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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.

Institutional holdersQ3 2022: 921 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ3 2022: $25.1B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$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.

Institutions holding SPG in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Sense Advisors, Inc.2,500$224.0K0.09%00.0%Unchanged
Merrion Investment Management Co, LLC2,500$224.0K0.22%00.0%Unchanged
Strategic Wealth Designers2,500$224.0K0.06%+14+0.6%Added
Balentine LLC2,481$223.0K0.01%+2,481New
LFS Asset Management2,464$221.0K0.22%−36,847−93.7%Reduced
Godshalk Welsh Capital Management, Inc.2,425$218.0K0.16%+100+4.3%Added
Ossiam2,427$218.0K0.01%+2,427New
Bramshill Investments, LLC2,400$215.0K0.03%−3,370−58.4%Reduced
Gateway Investment Advisers LLC2,384$214.0K0.00%−894−27.3%Reduced
Rehmann Capital Advisory Group2,382$213.9K0.02%+2,382New
Stratos Wealth Advisors, LLC2,377$213.0K0.02%−168−6.6%Reduced
Wipfli Financial Advisors LLC,2,376$213.0K0.01%+2,376New
Private Capital Management LLC2,343$210.0K0.08%−6−0.3%Reduced
Stock Yards Bank & Trust Co2,344$210.0K0.01%−300−11.3%Reduced
Transamerica Financial Advisors, Inc.2,338$210.0K0.03%−26−1.1%Reduced
AdvisorNet Financial, Inc2,335$210.0K0.02%+312+15.4%Added
Shilanski & Associates, Inc.2,343$210.0K0.08%+2,343New
Capasso Planning Partners LLC2,320$208.0K0.15%−1,785−43.5%Reduced
Savant Capital, LLC2,313$208.0K0.01%−315−12.0%Reduced
IFG Advisory, LLC2,310$207.0K0.02%+10.0%Added
Gsa Capital Partners LLP2,298$206.0K0.03%−4,471−66.1%Reduced
Anson Funds Management LP2,300$206.0K0.04%+2,300New
Paradigm Financial Partners, LLC2,160$205.0K0.06%−782−26.6%Reduced
Manchester Financial Inc2,282$205.0K0.06%+2,282New
Journey Strategic Wealth LLC2,294$205.0K0.03%+2,294New
Washington Trust Bank2,273$204.0K0.03%+2,273New
Bridgefront Capital, LLC2,271$204.0K0.21%+2,271New
Arkadios Wealth Advisors2,246$202.0K0.03%−553−19.8%Reduced
Bard Financial Services, Inc.2,250$202.0K0.02%+2,250New
Renaissance Group LLC2,237$201.0K0.01%00.0%Unchanged
Sentry Investment Management LLC2,200$197.0K0.09%00.0%Unchanged
Proequities, Inc.2,047$184.0K0.02%−475−18.8%Reduced
First Horizon Advisors, Inc.2,041$183.0K0.01%+178+9.6%Added
American State Bank (Iowa)1,882$168.9K0.15%00.0%Unchanged
Centiva Capital, LP1,840$165.0K0.01%−5,740−75.7%Reduced
North Star Investment Management Corp.1,730$155.0K0.02%00.0%Unchanged
Kistler-Tiffany Companies, LLC1,679$151.0K0.03%−243−12.6%Reduced
BDO Wealth Advisors, LLC1,643$147.0K0.02%00.0%Unchanged
Dividend Assets Capital, LLC1,600$144.0K0.03%00.0%Unchanged
Washington Trust Co1,455$131.0K0.01%00.0%Unchanged
Ameliora Wealth Management Ltd.1,400$131.0K0.07%+1,400New
AllSquare Wealth Management LLC1,301$117.0K0.08%−2,250−63.4%Reduced
Logan Capital Management Inc1,272$114.0K0.01%00.0%Unchanged
Tobam1,262$113.0K0.01%−315−20.0%Reduced
Trust Co1,230$110.0K0.02%+392+46.8%Added
Stelac Advisory Services LLC1,208$108.0K0.05%00.0%Unchanged
Central Trust Co1,180$106.0K0.00%+220+22.9%Added
Itau Unibanco Holding S.A.1,051$94.0K0.00%+1,051New
Vestor Capital, LLC1,000$90.0K0.01%00.0%Unchanged
Benjamin Edwards Inc1,000$90.0K0.03%00.0%Unchanged
Alta Advisers Ltd1,000$90.0K0.06%+1,000New
First Manhattan Co1,000$89.0K0.00%00.0%Unchanged
Cambridge Trust Co970$87.0K0.00%−220−18.5%Reduced
Cullen/Frost Bankers, Inc.970$87.0K0.00%+130+15.5%Added
Lindbrook Capital, LLC942$85.0K0.01%−639−40.4%Reduced
Desjardins Global Asset Management Inc.957$85.0K0.01%00.0%Unchanged
Motco942$85.0K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton919$82.0K0.03%−108−10.5%Reduced
Pinnacle Bancorp, Inc.852$76.0K0.03%00.0%Unchanged
Ellevest, Inc.849$76.0K0.01%+147+20.9%Added
Cowa, LLC840$75.0K0.05%+840New
Silvant Capital Management LLC821$74.0K0.01%00.0%Unchanged
Clearstead Advisors, LLC806$72.0K0.01%+224+38.5%Added
PFG Private Wealth Management, LLC776$70.0K0.05%00.0%Unchanged
Howe & Rusling Inc783$70.0K0.01%+200+34.3%Added
Covington Capital Management762$68.0K0.00%+28+3.8%Added
Capital Analysts, LLC745$67.0K0.00%+28+3.9%Added
CenterStar Asset Management, LLC–$67.0K0.12%–New
Old North State Trust, LLC745$67.0K0.06%+745New
Migdal Insurance & Financial Holdings Ltd.740$66.0K0.00%−87−10.5%Reduced
Newbridge Financial Services Group, Inc.725$65.0K0.04%−1,992−73.3%Reduced
Smithfield Trust Co721$63.0K0.00%00.0%Unchanged
Montag A & Associates Inc702$63.0K0.00%+702New
Parkside Financial Bank & Trust680$61.0K0.02%+35+5.4%Added
Selective Wealth Management, Inc.652$59.0K0.03%−149−18.6%Reduced
First Financial Corp640$58.0K0.04%00.0%Unchanged
Massmutual Trust Co FSB644$58.0K0.00%+107+19.9%Added
Farmers & Merchants Investments Inc598$54.0K0.00%−26−4.2%Reduced
Harbour Investments, Inc.572$54.0K0.00%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main594$53.3K0.00%+594New
Global Retirement Partners, LLC449$49.0K0.00%+98+27.9%Added
CVA Family Office, LLC535$48.0K0.01%−150−21.9%Reduced
Carolinas Wealth Consulting LLC522$47.0K0.01%+31+6.3%Added
Castle Wealth Management LLC505$45.0K0.03%00.0%Unchanged
PFS Partners, LLC500$44.9K0.05%+500New
Allworth Financial LP490$44.0K0.00%+175+55.6%Added
Money Concepts Capital Corp475$43.0K0.00%+43+10.0%Added
Covestor Ltd473$42.0K0.04%−312−39.7%Reduced
MV Capital Management, Inc.463$42.0K0.01%+122+35.8%Added
Ci Investments Inc.434$39.0K0.00%+394+985.0%Added
JTC Employer Solutions Trusteee Ltd412$37.0K0.01%00.0%Unchanged
Glassman Wealth Services406$36.0K0.01%−30−6.9%Reduced
Hudock, Inc.393$35.0K0.01%−125−24.1%Reduced
EverSource Wealth Advisors, LLC380$35.0K0.01%−84−18.1%Reduced
Quent Capital, LLC392$35.0K0.01%+63+19.1%Added
Kozak & Associates, Inc.358$34.0K0.02%−691−65.9%Reduced
Hoey Investments, Inc375$34.0K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC385$34.0K0.00%+9+2.4%Added
American National Bank380$34.0K0.01%+39+11.4%Added
Anchor Investment Management, LLC373$33.5K0.01%+48+14.8%Added