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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 6,147 | $688.3K | 0.03% | +71+1.2% | Added |
| Marino, Stram & Associates LLC | 6,114 | $684.6K | 0.21% | +459+8.1% | Added |
| Williams Jones Wealth Management, LLC. | 6,103 | $683.4K | 0.01% | −2,235−26.8% | Reduced |
| Penserra Capital Management LLC | 6,087 | $681.0K | 0.01% | +812+15.4% | Added |
| Marshall Wace, LLP | 6,046 | $677.0K | 0.00% | +6,046 | New |
| Tokio Marine Asset Management Co Ltd | 5,999 | $671.7K | 0.05% | +521+9.5% | Added |
| Renasant Bank | 5,982 | $669.8K | 0.52% | −462−7.2% | Reduced |
| Boston Private Wealth LLC | 5,960 | $667.4K | 0.01% | −1,403−19.1% | Reduced |
| Rothschild Investment Corp | 5,961 | $667.0K | 0.06% | +28+0.5% | Added |
| Congress Wealth Management LLC | 5,948 | $666.0K | 0.02% | +382+6.9% | Added |
| Los Angeles Capital Management LLC | 5,870 | $657.3K | 0.00% | −349,904−98.4% | Reduced |
| Ossiam | 5,834 | $653.2K | 0.01% | +1,911+48.7% | Added |
| BBJS Financial Advisors, LLC | 5,735 | $642.1K | 0.26% | +1,393+32.1% | Added |
| Sigma Planning Corp | 5,732 | $641.9K | 0.02% | +2,218+63.1% | Added |
| Wellington Shields & Co., LLC | 5,700 | $638.2K | 0.14% | −420−6.9% | Reduced |
| Tiedemann Advisors, LLC | 5,681 | $636.1K | 0.03% | +94+1.7% | Added |
| Ninety One SA (PTY) Ltd | 5,808 | $635.3K | 0.16% | +1,915+49.2% | Added |
| EverSource Wealth Advisors, LLC | 5,667 | $634.5K | 0.08% | +278+5.2% | Added |
| MSH Capital Advisors LLC | 5,597 | $626.7K | 0.27% | +942+20.2% | Added |
| Verdence Capital Advisors LLC | 5,597 | $626.6K | 0.08% | −36−0.6% | Reduced |
| Cetera Advisors LLC | 5,582 | $625.0K | 0.01% | −95−1.7% | Reduced |
| Wedbush Securities Inc | 5,585 | $625.0K | 0.03% | −190−3.3% | Reduced |
| Bluefin Capital Management, LLC | – | $615.8K | 0.09% | – | – |
| IFP Advisors, Inc | 3,192 | $613.4K | 0.03% | −979−23.5% | Reduced |
| Coldstream Capital Management Inc | 5,477 | $613.3K | 0.02% | −228−4.0% | Reduced |
| Future Financial Wealth Managment LLC | 5,449 | $612.6K | 0.68% | −1,489−21.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,459 | $611.2K | 0.01% | +180+3.4% | Added |
| Castle Rock Wealth Management, LLC | 5,702 | $607.1K | 0.22% | +431+8.2% | Added |
| Independent Financial Group, LLC | 5,405 | $605.1K | 0.05% | +734+15.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 5,393 | $604.0K | 0.02% | +122+2.3% | Added |
| First Hawaiian Bank | 5,389 | $603.4K | 0.02% | +1,618+42.9% | Added |
| Carmel Capital Partners, LLC | 5,384 | $602.8K | 0.36% | −218−3.9% | Reduced |
| Moody National Bank Trust Division | 5,329 | $596.7K | 0.05% | 00.0% | Unchanged |
| Brown Advisory Inc | 5,316 | $595.3K | 0.00% | +603+12.8% | Added |
| Gilman Hill Asset Management, LLC | 5,271 | $590.2K | 0.12% | −463−8.1% | Reduced |
| Keybank National Association | 5,251 | $588.0K | 0.00% | +524+11.1% | Added |
| Monetary Management Group Inc | 5,250 | $587.8K | 0.17% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,244 | $587.2K | 0.01% | +5,244 | New |
| Checchi Capital Advisers, LLC | 5,241 | $586.8K | 0.06% | +414+8.6% | Added |
| Arete Wealth Advisors, LLC | 5,228 | $585.0K | 0.05% | +1,812+53.0% | Added |
| Versor Investments LP | 5,202 | $582.5K | 0.08% | −600−10.3% | Reduced |
| Ascent Group, LLC | 5,191 | $581.2K | 0.06% | −221−4.1% | Reduced |
| Parallel Advisors, LLC | 5,188 | $580.9K | 0.02% | −634−10.9% | Reduced |
| Hollencrest Capital Management | 5,124 | $573.7K | 0.06% | −7−0.1% | Reduced |
| VELA Investment Management, LLC | 5,056 | $566.1K | 0.26% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 5,045 | $564.9K | 0.62% | +1,115+28.4% | Added |
| Profund Advisors LLC | 5,033 | $563.5K | 0.03% | −1,557−23.6% | Reduced |
| American Assets Inc | 5,000 | $559.9K | 0.27% | 00.0% | Unchanged |
| EJF Capital LLC | 5,000 | $559.9K | 0.21% | +1,000+25.0% | Added |
| Scotia Capital Inc. | 4,996 | $559.4K | 0.00% | +787+18.7% | Added |
| Sound View Wealth Advisors Group, LLC | 4,972 | $556.7K | 0.08% | −591−10.6% | Reduced |
| TownSquare Capital, LLC | 4,969 | $556.3K | 0.01% | +1,373+38.2% | Added |
| Veriti Management LLC | 4,872 | $545.5K | 0.06% | +485+11.1% | Added |
| MAI Capital Management | 4,860 | $544.2K | 0.01% | −810−14.3% | Reduced |
| Highline Wealth Partners LLC | 4,842 | $542.2K | 0.37% | +10.0% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 4,809 | $538.4K | 0.47% | −196−3.9% | Reduced |
| Banque Cantonale Vaudoise | 4,689 | $526.0K | 0.03% | +1,880+66.9% | Added |
| Horizon Investments, LLC | 4,694 | $525.6K | 0.02% | −757−13.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,675 | $523.5K | 0.08% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 4,650 | $520.7K | 0.33% | −30−0.6% | Reduced |
| Sowell Financial Services LLC | 4,645 | $520.0K | 0.04% | +4,645 | New |
| Griffin Asset Management, Inc. | 4,625 | $517.9K | 0.07% | −7−0.2% | Reduced |
| Equitable Holdings, Inc. | 4,549 | $509.4K | 0.01% | +1,798+65.4% | Added |
| Panagora Asset Management Inc | 4,540 | $508.3K | 0.00% | −2,552−36.0% | Reduced |
| Bayesian Capital Management, LP | 4,509 | $504.9K | 0.06% | −4,809−51.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,422 | $495.0K | 0.02% | −1,406−24.1% | Reduced |
| Stephens Inc | 4,358 | $488.0K | 0.01% | −77−1.7% | Reduced |
| CWM Advisors, LLC | 4,349 | $487.0K | 0.06% | −1,417−24.6% | Reduced |
| Signaturefd, LLC | 4,339 | $485.9K | 0.01% | +37+0.9% | Added |
| Stamos Capital Partners, L.P. | 4,270 | $478.1K | 0.12% | 00.0% | Unchanged |
| Element Wealth, LLC | 4,217 | $472.2K | 0.35% | +37+0.9% | Added |
| Altshuler Shaham Ltd | 4,200 | $470.3K | 0.01% | −23,365−84.8% | Reduced |
| Trust Co of Vermont | 4,176 | $467.6K | 0.03% | −238−5.4% | Reduced |
| Mutual Advisors, LLC | 4,161 | $465.9K | 0.02% | +775+22.9% | Added |
| Bessemer Securities LLC | 4,129 | $462.0K | 0.22% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 4,100 | $459.1K | 0.21% | −1,800−30.5% | Reduced |
| Beacon Investment Advisors LLC | 4,094 | $458.4K | 0.33% | +89+2.2% | Added |
| Eqis Capital Management, Inc. | 4,085 | $457.4K | 0.05% | −5,647−58.0% | Reduced |
| CWM, LLC | 4,010 | $449.0K | 0.00% | −15−0.4% | Reduced |
| Citadel Advisors LLC | 3,997 | $447.5K | 0.00% | −279,210−98.6% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,964 | $443.8K | 0.09% | +365+10.1% | Added |
| Optimum Investment Advisors | 3,961 | $443.5K | 0.23% | −130−3.2% | Reduced |
| CWA Asset Management Group, LLC | 3,959 | $443.3K | 0.03% | +536+15.7% | Added |
| Accuvest Global Advisors | 3,958 | $443.0K | 0.20% | −8,360−67.9% | Reduced |
| Cigna Investments Inc | 3,944 | $442.0K | 0.09% | −77−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,946 | $441.8K | 0.02% | 00.0% | Unchanged |
| First National Bank of Omaha | 3,940 | $441.2K | 0.03% | −60−1.5% | Reduced |
| Colony Group LLC | 3,943 | $441.0K | 0.01% | −1,381−25.9% | Reduced |
| Avantax Advisory Services, Inc. | 3,911 | $438.0K | 0.01% | +4+0.1% | Added |
| Augustine Asset Management Inc | 3,907 | $437.5K | 0.22% | +2+0.1% | Added |
| Beaumont Asset Management, L.L.C. | 3,864 | $432.7K | 0.32% | −125−3.1% | Reduced |
| Sage Investment Advisers LLC | 3,857 | $431.9K | 0.58% | +9+0.2% | Added |
| Wexford Capital LP | 3,845 | $430.5K | 0.09% | +520+15.6% | Added |
| DRW Securities, LLC | 3,833 | $429.0K | 0.06% | +297+8.4% | Added |
| KMG Fiduciary Partners, LLC | 3,801 | $425.6K | 0.06% | −5,815−60.5% | Reduced |
| Pitcairn Co | 3,798 | $425.3K | 0.04% | +523+16.0% | Added |
| IHT Wealth Management, LLC | 3,782 | $423.5K | 0.02% | +3,782 | New |
| First Dallas Securities Inc. | 3,750 | $420.0K | 0.25% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,750 | $419.9K | 0.06% | −686−15.5% | Reduced |
| RS Crum Inc. | 3,709 | $415.3K | 0.16% | 00.0% | Unchanged |