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Livermore
ZHEN

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
Umb Bank N A2,652$312.0K0.00%00.0%Unchanged
Strategic Wealth Designers2,512$307.1K0.07%+12+0.5%Added
Davenport & Co LLC2,598$305.0K0.00%−714−21.6%Reduced
Proficio Capital Partners LLC2,591$304.4K0.06%+64+2.5%Added
KB Financial Partners, LLC2,591$304.0K0.10%−197−7.1%Reduced
Washington Trust Bank2,588$304.0K0.03%+315+13.9%Added
Intrust Bank NA2,560$300.7K0.04%−9−0.4%Reduced
RMR Wealth Builders2,541$298.5K0.07%+37+1.5%Added
Sunbelt Securities, Inc.2,524$296.5K0.06%−656−20.6%Reduced
Kaizen Financial Strategies2,359$296.2K0.29%−278−10.5%Reduced
Sequoia Financial Advisors, LLC2,520$296.1K0.01%+2,520New
1620 Investment Advisors, Inc.2,510$294.9K0.36%+2,510New
Financial Sense Advisors, Inc.2,500$293.7K0.12%00.0%Unchanged
Merrion Investment Management Co, LLC2,500$293.7K0.27%00.0%Unchanged
Welch Group, LLC2,497$293.4K0.02%+2,497New
Lincoln National Corp2,497$293.3K0.01%−12,844−83.7%Reduced
Moody Lynn & Lieberson, LLC2,500$293.0K0.03%00.0%Unchanged
Stock Yards Bank & Trust Co2,465$290.0K0.01%+121+5.2%Added
Journey Strategic Wealth LLC2,444$287.1K0.03%+150+6.5%Added
Rehmann Capital Advisory Group2,432$285.8K0.03%+50+2.1%Added
IFG Advisory, LLC2,426$285.0K0.03%+116+5.0%Added
Graypoint LLC2,424$284.8K0.03%+2,424New
Adams Asset Advisors, LLC2,414$283.6K0.04%+2,414New
Stratos Wealth Advisors, LLC2,403$282.4K0.02%+26+1.1%Added
Silverleafe Capital Partners, LLC2,400$282.0K0.19%−1,000−29.4%Reduced
Bramshill Investments, LLC2,400$282.0K0.03%00.0%Unchanged
Arkadios Wealth Advisors2,391$280.9K0.04%+145+6.5%Added
Barry Investment Advisors, LLC2,372$278.6K0.09%+2,372New
Savant Capital, LLC2,355$276.7K0.01%+42+1.8%Added
J.W. Cole Advisors, Inc.2,350$276.1K0.02%+2,350New
Worth Venture Partners, LLC2,350$276.1K0.16%−500−17.5%Reduced
Schnieders Capital Management LLC2,348$275.8K0.06%+2,348New
Hoxton Planning & Management, LLC2,344$275.4K0.15%+2,344New
Transamerica Financial Advisors, Inc.2,315$272.0K0.04%−23−1.0%Reduced
Evergreen Capital Management LLC2,314$271.8K0.01%+2,314New
Shell Asset Management Co2,296$270.0K0.01%−3,339−59.3%Reduced
Proequities, Inc.2,259$265.4K0.02%+212+10.4%Added
Inspire Advisors, LLC2,256$265.1K0.07%−443−16.4%Reduced
Stiles Financial Services Inc2,239$263.0K0.15%+2,239New
LJI Wealth Management, LLC2,231$262.1K0.09%+2,231New
Wealthsource Partners, LLC2,225$261.4K0.02%+2,225New
RSM US Wealth Management LLC2,200$258.5K0.01%+2,200New
Cladis Investment Advisory, LLC2,200$258.5K0.26%+2,200New
Renaissance Group LLC2,186$256.8K0.01%−51−2.3%Reduced
Pinnacle Associates Ltd2,160$253.8K0.01%+2,160New
Manchester Capital Management LLC2,152$252.8K0.04%−965−31.0%Reduced
Sloy Dahl & Holst, LLC2,139$251.3K0.09%+2,139New
Csenge Advisory Group2,132$250.5K0.02%+2,132New
Synovus Financial Corp2,130$250.2K0.00%−593−21.8%Reduced
O'Rourke & Company, Inc2,127$250.0K0.20%+2,127New
Interchange Capital Partners, LLC2,127$249.8K0.25%−447−17.4%Reduced
Godshalk Welsh Capital Management, Inc.2,125$249.6K0.18%−300−12.4%Reduced
Whalerock Point Partners, LLC2,119$248.9K0.10%+2,119New
Novare Capital Management LLC2,110$247.9K0.03%+2,110New
Zeke Capital Advisors, LLC2,108$247.6K0.02%+2,108New
Dorsey & Whitney Trust CO LLC2,113$246.5K0.02%+2,113New
Shelton Capital Management2,085$244.9K0.03%+2,085New
Edmp, Inc.2,085$244.9K0.24%+2,085New
Balentine LLC2,068$242.9K0.01%−413−16.6%Reduced
Manchester Financial Inc2,066$242.7K0.07%−216−9.5%Reduced
First Horizon Advisors, Inc.2,063$242.4K0.01%+22+1.1%Added
Rockland Trust Co2,050$241.0K0.02%+2,050New
Chapman Investment Management, LLC2,048$240.6K0.22%+2,048New
Woodward Diversified Capital, LLC2,047$240.5K0.19%+2,047New
Herbst Group, LLC2,040$239.7K0.19%+2,040New
Harvest Portfolios Group Inc.2,036$239.2K0.01%+2,036New
NorthRock Partners, LLC2,033$238.8K0.03%+2,033New
Viawealth, LLC1,995$235.9K0.19%+1,995New
Covenant Asset Management, LLC2,000$235.0K0.08%+2,000New
RFG Advisory, LLC1,798$233.4K0.01%−553−23.5%Reduced
GeoWealth Management, LLC1,985$233.0K0.02%+1,985New
American State Bank (Iowa)1,982$232.8K0.18%+100+5.3%Added
Regent Peak Wealth Advisors LLC1,973$231.8K0.08%+1,973New
Socha Financial Group, LLC1,969$231.4K0.16%+1,969New
Concentric Capital Strategies, LP1,966$231.0K0.11%+1,966New
Alpha Paradigm Partners, LLC1,954$230.0K0.09%−1,988−50.4%Reduced
Apollon Wealth Management, LLC1,956$229.8K0.02%−1,020−34.3%Reduced
Personal Capital Advisors Corp1,945$228.5K0.00%+1,945New
Oxford Financial Group Ltd1,941$228.0K0.03%+1,941New
First Ascent Asset Management, LLC1,935$227.3K0.03%+1,935New
My Legacy Advisors, LLC1,739$225.7K0.10%+1,739New
CIBC Private Wealth Group, LLC1,901$223.3K0.00%−1,246−39.6%Reduced
NBT Bank N A1,900$223.2K0.03%+1,900New
Lombard Odier Asset Management (Switzerland) SA1,891$222.2K0.02%+1,891New
Childress Capital Advisors, LLC1,884$221.3K0.07%+1,884New
Legacy Financial Advisors, Inc.1,882$221.1K0.05%+1,882New
Valley Forge Investment Consultants Inc Adv1,879$220.7K0.12%+1,879New
Vicus Capital1,876$220.4K0.03%+1,876New
Carnegie Capital Asset Management, LLC1,864$219.0K0.01%+1,864New
Affinity Wealth Management LLC1,849$217.2K0.05%+1,849New
Samalin Investment Counsel, LLC1,841$216.3K0.14%+1,841New
Wolverine Trading, LLC1,830$215.0K0.00%−54,410−96.7%Reduced
Mission Wealth Management, LP1,819$213.7K0.01%+1,819New
PAX Financial Group, LLC1,812$212.9K0.05%+1,812New
Clearwater Capital Advisors, LLC1,800$211.5K0.03%+1,800New
Cabot Wealth Management Inc1,795$211.0K0.04%+1,795New
Lakeview Capital Partners, LLC1,654$208.3K0.07%+1,654New
Hodges Capital Management Inc.1,763$207.0K0.02%−2,531−58.9%Reduced
North Star Investment Management Corp.1,740$204.4K0.02%+10+0.6%Added
Kistler-Tiffany Companies, LLC1,706$200.4K0.04%+27+1.6%Added