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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 12,823 | $1.51M | 0.03% | +171+1.4% | Added |
| PCG Wealth Advisors, LLC | 12,620 | $1.48M | 0.94% | +12,620 | New |
| Chilton Capital Management LLC | 12,614 | $1.48M | 0.09% | +18+0.1% | Added |
| Veritable, L.P. | 12,613 | $1.48M | 0.03% | +378+3.1% | Added |
| AFS Financial Group, LLC | 12,612 | $1.48M | 1.05% | +12,612 | New |
| KG&L Capital Management,LLC | 12,543 | $1.47M | 0.85% | −1,180−8.6% | Reduced |
| Investors Research Corp | 12,462 | $1.46M | 0.40% | +880+7.6% | Added |
| Pacific Global Investment Management CO | 12,431 | $1.46M | 0.32% | +978+8.5% | Added |
| Howland Capital Management LLC | 12,384 | $1.45M | 0.09% | +1,000+8.8% | Added |
| Cascade Investment Advisors, Inc. | 12,383 | $1.45M | 1.21% | −60−0.5% | Reduced |
| 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 |
| Radnor Capital Management, LLC | 11,918 | $1.43M | 0.35% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 12,023 | $1.41M | 0.08% | +3,400+39.4% | Added |
| Advisory Services Network, LLC | 11,784 | $1.38M | 0.04% | −2,056−14.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,731 | $1.38M | 0.12% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 11,714 | $1.38M | 0.52% | −200−1.7% | Reduced |
| Bokf, NA | 11,642 | $1.37M | 0.03% | −1,055−8.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,631 | $1.37M | 0.07% | +171+1.5% | Added |
| Advisors Asset Management, Inc. | 11,558 | $1.36M | 0.03% | +396+3.5% | Added |
| Leonteq Securities AG | 11,541 | $1.36M | 0.07% | −13,026−53.0% | Reduced |
| Meitav Dash Investments Ltd | 11,688 | $1.35M | 0.02% | 00.0% | Unchanged |
| Granger Management LLC | 11,453 | $1.35M | 0.59% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 11,420 | $1.34M | 0.77% | −325−2.8% | Reduced |
| Federated Hermes, Inc. | 11,390 | $1.34M | 0.00% | −27,597−70.8% | Reduced |
| Pathstone Family Office, LLC | 13,975 | $1.34M | 0.03% | +5,797+70.9% | Added |
| Gofen & Glossberg LLC | 11,332 | $1.33M | 0.03% | +187+1.7% | Added |
| Titleist Asset Management, Ltd. | 11,160 | $1.31M | 0.31% | −871−7.2% | Reduced |
| National Asset Management, Inc. | 11,139 | $1.31M | 0.04% | +531+5.0% | Added |
| Ieq Capital, LLC | 11,088 | $1.30M | 0.04% | −3,623−24.6% | Reduced |
| Jeppson Wealth Management, LLC | 11,069 | $1.30M | 0.55% | +430+4.0% | Added |
| Naviter Wealth, LLC | 10,195 | $1.28M | 0.35% | +892+9.6% | Added |
| Canandaigua National Corp | 10,826 | $1.27M | 0.22% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 10,600 | $1.25M | 0.22% | +4,625+77.4% | Added |
| Glassy Mountain Advisors, Inc. | 10,591 | $1.24M | 0.69% | +10,591 | New |
| Seeyond | 10,570 | $1.24M | 0.12% | +2,126+25.2% | Added |
| Miracle Mile Advisors, LLC | 10,275 | $1.21M | 0.04% | +3,378+49.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,247 | $1.20M | 0.03% | −1,911−15.7% | Reduced |
| Greenleaf Trust | 10,107 | $1.19M | 0.02% | +2,270+29.0% | Added |
| MBL Wealth, LLC | 9,998 | $1.18M | 0.22% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 9,860 | $1.16M | 0.25% | +4,935+100.2% | Added |
| Commerzbank Aktiengesellschaft | 9,854 | $1.16M | 0.07% | +1,492+17.8% | Added |
| BCGM Wealth Management, LLC | 9,807 | $1.15M | 0.56% | +1,400+16.7% | Added |
| Eqis Capital Management, Inc. | 9,732 | $1.14M | 0.13% | +1,353+16.1% | Added |
| Vanderbilt University | 9,723 | $1.14M | 0.29% | −583−5.7% | Reduced |
| KMG Fiduciary Partners, LLC | 9,616 | $1.13M | 0.19% | +21+0.2% | Added |
| TD Waterhouse Canada Inc. | 9,610 | $1.13M | 0.01% | −226−2.3% | Reduced |
| Verition Fund Management LLC | 9,590 | $1.13M | 0.02% | −1,692−15.0% | Reduced |
| Paradigm Asset Management Co LLC | 9,545 | $1.12M | 0.31% | −17,500−64.7% | Reduced |
| Invst, LLC | 8,623 | $1.11M | 0.17% | −266−3.0% | Reduced |
| Bayesian Capital Management, LP | 9,318 | $1.09M | 0.16% | +9,318 | New |
| Edmond de Rothschild Holding S.A. | 9,242 | $1.09M | 0.03% | −7,774−45.7% | Reduced |
| Meeder Advisory Services, Inc. | 9,179 | $1.08M | 0.14% | +9,179 | New |
| TD Private Client Wealth LLC | 9,158 | $1.08M | 0.05% | +5,920+182.8% | Added |
| Financial Advocates Investment Management | 9,155 | $1.08M | 0.08% | +9,155 | New |
| NewEdge Wealth, LLC | 9,098 | $1.07M | 0.05% | −83−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 9,068 | $1.07M | 0.04% | −3,576−28.3% | Reduced |
| Mark Asset Management LP | 9,072 | $1.07M | 0.25% | −442−4.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,769 | $1.03M | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 8,768 | $1.03M | 0.02% | +8,768 | New |
| Lido Advisors, LLC | 8,755 | $1.03M | 0.02% | −9,624−52.4% | Reduced |
| Richard Bernstein Advisors LLC | 8,729 | $1.03M | 0.02% | +8,729 | New |
| TBH Global Asset Management, LLC | 8,576 | $1.01M | 0.24% | +103+1.2% | Added |
| Natixis | 8,551 | $1.00M | 0.01% | −56,516−86.9% | Reduced |
| 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 |
| MidWestOne Financial Group, Inc. | 8,390 | $985.7K | 0.23% | +1,067+14.6% | Added |
| Metis Global Partners, LLC | 8,378 | $984.2K | 0.09% | +2,228+36.2% | Added |
| Williams Jones Wealth Management, LLC. | 8,338 | $979.5K | 0.02% | −5,591−40.1% | Reduced |
| Bedel Financial Consulting, Inc. | 8,178 | $960.8K | 0.24% | −21−0.3% | Reduced |
| Wetherby Asset Management Inc | 7,998 | $939.6K | 0.06% | +971+13.8% | Added |
| Goelzer Investment Management, Inc. | 7,973 | $936.7K | 0.08% | −83−1.0% | Reduced |
| Mystic Asset Management, Inc. | 7,947 | $933.6K | 0.53% | +1,550+24.2% | Added |
| Assenagon Asset Management S.A. | 7,931 | $932.0K | 0.00% | +2,094+35.9% | Added |
| Cipher Capital LP | 7,883 | $926.1K | 0.17% | +7,883 | New |
| Kinneret Advisory, LLC | 7,857 | $923.0K | 0.12% | −1,000−11.3% | Reduced |
| Erste Asset Management GmbH | 8,000 | $920.5K | 0.02% | +8,000 | New |
| Fiduciary Trust Co | 7,805 | $916.9K | 0.02% | −209−2.6% | Reduced |
| Toroso Investments, LLC | 7,633 | $897.0K | 0.03% | +553+7.8% | Added |
| Simmons Bank | 7,582 | $890.7K | 0.08% | +31+0.4% | Added |
| Illinois Municipal Retirement Fund | 7,454 | $876.0K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 7,363 | $865.0K | 0.01% | +2,196+42.5% | Added |
| Quantinno Capital Management LP | 7,237 | $850.0K | 0.06% | −4,951−40.6% | Reduced |
| Park Place Capital Corp | 7,216 | $848.0K | 0.24% | +7,216 | New |
| Dai-Ichi Life Insurance Company, Ltd | 7,199 | $845.7K | 0.02% | −12,000−62.5% | Reduced |
| Belpointe Asset Management LLC | 7,115 | $835.8K | 0.05% | −1,239−14.8% | Reduced |
| Private Advisor Group, LLC | 21,594 | $835.3K | 0.04% | +333+1.6% | Added |
| Panagora Asset Management Inc | 7,092 | $833.2K | 0.01% | +1,923+37.2% | Added |
| TTP Investments, Inc. | 7,070 | $830.7K | 0.88% | +598+9.2% | Added |
| Two Sigma Securities, LLC | 7,064 | $829.9K | 0.12% | +7,064 | New |
| Boenning & Scattergood, Inc. | 6,270 | $825.0K | 0.13% | −195−3.0% | Reduced |
| Gifford Fong Associates | 7,000 | $822.0K | 0.19% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,171 | $820.0K | 0.03% | −474−10.2% | Reduced |
| Future Financial Wealth Managment LLC | 6,938 | $815.1K | 0.93% | +327+4.9% | Added |
| TrueWealth Advisors, LLC | 6,920 | $813.0K | 0.36% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 6,826 | $801.9K | 0.12% | −615−8.3% | Reduced |
| F3Logic, LLC | 6,804 | $800.2K | 0.17% | −1,276−15.8% | Reduced |
| Gallagher Benefit Services, Inc. | 6,804 | $800.2K | 0.17% | +6,804 | New |
| TrimTabs Asset Management, LLC | 6,786 | $797.2K | 0.52% | −153−2.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,563 | $793.6K | 0.09% | +1,457+35.5% | Added |