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 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 13,920 | $1.56M | 0.22% | −2,183−13.6% | Reduced |
| Joho Capital LLC | 13,970 | $1.56M | 0.40% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 14,046 | $1.57M | 0.99% | +1,426+11.3% | Added |
| Jaffetilchin Investment Partners, LLC | 14,065 | $1.57M | 0.18% | −332−2.3% | Reduced |
| Vetamer Capital Management, L.P. | 14,210 | $1.59M | 2.19% | +14,210 | New |
| Gotham Asset Management, LLC | 14,591 | $1.63M | 0.04% | +452+3.2% | Added |
| Alpine Woods Capital Investors, LLC | 14,593 | $1.63M | 0.25% | −1,243−7.8% | Reduced |
| Flagship Harbor Advisors, LLC | 14,635 | $1.64M | 0.15% | +639+4.6% | Added |
| Tredje AP-fonden | 14,742 | $1.65M | 0.03% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 14,940 | $1.67M | 1.65% | −225−1.5% | Reduced |
| AE Wealth Management LLC | 14,967 | $1.68M | 0.01% | −3,865−20.5% | Reduced |
| Snowden Capital Advisors LLC | 15,072 | $1.69M | 0.07% | −2,825−15.8% | Reduced |
| New Mexico Educational Retirement Board | 15,095 | $1.69M | 0.09% | −500−3.2% | Reduced |
| New Potomac Partners, LLC | 15,340 | $1.72M | 1.19% | +543+3.7% | Added |
| Chilton Capital Management LLC | 15,351 | $1.72M | 0.10% | +2,737+21.7% | Added |
| Cunning Capital Partners, LP | 15,565 | $1.74M | 1.19% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 15,600 | $1.75M | 0.07% | +1,500+10.6% | Added |
| Madison Wealth Management | 15,675 | $1.76M | 0.38% | +415+2.7% | Added |
| Achmea Investment Management B.V. | 16,199 | $1.81M | 0.05% | 00.0% | Unchanged |
| Phocas Financial Corp. | 16,200 | $1.81M | 0.26% | −1,456−8.2% | Reduced |
| Redmond Asset Management, LLC | 16,364 | $1.83M | 0.63% | −11,946−42.2% | Reduced |
| Peak Asset Management, LLC | 16,372 | $1.83M | 0.45% | +306+1.9% | Added |
| Clough Capital Partners L P | 16,400 | $1.84M | 0.20% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 16,438 | $1.84M | 0.04% | +4,880+42.2% | Added |
| DoubleLine ETF Adviser LP | 16,475 | $1.84M | 0.79% | +1,942+13.4% | Added |
| Naviter Wealth, LLC | 16,663 | $1.87M | 0.65% | +6,468+63.4% | Added |
| Arbor Capital Management Inc | 17,141 | $1.88M | 1.52% | +1,148+7.2% | Added |
| Great Lakes Advisors, LLC | 16,780 | $1.88M | 0.02% | +25+0.1% | Added |
| Commerce Bank | 16,894 | $1.89M | 0.01% | +248+1.5% | Added |
| Lodestone Wealth Management LLC | 17,362 | $1.94M | 1.50% | −27−0.2% | Reduced |
| Prudential PLC | 17,427 | $1.95M | 0.02% | +4,008+29.9% | Added |
| Cullinan Associates Inc | 17,430 | $1.95M | 0.11% | −1,600−8.4% | Reduced |
| Redwood Investment Management, LLC | 17,460 | $1.96M | 0.21% | +2,182+14.3% | Added |
| Ami Investment Management Inc | 17,555 | $1.97M | 0.92% | −50−0.3% | Reduced |
| Ontario Teachers Pension Plan Board | 17,767 | $1.99M | 0.02% | −6,395−26.5% | Reduced |
| TTP Investments, Inc. | 18,009 | $2.02M | 1.62% | +10,939+154.7% | Added |
| Wellington Shields Capital Management, LLC | 18,025 | $2.02M | 0.24% | +500+2.9% | Added |
| First Citizens Bank & Trust Co | 18,186 | $2.04M | 0.04% | +18,186 | New |
| AXS Investments LLC | 18,574 | $2.08M | 0.69% | −21,730−53.9% | Reduced |
| Financial Management Network Inc | 19,024 | $2.12M | 0.85% | +1,090+6.1% | Added |
| Engineers Gate Manager LP | 19,024 | $2.13M | 0.09% | +19,024 | New |
| B. Metzler seel. Sohn & Co. AG | 19,209 | $2.15M | 0.03% | −4,209−18.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 19,352 | $2.17M | 0.23% | +58+0.3% | Added |
| Wright Investors Service Inc | 19,470 | $2.18M | 0.62% | −2,239−10.3% | Reduced |
| Omers Administration Corp | 19,600 | $2.19M | 0.03% | +2,100+12.0% | Added |
| Pacer Advisors, Inc. | 19,966 | $2.24M | 0.01% | +19,212+2,548.0% | Added |
| Intact Investment Management Inc. | 20,000 | $2.24M | 0.09% | 00.0% | Unchanged |
| GAM Holding AG | 20,006 | $2.24M | 0.16% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 20,242 | $2.27M | 0.02% | −1,352−6.3% | Reduced |
| Lake Street Advisors Group, LLC | 20,347 | $2.28M | 0.14% | +801+4.1% | Added |
| Adell Harriman & Carpenter Inc | 20,479 | $2.29M | 0.25% | −4,601−18.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 20,594 | $2.31M | 0.04% | −5,177−20.1% | Reduced |
| Edgestream Partners, L.P. | 20,730 | $2.32M | 0.26% | −9,509−31.4% | Reduced |
| Integrated Advisors Network LLC | 20,802 | $2.33M | 0.14% | +1,539+8.0% | Added |
| Glenmede Trust Co NA | 21,298 | $2.38M | 0.01% | −52−0.2% | Reduced |
| Spirit of America Management Corp | 21,300 | $2.38M | 0.53% | −2,400−10.1% | Reduced |
| Louisiana State Employees Retirement System | 21,300 | $2.38M | 0.06% | +200+0.9% | Added |
| AMG National Trust Bank | 21,371 | $2.39M | 0.08% | +21,371 | New |
| Perpetual Ltd | 21,450 | $2.40M | 0.02% | +21,450 | New |
| Meeder Asset Management Inc | 21,455 | $2.40M | 0.19% | +21,455 | New |
| Yarbrough Capital, LLC | 21,500 | $2.41M | 0.20% | 00.0% | Unchanged |
| SAM Advisors, LLC | 21,691 | $2.43M | 1.09% | −1,507−6.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 21,944 | $2.46M | 1.24% | −2,839−11.5% | Reduced |
| Truvestments Capital LLC | 22,258 | $2.49M | 1.33% | +612+2.8% | Added |
| D.A. Davidson & Co. | 22,569 | $2.52M | 0.03% | +4,555+25.3% | Added |
| DuPont Capital Management Corp | 22,545 | $2.52M | 0.12% | −3,484−13.4% | Reduced |
| Foster & Motley Inc | 22,756 | $2.55M | 0.21% | +427+1.9% | Added |
| Pensionfund Sabic | 22,806 | $2.55M | 0.89% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 22,835 | $2.56M | 1.67% | +3,129+15.9% | Added |
| Squarepoint Ops LLC | 22,867 | $2.56M | 0.02% | +19,747+632.9% | Added |
| Fred Alger Management, LLC | 23,357 | $2.62M | 0.01% | +1,139+5.1% | Added |
| Trivant Custom Portfolio Group, LLC | 23,394 | $2.62M | 1.87% | +23,394 | New |
| Bank of Nova Scotia | 23,621 | $2.64M | 0.01% | −2,276−8.8% | Reduced |
| Fiduciary Group LLC | 23,717 | $2.66M | 0.35% | +926+4.1% | Added |
| Mitchell Capital Management Co | 24,400 | $2.73M | 0.68% | −120.0% | Reduced |
| Great Valley Advisor Group, Inc. | 24,402 | $2.73M | 0.13% | +267+1.1% | Added |
| Metropolitan Life Insurance Co | 24,704 | $2.77M | 0.14% | −4,328−14.9% | Reduced |
| Black Swift Group, LLC | 25,095 | $2.80M | 0.98% | +1,580+6.7% | Added |
| Maryland State Retirement & Pension System | 25,652 | $2.87M | 0.06% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 25,715 | $2.88M | 0.12% | +25,715 | New |
| Kentucky Retirement Systems | 25,851 | $2.90M | 0.11% | +114+0.4% | Added |
| Oppenheimer Asset Management Inc. | 25,913 | $2.90M | 0.04% | −932−3.5% | Reduced |
| Fifth Third Bancorp | 26,001 | $2.91M | 0.01% | +1,464+6.0% | Added |
| Elo Mutual Pension Insurance Co | 26,106 | $2.92M | 0.09% | +672+2.6% | Added |
| Cetera Advisor Networks LLC | 26,296 | $2.94M | 0.02% | +1,997+8.2% | Added |
| Grassi Investment Management | 26,349 | $2.95M | 0.37% | +1,104+4.4% | Added |
| Securian Asset Management, Inc | 26,961 | $3.02M | 0.08% | +193+0.7% | Added |
| Atria Wealth Solutions, Inc. | 26,999 | $3.02M | 0.04% | −5,365−16.6% | Reduced |
| Hartford Investment Management Co | 27,500 | $3.08M | 0.10% | +3,874+16.4% | Added |
| Concentric Wealth Management, LLC | 27,578 | $3.09M | 1.02% | +282+1.0% | Added |
| Lockheed Martin Investment Management Co | 28,079 | $3.14M | 0.18% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 28,498 | $3.19M | 0.12% | +3,034+11.9% | Added |
| Condor Capital Management | 28,952 | $3.24M | 0.41% | −161−0.6% | Reduced |
| British Columbia Investment Management Corp | 29,175 | $3.27M | 0.03% | +126+0.4% | Added |
| JustInvest LLC | 29,582 | $3.31M | 0.12% | −585−1.9% | Reduced |
| Lincluden Management Ltd | 29,726 | $3.33M | 0.39% | 00.0% | Unchanged |
| Cetera Investment Advisers | 29,857 | $3.34M | 0.03% | +610+2.1% | Added |
| Summit Global Investments | 29,874 | $3.35M | 0.26% | +843+2.9% | Added |
| Penn Mutual Asset Management, LLC | 30,240 | $3.39M | 3.21% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 30,364 | $3.40M | 0.20% | +3,634+13.6% | Added |