
| Inspire Advisors, LLC | 2,699 | $242.0K | 0.07% | +460+20.5% | Added |
| Good Life Advisors, LLC | 2,665 | $239.0K | 0.04% | +255+10.6% | Added |
| Umb Bank N A | 2,652 | $238.0K | 0.00% | +15+0.6% | Added |
| Comerica Securities,inc. | 2,649 | $238.0K | 0.02% | +87+3.4% | Added |
| Kaizen Financial Strategies | 2,637 | $237.0K | 0.24% | +2,637 | New |
| Sawtooth Solutions, LLC | 2,580 | $232.0K | 0.03% | +81+3.2% | Added |
| Marshall Wace, LLP | 2,577 | $231.0K | 0.00% | −212,582−98.8% | Reduced |
| Interchange Capital Partners, LLC | 2,574 | $231.0K | 0.25% | −1,293−33.4% | Reduced |
| Intrust Bank NA | 2,569 | $231.0K | 0.04% | −12−0.5% | Reduced |
| Perigon Wealth Management, LLC | 2,557 | $229.0K | 0.02% | +2,557 | New |
| CAPROCK Group, Inc. | 2,544 | $228.0K | 0.02% | +2,544 | New |
| Proficio Capital Partners LLC | 2,527 | $226.0K | 0.04% | +144+6.0% | Added |
| RMR Wealth Builders | 2,504 | $225.0K | 0.06% | +45+1.8% | Added |
| Moody Lynn & Lieberson, LLC | 2,500 | $224.0K | 0.02% | 00.0% | Unchanged |