Skip to main content

Simon Property Group Inc.

SPG
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001063761

In the last 90 days, Simon Property Group Inc. insiders filed 11 open-market purchases and 0 sales; 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, Q4 2022

Institutional positions in Simon Property Group Inc. as of Dec 31, 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
996
+90 vs. Q3 2022
Shares held
282.2M
+2.76M (+1.0%) vs. Q3 2022
Total value
$33.1B
+$8.05B (+32.1%) vs. Q3 2022
New holders
166
369 more added
Sold out
76
325 more reduced

15 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 996 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 heldQ4 2022: $33.1B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q3 2022.

Institutions holding SPG in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth2$00.00%00.0%Unchanged
Silicon Valley Capital Partners1$1140.00%+1New
Annapolis Financial Services, LLC1$1170.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC2$2350.00%00.0%Unchanged
JJJ Advisors Inc.4$5040.00%−50−92.6%Reduced
Wolff Wiese Magana LLC5$5870.00%+5New
Gradient Investments LLC8$9100.00%+3+60.0%Added
TFC Financial Management8$9400.00%00.0%Unchanged
Delos Wealth Advisors, LLC8$9400.00%00.0%Unchanged
Missouri Trust & Investment Co5$1.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC9$1.06K0.00%+9New
Versant Capital Management, Inc12$1.41K0.00%00.0%Unchanged
Y.D. More Investments Ltd13$1.52K0.00%+13New
ClariVest Asset Management LLC14$2.00K0.00%−5−26.3%Reduced
Tompkins Financial Corp15$2.00K0.00%+15New
Prestige Wealth Management Group LLC18$2.12K0.00%00.0%Unchanged
Johnson Financial Group, Inc.20$2.35K0.00%00.0%Unchanged
MCF Advisors LLC22$2.58K0.00%00.0%Unchanged
Red Tortoise LLC23$2.70K0.00%+23New
Tucker Asset Management LLC25$2.93K0.00%00.0%Unchanged
Grove Bank & Trust24$3.00K0.00%+24New
Bogart Wealth, LLC26$3.05K0.00%00.0%Unchanged
DT Investment Partners, LLC28$3.29K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC29$3.41K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC30$3.49K0.00%+1+3.4%Added
Leelyn Smith, LLC30$3.52K0.00%−90−75.0%Reduced
Institutional & Family Asset Management, LLC30$3.52K0.00%−24−44.4%Reduced
Mark Sheptoff Financial Planning, LLC31$3.64K0.00%00.0%Unchanged
Raffa Wealth Management, LLC34$3.99K0.00%00.0%Unchanged
Creative Capital Management Investments LLC33$4.00K0.00%+33New
Costello Asset Management, INC40$4.70K0.00%00.0%Unchanged
Zullo Investment Group, Inc.40$4.70K0.00%00.0%Unchanged
My Personal CFO, LLC42$4.93K0.00%+42New
PFG Private Wealth Management, LLC39$5.00K0.00%−737−95.0%Reduced
Independence Bank of Kentucky40$5.00K0.00%00.0%Unchanged
Sittner & Nelson, LLC44$5.17K0.00%00.0%Unchanged
Eagle Bay Advisors LLC45$5.29K0.00%00.0%Unchanged
Crewe Advisors LLC49$5.76K0.00%−195−79.9%Reduced
Arrow Financial Corp50$6.00K0.00%00.0%Unchanged
Oakworth Capital, Inc.52$6.11K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC56$6.58K0.00%00.0%Unchanged
Financial Management Professionals, Inc.56$7.00K0.00%+24+75.0%Added
Asset Dedication, LLC59$7.00K0.00%+53+883.3%Added
Adirondack Trust Co66$7.75K0.00%00.0%Unchanged
Salem Investment Counselors Inc68$7.99K0.00%−250−78.6%Reduced
EWG Elevate Inc.71$8.34K0.00%+71New
Center for Financial Planning, Inc.76$8.93K0.00%00.0%Unchanged
Fiduciary Alliance LLC83$9.75K0.00%+83New
Colonial Trust Advisors85$9.99K0.00%+85New
Lee Financial Co86$10.1K0.00%−24−21.8%Reduced
Abound Wealth Management86$10.1K0.00%00.0%Unchanged
Key Financial Inc114$10.2K0.00%00.0%Unchanged
Focused Wealth Management, Inc91$10.6K0.00%+11+13.8%Added
Washington Trust Advisors, Inc.92$10.8K0.00%+39+73.6%Added
Cary Street Partner Investment Advisory LLC93$10.9K0.00%+93New
Capital Advisors, Ltd. LLC307$11.0K0.00%+259+539.6%Added
Core Alternative Capital95$11.1K0.00%00.0%Unchanged
Liberty One Investment Management, LLC98$11.5K0.00%+2+2.1%Added
Sandy Spring Bank98$11.6K0.00%+1+1.0%Added
FinTrust Capital Advisors, LLC100$11.7K0.00%00.0%Unchanged
Romano Brothers and Company100$11.7K0.00%+100New
DB Wealth Management Group, LLC100$11.7K0.01%+100New
Webster Bank, N. A.100$12.0K0.00%00.0%Unchanged
Ancora Advisors, LLC103$12.0K0.00%+6+6.2%Added
Front Row Advisors LLC100$12.0K0.01%00.0%Unchanged
Grayhawk Investment Strategies Inc.144$12.3K0.01%+39+37.1%Added
Private Ocean, LLC109$12.8K0.00%00.0%Unchanged
Operose Advisors LLC110$12.9K0.01%00.0%Unchanged
Highlander Capital Management, LLC109$13.0K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.116$13.6K0.00%+2+1.8%Added
Quarry LP117$13.7K0.02%+117New
Harel Insurance Investments & Financial Services Ltd.130$15.0K0.00%−80−38.1%Reduced
Rise Advisors, LLC130$15.3K0.01%+2+1.6%Added
Bell Investment Advisors, Inc133$15.6K0.00%+43+47.8%Added
Creative Financial Designs Inc135$15.9K0.00%00.0%Unchanged
Winch Advisory Services, LLC133$16.0K0.01%+2+1.5%Added
West Paces Advisors Inc.138$16.2K0.01%+5+3.8%Added
Sutton Wealth Advisors Inc.145$17.0K0.01%−3−2.0%Reduced
RFP Financial Group LLC146$17.2K0.01%+146New
Horan Securities, Inc.148$17.4K0.01%+28+23.3%Added
Column Capital Advisors, LLC150$17.7K0.00%+3+2.0%Added
Boyd Watterson Asset Management LLC153$18.0K0.01%+153New
AlphaMark Advisors, LLC150$18.0K0.01%−165−52.4%Reduced
Iron Horse Wealth Management, LLC150$18.0K0.01%00.0%Unchanged
Atwood & Palmer Inc155$18.2K0.00%00.0%Unchanged
FWL Investment Management, LLC160$18.8K0.01%+160New
Atlas Capital Advisors LLC163$19.1K0.00%−118−42.0%Reduced
Hexagon Capital Partners LLC169$19.9K0.01%+1+0.6%Added
Spartan Planning & Wealth Management171$20.1K0.03%+171New
SOA Wealth Advisors, LLC.171$20.1K0.01%−80−31.9%Reduced
Sofos Investments, Inc.117$20.2K0.21%−513−81.4%Reduced
Earnest Partners LLC178$20.9K0.00%00.0%Unchanged
VitalStone Financial, LLC197$23.0K0.02%+197New
High Net Worth Advisory Group LLC200$23.5K0.01%00.0%Unchanged
Blume Capital Management, Inc.200$23.5K0.01%+200New
One Wealth Advisors, LLC200$23.5K0.01%+200New
Accurate Wealth Management, LLC204$23.9K0.01%+204New
Centiva Capital, LP204$24.0K0.00%−1,636−88.9%Reduced
Bartlett & Co. LLC207$24.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC207$24.3K0.00%00.0%Unchanged