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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 29,783 | $3.50M | 0.03% | +10,363+53.4% | Added |
| JustInvest LLC | 30,167 | $3.54M | 0.15% | +9,558+46.4% | Added |
| Edgestream Partners, L.P. | 30,239 | $3.55M | 0.40% | +30,239 | New |
| Penn Mutual Asset Management, LLC | 30,240 | $3.55M | 3.97% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 30,618 | $3.60M | 0.04% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 30,906 | $3.63M | 0.12% | +1,846+6.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 31,494 | $3.70M | 0.21% | +31,494 | New |
| Peapack Gladstone Financial Corp | 31,702 | $3.73M | 0.07% | −229−0.7% | Reduced |
| Atria Wealth Solutions, Inc. | 32,364 | $3.80M | 0.06% | +3,802+13.3% | Added |
| Mackenzie Financial Corp | 33,240 | $3.91M | 0.01% | +224+0.7% | Added |
| Tower Bridge Advisors | 33,300 | $3.91M | 0.32% | −850−2.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 33,650 | $3.95M | 0.06% | −10,500−23.8% | Reduced |
| Group One Trading, L.P. | 33,821 | $3.97M | 0.13% | +33,821 | New |
| Mariner, LLC | 33,996 | $3.99M | 0.01% | +251+0.7% | Added |
| Norinchukin Bank, The | 34,174 | $4.01M | 0.09% | −4,212−11.0% | Reduced |
| Captrust Financial Advisors | 34,885 | $4.10M | 0.02% | +5,214+17.6% | Added |
| Vestcor Inc | 34,902 | $4.10M | 0.15% | +5,809+20.0% | Added |
| Liberty Mutual Group Asset Management Inc. | 35,130 | $4.13M | 1.11% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 36,144 | $4.25M | 0.08% | +13,661+60.8% | Added |
| Candriam Luxembourg S.C.A. | 37,360 | $4.39M | 0.03% | −8,726−18.9% | Reduced |
| Czech National Bank | 38,261 | $4.49M | 0.12% | +226+0.6% | Added |
| South Dakota Investment Council | 38,382 | $4.51M | 0.10% | 00.0% | Unchanged |
| AXS Investments LLC | 40,304 | $4.73M | 1.69% | −14,013−25.8% | Reduced |
| McGinn Investment Management, Inc. | 40,560 | $4.76M | 3.43% | +8,485+26.5% | Added |
| Janus Henderson Group PLC | 40,736 | $4.79M | 0.00% | −1,403−3.3% | Reduced |
| Oppenheimer & Co Inc | 40,983 | $4.81M | 0.11% | +1,861+4.8% | Added |
| HGK Asset Management Inc | 41,000 | $4.82M | 1.64% | −1,658−3.9% | Reduced |
| National Bank of Canada | 41,719 | $4.90M | 0.01% | −4,700−10.1% | Reduced |
| Acadian Asset Management LLC | 42,071 | $4.94M | 0.02% | +13,567+47.6% | Added |
| Segall Bryant & Hamill, LLC | 43,220 | $5.08M | 0.06% | −120.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 43,656 | $5.13M | 0.01% | −379−0.9% | Reduced |
| Tocqueville Asset Management L.P. | 43,842 | $5.15M | 0.10% | −1,767−3.9% | Reduced |
| Vident Investment Advisory, LLC | 43,876 | $5.15M | 0.19% | +2,092+5.0% | Added |
| Winslow Asset Management Inc | 44,627 | $5.24M | 1.24% | −470−1.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 45,355 | $5.33M | 0.67% | −610−1.3% | Reduced |
| Ninety One UK Ltd | 45,524 | $5.35M | 0.02% | −8,765−16.1% | Reduced |
| Baird Financial Group, Inc. | 45,540 | $5.35M | 0.01% | −6,989−13.3% | Reduced |
| Texas Permanent School Fund | 46,406 | $5.45M | 0.08% | +135+0.3% | Added |
| Soltis Investment Advisors LLC | 46,570 | $5.47M | 0.72% | +7,593+19.5% | Added |
| Mutual of America Capital Management LLC | 46,707 | $5.49M | 0.07% | +1,381+3.0% | Added |
| CIBC Asset Management Inc | 47,337 | $5.56M | 0.02% | +3,170+7.2% | Added |
| Gardner Lewis Asset Management L P | 48,762 | $5.73M | 2.03% | −538−1.1% | Reduced |
| Alpha Omega Wealth Management LLC | 49,110 | $5.77M | 1.02% | +3,060+6.6% | Added |
| tru Independence LLC | 49,640 | $5.83M | 1.89% | +260+0.5% | Added |
| Wealthfront Advisers LLC | 49,749 | $5.84M | 0.03% | −3,011−5.7% | Reduced |
| Huntington National Bank | 49,841 | $5.86M | 0.06% | +3,217+6.9% | Added |
| Agf Management Ltd | 49,943 | $5.87M | 0.04% | +49,943 | New |
| Cambridge Investment Research Advisors, Inc. | 50,169 | $5.89M | 0.03% | +1,485+3.1% | Added |
| United Capital Financial Advisers, LLC | 50,174 | $5.89M | 0.03% | +925+1.9% | Added |
| M&T Bank Corp | 50,966 | $5.99M | 0.02% | +1,374+2.8% | Added |
| New York Life Investment Management LLC | 51,203 | $6.02M | 0.07% | −103−0.2% | Reduced |
| Janney Montgomery Scott LLC | 51,630 | $6.07M | 0.02% | −813−1.6% | Reduced |
| Pensionfund DSM Netherlands | 52,108 | $6.12M | 4.26% | 00.0% | Unchanged |
| Hoylecohen, LLC | 52,115 | $6.12M | 0.61% | +923+1.8% | Added |
| Everett Harris & Co | 52,392 | $6.16M | 0.11% | +3,355+6.8% | Added |
| Blair William & Co | 52,431 | $6.16M | 0.03% | −732−1.4% | Reduced |
| Public Employees Retirement Association of Colorado | 53,753 | $6.32M | 0.03% | −179−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 54,429 | $6.39M | 0.03% | −3,013−5.2% | Reduced |
| Hill Winds Capital LP | 55,000 | $6.46M | 3.28% | +55,000 | New |
| IFM Investors Pty Ltd | 55,214 | $6.49M | 0.11% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 55,265 | $6.49M | 0.05% | +7,383+15.4% | Added |
| Exchange Traded Concepts, LLC | 55,306 | $6.50M | 0.19% | +55,269+149,375.7% | Added |
| Gulf International Bank (UK) Ltd | 55,387 | $6.51M | 0.11% | 00.0% | Unchanged |
| Andra AP-fonden | 55,700 | $6.54M | 0.20% | −6,100−9.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 56,448 | $6.63M | 0.02% | +5,076+9.9% | Added |
| Hamilton Wealth, LLC | 57,167 | $6.72M | 2.73% | +48+0.1% | Added |
| Staley Capital Advisers Inc | 57,213 | $6.72M | 0.40% | +860+1.5% | Added |
| Putnam Investments LLC | 57,525 | $6.76M | 0.01% | −3,225−5.3% | Reduced |
| Biondo Investment Advisors, LLC | 58,038 | $6.82M | 1.52% | −205−0.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 59,254 | $6.96M | 0.05% | −1,419−2.3% | Reduced |
| Edgar Lomax Co | 59,505 | $6.99M | 0.42% | −565−0.9% | Reduced |
| MML Investors Services, LLC | 60,774 | $7.14M | 0.05% | +11,555+23.5% | Added |
| Mount Yale Investment Advisors, LLC | 60,816 | $7.14M | 0.81% | +186+0.3% | Added |
| Prana Capital Management, LP | 62,068 | $7.29M | 0.56% | +62,068 | New |
| Yousif Capital Management, LLC | 62,185 | $7.31M | 0.10% | +2,068+3.4% | Added |
| Bamco Inc | 62,490 | $7.34M | 0.02% | +44,816+253.6% | Added |
| Independent Advisor Alliance | 63,179 | $7.42M | 0.91% | −12,085−16.1% | Reduced |
| Whittier Trust Co | 63,426 | $7.45M | 0.14% | +1,682+2.7% | Added |
| Sound Income Strategies, LLC | 63,648 | $7.48M | 0.95% | +9,955+18.5% | Added |
| USS Investment Management Ltd | 63,980 | $7.52M | 0.11% | −6,900−9.7% | Reduced |
| Truist Financial Corp | 64,520 | $7.58M | 0.01% | −2,608−3.9% | Reduced |
| Financial Partners Capital Management LLC | 65,085 | $7.65M | 1.70% | +563+0.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 66,317 | $7.79M | 0.11% | +700+1.1% | Added |
| US Bancorp | 67,683 | $7.95M | 0.01% | +14,194+26.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 67,597 | $7.95M | 0.12% | +5,794+9.4% | Added |
| DnB Asset Management AS | 68,368 | $8.03M | 0.06% | −841−1.2% | Reduced |
| The PNC Financial Services Group, Inc. | 68,409 | $8.04M | 0.01% | +1,886+2.8% | Added |
| Nissay Asset Management Corp | 69,264 | $8.14M | 0.08% | −128−0.2% | Reduced |
| Creative Planning | 69,960 | $8.22M | 0.01% | −178−0.3% | Reduced |
| Comerica Bank | 65,932 | $8.24M | 0.06% | +1,506+2.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 70,252 | $8.25M | 0.17% | +2,341+3.4% | Added |
| Xponance, Inc. | 71,128 | $8.36M | 0.14% | +23,510+49.4% | Added |
| Mercer Global Advisors Inc | 71,861 | $8.44M | 0.04% | +5,113+7.7% | Added |
| Vert Asset Management LLC | 73,074 | $8.58M | 7.64% | +1,506+2.1% | Added |
| Greystone Financial Group, LLC | 73,306 | $8.61M | 2.53% | −1,338−1.8% | Reduced |
| Congress Asset Management Co | 73,416 | $8.62M | 0.09% | +735+1.0% | Added |
| Analyst IMS Investment Management Services Ltd. | 73,658 | $8.64M | 0.74% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 73,961 | $8.69M | 3.41% | −2,276−3.0% | Reduced |
| Swiss Life Asset Management Ltd | 73,985 | $8.71M | 0.15% | +2,854+4.0% | Added |
| Public Sector Pension Investment Board | 75,842 | $8.91M | 0.07% | +15,459+25.6% | Added |