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 |
|---|---|---|---|---|---|
| Hillman Capital Management, Inc. | 73,714 | $8.25M | 3.12% | −247−0.3% | Reduced |
| Capital Fund Management S.A. | 72,825 | $8.15M | 0.16% | −95,077−56.6% | Reduced |
| Intech Investment Management LLC | 71,772 | $8.04M | 0.06% | −4,798−6.3% | Reduced |
| Sound Income Strategies, LLC | 70,597 | $7.90M | 0.86% | +6,949+10.9% | Added |
| US Bancorp | 70,323 | $7.87M | 0.01% | +2,640+3.9% | Added |
| Andra AP-fonden | 70,300 | $7.87M | 0.20% | +14,600+26.2% | Added |
| Natixis | 70,270 | $7.87M | 0.07% | +61,719+721.8% | Added |
| The PNC Financial Services Group, Inc. | 69,953 | $7.83M | 0.01% | +1,544+2.3% | Added |
| Creative Planning | 69,590 | $7.79M | 0.01% | −370−0.5% | Reduced |
| Nissay Asset Management Corp | 69,417 | $7.77M | 0.07% | +153+0.2% | Added |
| DnB Asset Management AS | 68,564 | $7.68M | 0.05% | +196+0.3% | Added |
| ProShare Advisors LLC | 68,136 | $7.63M | 0.02% | −18,262−21.1% | Reduced |
| Texas Permanent School Fund | 68,101 | $7.63M | 0.08% | +21,695+46.8% | Added |
| Whittier Trust Co | 64,929 | $7.27M | 0.13% | +1,503+2.4% | Added |
| Truist Financial Corp | 64,829 | $7.26M | 0.01% | +309+0.5% | Added |
| Analyst IMS Investment Management Services Ltd. | 67,158 | $7.22M | 0.55% | −6,500−8.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 64,017 | $7.17M | 0.10% | −2,300−3.5% | Reduced |
| USS Investment Management Ltd | 63,980 | $7.16M | 0.10% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 63,795 | $7.14M | 0.86% | +63,795 | New |
| Independent Advisor Alliance | 63,195 | $7.08M | 0.34% | +160.0% | Added |
| Two Sigma Advisers, LP | 61,400 | $6.87M | 0.02% | −40,100−39.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 61,249 | $6.86M | 0.77% | +433+0.7% | Added |
| Staley Capital Advisers Inc | 60,743 | $6.80M | 0.38% | +3,530+6.2% | Added |
| Lighthouse Investment Partners, LLC | 60,000 | $6.72M | 0.58% | +60,000 | New |
| Yousif Capital Management, LLC | 59,765 | $6.69M | 0.09% | −2,420−3.9% | Reduced |
| Vestcor Inc | 59,478 | $6.66M | 0.24% | +24,576+70.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 58,900 | $6.59M | 0.09% | −17,000−22.4% | Reduced |
| Biondo Investment Advisors, LLC | 58,788 | $6.58M | 1.33% | +750+1.3% | Added |
| IFM Investors Pty Ltd | 57,780 | $6.47M | 0.10% | +2,566+4.6% | Added |
| Power Corp of Canada | 60,668 | $6.28M | 0.66% | +57,492+1,810.2% | Added |
| Xponance, Inc. | 55,947 | $6.26M | 0.09% | −15,181−21.3% | Reduced |
| Janney Montgomery Scott LLC | 55,749 | $6.24M | 0.03% | +4,119+8.0% | Added |
| Exchange Traded Concepts, LLC | 55,727 | $6.24M | 0.17% | +421+0.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 55,425 | $6.21M | 0.05% | +160+0.3% | Added |
| Wolverine Trading, LLC | 57,654 | $6.20M | 0.19% | +55,824+3,050.5% | Added |
| Agf Management Ltd | 53,362 | $5.97M | 0.04% | +3,419+6.8% | Added |
| Hoylecohen, LLC | 53,318 | $5.97M | 0.56% | +1,203+2.3% | Added |
| Soltis Investment Advisors LLC | 53,309 | $5.97M | 0.76% | +6,739+14.5% | Added |
| Public Employees Retirement Association of Colorado | 53,012 | $5.94M | 0.03% | −741−1.4% | Reduced |
| Vident Investment Advisory, LLC | 52,793 | $5.91M | 0.19% | +8,917+20.3% | Added |
| Huntington National Bank | 52,737 | $5.90M | 0.06% | +2,896+5.8% | Added |
| Pensionfund DSM Netherlands | 52,108 | $5.83M | 3.95% | 00.0% | Unchanged |
| Everett Harris & Co | 52,052 | $5.83M | 0.09% | −340−0.6% | Reduced |
| M&T Bank Corp | 51,953 | $5.82M | 0.02% | +987+1.9% | Added |
| Blair William & Co | 51,660 | $5.78M | 0.02% | −771−1.5% | Reduced |
| New York Life Investment Management LLC | 51,196 | $5.73M | 0.06% | −70.0% | Reduced |
| Wealthfront Advisers LLC | 51,021 | $5.71M | 0.03% | +1,272+2.6% | Added |
| APG Asset Management N.V. | 55,325 | $5.70M | 0.01% | −26,999−32.8% | Reduced |
| Alpha Omega Wealth Management LLC | 50,274 | $5.63M | 0.97% | +1,164+2.4% | Added |
| HGK Asset Management Inc | 50,138 | $5.61M | 1.74% | +9,138+22.3% | Added |
| United Capital Financial Advisers, LLC | 49,923 | $5.59M | 0.03% | −251−0.5% | Reduced |
| Janus Henderson Group PLC | 49,830 | $5.58M | 0.00% | +9,094+22.3% | Added |
| Gardner Lewis Asset Management L P | 48,762 | $5.46M | 1.93% | 00.0% | Unchanged |
| tru Independence LLC | 48,230 | $5.40M | 1.74% | −1,410−2.8% | Reduced |
| CIBC Asset Management Inc | 48,108 | $5.39M | 0.02% | +771+1.6% | Added |
| Mutual of America Capital Management LLC | 46,787 | $5.24M | 0.06% | +80+0.2% | Added |
| Edgemoor Investment Advisors, Inc. | 45,535 | $5.10M | 0.62% | +180+0.4% | Added |
| Greystone Financial Group, LLC | 45,415 | $5.09M | 1.28% | −27,891−38.0% | Reduced |
| Baird Financial Group, Inc. | 45,205 | $5.06M | 0.01% | −335−0.7% | Reduced |
| Winslow Asset Management Inc | 43,879 | $4.91M | 1.15% | −748−1.7% | Reduced |
| Tocqueville Asset Management L.P. | 43,507 | $4.87M | 0.09% | −335−0.8% | Reduced |
| L & S Advisors Inc | 43,419 | $4.86M | 0.68% | +43,419 | New |
| Cambridge Investment Research Advisors, Inc. | 43,070 | $4.82M | 0.02% | −7,099−14.2% | Reduced |
| Gulf International Bank (UK) Ltd | 43,037 | $4.82M | 0.10% | −12,350−22.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 42,653 | $4.78M | 0.01% | −1,003−2.3% | Reduced |
| MML Investors Services, LLC | 42,087 | $4.71M | 0.03% | −18,687−30.7% | Reduced |
| Segall Bryant & Hamill, LLC | 41,927 | $4.69M | 0.05% | −1,293−3.0% | Reduced |
| Oppenheimer & Co Inc | 40,951 | $4.59M | 0.10% | −32−0.1% | Reduced |
| Mariner, LLC | 40,075 | $4.48M | 0.01% | +6,079+17.9% | Added |
| Crossmark Global Holdings, Inc. | 39,888 | $4.47M | 0.11% | +15,470+63.4% | Added |
| Rockefeller Capital Management L.P. | 39,527 | $4.42M | 0.02% | −14,902−27.4% | Reduced |
| Czech National Bank | 38,516 | $4.31M | 0.11% | +255+0.7% | Added |
| South Dakota Investment Council | 38,382 | $4.30M | 0.09% | 00.0% | Unchanged |
| Norinchukin Bank, The | 37,835 | $4.24M | 0.08% | +3,661+10.7% | Added |
| CI Private Wealth, LLC | 37,674 | $4.22M | 0.01% | +11,617+44.6% | Added |
| Boothbay Fund Management, LLC | 36,299 | $4.06M | 0.12% | +5,393+17.4% | Added |
| Liberty Mutual Group Asset Management Inc. | 35,693 | $4.00M | 0.91% | +563+1.6% | Added |
| Captrust Financial Advisors | 35,669 | $3.99M | 0.02% | +784+2.2% | Added |
| Rafferty Asset Management, LLC | 34,346 | $3.85M | 0.03% | +4,563+15.3% | Added |
| Ethic Inc. | 33,539 | $3.76M | 0.15% | +8,067+31.7% | Added |
| McGinn Investment Management, Inc. | 33,076 | $3.70M | 2.82% | −7,484−18.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 32,984 | $3.69M | 0.02% | +3,862+13.3% | Added |
| Peapack Gladstone Financial Corp | 31,954 | $3.58M | 0.07% | +252+0.8% | Added |
| Tower Bridge Advisors | 31,790 | $3.56M | 0.29% | −1,510−4.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 31,061 | $3.48M | 0.18% | −433−1.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 30,618 | $3.43M | 0.03% | 00.0% | Unchanged |
| Ergoteles LLC | 30,446 | $3.41M | 0.13% | +30,446 | New |
| Waters Parkerson & Co., LLC | 30,364 | $3.40M | 0.20% | +3,634+13.6% | Added |
| Penn Mutual Asset Management, LLC | 30,240 | $3.39M | 3.21% | 00.0% | Unchanged |
| Summit Global Investments | 29,874 | $3.35M | 0.26% | +843+2.9% | Added |
| Cetera Investment Advisers | 29,857 | $3.34M | 0.03% | +610+2.1% | Added |
| Lincluden Management Ltd | 29,726 | $3.33M | 0.39% | 00.0% | Unchanged |
| JustInvest LLC | 29,582 | $3.31M | 0.12% | −585−1.9% | Reduced |
| British Columbia Investment Management Corp | 29,175 | $3.27M | 0.03% | +126+0.4% | Added |
| Condor Capital Management | 28,952 | $3.24M | 0.41% | −161−0.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 28,498 | $3.19M | 0.12% | +3,034+11.9% | Added |
| Lockheed Martin Investment Management Co | 28,079 | $3.14M | 0.18% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 27,578 | $3.09M | 1.02% | +282+1.0% | Added |
| Hartford Investment Management Co | 27,500 | $3.08M | 0.10% | +3,874+16.4% | Added |
| Atria Wealth Solutions, Inc. | 26,999 | $3.02M | 0.04% | −5,365−16.6% | Reduced |