Skip to main content

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

Q2 2023 vs. Q1 2023

How the institutions holding Simon Property Group Inc. changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of SPG: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders9878988+9
Shares288.4M25.6K284.7M−3.65M (−1.3%)
Value$31.9B$2.86M$32.9B+$966.7M (+3.0%)

8 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (79)

Institutions that held Simon Property Group Inc. at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to SPG in Q2 2023
InstitutionSharesValue% of portfolio
TCM Advisors, LLC–$46.2M19.81%
Weiss Multi-Strategy Advisers LLC303,292$35.0M0.75%
Balyasny Asset Management LLC223,803$25.8M0.07%
HRT Financial LP111,994$12.9M0.12%
UniSuper Management Pty Ltd94,200$10.9M0.12%
Beacon Pointe Advisors, LLC49,942$5.77M0.09%
Pictet & Cie (Europe) SA47,852$5.53M0.19%
La Banque Postale Asset Management SA44,884$5.18M0.12%
Cinctive Capital Management LP36,734$4.24M0.17%
Strategic Global Advisors, LLC35,299$4.08M0.63%
Investment Management Corp of Ontario27,799$3.21M0.14%
Elevatus Welath Management26,530$3.06M2.13%
Dark Forest Capital Management LP16,461$1.90M0.20%
Paloma Partners Management Co15,301$1.77M0.41%
Venture Visionary Partners LLC11,682$1.35M0.08%
iA Global Asset Management Inc.10,887$1.26M0.03%
Merit Financial Group, LLC10,310$1.19M0.04%
Glassy Mountain Advisors, Inc.10,069$1.16M0.52%
Castle Hook Partners LP8,939$1.03M0.10%
Pine Valley Investments Ltd Liability Co8,600$993.1K0.10%
Group One Trading, L.P.8,244$952.0K0.04%
Centiva Capital, LP7,362$850.2K0.04%
Impact Partnership Wealth, LLC4,994$576.8K0.20%
Triumph Capital Management4,741$547.5K0.25%
Evergreen Capital Management LLC4,498$519.4K0.02%
Jefferies Financial Group Inc.4,486$518.0K0.01%
Rossmore Private Capital4,200$485.0K0.07%
Resource Consulting Group Inc4,078$470.9K0.09%
Geller Advisors LLC3,873$447.3K0.06%
Oak Thistle LLC3,852$444.8K0.23%
Mather Group, LLC.3,719$429.4K0.01%
Steel Peak Wealth Management LLC3,521$406.6K0.02%
Kestra Advisory Services, LLC3,312$382.5K0.00%
ORG Partners LLC3,262$381.4K0.06%
Lazari Capital Management, Inc.3,268$377.4K0.21%
Glass Jacobson Investment Advisors llc3,102$358.2K0.16%
Autumn Glory Partners, LLC2,710$313.0K0.23%
Monument Capital Management2,709$312.9K0.10%
Gamco Investors, Inc. Et Al2,580$297.9K0.00%
RiverGlades Family Offices LLC2,400$277.2K0.25%
Cipher Capital LP2,375$274.3K0.05%
Empowered Funds, LLC2,294$264.9K0.01%
EA Series Trust2,294$264.9K0.01%
Summit Trail Advisors, LLC2,251$260.0K0.01%
Redhawk Wealth Advisors, Inc.2,228$257.3K0.08%
GTS Securities LLC2,224$256.8K0.01%
CTC Alternative Strategies, Ltd.2,085$240.8K0.30%
Parallax Volatility Advisers, L.P.2,053$237.1K0.01%
Resonant Capital Advisors, LLC1,980$228.7K0.02%
Lakeview Capital Partners, LLC1,897$219.1K0.04%
Rooted Wealth Advisors, Inc.1,816$215.0K0.14%
Legacy Financial Advisors, Inc.1,852$213.8K0.04%
Heritage Trust Co1,849$213.5K0.03%
Howard Capital Management Group, LLC1,490$172.1K0.02%
First Capital Advisors Group, LLC.1,381$159.5K0.08%
Simplex Trading, LLC1,289$148.0K0.01%
Options Solutions, LLC905$104.5K0.10%
Centaurus Financial, Inc.864$100.0K0.01%
Laffer Tengler Investments629$72.6K0.02%
VisionPoint Advisory Group, LLC457$52.7K0.02%
Wolverine Asset Management LLC302$34.9K0.00%
PSI Advisors, LLC255$29.4K0.01%
Tyler-Stone Wealth Management238$27.0K0.02%
Nemes Rush Group LLC225$26.0K0.00%
WFA of San Diego, LLC153$17.7K0.02%
Fairfield, Bush & Co.142$16.4K0.00%
Riverview Trust Co129$14.9K0.01%
Stonebridge Capital Advisors LLC100$11.5K0.00%
GW&K Investment Management, LLC92$11.0K0.00%
Fiduciary Alliance LLC87$10.0K0.00%
Coppell Advisory Solutions LLC56$6.43K0.00%
Caldwell Trust Co40$4.62K0.00%
Bollard Group LLC30$3.00K0.00%
Safeguard Financial, LLC26$3.00K0.00%
Credit Agricole S A21$2.42K0.00%
Archer Investment Corp20$2.31K0.00%
Headlands Technologies LLC12$1.39K0.00%
Psagot Value Holdings Ltd. / (Israel)5$1.00K0.00%
Wolff Wiese Magana LLC5$5780.00%

Sold out (70)

Institutions that held Simon Property Group Inc. at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of SPG in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
First Republic Investment Management, Inc.684,968$76.7M
Candlestick Capital Management LP225,000$25.2M
Twinbeech Capital LP107,702$12.1M
Lighthouse Investment Partners, LLC60,000$6.72M
L & S Advisors Inc43,419$4.86M
Kingsview Wealth Management, LLC25,715$2.88M
Trivant Custom Portfolio Group, LLC23,394$2.62M
Argonautica Private Wealth Management, Inc21,944$2.46M
Engineers Gate Manager LP19,024$2.13M
DoubleLine ETF Adviser LP16,475$1.84M
Joho Capital LLC13,970$1.56M
Eagle Asset Management Inc13,033$1.46M
Industrial Alliance Investment Management Inc.11,753$1.32M
Morse Asset Management, Inc11,485$1.29M
Cubist Systematic Strategies, LLC11,161$1.25M
LMR Partners LLP9,508$1.06M
Financial Advocates Investment Management9,228$1.03M
Richard Bernstein Advisors LLC8,729$977.4K
Winton Group Ltd8,726$977.0K
TrimTabs Asset Management, LLC7,806$874.0K
Bluefin Capital Management, LLC–$615.8K
Sowell Financial Services LLC4,645$520.0K
Bayesian Capital Management, LP4,509$504.9K
Altshuler Shaham Ltd4,200$470.3K
DRW Securities, LLC3,833$429.0K
PEAK6 Investments LLC3,547$397.2K
Garda Capital Partners LP3,424$383.4K
Reuter James Wealth Management, LLC3,225$361.1K
Prime Capital Investment Advisors, LLC3,174$355.4K
Axxcess Wealth Management, LLC3,088$345.8K
Lombard Odier Asset Management (Switzerland) SA3,080$344.9K
FDx Advisors, Inc.2,908$342.0K
Blueprint Investment Partners LLC3,031$339.4K
Founders Capital Management3,020$338.0K
Marex Group plc2,895$324.2K
Interchange Capital Partners, LLC2,886$320.5K
Kapitalo Investimentos Ltda2,845$318.6K
Journey Strategic Wealth LLC2,822$316.1K
Sustainable Insight Capital Management, LLC2,774$310.6K
Dynamic Technology Lab Private Ltd2,714$304.0K
Pearl River Capital, LLC2,668$298.7K
Abbrea Capital, LLC2,540$284.0K
1620 Investment Advisors, Inc.2,510$281.0K
Mirabella Financial Services LLP2,315$259.2K
Barry Investment Advisors, LLC2,273$254.5K
Compton Capital Management Inc2,250$251.9K
RSM US Wealth Management LLC2,209$247.3K
IFG Advisory, LLC2,158$241.6K
Sloy Dahl & Holst, LLC2,139$239.5K
Laidlaw Wealth Management LLC1,999$223.8K
Connecticut Wealth Management, LLC1,966$220.1K
MQS Management LLC1,964$219.9K
Csenge Advisory Group1,801$201.7K
AIA Group Ltd1,118$125.2K
Ameritas Advisory Services, LLC1,043$115.5K
Old North State Trust, LLC708$79.0K
Ellevest, Inc.703$78.7K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main594$66.5K
ING Groep NV566$63.4K
ZRC Wealth Management, LLC508$56.8K
Trifecta Capital Advisors, LLC370$41.4K
TCI Wealth Advisors, Inc.237$26.6K
US Asset Management LLC214$24.0K
Venturi Wealth Management, LLC141$15.8K
JNBA Financial Advisors87$9.74K
Cutler Group LP68$7.00K
BerganKDV Wealth Management, LLC30$3.35K
Strategic Investment Solutions, Inc.23$2.60K
Toth Financial Advisory Corp18$2.02K
Fortis Capital Advisors, LLC10$1.12K

Not filed for Q2 2023 yet (8)

Institutions that held Simon Property Group Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SPG in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Ibex Wealth Advisors11,297$1.26M
HighTower Trust Services, LTA6,797$757.8K
Pathway Financial Advisers, LLC2,895$324.1K
Kula Investments, LLC2,220$248.6K
Stonnington Group, LLC2,104$229.2K
Householder Group Estate & Retirement Specialist, LLC244$27.0K
Ahrens Investment Partners LLC52$5.78K
Baldrige Asset Management LLC2$0