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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

13F holders, Q1 2023

Institutional positions in Simon Property Group Inc. as of Mar 31, 2023. 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
987
+17 vs. Q4 2022
Shares held
288.4M
+6.67M (+2.4%) vs. Q4 2022
Total value
$31.9B
−$1.20B (−3.6%) vs. Q4 2022
New holders
95
396 more added
Sold out
78
335 more reduced

26 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 987 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 heldQ1 2023: $31.9B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q4 2022.

Institutions holding SPG in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Adelante Capital Management LLC574,155$00.00%+9,225+1.6%Added
Asset Dedication, LLC3$00.00%−56−94.9%Reduced
Centerpoint Advisors, LLC3$00.00%+3New
Baldrige Asset Management LLC2$00.00%+2New
Silicon Valley Capital Partners1$1110.00%00.0%Unchanged
SOA Wealth Advisors, LLC.1$1120.00%−170−99.4%Reduced
Plante Moran Financial Advisors, LLC2$2240.00%00.0%Unchanged
Sofos Investments, Inc.112$3850.02%−5−4.3%Reduced
Gradient Investments LLC5$5320.00%−3−37.5%Reduced
Missouri Trust & Investment Co5$5600.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC6$6720.00%+6New
Cape Investment Advisory, Inc.6$6720.00%+6New
WR Wealth Planners, LLC7$7840.00%+7New
Delos Wealth Advisors, LLC8$8960.00%00.0%Unchanged
Avion Wealth12$1.00K0.00%+10+500.0%Added
Moisand Fitzgerald Tamayo, LLC9$1.01K0.00%00.0%Unchanged
USA Financial Portformulas Corp9$1.01K0.00%+9New
Fortis Capital Advisors, LLC10$1.12K0.00%+10New
Versant Capital Management, Inc12$1.34K0.00%00.0%Unchanged
TFC Financial Management14$1.57K0.00%+6+75.0%Added
Tompkins Financial Corp15$1.68K0.00%00.0%Unchanged
HM Payson & Co17$1.90K0.00%+17New
ClariVest Asset Management LLC14$2.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC18$2.02K0.00%00.0%Unchanged
Toth Financial Advisory Corp18$2.02K0.00%+18New
Y.D. More Investments Ltd20$2.24K0.00%+7+53.8%Added
MCF Advisors LLC22$2.46K0.00%00.0%Unchanged
Red Tortoise LLC23$2.58K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.23$2.60K0.00%+23New
Tucker Asset Management LLC25$2.80K0.00%00.0%Unchanged
DT Investment Partners, LLC28$3.18K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC29$3.25K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC30$3.35K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC30$3.36K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC31$3.47K0.00%00.0%Unchanged
Creative Capital Management Investments LLC33$3.69K0.00%00.0%Unchanged
Grove Bank & Trust33$3.69K0.00%+9+37.5%Added
Raffa Wealth Management, LLC34$3.81K0.00%00.0%Unchanged
Financial Management Professionals, Inc.37$4.00K0.00%−19−33.9%Reduced
Jackson, Grant Investment Advisers, Inc.38$4.25K0.00%+38New
Eagle Bay Advisors LLC39$4.37K0.00%−6−13.3%Reduced
Independence Bank of Kentucky40$4.48K0.00%00.0%Unchanged
Costello Asset Management, INC42$4.70K0.00%+2+5.0%Added
Sittner & Nelson, LLC44$4.93K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC48$5.00K0.00%−259−84.4%Reduced
Ofi Invest Asset Management572,279$5.11K0.03%+572,279New
Westside Investment Management, Inc.50$5.60K0.00%−25−33.3%Reduced
Arrow Financial Corp50$5.60K0.00%00.0%Unchanged
Ahrens Investment Partners LLC52$5.78K0.00%+52New
Oakworth Capital, Inc.52$5.82K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC56$6.27K0.00%00.0%Unchanged
Bogart Wealth, LLC56$6.27K0.00%+30+115.4%Added
Cutler Group LP68$7.00K0.00%−1,140−94.4%Reduced
Adirondack Trust Co66$7.39K0.00%00.0%Unchanged
Center for Financial Planning, Inc.76$8.51K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC76$8.51K0.01%+37+94.9%Added
1832 Asset Management L.P.78$8.73K0.00%+78New
Lee Financial Co80$8.96K0.00%−6−7.0%Reduced
Colonial Trust Advisors84$9.40K0.00%−1−1.2%Reduced
Abound Wealth Management87$9.74K0.00%+1+1.2%Added
JNBA Financial Advisors87$9.74K0.00%+87New
Harel Insurance Investments & Financial Services Ltd.90$10.0K0.00%−40−30.8%Reduced
Washington Trust Advisors, Inc.90$10.1K0.00%−2−2.2%Reduced
Cary Street Partner Investment Advisory LLC93$10.4K0.00%00.0%Unchanged
Focused Wealth Management, Inc97$10.8K0.00%+6+6.6%Added
Ancora Advisors, LLC97$10.9K0.00%−6−5.8%Reduced
Bell Investment Advisors, Inc97$10.9K0.00%−36−27.1%Reduced
Liberty One Investment Management, LLC99$11.1K0.00%+1+1.0%Added
Webster Bank, N. A.100$11.2K0.00%00.0%Unchanged
DB Wealth Management Group, LLC100$11.2K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC100$11.7K0.00%00.0%Unchanged
Highlander Capital Management, LLC109$12.0K0.01%00.0%Unchanged
Private Ocean, LLC109$12.2K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.109$12.2K0.00%+109New
Operose Advisors LLC110$12.3K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.118$13.2K0.00%+2+1.7%Added
Horan Securities, Inc.119$13.3K0.01%−29−19.6%Reduced
Rise Advisors, LLC132$14.8K0.01%+2+1.5%Added
Winch Advisory Services, LLC133$15.0K0.01%00.0%Unchanged
Core Alternative Capital140$15.7K0.00%+45+47.4%Added
Venturi Wealth Management, LLC141$15.8K0.00%+141New
Grayhawk Investment Strategies Inc.105$16.0K0.01%−39−27.1%Reduced
Sutton Wealth Advisors Inc.145$16.2K0.01%00.0%Unchanged
RFP Financial Group LLC146$16.3K0.02%00.0%Unchanged
West Paces Advisors Inc.147$16.5K0.01%+9+6.5%Added
Iron Horse Wealth Management, LLC150$16.8K0.01%00.0%Unchanged
AlphaMark Advisors, LLC150$17.0K0.01%00.0%Unchanged
Column Capital Advisors, LLC152$17.1K0.00%+2+1.3%Added
Boyd Watterson Asset Management LLC153$17.1K0.01%00.0%Unchanged
Atwood & Palmer Inc155$17.4K0.00%00.0%Unchanged
Covestor Ltd160$18.0K0.02%−105−39.6%Reduced
Atlas Capital Advisors LLC163$18.3K0.00%00.0%Unchanged
Earnest Partners LLC178$19.9K0.00%00.0%Unchanged
Rain Capital Management, LLC183$20.5K0.01%+183New
Creative Financial Designs Inc192$21.5K0.00%+57+42.2%Added
Quarry LP196$21.9K0.01%+79+67.5%Added
New England Capital Financial Advisors LLC200$22.4K0.02%00.0%Unchanged
Bartlett & Co. LLC207$23.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC207$23.2K0.00%00.0%Unchanged
Farther Finance Advisors, LLC209$23.4K0.01%−23−9.9%Reduced