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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 4,021 | $472.0K | 0.10% | 00.0% | Unchanged |
| CWM, LLC | 4,025 | $473.0K | 0.00% | −282−6.5% | Reduced |
| Optimum Investment Advisors | 4,091 | $480.6K | 0.26% | 00.0% | Unchanged |
| Assetmark, Inc | 4,092 | $480.7K | 0.00% | +19+0.5% | Added |
| Marex Group plc | 4,100 | $481.0K | 0.07% | +4,100 | New |
| Bremer Bank National Association | 4,128 | $485.0K | 0.09% | −17,422−80.8% | Reduced |
| Bessemer Securities LLC | 4,129 | $485.0K | 0.22% | +650+18.7% | Added |
| Element Wealth, LLC | 4,180 | $491.1K | 0.40% | −192−4.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,946 | $493.1K | 0.02% | −163−4.0% | Reduced |
| Scotia Capital Inc. | 4,209 | $494.5K | 0.00% | +374+9.8% | Added |
| Brinker Capital Investments, LLC | 4,264 | $501.0K | 0.01% | −91−2.1% | Reduced |
| Stamos Capital Partners, L.P. | 4,270 | $501.6K | 0.16% | −7,020−62.2% | Reduced |
| Signaturefd, LLC | 4,302 | $505.4K | 0.01% | +305+7.6% | Added |
| BBJS Financial Advisors, LLC | 4,342 | $510.1K | 0.23% | +4,342 | New |
| Veriti Management LLC | 4,387 | $515.4K | 0.07% | −124−2.7% | Reduced |
| Alpha Cubed Investments, LLC | 4,400 | $516.9K | 0.04% | +140+3.3% | Added |
| BBR Partners, LLC | 4,400 | $516.9K | 0.06% | 00.0% | Unchanged |
| Boston Family Office LLC | 4,409 | $518.0K | 0.04% | +409+10.2% | Added |
| Trust Co of Vermont | 4,414 | $518.6K | 0.04% | −170−3.7% | Reduced |
| Teamwork Financial Advisors, LLC | 4,431 | $520.6K | 0.11% | −122−2.7% | Reduced |
| Stephens Inc | 4,435 | $521.0K | 0.01% | −129−2.8% | Reduced |
| Harbor Investment Advisory, LLC | 4,436 | $521.1K | 0.08% | −2,663−37.5% | Reduced |
| Qtron Investments LLC | 4,530 | $532.2K | 0.11% | +4,530 | New |
| Campbell & CO Investment Adviser LLC | 4,544 | $533.8K | 0.13% | +4,544 | New |
| Moors & Cabot, Inc. | 4,547 | $534.2K | 0.04% | −963−17.5% | Reduced |
| Perpetual Investment Management Ltd | 4,600 | $540.4K | 0.06% | −800−14.8% | Reduced |
| Griffin Asset Management, Inc. | 4,632 | $544.2K | 0.08% | +1,800+63.6% | Added |
| MSH Capital Advisors LLC | 4,655 | $546.9K | 0.25% | +20+0.4% | Added |
| Independent Financial Group, LLC | 4,671 | $548.8K | 0.05% | −6,609−58.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,675 | $549.2K | 0.09% | −33−0.7% | Reduced |
| JDM Financial Group LLC | 4,680 | $549.8K | 0.53% | +4,680 | New |
| Alta Wealth Advisors LLC | 4,680 | $549.8K | 0.37% | −27−0.6% | Reduced |
| Strategic Advisors LLC | 4,700 | $552.2K | 0.12% | +4,700 | New |
| Brown Advisory Inc | 4,713 | $553.7K | 0.00% | +1,002+27.0% | Added |
| Keybank National Association | 4,727 | $555.3K | 0.00% | +12+0.3% | Added |
| Affinity Investment Advisors, LLC | 4,768 | $560.1K | 0.26% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,827 | $567.1K | 0.06% | +123+2.6% | Added |
| Highline Wealth Partners LLC | 4,841 | $568.7K | 0.42% | 00.0% | Unchanged |
| Dearborn Partners LLC | 4,902 | $575.9K | 0.02% | +186+3.9% | Added |
| Balyasny Asset Management LLC | 4,906 | $576.4K | 0.00% | +4,906 | New |
| Baker Avenue Asset Management, LP | 4,927 | $578.8K | 0.03% | +4,927 | New |
| Maven Securities LTD | 4,978 | $584.8K | 0.12% | +4,978 | New |
| American Assets Inc | 5,000 | $587.4K | 0.22% | 00.0% | Unchanged |
| CSS LLC | 5,000 | $587.4K | 0.04% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 5,005 | $588.0K | 0.43% | +51+1.0% | Added |
| VELA Investment Management, LLC | 5,056 | $594.0K | 0.29% | 00.0% | Unchanged |
| Hollencrest Capital Management | 5,131 | $602.8K | 0.07% | −396−7.2% | Reduced |
| Monetary Management Group Inc | 5,250 | $616.8K | 0.19% | −625−10.6% | Reduced |
| Penserra Capital Management LLC | 5,275 | $619.0K | 0.01% | −47−0.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,271 | $619.0K | 0.02% | +741+16.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $620.2K | 0.01% | −1,020−16.2% | Reduced |
| Colony Group LLC | 5,324 | $625.0K | 0.01% | +5,324 | New |
| Moody National Bank Trust Division | 5,329 | $626.0K | 0.05% | +238+4.7% | Added |
| EverSource Wealth Advisors, LLC | 5,389 | $633.1K | 0.10% | +5,009+1,318.2% | Added |
| Ascent Group, LLC | 5,412 | $635.8K | 0.07% | +100+1.9% | Added |
| Horizon Investments, LLC | 5,451 | $640.0K | 0.02% | +2,177+66.5% | Added |
| Tokio Marine Asset Management Co Ltd | 5,478 | $643.6K | 0.05% | +441+8.8% | Added |
| Congress Wealth Management LLC | 5,566 | $653.9K | 0.02% | +705+14.5% | Added |
| Tiedemann Advisors, LLC | 5,587 | $656.4K | 0.03% | +156+2.9% | Added |
| Carmel Capital Partners, LLC | 5,602 | $658.1K | 0.46% | +161+3.0% | Added |
| Guardian Capital Advisors LP | 5,225 | $658.3K | 0.07% | −825−13.6% | Reduced |
| Verdence Capital Advisors LLC | 5,633 | $661.8K | 0.08% | −402−6.7% | Reduced |
| Marino, Stram & Associates LLC | 5,655 | $664.4K | 0.21% | +229+4.2% | Added |
| Castle Rock Wealth Management, LLC | 5,271 | $665.9K | 0.30% | +274+5.5% | Added |
| MAI Capital Management | 5,670 | $666.1K | 0.01% | +2,426+74.8% | Added |
| Cetera Advisors LLC | 5,677 | $666.9K | 0.01% | +1,644+40.8% | Added |
| Coldstream Capital Management Inc | 5,705 | $670.2K | 0.02% | +5,705 | New |
| Gilman Hill Asset Management, LLC | 5,734 | $673.6K | 0.14% | −169−2.9% | Reduced |
| CWM Advisors, LLC | 5,766 | $677.4K | 0.09% | +1,528+36.1% | Added |
| Wedbush Securities Inc | 5,775 | $678.0K | 0.04% | −536−8.5% | Reduced |
| Morse Asset Management, Inc | 5,800 | $681.0K | 0.25% | +100+1.8% | Added |
| Versor Investments LP | 5,802 | $681.6K | 0.06% | −21,403−78.7% | Reduced |
| Parallel Advisors, LLC | 5,822 | $684.0K | 0.03% | +536+10.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,828 | $685.0K | 0.03% | +878+17.7% | Added |
| GWM Advisors LLC | 11,528 | $692.6K | 0.02% | +4,414+62.0% | Added |
| Oak Grove Capital LLC | 5,900 | $693.1K | 0.37% | −290−4.7% | Reduced |
| Autumn Glory Partners, LLC | 5,920 | $695.5K | 0.37% | +3,210+118.5% | Added |
| Rothschild Investment Corp | 5,933 | $697.0K | 0.06% | −1,590−21.1% | Reduced |
| Prospera Financial Services Inc | 6,076 | $713.8K | 0.04% | +98+1.6% | Added |
| Wellington Shields & Co., LLC | 6,120 | $719.0K | 0.16% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 6,251 | $734.0K | 0.05% | −383−5.8% | Reduced |
| Infrastructure Capital Advisors, LLC | 6,272 | $736.8K | 0.15% | −590−8.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,306 | $740.8K | 0.49% | −28−0.4% | Reduced |
| Boston Partners | 6,358 | $746.9K | 0.00% | +147+2.4% | Added |
| Palogic Value Management, L.P. | 6,374 | $748.8K | 0.39% | +6,374 | New |
| Cerity Partners LLC | 6,390 | $751.0K | 0.00% | +1,551+32.1% | Added |
| Renasant Bank | 6,444 | $757.0K | 0.57% | +711+12.4% | Added |
| Bleakley Financial Group, LLC | 6,559 | $770.5K | 0.03% | +6,559 | New |
| Profund Advisors LLC | 6,590 | $774.2K | 0.05% | +149+2.3% | Added |
| Compton Capital Management Inc | 6,600 | $775.0K | 0.56% | −650−9.0% | Reduced |
| Integrated Wealth Concepts LLC | 6,629 | $779.0K | 0.02% | −1,147−14.8% | Reduced |
| HighTower Trust Services, LTA | 6,779 | $780.0K | 0.08% | +152+2.3% | Added |
| Raymond James Trust N.A. | 6,654 | $781.0K | 0.03% | −144−2.1% | Reduced |
| Diversified Trust Co | 6,737 | $791.0K | 0.03% | −75−1.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,563 | $793.6K | 0.09% | +1,457+35.5% | Added |
| TrimTabs Asset Management, LLC | 6,786 | $797.2K | 0.52% | −153−2.2% | Reduced |
| F3Logic, LLC | 6,804 | $800.2K | 0.17% | −1,276−15.8% | Reduced |
| Gallagher Benefit Services, Inc. | 6,804 | $800.2K | 0.17% | +6,804 | New |
| Ausdal Financial Partners, Inc. | 6,826 | $801.9K | 0.12% | −615−8.3% | Reduced |
| TrueWealth Advisors, LLC | 6,920 | $813.0K | 0.36% | 00.0% | Unchanged |