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 |
|---|---|---|---|---|---|
| Register Financial Advisors LLC | 1,126 | $126.1K | 0.10% | +305+37.1% | Added |
| AIA Group Ltd | 1,118 | $125.2K | 0.01% | −225−16.8% | Reduced |
| Tobam | 1,059 | $119.0K | 0.01% | +339+47.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,098 | $118.0K | 0.00% | +495+82.1% | Added |
| MV Capital Management, Inc. | 1,049 | $117.5K | 0.02% | +623+146.2% | Added |
| Rosenberg Matthew Hamilton | 1,045 | $117.0K | 0.04% | +80+8.3% | Added |
| Ameritas Advisory Services, LLC | 1,043 | $115.5K | 0.01% | +1,043 | New |
| Motco | 1,024 | $114.7K | 0.01% | +43+4.4% | Added |
| AllSquare Wealth Management LLC | 1,001 | $112.1K | 0.07% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,000 | $112.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,000 | $112.0K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 1,000 | $112.0K | 0.00% | −53−5.0% | Reduced |
| Rowland & Co Investment Counsel | 1,000 | $112.0K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $112.0K | 0.07% | 00.0% | Unchanged |
| Ci Investments Inc. | 859 | $96.0K | 0.00% | −51−5.6% | Reduced |
| Pinnacle Bancorp, Inc. | 852 | $95.4K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 844 | $94.5K | 0.01% | +169+25.0% | Added |
| Bokf, NA | 841 | $94.2K | 0.00% | −10,801−92.8% | Reduced |
| Baker Avenue Asset Management, LP | 840 | $94.1K | 0.01% | −4,087−83.0% | Reduced |
| Silvant Capital Management LLC | 821 | $91.9K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 816 | $91.4K | 0.00% | +132+19.3% | Added |
| Tradition Wealth Management, LLC | 779 | $87.0K | 0.01% | +779 | New |
| Concord Wealth Partners | 772 | $86.4K | 0.02% | −35−4.3% | Reduced |
| Allworth Financial LP | 738 | $82.6K | 0.00% | +109+17.3% | Added |
| Smithfield Trust Co | 721 | $82.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 713 | $79.8K | 0.00% | +17+2.4% | Added |
| Old North State Trust, LLC | 708 | $79.0K | 0.05% | −3−0.4% | Reduced |
| Ellevest, Inc. | 703 | $78.7K | 0.01% | −2−0.3% | Reduced |
| Montag A & Associates Inc | 702 | $78.6K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 670 | $75.0K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 661 | $74.0K | 0.02% | +1+0.2% | Added |
| Edmond de Rothschild Holding S.A. | 626 | $70.1K | 0.00% | −8,616−93.2% | Reduced |
| Systematic Alpha Investments, LLC | 614 | $68.7K | 0.00% | +614 | New |
| CVA Family Office, LLC | 612 | $68.5K | 0.02% | +37+6.4% | Added |
| Ronald Blue Trust, Inc. | 580 | $68.0K | 0.00% | −163−21.9% | Reduced |
| VitalStone Financial, LLC | 417 | $68.0K | 0.06% | +220+111.7% | Added |
| Farmers & Merchants Investments Inc | 598 | $67.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 594 | $66.5K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 577 | $65.0K | 0.00% | −92−13.8% | Reduced |
| Delta Asset Management LLC | 579 | $64.8K | 0.01% | −51−8.1% | Reduced |
| Credential Qtrade Securities Inc. | 577 | $64.6K | 0.00% | +577 | New |
| ING Groep NV | 566 | $63.4K | 0.00% | −13,032−95.8% | Reduced |
| Carolinas Wealth Consulting LLC | 526 | $58.9K | 0.01% | +3+0.6% | Added |
| ZRC Wealth Management, LLC | 508 | $56.8K | 0.05% | +508 | New |
| PFS Partners, LLC | 500 | $56.0K | 0.05% | 00.0% | Unchanged |
| Twin Tree Management, LP | 491 | $55.0K | 0.00% | −200,054−99.8% | Reduced |
| AdvisorNet Financial, Inc | 476 | $53.3K | 0.00% | −27−5.4% | Reduced |
| Hexagon Capital Partners LLC | 470 | $52.6K | 0.01% | +301+178.1% | Added |
| Glassman Wealth Services | 451 | $50.5K | 0.01% | +32+7.6% | Added |
| Salem Investment Counselors Inc | 443 | $49.6K | 0.00% | +375+551.5% | Added |
| Global Retirement Partners, LLC | 451 | $48.5K | 0.00% | +128+39.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 412 | $46.0K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 400 | $44.8K | 0.03% | −1,000−71.4% | Reduced |
| ICA Group Wealth Management, LLC | 391 | $43.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 384 | $43.0K | 0.01% | +2+0.5% | Added |
| Activest Wealth Management | 385 | $43.0K | 0.03% | +385 | New |
| HBC Financial Services, PLLC | 380 | $42.0K | 0.03% | +380 | New |
| Hoey Investments, Inc | 375 | $42.0K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 370 | $41.4K | 0.01% | +35+10.4% | Added |
| American National Bank | 368 | $41.2K | 0.01% | −14−3.7% | Reduced |
| Nordwand Advisors, LLC | 346 | $38.7K | 0.01% | +346 | New |
| Compass Wealth Management LLC | 345 | $38.6K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 344 | $38.5K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 338 | $37.9K | 0.00% | +7+2.1% | Added |
| Anchor Investment Management, LLC | 325 | $36.4K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 323 | $36.2K | 0.02% | +5+1.6% | Added |
| Zions Bancorporation, N.A. | 321 | $35.9K | 0.00% | −86−21.1% | Reduced |
| Brown Brothers Harriman & Co | 316 | $35.4K | 0.00% | +60+23.4% | Added |
| Beacon Capital Management, LLC | 314 | $35.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 310 | $34.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 307 | $34.4K | 0.03% | +307 | New |
| West Branch Capital LLC | 305 | $34.2K | 0.02% | +305 | New |
| Carmichael Hill & Associates, Inc. | 300 | $33.6K | 0.02% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 285 | $31.9K | 0.03% | +70+32.6% | Added |
| HHM Wealth Advisors, LLC | 275 | $30.8K | 0.01% | +63+29.7% | Added |
| Private Trust Co NA | 271 | $30.3K | 0.00% | −107−28.3% | Reduced |
| Kozak & Associates, Inc. | 250 | $28.0K | 0.01% | −108−30.2% | Reduced |
| Cambridge Trust Co | 250 | $28.0K | 0.00% | −680−73.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 244 | $27.0K | 0.01% | +244 | New |
| TCI Wealth Advisors, Inc. | 237 | $26.6K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 233 | $26.1K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 231 | $25.9K | 0.02% | +4+1.8% | Added |
| Jones Financial Companies LLLP | 229 | $25.6K | 0.00% | −101−30.6% | Reduced |
| Valley National Advisers Inc | 225 | $25.0K | 0.00% | 00.0% | Unchanged |
| US Asset Management LLC | 214 | $24.0K | 0.02% | −8−3.6% | Reduced |
| Key Financial Inc | 214 | $24.0K | 0.01% | +100+87.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 212 | $23.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 209 | $23.4K | 0.01% | −23−9.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 207 | $23.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 207 | $23.0K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 200 | $22.4K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 196 | $21.9K | 0.01% | +79+67.5% | Added |
| Creative Financial Designs Inc | 192 | $21.5K | 0.00% | +57+42.2% | Added |
| Rain Capital Management, LLC | 183 | $20.5K | 0.01% | +183 | New |
| Earnest Partners LLC | 178 | $19.9K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 163 | $18.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 160 | $18.0K | 0.02% | −105−39.6% | Reduced |
| Atwood & Palmer Inc | 155 | $17.4K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 153 | $17.1K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 152 | $17.1K | 0.00% | +2+1.3% | Added |