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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.

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
Kiwi Wealth Investments Limited Partnership0$00.00%−21,773−100.0%Sold out
Gluskin Sheff & Assoc Inc0$00.00%−21,481−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−21,214−100.0%Sold out
Bridgewater Associates, LP0$00.00%−15,031−100.0%Sold out
Mainstay Capital Management LLC0$00.00%−13,470−100.0%Sold out
United Services Automobile Association0$00.00%−12,317−100.0%Sold out
Radnor Capital Management, LLC0$00.00%−11,918−100.0%Sold out
Glassy Mountain Advisors, Inc.0$00.00%−10,591−100.0%Sold out
Goelzer Investment Management, Inc.0$00.00%−7,973−100.0%Sold out
Cipher Capital LP0$00.00%−7,883−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−7,064−100.0%Sold out
Autumn Glory Partners, LLC0$00.00%−5,920−100.0%Sold out
Guardian Capital Advisors LP0$00.00%−5,225−100.0%Sold out
CSS LLC0$00.00%−5,000−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−4,906−100.0%Sold out
Dearborn Partners LLC0$00.00%−4,902−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−4,544−100.0%Sold out
Teamwork Financial Advisors, LLC0$00.00%−4,431−100.0%Sold out
Boston Family Office LLC0$00.00%−4,409−100.0%Sold out
BBR Partners, LLC0$00.00%−4,400−100.0%Sold out
Bremer Bank National Association0$00.00%−4,128−100.0%Sold out
Triumph Capital Management0$00.00%−3,910−100.0%Sold out
ASB Consultores, LLC0$00.00%−3,717−100.0%Sold out
CTC Capital Management, LLC0$00.00%−3,600−100.0%Sold out
SYSTM Wealth Solutions LLC0$00.00%−3,502−100.0%Sold out
Quantamental Technologies LLC0$00.00%−3,309−100.0%Sold out
Cerro Pacific Wealth Advisors LLC0$00.00%−3,047−100.0%Sold out
FORA Capital, LLC0$00.00%−2,743−100.0%Sold out
Davenport & Co LLC0$00.00%−2,598−100.0%Sold out
Evergreen Capital Management LLC0$00.00%−2,314−100.0%Sold out
Synovus Financial Corp0$00.00%−2,130−100.0%Sold out
Chapman Investment Management, LLC0$00.00%−2,048−100.0%Sold out
Covenant Asset Management, LLC0$00.00%−2,000−100.0%Sold out
RFG Advisory, LLC0$00.00%−1,798−100.0%Sold out
GeoWealth Management, LLC0$00.00%−1,985−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−1,966−100.0%Sold out
First Ascent Asset Management, LLC0$00.00%−1,935−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−1,901−100.0%Sold out
Childress Capital Advisors, LLC0$00.00%−1,884−100.0%Sold out
Legacy Financial Advisors, Inc.0$00.00%−1,882−100.0%Sold out
PAX Financial Group, LLC0$00.00%−1,812−100.0%Sold out
Lakeview Capital Partners, LLC0$00.00%−1,654−100.0%Sold out
Hodges Capital Management Inc.0$00.00%−1,763−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−1,667−100.0%Sold out
Money Concepts Capital Corp0$00.00%−1,569−100.0%Sold out
WFA of San Diego, LLC0$00.00%−303−100.0%Sold out
Cyrus J. Lawrence, LLC0$00.00%−218−100.0%Sold out
Centiva Capital, LP0$00.00%−204−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−204−100.0%Sold out
Blume Capital Management, Inc.0$00.00%−200−100.0%Sold out
One Wealth Advisors, LLC0$00.00%−200−100.0%Sold out
High Net Worth Advisory Group LLC0$00.00%−200−100.0%Sold out
FWL Investment Management, LLC0$00.00%−160−100.0%Sold out
Romano Brothers and Company0$00.00%−100−100.0%Sold out
Sandy Spring Bank0$00.00%−98−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−83−100.0%Sold out
EWG Elevate Inc.0$00.00%−71−100.0%Sold out
Crewe Advisors LLC0$00.00%−49−100.0%Sold out
My Personal CFO, LLC0$00.00%−42−100.0%Sold out
Zullo Investment Group, Inc.0$00.00%−40−100.0%Sold out
Leelyn Smith, LLC0$00.00%−30−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−20−100.0%Sold out
Wolff Wiese Magana LLC0$00.00%−5−100.0%Sold out
JJJ Advisors Inc.0$00.00%−4−100.0%Sold out
Annapolis Financial Services, LLC0$00.00%−1−100.0%Sold out
Allstate Investment Management Co––––Not filed
Comerica Bank––––Not filed
Financial Partners Capital Management LLC––––Not filed
Hill Winds Capital LP––––Not filed
Icon Wealth Advisors, LLC––––Not filed
Pendal Group Limited––––Not filed
Gofen & Glossberg LLC––––Not filed
Titleist Asset Management, Ltd.––––Not filed
Canandaigua National Corp––––Not filed
Seeyond––––Not filed
Boenning & Scattergood, Inc.––––Not filed
Gallagher Benefit Services, Inc.––––Not filed
F3Logic, LLC––––Not filed
Perpetual Investment Management Ltd––––Not filed
Laurel Wealth Advisors, Inc.––––Not filed
Glass Jacobson Investment Advisors llc––––Not filed
Zeke Capital Advisors, LLC––––Not filed
Alpha Paradigm Partners, LLC––––Not filed
Personal Capital Advisors Corp––––Not filed
Trustcore Financial Services, LLC––––Not filed
Heritage Wealth Management, LLC––––Not filed
Burleson & Company, LLC––––Not filed
CoreCap Advisors, LLC––––Not filed
Tyler-Stone Wealth Management––––Not filed
Spartan Planning & Wealth Management––––Not filed
Abeille Asset Management SA––––Not filed