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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 1,521 | $175.6K | 0.01% | −137−8.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,549 | $178.9K | 0.03% | +2+0.1% | Added |
| Dividend Assets Capital, LLC | 1,600 | $185.0K | 0.04% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,635 | $188.8K | 0.05% | −7,810−82.7% | Reduced |
| Ridgewood Investments LLC | 1,739 | $200.8K | 0.11% | +200+13.0% | Added |
| North Star Investment Management Corp. | 1,740 | $200.9K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Designers | 1,743 | $201.3K | 0.03% | −782−31.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,794 | $207.2K | 0.01% | −276−13.3% | Reduced |
| Clearwater Capital Advisors, LLC | 1,800 | $207.9K | 0.02% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 1,810 | $209.0K | 0.06% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 1,820 | $210.0K | 0.03% | −25−1.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,821 | $210.3K | 0.00% | −1,199−39.7% | Reduced |
| Herbst Group, LLC | 1,840 | $212.5K | 0.15% | −200−9.8% | Reduced |
| Mission Wealth Management, LP | 1,843 | $212.8K | 0.01% | −61−3.2% | Reduced |
| Vicus Capital | 1,845 | $213.1K | 0.02% | −43−2.3% | Reduced |
| Heritage Trust Co | 1,849 | $213.5K | 0.03% | +1,849 | New |
| Legacy Financial Advisors, Inc. | 1,852 | $213.8K | 0.04% | +1,852 | New |
| Rooted Wealth Advisors, Inc. | 1,816 | $215.0K | 0.14% | +1,816 | New |
| BDO Wealth Advisors, LLC | 1,863 | $215.2K | 0.02% | +220+13.4% | Added |
| American National Bank | 1,868 | $215.7K | 0.04% | +1,500+407.6% | Added |
| NBT Bank N A | 1,873 | $216.3K | 0.03% | −27−1.4% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 1,879 | $217.0K | 0.11% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 2,100 | $218.2K | 0.19% | −100−4.5% | Reduced |
| J.W. Cole Advisors, Inc. | 1,893 | $218.7K | 0.02% | −1,607−45.9% | Reduced |
| Lakeview Capital Partners, LLC | 1,897 | $219.1K | 0.04% | +1,897 | New |
| Apollon Wealth Management, LLC | 1,915 | $221.1K | 0.01% | −272−12.4% | Reduced |
| NorthRock Partners, LLC | 1,932 | $223.1K | 0.02% | +64+3.4% | Added |
| My Legacy Advisors, LLC | 1,850 | $225.4K | 0.09% | +20+1.1% | Added |
| Regent Peak Wealth Advisors LLC | 1,964 | $226.8K | 0.07% | −5−0.3% | Reduced |
| Resonant Capital Advisors, LLC | 1,980 | $228.7K | 0.02% | +1,980 | New |
| Empower Advisory Group, LLC | 1,982 | $228.9K | 0.00% | −66−3.2% | Reduced |
| American State Bank (Iowa) | 1,982 | $228.9K | 0.16% | 00.0% | Unchanged |
| Edmp, Inc. | 2,012 | $232.3K | 0.22% | −73−3.5% | Reduced |
| Fiduciary Trust Co | 2,026 | $234.0K | 0.00% | −5,519−73.1% | Reduced |
| Wealthsource Partners, LLC | 2,032 | $234.7K | 0.02% | −176−8.0% | Reduced |
| Woodward Diversified Capital, LLC | 2,047 | $236.4K | 0.18% | 00.0% | Unchanged |
| Rockland Trust Co | 2,050 | $236.7K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2,053 | $237.1K | 0.01% | +2,053 | New |
| Manchester Financial Inc | 2,066 | $238.6K | 0.07% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 2,082 | $240.5K | 0.02% | +101+5.1% | Added |
| Shelton Capital Management | 2,085 | $240.8K | 0.01% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 2,085 | $240.8K | 0.30% | +2,085 | New |
| Stiles Financial Services Inc | 2,097 | $242.2K | 0.12% | −119−5.4% | Reduced |
| Hoxton Planning & Management, LLC | 2,119 | $244.7K | 0.15% | −113−5.1% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 2,125 | $245.4K | 0.17% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,141 | $247.0K | 0.09% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 2,145 | $247.7K | 0.06% | +160+8.1% | Added |
| Viawealth, LLC | 2,151 | $248.3K | 0.19% | +21+1.0% | Added |
| Whalerock Point Partners, LLC | 2,165 | $250.0K | 0.08% | +46+2.2% | Added |
| KMG Fiduciary Partners, LLC | 2,172 | $250.8K | 0.03% | −1,629−42.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,178 | $251.5K | 0.09% | 00.0% | Unchanged |
| Balentine LLC | 2,185 | $252.3K | 0.01% | +281+14.8% | Added |
| Pinnacle Associates Ltd | 2,207 | $254.9K | 0.00% | −32−1.4% | Reduced |
| Novare Capital Management LLC | 2,210 | $255.2K | 0.03% | 00.0% | Unchanged |
| GTS Securities LLC | 2,224 | $256.8K | 0.01% | +2,224 | New |
| Redhawk Wealth Advisors, Inc. | 2,228 | $257.3K | 0.08% | +2,228 | New |
| LJI Wealth Management, LLC | 2,231 | $257.6K | 0.08% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 2,250 | $259.8K | 0.14% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 2,251 | $259.9K | 0.12% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,251 | $260.0K | 0.01% | +2,251 | New |
| Strategic Financial Concepts, LLC | 2,252 | $260.1K | 0.10% | −83−3.6% | Reduced |
| Stratos Wealth Partners, LTD. | 2,258 | $260.8K | 0.01% | −557−19.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,273 | $262.5K | 0.00% | −3,830−62.8% | Reduced |
| Arkadios Wealth Advisors | 2,276 | $262.8K | 0.03% | −141−5.8% | Reduced |
| Manchester Capital Management LLC | 2,279 | $263.2K | 0.04% | 00.0% | Unchanged |
| Simmons Bank | 2,282 | $263.5K | 0.02% | −5,361−70.1% | Reduced |
| Harvest Portfolios Group Inc. | 2,289 | $264.3K | 0.01% | +197+9.4% | Added |
| Empowered Funds, LLC | 2,294 | $264.9K | 0.01% | +2,294 | New |
| EA Series Trust | 2,294 | $264.9K | 0.01% | +2,294 | New |
| Sompo Asset Management Co., Ltd. | 2,300 | $265.6K | 0.05% | 00.0% | Unchanged |
| Lincoln National Corp | 2,329 | $269.0K | 0.01% | −107−4.4% | Reduced |
| Stock Yards Bank & Trust Co | 2,335 | $269.6K | 0.01% | −130−5.3% | Reduced |
| Waddell & Associates, LLC | 2,337 | $269.9K | 0.04% | −415−15.1% | Reduced |
| Worth Venture Partners, LLC | 2,350 | $271.4K | 0.15% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 2,350 | $271.4K | 0.04% | +40+1.7% | Added |
| PFG Investments, LLC | 2,365 | $273.1K | 0.05% | +113+5.0% | Added |
| Cipher Capital LP | 2,375 | $274.3K | 0.05% | +2,375 | New |
| Proequities, Inc. | 2,379 | $274.7K | 0.02% | +51+2.2% | Added |
| Graypoint LLC | 2,398 | $277.0K | 0.03% | +424+21.5% | Added |
| Silverleafe Capital Partners, LLC | 2,400 | $277.2K | 0.17% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 2,400 | $277.2K | 0.03% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 2,400 | $277.2K | 0.25% | +2,400 | New |
| Renaissance Group LLC | 2,413 | $278.7K | 0.01% | +227+10.4% | Added |
| Lafayette Investments, Inc. | 2,425 | $280.0K | 0.07% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,431 | $280.8K | 0.02% | +15+0.6% | Added |
| Regions Financial Corp | 2,437 | $281.4K | 0.00% | −965−28.4% | Reduced |
| Rehmann Capital Advisory Group | 2,438 | $281.6K | 0.03% | +10.0% | Added |
| RMR Wealth Builders | 2,483 | $286.7K | 0.05% | +7+0.3% | Added |
| Samalin Investment Counsel, LLC | 2,490 | $287.6K | 0.16% | +234+10.4% | Added |
| Financial Sense Advisors, Inc. | 2,500 | $288.7K | 0.13% | 00.0% | Unchanged |
| Welch Group, LLC | 2,502 | $289.0K | 0.02% | 00.0% | Unchanged |
| Intrust Bank NA | 2,503 | $289.0K | 0.04% | −30−1.2% | Reduced |
| Kaizen Financial Strategies | 2,377 | $291.1K | 0.25% | +73+3.2% | Added |
| Moody Lynn & Lieberson, LLC | 2,525 | $291.6K | 0.02% | 00.0% | Unchanged |
| Renasant Bank | 2,528 | $291.9K | 0.24% | −3,454−57.7% | Reduced |
| Tiaa, FSB | 2,531 | $292.3K | 0.00% | −208−7.6% | Reduced |
| Proficio Capital Partners LLC | 2,532 | $292.4K | 0.04% | −26−1.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,546 | $294.0K | 0.02% | +579+29.4% | Added |
| Comerica Securities,inc. | 2,570 | $296.8K | 0.02% | +8+0.3% | Added |
| Deseret Mutual Benefit Administrators | 2,576 | $297.5K | 0.12% | −30−1.2% | Reduced |