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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
O'Rourke & Company, Inc2,653$297.0K0.23%+526+24.7%Added
Pearl River Capital, LLC2,668$298.7K0.05%+2,668New
Dynamic Technology Lab Private Ltd2,714$304.0K0.03%+2,714New
Cornerstone Advisory, LLC2,718$304.3K0.05%−359−11.7%Reduced
Siemens Fonds Invest GmbH2,735$306.2K0.03%−36−1.3%Reduced
Tiaa, FSB2,739$306.7K0.00%−523−16.0%Reduced
Bard Financial Services, Inc.2,750$307.9K0.02%00.0%Unchanged
KB Financial Partners, LLC2,751$308.0K0.09%+160+6.2%Added
Waddell & Associates, LLC2,752$308.1K0.05%−80−2.8%Reduced
Sustainable Insight Capital Management, LLC2,774$310.6K0.31%−200−6.7%Reduced
Octavia Wealth Advisors, LLC2,807$314.3K0.07%−256−8.4%Reduced
Insigneo Advisory Services, LLC2,887$314.4K0.10%+69+2.4%Added
Stratos Wealth Partners, LTD.2,815$315.2K0.01%−558−16.5%Reduced
Journey Strategic Wealth LLC2,822$316.1K0.03%+378+15.5%Added
Kapitalo Investimentos Ltda2,845$318.6K0.11%+2,845New
Market Street Wealth Management Advisors LLC2,847$318.8K0.08%+24+0.9%Added
Schnieders Capital Management LLC2,848$318.9K0.07%+500+21.3%Added
Interchange Capital Partners, LLC2,886$320.5K0.17%+759+35.7%Added
Baker Tilly Wealth Management, LLC2,873$321.7K0.04%+2,873New
Coco Enterprises, LLC2,940$323.6K0.26%−46−1.5%Reduced
Pathway Financial Advisers, LLC2,895$324.1K0.13%+49+1.7%Added
Marex Group plc2,895$324.2K0.04%−1,205−29.4%Reduced
M&G Investment Management Ltd2,910$325.9K0.00%−347−10.7%Reduced
SkyView Investment Advisors, LLC2,927$328.0K0.08%+231+8.6%Added
Morningstar Investment Management LLC2,942$329.0K0.05%+275+10.3%Added
Wedmont Private Capital3,019$330.8K0.04%+78+2.7%Added
First National Bank Sioux Falls2,965$332.0K0.23%−95−3.1%Reduced
Westover Capital Advisors, LLC3,000$335.9K0.12%00.0%Unchanged
Moors & Cabot, Inc.3,010$337.0K0.02%−1,537−33.8%Reduced
Conning Inc.3,018$337.9K0.01%−23−0.8%Reduced
Founders Capital Management3,020$338.0K0.26%00.0%Unchanged
Blueprint Investment Partners LLC3,031$339.4K0.08%+3,031New
Shell Asset Management Co3,047$341.0K0.01%+751+32.7%Added
FDx Advisors, Inc.2,908$342.0K0.01%00.0%Unchanged
Camelot Portfolios, LLC3,055$342.1K0.24%−168−5.2%Reduced
Arrowstreet Capital, Limited Partnership3,069$344.0K0.00%+3,069New
Lombard Odier Asset Management (Switzerland) SA3,080$344.9K0.03%+1,189+62.9%Added
Axxcess Wealth Management, LLC3,088$345.8K0.03%00.0%Unchanged
CenterStar Asset Management, LLC3,089$345.9K1.04%––
Cohen Klingenstein LLC3,100$347.1K0.02%00.0%Unchanged
Perigon Wealth Management, LLC3,126$350.0K0.02%−727−18.9%Reduced
Lederer & Associates Investment Counsel3,132$351.0K0.27%00.0%Unchanged
Ballentine Partners, LLC3,137$351.3K0.01%+234+8.1%Added
Buckingham Strategic Wealth, LLC3,020$354.8K0.01%00.0%Unchanged
Prime Capital Investment Advisors, LLC3,174$355.4K0.01%+3,174New
Robertson Stephens Wealth Management, LLC3,182$356.3K0.03%+3,182New
Schulhoff & Co Inc3,200$358.3K0.17%+180+6.0%Added
Reuter James Wealth Management, LLC3,225$361.1K0.25%00.0%Unchanged
Sunbelt Securities, Inc.3,365$361.9K0.06%+841+33.3%Added
Asset Management Resources, LLC3,247$363.6K0.23%+8+0.2%Added
Qtron Investments LLC3,251$364.0K0.07%−1,279−28.2%Reduced
Good Life Advisors, LLC3,276$366.8K0.05%+222+7.3%Added
Bank Julius Baer & Co. Ltd, Zurich3,281$367.0K0.00%−179−5.2%Reduced
Tobias Financial Advisors, Inc.3,289$368.3K0.11%+40+1.2%Added
Prudent Man Advisors, LLC3,297$369.0K0.14%00.0%Unchanged
Johnson Investment Counsel Inc3,299$369.4K0.00%−127−3.7%Reduced
Supplemental Annuity Collective Trust of NJ3,300$369.5K0.14%00.0%Unchanged
Element Pointe Advisors, LLC3,333$373.2K0.13%00.0%Unchanged
Paradigm Financial Partners, LLC3,382$378.7K0.10%+365+12.1%Added
Compagnie Lombard Odier SCmA3,394$380.0K0.01%00.0%Unchanged
Joel Isaacson & Co., LLC3,396$380.3K0.03%−130−3.7%Reduced
Regions Financial Corp3,402$381.0K0.00%−556−14.0%Reduced
Longfellow Investment Management Co LLC3,404$381.1K0.09%00.0%Unchanged
Alps Advisors Inc3,416$382.5K0.00%−450−11.6%Reduced
Garda Capital Partners LP3,424$383.4K0.34%+3,424New
Clarius Group, LLC3,428$383.8K0.03%+103+3.1%Added
Bradley Foster & Sargent Inc3,438$385.0K0.01%00.0%Unchanged
Mogy Joel R Investment Counsel Inc3,440$385.2K0.03%−400−10.4%Reduced
Washington Trust Co3,455$386.9K0.02%00.0%Unchanged
Murphy Pohlad Asset Management LLC3,470$388.5K0.16%00.0%Unchanged
Resources Investment Advisors, LLC.3,486$390.3K0.01%+3,486New
J.W. Cole Advisors, Inc.3,500$391.9K0.03%+1,150+48.9%Added
Quadrant Capital Group LLC3,531$395.4K0.04%+91+2.6%Added
PEAK6 Investments LLC3,547$397.2K0.03%+3,547New
We Are One Seven, LLC3,549$397.4K0.03%+288+8.8%Added
AdvisorShares Investments LLC3,561$398.7K0.12%+3,561New
Wintrust Investments LLC3,563$399.0K0.05%−65−1.8%Reduced
Brown, Lisle/Cummings, Inc.3,565$399.2K0.20%−95−2.6%Reduced
SageView Advisory Group, LLC3,572$399.9K0.03%+3,572New
American Investment Services, Inc.3,405$400.0K0.08%00.0%Unchanged
Alpha Cubed Investments, LLC3,585$401.4K0.03%−815−18.5%Reduced
Nomura Holdings Inc3,633$406.8K0.00%+3,633New
Capital Investment Advisors, LLC3,633$406.8K0.01%−210−5.5%Reduced
JDM Financial Group LLC3,646$408.3K0.38%−1,034−22.1%Reduced
Gables Capital Management Inc.3,650$408.7K0.29%+75+2.1%Added
Ghe, LLC3,652$408.9K0.32%00.0%Unchanged
CAPROCK Group, Inc.3,697$414.0K0.03%+892+31.8%Added
RS Crum Inc.3,709$415.3K0.16%00.0%Unchanged
Harbor Investment Advisory, LLC3,750$419.9K0.06%−686−15.5%Reduced
First Dallas Securities Inc.3,750$420.0K0.25%00.0%Unchanged
IHT Wealth Management, LLC3,782$423.5K0.02%+3,782New
Pitcairn Co3,798$425.3K0.04%+523+16.0%Added
KMG Fiduciary Partners, LLC3,801$425.6K0.06%−5,815−60.5%Reduced
DRW Securities, LLC3,833$429.0K0.06%+297+8.4%Added
Wexford Capital LP3,845$430.5K0.09%+520+15.6%Added
Sage Investment Advisers LLC3,857$431.9K0.58%+9+0.2%Added
Beaumont Asset Management, L.L.C.3,864$432.7K0.32%−125−3.1%Reduced
Augustine Asset Management Inc3,907$437.5K0.22%+2+0.1%Added
Avantax Advisory Services, Inc.3,911$438.0K0.01%+4+0.1%Added
Colony Group LLC3,943$441.0K0.01%−1,381−25.9%Reduced