Skip to main content
Livermore
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, 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
Dividend Assets Capital, LLC1,600$188.0K0.04%00.0%Unchanged
North Star Investment Management Corp.1,740$194.8K0.02%00.0%Unchanged
Clear Street Markets LLC1,742$195.0K0.05%−1,489−46.1%Reduced
My Legacy Advisors, LLC1,830$200.5K0.09%+91+5.2%Added
Clearwater Capital Advisors, LLC1,800$201.5K0.02%00.0%Unchanged
Csenge Advisory Group1,801$201.7K0.01%−331−15.5%Reduced
Harvest Fund Management Co., Ltd1,809$202.0K0.04%−1,564−46.4%Reduced
Jackson Hole Capital Partners, LLC1,810$202.7K0.05%+1,810New
Cabot Wealth Management Inc1,845$207.0K0.03%+50+2.8%Added
NorthRock Partners, LLC1,868$209.1K0.02%−165−8.1%Reduced
Valley Forge Investment Consultants Inc Adv1,879$210.4K0.11%00.0%Unchanged
Vicus Capital1,888$211.4K0.02%+12+0.6%Added
NBT Bank N A1,900$212.7K0.03%00.0%Unchanged
Balentine LLC1,904$213.2K0.01%−164−7.9%Reduced
Mission Wealth Management, LP1,904$213.2K0.01%+85+4.7%Added
Schechter Investment Advisors, LLC1,964$219.9K0.02%−716−26.7%Reduced
MQS Management LLC1,964$219.9K0.14%+1,964New
Connecticut Wealth Management, LLC1,966$220.1K0.02%+1,966New
Dorsey & Whitney Trust CO LLC1,967$220.2K0.02%−146−6.9%Reduced
Regent Peak Wealth Advisors LLC1,969$220.5K0.07%−4−0.2%Reduced
Graypoint LLC1,974$221.0K0.02%−450−18.6%Reduced
Oxford Financial Group Ltd1,981$221.8K0.02%+40+2.1%Added
American State Bank (Iowa)1,982$221.9K0.16%00.0%Unchanged
Affinity Wealth Management LLC1,985$222.3K0.05%+136+7.4%Added
Laidlaw Wealth Management LLC1,999$223.8K0.05%+1,999New
Herbst Group, LLC2,040$228.4K0.16%00.0%Unchanged
Stonnington Group, LLC2,104$229.2K0.06%+2,104New
Woodward Diversified Capital, LLC2,047$229.2K0.18%00.0%Unchanged
Rockland Trust Co2,050$229.5K0.01%00.0%Unchanged
Empower Advisory Group, LLC2,048$230.2K0.00%+2,048New
Manchester Financial Inc2,066$231.3K0.07%00.0%Unchanged
Carnegie Capital Asset Management, LLC2,070$231.8K0.01%+206+11.1%Added
Shelton Capital Management2,085$233.5K0.01%00.0%Unchanged
Edmp, Inc.2,085$233.5K0.23%00.0%Unchanged
Harvest Portfolios Group Inc.2,092$234.2K0.01%+56+2.8%Added
Whalerock Point Partners, LLC2,119$237.3K0.09%00.0%Unchanged
Godshalk Welsh Capital Management, Inc.2,125$237.9K0.17%00.0%Unchanged
Viawealth, LLC2,130$238.4K0.19%+135+6.8%Added
Sloy Dahl & Holst, LLC2,139$239.5K0.05%00.0%Unchanged
Sentry Investment Management LLC2,141$240.0K0.10%+1,444+207.2%Added
IFG Advisory, LLC2,158$241.6K0.02%−268−11.0%Reduced
Walter & Keenan Financial Consulting Co2,178$243.9K0.09%+2,178New
Renaissance Group LLC2,186$244.8K0.01%00.0%Unchanged
Apollon Wealth Management, LLC2,187$244.8K0.02%+231+11.8%Added
Diversified Trust Co2,191$245.3K0.01%−4,546−67.5%Reduced
Cladis Investment Advisory, LLC2,200$246.3K0.22%00.0%Unchanged
Wealthsource Partners, LLC2,208$247.2K0.02%−17−0.8%Reduced
RSM US Wealth Management LLC2,209$247.3K0.01%+9+0.4%Added
Novare Capital Management LLC2,210$247.5K0.03%+100+4.7%Added
Stiles Financial Services Inc2,216$248.1K0.13%−23−1.0%Reduced
Kula Investments, LLC2,220$248.6K0.06%+2,220New
Desjardins Global Asset Management Inc.2,223$249.0K0.03%+1,237+125.5%Added
LJI Wealth Management, LLC2,231$249.8K0.08%00.0%Unchanged
Hoxton Planning & Management, LLC2,232$249.9K0.14%−112−4.8%Reduced
Pinnacle Associates Ltd2,239$250.7K0.01%+79+3.7%Added
Socha Financial Group, LLC2,250$251.9K0.16%+281+14.3%Added
Compton Capital Management Inc2,250$251.9K0.54%−4,350−65.9%Reduced
Malaga Cove Capital, LLC2,251$252.0K0.12%+2,251New
PFG Investments, LLC2,252$252.2K0.05%+2,252New
Samalin Investment Counsel, LLC2,256$252.6K0.15%+415+22.5%Added
Barry Investment Advisors, LLC2,273$254.5K0.08%−99−4.2%Reduced
Manchester Capital Management LLC2,279$255.2K0.03%+127+5.9%Added
Sompo Asset Management Co., Ltd.2,300$257.5K0.05%+2,300New
Kaizen Financial Strategies2,304$258.0K0.25%−55−2.3%Reduced
Nilsine Partners, LLC2,310$258.7K0.04%+2,310New
Mirabella Financial Services LLP2,315$259.2K0.06%+2,315New
Proequities, Inc.2,328$260.7K0.02%+69+3.1%Added
Strategic Financial Concepts, LLC2,335$261.5K0.11%+2,335New
Worth Venture Partners, LLC2,350$263.1K0.13%00.0%Unchanged
Inspire Advisors, LLC2,383$266.8K0.06%+127+5.6%Added
Silverleafe Capital Partners, LLC2,400$268.7K0.17%00.0%Unchanged
Bramshill Investments, LLC2,400$268.7K0.03%00.0%Unchanged
Adams Asset Advisors, LLC2,414$270.3K0.04%00.0%Unchanged
Stratos Wealth Advisors, LLC2,416$270.6K0.02%+13+0.5%Added
Arkadios Wealth Advisors2,417$270.7K0.03%+26+1.1%Added
Savant Capital, LLC2,421$271.1K0.01%+66+2.8%Added
Lafayette Investments, Inc.2,425$271.5K0.08%−1,175−32.6%Reduced
Lincoln National Corp2,436$272.7K0.01%−61−2.4%Reduced
Rehmann Capital Advisory Group2,437$272.9K0.03%+5+0.2%Added
HB Wealth Management, LLC2,463$275.8K0.00%−336−12.0%Reduced
Stock Yards Bank & Trust Co2,465$276.0K0.01%00.0%Unchanged
RMR Wealth Builders2,476$277.2K0.05%−65−2.6%Reduced
Financial Sense Advisors, Inc.2,500$279.9K0.13%00.0%Unchanged
Merrion Investment Management Co, LLC2,500$279.9K0.27%00.0%Unchanged
Welch Group, LLC2,502$280.1K0.02%+5+0.2%Added
1620 Investment Advisors, Inc.2,510$281.0K0.34%00.0%Unchanged
Moody Lynn & Lieberson, LLC2,525$282.7K0.03%+25+1.0%Added
Strategic Wealth Designers2,525$282.8K0.05%+13+0.5%Added
Intrust Bank NA2,533$283.6K0.04%−27−1.1%Reduced
Abbrea Capital, LLC2,540$284.0K0.05%−417−14.1%Reduced
Proficio Capital Partners LLC2,558$286.4K0.05%−33−1.3%Reduced
Comerica Securities,inc.2,562$286.9K0.02%−120−4.5%Reduced
Washington Trust Bank2,588$289.8K0.03%00.0%Unchanged
SG Americas Securities, LLC2,588$290.0K0.00%−10,484−80.2%Reduced
Transamerica Financial Advisors, Inc.2,598$291.0K0.04%+283+12.2%Added
Deseret Mutual Benefit Administrators2,606$291.8K0.12%−96−3.6%Reduced
Ritholtz Wealth Management2,610$292.3K0.01%−975−27.2%Reduced
Sequoia Financial Advisors, LLC2,611$292.4K0.01%+91+3.6%Added
Umb Bank N A2,640$295.6K0.00%−12−0.5%Reduced
Intrua Financial, LLC2,786$296.3K0.06%−16−0.6%Reduced