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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 14,887 | $1.72M | 0.03% | +1,146+8.3% | Added |
| Affinity Investment Advisors, LLC | 14,915 | $1.72M | 1.00% | +1,576+11.8% | Added |
| Prudential PLC | 15,166 | $1.75M | 0.02% | −2,261−13.0% | Reduced |
| Advisor Partners II, LLC | 15,183 | $1.75M | 0.08% | +1,895+14.3% | Added |
| Paloma Partners Management Co | 15,301 | $1.77M | 0.41% | +15,301 | New |
| Alpine Woods Capital Investors, LLC | 15,316 | $1.77M | 0.28% | +723+5.0% | Added |
| Westwood Holdings Group Inc. | 15,469 | $1.79M | 0.02% | −100,624−86.7% | Reduced |
| Peak Asset Management, LLC | 15,532 | $1.79M | 0.41% | −840−5.1% | Reduced |
| E. Ohman J:or Asset Management AB | 15,600 | $1.80M | 0.06% | 00.0% | Unchanged |
| Madison Wealth Management | 15,720 | $1.82M | 0.37% | +45+0.3% | Added |
| Acadian Asset Management LLC | 15,760 | $1.82M | 0.01% | +4,345+38.1% | Added |
| New Mexico Educational Retirement Board | 15,895 | $1.84M | 0.08% | +800+5.3% | Added |
| Edmond de Rothschild Holding S.A. | 16,100 | $1.86M | 0.04% | +15,474+2,471.9% | Added |
| MidWestOne Financial Group, Inc. | 16,324 | $1.89M | 0.41% | +3,543+27.7% | Added |
| Clough Capital Partners L P | 16,400 | $1.89M | 0.19% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 16,461 | $1.90M | 0.20% | +16,461 | New |
| Redmond Asset Management, LLC | 16,602 | $1.92M | 0.62% | +238+1.5% | Added |
| Tower Research Capital LLC (TRC) | 16,707 | $1.93M | 0.06% | +4,187+33.4% | Added |
| New Potomac Partners, LLC | 16,806 | $1.94M | 1.28% | +1,466+9.6% | Added |
| Lincluden Management Ltd | 16,912 | $1.95M | 0.22% | −12,814−43.1% | Reduced |
| Advisors Asset Management, Inc. | 16,981 | $1.96M | 0.04% | +543+3.3% | Added |
| Great Lakes Advisors, LLC | 17,297 | $2.00M | 0.02% | +517+3.1% | Added |
| Redwood Investment Management, LLC | 17,497 | $2.02M | 0.21% | +37+0.2% | Added |
| Arbor Capital Management Inc | 17,330 | $2.03M | 1.57% | +189+1.1% | Added |
| Spirit of America Management Corp | 17,600 | $2.03M | 0.46% | −3,700−17.4% | Reduced |
| First Citizens Bank & Trust Co | 17,714 | $2.05M | 0.04% | −472−2.6% | Reduced |
| Ami Investment Management Inc | 17,764 | $2.05M | 0.91% | +209+1.2% | Added |
| Cresset Asset Management, LLC | 17,823 | $2.06M | 0.01% | +12,579+239.9% | Added |
| Wellington Shields Capital Management, LLC | 18,025 | $2.08M | 0.25% | 00.0% | Unchanged |
| Tower Bridge Advisors | 18,100 | $2.09M | 0.19% | −13,690−43.1% | Reduced |
| DuPont Capital Management Corp | 18,435 | $2.13M | 0.10% | −4,110−18.2% | Reduced |
| Financial Management Network Inc | 18,361 | $2.15M | 0.75% | −663−3.5% | Reduced |
| TTP Investments, Inc. | 18,698 | $2.16M | 1.46% | +689+3.8% | Added |
| Commerce Bank | 18,752 | $2.17M | 0.02% | +1,858+11.0% | Added |
| Phocas Financial Corp. | 18,762 | $2.17M | 0.30% | +2,562+15.8% | Added |
| Naviter Wealth, LLC | 18,912 | $2.18M | 0.56% | +2,249+13.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 19,209 | $2.22M | 0.03% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 19,213 | $2.22M | 0.21% | −139−0.7% | Reduced |
| Adell Harriman & Carpenter Inc | 19,030 | $2.23M | 0.23% | −1,449−7.1% | Reduced |
| AE Wealth Management LLC | 19,588 | $2.26M | 0.01% | +4,621+30.9% | Added |
| Omers Administration Corp | 19,600 | $2.26M | 0.04% | 00.0% | Unchanged |
| Foster & Motley Inc | 19,620 | $2.27M | 0.18% | −3,136−13.8% | Reduced |
| Lake Street Advisors Group, LLC | 19,761 | $2.28M | 0.13% | −586−2.9% | Reduced |
| Gotham Asset Management, LLC | 19,888 | $2.30M | 0.05% | +5,297+36.3% | Added |
| Intact Investment Management Inc. | 20,000 | $2.31M | 0.09% | 00.0% | Unchanged |
| GAM Holding AG | 20,006 | $2.31M | 0.16% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 20,112 | $2.32M | 0.01% | +146+0.7% | Added |
| Louisiana State Employees Retirement System | 20,200 | $2.33M | 0.05% | −1,100−5.2% | Reduced |
| Glenmede Trust Co NA | 21,298 | $2.38M | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20,957 | $2.42M | 0.04% | +363+1.8% | Added |
| Integrated Advisors Network LLC | 21,013 | $2.43M | 0.14% | +211+1.0% | Added |
| Lodestone Wealth Management LLC | 21,038 | $2.43M | 1.68% | +3,676+21.2% | Added |
| Perpetual Ltd | 21,270 | $2.46M | 0.02% | −180−0.8% | Reduced |
| Yarbrough Capital, LLC | 21,500 | $2.48M | 0.14% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 21,520 | $2.49M | 0.58% | +17,250+404.0% | Added |
| Chilton Capital Management LLC | 21,800 | $2.52M | 0.14% | +6,449+42.0% | Added |
| Capital Fund Management S.A. | 21,829 | $2.52M | 0.04% | −50,996−70.0% | Reduced |
| Private Advisor Group, LLC | 21,519 | $2.54M | 0.02% | +1,277+6.3% | Added |
| Pensionfund Sabic | 22,806 | $2.63M | 0.88% | 00.0% | Unchanged |
| Hartford Investment Management Co | 22,930 | $2.65M | 0.10% | −4,570−16.6% | Reduced |
| Truvestments Capital LLC | 23,074 | $2.66M | 1.33% | +816+3.7% | Added |
| Fred Alger Management, LLC | 23,357 | $2.70M | 0.01% | 00.0% | Unchanged |
| SAM Advisors, LLC | 23,523 | $2.72M | 1.13% | +1,832+8.4% | Added |
| AMG National Trust Bank | 23,531 | $2.72M | 0.09% | +2,160+10.1% | Added |
| Fiduciary Group LLC | 24,175 | $2.79M | 0.34% | +458+1.9% | Added |
| Metropolitan Life Insurance Co | 24,238 | $2.80M | 0.14% | −466−1.9% | Reduced |
| Fortem Financial Group, LLC | 24,383 | $2.82M | 1.67% | +1,548+6.8% | Added |
| Grassi Investment Management | 24,405 | $2.82M | 0.31% | −1,944−7.4% | Reduced |
| Intech Investment Management LLC | 24,737 | $2.86M | 0.03% | −47,035−65.5% | Reduced |
| Maryland State Retirement & Pension System | 24,778 | $2.86M | 0.06% | −874−3.4% | Reduced |
| Great Valley Advisor Group, Inc. | 25,159 | $2.91M | 0.12% | +757+3.1% | Added |
| D.A. Davidson & Co. | 25,493 | $2.94M | 0.03% | +2,924+13.0% | Added |
| Ontario Teachers Pension Plan Board | 26,032 | $3.01M | 0.03% | +8,265+46.5% | Added |
| Fifth Third Bancorp | 26,242 | $3.03M | 0.01% | +241+0.9% | Added |
| Cetera Advisor Networks LLC | 26,245 | $3.03M | 0.02% | −51−0.2% | Reduced |
| Kentucky Retirement Systems | 26,291 | $3.04M | 0.10% | +440+1.7% | Added |
| Oppenheimer Asset Management Inc. | 26,341 | $3.04M | 0.04% | +428+1.7% | Added |
| Bank of Nova Scotia | 26,378 | $3.05M | 0.01% | +2,757+11.7% | Added |
| Elevatus Welath Management | 26,530 | $3.06M | 2.13% | +26,530 | New |
| Securian Asset Management, Inc | 26,545 | $3.07M | 0.08% | −416−1.5% | Reduced |
| Elo Mutual Pension Insurance Co | 26,888 | $3.10M | 0.09% | +782+3.0% | Added |
| Black Swift Group, LLC | 26,900 | $3.11M | 1.06% | +1,805+7.2% | Added |
| Atria Wealth Solutions, Inc. | 27,267 | $3.15M | 0.04% | +268+1.0% | Added |
| Investment Management Corp of Ontario | 27,799 | $3.21M | 0.14% | +27,799 | New |
| Cetera Investment Advisers | 28,315 | $3.27M | 0.03% | −1,542−5.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 28,669 | $3.31M | 0.11% | +171+0.6% | Added |
| Concentric Wealth Management, LLC | 28,870 | $3.33M | 1.06% | +1,292+4.7% | Added |
| Condor Capital Management | 29,158 | $3.37M | 0.40% | +206+0.7% | Added |
| Meeder Asset Management Inc | 29,236 | $3.38M | 0.25% | +7,781+36.3% | Added |
| British Columbia Investment Management Corp | 29,456 | $3.40M | 0.03% | +281+1.0% | Added |
| Teachers Retirement System of the State of Kentucky | 29,461 | $3.40M | 0.03% | −1,157−3.8% | Reduced |
| Penn Mutual Asset Management, LLC | 30,240 | $3.49M | 3.15% | 00.0% | Unchanged |
| JustInvest LLC | 31,300 | $3.61M | 0.11% | +1,718+5.8% | Added |
| Lockheed Martin Investment Management Co | 31,379 | $3.62M | 0.21% | +3,300+11.8% | Added |
| Metis Global Partners, LLC | 31,382 | $3.62M | 0.20% | +18,059+135.5% | Added |
| Summit Global Investments | 32,105 | $3.71M | 0.25% | +2,231+7.5% | Added |
| Peapack Gladstone Financial Corp | 32,499 | $3.75M | 0.07% | +545+1.7% | Added |
| Waters Parkerson & Co., LLC | 32,499 | $3.75M | 0.21% | +2,135+7.0% | Added |
| Gulf International Bank (UK) Ltd | 32,990 | $3.81M | 0.09% | −10,047−23.3% | Reduced |
| McGinn Investment Management, Inc. | 33,070 | $3.82M | 2.76% | −60.0% | Reduced |