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Simon Property Group Inc.

SPG
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001063761

In the last 90 days, Simon Property Group Inc. insiders filed 11 open-market purchases and 0 sales; 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, Q2 2023

Institutional positions in Simon Property Group Inc. as of Jun 30, 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
988
+9 vs. Q1 2023
Shares held
284.7M
−3.65M (−1.3%) vs. Q1 2023
Total value
$32.9B
+$966.7M (+3.0%) vs. Q1 2023
New holders
79
367 more added
Sold out
70
361 more reduced

8 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 988 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ2 2023: $32.9B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$32.7B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q1 2023.

Institutions holding SPG in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth12$00.00%00.0%Unchanged
Adelante Capital Management LLC561,653$00.00%−12,502−2.2%Reduced
Asset Dedication, LLC3$00.00%00.0%Unchanged
Centerpoint Advisors, LLC3$00.00%00.0%Unchanged
SOA Wealth Advisors, LLC.1$1150.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC2$2310.00%00.0%Unchanged
Wolff Wiese Magana LLC5$5780.00%+5New
Cape Investment Advisory, Inc.6$6930.00%00.0%Unchanged
Delos Wealth Advisors, LLC8$9240.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)5$1.00K0.00%+5New
USA Financial Portformulas Corp9$1.04K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC9$1.04K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC11$1.27K0.00%−380−97.2%Reduced
Versant Capital Management, Inc12$1.39K0.00%00.0%Unchanged
Headlands Technologies LLC12$1.39K0.00%+12New
TFC Financial Management14$1.62K0.00%00.0%Unchanged
Tompkins Financial Corp15$1.73K0.00%00.0%Unchanged
HM Payson & Co17$1.96K0.00%00.0%Unchanged
ClariVest Asset Management LLC14$2.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC18$2.08K0.00%00.0%Unchanged
Gradient Investments LLC19$2.17K0.00%+14+280.0%Added
Y.D. More Investments Ltd20$2.31K0.00%00.0%Unchanged
Archer Investment Corp20$2.31K0.00%+20New
Credit Agricole S A21$2.42K0.00%+21New
MCF Advisors LLC22$2.54K0.00%00.0%Unchanged
Red Tortoise LLC23$2.66K0.00%00.0%Unchanged
Jones Financial Companies LLLP24$2.77K0.00%−205−89.5%Reduced
Eagle Bay Advisors LLC24$2.77K0.00%−15−38.5%Reduced
Grove Bank & Trust24$2.77K0.00%−9−27.3%Reduced
Tucker Asset Management LLC25$2.89K0.00%00.0%Unchanged
Bollard Group LLC30$3.00K0.00%+30New
Safeguard Financial, LLC26$3.00K0.00%+26New
Glen Eagle Advisors, LLC29$3.35K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC30$3.46K0.00%00.0%Unchanged
DT Investment Partners, LLC28$3.51K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC31$3.58K0.00%00.0%Unchanged
Creative Capital Management Investments LLC33$3.81K0.00%00.0%Unchanged
Raffa Wealth Management, LLC34$3.93K0.00%00.0%Unchanged
Silicon Valley Capital Partners37$4.22K0.00%+36+3,600.0%Added
Jackson, Grant Investment Advisers, Inc.38$4.39K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC39$4.50K0.00%+33+550.0%Added
Independence Bank of Kentucky40$4.62K0.00%00.0%Unchanged
Caldwell Trust Co40$4.62K0.00%+40New
Sittner & Nelson, LLC44$5.08K0.00%00.0%Unchanged
Costello Asset Management, INC45$5.20K0.00%+3+7.1%Added
WR Wealth Planners, LLC46$5.31K0.00%+39+557.1%Added
Arrow Financial Corp50$5.77K0.00%00.0%Unchanged
Westside Investment Management, Inc.50$5.85K0.00%00.0%Unchanged
Oakworth Capital, Inc.52$6.00K0.00%00.0%Unchanged
Lee Financial Co53$6.12K0.00%−27−33.8%Reduced
Coppell Advisory Solutions LLC56$6.43K0.00%+56New
Northwest Investment Counselors, LLC56$6.47K0.00%00.0%Unchanged
Bogart Wealth, LLC56$6.47K0.00%00.0%Unchanged
Financial Management Professionals, Inc.60$7.00K0.00%+23+62.2%Added
Quarry LP61$7.04K0.00%−135−68.9%Reduced
Adirondack Trust Co66$8.22K0.00%00.0%Unchanged
Center for Financial Planning, Inc.76$8.78K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.75$9.00K0.00%−15−16.7%Reduced
1832 Asset Management L.P.78$9.01K0.00%00.0%Unchanged
Colonial Trust Advisors84$9.70K0.00%00.0%Unchanged
Fiduciary Alliance LLC87$10.0K0.00%+87New
Cary Street Partner Investment Advisory LLC88$10.2K0.00%−5−5.4%Reduced
Washington Trust Advisors, Inc.90$10.4K0.00%00.0%Unchanged
GW&K Investment Management, LLC92$11.0K0.00%+92New
Ancora Advisors, LLC97$11.2K0.00%00.0%Unchanged
Webster Bank, N. A.100$11.5K0.00%00.0%Unchanged
DB Wealth Management Group, LLC100$11.5K0.01%00.0%Unchanged
Stonebridge Capital Advisors LLC100$11.5K0.00%+100New
FinTrust Capital Advisors, LLC100$11.7K0.00%00.0%Unchanged
Liberty One Investment Management, LLC102$11.8K0.00%+3+3.0%Added
Bartlett & Co. LLC107$12.0K0.00%−100−48.3%Reduced
Grayhawk Investment Strategies Inc.105$12.1K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC107$12.4K0.00%−100−48.3%Reduced
Rise Advisors, LLC108$12.4K0.01%−24−18.2%Reduced
Bell Investment Advisors, Inc108$12.5K0.00%+11+11.3%Added
Private Ocean, LLC109$12.6K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.109$12.6K0.00%00.0%Unchanged
Operose Advisors LLC110$12.7K0.01%00.0%Unchanged
Sofos Investments, Inc.115$12.9K0.06%+3+2.7%Added
Highlander Capital Management, LLC109$13.0K0.01%00.0%Unchanged
Horan Securities, Inc.119$13.7K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.119$13.8K0.00%+1+0.8%Added
Abound Wealth Management122$14.1K0.01%+35+40.2%Added
Focused Wealth Management, Inc123$14.2K0.00%+26+26.8%Added
Riverview Trust Co129$14.9K0.01%+129New
Winch Advisory Services, LLC133$15.0K0.01%00.0%Unchanged
West Paces Advisors Inc.138$15.9K0.00%−9−6.1%Reduced
Fairfield, Bush & Co.142$16.4K0.00%+142New
Core Alternative Capital144$16.7K0.00%+4+2.9%Added
Sutton Wealth Advisors Inc.145$16.7K0.01%00.0%Unchanged
RFP Financial Group LLC146$16.9K0.01%00.0%Unchanged
AlphaMark Advisors, LLC150$17.0K0.01%00.0%Unchanged
Iron Horse Wealth Management, LLC150$17.3K0.01%00.0%Unchanged
Boyd Watterson Asset Management LLC153$17.7K0.01%00.0%Unchanged
WFA of San Diego, LLC153$17.7K0.02%+153New
Atwood & Palmer Inc155$17.9K0.00%00.0%Unchanged
Column Capital Advisors, LLC155$17.9K0.00%+3+2.0%Added
PFG Private Wealth Management, LLC157$18.1K0.01%+81+106.6%Added
Atlas Capital Advisors LLC163$18.8K0.00%00.0%Unchanged
AdvisorNet Financial, Inc173$20.0K0.00%−303−63.7%Reduced