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, 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 |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 2,580 | $297.9K | 0.00% | +2,580 | New |
| Trust Co | 2,603 | $300.6K | 0.04% | +1,048+67.4% | Added |
| KB Financial Partners, LLC | 2,602 | $301.0K | 0.08% | −149−5.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,604 | $301.0K | 0.04% | +6+0.2% | Added |
| Umb Bank N A | 2,640 | $304.9K | 0.00% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 2,657 | $307.0K | 0.22% | +4+0.2% | Added |
| Conning Inc. | 2,688 | $310.4K | 0.01% | −330−10.9% | Reduced |
| Monument Capital Management | 2,709 | $312.9K | 0.10% | +2,709 | New |
| Autumn Glory Partners, LLC | 2,710 | $313.0K | 0.23% | +2,710 | New |
| Baker Tilly Wealth Management, LLC | 2,716 | $313.6K | 0.03% | −157−5.5% | Reduced |
| Cornerstone Advisory, LLC | 2,716 | $313.6K | 0.06% | −2−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 2,735 | $314.3K | 0.03% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 2,750 | $317.6K | 0.02% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 2,775 | $320.5K | 0.04% | −501−15.3% | Reduced |
| Intrua Financial, LLC | 2,812 | $324.7K | 0.06% | +26+0.9% | Added |
| Washington Trust Bank | 2,821 | $325.8K | 0.03% | +233+9.0% | Added |
| Market Street Wealth Management Advisors LLC | 2,823 | $326.0K | 0.08% | −24−0.8% | Reduced |
| Octavia Wealth Advisors, LLC | 2,835 | $327.4K | 0.07% | +28+1.0% | Added |
| SkyView Investment Advisors, LLC | 2,844 | $328.0K | 0.08% | −83−2.8% | Reduced |
| Schnieders Capital Management LLC | 2,848 | $328.9K | 0.07% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 2,860 | $330.3K | 0.26% | −1,949−40.5% | Reduced |
| Coco Enterprises, LLC | 2,863 | $330.6K | 0.25% | −77−2.6% | Reduced |
| Inspire Advisors, LLC | 2,911 | $336.2K | 0.06% | +528+22.2% | Added |
| Schechter Investment Advisors, LLC | 2,922 | $337.4K | 0.03% | +958+48.8% | Added |
| Desjardins Global Asset Management Inc. | 2,926 | $337.9K | 0.04% | +703+31.6% | Added |
| Camelot Portfolios, LLC | 2,958 | $341.5K | 0.21% | −97−3.2% | Reduced |
| First National Bank Sioux Falls | 2,965 | $342.4K | 0.22% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,974 | $343.4K | 0.02% | +364+13.9% | Added |
| Maven Securities LTD | 2,974 | $343.4K | 0.05% | −10,755−78.3% | Reduced |
| Moors & Cabot, Inc. | 2,981 | $344.2K | 0.02% | −29−1.0% | Reduced |
| First Dallas Securities Inc. | 3,000 | $346.0K | 0.19% | −750−20.0% | Reduced |
| Westover Capital Advisors, LLC | 3,000 | $346.4K | 0.12% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 3,000 | $346.4K | 0.29% | +500+20.0% | Added |
| Shell Asset Management Co | 3,003 | $347.0K | 0.01% | −44−1.4% | Reduced |
| CAPROCK Group, Inc. | 3,008 | $347.4K | 0.03% | −689−18.6% | Reduced |
| Quadrant Capital Group LLC | 3,025 | $349.3K | 0.03% | −506−14.3% | Reduced |
| Lederer & Associates Investment Counsel | 3,035 | $350.0K | 0.26% | −97−3.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,032 | $350.2K | 0.03% | −150−4.7% | Reduced |
| Alps Advisors Inc | 3,042 | $351.3K | 0.00% | −374−10.9% | Reduced |
| Sequoia Financial Advisors, LLC | 3,070 | $354.6K | 0.01% | +459+17.6% | Added |
| Johnson Investment Counsel Inc | 3,083 | $356.0K | 0.00% | −216−6.5% | Reduced |
| Park Place Capital Corp | 3,093 | $357.2K | 0.10% | −3,725−54.6% | Reduced |
| Cohen Klingenstein LLC | 3,100 | $358.0K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 3,102 | $358.2K | 0.16% | +3,102 | New |
| Wellington Shields & Co., LLC | 3,200 | $369.5K | 0.09% | −2,500−43.9% | Reduced |
| Schulhoff & Co Inc | 3,203 | $369.9K | 0.17% | +3+0.1% | Added |
| Ballentine Partners, LLC | 3,220 | $371.8K | 0.01% | +83+2.6% | Added |
| Mogy Joel R Investment Counsel Inc | 3,250 | $375.3K | 0.03% | −190−5.5% | Reduced |
| Qtron Investments LLC | 3,251 | $375.4K | 0.07% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,254 | $375.7K | 0.01% | −232−6.7% | Reduced |
| Lazari Capital Management, Inc. | 3,268 | $377.4K | 0.21% | +3,268 | New |
| Asset Management Resources, LLC | 3,277 | $378.4K | 0.23% | +30+0.9% | Added |
| Sunbelt Securities, Inc. | 3,278 | $378.5K | 0.05% | −87−2.6% | Reduced |
| Prudent Man Advisors, LLC | 3,297 | $381.0K | 0.14% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $381.1K | 0.14% | 00.0% | Unchanged |
| ORG Partners LLC | 3,262 | $381.4K | 0.06% | +3,262 | New |
| Trust Co of Vermont | 3,309 | $382.1K | 0.02% | −867−20.8% | Reduced |
| Kestra Advisory Services, LLC | 3,312 | $382.5K | 0.00% | +3,312 | New |
| Tobias Financial Advisors, Inc. | 3,329 | $384.5K | 0.10% | +40+1.2% | Added |
| Element Pointe Advisors, LLC | 3,333 | $384.9K | 0.12% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,367 | $388.9K | 0.05% | −383−10.2% | Reduced |
| M Holdings Securities, Inc. | 3,365 | $389.0K | 0.08% | −4,618−57.8% | Reduced |
| Rothschild Investment Corp | 3,373 | $389.0K | 0.03% | −2,588−43.4% | Reduced |
| Paradigm Financial Partners, LLC | 3,379 | $390.2K | 0.11% | −3−0.1% | Reduced |
| Capital Investment Advisors, LLC | 3,389 | $391.3K | 0.01% | −244−6.7% | Reduced |
| Compagnie Lombard Odier SCmA | 3,394 | $391.9K | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,396 | $392.2K | 0.03% | 00.0% | Unchanged |
| American Investment Services, Inc. | 3,405 | $393.2K | 0.08% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 3,411 | $393.9K | 0.53% | −446−11.6% | Reduced |
| Savant Capital, LLC | 3,412 | $394.1K | 0.01% | +991+40.9% | Added |
| Washington Trust Co | 3,455 | $399.0K | 0.02% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,457 | $399.2K | 0.03% | +29+0.8% | Added |
| Insigneo Advisory Services, LLC | 3,461 | $399.7K | 0.08% | +574+19.9% | Added |
| Prospera Financial Services Inc | 3,475 | $401.3K | 0.02% | −2,672−43.5% | Reduced |
| We Are One Seven, LLC | 3,481 | $402.0K | 0.04% | −68−1.9% | Reduced |
| AdvisorShares Investments LLC | 3,483 | $402.2K | 0.12% | −78−2.2% | Reduced |
| Steel Peak Wealth Management LLC | 3,521 | $406.6K | 0.02% | +3,521 | New |
| Longfellow Investment Management Co LLC | 3,548 | $409.7K | 0.09% | +144+4.2% | Added |
| Wintrust Investments LLC | 3,563 | $411.0K | 0.04% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 3,563 | $411.5K | 0.01% | +125+3.6% | Added |
| Adams Asset Advisors, LLC | 3,629 | $419.1K | 0.06% | +1,215+50.3% | Added |
| Ghe, LLC | 3,652 | $421.7K | 0.28% | 00.0% | Unchanged |
| JDM Financial Group LLC | 3,674 | $424.2K | 0.37% | +28+0.8% | Added |
| Bessemer Securities LLC | 3,679 | $425.0K | 0.28% | −450−10.9% | Reduced |
| Alpha Cubed Investments, LLC | 3,685 | $425.5K | 0.03% | +100+2.8% | Added |
| Mutual Advisors, LLC | 3,700 | $427.3K | 0.02% | −461−11.1% | Reduced |
| RS Crum Inc. | 3,709 | $428.3K | 0.15% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,719 | $429.4K | 0.01% | +3,719 | New |
| IHT Wealth Management, LLC | 3,750 | $433.0K | 0.02% | −32−0.8% | Reduced |
| SageView Advisory Group, LLC | 3,753 | $433.4K | 0.02% | +181+5.1% | Added |
| Gables Capital Management Inc. | 3,765 | $434.8K | 0.28% | +115+3.2% | Added |
| Avantax Advisory Services, Inc. | 3,780 | $436.5K | 0.00% | −131−3.3% | Reduced |
| Beaumont Asset Management, L.L.C. | 3,794 | $438.1K | 0.33% | −70−1.8% | Reduced |
| First National Bank of Omaha | 3,800 | $438.8K | 0.03% | −140−3.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 3,800 | $438.8K | 0.19% | +330+9.5% | Added |
| MRP Capital Investments, LLC | 3,805 | $439.4K | 0.43% | −1,240−24.6% | Reduced |
| HB Wealth Management, LLC | 3,806 | $439.5K | 0.01% | +1,343+54.5% | Added |
| Congress Wealth Management LLC | 3,852 | $444.8K | 0.01% | −2,096−35.2% | Reduced |
| Oak Thistle LLC | 3,852 | $444.8K | 0.23% | +3,852 | New |
| Pitcairn Co | 3,872 | $447.1K | 0.04% | +74+1.9% | Added |