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 |
|---|---|---|---|---|---|
| Summit Global Investments | 29,031 | $3.41M | 0.29% | −128−0.4% | Reduced |
| Metropolitan Life Insurance Co | 29,032 | $3.41M | 0.15% | −223−0.8% | Reduced |
| Miller Value Partners, LLC | 29,000 | $3.41M | 0.22% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 28,310 | $3.33M | 1.19% | +1,222+4.5% | Added |
| Lockheed Martin Investment Management Co | 28,079 | $3.30M | 0.22% | +3,100+12.4% | Added |
| Capstone Investment Advisors, LLC | 28,008 | $3.29M | 0.09% | −47,903−63.1% | Reduced |
| Altshuler Shaham Ltd | 27,565 | $3.24M | 0.13% | −11,780−29.9% | Reduced |
| Concentric Wealth Management, LLC | 27,296 | $3.21M | 1.10% | +510+1.9% | Added |
| Oppenheimer Asset Management Inc. | 26,845 | $3.15M | 0.05% | −1,799−6.3% | Reduced |
| Securian Asset Management, Inc | 26,768 | $3.14M | 0.09% | −443−1.6% | Reduced |
| Waters Parkerson & Co., LLC | 26,730 | $3.14M | 0.19% | +4,675+21.2% | Added |
| CI Private Wealth, LLC | 26,057 | $3.06M | 0.01% | +26,057 | New |
| DuPont Capital Management Corp | 26,029 | $3.06M | 0.14% | −4,035−13.4% | Reduced |
| Bank of Nova Scotia | 25,897 | $3.04M | 0.01% | +8,242+46.7% | Added |
| Steward Partners Investment Advisory, LLC | 25,771 | $3.03M | 0.05% | −1,767−6.4% | Reduced |
| Kentucky Retirement Systems | 25,737 | $3.02M | 0.12% | +113+0.4% | Added |
| Maryland State Retirement & Pension System | 25,652 | $3.01M | 0.09% | +25,652 | New |
| Ethic Inc. | 25,472 | $2.99M | 0.16% | +8,555+50.6% | Added |
| Whittier Trust Co of Nevada Inc | 25,464 | $2.99M | 0.12% | −3,233−11.3% | Reduced |
| Elo Mutual Pension Insurance Co | 25,434 | $2.99M | 0.10% | +752+3.0% | Added |
| Grassi Investment Management | 25,245 | $2.97M | 0.40% | +56+0.2% | Added |
| Adell Harriman & Carpenter Inc | 25,080 | $2.95M | 0.34% | +5,385+27.3% | Added |
| Argonautica Private Wealth Management, Inc | 24,783 | $2.91M | 1.49% | +24,783 | New |
| Fifth Third Bancorp | 24,537 | $2.88M | 0.01% | −1,284−5.0% | Reduced |
| Crossmark Global Holdings, Inc. | 24,418 | $2.87M | 0.07% | +688+2.9% | Added |
| Mitchell Capital Management Co | 24,412 | $2.87M | 0.79% | +91+0.4% | Added |
| Cetera Advisor Networks LLC | 24,299 | $2.85M | 0.02% | +14,023+136.5% | Added |
| Ontario Teachers Pension Plan Board | 24,162 | $2.84M | 0.03% | −3,942−14.0% | Reduced |
| Great Valley Advisor Group, Inc. | 24,135 | $2.84M | 0.14% | −823−3.3% | Reduced |
| Walleye Trading LLC | 24,024 | $2.82M | 0.07% | +24,024 | New |
| Spirit of America Management Corp | 23,700 | $2.78M | 0.62% | −7,600−24.3% | Reduced |
| Hartford Investment Management Co | 23,626 | $2.78M | 0.08% | −7,445−24.0% | Reduced |
| Black Swift Group, LLC | 23,515 | $2.76M | 1.11% | −11,110−32.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 23,418 | $2.75M | 0.05% | +411+1.8% | Added |
| SAM Advisors, LLC | 23,198 | $2.73M | 1.20% | −746−3.1% | Reduced |
| Pensionfund Sabic | 22,806 | $2.68M | 0.87% | 00.0% | Unchanged |
| Fiduciary Group LLC | 22,791 | $2.68M | 0.36% | +1,304+6.1% | Added |
| Foster & Motley Inc | 22,329 | $2.62M | 0.22% | −2,615−10.5% | Reduced |
| Fred Alger Management, LLC | 22,218 | $2.61M | 0.01% | +2,080+10.3% | Added |
| Jessup Wealth Management, Inc | 22,192 | $2.61M | 1.65% | +22,192 | New |
| Kiwi Wealth Investments Limited Partnership | 21,773 | $2.56M | 0.17% | +21,773 | New |
| Wright Investors Service Inc | 21,709 | $2.55M | 0.73% | +29+0.1% | Added |
| Truvestments Capital LLC | 21,646 | $2.54M | 1.43% | +732+3.5% | Added |
| Yarbrough Capital, LLC | 21,500 | $2.53M | 0.20% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 21,481 | $2.52M | 0.14% | −17,077−44.3% | Reduced |
| Glenmede Trust Co NA | 21,350 | $2.51M | 0.01% | −1,533−6.7% | Reduced |
| Jefferies Financial Group Inc. | 21,214 | $2.49M | 0.04% | +21,214 | New |
| Louisiana State Employees Retirement System | 21,100 | $2.48M | 0.07% | +200+1.0% | Added |
| GAM Holding AG | 20,006 | $2.35M | 0.19% | +10.0% | Added |
| Intact Investment Management Inc. | 20,000 | $2.35M | 0.10% | −4,900−19.7% | Reduced |
| Fortem Financial Group, LLC | 19,706 | $2.32M | 1.36% | −674−3.3% | Reduced |
| Lake Street Advisors Group, LLC | 19,546 | $2.30M | 0.15% | −1,906−8.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 19,294 | $2.27M | 0.25% | +112+0.6% | Added |
| Integrated Advisors Network LLC | 19,263 | $2.26M | 0.15% | +88+0.5% | Added |
| Cullinan Associates Inc | 19,030 | $2.24M | 0.12% | −7,085−27.1% | Reduced |
| AE Wealth Management LLC | 18,832 | $2.21M | 0.02% | −1,597−7.8% | Reduced |
| Financial Management Network Inc | 17,934 | $2.17M | 0.97% | +795+4.6% | Added |
| Icon Wealth Advisors, LLC | 18,219 | $2.14M | 0.25% | −12,016−39.7% | Reduced |
| D.A. Davidson & Co. | 18,014 | $2.12M | 0.02% | +830+4.8% | Added |
| Snowden Capital Advisors LLC | 17,897 | $2.10M | 0.09% | +4,356+32.2% | Added |
| Pendal Group Limited | 17,820 | $2.09M | 0.02% | +6,849+62.4% | Added |
| Phocas Financial Corp. | 17,656 | $2.07M | 0.30% | −56−0.3% | Reduced |
| Ami Investment Management Inc | 17,605 | $2.07M | 1.07% | −520−2.9% | Reduced |
| Wellington Shields Capital Management, LLC | 17,525 | $2.06M | 0.25% | −400−2.2% | Reduced |
| Omers Administration Corp | 17,500 | $2.06M | 0.03% | +17,500 | New |
| Jane Street Group, LLC | 17,438 | $2.05M | 0.00% | −22,236−56.0% | Reduced |
| Lodestone Wealth Management LLC | 17,389 | $2.04M | 1.65% | +17,389 | New |
| Great Lakes Advisors, LLC | 16,755 | $1.97M | 0.11% | −14,721−46.8% | Reduced |
| Commerce Bank | 16,646 | $1.96M | 0.02% | +1,089+7.0% | Added |
| Clough Capital Partners L P | 16,400 | $1.93M | 0.20% | +16,400 | New |
| Donoghue Forlines LLC | 16,129 | $1.89M | 0.67% | +7,217+81.0% | Added |
| Carret Asset Management, LLC | 16,103 | $1.89M | 0.26% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 16,066 | $1.89M | 0.49% | +89+0.6% | Added |
| Arbor Capital Management Inc | 15,993 | $1.88M | 1.67% | +1,130+7.6% | Added |
| Alpine Woods Capital Investors, LLC | 15,836 | $1.86M | 0.27% | −255−1.6% | Reduced |
| New Mexico Educational Retirement Board | 15,595 | $1.83M | 0.10% | −1,200−7.1% | Reduced |
| Cunning Capital Partners, LP | 15,565 | $1.83M | 1.29% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 15,278 | $1.79M | 0.24% | +15,278 | New |
| Madison Wealth Management | 15,260 | $1.79M | 0.41% | +3,900+34.3% | Added |
| Achmea Investment Management B.V. | 16,199 | $1.78M | 0.06% | +359+2.3% | Added |
| Cascade Investment Group, Inc. | 15,165 | $1.78M | 1.85% | +15,165 | New |
| Bridgewater Associates, LP | 15,031 | $1.77M | 0.01% | −27,611−64.8% | Reduced |
| New Potomac Partners, LLC | 14,797 | $1.74M | 1.29% | −8,831−37.4% | Reduced |
| International Assets Investment Management, LLC | 14,782 | $1.74M | 0.18% | +14,782 | New |
| Tredje AP-fonden | 14,742 | $1.73M | 0.03% | 00.0% | Unchanged |
| LMR Partners LLP | 14,560 | $1.71M | 0.04% | +11,768+421.5% | Added |
| DoubleLine ETF Adviser LP | 14,533 | $1.71M | 0.88% | +14,533 | New |
| Jaffetilchin Investment Partners, LLC | 14,397 | $1.69M | 0.21% | −293−2.0% | Reduced |
| Gotham Asset Management, LLC | 14,139 | $1.66M | 0.05% | −2,028−12.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 14,121 | $1.66M | 0.25% | +643+4.8% | Added |
| Advisor Partners II, LLC | 14,105 | $1.66M | 0.10% | +2,988+26.9% | Added |
| E. Ohman J:or Asset Management AB | 14,100 | $1.66M | 0.07% | −1,000−6.6% | Reduced |
| Flagship Harbor Advisors, LLC | 13,996 | $1.64M | 0.17% | +98+0.7% | Added |
| Joho Capital LLC | 13,970 | $1.64M | 0.53% | 00.0% | Unchanged |
| ING Groep NV | 13,598 | $1.60M | 0.02% | +13,598 | New |
| Mainstay Capital Management LLC | 13,470 | $1.58M | 0.35% | +405+3.1% | Added |
| Prudential PLC | 13,419 | $1.58M | 0.02% | +7,486+126.2% | Added |
| SG Americas Securities, LLC | 13,072 | $1.54M | 0.02% | +1,682+14.8% | Added |
| Brookstone Capital Management | 12,803 | $1.52M | 0.03% | −30−0.2% | Reduced |
| Eagle Asset Management Inc | 12,891 | $1.51M | 0.01% | −389−2.9% | Reduced |