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 |
|---|---|---|---|---|---|
| Vert Asset Management LLC | 73,074 | $8.58M | 7.64% | +1,506+2.1% | Added |
| Mercer Global Advisors Inc | 71,861 | $8.44M | 0.04% | +5,113+7.7% | Added |
| Xponance, Inc. | 71,128 | $8.36M | 0.14% | +23,510+49.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 70,252 | $8.25M | 0.17% | +2,341+3.4% | Added |
| Comerica Bank | 65,932 | $8.24M | 0.06% | +1,506+2.3% | Added |
| Creative Planning | 69,960 | $8.22M | 0.01% | −178−0.3% | Reduced |
| Nissay Asset Management Corp | 69,264 | $8.14M | 0.08% | −128−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 68,409 | $8.04M | 0.01% | +1,886+2.8% | Added |
| DnB Asset Management AS | 68,368 | $8.03M | 0.06% | −841−1.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 67,597 | $7.95M | 0.12% | +5,794+9.4% | Added |
| US Bancorp | 67,683 | $7.95M | 0.01% | +14,194+26.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 66,317 | $7.79M | 0.11% | +700+1.1% | Added |
| Financial Partners Capital Management LLC | 65,085 | $7.65M | 1.70% | +563+0.9% | Added |
| Truist Financial Corp | 64,520 | $7.58M | 0.01% | −2,608−3.9% | Reduced |
| USS Investment Management Ltd | 63,980 | $7.52M | 0.11% | −6,900−9.7% | Reduced |
| Sound Income Strategies, LLC | 63,648 | $7.48M | 0.95% | +9,955+18.5% | Added |
| Whittier Trust Co | 63,426 | $7.45M | 0.14% | +1,682+2.7% | Added |
| Independent Advisor Alliance | 63,179 | $7.42M | 0.91% | −12,085−16.1% | Reduced |
| Bamco Inc | 62,490 | $7.34M | 0.02% | +44,816+253.6% | Added |
| Yousif Capital Management, LLC | 62,185 | $7.31M | 0.10% | +2,068+3.4% | Added |
| Prana Capital Management, LP | 62,068 | $7.29M | 0.56% | +62,068 | New |
| Mount Yale Investment Advisors, LLC | 60,816 | $7.14M | 0.81% | +186+0.3% | Added |
| MML Investors Services, LLC | 60,774 | $7.14M | 0.05% | +11,555+23.5% | Added |
| Edgar Lomax Co | 59,505 | $6.99M | 0.42% | −565−0.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 59,254 | $6.96M | 0.05% | −1,419−2.3% | Reduced |
| Biondo Investment Advisors, LLC | 58,038 | $6.82M | 1.52% | −205−0.4% | Reduced |
| Putnam Investments LLC | 57,525 | $6.76M | 0.01% | −3,225−5.3% | Reduced |
| Staley Capital Advisers Inc | 57,213 | $6.72M | 0.40% | +860+1.5% | Added |
| Hamilton Wealth, LLC | 57,167 | $6.72M | 2.73% | +48+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 56,448 | $6.63M | 0.02% | +5,076+9.9% | Added |
| Andra AP-fonden | 55,700 | $6.54M | 0.20% | −6,100−9.9% | Reduced |
| Gulf International Bank (UK) Ltd | 55,387 | $6.51M | 0.11% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 55,306 | $6.50M | 0.19% | +55,269+149,375.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 55,265 | $6.49M | 0.05% | +7,383+15.4% | Added |
| IFM Investors Pty Ltd | 55,214 | $6.49M | 0.11% | 00.0% | Unchanged |
| Hill Winds Capital LP | 55,000 | $6.46M | 3.28% | +55,000 | New |
| Rockefeller Capital Management L.P. | 54,429 | $6.39M | 0.03% | −3,013−5.2% | Reduced |
| Public Employees Retirement Association of Colorado | 53,753 | $6.32M | 0.03% | −179−0.3% | Reduced |
| Blair William & Co | 52,431 | $6.16M | 0.03% | −732−1.4% | Reduced |
| Everett Harris & Co | 52,392 | $6.16M | 0.11% | +3,355+6.8% | Added |
| Hoylecohen, LLC | 52,115 | $6.12M | 0.61% | +923+1.8% | Added |
| Pensionfund DSM Netherlands | 52,108 | $6.12M | 4.26% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 51,630 | $6.07M | 0.02% | −813−1.6% | Reduced |
| New York Life Investment Management LLC | 51,203 | $6.02M | 0.07% | −103−0.2% | Reduced |
| M&T Bank Corp | 50,966 | $5.99M | 0.02% | +1,374+2.8% | Added |
| United Capital Financial Advisers, LLC | 50,174 | $5.89M | 0.03% | +925+1.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 50,169 | $5.89M | 0.03% | +1,485+3.1% | Added |
| Agf Management Ltd | 49,943 | $5.87M | 0.04% | +49,943 | New |
| Huntington National Bank | 49,841 | $5.86M | 0.06% | +3,217+6.9% | Added |
| Wealthfront Advisers LLC | 49,749 | $5.84M | 0.03% | −3,011−5.7% | Reduced |
| tru Independence LLC | 49,640 | $5.83M | 1.89% | +260+0.5% | Added |
| Alpha Omega Wealth Management LLC | 49,110 | $5.77M | 1.02% | +3,060+6.6% | Added |
| Gardner Lewis Asset Management L P | 48,762 | $5.73M | 2.03% | −538−1.1% | Reduced |
| CIBC Asset Management Inc | 47,337 | $5.56M | 0.02% | +3,170+7.2% | Added |
| Mutual of America Capital Management LLC | 46,707 | $5.49M | 0.07% | +1,381+3.0% | Added |
| Soltis Investment Advisors LLC | 46,570 | $5.47M | 0.72% | +7,593+19.5% | Added |
| Texas Permanent School Fund | 46,406 | $5.45M | 0.08% | +135+0.3% | Added |
| Baird Financial Group, Inc. | 45,540 | $5.35M | 0.01% | −6,989−13.3% | Reduced |
| Ninety One UK Ltd | 45,524 | $5.35M | 0.02% | −8,765−16.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 45,355 | $5.33M | 0.67% | −610−1.3% | Reduced |
| Winslow Asset Management Inc | 44,627 | $5.24M | 1.24% | −470−1.0% | Reduced |
| Vident Investment Advisory, LLC | 43,876 | $5.15M | 0.19% | +2,092+5.0% | Added |
| Tocqueville Asset Management L.P. | 43,842 | $5.15M | 0.10% | −1,767−3.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 43,656 | $5.13M | 0.01% | −379−0.9% | Reduced |
| Segall Bryant & Hamill, LLC | 43,220 | $5.08M | 0.06% | −120.0% | Reduced |
| Acadian Asset Management LLC | 42,071 | $4.94M | 0.02% | +13,567+47.6% | Added |
| National Bank of Canada | 41,719 | $4.90M | 0.01% | −4,700−10.1% | Reduced |
| HGK Asset Management Inc | 41,000 | $4.82M | 1.64% | −1,658−3.9% | Reduced |
| Oppenheimer & Co Inc | 40,983 | $4.81M | 0.11% | +1,861+4.8% | Added |
| Janus Henderson Group PLC | 40,736 | $4.79M | 0.00% | −1,403−3.3% | Reduced |
| McGinn Investment Management, Inc. | 40,560 | $4.76M | 3.43% | +8,485+26.5% | Added |
| AXS Investments LLC | 40,304 | $4.73M | 1.69% | −14,013−25.8% | Reduced |
| South Dakota Investment Council | 38,382 | $4.51M | 0.10% | 00.0% | Unchanged |
| Czech National Bank | 38,261 | $4.49M | 0.12% | +226+0.6% | Added |
| Candriam Luxembourg S.C.A. | 37,360 | $4.39M | 0.03% | −8,726−18.9% | Reduced |
| Beacon Pointe Advisors, LLC | 36,144 | $4.25M | 0.08% | +13,661+60.8% | Added |
| Liberty Mutual Group Asset Management Inc. | 35,130 | $4.13M | 1.11% | 00.0% | Unchanged |
| Vestcor Inc | 34,902 | $4.10M | 0.15% | +5,809+20.0% | Added |
| Captrust Financial Advisors | 34,885 | $4.10M | 0.02% | +5,214+17.6% | Added |
| Norinchukin Bank, The | 34,174 | $4.01M | 0.09% | −4,212−11.0% | Reduced |
| Mariner, LLC | 33,996 | $3.99M | 0.01% | +251+0.7% | Added |
| Group One Trading, L.P. | 33,821 | $3.97M | 0.13% | +33,821 | New |
| Thompson Siegel & Walmsley LLC | 33,650 | $3.95M | 0.06% | −10,500−23.8% | Reduced |
| Tower Bridge Advisors | 33,300 | $3.91M | 0.32% | −850−2.5% | Reduced |
| Mackenzie Financial Corp | 33,240 | $3.91M | 0.01% | +224+0.7% | Added |
| Atria Wealth Solutions, Inc. | 32,364 | $3.80M | 0.06% | +3,802+13.3% | Added |
| Peapack Gladstone Financial Corp | 31,702 | $3.73M | 0.07% | −229−0.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 31,494 | $3.70M | 0.21% | +31,494 | New |
| Boothbay Fund Management, LLC | 30,906 | $3.63M | 0.12% | +1,846+6.4% | Added |
| Teachers Retirement System of the State of Kentucky | 30,618 | $3.60M | 0.04% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 30,240 | $3.55M | 3.97% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 30,239 | $3.55M | 0.40% | +30,239 | New |
| JustInvest LLC | 30,167 | $3.54M | 0.15% | +9,558+46.4% | Added |
| Rafferty Asset Management, LLC | 29,783 | $3.50M | 0.03% | +10,363+53.4% | Added |
| Lincluden Management Ltd | 29,726 | $3.49M | 0.41% | −953−3.1% | Reduced |
| Simplex Trading, LLC | 29,589 | $3.48M | 0.17% | +29,589 | New |
| Cetera Investment Advisers | 29,247 | $3.44M | 0.03% | +19,314+194.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 29,122 | $3.42M | 0.02% | +3,204+12.4% | Added |
| Condor Capital Management | 29,113 | $3.42M | 0.43% | +393+1.4% | Added |
| British Columbia Investment Management Corp | 29,049 | $3.41M | 0.04% | −3,460−10.6% | Reduced |