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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 26,961 | $3.02M | 0.08% | +193+0.7% | Added |
| Grassi Investment Management | 26,349 | $2.95M | 0.37% | +1,104+4.4% | Added |
| Cetera Advisor Networks LLC | 26,296 | $2.94M | 0.02% | +1,997+8.2% | Added |
| Elo Mutual Pension Insurance Co | 26,106 | $2.92M | 0.09% | +672+2.6% | Added |
| Fifth Third Bancorp | 26,001 | $2.91M | 0.01% | +1,464+6.0% | Added |
| Oppenheimer Asset Management Inc. | 25,913 | $2.90M | 0.04% | −932−3.5% | Reduced |
| Kentucky Retirement Systems | 25,851 | $2.90M | 0.11% | +114+0.4% | Added |
| Kingsview Wealth Management, LLC | 25,715 | $2.88M | 0.12% | +25,715 | New |
| Maryland State Retirement & Pension System | 25,652 | $2.87M | 0.06% | 00.0% | Unchanged |
| Black Swift Group, LLC | 25,095 | $2.80M | 0.98% | +1,580+6.7% | Added |
| Metropolitan Life Insurance Co | 24,704 | $2.77M | 0.14% | −4,328−14.9% | Reduced |
| Great Valley Advisor Group, Inc. | 24,402 | $2.73M | 0.13% | +267+1.1% | Added |
| Mitchell Capital Management Co | 24,400 | $2.73M | 0.68% | −120.0% | Reduced |
| Fiduciary Group LLC | 23,717 | $2.66M | 0.35% | +926+4.1% | Added |
| Bank of Nova Scotia | 23,621 | $2.64M | 0.01% | −2,276−8.8% | Reduced |
| Trivant Custom Portfolio Group, LLC | 23,394 | $2.62M | 1.87% | +23,394 | New |
| Fred Alger Management, LLC | 23,357 | $2.62M | 0.01% | +1,139+5.1% | Added |
| Squarepoint Ops LLC | 22,867 | $2.56M | 0.02% | +19,747+632.9% | Added |
| Fortem Financial Group, LLC | 22,835 | $2.56M | 1.67% | +3,129+15.9% | Added |
| Pensionfund Sabic | 22,806 | $2.55M | 0.89% | 00.0% | Unchanged |
| Foster & Motley Inc | 22,756 | $2.55M | 0.21% | +427+1.9% | Added |
| DuPont Capital Management Corp | 22,545 | $2.52M | 0.12% | −3,484−13.4% | Reduced |
| D.A. Davidson & Co. | 22,569 | $2.52M | 0.03% | +4,555+25.3% | Added |
| Truvestments Capital LLC | 22,258 | $2.49M | 1.33% | +612+2.8% | Added |
| Argonautica Private Wealth Management, Inc | 21,944 | $2.46M | 1.24% | −2,839−11.5% | Reduced |
| SAM Advisors, LLC | 21,691 | $2.43M | 1.09% | −1,507−6.5% | Reduced |
| Yarbrough Capital, LLC | 21,500 | $2.41M | 0.20% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 21,455 | $2.40M | 0.19% | +21,455 | New |
| Perpetual Ltd | 21,450 | $2.40M | 0.02% | +21,450 | New |
| AMG National Trust Bank | 21,371 | $2.39M | 0.08% | +21,371 | New |
| 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 |
| Glenmede Trust Co NA | 21,298 | $2.38M | 0.01% | −52−0.2% | Reduced |
| Integrated Advisors Network LLC | 20,802 | $2.33M | 0.14% | +1,539+8.0% | Added |
| Edgestream Partners, L.P. | 20,730 | $2.32M | 0.26% | −9,509−31.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 20,594 | $2.31M | 0.04% | −5,177−20.1% | Reduced |
| Adell Harriman & Carpenter Inc | 20,479 | $2.29M | 0.25% | −4,601−18.3% | Reduced |
| Lake Street Advisors Group, LLC | 20,347 | $2.28M | 0.14% | +801+4.1% | Added |
| Private Advisor Group, LLC | 20,242 | $2.27M | 0.02% | −1,352−6.3% | Reduced |
| GAM Holding AG | 20,006 | $2.24M | 0.16% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 20,000 | $2.24M | 0.09% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 19,966 | $2.24M | 0.01% | +19,212+2,548.0% | Added |
| Omers Administration Corp | 19,600 | $2.19M | 0.03% | +2,100+12.0% | Added |
| Wright Investors Service Inc | 19,470 | $2.18M | 0.62% | −2,239−10.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 19,352 | $2.17M | 0.23% | +58+0.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 19,209 | $2.15M | 0.03% | −4,209−18.0% | Reduced |
| Engineers Gate Manager LP | 19,024 | $2.13M | 0.09% | +19,024 | New |
| Financial Management Network Inc | 19,024 | $2.12M | 0.85% | +1,090+6.1% | Added |
| AXS Investments LLC | 18,574 | $2.08M | 0.69% | −21,730−53.9% | Reduced |
| First Citizens Bank & Trust Co | 18,186 | $2.04M | 0.04% | +18,186 | New |
| Wellington Shields Capital Management, LLC | 18,025 | $2.02M | 0.24% | +500+2.9% | Added |
| TTP Investments, Inc. | 18,009 | $2.02M | 1.62% | +10,939+154.7% | Added |
| Ontario Teachers Pension Plan Board | 17,767 | $1.99M | 0.02% | −6,395−26.5% | Reduced |
| Ami Investment Management Inc | 17,555 | $1.97M | 0.92% | −50−0.3% | Reduced |
| Redwood Investment Management, LLC | 17,460 | $1.96M | 0.21% | +2,182+14.3% | Added |
| Cullinan Associates Inc | 17,430 | $1.95M | 0.11% | −1,600−8.4% | Reduced |
| Prudential PLC | 17,427 | $1.95M | 0.02% | +4,008+29.9% | Added |
| Lodestone Wealth Management LLC | 17,362 | $1.94M | 1.50% | −27−0.2% | Reduced |
| Commerce Bank | 16,894 | $1.89M | 0.01% | +248+1.5% | Added |
| Great Lakes Advisors, LLC | 16,780 | $1.88M | 0.02% | +25+0.1% | Added |
| Arbor Capital Management Inc | 17,141 | $1.88M | 1.52% | +1,148+7.2% | Added |
| Naviter Wealth, LLC | 16,663 | $1.87M | 0.65% | +6,468+63.4% | Added |
| DoubleLine ETF Adviser LP | 16,475 | $1.84M | 0.79% | +1,942+13.4% | Added |
| Advisors Asset Management, Inc. | 16,438 | $1.84M | 0.04% | +4,880+42.2% | Added |
| Clough Capital Partners L P | 16,400 | $1.84M | 0.20% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 16,372 | $1.83M | 0.45% | +306+1.9% | Added |
| Redmond Asset Management, LLC | 16,364 | $1.83M | 0.63% | −11,946−42.2% | Reduced |
| Phocas Financial Corp. | 16,200 | $1.81M | 0.26% | −1,456−8.2% | Reduced |
| Achmea Investment Management B.V. | 16,199 | $1.81M | 0.05% | 00.0% | Unchanged |
| Madison Wealth Management | 15,675 | $1.76M | 0.38% | +415+2.7% | Added |
| E. Ohman J:or Asset Management AB | 15,600 | $1.75M | 0.07% | +1,500+10.6% | Added |
| Cunning Capital Partners, LP | 15,565 | $1.74M | 1.19% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 15,351 | $1.72M | 0.10% | +2,737+21.7% | Added |
| New Potomac Partners, LLC | 15,340 | $1.72M | 1.19% | +543+3.7% | Added |
| New Mexico Educational Retirement Board | 15,095 | $1.69M | 0.09% | −500−3.2% | Reduced |
| Snowden Capital Advisors LLC | 15,072 | $1.69M | 0.07% | −2,825−15.8% | Reduced |
| AE Wealth Management LLC | 14,967 | $1.68M | 0.01% | −3,865−20.5% | Reduced |
| Cascade Investment Group, Inc. | 14,940 | $1.67M | 1.65% | −225−1.5% | Reduced |
| Tredje AP-fonden | 14,742 | $1.65M | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 14,635 | $1.64M | 0.15% | +639+4.6% | Added |
| Alpine Woods Capital Investors, LLC | 14,593 | $1.63M | 0.25% | −1,243−7.8% | Reduced |
| Gotham Asset Management, LLC | 14,591 | $1.63M | 0.04% | +452+3.2% | Added |
| Vetamer Capital Management, L.P. | 14,210 | $1.59M | 2.19% | +14,210 | New |
| Jaffetilchin Investment Partners, LLC | 14,065 | $1.57M | 0.18% | −332−2.3% | Reduced |
| PCG Wealth Advisors, LLC | 14,046 | $1.57M | 0.99% | +1,426+11.3% | Added |
| Joho Capital LLC | 13,970 | $1.56M | 0.40% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 13,920 | $1.56M | 0.22% | −2,183−13.6% | Reduced |
| Icon Wealth Partners, LLC | 13,845 | $1.55M | 0.17% | +13,845 | New |
| Park Avenue Securities LLC | 13,741 | $1.54M | 0.03% | +918+7.2% | Added |
| Maven Securities LTD | 13,729 | $1.54M | 0.24% | +8,751+175.8% | Added |
| Infrastructure Capital Advisors, LLC | 13,563 | $1.52M | 0.30% | +7,291+116.2% | Added |
| Advisory Services Network, LLC | 13,538 | $1.52M | 0.04% | +1,754+14.9% | Added |
| Affinity Investment Advisors, LLC | 13,339 | $1.49M | 0.80% | +8,571+179.8% | Added |
| Metis Global Partners, LLC | 13,323 | $1.49M | 0.10% | +4,945+59.0% | Added |
| Advisor Partners II, LLC | 13,288 | $1.49M | 0.08% | −817−5.8% | Reduced |
| National Asset Management, Inc. | 13,231 | $1.48M | 0.04% | +2,092+18.8% | Added |
| Eagle Asset Management Inc | 13,033 | $1.46M | 0.01% | +142+1.1% | Added |
| MidWestOne Financial Group, Inc. | 12,781 | $1.43M | 0.32% | +4,391+52.3% | Added |
| Veritable, L.P. | 12,736 | $1.43M | 0.02% | +123+1.0% | Added |
| AFS Financial Group, LLC | 12,682 | $1.42M | 0.95% | +70+0.6% | Added |