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 |
|---|---|---|---|---|---|
| Erste Asset Management GmbH | 13,200 | $1.42M | 0.03% | +5,200+65.0% | Added |
| Tower Research Capital LLC (TRC) | 12,520 | $1.40M | 0.04% | +3,452+38.1% | Added |
| Howland Capital Management LLC | 12,452 | $1.39M | 0.08% | +68+0.5% | Added |
| KG&L Capital Management,LLC | 12,430 | $1.39M | 0.73% | −113−0.9% | Reduced |
| Cascade Investment Advisors, Inc. | 12,328 | $1.38M | 1.09% | −55−0.4% | Reduced |
| Investors Research Corp | 12,237 | $1.37M | 0.36% | −225−1.8% | Reduced |
| Brookstone Capital Management | 12,190 | $1.36M | 0.03% | −613−4.8% | Reduced |
| Pacific Global Investment Management CO | 11,914 | $1.33M | 0.29% | −517−4.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,816 | $1.32M | 0.06% | +185+1.6% | Added |
| Industrial Alliance Investment Management Inc. | 11,753 | $1.32M | 0.04% | +11,753 | New |
| Legacy Wealth Asset Management, LLC | 11,705 | $1.31M | 0.47% | −9−0.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,634 | $1.30M | 0.11% | −97−0.8% | Reduced |
| Verition Fund Management LLC | 11,504 | $1.29M | 0.02% | +1,914+20.0% | Added |
| Morse Asset Management, Inc | 11,485 | $1.29M | 0.43% | +5,685+98.0% | Added |
| Acadian Asset Management LLC | 11,415 | $1.28M | 0.01% | −30,656−72.9% | Reduced |
| New England Research & Management, Inc. | 11,300 | $1.26M | 0.74% | −120−1.1% | Reduced |
| Ibex Wealth Advisors | 11,297 | $1.26M | 0.33% | +11,297 | New |
| Meitav Dash Investments Ltd | 11,688 | $1.25M | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 11,161 | $1.25M | 0.01% | +11,161 | New |
| Ieq Capital, LLC | 11,159 | $1.25M | 0.03% | +71+0.6% | Added |
| Pathstone Family Office, LLC | 11,110 | $1.25M | 0.02% | −2,865−20.5% | Reduced |
| Jeppson Wealth Management, LLC | 10,920 | $1.22M | 0.53% | −149−1.3% | Reduced |
| Canandaigua National Bank & Trust Co | 10,826 | $1.21M | 0.20% | +10,826 | New |
| Granger Management LLC | 10,661 | $1.19M | 0.53% | −792−6.9% | Reduced |
| Vinva Investment Management Ltd | 10,953 | $1.18M | 0.10% | +10,953 | New |
| Federated Hermes, Inc. | 10,424 | $1.17M | 0.00% | −966−8.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 10,300 | $1.15M | 0.02% | −23,350−69.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,276 | $1.15M | 0.03% | +29+0.3% | Added |
| Donoghue Forlines LLC | 10,186 | $1.14M | 0.41% | −5,943−36.8% | Reduced |
| Vanderbilt University | 10,169 | $1.14M | 0.28% | +446+4.6% | Added |
| GWM Advisors LLC | 10,158 | $1.14M | 0.01% | −1,370−11.9% | Reduced |
| Greenleaf Trust | 10,114 | $1.13M | 0.01% | +7+0.1% | Added |
| MBL Wealth, LLC | 10,101 | $1.13M | 0.18% | +103+1.0% | Added |
| Lido Advisors, LLC | 10,064 | $1.13M | 0.02% | +1,309+15.0% | Added |
| Integrated Wealth Concepts LLC | 10,052 | $1.13M | 0.02% | +3,423+51.6% | Added |
| Atria Investments LLC | 9,992 | $1.12M | 0.02% | +1,224+14.0% | Added |
| Convergence Investment Partners, LLC | 9,984 | $1.12M | 0.66% | +9,984 | New |
| Personal Cfo Solutions, LLC | 9,982 | $1.12M | 0.23% | +122+1.2% | Added |
| Quantinno Capital Management LP | 9,932 | $1.11M | 0.07% | +2,695+37.2% | Added |
| Assetmark, Inc | 9,914 | $1.11M | 0.00% | +5,822+142.3% | Added |
| Miracle Mile Advisors, LLC | 9,897 | $1.11M | 0.04% | −378−3.7% | Reduced |
| International Assets Investment Management, LLC | 9,854 | $1.10M | 0.16% | −4,928−33.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 9,684 | $1.08M | 0.15% | −4,437−31.4% | Reduced |
| BCGM Wealth Management, LLC | 9,557 | $1.07M | 0.54% | −250−2.5% | Reduced |
| LMR Partners LLP | 9,508 | $1.06M | 0.02% | −5,052−34.7% | Reduced |
| Paradigm Asset Management Co LLC | 9,445 | $1.06M | 0.29% | −100−1.0% | Reduced |
| NewEdge Wealth, LLC | 9,331 | $1.04M | 0.04% | +233+2.6% | Added |
| Transcend Wealth Collective, LLC | 9,315 | $1.04M | 0.11% | +9,315 | New |
| Financial Advocates Investment Management | 9,228 | $1.03M | 0.08% | +73+0.8% | Added |
| Stevens Capital Management LP | 9,188 | $1.03M | 0.26% | +9,188 | New |
| Mark Asset Management LP | 9,072 | $1.02M | 0.19% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 9,034 | $1.01M | 0.05% | −2,989−24.9% | Reduced |
| Titleist Asset Management, LLC | 8,945 | $1.00M | 0.21% | +8,945 | New |
| Toroso Investments, LLC | 8,841 | $990.0K | 0.03% | +1,208+15.8% | Added |
| TD Private Client Wealth LLC | 8,735 | $978.1K | 0.04% | −423−4.6% | Reduced |
| Richard Bernstein Advisors LLC | 8,729 | $977.4K | 0.02% | 00.0% | Unchanged |
| Winton Group Ltd | 8,726 | $977.0K | 0.06% | +8,726 | New |
| Cullen Capital Management LLC | 8,714 | $975.7K | 0.01% | +8,714 | New |
| Mystic Asset Management, Inc. | 8,677 | $971.6K | 0.54% | +730+9.2% | Added |
| Everence Capital Management Inc | 8,469 | $948.0K | 0.08% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 8,427 | $943.5K | 0.11% | −752−8.2% | Reduced |
| Leonteq Securities AG | 8,102 | $907.2K | 0.08% | −3,439−29.8% | Reduced |
| Bedel Financial Consulting, Inc. | 8,020 | $898.0K | 0.22% | −158−1.9% | Reduced |
| Gabelli Funds LLC | 8,000 | $895.8K | 0.01% | +8,000 | New |
| M Holdings Securities, Inc. | 7,983 | $894.0K | 0.09% | −488−5.8% | Reduced |
| Belpointe Asset Management LLC | 7,923 | $887.2K | 0.05% | +808+11.4% | Added |
| Invst, LLC | 7,987 | $883.4K | 0.14% | −636−7.4% | Reduced |
| Brinker Capital Investments, LLC | 7,850 | $879.1K | 0.01% | +3,586+84.1% | Added |
| Orion Portfolio Solutions, LLC | 7,850 | $879.1K | 0.01% | +4,480+132.9% | Added |
| TrimTabs Asset Management, LLC | 7,806 | $874.0K | 0.47% | +1,020+15.0% | Added |
| Wetherby Asset Management Inc | 7,754 | $868.2K | 0.05% | −244−3.1% | Reduced |
| Assenagon Asset Management S.A. | 7,712 | $863.5K | 0.00% | −219−2.8% | Reduced |
| Simmons Bank | 7,643 | $855.8K | 0.07% | +61+0.8% | Added |
| Federation des caisses Desjardins du Quebec | 7,560 | $846.5K | 0.01% | −1,209−13.8% | Reduced |
| Fiduciary Trust Co | 7,545 | $844.8K | 0.02% | −260−3.3% | Reduced |
| Commerzbank Aktiengesellschaft | 7,526 | $843.0K | 0.05% | −2,328−23.6% | Reduced |
| Alberta Investment Management Corp | 7,500 | $839.8K | 0.01% | +7,500 | New |
| Illinois Municipal Retirement Fund | 7,454 | $835.0K | 0.02% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 7,456 | $834.8K | 0.11% | −401−5.1% | Reduced |
| TrueWealth Advisors, LLC | 7,260 | $812.9K | 0.34% | +340+4.9% | Added |
| Chesapeake Asset Management LLC | 7,220 | $808.4K | 0.74% | +7,220 | New |
| Dai-Ichi Life Insurance Company, Ltd | 7,199 | $806.1K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 7,095 | $794.4K | 0.07% | +7,095 | New |
| Gifford Fong Associates | 7,000 | $784.0K | 0.21% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 6,963 | $779.6K | 0.38% | +589+9.2% | Added |
| Raymond James Trust N.A. | 6,923 | $775.0K | 0.02% | +269+4.0% | Added |
| Park Place Capital Corp | 6,818 | $763.4K | 0.21% | −398−5.5% | Reduced |
| HighTower Trust Services, LTA | 6,797 | $757.8K | 0.07% | +18+0.3% | Added |
| Ausdal Financial Partners, Inc. | 6,688 | $748.9K | 0.10% | −138−2.0% | Reduced |
| Sawtooth Solutions, LLC | 6,620 | $741.3K | 0.02% | +3,306+99.8% | Added |
| Bleakley Financial Group, LLC | 6,618 | $741.1K | 0.02% | +59+0.9% | Added |
| Strategic Advisors LLC | 6,500 | $727.8K | 0.15% | +1,800+38.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,435 | $721.2K | 0.06% | +6,435 | New |
| Solidarilty Wealth, LLC | 6,406 | $717.3K | 0.33% | +6,406 | New |
| Retirement Planning Co of New England, Inc. | 6,381 | $714.5K | 0.43% | +75+1.2% | Added |
| TBH Global Asset Management, LLC | 6,323 | $708.0K | 0.15% | −2,253−26.3% | Reduced |
| Capstone Investment Advisors, LLC | 6,293 | $704.6K | 0.02% | −21,715−77.5% | Reduced |
| TD Waterhouse Canada Inc. | 6,240 | $701.3K | 0.01% | −3,370−35.1% | Reduced |
| Cerity Partners LLC | 6,297 | $700.8K | 0.00% | −93−1.5% | Reduced |
| Sumitomo Life Insurance Co | 6,188 | $693.0K | 0.06% | −63−1.0% | Reduced |