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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.

Institutional holdersQ4 2022: 996 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ4 2022: $33.1B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$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.

Institutions holding SPG in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Ossiam3,923$460.9K0.01%+1,496+61.6%Added
Triumph Capital Management3,910$459.4K0.25%+3,910New
Avantax Advisory Services, Inc.3,907$459.0K0.01%+614+18.6%Added
Augustine Asset Management Inc3,905$458.8K0.25%−32−0.8%Reduced
Alps Advisors Inc3,866$454.2K0.00%−1,167−23.2%Reduced
Ninety One SA (PTY) Ltd3,893$452.8K0.15%00.0%Unchanged
Perigon Wealth Management, LLC3,853$452.7K0.03%+1,296+50.7%Added
Sage Investment Advisers LLC3,848$452.0K0.64%+109+2.9%Added
Mogy Joel R Investment Counsel Inc3,840$451.1K0.05%+190+5.2%Added
Capital Investment Advisors, LLC3,843$451.0K0.01%−40−1.0%Reduced
First Hawaiian Bank3,771$443.0K0.02%+4+0.1%Added
First Dallas Securities Inc.3,750$441.0K0.27%+750+25.0%Added
ASB Consultores, LLC3,717$436.7K0.18%+738+24.8%Added
RS Crum Inc.3,709$435.7K0.20%00.0%Unchanged
Brown, Lisle/Cummings, Inc.3,660$430.0K0.23%00.0%Unchanged
Ghe, LLC3,652$429.0K0.40%−4,130−53.1%Reduced
Wintrust Investments LLC3,628$426.0K0.06%+65+1.8%Added
Lafayette Investments, Inc.3,600$422.9K0.12%00.0%Unchanged
CTC Capital Management, LLC3,600$422.9K0.52%+3,600New
Fund Management at Engine No. 1 LLC3,599$422.8K0.10%+451+14.3%Added
TownSquare Capital, LLC3,596$422.4K0.01%+3,596New
Ritholtz Wealth Management3,585$421.2K0.02%−565−13.6%Reduced
Gables Capital Management Inc.3,575$420.0K0.31%−50−1.4%Reduced
DRW Securities, LLC3,536$415.0K0.08%+3,536New
Joel Isaacson & Co., LLC3,526$414.2K0.03%+130+3.8%Added
Laurel Wealth Advisors, Inc.3,514$413.0K0.04%00.0%Unchanged
Sigma Planning Corp3,514$412.9K0.01%00.0%Unchanged
SYSTM Wealth Solutions LLC3,502$411.4K0.05%+3,502New
Murphy Pohlad Asset Management LLC3,470$407.7K0.17%+245+7.6%Added
Bank Julius Baer & Co. Ltd, Zurich3,460$406.0K0.00%−1,355−28.1%Reduced
Washington Trust Co3,455$405.9K0.02%+2,000+137.5%Added
Quadrant Capital Group LLC3,440$404.1K0.05%+587+20.6%Added
Bradley Foster & Sargent Inc3,438$403.9K0.01%+50+1.5%Added
Johnson Investment Counsel Inc3,426$402.5K0.01%−820−19.3%Reduced
CWA Asset Management Group, LLC3,423$402.1K0.03%+652+23.5%Added
Arete Wealth Advisors, LLC3,416$401.4K0.04%+3,416New
American Investment Services, Inc.3,405$400.0K0.08%00.0%Unchanged
Longfellow Investment Management Co LLC3,404$399.9K0.09%00.0%Unchanged
Compagnie Lombard Odier SCmA3,394$399.0K0.01%−300−8.1%Reduced
Mutual Advisors, LLC3,386$397.8K0.02%+342+11.2%Added
Stratos Wealth Partners, LTD.3,373$396.3K0.01%−544−13.9%Reduced
Harvest Fund Management Co., Ltd3,373$396.0K0.10%00.0%Unchanged
Orion Portfolio Solutions, LLC3,370$395.9K0.01%+378+12.6%Added
Element Pointe Advisors, LLC3,333$391.6K0.14%+3,333New
Clarius Group, LLC3,325$391.0K0.04%+217+7.0%Added
Wexford Capital LP3,325$390.6K0.08%−2,643−44.3%Reduced
Sawtooth Solutions, LLC3,314$389.4K0.05%+734+28.4%Added
Quantamental Technologies LLC3,309$388.7K0.18%+3,309New
Supplemental Annuity Collective Trust of NJ3,300$387.7K0.16%00.0%Unchanged
Prudent Man Advisors, LLC3,297$387.0K0.16%+350+11.9%Added
Pitcairn Co3,275$384.7K0.04%−247−7.0%Reduced
Tiaa, FSB3,262$383.2K0.00%−286−8.1%Reduced
We Are One Seven, LLC3,261$383.1K0.04%−420−11.4%Reduced
Tobias Financial Advisors, Inc.3,249$381.7K0.13%−837−20.5%Reduced
M&G Investment Management Ltd3,257$381.1K0.00%+3,257New
Asset Management Resources, LLC3,239$380.5K0.41%−40−1.2%Reduced
Clear Street Markets LLC3,231$380.0K0.08%−2,069−39.0%Reduced
Reuter James Wealth Management, LLC3,225$378.9K0.28%00.0%Unchanged
Camelot Portfolios, LLC3,223$378.7K0.28%+474+17.2%Added
Glass Jacobson Investment Advisors llc3,222$378.5K0.19%+3,222New
Power Corp of Canada3,176$373.1K0.07%00.0%Unchanged
Lederer & Associates Investment Counsel3,132$368.0K0.30%+138+4.6%Added
Squarepoint Ops LLC3,120$366.5K0.00%−11,860−79.2%Reduced
Cohen Klingenstein LLC3,100$364.2K0.02%00.0%Unchanged
Axxcess Wealth Management, LLC3,088$362.8K0.03%+3,088New
Cornerstone Advisory, LLC3,077$361.5K0.07%00.0%Unchanged
Octavia Wealth Advisors, LLC3,063$359.9K0.09%−19−0.6%Reduced
First National Bank Sioux Falls3,060$359.5K0.26%−145−4.5%Reduced
Good Life Advisors, LLC3,054$358.8K0.05%+389+14.6%Added
Paradigm Financial Partners, LLC3,017$358.6K0.10%+857+39.7%Added
Cerro Pacific Wealth Advisors LLC3,047$358.0K0.19%−1,393−31.4%Reduced
Gateway Investment Advisers LLC3,042$357.4K0.00%+658+27.6%Added
Conning Inc.3,041$357.3K0.01%−10−0.3%Reduced
Founders Capital Management3,020$355.0K0.27%00.0%Unchanged
Buckingham Strategic Wealth, LLC3,020$354.8K0.01%+3,020New
Schulhoff & Co Inc3,020$354.8K0.16%+60+2.0%Added
Westover Capital Advisors, LLC3,000$352.4K0.14%00.0%Unchanged
Coco Enterprises, LLC2,986$351.0K0.29%+3+0.1%Added
Wedmont Private Capital2,941$349.6K0.05%+2,941New
Sustainable Insight Capital Management, LLC2,974$349.4K0.39%−1,900−39.0%Reduced
Abbrea Capital, LLC2,957$347.4K0.06%−356−10.7%Reduced
FDx Advisors, Inc.2,908$342.0K0.01%−564−16.2%Reduced
Ballentine Partners, LLC2,903$341.0K0.01%+195+7.2%Added
Intrua Financial, LLC2,802$338.9K0.08%+25+0.9%Added
Pathway Financial Advisers, LLC2,846$334.4K0.14%+2,846New
Waddell & Associates, LLC2,832$332.7K0.06%+55+2.0%Added
Market Street Wealth Management Advisors LLC2,823$331.6K0.10%00.0%Unchanged
Insigneo Advisory Services, LLC2,818$331.0K0.13%+2,818New
Banque Cantonale Vaudoise2,809$330.0K0.02%−6,400−69.5%Reduced
CAPROCK Group, Inc.2,805$329.6K0.03%+261+10.3%Added
HB Wealth Management, LLC2,799$328.8K0.01%+2,799New
Siemens Fonds Invest GmbH2,771$325.5K0.03%−434−13.5%Reduced
Equitable Holdings, Inc.2,751$323.2K0.01%−1,408−33.9%Reduced
Bard Financial Services, Inc.2,750$323.0K0.03%+500+22.2%Added
FORA Capital, LLC2,743$322.2K0.05%+2,743New
Deseret Mutual Benefit Administrators2,702$317.4K0.13%−1,778−39.7%Reduced
SkyView Investment Advisors, LLC2,696$317.0K0.10%−190−6.6%Reduced
Comerica Securities,inc.2,682$315.1K0.02%+33+1.2%Added
Schechter Investment Advisors, LLC2,680$314.8K0.03%+2,680New
Morningstar Investment Management LLC2,667$313.0K0.05%+2,667New