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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PAX Financial Group, LLC | 1,812 | $212.9K | 0.05% | +1,812 | New |
| Mission Wealth Management, LP | 1,819 | $213.7K | 0.01% | +1,819 | New |
| Wolverine Trading, LLC | 1,830 | $215.0K | 0.00% | −54,410−96.7% | Reduced |
| Samalin Investment Counsel, LLC | 1,841 | $216.3K | 0.14% | +1,841 | New |
| Affinity Wealth Management LLC | 1,849 | $217.2K | 0.05% | +1,849 | New |
| Carnegie Capital Asset Management, LLC | 1,864 | $219.0K | 0.01% | +1,864 | New |
| Vicus Capital | 1,876 | $220.4K | 0.03% | +1,876 | New |
| Valley Forge Investment Consultants Inc Adv | 1,879 | $220.7K | 0.12% | +1,879 | New |
| Legacy Financial Advisors, Inc. | 1,882 | $221.1K | 0.05% | +1,882 | New |
| Childress Capital Advisors, LLC | 1,884 | $221.3K | 0.07% | +1,884 | New |
| Lombard Odier Asset Management (Switzerland) SA | 1,891 | $222.2K | 0.02% | +1,891 | New |
| NBT Bank N A | 1,900 | $223.2K | 0.03% | +1,900 | New |
| CIBC Private Wealth Group, LLC | 1,901 | $223.3K | 0.00% | −1,246−39.6% | Reduced |
| My Legacy Advisors, LLC | 1,739 | $225.7K | 0.10% | +1,739 | New |
| First Ascent Asset Management, LLC | 1,935 | $227.3K | 0.03% | +1,935 | New |
| Oxford Financial Group Ltd | 1,941 | $228.0K | 0.03% | +1,941 | New |
| Personal Capital Advisors Corp | 1,945 | $228.5K | 0.00% | +1,945 | New |
| Apollon Wealth Management, LLC | 1,956 | $229.8K | 0.02% | −1,020−34.3% | Reduced |
| Alpha Paradigm Partners, LLC | 1,954 | $230.0K | 0.09% | −1,988−50.4% | Reduced |
| Concentric Capital Strategies, LP | 1,966 | $231.0K | 0.11% | +1,966 | New |
| Socha Financial Group, LLC | 1,969 | $231.4K | 0.16% | +1,969 | New |
| Regent Peak Wealth Advisors LLC | 1,973 | $231.8K | 0.08% | +1,973 | New |
| American State Bank (Iowa) | 1,982 | $232.8K | 0.18% | +100+5.3% | Added |
| GeoWealth Management, LLC | 1,985 | $233.0K | 0.02% | +1,985 | New |
| RFG Advisory, LLC | 1,798 | $233.4K | 0.01% | −553−23.5% | Reduced |
| Covenant Asset Management, LLC | 2,000 | $235.0K | 0.08% | +2,000 | New |
| Viawealth, LLC | 1,995 | $235.9K | 0.19% | +1,995 | New |
| NorthRock Partners, LLC | 2,033 | $238.8K | 0.03% | +2,033 | New |
| Harvest Portfolios Group Inc. | 2,036 | $239.2K | 0.01% | +2,036 | New |
| Herbst Group, LLC | 2,040 | $239.7K | 0.19% | +2,040 | New |
| Woodward Diversified Capital, LLC | 2,047 | $240.5K | 0.19% | +2,047 | New |
| Chapman Investment Management, LLC | 2,048 | $240.6K | 0.22% | +2,048 | New |
| Rockland Trust Co | 2,050 | $241.0K | 0.02% | +2,050 | New |
| First Horizon Advisors, Inc. | 2,063 | $242.4K | 0.01% | +22+1.1% | Added |
| Manchester Financial Inc | 2,066 | $242.7K | 0.07% | −216−9.5% | Reduced |
| Balentine LLC | 2,068 | $242.9K | 0.01% | −413−16.6% | Reduced |
| Shelton Capital Management | 2,085 | $244.9K | 0.03% | +2,085 | New |
| Edmp, Inc. | 2,085 | $244.9K | 0.24% | +2,085 | New |
| Dorsey & Whitney Trust CO LLC | 2,113 | $246.5K | 0.02% | +2,113 | New |
| Zeke Capital Advisors, LLC | 2,108 | $247.6K | 0.02% | +2,108 | New |
| Novare Capital Management LLC | 2,110 | $247.9K | 0.03% | +2,110 | New |
| Whalerock Point Partners, LLC | 2,119 | $248.9K | 0.10% | +2,119 | New |
| Godshalk Welsh Capital Management, Inc. | 2,125 | $249.6K | 0.18% | −300−12.4% | Reduced |
| Interchange Capital Partners, LLC | 2,127 | $249.8K | 0.25% | −447−17.4% | Reduced |
| O'Rourke & Company, Inc | 2,127 | $250.0K | 0.20% | +2,127 | New |
| Synovus Financial Corp | 2,130 | $250.2K | 0.00% | −593−21.8% | Reduced |
| Csenge Advisory Group | 2,132 | $250.5K | 0.02% | +2,132 | New |
| Sloy Dahl & Holst, LLC | 2,139 | $251.3K | 0.09% | +2,139 | New |
| Manchester Capital Management LLC | 2,152 | $252.8K | 0.04% | −965−31.0% | Reduced |
| Pinnacle Associates Ltd | 2,160 | $253.8K | 0.01% | +2,160 | New |
| Renaissance Group LLC | 2,186 | $256.8K | 0.01% | −51−2.3% | Reduced |
| Cladis Investment Advisory, LLC | 2,200 | $258.5K | 0.26% | +2,200 | New |
| RSM US Wealth Management LLC | 2,200 | $258.5K | 0.01% | +2,200 | New |
| Wealthsource Partners, LLC | 2,225 | $261.4K | 0.02% | +2,225 | New |
| LJI Wealth Management, LLC | 2,231 | $262.1K | 0.09% | +2,231 | New |
| Stiles Financial Services Inc | 2,239 | $263.0K | 0.15% | +2,239 | New |
| Inspire Advisors, LLC | 2,256 | $265.1K | 0.07% | −443−16.4% | Reduced |
| Proequities, Inc. | 2,259 | $265.4K | 0.02% | +212+10.4% | Added |
| Shell Asset Management Co | 2,296 | $270.0K | 0.01% | −3,339−59.3% | Reduced |
| Evergreen Capital Management LLC | 2,314 | $271.8K | 0.01% | +2,314 | New |
| Transamerica Financial Advisors, Inc. | 2,315 | $272.0K | 0.04% | −23−1.0% | Reduced |
| Hoxton Planning & Management, LLC | 2,344 | $275.4K | 0.15% | +2,344 | New |
| Schnieders Capital Management LLC | 2,348 | $275.8K | 0.06% | +2,348 | New |
| Worth Venture Partners, LLC | 2,350 | $276.1K | 0.16% | −500−17.5% | Reduced |
| J.W. Cole Advisors, Inc. | 2,350 | $276.1K | 0.02% | +2,350 | New |
| Savant Capital, LLC | 2,355 | $276.7K | 0.01% | +42+1.8% | Added |
| Barry Investment Advisors, LLC | 2,372 | $278.6K | 0.09% | +2,372 | New |
| Arkadios Wealth Advisors | 2,391 | $280.9K | 0.04% | +145+6.5% | Added |
| Silverleafe Capital Partners, LLC | 2,400 | $282.0K | 0.19% | −1,000−29.4% | Reduced |
| Bramshill Investments, LLC | 2,400 | $282.0K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,403 | $282.4K | 0.02% | +26+1.1% | Added |
| Adams Asset Advisors, LLC | 2,414 | $283.6K | 0.04% | +2,414 | New |
| Graypoint LLC | 2,424 | $284.8K | 0.03% | +2,424 | New |
| IFG Advisory, LLC | 2,426 | $285.0K | 0.03% | +116+5.0% | Added |
| Rehmann Capital Advisory Group | 2,432 | $285.8K | 0.03% | +50+2.1% | Added |
| Journey Strategic Wealth LLC | 2,444 | $287.1K | 0.03% | +150+6.5% | Added |
| Stock Yards Bank & Trust Co | 2,465 | $290.0K | 0.01% | +121+5.2% | Added |
| Moody Lynn & Lieberson, LLC | 2,500 | $293.0K | 0.03% | 00.0% | Unchanged |
| Lincoln National Corp | 2,497 | $293.3K | 0.01% | −12,844−83.7% | Reduced |
| Welch Group, LLC | 2,497 | $293.4K | 0.02% | +2,497 | New |
| Financial Sense Advisors, Inc. | 2,500 | $293.7K | 0.12% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,500 | $293.7K | 0.27% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,510 | $294.9K | 0.36% | +2,510 | New |
| Sequoia Financial Advisors, LLC | 2,520 | $296.1K | 0.01% | +2,520 | New |
| Kaizen Financial Strategies | 2,359 | $296.2K | 0.29% | −278−10.5% | Reduced |
| Sunbelt Securities, Inc. | 2,524 | $296.5K | 0.06% | −656−20.6% | Reduced |
| RMR Wealth Builders | 2,541 | $298.5K | 0.07% | +37+1.5% | Added |
| Intrust Bank NA | 2,560 | $300.7K | 0.04% | −9−0.4% | Reduced |
| KB Financial Partners, LLC | 2,591 | $304.0K | 0.10% | −197−7.1% | Reduced |
| Washington Trust Bank | 2,588 | $304.0K | 0.03% | +315+13.9% | Added |
| Proficio Capital Partners LLC | 2,591 | $304.4K | 0.06% | +64+2.5% | Added |
| Davenport & Co LLC | 2,598 | $305.0K | 0.00% | −714−21.6% | Reduced |
| Strategic Wealth Designers | 2,512 | $307.1K | 0.07% | +12+0.5% | Added |
| Umb Bank N A | 2,652 | $312.0K | 0.00% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 2,667 | $313.0K | 0.05% | +2,667 | New |
| Schechter Investment Advisors, LLC | 2,680 | $314.8K | 0.03% | +2,680 | New |
| Comerica Securities,inc. | 2,682 | $315.1K | 0.02% | +33+1.2% | Added |
| SkyView Investment Advisors, LLC | 2,696 | $317.0K | 0.10% | −190−6.6% | Reduced |
| Deseret Mutual Benefit Administrators | 2,702 | $317.4K | 0.13% | −1,778−39.7% | Reduced |
| FORA Capital, LLC | 2,743 | $322.2K | 0.05% | +2,743 | New |