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, 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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 212 | $23.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 214 | $24.0K | 0.01% | +100+87.7% | Added |
| US Asset Management LLC | 214 | $24.0K | 0.02% | −8−3.6% | Reduced |
| Valley National Advisers Inc | 225 | $25.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 229 | $25.6K | 0.00% | −101−30.6% | Reduced |
| Financial Freedom, LLC | 231 | $25.9K | 0.02% | +4+1.8% | Added |
| Arlington Partners LLC | 233 | $26.1K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 237 | $26.6K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 244 | $27.0K | 0.01% | +244 | New |
| Cambridge Trust Co | 250 | $28.0K | 0.00% | −680−73.1% | Reduced |
| Kozak & Associates, Inc. | 250 | $28.0K | 0.01% | −108−30.2% | Reduced |
| Private Trust Co NA | 271 | $30.3K | 0.00% | −107−28.3% | Reduced |
| HHM Wealth Advisors, LLC | 275 | $30.8K | 0.01% | +63+29.7% | Added |
| Muzinich & Co., Inc. | 285 | $31.9K | 0.03% | +70+32.6% | Added |
| Carmichael Hill & Associates, Inc. | 300 | $33.6K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 305 | $34.2K | 0.02% | +305 | New |
| Caldwell Sutter Capital, Inc. | 307 | $34.4K | 0.03% | +307 | New |
| JFS Wealth Advisors, LLC | 310 | $34.7K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 314 | $35.2K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 316 | $35.4K | 0.00% | +60+23.4% | Added |
| Zions Bancorporation, N.A. | 321 | $35.9K | 0.00% | −86−21.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 323 | $36.2K | 0.02% | +5+1.6% | Added |
| Anchor Investment Management, LLC | 325 | $36.4K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 338 | $37.9K | 0.00% | +7+2.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 344 | $38.5K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 345 | $38.6K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 346 | $38.7K | 0.01% | +346 | New |
| American National Bank | 368 | $41.2K | 0.01% | −14−3.7% | Reduced |
| Trifecta Capital Advisors, LLC | 370 | $41.4K | 0.01% | +35+10.4% | Added |
| Hoey Investments, Inc | 375 | $42.0K | 0.02% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 380 | $42.0K | 0.03% | +380 | New |
| Activest Wealth Management | 385 | $43.0K | 0.03% | +385 | New |
| Quent Capital, LLC | 384 | $43.0K | 0.01% | +2+0.5% | Added |
| ICA Group Wealth Management, LLC | 391 | $43.8K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 400 | $44.8K | 0.03% | −1,000−71.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 412 | $46.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 451 | $48.5K | 0.00% | +128+39.6% | Added |
| Salem Investment Counselors Inc | 443 | $49.6K | 0.00% | +375+551.5% | Added |
| Glassman Wealth Services | 451 | $50.5K | 0.01% | +32+7.6% | Added |
| Hexagon Capital Partners LLC | 470 | $52.6K | 0.01% | +301+178.1% | Added |
| AdvisorNet Financial, Inc | 476 | $53.3K | 0.00% | −27−5.4% | Reduced |
| Twin Tree Management, LP | 491 | $55.0K | 0.00% | −200,054−99.8% | Reduced |
| PFS Partners, LLC | 500 | $56.0K | 0.05% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 508 | $56.8K | 0.05% | +508 | New |
| Carolinas Wealth Consulting LLC | 526 | $58.9K | 0.01% | +3+0.6% | Added |
| ING Groep NV | 566 | $63.4K | 0.00% | −13,032−95.8% | Reduced |
| Credential Qtrade Securities Inc. | 577 | $64.6K | 0.00% | +577 | New |
| Delta Asset Management LLC | 579 | $64.8K | 0.01% | −51−8.1% | Reduced |
| Capital Analysts, LLC | 577 | $65.0K | 0.00% | −92−13.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 594 | $66.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 598 | $67.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 580 | $68.0K | 0.00% | −163−21.9% | Reduced |
| VitalStone Financial, LLC | 417 | $68.0K | 0.06% | +220+111.7% | Added |
| CVA Family Office, LLC | 612 | $68.5K | 0.02% | +37+6.4% | Added |
| Systematic Alpha Investments, LLC | 614 | $68.7K | 0.00% | +614 | New |
| Edmond de Rothschild Holding S.A. | 626 | $70.1K | 0.00% | −8,616−93.2% | Reduced |
| Parkside Financial Bank & Trust | 661 | $74.0K | 0.02% | +1+0.2% | Added |
| First Financial Corp | 670 | $75.0K | 0.05% | 00.0% | Unchanged |
| Montag A & Associates Inc | 702 | $78.6K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 703 | $78.7K | 0.01% | −2−0.3% | Reduced |
| Old North State Trust, LLC | 708 | $79.0K | 0.05% | −3−0.4% | Reduced |
| Harbour Investments, Inc. | 713 | $79.8K | 0.00% | +17+2.4% | Added |
| Smithfield Trust Co | 721 | $82.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 738 | $82.6K | 0.00% | +109+17.3% | Added |
| Concord Wealth Partners | 772 | $86.4K | 0.02% | −35−4.3% | Reduced |
| Tradition Wealth Management, LLC | 779 | $87.0K | 0.01% | +779 | New |
| Massmutual Trust Co FSB | 816 | $91.4K | 0.00% | +132+19.3% | Added |
| Silvant Capital Management LLC | 821 | $91.9K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 840 | $94.1K | 0.01% | −4,087−83.0% | Reduced |
| Bokf, NA | 841 | $94.2K | 0.00% | −10,801−92.8% | Reduced |
| Clearstead Advisors, LLC | 844 | $94.5K | 0.01% | +169+25.0% | Added |
| Pinnacle Bancorp, Inc. | 852 | $95.4K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 859 | $96.0K | 0.00% | −51−5.6% | Reduced |
| First Manhattan Co | 1,000 | $112.0K | 0.00% | −53−5.0% | Reduced |
| Rowland & Co Investment Counsel | 1,000 | $112.0K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $112.0K | 0.07% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,000 | $112.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,000 | $112.0K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,001 | $112.1K | 0.07% | 00.0% | Unchanged |
| Motco | 1,024 | $114.7K | 0.01% | +43+4.4% | Added |
| Ameritas Advisory Services, LLC | 1,043 | $115.5K | 0.01% | +1,043 | New |
| Rosenberg Matthew Hamilton | 1,045 | $117.0K | 0.04% | +80+8.3% | Added |
| MV Capital Management, Inc. | 1,049 | $117.5K | 0.02% | +623+146.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,098 | $118.0K | 0.00% | +495+82.1% | Added |
| Tobam | 1,059 | $119.0K | 0.01% | +339+47.1% | Added |
| AIA Group Ltd | 1,118 | $125.2K | 0.01% | −225−16.8% | Reduced |
| Register Financial Advisors LLC | 1,126 | $126.1K | 0.10% | +305+37.1% | Added |
| Thompson Investment Management, Inc. | 1,131 | $126.6K | 0.02% | +1,131 | New |
| Cullen/Frost Bankers, Inc. | 1,144 | $128.1K | 0.00% | +268+30.6% | Added |
| Lindbrook Capital, LLC | 1,152 | $129.0K | 0.02% | +88+8.3% | Added |
| Stelac Advisory Services LLC | 1,208 | $135.3K | 0.06% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,272 | $142.4K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,355 | $151.7K | 0.00% | +175+14.8% | Added |
| Ninepoint Partners LP | 1,372 | $153.6K | 0.02% | −153−10.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,506 | $168.7K | 0.09% | +468+45.1% | Added |
| Ridgewood Investments LLC | 1,539 | $172.3K | 0.11% | +1,539 | New |
| Kistler-Tiffany Companies, LLC | 1,547 | $173.3K | 0.03% | −159−9.3% | Reduced |
| Trust Co | 1,555 | $174.1K | 0.03% | +12+0.8% | Added |
| BDO Wealth Advisors, LLC | 1,643 | $184.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,658 | $185.6K | 0.01% | −405−19.6% | Reduced |