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 |
|---|---|---|---|---|---|
| Bard Financial Services, Inc. | 2,750 | $323.0K | 0.03% | +500+22.2% | Added |
| Equitable Holdings, Inc. | 2,751 | $323.2K | 0.01% | −1,408−33.9% | Reduced |
| Siemens Fonds Invest GmbH | 2,771 | $325.5K | 0.03% | −434−13.5% | Reduced |
| HB Wealth Management, LLC | 2,799 | $328.8K | 0.01% | +2,799 | New |
| CAPROCK Group, Inc. | 2,805 | $329.6K | 0.03% | +261+10.3% | Added |
| Banque Cantonale Vaudoise | 2,809 | $330.0K | 0.02% | −6,400−69.5% | Reduced |
| Insigneo Advisory Services, LLC | 2,818 | $331.0K | 0.13% | +2,818 | New |
| Market Street Wealth Management Advisors LLC | 2,823 | $331.6K | 0.10% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 2,832 | $332.7K | 0.06% | +55+2.0% | Added |
| Pathway Financial Advisers, LLC | 2,846 | $334.4K | 0.14% | +2,846 | New |
| Intrua Financial, LLC | 2,802 | $338.9K | 0.08% | +25+0.9% | Added |
| Ballentine Partners, LLC | 2,903 | $341.0K | 0.01% | +195+7.2% | Added |
| FDx Advisors, Inc. | 2,908 | $342.0K | 0.01% | −564−16.2% | Reduced |
| Abbrea Capital, LLC | 2,957 | $347.4K | 0.06% | −356−10.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,974 | $349.4K | 0.39% | −1,900−39.0% | Reduced |
| Wedmont Private Capital | 2,941 | $349.6K | 0.05% | +2,941 | New |
| Coco Enterprises, LLC | 2,986 | $351.0K | 0.29% | +3+0.1% | Added |
| Westover Capital Advisors, LLC | 3,000 | $352.4K | 0.14% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 3,020 | $354.8K | 0.16% | +60+2.0% | Added |
| Buckingham Strategic Wealth, LLC | 3,020 | $354.8K | 0.01% | +3,020 | New |
| Founders Capital Management | 3,020 | $355.0K | 0.27% | 00.0% | Unchanged |
| Conning Inc. | 3,041 | $357.3K | 0.01% | −10−0.3% | Reduced |
| Gateway Investment Advisers LLC | 3,042 | $357.4K | 0.00% | +658+27.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 3,047 | $358.0K | 0.19% | −1,393−31.4% | Reduced |
| Paradigm Financial Partners, LLC | 3,017 | $358.6K | 0.10% | +857+39.7% | Added |
| Good Life Advisors, LLC | 3,054 | $358.8K | 0.05% | +389+14.6% | Added |
| First National Bank Sioux Falls | 3,060 | $359.5K | 0.26% | −145−4.5% | Reduced |
| Octavia Wealth Advisors, LLC | 3,063 | $359.9K | 0.09% | −19−0.6% | Reduced |
| Cornerstone Advisory, LLC | 3,077 | $361.5K | 0.07% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,088 | $362.8K | 0.03% | +3,088 | New |
| Cohen Klingenstein LLC | 3,100 | $364.2K | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 3,120 | $366.5K | 0.00% | −11,860−79.2% | Reduced |
| Lederer & Associates Investment Counsel | 3,132 | $368.0K | 0.30% | +138+4.6% | Added |
| Power Corp of Canada | 3,176 | $373.1K | 0.07% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 3,222 | $378.5K | 0.19% | +3,222 | New |
| Camelot Portfolios, LLC | 3,223 | $378.7K | 0.28% | +474+17.2% | Added |
| Reuter James Wealth Management, LLC | 3,225 | $378.9K | 0.28% | 00.0% | Unchanged |
| Clear Street Markets LLC | 3,231 | $380.0K | 0.08% | −2,069−39.0% | Reduced |
| Asset Management Resources, LLC | 3,239 | $380.5K | 0.41% | −40−1.2% | Reduced |
| M&G Investment Management Ltd | 3,257 | $381.1K | 0.00% | +3,257 | New |
| Tobias Financial Advisors, Inc. | 3,249 | $381.7K | 0.13% | −837−20.5% | Reduced |
| We Are One Seven, LLC | 3,261 | $383.1K | 0.04% | −420−11.4% | Reduced |
| Tiaa, FSB | 3,262 | $383.2K | 0.00% | −286−8.1% | Reduced |
| Pitcairn Co | 3,275 | $384.7K | 0.04% | −247−7.0% | Reduced |
| Prudent Man Advisors, LLC | 3,297 | $387.0K | 0.16% | +350+11.9% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $387.7K | 0.16% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 3,309 | $388.7K | 0.18% | +3,309 | New |
| Sawtooth Solutions, LLC | 3,314 | $389.4K | 0.05% | +734+28.4% | Added |
| Wexford Capital LP | 3,325 | $390.6K | 0.08% | −2,643−44.3% | Reduced |
| Clarius Group, LLC | 3,325 | $391.0K | 0.04% | +217+7.0% | Added |
| Element Pointe Advisors, LLC | 3,333 | $391.6K | 0.14% | +3,333 | New |
| Orion Portfolio Solutions, LLC | 3,370 | $395.9K | 0.01% | +378+12.6% | Added |
| Harvest Fund Management Co., Ltd | 3,373 | $396.0K | 0.10% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,373 | $396.3K | 0.01% | −544−13.9% | Reduced |
| Mutual Advisors, LLC | 3,386 | $397.8K | 0.02% | +342+11.2% | Added |
| Compagnie Lombard Odier SCmA | 3,394 | $399.0K | 0.01% | −300−8.1% | Reduced |
| Longfellow Investment Management Co LLC | 3,404 | $399.9K | 0.09% | 00.0% | Unchanged |
| American Investment Services, Inc. | 3,405 | $400.0K | 0.08% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 3,416 | $401.4K | 0.04% | +3,416 | New |
| CWA Asset Management Group, LLC | 3,423 | $402.1K | 0.03% | +652+23.5% | Added |
| Johnson Investment Counsel Inc | 3,426 | $402.5K | 0.01% | −820−19.3% | Reduced |
| Bradley Foster & Sargent Inc | 3,438 | $403.9K | 0.01% | +50+1.5% | Added |
| Quadrant Capital Group LLC | 3,440 | $404.1K | 0.05% | +587+20.6% | Added |
| Washington Trust Co | 3,455 | $405.9K | 0.02% | +2,000+137.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,460 | $406.0K | 0.00% | −1,355−28.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 3,470 | $407.7K | 0.17% | +245+7.6% | Added |
| SYSTM Wealth Solutions LLC | 3,502 | $411.4K | 0.05% | +3,502 | New |
| Sigma Planning Corp | 3,514 | $412.9K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 3,514 | $413.0K | 0.04% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,526 | $414.2K | 0.03% | +130+3.8% | Added |
| DRW Securities, LLC | 3,536 | $415.0K | 0.08% | +3,536 | New |
| Gables Capital Management Inc. | 3,575 | $420.0K | 0.31% | −50−1.4% | Reduced |
| Ritholtz Wealth Management | 3,585 | $421.2K | 0.02% | −565−13.6% | Reduced |
| TownSquare Capital, LLC | 3,596 | $422.4K | 0.01% | +3,596 | New |
| Fund Management at Engine No. 1 LLC | 3,599 | $422.8K | 0.10% | +451+14.3% | Added |
| Lafayette Investments, Inc. | 3,600 | $422.9K | 0.12% | 00.0% | Unchanged |
| CTC Capital Management, LLC | 3,600 | $422.9K | 0.52% | +3,600 | New |
| Wintrust Investments LLC | 3,628 | $426.0K | 0.06% | +65+1.8% | Added |
| Ghe, LLC | 3,652 | $429.0K | 0.40% | −4,130−53.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3,660 | $430.0K | 0.23% | 00.0% | Unchanged |
| RS Crum Inc. | 3,709 | $435.7K | 0.20% | 00.0% | Unchanged |
| ASB Consultores, LLC | 3,717 | $436.7K | 0.18% | +738+24.8% | Added |
| First Dallas Securities Inc. | 3,750 | $441.0K | 0.27% | +750+25.0% | Added |
| First Hawaiian Bank | 3,771 | $443.0K | 0.02% | +4+0.1% | Added |
| Capital Investment Advisors, LLC | 3,843 | $451.0K | 0.01% | −40−1.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,840 | $451.1K | 0.05% | +190+5.2% | Added |
| Sage Investment Advisers LLC | 3,848 | $452.0K | 0.64% | +109+2.9% | Added |
| Perigon Wealth Management, LLC | 3,853 | $452.7K | 0.03% | +1,296+50.7% | Added |
| Ninety One SA (PTY) Ltd | 3,893 | $452.8K | 0.15% | 00.0% | Unchanged |
| Alps Advisors Inc | 3,866 | $454.2K | 0.00% | −1,167−23.2% | Reduced |
| Augustine Asset Management Inc | 3,905 | $458.8K | 0.25% | −32−0.8% | Reduced |
| Avantax Advisory Services, Inc. | 3,907 | $459.0K | 0.01% | +614+18.6% | Added |
| Triumph Capital Management | 3,910 | $459.4K | 0.25% | +3,910 | New |
| Ossiam | 3,923 | $460.9K | 0.01% | +1,496+61.6% | Added |
| MRP Capital Investments, LLC | 3,930 | $461.7K | 0.51% | +3,930 | New |
| Regions Financial Corp | 3,958 | $465.0K | 0.00% | +566+16.7% | Added |
| Beaumont Asset Management, L.L.C. | 3,989 | $468.6K | 0.34% | +80+2.0% | Added |
| EJF Capital LLC | 4,000 | $469.9K | 0.15% | 00.0% | Unchanged |
| First National Bank of Omaha | 4,000 | $470.0K | 0.03% | −474−10.6% | Reduced |
| Beacon Investment Advisors LLC | 4,005 | $470.6K | 0.39% | +4,005 | New |