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 |
|---|---|---|---|---|---|
| Ergoteles LLC | 30,446 | $3.41M | 0.13% | +30,446 | New |
| Teachers Retirement System of the State of Kentucky | 30,618 | $3.43M | 0.03% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 31,061 | $3.48M | 0.18% | −433−1.4% | Reduced |
| Tower Bridge Advisors | 31,790 | $3.56M | 0.29% | −1,510−4.5% | Reduced |
| Peapack Gladstone Financial Corp | 31,954 | $3.58M | 0.07% | +252+0.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 32,984 | $3.69M | 0.02% | +3,862+13.3% | Added |
| McGinn Investment Management, Inc. | 33,076 | $3.70M | 2.82% | −7,484−18.5% | Reduced |
| Ethic Inc. | 33,539 | $3.76M | 0.15% | +8,067+31.7% | Added |
| Rafferty Asset Management, LLC | 34,346 | $3.85M | 0.03% | +4,563+15.3% | Added |
| Captrust Financial Advisors | 35,669 | $3.99M | 0.02% | +784+2.2% | Added |
| Liberty Mutual Group Asset Management Inc. | 35,693 | $4.00M | 0.91% | +563+1.6% | Added |
| Boothbay Fund Management, LLC | 36,299 | $4.06M | 0.12% | +5,393+17.4% | Added |
| CI Private Wealth, LLC | 37,674 | $4.22M | 0.01% | +11,617+44.6% | Added |
| Norinchukin Bank, The | 37,835 | $4.24M | 0.08% | +3,661+10.7% | Added |
| South Dakota Investment Council | 38,382 | $4.30M | 0.09% | 00.0% | Unchanged |
| Czech National Bank | 38,516 | $4.31M | 0.11% | +255+0.7% | Added |
| Rockefeller Capital Management L.P. | 39,527 | $4.42M | 0.02% | −14,902−27.4% | Reduced |
| Crossmark Global Holdings, Inc. | 39,888 | $4.47M | 0.11% | +15,470+63.4% | Added |
| Mariner, LLC | 40,075 | $4.48M | 0.01% | +6,079+17.9% | Added |
| Oppenheimer & Co Inc | 40,951 | $4.59M | 0.10% | −32−0.1% | Reduced |
| Segall Bryant & Hamill, LLC | 41,927 | $4.69M | 0.05% | −1,293−3.0% | Reduced |
| MML Investors Services, LLC | 42,087 | $4.71M | 0.03% | −18,687−30.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 42,653 | $4.78M | 0.01% | −1,003−2.3% | Reduced |
| Gulf International Bank (UK) Ltd | 43,037 | $4.82M | 0.10% | −12,350−22.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 43,070 | $4.82M | 0.02% | −7,099−14.2% | Reduced |
| L & S Advisors Inc | 43,419 | $4.86M | 0.68% | +43,419 | New |
| Tocqueville Asset Management L.P. | 43,507 | $4.87M | 0.09% | −335−0.8% | Reduced |
| Winslow Asset Management Inc | 43,879 | $4.91M | 1.15% | −748−1.7% | Reduced |
| Baird Financial Group, Inc. | 45,205 | $5.06M | 0.01% | −335−0.7% | Reduced |
| Greystone Financial Group, LLC | 45,415 | $5.09M | 1.28% | −27,891−38.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 45,535 | $5.10M | 0.62% | +180+0.4% | Added |
| Mutual of America Capital Management LLC | 46,787 | $5.24M | 0.06% | +80+0.2% | Added |
| CIBC Asset Management Inc | 48,108 | $5.39M | 0.02% | +771+1.6% | Added |
| tru Independence LLC | 48,230 | $5.40M | 1.74% | −1,410−2.8% | Reduced |
| Gardner Lewis Asset Management L P | 48,762 | $5.46M | 1.93% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 49,830 | $5.58M | 0.00% | +9,094+22.3% | Added |
| United Capital Financial Advisers, LLC | 49,923 | $5.59M | 0.03% | −251−0.5% | Reduced |
| HGK Asset Management Inc | 50,138 | $5.61M | 1.74% | +9,138+22.3% | Added |
| Alpha Omega Wealth Management LLC | 50,274 | $5.63M | 0.97% | +1,164+2.4% | Added |
| APG Asset Management N.V. | 55,325 | $5.70M | 0.01% | −26,999−32.8% | Reduced |
| Wealthfront Advisers LLC | 51,021 | $5.71M | 0.03% | +1,272+2.6% | Added |
| New York Life Investment Management LLC | 51,196 | $5.73M | 0.06% | −70.0% | Reduced |
| Blair William & Co | 51,660 | $5.78M | 0.02% | −771−1.5% | Reduced |
| M&T Bank Corp | 51,953 | $5.82M | 0.02% | +987+1.9% | Added |
| Everett Harris & Co | 52,052 | $5.83M | 0.09% | −340−0.6% | Reduced |
| Pensionfund DSM Netherlands | 52,108 | $5.83M | 3.95% | 00.0% | Unchanged |
| Huntington National Bank | 52,737 | $5.90M | 0.06% | +2,896+5.8% | Added |
| Vident Investment Advisory, LLC | 52,793 | $5.91M | 0.19% | +8,917+20.3% | Added |
| Public Employees Retirement Association of Colorado | 53,012 | $5.94M | 0.03% | −741−1.4% | Reduced |
| Soltis Investment Advisors LLC | 53,309 | $5.97M | 0.76% | +6,739+14.5% | Added |
| Hoylecohen, LLC | 53,318 | $5.97M | 0.56% | +1,203+2.3% | Added |
| Agf Management Ltd | 53,362 | $5.97M | 0.04% | +3,419+6.8% | Added |
| Wolverine Trading, LLC | 57,654 | $6.20M | 0.19% | +55,824+3,050.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 55,425 | $6.21M | 0.05% | +160+0.3% | Added |
| Exchange Traded Concepts, LLC | 55,727 | $6.24M | 0.17% | +421+0.8% | Added |
| Janney Montgomery Scott LLC | 55,749 | $6.24M | 0.03% | +4,119+8.0% | Added |
| Xponance, Inc. | 55,947 | $6.26M | 0.09% | −15,181−21.3% | Reduced |
| Power Corp of Canada | 60,668 | $6.28M | 0.66% | +57,492+1,810.2% | Added |
| IFM Investors Pty Ltd | 57,780 | $6.47M | 0.10% | +2,566+4.6% | Added |
| Biondo Investment Advisors, LLC | 58,788 | $6.58M | 1.33% | +750+1.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 58,900 | $6.59M | 0.09% | −17,000−22.4% | Reduced |
| Vestcor Inc | 59,478 | $6.66M | 0.24% | +24,576+70.4% | Added |
| Yousif Capital Management, LLC | 59,765 | $6.69M | 0.09% | −2,420−3.9% | Reduced |
| Lighthouse Investment Partners, LLC | 60,000 | $6.72M | 0.58% | +60,000 | New |
| Staley Capital Advisers Inc | 60,743 | $6.80M | 0.38% | +3,530+6.2% | Added |
| Mount Yale Investment Advisors, LLC | 61,249 | $6.86M | 0.77% | +433+0.7% | Added |
| Two Sigma Advisers, LP | 61,400 | $6.87M | 0.02% | −40,100−39.5% | Reduced |
| Independent Advisor Alliance | 63,195 | $7.08M | 0.34% | +160.0% | Added |
| GYL Financial Synergies, LLC | 63,795 | $7.14M | 0.86% | +63,795 | New |
| USS Investment Management Ltd | 63,980 | $7.16M | 0.10% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 64,017 | $7.17M | 0.10% | −2,300−3.5% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 67,158 | $7.22M | 0.55% | −6,500−8.8% | Reduced |
| Truist Financial Corp | 64,829 | $7.26M | 0.01% | +309+0.5% | Added |
| Whittier Trust Co | 64,929 | $7.27M | 0.13% | +1,503+2.4% | Added |
| Texas Permanent School Fund | 68,101 | $7.63M | 0.08% | +21,695+46.8% | Added |
| ProShare Advisors LLC | 68,136 | $7.63M | 0.02% | −18,262−21.1% | Reduced |
| DnB Asset Management AS | 68,564 | $7.68M | 0.05% | +196+0.3% | Added |
| Nissay Asset Management Corp | 69,417 | $7.77M | 0.07% | +153+0.2% | Added |
| Creative Planning | 69,590 | $7.79M | 0.01% | −370−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 69,953 | $7.83M | 0.01% | +1,544+2.3% | Added |
| Natixis | 70,270 | $7.87M | 0.07% | +61,719+721.8% | Added |
| Andra AP-fonden | 70,300 | $7.87M | 0.20% | +14,600+26.2% | Added |
| US Bancorp | 70,323 | $7.87M | 0.01% | +2,640+3.9% | Added |
| Sound Income Strategies, LLC | 70,597 | $7.90M | 0.86% | +6,949+10.9% | Added |
| Intech Investment Management LLC | 71,772 | $8.04M | 0.06% | −4,798−6.3% | Reduced |
| Capital Fund Management S.A. | 72,825 | $8.15M | 0.16% | −95,077−56.6% | Reduced |
| Hillman Capital Management, Inc. | 73,714 | $8.25M | 3.12% | −247−0.3% | Reduced |
| Congress Asset Management Co | 74,613 | $8.35M | 0.08% | +1,197+1.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 75,251 | $8.41M | 0.10% | +7,654+11.3% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 75,548 | $8.46M | 1.34% | −447−0.6% | Reduced |
| Public Sector Pension Investment Board | 75,977 | $8.51M | 0.06% | +135+0.2% | Added |
| Point72 Asset Management, L.P. | 76,640 | $8.58M | 0.03% | +76,640 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 76,684 | $8.59M | 0.15% | +6,432+9.2% | Added |
| National Bank of Canada | 76,749 | $8.59M | 0.02% | +35,030+84.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 77,526 | $8.68M | 0.02% | +21,078+37.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 77,529 | $8.68M | 0.02% | −1,788−2.3% | Reduced |
| Edgar Lomax Co | 78,680 | $8.81M | 0.57% | +19,175+32.2% | Added |
| Candriam Luxembourg S.C.A. | 85,918 | $8.85M | 0.06% | +48,558+130.0% | Added |
| Mercer Global Advisors Inc | 79,968 | $8.95M | 0.04% | +8,107+11.3% | Added |
| Gyroscope Capital Management Group, LLC | 80,212 | $8.98M | 2.29% | +1,194+1.5% | Added |