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.
| 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 |
|---|---|---|---|---|---|
| Park Place Capital Corp | 6,818 | $763.4K | 0.21% | −398−5.5% | Reduced |
| Raymond James Trust N.A. | 6,923 | $775.0K | 0.02% | +269+4.0% | Added |
| Palogic Value Management, L.P. | 6,963 | $779.6K | 0.38% | +589+9.2% | Added |
| Gifford Fong Associates | 7,000 | $784.0K | 0.21% | 00.0% | Unchanged |
| Ostrum Asset Management | 7,095 | $794.4K | 0.07% | +7,095 | New |
| Dai-Ichi Life Insurance Company, Ltd | 7,199 | $806.1K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 7,220 | $808.4K | 0.74% | +7,220 | New |
| TrueWealth Advisors, LLC | 7,260 | $812.9K | 0.34% | +340+4.9% | Added |
| Kinneret Advisory, LLC | 7,456 | $834.8K | 0.11% | −401−5.1% | Reduced |
| Illinois Municipal Retirement Fund | 7,454 | $835.0K | 0.02% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 7,500 | $839.8K | 0.01% | +7,500 | New |
| Commerzbank Aktiengesellschaft | 7,526 | $843.0K | 0.05% | −2,328−23.6% | Reduced |
| Fiduciary Trust Co | 7,545 | $844.8K | 0.02% | −260−3.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,560 | $846.5K | 0.01% | −1,209−13.8% | Reduced |
| Simmons Bank | 7,643 | $855.8K | 0.07% | +61+0.8% | Added |
| Assenagon Asset Management S.A. | 7,712 | $863.5K | 0.00% | −219−2.8% | Reduced |
| Wetherby Asset Management Inc | 7,754 | $868.2K | 0.05% | −244−3.1% | Reduced |
| TrimTabs Asset Management, LLC | 7,806 | $874.0K | 0.47% | +1,020+15.0% | Added |
| Brinker Capital Investments, LLC | 7,850 | $879.1K | 0.01% | +3,586+84.1% | Added |
| Orion Portfolio Solutions, LLC | 7,850 | $879.1K | 0.01% | +4,480+132.9% | Added |
| Invst, LLC | 7,987 | $883.4K | 0.14% | −636−7.4% | Reduced |
| Belpointe Asset Management LLC | 7,923 | $887.2K | 0.05% | +808+11.4% | Added |
| M Holdings Securities, Inc. | 7,983 | $894.0K | 0.09% | −488−5.8% | Reduced |
| Gabelli Funds LLC | 8,000 | $895.8K | 0.01% | +8,000 | New |
| Bedel Financial Consulting, Inc. | 8,020 | $898.0K | 0.22% | −158−1.9% | Reduced |
| Leonteq Securities AG | 8,102 | $907.2K | 0.08% | −3,439−29.8% | Reduced |
| Meeder Advisory Services, Inc. | 8,427 | $943.5K | 0.11% | −752−8.2% | Reduced |
| Everence Capital Management Inc | 8,469 | $948.0K | 0.08% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 8,677 | $971.6K | 0.54% | +730+9.2% | Added |
| Cullen Capital Management LLC | 8,714 | $975.7K | 0.01% | +8,714 | New |
| Winton Group Ltd | 8,726 | $977.0K | 0.06% | +8,726 | New |
| Richard Bernstein Advisors LLC | 8,729 | $977.4K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8,735 | $978.1K | 0.04% | −423−4.6% | Reduced |
| Toroso Investments, LLC | 8,841 | $990.0K | 0.03% | +1,208+15.8% | Added |
| Titleist Asset Management, LLC | 8,945 | $1.00M | 0.21% | +8,945 | New |
| Valeo Financial Advisors, LLC | 9,034 | $1.01M | 0.05% | −2,989−24.9% | Reduced |
| Mark Asset Management LP | 9,072 | $1.02M | 0.19% | 00.0% | Unchanged |
| Stevens Capital Management LP | 9,188 | $1.03M | 0.26% | +9,188 | New |
| Financial Advocates Investment Management | 9,228 | $1.03M | 0.08% | +73+0.8% | Added |
| Transcend Wealth Collective, LLC | 9,315 | $1.04M | 0.11% | +9,315 | New |
| NewEdge Wealth, LLC | 9,331 | $1.04M | 0.04% | +233+2.6% | Added |
| Paradigm Asset Management Co LLC | 9,445 | $1.06M | 0.29% | −100−1.0% | Reduced |
| LMR Partners LLP | 9,508 | $1.06M | 0.02% | −5,052−34.7% | Reduced |
| BCGM Wealth Management, LLC | 9,557 | $1.07M | 0.54% | −250−2.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 9,684 | $1.08M | 0.15% | −4,437−31.4% | Reduced |
| International Assets Investment Management, LLC | 9,854 | $1.10M | 0.16% | −4,928−33.3% | Reduced |
| Miracle Mile Advisors, LLC | 9,897 | $1.11M | 0.04% | −378−3.7% | Reduced |
| Assetmark, Inc | 9,914 | $1.11M | 0.00% | +5,822+142.3% | Added |
| Quantinno Capital Management LP | 9,932 | $1.11M | 0.07% | +2,695+37.2% | Added |
| Personal Cfo Solutions, LLC | 9,982 | $1.12M | 0.23% | +122+1.2% | Added |
| Convergence Investment Partners, LLC | 9,984 | $1.12M | 0.66% | +9,984 | New |
| Atria Investments LLC | 9,992 | $1.12M | 0.02% | +1,224+14.0% | Added |
| Integrated Wealth Concepts LLC | 10,052 | $1.13M | 0.02% | +3,423+51.6% | Added |
| Lido Advisors, LLC | 10,064 | $1.13M | 0.02% | +1,309+15.0% | Added |
| MBL Wealth, LLC | 10,101 | $1.13M | 0.18% | +103+1.0% | Added |
| Greenleaf Trust | 10,114 | $1.13M | 0.01% | +7+0.1% | Added |
| GWM Advisors LLC | 10,158 | $1.14M | 0.01% | −1,370−11.9% | Reduced |
| Vanderbilt University | 10,169 | $1.14M | 0.28% | +446+4.6% | Added |
| Donoghue Forlines LLC | 10,186 | $1.14M | 0.41% | −5,943−36.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,276 | $1.15M | 0.03% | +29+0.3% | Added |
| Thompson Siegel & Walmsley LLC | 10,300 | $1.15M | 0.02% | −23,350−69.4% | Reduced |
| Federated Hermes, Inc. | 10,424 | $1.17M | 0.00% | −966−8.5% | Reduced |
| Vinva Investment Management Ltd | 10,953 | $1.18M | 0.10% | +10,953 | New |
| Granger Management LLC | 10,661 | $1.19M | 0.53% | −792−6.9% | Reduced |
| Canandaigua National Bank & Trust Co | 10,826 | $1.21M | 0.20% | +10,826 | New |
| Jeppson Wealth Management, LLC | 10,920 | $1.22M | 0.53% | −149−1.3% | Reduced |
| Pathstone Family Office, LLC | 11,110 | $1.25M | 0.02% | −2,865−20.5% | Reduced |
| Ieq Capital, LLC | 11,159 | $1.25M | 0.03% | +71+0.6% | Added |
| Cubist Systematic Strategies, LLC | 11,161 | $1.25M | 0.01% | +11,161 | New |
| Meitav Dash Investments Ltd | 11,688 | $1.25M | 0.02% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 11,300 | $1.26M | 0.74% | −120−1.1% | Reduced |
| Ibex Wealth Advisors | 11,297 | $1.26M | 0.33% | +11,297 | New |
| Acadian Asset Management LLC | 11,415 | $1.28M | 0.01% | −30,656−72.9% | Reduced |
| Morse Asset Management, Inc | 11,485 | $1.29M | 0.43% | +5,685+98.0% | Added |
| Verition Fund Management LLC | 11,504 | $1.29M | 0.02% | +1,914+20.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,634 | $1.30M | 0.11% | −97−0.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 11,705 | $1.31M | 0.47% | −9−0.1% | Reduced |
| Industrial Alliance Investment Management Inc. | 11,753 | $1.32M | 0.04% | +11,753 | New |
| Vestmark Advisory Solutions, Inc. | 11,816 | $1.32M | 0.06% | +185+1.6% | Added |
| Pacific Global Investment Management CO | 11,914 | $1.33M | 0.29% | −517−4.2% | Reduced |
| Brookstone Capital Management | 12,190 | $1.36M | 0.03% | −613−4.8% | Reduced |
| Investors Research Corp | 12,237 | $1.37M | 0.36% | −225−1.8% | Reduced |
| Cascade Investment Advisors, Inc. | 12,328 | $1.38M | 1.09% | −55−0.4% | Reduced |
| KG&L Capital Management,LLC | 12,430 | $1.39M | 0.73% | −113−0.9% | Reduced |
| Howland Capital Management LLC | 12,452 | $1.39M | 0.08% | +68+0.5% | Added |
| Tower Research Capital LLC (TRC) | 12,520 | $1.40M | 0.04% | +3,452+38.1% | Added |
| Erste Asset Management GmbH | 13,200 | $1.42M | 0.03% | +5,200+65.0% | Added |
| AFS Financial Group, LLC | 12,682 | $1.42M | 0.95% | +70+0.6% | Added |
| Veritable, L.P. | 12,736 | $1.43M | 0.02% | +123+1.0% | Added |
| MidWestOne Financial Group, Inc. | 12,781 | $1.43M | 0.32% | +4,391+52.3% | Added |
| Eagle Asset Management Inc | 13,033 | $1.46M | 0.01% | +142+1.1% | Added |
| National Asset Management, Inc. | 13,231 | $1.48M | 0.04% | +2,092+18.8% | Added |
| Advisor Partners II, LLC | 13,288 | $1.49M | 0.08% | −817−5.8% | Reduced |
| Metis Global Partners, LLC | 13,323 | $1.49M | 0.10% | +4,945+59.0% | Added |
| Affinity Investment Advisors, LLC | 13,339 | $1.49M | 0.80% | +8,571+179.8% | Added |
| Advisory Services Network, LLC | 13,538 | $1.52M | 0.04% | +1,754+14.9% | Added |
| Infrastructure Capital Advisors, LLC | 13,563 | $1.52M | 0.30% | +7,291+116.2% | Added |
| Maven Securities LTD | 13,729 | $1.54M | 0.24% | +8,751+175.8% | Added |
| Park Avenue Securities LLC | 13,741 | $1.54M | 0.03% | +918+7.2% | Added |
| Icon Wealth Partners, LLC | 13,845 | $1.55M | 0.17% | +13,845 | New |