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 |
|---|---|---|---|---|---|
| Joho Capital LLC | 13,970 | $1.64M | 0.53% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 13,996 | $1.64M | 0.17% | +98+0.7% | Added |
| E. Ohman J:or Asset Management AB | 14,100 | $1.66M | 0.07% | −1,000−6.6% | Reduced |
| Advisor Partners II, LLC | 14,105 | $1.66M | 0.10% | +2,988+26.9% | Added |
| Hudson Valley Investment Advisors Inc | 14,121 | $1.66M | 0.25% | +643+4.8% | Added |
| Gotham Asset Management, LLC | 14,139 | $1.66M | 0.05% | −2,028−12.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 14,397 | $1.69M | 0.21% | −293−2.0% | Reduced |
| DoubleLine ETF Adviser LP | 14,533 | $1.71M | 0.88% | +14,533 | New |
| LMR Partners LLP | 14,560 | $1.71M | 0.04% | +11,768+421.5% | Added |
| Tredje AP-fonden | 14,742 | $1.73M | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 14,782 | $1.74M | 0.18% | +14,782 | New |
| New Potomac Partners, LLC | 14,797 | $1.74M | 1.29% | −8,831−37.4% | Reduced |
| Bridgewater Associates, LP | 15,031 | $1.77M | 0.01% | −27,611−64.8% | Reduced |
| Cascade Investment Group, Inc. | 15,165 | $1.78M | 1.85% | +15,165 | New |
| Achmea Investment Management B.V. | 16,199 | $1.78M | 0.06% | +359+2.3% | Added |
| Madison Wealth Management | 15,260 | $1.79M | 0.41% | +3,900+34.3% | Added |
| Redwood Investment Management, LLC | 15,278 | $1.79M | 0.24% | +15,278 | New |
| Cunning Capital Partners, LP | 15,565 | $1.83M | 1.29% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 15,595 | $1.83M | 0.10% | −1,200−7.1% | Reduced |
| Alpine Woods Capital Investors, LLC | 15,836 | $1.86M | 0.27% | −255−1.6% | Reduced |
| Arbor Capital Management Inc | 15,993 | $1.88M | 1.67% | +1,130+7.6% | Added |
| Peak Asset Management, LLC | 16,066 | $1.89M | 0.49% | +89+0.6% | Added |
| Carret Asset Management, LLC | 16,103 | $1.89M | 0.26% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 16,129 | $1.89M | 0.67% | +7,217+81.0% | Added |
| Clough Capital Partners L P | 16,400 | $1.93M | 0.20% | +16,400 | New |
| Commerce Bank | 16,646 | $1.96M | 0.02% | +1,089+7.0% | Added |
| Great Lakes Advisors, LLC | 16,755 | $1.97M | 0.11% | −14,721−46.8% | Reduced |
| Lodestone Wealth Management LLC | 17,389 | $2.04M | 1.65% | +17,389 | New |
| Jane Street Group, LLC | 17,438 | $2.05M | 0.00% | −22,236−56.0% | Reduced |
| Omers Administration Corp | 17,500 | $2.06M | 0.03% | +17,500 | New |
| Wellington Shields Capital Management, LLC | 17,525 | $2.06M | 0.25% | −400−2.2% | Reduced |
| Ami Investment Management Inc | 17,605 | $2.07M | 1.07% | −520−2.9% | Reduced |
| Phocas Financial Corp. | 17,656 | $2.07M | 0.30% | −56−0.3% | Reduced |
| Pendal Group Limited | 17,820 | $2.09M | 0.02% | +6,849+62.4% | Added |
| Snowden Capital Advisors LLC | 17,897 | $2.10M | 0.09% | +4,356+32.2% | Added |
| D.A. Davidson & Co. | 18,014 | $2.12M | 0.02% | +830+4.8% | Added |
| Icon Wealth Advisors, LLC | 18,219 | $2.14M | 0.25% | −12,016−39.7% | Reduced |
| Financial Management Network Inc | 17,934 | $2.17M | 0.97% | +795+4.6% | Added |
| AE Wealth Management LLC | 18,832 | $2.21M | 0.02% | −1,597−7.8% | Reduced |
| Cullinan Associates Inc | 19,030 | $2.24M | 0.12% | −7,085−27.1% | Reduced |
| Integrated Advisors Network LLC | 19,263 | $2.26M | 0.15% | +88+0.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 19,294 | $2.27M | 0.25% | +112+0.6% | Added |
| Lake Street Advisors Group, LLC | 19,546 | $2.30M | 0.15% | −1,906−8.9% | Reduced |
| Fortem Financial Group, LLC | 19,706 | $2.32M | 1.36% | −674−3.3% | Reduced |
| Intact Investment Management Inc. | 20,000 | $2.35M | 0.10% | −4,900−19.7% | Reduced |
| GAM Holding AG | 20,006 | $2.35M | 0.19% | +10.0% | Added |
| Louisiana State Employees Retirement System | 21,100 | $2.48M | 0.07% | +200+1.0% | Added |
| Jefferies Financial Group Inc. | 21,214 | $2.49M | 0.04% | +21,214 | New |
| Glenmede Trust Co NA | 21,350 | $2.51M | 0.01% | −1,533−6.7% | Reduced |
| Gluskin Sheff & Assoc Inc | 21,481 | $2.52M | 0.14% | −17,077−44.3% | Reduced |
| Yarbrough Capital, LLC | 21,500 | $2.53M | 0.20% | 00.0% | Unchanged |
| Truvestments Capital LLC | 21,646 | $2.54M | 1.43% | +732+3.5% | Added |
| Wright Investors Service Inc | 21,709 | $2.55M | 0.73% | +29+0.1% | Added |
| Kiwi Wealth Investments Limited Partnership | 21,773 | $2.56M | 0.17% | +21,773 | New |
| Jessup Wealth Management, Inc | 22,192 | $2.61M | 1.65% | +22,192 | New |
| Fred Alger Management, LLC | 22,218 | $2.61M | 0.01% | +2,080+10.3% | Added |
| Foster & Motley Inc | 22,329 | $2.62M | 0.22% | −2,615−10.5% | Reduced |
| Fiduciary Group LLC | 22,791 | $2.68M | 0.36% | +1,304+6.1% | Added |
| Pensionfund Sabic | 22,806 | $2.68M | 0.87% | 00.0% | Unchanged |
| SAM Advisors, LLC | 23,198 | $2.73M | 1.20% | −746−3.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 23,418 | $2.75M | 0.05% | +411+1.8% | Added |
| Black Swift Group, LLC | 23,515 | $2.76M | 1.11% | −11,110−32.1% | Reduced |
| Hartford Investment Management Co | 23,626 | $2.78M | 0.08% | −7,445−24.0% | Reduced |
| Spirit of America Management Corp | 23,700 | $2.78M | 0.62% | −7,600−24.3% | Reduced |
| Walleye Trading LLC | 24,024 | $2.82M | 0.07% | +24,024 | New |
| Great Valley Advisor Group, Inc. | 24,135 | $2.84M | 0.14% | −823−3.3% | Reduced |
| Ontario Teachers Pension Plan Board | 24,162 | $2.84M | 0.03% | −3,942−14.0% | Reduced |
| Cetera Advisor Networks LLC | 24,299 | $2.85M | 0.02% | +14,023+136.5% | Added |
| Mitchell Capital Management Co | 24,412 | $2.87M | 0.79% | +91+0.4% | Added |
| Crossmark Global Holdings, Inc. | 24,418 | $2.87M | 0.07% | +688+2.9% | Added |
| Fifth Third Bancorp | 24,537 | $2.88M | 0.01% | −1,284−5.0% | Reduced |
| Argonautica Private Wealth Management, Inc | 24,783 | $2.91M | 1.49% | +24,783 | New |
| Adell Harriman & Carpenter Inc | 25,080 | $2.95M | 0.34% | +5,385+27.3% | Added |
| Grassi Investment Management | 25,245 | $2.97M | 0.40% | +56+0.2% | Added |
| Elo Mutual Pension Insurance Co | 25,434 | $2.99M | 0.10% | +752+3.0% | Added |
| Whittier Trust Co of Nevada Inc | 25,464 | $2.99M | 0.12% | −3,233−11.3% | Reduced |
| Ethic Inc. | 25,472 | $2.99M | 0.16% | +8,555+50.6% | Added |
| Maryland State Retirement & Pension System | 25,652 | $3.01M | 0.09% | +25,652 | New |
| Kentucky Retirement Systems | 25,737 | $3.02M | 0.12% | +113+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 25,771 | $3.03M | 0.05% | −1,767−6.4% | Reduced |
| Bank of Nova Scotia | 25,897 | $3.04M | 0.01% | +8,242+46.7% | Added |
| DuPont Capital Management Corp | 26,029 | $3.06M | 0.14% | −4,035−13.4% | Reduced |
| CI Private Wealth, LLC | 26,057 | $3.06M | 0.01% | +26,057 | New |
| Waters Parkerson & Co., LLC | 26,730 | $3.14M | 0.19% | +4,675+21.2% | Added |
| Securian Asset Management, Inc | 26,768 | $3.14M | 0.09% | −443−1.6% | Reduced |
| Oppenheimer Asset Management Inc. | 26,845 | $3.15M | 0.05% | −1,799−6.3% | Reduced |
| Concentric Wealth Management, LLC | 27,296 | $3.21M | 1.10% | +510+1.9% | Added |
| Altshuler Shaham Ltd | 27,565 | $3.24M | 0.13% | −11,780−29.9% | Reduced |
| Capstone Investment Advisors, LLC | 28,008 | $3.29M | 0.09% | −47,903−63.1% | Reduced |
| Lockheed Martin Investment Management Co | 28,079 | $3.30M | 0.22% | +3,100+12.4% | Added |
| Redmond Asset Management, LLC | 28,310 | $3.33M | 1.19% | +1,222+4.5% | Added |
| Miller Value Partners, LLC | 29,000 | $3.41M | 0.22% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 29,032 | $3.41M | 0.15% | −223−0.8% | Reduced |
| Summit Global Investments | 29,031 | $3.41M | 0.29% | −128−0.4% | Reduced |
| British Columbia Investment Management Corp | 29,049 | $3.41M | 0.04% | −3,460−10.6% | Reduced |
| Condor Capital Management | 29,113 | $3.42M | 0.43% | +393+1.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 29,122 | $3.42M | 0.02% | +3,204+12.4% | Added |
| Cetera Investment Advisers | 29,247 | $3.44M | 0.03% | +19,314+194.4% | Added |
| Simplex Trading, LLC | 29,589 | $3.48M | 0.17% | +29,589 | New |
| Lincluden Management Ltd | 29,726 | $3.49M | 0.41% | −953−3.1% | Reduced |