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 |
|---|---|---|---|---|---|
| First National Bank of Omaha | 3,940 | $441.2K | 0.03% | −60−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 3,946 | $441.8K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,944 | $442.0K | 0.09% | −77−1.9% | Reduced |
| Accuvest Global Advisors | 3,958 | $443.0K | 0.20% | −8,360−67.9% | Reduced |
| CWA Asset Management Group, LLC | 3,959 | $443.3K | 0.03% | +536+15.7% | Added |
| Optimum Investment Advisors | 3,961 | $443.5K | 0.23% | −130−3.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,964 | $443.8K | 0.09% | +365+10.1% | Added |
| Citadel Advisors LLC | 3,997 | $447.5K | 0.00% | −279,210−98.6% | Reduced |
| CWM, LLC | 4,010 | $449.0K | 0.00% | −15−0.4% | Reduced |
| Eqis Capital Management, Inc. | 4,085 | $457.4K | 0.05% | −5,647−58.0% | Reduced |
| Beacon Investment Advisors LLC | 4,094 | $458.4K | 0.33% | +89+2.2% | Added |
| Oak Grove Capital LLC | 4,100 | $459.1K | 0.21% | −1,800−30.5% | Reduced |
| Bessemer Securities LLC | 4,129 | $462.0K | 0.22% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,161 | $465.9K | 0.02% | +775+22.9% | Added |
| Trust Co of Vermont | 4,176 | $467.6K | 0.03% | −238−5.4% | Reduced |
| Altshuler Shaham Ltd | 4,200 | $470.3K | 0.01% | −23,365−84.8% | Reduced |
| Element Wealth, LLC | 4,217 | $472.2K | 0.35% | +37+0.9% | Added |
| Stamos Capital Partners, L.P. | 4,270 | $478.1K | 0.12% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,339 | $485.9K | 0.01% | +37+0.9% | Added |
| CWM Advisors, LLC | 4,349 | $487.0K | 0.06% | −1,417−24.6% | Reduced |
| Stephens Inc | 4,358 | $488.0K | 0.01% | −77−1.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,422 | $495.0K | 0.02% | −1,406−24.1% | Reduced |
| Bayesian Capital Management, LP | 4,509 | $504.9K | 0.06% | −4,809−51.6% | Reduced |
| Panagora Asset Management Inc | 4,540 | $508.3K | 0.00% | −2,552−36.0% | Reduced |
| Equitable Holdings, Inc. | 4,549 | $509.4K | 0.01% | +1,798+65.4% | Added |
| Griffin Asset Management, Inc. | 4,625 | $517.9K | 0.07% | −7−0.2% | Reduced |
| Sowell Financial Services LLC | 4,645 | $520.0K | 0.04% | +4,645 | New |
| Alta Wealth Advisors LLC | 4,650 | $520.7K | 0.33% | −30−0.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,675 | $523.5K | 0.08% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,694 | $525.6K | 0.02% | −757−13.9% | Reduced |
| Banque Cantonale Vaudoise | 4,689 | $526.0K | 0.03% | +1,880+66.9% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 4,809 | $538.4K | 0.47% | −196−3.9% | Reduced |
| Highline Wealth Partners LLC | 4,842 | $542.2K | 0.37% | +10.0% | Added |
| MAI Capital Management | 4,860 | $544.2K | 0.01% | −810−14.3% | Reduced |
| Veriti Management LLC | 4,872 | $545.5K | 0.06% | +485+11.1% | Added |
| TownSquare Capital, LLC | 4,969 | $556.3K | 0.01% | +1,373+38.2% | Added |
| Sound View Wealth Advisors Group, LLC | 4,972 | $556.7K | 0.08% | −591−10.6% | Reduced |
| Scotia Capital Inc. | 4,996 | $559.4K | 0.00% | +787+18.7% | Added |
| American Assets Inc | 5,000 | $559.9K | 0.27% | 00.0% | Unchanged |
| EJF Capital LLC | 5,000 | $559.9K | 0.21% | +1,000+25.0% | Added |
| Profund Advisors LLC | 5,033 | $563.5K | 0.03% | −1,557−23.6% | Reduced |
| MRP Capital Investments, LLC | 5,045 | $564.9K | 0.62% | +1,115+28.4% | Added |
| VELA Investment Management, LLC | 5,056 | $566.1K | 0.26% | 00.0% | Unchanged |
| Hollencrest Capital Management | 5,124 | $573.7K | 0.06% | −7−0.1% | Reduced |
| Parallel Advisors, LLC | 5,188 | $580.9K | 0.02% | −634−10.9% | Reduced |
| Ascent Group, LLC | 5,191 | $581.2K | 0.06% | −221−4.1% | Reduced |
| Versor Investments LP | 5,202 | $582.5K | 0.08% | −600−10.3% | Reduced |
| Arete Wealth Advisors, LLC | 5,228 | $585.0K | 0.05% | +1,812+53.0% | Added |
| Checchi Capital Advisers, LLC | 5,241 | $586.8K | 0.06% | +414+8.6% | Added |
| Cresset Asset Management, LLC | 5,244 | $587.2K | 0.01% | +5,244 | New |
| Monetary Management Group Inc | 5,250 | $587.8K | 0.17% | 00.0% | Unchanged |
| Keybank National Association | 5,251 | $588.0K | 0.00% | +524+11.1% | Added |
| Gilman Hill Asset Management, LLC | 5,271 | $590.2K | 0.12% | −463−8.1% | Reduced |
| Brown Advisory Inc | 5,316 | $595.3K | 0.00% | +603+12.8% | Added |
| Moody National Bank Trust Division | 5,329 | $596.7K | 0.05% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 5,384 | $602.8K | 0.36% | −218−3.9% | Reduced |
| First Hawaiian Bank | 5,389 | $603.4K | 0.02% | +1,618+42.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 5,393 | $604.0K | 0.02% | +122+2.3% | Added |
| Independent Financial Group, LLC | 5,405 | $605.1K | 0.05% | +734+15.7% | Added |
| Castle Rock Wealth Management, LLC | 5,702 | $607.1K | 0.22% | +431+8.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,459 | $611.2K | 0.01% | +180+3.4% | Added |
| Future Financial Wealth Managment LLC | 5,449 | $612.6K | 0.68% | −1,489−21.5% | Reduced |
| Coldstream Capital Management Inc | 5,477 | $613.3K | 0.02% | −228−4.0% | Reduced |
| IFP Advisors, Inc | 3,192 | $613.4K | 0.03% | −979−23.5% | Reduced |
| Bluefin Capital Management, LLC | – | $615.8K | 0.09% | – | – |
| Wedbush Securities Inc | 5,585 | $625.0K | 0.03% | −190−3.3% | Reduced |
| Cetera Advisors LLC | 5,582 | $625.0K | 0.01% | −95−1.7% | Reduced |
| Verdence Capital Advisors LLC | 5,597 | $626.6K | 0.08% | −36−0.6% | Reduced |
| MSH Capital Advisors LLC | 5,597 | $626.7K | 0.27% | +942+20.2% | Added |
| EverSource Wealth Advisors, LLC | 5,667 | $634.5K | 0.08% | +278+5.2% | Added |
| Ninety One SA (PTY) Ltd | 5,808 | $635.3K | 0.16% | +1,915+49.2% | Added |
| Tiedemann Advisors, LLC | 5,681 | $636.1K | 0.03% | +94+1.7% | Added |
| Wellington Shields & Co., LLC | 5,700 | $638.2K | 0.14% | −420−6.9% | Reduced |
| Sigma Planning Corp | 5,732 | $641.9K | 0.02% | +2,218+63.1% | Added |
| BBJS Financial Advisors, LLC | 5,735 | $642.1K | 0.26% | +1,393+32.1% | Added |
| Ossiam | 5,834 | $653.2K | 0.01% | +1,911+48.7% | Added |
| Los Angeles Capital Management LLC | 5,870 | $657.3K | 0.00% | −349,904−98.4% | Reduced |
| Congress Wealth Management LLC | 5,948 | $666.0K | 0.02% | +382+6.9% | Added |
| Rothschild Investment Corp | 5,961 | $667.0K | 0.06% | +28+0.5% | Added |
| Boston Private Wealth LLC | 5,960 | $667.4K | 0.01% | −1,403−19.1% | Reduced |
| Renasant Bank | 5,982 | $669.8K | 0.52% | −462−7.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,999 | $671.7K | 0.05% | +521+9.5% | Added |
| Marshall Wace, LLP | 6,046 | $677.0K | 0.00% | +6,046 | New |
| Penserra Capital Management LLC | 6,087 | $681.0K | 0.01% | +812+15.4% | Added |
| Williams Jones Wealth Management, LLC. | 6,103 | $683.4K | 0.01% | −2,235−26.8% | Reduced |
| Marino, Stram & Associates LLC | 6,114 | $684.6K | 0.21% | +459+8.1% | Added |
| Prospera Financial Services Inc | 6,147 | $688.3K | 0.03% | +71+1.2% | Added |
| Sumitomo Life Insurance Co | 6,188 | $693.0K | 0.06% | −63−1.0% | Reduced |
| Cerity Partners LLC | 6,297 | $700.8K | 0.00% | −93−1.5% | Reduced |
| TD Waterhouse Canada Inc. | 6,240 | $701.3K | 0.01% | −3,370−35.1% | Reduced |
| Capstone Investment Advisors, LLC | 6,293 | $704.6K | 0.02% | −21,715−77.5% | Reduced |
| TBH Global Asset Management, LLC | 6,323 | $708.0K | 0.15% | −2,253−26.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,381 | $714.5K | 0.43% | +75+1.2% | Added |
| Solidarilty Wealth, LLC | 6,406 | $717.3K | 0.33% | +6,406 | New |
| Gallagher Fiduciary Advisors, LLC | 6,435 | $721.2K | 0.06% | +6,435 | New |
| Strategic Advisors LLC | 6,500 | $727.8K | 0.15% | +1,800+38.3% | Added |
| Bleakley Financial Group, LLC | 6,618 | $741.1K | 0.02% | +59+0.9% | Added |
| Sawtooth Solutions, LLC | 6,620 | $741.3K | 0.02% | +3,306+99.8% | Added |
| Ausdal Financial Partners, Inc. | 6,688 | $748.9K | 0.10% | −138−2.0% | Reduced |
| HighTower Trust Services, LTA | 6,797 | $757.8K | 0.07% | +18+0.3% | Added |