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Simon Property Group Inc.

SPG
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001063761

In the last 90 days, Simon Property Group Inc. insiders filed 11 open-market purchases and 0 sales; 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

Q1 2023 vs. Q4 2022

How the institutions holding Simon Property Group Inc. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of SPG: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders99626987+17
Shares282.2M467.4K288.4M+6.67M (+2.4%)
Value$33.1B$54.9M$31.9B−$1.20B (−3.6%)

26 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (95)

Institutions that held Simon Property Group Inc. at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to SPG in Q1 2023
InstitutionSharesValue% of portfolio
Twinbeech Capital LP107,702$12.1M0.24%
Point72 Asset Management, L.P.76,640$8.58M0.03%
GYL Financial Synergies, LLC63,795$7.14M0.86%
Lighthouse Investment Partners, LLC60,000$6.72M0.58%
L & S Advisors Inc43,419$4.86M0.68%
Ergoteles LLC30,446$3.41M0.13%
Kingsview Wealth Management, LLC25,715$2.88M0.12%
Trivant Custom Portfolio Group, LLC23,394$2.62M1.87%
Meeder Asset Management Inc21,455$2.40M0.19%
Perpetual Ltd21,450$2.40M0.02%
AMG National Trust Bank21,371$2.39M0.08%
Engineers Gate Manager LP19,024$2.13M0.09%
First Citizens Bank & Trust Co18,186$2.04M0.04%
Vetamer Capital Management, L.P.14,210$1.59M2.19%
Icon Wealth Partners, LLC13,845$1.55M0.17%
Industrial Alliance Investment Management Inc.11,753$1.32M0.04%
Ibex Wealth Advisors11,297$1.26M0.33%
Cubist Systematic Strategies, LLC11,161$1.25M0.01%
Canandaigua National Bank & Trust Co10,826$1.21M0.20%
Vinva Investment Management Ltd10,953$1.18M0.10%
Convergence Investment Partners, LLC9,984$1.12M0.66%
Transcend Wealth Collective, LLC9,315$1.04M0.11%
Stevens Capital Management LP9,188$1.03M0.26%
Titleist Asset Management, LLC8,945$1.00M0.21%
Winton Group Ltd8,726$977.0K0.06%
Cullen Capital Management LLC8,714$975.7K0.01%
Gabelli Funds LLC8,000$895.8K0.01%
Alberta Investment Management Corp7,500$839.8K0.01%
Chesapeake Asset Management LLC7,220$808.4K0.74%
Ostrum Asset Management7,095$794.4K0.07%
Gallagher Fiduciary Advisors, LLC6,435$721.2K0.06%
Solidarilty Wealth, LLC6,406$717.3K0.33%
Marshall Wace, LLP6,046$677.0K0.00%
Cresset Asset Management, LLC5,244$587.2K0.01%
Sowell Financial Services LLC4,645$520.0K0.04%
IHT Wealth Management, LLC3,782$423.5K0.02%
Nomura Holdings Inc3,633$406.8K0.00%
SageView Advisory Group, LLC3,572$399.9K0.03%
AdvisorShares Investments LLC3,561$398.7K0.12%
PEAK6 Investments LLC3,547$397.2K0.03%
Resources Investment Advisors, LLC.3,486$390.3K0.01%
Garda Capital Partners LP3,424$383.4K0.34%
Robertson Stephens Wealth Management, LLC3,182$356.3K0.03%
Prime Capital Investment Advisors, LLC3,174$355.4K0.01%
Arrowstreet Capital, Limited Partnership3,069$344.0K0.00%
Blueprint Investment Partners LLC3,031$339.4K0.08%
Baker Tilly Wealth Management, LLC2,873$321.7K0.04%
Kapitalo Investimentos Ltda2,845$318.6K0.11%
Dynamic Technology Lab Private Ltd2,714$304.0K0.03%
Pearl River Capital, LLC2,668$298.7K0.05%
Strategic Financial Concepts, LLC2,335$261.5K0.11%
Mirabella Financial Services LLP2,315$259.2K0.06%
Nilsine Partners, LLC2,310$258.7K0.04%
Sompo Asset Management Co., Ltd.2,300$257.5K0.05%
PFG Investments, LLC2,252$252.2K0.05%
Malaga Cove Capital, LLC2,251$252.0K0.12%
Kula Investments, LLC2,220$248.6K0.06%
Walter & Keenan Financial Consulting Co2,178$243.9K0.09%
Empower Advisory Group, LLC2,048$230.2K0.00%
Stonnington Group, LLC2,104$229.2K0.06%
Laidlaw Wealth Management LLC1,999$223.8K0.05%
Connecticut Wealth Management, LLC1,966$220.1K0.02%
MQS Management LLC1,964$219.9K0.14%
Jackson Hole Capital Partners, LLC1,810$202.7K0.05%
Ridgewood Investments LLC1,539$172.3K0.11%
Thompson Investment Management, Inc.1,131$126.6K0.02%
Ameritas Advisory Services, LLC1,043$115.5K0.01%
Tradition Wealth Management, LLC779$87.0K0.01%
Systematic Alpha Investments, LLC614$68.7K0.00%
Credential Qtrade Securities Inc.577$64.6K0.00%
ZRC Wealth Management, LLC508$56.8K0.05%
Activest Wealth Management385$43.0K0.03%
HBC Financial Services, PLLC380$42.0K0.03%
Nordwand Advisors, LLC346$38.7K0.01%
Caldwell Sutter Capital, Inc.307$34.4K0.03%
West Branch Capital LLC305$34.2K0.02%
Householder Group Estate & Retirement Specialist, LLC244$27.0K0.01%
Rain Capital Management, LLC183$20.5K0.01%
Venturi Wealth Management, LLC141$15.8K0.00%
Riggs Asset Managment Co. Inc.109$12.2K0.00%
JNBA Financial Advisors87$9.74K0.00%
1832 Asset Management L.P.78$8.73K0.00%
Ahrens Investment Partners LLC52$5.78K0.00%
Ofi Invest Asset Management572,279$5.11K0.03%
Jackson, Grant Investment Advisers, Inc.38$4.25K0.00%
Strategic Investment Solutions, Inc.23$2.60K0.00%
Toth Financial Advisory Corp18$2.02K0.00%
HM Payson & Co17$1.90K0.00%
Fortis Capital Advisors, LLC10$1.12K0.00%
USA Financial Portformulas Corp9$1.01K0.00%
WR Wealth Planners, LLC7$7840.00%
Kayne Anderson Rudnick Investment Management LLC6$6720.00%
Cape Investment Advisory, Inc.6$6720.00%
Centerpoint Advisors, LLC3$00.00%
Baldrige Asset Management LLC2$00.00%

Sold out (78)

Institutions that held Simon Property Group Inc. at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of SPG in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Nan Shan Life Insurance Co., Ltd.289,614$34.0M
Artemis Investment Management LLP162,115$19.1M
ExodusPoint Capital Management, LP106,725$12.5M
Bamco Inc62,490$7.34M
Hamilton Wealth, LLC57,167$6.72M
Ninety One UK Ltd45,524$5.35M
Beacon Pointe Advisors, LLC36,144$4.25M
Group One Trading, L.P.33,821$3.97M
Simplex Trading, LLC29,589$3.48M
Miller Value Partners, LLC29,000$3.41M
Walleye Trading LLC24,024$2.82M
Jessup Wealth Management, Inc22,192$2.61M
Kiwi Wealth Investments Limited Partnership21,773$2.56M
Gluskin Sheff & Assoc Inc21,481$2.52M
Jefferies Financial Group Inc.21,214$2.49M
Bridgewater Associates, LP15,031$1.77M
Mainstay Capital Management LLC13,470$1.58M
United Services Automobile Association12,317$1.45M
Radnor Capital Management, LLC11,918$1.43M
Glassy Mountain Advisors, Inc.10,591$1.24M
Goelzer Investment Management, Inc.7,973$936.7K
Cipher Capital LP7,883$926.1K
Two Sigma Securities, LLC7,064$829.9K
Autumn Glory Partners, LLC5,920$695.5K
Guardian Capital Advisors LP5,225$658.3K
CSS LLC5,000$587.4K
Balyasny Asset Management LLC4,906$576.4K
Dearborn Partners LLC4,902$575.9K
Campbell & CO Investment Adviser LLC4,544$533.8K
Teamwork Financial Advisors, LLC4,431$520.6K
Boston Family Office LLC4,409$518.0K
BBR Partners, LLC4,400$516.9K
Bremer Bank National Association4,128$485.0K
Triumph Capital Management3,910$459.4K
ASB Consultores, LLC3,717$436.7K
CTC Capital Management, LLC3,600$422.9K
SYSTM Wealth Solutions LLC3,502$411.4K
Quantamental Technologies LLC3,309$388.7K
Cerro Pacific Wealth Advisors LLC3,047$358.0K
FORA Capital, LLC2,743$322.2K
Davenport & Co LLC2,598$305.0K
Evergreen Capital Management LLC2,314$271.8K
Synovus Financial Corp2,130$250.2K
Chapman Investment Management, LLC2,048$240.6K
Covenant Asset Management, LLC2,000$235.0K
RFG Advisory, LLC1,798$233.4K
GeoWealth Management, LLC1,985$233.0K
Concentric Capital Strategies, LP1,966$231.0K
First Ascent Asset Management, LLC1,935$227.3K
CIBC Private Wealth Group, LLC1,901$223.3K
Childress Capital Advisors, LLC1,884$221.3K
Legacy Financial Advisors, Inc.1,882$221.1K
PAX Financial Group, LLC1,812$212.9K
Lakeview Capital Partners, LLC1,654$208.3K
Hodges Capital Management Inc.1,763$207.0K
U.S. Capital Wealth Advisors, LLC1,667$195.9K
Money Concepts Capital Corp1,569$184.3K
WFA of San Diego, LLC303$35.6K
Cyrus J. Lawrence, LLC218$26.0K
Centiva Capital, LP204$24.0K
Accurate Wealth Management, LLC204$23.9K
Blume Capital Management, Inc.200$23.5K
One Wealth Advisors, LLC200$23.5K
High Net Worth Advisory Group LLC200$23.5K
FWL Investment Management, LLC160$18.8K
Front Row Advisors LLC100$12.0K
Romano Brothers and Company100$11.7K
Sandy Spring Bank98$11.6K
Fiduciary Alliance LLC83$9.75K
EWG Elevate Inc.71$8.34K
Crewe Advisors LLC49$5.76K
My Personal CFO, LLC42$4.93K
Zullo Investment Group, Inc.40$4.70K
Leelyn Smith, LLC30$3.52K
Johnson Financial Group, Inc.20$2.35K
Wolff Wiese Magana LLC5$587
JJJ Advisors Inc.4$504
Annapolis Financial Services, LLC1$117

Not filed for Q1 2023 yet (26)

Institutions that held Simon Property Group Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.