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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 1,667 | $195.9K | 0.01% | −14,087−89.4% | Reduced |
| BDO Wealth Advisors, LLC | 1,643 | $193.0K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,600 | $188.0K | 0.04% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,569 | $184.3K | 0.01% | +1,094+230.3% | Added |
| Trust Co | 1,543 | $181.0K | 0.03% | +313+25.4% | Added |
| Ninepoint Partners LP | 1,525 | $179.0K | 0.03% | +1,525 | New |
| Ameliora Wealth Management Ltd. | 1,400 | $164.5K | 0.09% | 00.0% | Unchanged |
| AIA Group Ltd | 1,343 | $157.8K | 0.01% | −10,521−88.7% | Reduced |
| Logan Capital Management Inc | 1,272 | $149.4K | 0.01% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 1,208 | $141.9K | 0.06% | 00.0% | Unchanged |
| Cutler Group LP | 1,208 | $141.0K | 0.02% | −5,592−82.2% | Reduced |
| Central Trust Co | 1,180 | $138.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,064 | $125.0K | 0.02% | +122+13.0% | Added |
| First Manhattan Co | 1,053 | $123.7K | 0.00% | +53+5.3% | Added |
| Newbridge Financial Services Group, Inc. | 1,038 | $122.0K | 0.07% | +313+43.2% | Added |
| AllSquare Wealth Management LLC | 1,001 | $117.6K | 0.08% | −300−23.1% | Reduced |
| Rowland & Co Investment Counsel | 1,000 | $117.5K | 0.03% | +1,000 | New |
| Vestor Capital, LLC | 1,000 | $117.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,000 | $117.0K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $117.0K | 0.07% | 00.0% | Unchanged |
| Motco | 981 | $115.2K | 0.01% | +39+4.1% | Added |
| Desjardins Global Asset Management Inc. | 986 | $115.0K | 0.02% | +29+3.0% | Added |
| Rosenberg Matthew Hamilton | 965 | $113.4K | 0.04% | +46+5.0% | Added |
| Cambridge Trust Co | 930 | $109.0K | 0.00% | −40−4.1% | Reduced |
| Ci Investments Inc. | 910 | $107.0K | 0.00% | +476+109.7% | Added |
| Cullen/Frost Bankers, Inc. | 876 | $102.9K | 0.00% | −94−9.7% | Reduced |
| Pinnacle Bancorp, Inc. | 852 | $100.0K | 0.04% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 821 | $96.5K | 0.06% | +821 | New |
| Silvant Capital Management LLC | 821 | $96.5K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 807 | $94.8K | 0.03% | +807 | New |
| Pacer Advisors, Inc. | 754 | $88.6K | 0.00% | −6,378−89.4% | Reduced |
| Smithfield Trust Co | 721 | $86.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 720 | $85.0K | 0.01% | −542−42.9% | Reduced |
| Old North State Trust, LLC | 711 | $84.0K | 0.06% | −34−4.6% | Reduced |
| Ellevest, Inc. | 705 | $82.8K | 0.01% | −144−17.0% | Reduced |
| Montag A & Associates Inc | 702 | $82.5K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 697 | $82.0K | 0.04% | −1,503−68.3% | Reduced |
| Harbour Investments, Inc. | 696 | $81.8K | 0.00% | +124+21.7% | Added |
| Massmutual Trust Co FSB | 684 | $80.0K | 0.00% | +40+6.2% | Added |
| Clearstead Advisors, LLC | 675 | $79.3K | 0.01% | −131−16.3% | Reduced |
| Capital Analysts, LLC | 669 | $79.0K | 0.00% | −76−10.2% | Reduced |
| First Financial Corp | 670 | $78.7K | 0.05% | +30+4.7% | Added |
| Parkside Financial Bank & Trust | 660 | $77.5K | 0.02% | −20−2.9% | Reduced |
| Delta Asset Management LLC | 630 | $74.0K | 0.01% | +630 | New |
| Allworth Financial LP | 629 | $73.9K | 0.00% | +139+28.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 603 | $71.0K | 0.00% | −137−18.5% | Reduced |
| Farmers & Merchants Investments Inc | 598 | $70.3K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 594 | $69.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 575 | $67.6K | 0.02% | +40+7.5% | Added |
| Ronald Blue Trust, Inc. | 743 | $67.0K | 0.00% | +391+111.1% | Added |
| Carolinas Wealth Consulting LLC | 523 | $61.4K | 0.01% | +1+0.2% | Added |
| AdvisorNet Financial, Inc | 503 | $59.1K | 0.01% | −1,832−78.5% | Reduced |
| PFS Partners, LLC | 500 | $58.7K | 0.06% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 426 | $50.0K | 0.01% | −37−8.0% | Reduced |
| Glassman Wealth Services | 419 | $49.2K | 0.01% | +13+3.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 412 | $48.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 407 | $47.8K | 0.00% | +51+14.3% | Added |
| ICA Group Wealth Management, LLC | 391 | $45.9K | 0.01% | +391 | New |
| American National Bank | 382 | $45.0K | 0.01% | +2+0.5% | Added |
| Quent Capital, LLC | 382 | $45.0K | 0.01% | −10−2.6% | Reduced |
| Hoey Investments, Inc | 375 | $44.1K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 378 | $44.0K | 0.01% | +13+3.6% | Added |
| Kozak & Associates, Inc. | 358 | $42.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 350 | $41.1K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 350 | $41.1K | 0.01% | +275+366.7% | Added |
| Compass Wealth Management LLC | 345 | $40.5K | 0.01% | +345 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 344 | $40.4K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 341 | $40.0K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 335 | $39.4K | 0.02% | +335 | New |
| Baystate Wealth Management LLC | 331 | $39.0K | 0.00% | +5+1.5% | Added |
| Jones Financial Companies LLLP | 330 | $39.0K | 0.00% | +86+35.2% | Added |
| CoreCap Advisors, LLC | 325 | $38.3K | 0.00% | +325 | New |
| Anchor Investment Management, LLC | 325 | $38.2K | 0.01% | −48−12.9% | Reduced |
| Global Retirement Partners, LLC | 323 | $38.0K | 0.00% | −126−28.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 318 | $37.4K | 0.03% | +6+1.9% | Added |
| Beacon Capital Management, LLC | 314 | $36.9K | 0.01% | +95+43.4% | Added |
| JFS Wealth Advisors, LLC | 310 | $36.4K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 303 | $35.6K | 0.03% | +303 | New |
| Carmichael Hill & Associates, Inc. | 300 | $35.2K | 0.02% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $32.0K | 0.06% | – | – |
| Covestor Ltd | 265 | $31.0K | 0.03% | −208−44.0% | Reduced |
| Brown Brothers Harriman & Co | 256 | $30.1K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 238 | $28.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 237 | $27.8K | 0.00% | +171+259.1% | Added |
| Arlington Partners LLC | 233 | $27.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 232 | $27.3K | 0.01% | +232 | New |
| Valley National Advisers Inc | 225 | $27.0K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 227 | $26.7K | 0.02% | +227 | New |
| Cyrus J. Lawrence, LLC | 218 | $26.0K | 0.01% | 00.0% | Unchanged |
| US Asset Management LLC | 222 | $26.0K | 0.03% | +222 | New |
| Muzinich & Co., Inc. | 215 | $25.3K | 0.02% | +215 | New |
| HHM Wealth Advisors, LLC | 212 | $24.9K | 0.01% | +49+30.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 212 | $24.9K | 0.00% | −173−44.9% | Reduced |
| New England Capital Financial Advisors LLC | 200 | $24.7K | 0.02% | +200 | New |
| Bartlett & Co. Wealth Management LLC | 207 | $24.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 207 | $24.0K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 204 | $24.0K | 0.00% | −1,636−88.9% | Reduced |
| Accurate Wealth Management, LLC | 204 | $23.9K | 0.01% | +204 | New |
| High Net Worth Advisory Group LLC | 200 | $23.5K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $23.5K | 0.01% | +200 | New |