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 |
|---|---|---|---|---|---|
| TrueWealth Advisors, LLC | 7,260 | $838.4K | 0.34% | 00.0% | Unchanged |
| Nomura Holdings Inc | 7,313 | $844.5K | 0.01% | +3,680+101.3% | Added |
| Centiva Capital, LP | 7,362 | $850.2K | 0.04% | +7,362 | New |
| Assenagon Asset Management S.A. | 7,419 | $856.7K | 0.00% | −293−3.8% | Reduced |
| Illinois Municipal Retirement Fund | 7,454 | $861.0K | 0.02% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 7,456 | $861.0K | 0.10% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 7,500 | $866.1K | 0.01% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 7,526 | $870.0K | 0.04% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 7,584 | $875.7K | 0.09% | −843−10.0% | Reduced |
| Invst, LLC | 7,596 | $877.2K | 0.13% | −391−4.9% | Reduced |
| Wetherby Asset Management Inc | 7,626 | $880.7K | 0.05% | −128−1.7% | Reduced |
| Cetera Advisors LLC | 7,694 | $888.5K | 0.01% | +2,112+37.8% | Added |
| Everence Capital Management Inc | 8,469 | $891.0K | 0.07% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7,944 | $917.4K | 0.04% | −791−9.1% | Reduced |
| Cullinan Associates Inc | 8,030 | $927.3K | 0.05% | −9,400−53.9% | Reduced |
| Bedel Financial Consulting, Inc. | 8,035 | $927.9K | 0.19% | +15+0.2% | Added |
| Verition Fund Management LLC | 8,178 | $944.4K | 0.01% | −3,326−28.9% | Reduced |
| Group One Trading, L.P. | 8,244 | $952.0K | 0.04% | +8,244 | New |
| Federation des caisses Desjardins du Quebec | 8,261 | $954.0K | 0.01% | +701+9.3% | Added |
| Brinker Capital Investments, LLC | 8,421 | $972.5K | 0.01% | +571+7.3% | Added |
| Orion Portfolio Solutions, LLC | 8,421 | $972.5K | 0.01% | +571+7.3% | Added |
| Toroso Investments, LLC | 8,575 | $990.0K | 0.03% | −266−3.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 8,600 | $993.1K | 0.10% | +8,600 | New |
| Banque Cantonale Vaudoise | 8,689 | $1.00M | 0.05% | +4,000+85.3% | Added |
| Penserra Capital Management LLC | 8,729 | $1.01M | 0.02% | +2,642+43.4% | Added |
| Cullen Capital Management LLC | 8,714 | $1.01M | 0.01% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 8,737 | $1.01M | 0.54% | +60+0.7% | Added |
| Integrated Wealth Concepts LLC | 8,849 | $1.02M | 0.02% | −1,203−12.0% | Reduced |
| Donoghue Forlines LLC | 8,901 | $1.03M | 0.32% | −1,285−12.6% | Reduced |
| NewEdge Wealth, LLC | 8,920 | $1.03M | 0.03% | −411−4.4% | Reduced |
| Castle Hook Partners LP | 8,939 | $1.03M | 0.10% | +8,939 | New |
| Convergence Investment Partners, LLC | 8,944 | $1.03M | 0.59% | −1,040−10.4% | Reduced |
| Valeo Financial Advisors, LLC | 8,949 | $1.03M | 0.05% | −85−0.9% | Reduced |
| Mark Asset Management LP | 9,072 | $1.05M | 0.18% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 9,112 | $1.05M | 0.10% | −203−2.2% | Reduced |
| Perigon Wealth Management, LLC | 9,223 | $1.07M | 0.04% | +6,097+195.0% | Added |
| Pacific Global Investment Management CO | 9,323 | $1.08M | 0.22% | −2,591−21.7% | Reduced |
| EverSource Wealth Advisors, LLC | 9,333 | $1.08M | 0.12% | +3,666+64.7% | Added |
| TD Waterhouse Canada Inc. | 9,258 | $1.08M | 0.01% | +3,018+48.4% | Added |
| BCGM Wealth Management, LLC | 9,480 | $1.09M | 0.48% | −77−0.8% | Reduced |
| Miracle Mile Advisors, LLC | 9,514 | $1.10M | 0.03% | −383−3.9% | Reduced |
| Vinva Investment Management Ltd | 9,709 | $1.11M | 0.10% | −1,244−11.4% | Reduced |
| Assetmark, Inc | 9,783 | $1.13M | 0.00% | −131−1.3% | Reduced |
| Quantinno Capital Management LP | 9,807 | $1.13M | 0.06% | −125−1.3% | Reduced |
| Greenleaf Trust | 9,822 | $1.13M | 0.01% | −292−2.9% | Reduced |
| Cerity Partners LLC | 9,848 | $1.14M | 0.00% | +3,551+56.4% | Added |
| International Assets Investment Management, LLC | 9,956 | $1.15M | 0.16% | +102+1.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,963 | $1.15M | 0.03% | +4,570+84.7% | Added |
| Glassy Mountain Advisors, Inc. | 10,069 | $1.16M | 0.52% | +10,069 | New |
| MBL Wealth, LLC | 10,081 | $1.16M | 0.16% | −20−0.2% | Reduced |
| Wexford Capital LP | 10,082 | $1.16M | 0.23% | +6,237+162.2% | Added |
| Jeppson Wealth Management, LLC | 10,095 | $1.17M | 0.51% | −825−7.6% | Reduced |
| Atria Investments LLC | 10,267 | $1.19M | 0.02% | +275+2.8% | Added |
| Thompson Siegel & Walmsley LLC | 10,300 | $1.19M | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 10,310 | $1.19M | 0.04% | +10,310 | New |
| Personal Cfo Solutions, LLC | 10,312 | $1.19M | 0.24% | +330+3.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,314 | $1.19M | 0.03% | +38+0.4% | Added |
| Wright Investors Service Inc | 10,360 | $1.20M | 0.34% | −9,110−46.8% | Reduced |
| Pathstone Family Office, LLC | 10,416 | $1.21M | 0.02% | −694−6.2% | Reduced |
| Granger Management LLC | 10,503 | $1.21M | 0.50% | −158−1.5% | Reduced |
| GWM Advisors LLC | 10,740 | $1.24M | 0.01% | +582+5.7% | Added |
| Canandaigua National Bank & Trust Co | 10,808 | $1.25M | 0.20% | −18−0.2% | Reduced |
| iA Global Asset Management Inc. | 10,887 | $1.26M | 0.03% | +10,887 | New |
| Westpac Banking Corp | 10,942 | $1.26M | 0.09% | −162,780−93.7% | Reduced |
| Ieq Capital, LLC | 10,951 | $1.26M | 0.03% | −208−1.9% | Reduced |
| Lido Advisors, LLC | 10,969 | $1.27M | 0.01% | +905+9.0% | Added |
| AXS Investments LLC | 10,994 | $1.27M | 0.34% | −7,580−40.8% | Reduced |
| New England Research & Management, Inc. | 11,225 | $1.30M | 0.75% | −75−0.7% | Reduced |
| Federated Hermes, Inc. | 11,283 | $1.30M | 0.00% | +859+8.2% | Added |
| Meitav Dash Investments Ltd | 11,558 | $1.31M | 0.01% | −130−1.1% | Reduced |
| Vetamer Capital Management, L.P. | 11,388 | $1.32M | 2.03% | −2,822−19.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,408 | $1.32M | 0.05% | −408−3.5% | Reduced |
| Leonteq Securities AG | 11,552 | $1.33M | 0.14% | +3,450+42.6% | Added |
| Vanderbilt University | 11,562 | $1.34M | 0.34% | +1,393+13.7% | Added |
| Versor Investments LP | 11,682 | $1.35M | 0.23% | +6,480+124.6% | Added |
| Venture Visionary Partners LLC | 11,682 | $1.35M | 0.08% | +11,682 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 11,738 | $1.36M | 0.10% | +104+0.9% | Added |
| APG Asset Management N.V. | 12,825 | $1.36M | 0.00% | −42,500−76.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 11,784 | $1.36M | 0.48% | +79+0.7% | Added |
| National Asset Management, Inc. | 11,806 | $1.36M | 0.03% | −1,425−10.8% | Reduced |
| Veritable, L.P. | 11,971 | $1.38M | 0.02% | −765−6.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 12,037 | $1.39M | 0.25% | −1,526−11.3% | Reduced |
| Howland Capital Management LLC | 12,114 | $1.40M | 0.08% | −338−2.7% | Reduced |
| Investors Research Corp | 12,237 | $1.41M | 0.36% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 12,458 | $1.44M | 1.07% | +130+1.1% | Added |
| KG&L Capital Management,LLC | 12,530 | $1.45M | 0.69% | +100+0.8% | Added |
| Squarepoint Ops LLC | 12,531 | $1.45M | 0.01% | −10,336−45.2% | Reduced |
| AFS Financial Group, LLC | 12,671 | $1.46M | 0.95% | −11−0.1% | Reduced |
| Erste Asset Management GmbH | 13,100 | $1.48M | 0.03% | −100−0.8% | Reduced |
| Carret Asset Management, LLC | 13,053 | $1.51M | 0.20% | −867−6.2% | Reduced |
| Cunning Capital Partners, LP | 0 | $1.53M | 0.97% | −15,565−100.0% | Reduced |
| Brookstone Capital Management | 12,933 | $1.53M | 0.03% | +743+6.1% | Added |
| Icon Wealth Partners, LLC | 13,862 | $1.60M | 0.17% | +17+0.1% | Added |
| PCG Wealth Advisors, LLC | 14,067 | $1.62M | 1.01% | +21+0.1% | Added |
| Advisory Services Network, LLC | 14,235 | $1.64M | 0.04% | +697+5.1% | Added |
| Jaffetilchin Investment Partners, LLC | 14,371 | $1.66M | 0.18% | +306+2.2% | Added |
| Gabelli Funds LLC | 14,500 | $1.67M | 0.01% | +6,500+81.3% | Added |
| Snowden Capital Advisors LLC | 14,720 | $1.70M | 0.06% | −352−2.3% | Reduced |
| Tredje AP-fonden | 14,742 | $1.70M | 0.02% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 14,846 | $1.71M | 1.57% | −94−0.6% | Reduced |