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 |
|---|---|---|---|---|---|
| Geller Advisors LLC | 3,873 | $447.3K | 0.06% | +3,873 | New |
| MAI Capital Management | 3,889 | $449.2K | 0.01% | −971−20.0% | Reduced |
| Beacon Investment Advisors LLC | 3,936 | $454.6K | 0.31% | −158−3.9% | Reduced |
| Cigna Investments Inc | 3,944 | $455.0K | 0.08% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 3,942 | $455.2K | 0.21% | +35+0.9% | Added |
| Ameritas Investment Partners, Inc. | 3,946 | $455.7K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,961 | $457.4K | 0.22% | 00.0% | Unchanged |
| Colony Group LLC | 3,965 | $458.0K | 0.01% | +22+0.6% | Added |
| Eqis Capital Management, Inc. | 3,996 | $461.4K | 0.05% | −89−2.2% | Reduced |
| Titleist Asset Management, LLC | 4,051 | $467.8K | 0.09% | −4,894−54.7% | Reduced |
| Element Wealth, LLC | 4,069 | $470.0K | 0.33% | −148−3.5% | Reduced |
| Resource Consulting Group Inc | 4,078 | $470.9K | 0.09% | +4,078 | New |
| CWM Advisors, LLC | 4,086 | $471.9K | 0.06% | −263−6.0% | Reduced |
| Morningstar Investment Management LLC | 4,099 | $473.0K | 0.06% | +1,157+39.3% | Added |
| Brown, Lisle/Cummings, Inc. | 4,165 | $481.0K | 0.22% | +600+16.8% | Added |
| Wedmont Private Capital | 3,973 | $481.9K | 0.05% | +954+31.6% | Added |
| Rossmore Private Capital | 4,200 | $485.0K | 0.07% | +4,200 | New |
| Fund Management at Engine No. 1 LLC | 4,254 | $491.3K | 0.09% | +290+7.3% | Added |
| CWA Asset Management Group, LLC | 4,328 | $499.8K | 0.03% | +369+9.3% | Added |
| Horizon Investments, LLC | 4,346 | $501.9K | 0.01% | −348−7.4% | Reduced |
| CenterStar Asset Management, LLC | 4,351 | $502.7K | 0.46% | +1,262+40.9% | Added |
| Sigma Planning Corp | 4,439 | $512.6K | 0.02% | −1,293−22.6% | Reduced |
| Flagship Harbor Advisors, LLC | 4,453 | $514.2K | 0.04% | −10,182−69.6% | Reduced |
| Signaturefd, LLC | 4,454 | $514.3K | 0.01% | +115+2.7% | Added |
| Diversified Trust Co | 4,457 | $514.7K | 0.02% | +2,266+103.4% | Added |
| Belpointe Asset Management LLC | 4,480 | $517.4K | 0.05% | −3,443−43.5% | Reduced |
| Jefferies Financial Group Inc. | 4,486 | $518.0K | 0.01% | +4,486 | New |
| Evergreen Capital Management LLC | 4,498 | $519.4K | 0.02% | +4,498 | New |
| Marshall Wace, LLP | 4,505 | $520.2K | 0.00% | −1,541−25.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,530 | $523.0K | 0.00% | +1,249+38.1% | Added |
| Panagora Asset Management Inc | 4,540 | $524.3K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,618 | $533.0K | 0.02% | +196+4.4% | Added |
| Griffin Asset Management, Inc. | 4,625 | $534.1K | 0.07% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 4,654 | $537.5K | 0.04% | −751−13.9% | Reduced |
| Stephens Inc | 4,679 | $540.3K | 0.01% | +321+7.4% | Added |
| Oak Grove Capital LLC | 4,700 | $542.8K | 0.20% | +600+14.6% | Added |
| Triumph Capital Management | 4,741 | $547.5K | 0.25% | +4,741 | New |
| Capstone Investment Advisors, LLC | 4,779 | $551.9K | 0.02% | −1,514−24.1% | Reduced |
| CWM, LLC | 4,804 | $555.0K | 0.00% | +794+19.8% | Added |
| Highline Wealth Partners LLC | 4,842 | $559.2K | 0.35% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,869 | $562.3K | 0.01% | −1,091−18.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,875 | $563.0K | 0.09% | +200+4.3% | Added |
| Castle Rock Wealth Management, LLC | 4,788 | $566.0K | 0.19% | −914−16.0% | Reduced |
| Profund Advisors LLC | 4,941 | $570.6K | 0.03% | −92−1.8% | Reduced |
| Alta Wealth Advisors LLC | 4,983 | $575.4K | 0.34% | +333+7.2% | Added |
| Impact Partnership Wealth, LLC | 4,994 | $576.8K | 0.20% | +4,994 | New |
| American Assets Inc | 5,000 | $577.4K | 0.26% | 00.0% | Unchanged |
| EJF Capital LLC | 5,000 | $577.4K | 0.27% | 00.0% | Unchanged |
| Accuvest Global Advisors | 5,007 | $578.0K | 0.30% | +1,049+26.5% | Added |
| VELA Investment Management, LLC | 5,056 | $583.9K | 0.27% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 5,057 | $584.0K | 0.02% | −567,222−99.1% | Reduced |
| Keybank National Association | 5,141 | $593.7K | 0.00% | −110−2.1% | Reduced |
| Coldstream Capital Management Inc | 5,178 | $598.0K | 0.02% | −299−5.5% | Reduced |
| Veriti Management LLC | 5,194 | $599.8K | 0.07% | +322+6.6% | Added |
| Sound View Wealth Advisors Group, LLC | 5,245 | $605.6K | 0.08% | +273+5.5% | Added |
| Monetary Management Group Inc | 5,250 | $606.3K | 0.19% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $609.6K | 0.01% | −180−3.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 5,280 | $610.0K | 0.00% | +2,211+72.0% | Added |
| Moody National Bank Trust Division | 5,329 | $615.4K | 0.04% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 5,384 | $621.7K | 0.01% | +835+18.4% | Added |
| IFP Advisors, Inc | 3,273 | $628.9K | 0.03% | +81+2.5% | Added |
| Future Financial Wealth Managment LLC | 5,456 | $630.1K | 0.66% | +7+0.1% | Added |
| Gilman Hill Asset Management, LLC | 5,496 | $634.7K | 0.12% | +225+4.3% | Added |
| Carmel Capital Partners, LLC | 5,522 | $637.7K | 0.33% | +138+2.6% | Added |
| First Hawaiian Bank | 5,541 | $639.9K | 0.02% | +152+2.8% | Added |
| Sumitomo Life Insurance Co | 5,640 | $651.3K | 0.03% | −548−8.9% | Reduced |
| Wedbush Securities Inc | 5,643 | $652.0K | 0.03% | +58+1.0% | Added |
| Stevens Capital Management LP | 5,656 | $653.0K | 0.13% | −3,532−38.4% | Reduced |
| Verdence Capital Advisors LLC | 5,658 | $653.4K | 0.08% | +61+1.1% | Added |
| Tiedemann Advisors, LLC | 5,701 | $658.3K | 0.03% | +20+0.4% | Added |
| Checchi Capital Advisers, LLC | 5,757 | $664.8K | 0.06% | +516+9.8% | Added |
| Ninety One SA (PTY) Ltd | 5,808 | $668.2K | 0.17% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 5,796 | $669.3K | 0.00% | −74−1.3% | Reduced |
| Ascent Group, LLC | 5,655 | $672.9K | 0.07% | +464+8.9% | Added |
| Marino, Stram & Associates LLC | 5,919 | $683.5K | 0.19% | −195−3.2% | Reduced |
| Scotia Capital Inc. | 5,932 | $685.0K | 0.00% | +936+18.7% | Added |
| MSH Capital Advisors LLC | 5,981 | $690.7K | 0.25% | +384+6.9% | Added |
| Hudson Valley Investment Advisors Inc | 6,012 | $694.3K | 0.09% | −3,672−37.9% | Reduced |
| Brown Advisory Inc | 6,043 | $697.9K | 0.00% | +727+13.7% | Added |
| Congress Asset Management Co | 6,080 | $702.1K | 0.01% | −68,533−91.9% | Reduced |
| Sawtooth Solutions, LLC | 6,094 | $703.8K | 0.02% | −526−7.9% | Reduced |
| TownSquare Capital, LLC | 6,109 | $705.4K | 0.01% | +1,140+22.9% | Added |
| Ossiam | 6,130 | $707.9K | 0.01% | +296+5.1% | Added |
| Parallel Advisors, LLC | 6,135 | $708.5K | 0.02% | +947+18.3% | Added |
| Bleakley Financial Group, LLC | 6,281 | $725.3K | 0.02% | −337−5.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,301 | $727.6K | 0.05% | +302+5.0% | Added |
| TBH Global Asset Management, LLC | 6,327 | $730.6K | 0.14% | +4+0.1% | Added |
| BBJS Financial Advisors, LLC | 6,400 | $739.0K | 0.30% | +665+11.6% | Added |
| Solidarilty Wealth, LLC | 6,406 | $739.8K | 0.30% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 6,419 | $741.0K | 0.02% | −504−7.3% | Reduced |
| Arete Wealth Advisors, LLC | 6,431 | $743.0K | 0.07% | +1,203+23.0% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,444 | $744.7K | 0.06% | +9+0.1% | Added |
| Ausdal Financial Partners, Inc. | 6,573 | $759.1K | 0.10% | −115−1.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,622 | $764.7K | 0.44% | +241+3.8% | Added |
| Strategic Advisors LLC | 6,800 | $785.3K | 0.15% | +300+4.6% | Added |
| Gifford Fong Associates | 7,000 | $808.0K | 0.19% | 00.0% | Unchanged |
| Ostrum Asset Management | 7,101 | $820.0K | 0.07% | +6+0.1% | Added |
| Palogic Value Management, L.P. | 7,184 | $829.6K | 0.39% | +221+3.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 7,199 | $831.3K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 7,220 | $833.8K | 0.75% | 00.0% | Unchanged |