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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Earnest Partners LLC | 178 | $20.6K | 0.00% | 00.0% | Unchanged |
| Rain Capital Management, LLC | 178 | $20.6K | 0.02% | −5−2.7% | Reduced |
| VitalStone Financial, LLC | 197 | $22.0K | 0.01% | −220−52.8% | Reduced |
| New England Capital Financial Advisors LLC | 200 | $23.1K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 212 | $24.5K | 0.00% | −104−32.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 214 | $24.7K | 0.00% | +2+0.9% | Added |
| Farther Finance Advisors, LLC | 218 | $25.2K | 0.01% | +9+4.3% | Added |
| Nemes Rush Group LLC | 225 | $26.0K | 0.00% | +225 | New |
| Valley National Advisers Inc | 225 | $26.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 233 | $26.0K | 0.02% | +73+45.6% | Added |
| HHM Wealth Advisors, LLC | 226 | $26.1K | 0.00% | −49−17.8% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 228 | $26.4K | 0.02% | −95−29.4% | Reduced |
| Arlington Partners LLC | 233 | $26.9K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 238 | $27.0K | 0.02% | +238 | New |
| Key Financial Inc | 247 | $28.5K | 0.01% | +33+15.4% | Added |
| Cambridge Trust Co | 250 | $28.9K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 255 | $29.4K | 0.01% | +255 | New |
| Kozak & Associates, Inc. | 258 | $30.2K | 0.01% | +8+3.2% | Added |
| Creative Financial Designs Inc | 267 | $30.9K | 0.00% | +75+39.1% | Added |
| Capital Advisors, Ltd. LLC | 280 | $32.0K | 0.00% | +232+483.3% | Added |
| Muzinich & Co., Inc. | 285 | $32.9K | 0.03% | 00.0% | Unchanged |
| Financial Freedom, LLC | 286 | $33.0K | 0.02% | +55+23.8% | Added |
| Wolverine Asset Management LLC | 302 | $34.9K | 0.00% | +302 | New |
| West Branch Capital LLC | 305 | $35.2K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 310 | $35.8K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 310 | $35.8K | 0.02% | +10+3.3% | Added |
| Beacon Capital Management, LLC | 314 | $36.3K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 321 | $37.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 325 | $37.5K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 343 | $39.7K | 0.00% | +5+1.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 344 | $39.7K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 345 | $39.8K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 346 | $40.0K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 352 | $40.7K | 0.00% | −488−58.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 356 | $41.1K | 0.02% | +49+16.0% | Added |
| Ronald Blue Trust, Inc. | 383 | $43.0K | 0.00% | −197−34.0% | Reduced |
| Hoey Investments, Inc | 375 | $43.3K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 386 | $44.6K | 0.01% | +2+0.5% | Added |
| Global Retirement Partners, LLC | 390 | $45.1K | 0.00% | −61−13.5% | Reduced |
| HBC Financial Services, PLLC | 380 | $46.0K | 0.03% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 400 | $46.2K | 0.03% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 412 | $48.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 432 | $49.9K | 0.01% | −19−4.2% | Reduced |
| Salem Investment Counselors Inc | 443 | $51.2K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 457 | $52.7K | 0.02% | +457 | New |
| Hexagon Capital Partners LLC | 471 | $54.4K | 0.01% | +1+0.2% | Added |
| Carolinas Wealth Consulting LLC | 487 | $56.3K | 0.01% | −39−7.4% | Reduced |
| PFS Partners, LLC | 500 | $57.7K | 0.05% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 505 | $58.3K | 0.03% | +500+10,000.0% | Added |
| CVA Family Office, LLC | 543 | $62.7K | 0.01% | −69−11.3% | Reduced |
| Delta Asset Management LLC | 579 | $66.9K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 582 | $67.0K | 0.00% | −516−47.0% | Reduced |
| Capital Analysts, LLC | 583 | $67.0K | 0.00% | +6+1.0% | Added |
| Farmers & Merchants Investments Inc | 598 | $69.1K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 600 | $69.3K | 0.01% | −4,524−88.3% | Reduced |
| Systematic Alpha Investments, LLC | 614 | $70.9K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 628 | $72.5K | 0.05% | −498−44.2% | Reduced |
| Laffer Tengler Investments | 629 | $72.6K | 0.02% | +629 | New |
| Parkside Financial Bank & Trust | 666 | $76.9K | 0.02% | +5+0.8% | Added |
| First Financial Corp | 670 | $77.4K | 0.05% | 00.0% | Unchanged |
| Smithfield Trust Co | 705 | $81.0K | 0.00% | −16−2.2% | Reduced |
| Montag A & Associates Inc | 702 | $81.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 739 | $85.3K | 0.01% | −105−12.4% | Reduced |
| Private Trust Co NA | 776 | $89.6K | 0.01% | +505+186.3% | Added |
| Tradition Wealth Management, LLC | 784 | $91.0K | 0.01% | +5+0.6% | Added |
| Concord Wealth Partners | 796 | $91.9K | 0.02% | +24+3.1% | Added |
| Cullen/Frost Bankers, Inc. | 800 | $92.4K | 0.00% | −344−30.1% | Reduced |
| Bokf, NA | 808 | $93.3K | 0.00% | −33−3.9% | Reduced |
| Activest Wealth Management | 1,047 | $93.8K | 0.07% | +662+171.9% | Added |
| Silvant Capital Management LLC | 821 | $94.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 852 | $98.4K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 864 | $100.0K | 0.01% | +864 | New |
| Stelac Advisory Services LLC | 881 | $101.7K | 0.05% | −327−27.1% | Reduced |
| AllSquare Wealth Management LLC | 1,001 | $103.6K | 0.07% | 00.0% | Unchanged |
| Ci Investments Inc. | 898 | $104.0K | 0.00% | +39+4.5% | Added |
| Options Solutions, LLC | 905 | $104.5K | 0.10% | +905 | New |
| Harbour Investments, Inc. | 968 | $111.8K | 0.01% | +255+35.8% | Added |
| Rosenberg Matthew Hamilton | 995 | $114.9K | 0.04% | −50−4.8% | Reduced |
| Vestor Capital, LLC | 1,000 | $115.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,000 | $115.0K | 0.03% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 1,000 | $115.5K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 1,000 | $115.5K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $115.5K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 1,010 | $116.6K | 0.00% | +272+36.9% | Added |
| Tobam | 1,059 | $122.0K | 0.01% | 00.0% | Unchanged |
| Motco | 1,062 | $122.6K | 0.01% | +38+3.7% | Added |
| MV Capital Management, Inc. | 1,113 | $128.5K | 0.02% | +64+6.1% | Added |
| Lindbrook Capital, LLC | 1,122 | $129.6K | 0.01% | −30−2.6% | Reduced |
| Thompson Investment Management, Inc. | 1,129 | $130.4K | 0.02% | −2−0.2% | Reduced |
| Ninepoint Partners LP | 1,134 | $131.0K | 0.02% | −238−17.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,136 | $131.1K | 0.06% | −370−24.6% | Reduced |
| Massmutual Trust Co FSB | 1,208 | $139.5K | 0.01% | +392+48.0% | Added |
| Central Trust Co | 1,245 | $143.8K | 0.00% | −110−8.1% | Reduced |
| Logan Capital Management Inc | 1,272 | $146.9K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,289 | $148.0K | 0.01% | +1,289 | New |
| Clear Street Markets LLC | 1,327 | $153.0K | 0.06% | −415−23.8% | Reduced |
| Harvest Fund Management Co., Ltd | 1,350 | $156.0K | 0.03% | −459−25.4% | Reduced |
| Credential Qtrade Securities Inc. | 1,356 | $156.6K | 0.01% | +779+135.0% | Added |
| First Capital Advisors Group, LLC. | 1,381 | $159.5K | 0.08% | +1,381 | New |
| Howard Capital Management Group, LLC | 1,490 | $172.1K | 0.02% | +1,490 | New |