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, 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 |
|---|---|---|---|---|---|
| Future Financial Wealth Managment LLC | 6,938 | $815.1K | 0.93% | +327+4.9% | Added |
| IFP Advisors, Inc | 4,171 | $820.0K | 0.03% | −474−10.2% | Reduced |
| Gifford Fong Associates | 7,000 | $822.0K | 0.19% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 6,270 | $825.0K | 0.13% | −195−3.0% | Reduced |
| Two Sigma Securities, LLC | 7,064 | $829.9K | 0.12% | +7,064 | New |
| TTP Investments, Inc. | 7,070 | $830.7K | 0.88% | +598+9.2% | Added |
| Panagora Asset Management Inc | 7,092 | $833.2K | 0.01% | +1,923+37.2% | Added |
| Private Advisor Group, LLC | 21,594 | $835.3K | 0.04% | +333+1.6% | Added |
| Belpointe Asset Management LLC | 7,115 | $835.8K | 0.05% | −1,239−14.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,199 | $845.7K | 0.02% | −12,000−62.5% | Reduced |
| Park Place Capital Corp | 7,216 | $848.0K | 0.24% | +7,216 | New |
| Quantinno Capital Management LP | 7,237 | $850.0K | 0.06% | −4,951−40.6% | Reduced |
| Boston Private Wealth LLC | 7,363 | $865.0K | 0.01% | +2,196+42.5% | Added |
| Illinois Municipal Retirement Fund | 7,454 | $876.0K | 0.02% | 00.0% | Unchanged |
| Simmons Bank | 7,582 | $890.7K | 0.08% | +31+0.4% | Added |
| Toroso Investments, LLC | 7,633 | $897.0K | 0.03% | +553+7.8% | Added |
| Fiduciary Trust Co | 7,805 | $916.9K | 0.02% | −209−2.6% | Reduced |
| Erste Asset Management GmbH | 8,000 | $920.5K | 0.02% | +8,000 | New |
| Kinneret Advisory, LLC | 7,857 | $923.0K | 0.12% | −1,000−11.3% | Reduced |
| Cipher Capital LP | 7,883 | $926.1K | 0.17% | +7,883 | New |
| Assenagon Asset Management S.A. | 7,931 | $932.0K | 0.00% | +2,094+35.9% | Added |
| Mystic Asset Management, Inc. | 7,947 | $933.6K | 0.53% | +1,550+24.2% | Added |
| Goelzer Investment Management, Inc. | 7,973 | $936.7K | 0.08% | −83−1.0% | Reduced |
| Wetherby Asset Management Inc | 7,998 | $939.6K | 0.06% | +971+13.8% | Added |
| Bedel Financial Consulting, Inc. | 8,178 | $960.8K | 0.24% | −21−0.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,338 | $979.5K | 0.02% | −5,591−40.1% | Reduced |
| Metis Global Partners, LLC | 8,378 | $984.2K | 0.09% | +2,228+36.2% | Added |
| MidWestOne Financial Group, Inc. | 8,390 | $985.7K | 0.23% | +1,067+14.6% | Added |
| Everence Capital Management Inc | 8,469 | $995.0K | 0.09% | +2,710+47.1% | Added |
| M Holdings Securities, Inc. | 8,471 | $995.0K | 0.10% | +3,435+68.2% | Added |
| Natixis | 8,551 | $1.00M | 0.01% | −56,516−86.9% | Reduced |
| TBH Global Asset Management, LLC | 8,576 | $1.01M | 0.24% | +103+1.2% | Added |
| Richard Bernstein Advisors LLC | 8,729 | $1.03M | 0.02% | +8,729 | New |
| Lido Advisors, LLC | 8,755 | $1.03M | 0.02% | −9,624−52.4% | Reduced |
| Atria Investments LLC | 8,768 | $1.03M | 0.02% | +8,768 | New |
| Federation des caisses Desjardins du Quebec | 8,769 | $1.03M | 0.01% | 00.0% | Unchanged |
| Mark Asset Management LP | 9,072 | $1.07M | 0.25% | −442−4.6% | Reduced |
| Tower Research Capital LLC (TRC) | 9,068 | $1.07M | 0.04% | −3,576−28.3% | Reduced |
| NewEdge Wealth, LLC | 9,098 | $1.07M | 0.05% | −83−0.9% | Reduced |
| Financial Advocates Investment Management | 9,155 | $1.08M | 0.08% | +9,155 | New |
| TD Private Client Wealth LLC | 9,158 | $1.08M | 0.05% | +5,920+182.8% | Added |
| Meeder Advisory Services, Inc. | 9,179 | $1.08M | 0.14% | +9,179 | New |
| Edmond de Rothschild Holding S.A. | 9,242 | $1.09M | 0.03% | −7,774−45.7% | Reduced |
| Bayesian Capital Management, LP | 9,318 | $1.09M | 0.16% | +9,318 | New |
| Invst, LLC | 8,623 | $1.11M | 0.17% | −266−3.0% | Reduced |
| Paradigm Asset Management Co LLC | 9,545 | $1.12M | 0.31% | −17,500−64.7% | Reduced |
| Verition Fund Management LLC | 9,590 | $1.13M | 0.02% | −1,692−15.0% | Reduced |
| TD Waterhouse Canada Inc. | 9,610 | $1.13M | 0.01% | −226−2.3% | Reduced |
| KMG Fiduciary Partners, LLC | 9,616 | $1.13M | 0.19% | +21+0.2% | Added |
| Vanderbilt University | 9,723 | $1.14M | 0.29% | −583−5.7% | Reduced |
| Eqis Capital Management, Inc. | 9,732 | $1.14M | 0.13% | +1,353+16.1% | Added |
| BCGM Wealth Management, LLC | 9,807 | $1.15M | 0.56% | +1,400+16.7% | Added |
| Commerzbank Aktiengesellschaft | 9,854 | $1.16M | 0.07% | +1,492+17.8% | Added |
| Personal Cfo Solutions, LLC | 9,860 | $1.16M | 0.25% | +4,935+100.2% | Added |
| MBL Wealth, LLC | 9,998 | $1.18M | 0.22% | 00.0% | Unchanged |
| Greenleaf Trust | 10,107 | $1.19M | 0.02% | +2,270+29.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,247 | $1.20M | 0.03% | −1,911−15.7% | Reduced |
| Miracle Mile Advisors, LLC | 10,275 | $1.21M | 0.04% | +3,378+49.0% | Added |
| Seeyond | 10,570 | $1.24M | 0.12% | +2,126+25.2% | Added |
| Glassy Mountain Advisors, Inc. | 10,591 | $1.24M | 0.69% | +10,591 | New |
| Bluefin Capital Management, LLC | 10,600 | $1.25M | 0.22% | +4,625+77.4% | Added |
| Canandaigua National Corp | 10,826 | $1.27M | 0.22% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 10,195 | $1.28M | 0.35% | +892+9.6% | Added |
| Jeppson Wealth Management, LLC | 11,069 | $1.30M | 0.55% | +430+4.0% | Added |
| Ieq Capital, LLC | 11,088 | $1.30M | 0.04% | −3,623−24.6% | Reduced |
| National Asset Management, Inc. | 11,139 | $1.31M | 0.04% | +531+5.0% | Added |
| Titleist Asset Management, Ltd. | 11,160 | $1.31M | 0.31% | −871−7.2% | Reduced |
| Gofen & Glossberg LLC | 11,332 | $1.33M | 0.03% | +187+1.7% | Added |
| Pathstone Family Office, LLC | 13,975 | $1.34M | 0.03% | +5,797+70.9% | Added |
| Federated Hermes, Inc. | 11,390 | $1.34M | 0.00% | −27,597−70.8% | Reduced |
| New England Research & Management, Inc. | 11,420 | $1.34M | 0.77% | −325−2.8% | Reduced |
| Granger Management LLC | 11,453 | $1.35M | 0.59% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 11,688 | $1.35M | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 11,541 | $1.36M | 0.07% | −13,026−53.0% | Reduced |
| Advisors Asset Management, Inc. | 11,558 | $1.36M | 0.03% | +396+3.5% | Added |
| Vestmark Advisory Solutions, Inc. | 11,631 | $1.37M | 0.07% | +171+1.5% | Added |
| Bokf, NA | 11,642 | $1.37M | 0.03% | −1,055−8.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 11,714 | $1.38M | 0.52% | −200−1.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,731 | $1.38M | 0.12% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 11,784 | $1.38M | 0.04% | −2,056−14.9% | Reduced |
| Valeo Financial Advisors, LLC | 12,023 | $1.41M | 0.08% | +3,400+39.4% | Added |
| Radnor Capital Management, LLC | 11,918 | $1.43M | 0.35% | 00.0% | Unchanged |
| United Services Automobile Association | 12,317 | $1.45M | 0.03% | +286+2.4% | Added |
| Accuvest Global Advisors | 12,318 | $1.45M | 0.48% | +5,611+83.7% | Added |
| Cascade Investment Advisors, Inc. | 12,383 | $1.45M | 1.21% | −60−0.5% | Reduced |
| Howland Capital Management LLC | 12,384 | $1.45M | 0.09% | +1,000+8.8% | Added |
| Pacific Global Investment Management CO | 12,431 | $1.46M | 0.32% | +978+8.5% | Added |
| Investors Research Corp | 12,462 | $1.46M | 0.40% | +880+7.6% | Added |
| KG&L Capital Management,LLC | 12,543 | $1.47M | 0.85% | −1,180−8.6% | Reduced |
| AFS Financial Group, LLC | 12,612 | $1.48M | 1.05% | +12,612 | New |
| Veritable, L.P. | 12,613 | $1.48M | 0.03% | +378+3.1% | Added |
| Chilton Capital Management LLC | 12,614 | $1.48M | 0.09% | +18+0.1% | Added |
| PCG Wealth Advisors, LLC | 12,620 | $1.48M | 0.94% | +12,620 | New |
| Park Avenue Securities LLC | 12,823 | $1.51M | 0.03% | +171+1.4% | Added |
| Eagle Asset Management Inc | 12,891 | $1.51M | 0.01% | −389−2.9% | Reduced |
| Brookstone Capital Management | 12,803 | $1.52M | 0.03% | −30−0.2% | Reduced |
| SG Americas Securities, LLC | 13,072 | $1.54M | 0.02% | +1,682+14.8% | Added |
| Prudential PLC | 13,419 | $1.58M | 0.02% | +7,486+126.2% | Added |
| Mainstay Capital Management LLC | 13,470 | $1.58M | 0.35% | +405+3.1% | Added |
| ING Groep NV | 13,598 | $1.60M | 0.02% | +13,598 | New |