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 |
|---|---|---|---|---|---|
| Fuller & Thaler Asset Management, Inc. | 33,144 | $3.83M | 0.02% | +160+0.5% | Added |
| CI Private Wealth, LLC | 34,106 | $3.94M | 0.01% | −3,568−9.5% | Reduced |
| SG Americas Securities, LLC | 34,508 | $3.98M | 0.03% | +31,920+1,233.4% | Added |
| Captrust Financial Advisors | 34,709 | $4.01M | 0.02% | −960−2.7% | Reduced |
| Wolverine Trading, LLC | 34,946 | $4.01M | 0.05% | −22,708−39.4% | Reduced |
| Rafferty Asset Management, LLC | 34,832 | $4.02M | 0.02% | +486+1.4% | Added |
| Strategic Global Advisors, LLC | 35,299 | $4.08M | 0.63% | +35,299 | New |
| Liberty Mutual Group Asset Management Inc. | 36,348 | $4.20M | 1.07% | +655+1.8% | Added |
| Boothbay Fund Management, LLC | 36,580 | $4.22M | 0.15% | +281+0.8% | Added |
| Cinctive Capital Management LP | 36,734 | $4.24M | 0.17% | +36,734 | New |
| Ethic Inc. | 36,891 | $4.26M | 0.16% | +3,352+10.0% | Added |
| MML Investors Services, LLC | 37,285 | $4.31M | 0.02% | −4,802−11.4% | Reduced |
| CIBC World Markets Corp | 38,320 | $4.43M | 0.04% | −84,496−68.8% | Reduced |
| South Dakota Investment Council | 38,382 | $4.43M | 0.09% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 38,648 | $4.46M | 0.09% | +22,449+138.6% | Added |
| Czech National Bank | 38,708 | $4.47M | 0.10% | +192+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 39,128 | $4.52M | 0.02% | −3,942−9.2% | Reduced |
| Mitchell Capital Management Co | 40,108 | $4.63M | 1.06% | +15,708+64.4% | Added |
| Oppenheimer & Co Inc | 40,255 | $4.65M | 0.09% | −696−1.7% | Reduced |
| Rockefeller Capital Management L.P. | 41,538 | $4.65M | 0.02% | +2,011+5.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 40,535 | $4.68M | 0.23% | +9,474+30.5% | Added |
| Mariner, LLC | 40,785 | $4.71M | 0.01% | +710+1.8% | Added |
| Natixis | 41,115 | $4.75M | 0.04% | −29,155−41.5% | Reduced |
| Segall Bryant & Hamill, LLC | 41,424 | $4.78M | 0.05% | −503−1.2% | Reduced |
| Norinchukin Bank, The | 41,465 | $4.79M | 0.08% | +3,630+9.6% | Added |
| Northwestern Mutual Wealth Management Co | 42,207 | $4.87M | 0.01% | −446−1.0% | Reduced |
| Blair William & Co | 42,591 | $4.92M | 0.02% | −9,069−17.6% | Reduced |
| Tocqueville Asset Management L.P. | 42,697 | $4.93M | 0.09% | −810−1.9% | Reduced |
| Edgestream Partners, L.P. | 42,718 | $4.93M | 0.45% | +21,988+106.1% | Added |
| Crossmark Global Holdings, Inc. | 39,702 | $4.94M | 0.11% | −186−0.5% | Reduced |
| Agf Management Ltd | 43,087 | $4.98M | 0.04% | −10,275−19.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 43,525 | $5.03M | 0.57% | −2,010−4.4% | Reduced |
| Winslow Asset Management Inc | 43,608 | $5.04M | 1.08% | −271−0.6% | Reduced |
| Vident Investment Advisory, LLC | 43,789 | $5.06M | 0.17% | −9,004−17.1% | Reduced |
| La Banque Postale Asset Management SA | 44,884 | $5.18M | 0.12% | +44,884 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 45,000 | $5.20M | 0.02% | −235,343−83.9% | Reduced |
| Baird Financial Group, Inc. | 45,492 | $5.25M | 0.01% | +287+0.6% | Added |
| Greystone Financial Group, LLC | 45,859 | $5.30M | 1.23% | +444+1.0% | Added |
| Janney Montgomery Scott LLC | 46,986 | $5.43M | 0.02% | −8,763−15.7% | Reduced |
| Mutual of America Capital Management LLC | 47,033 | $5.43M | 0.06% | +246+0.5% | Added |
| CIBC Asset Management Inc | 47,627 | $5.50M | 0.02% | −481−1.0% | Reduced |
| Janus Henderson Group PLC | 47,656 | $5.50M | 0.00% | −2,174−4.4% | Reduced |
| Pictet & Cie (Europe) SA | 47,852 | $5.53M | 0.19% | +47,852 | New |
| M&G Investment Management Ltd | 48,511 | $5.58M | 0.03% | +45,601+1,567.0% | Added |
| Gardner Lewis Asset Management L P | 49,097 | $5.67M | 2.07% | +335+0.7% | Added |
| Two Sigma Advisers, LP | 49,100 | $5.67M | 0.01% | −12,300−20.0% | Reduced |
| United Capital Financial Advisers, LLC | 49,340 | $5.70M | 0.03% | −583−1.2% | Reduced |
| Wealthfront Advisers LLC | 49,905 | $5.76M | 0.02% | −1,116−2.2% | Reduced |
| Beacon Pointe Advisors, LLC | 49,942 | $5.77M | 0.09% | +49,942 | New |
| Alpha Omega Wealth Management LLC | 50,173 | $5.79M | 0.98% | −101−0.2% | Reduced |
| tru Independence LLC | 50,502 | $5.83M | 1.92% | +2,272+4.7% | Added |
| New York Life Investment Management LLC | 50,918 | $5.88M | 0.06% | −278−0.5% | Reduced |
| M&T Bank Corp | 51,359 | $5.93M | 0.02% | −594−1.1% | Reduced |
| Everett Harris & Co | 52,449 | $6.06M | 0.09% | +397+0.8% | Added |
| HGK Asset Management Inc | 52,925 | $6.11M | 1.94% | +2,787+5.6% | Added |
| Public Employees Retirement Association of Colorado | 52,977 | $6.12M | 0.03% | −35−0.1% | Reduced |
| Pensionfund DSM Netherlands | 53,108 | $6.13M | 3.99% | +1,000+1.9% | Added |
| Huntington National Bank | 53,508 | $6.18M | 0.06% | +771+1.5% | Added |
| Hoylecohen, LLC | 53,612 | $6.19M | 0.55% | +294+0.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 53,647 | $6.20M | 0.01% | −23,882−30.8% | Reduced |
| Xponance, Inc. | 54,656 | $6.31M | 0.08% | −1,291−2.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 57,028 | $6.59M | 0.05% | +1,603+2.9% | Added |
| Power Corp of Canada | 57,063 | $6.59M | 0.68% | −3,605−5.9% | Reduced |
| Vestcor Inc | 58,848 | $6.80M | 0.25% | −630−1.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 58,900 | $6.80M | 0.09% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 59,049 | $6.82M | 0.79% | +5,740+10.8% | Added |
| Mount Yale Investment Advisors, LLC | 59,578 | $6.88M | 0.73% | −1,671−2.7% | Reduced |
| Biondo Investment Advisors, LLC | 60,428 | $6.98M | 1.29% | +1,640+2.8% | Added |
| Candriam Luxembourg S.C.A. | 60,544 | $6.99M | 0.05% | −25,374−29.5% | Reduced |
| Yousif Capital Management, LLC | 60,753 | $7.02M | 0.09% | +988+1.7% | Added |
| IFM Investors Pty Ltd | 61,094 | $7.06M | 0.09% | +3,314+5.7% | Added |
| GYL Financial Synergies, LLC | 62,047 | $7.17M | 0.65% | −1,748−2.7% | Reduced |
| The PNC Financial Services Group, Inc. | 62,771 | $7.25M | 0.01% | −7,182−10.3% | Reduced |
| Public Sector Pension Investment Board | 62,804 | $7.25M | 0.05% | −13,173−17.3% | Reduced |
| Staley Capital Advisers Inc | 63,364 | $7.32M | 0.39% | +2,621+4.3% | Added |
| USS Investment Management Ltd | 63,980 | $7.39M | 0.09% | 00.0% | Unchanged |
| Whittier Trust Co | 64,961 | $7.50M | 0.13% | +320.0% | Added |
| Independent Advisor Alliance | 65,578 | $7.57M | 0.33% | +2,383+3.8% | Added |
| Exchange Traded Concepts, LLC | 65,805 | $7.60M | 0.19% | +10,078+18.1% | Added |
| Analyst IMS Investment Management Services Ltd. | 67,189 | $7.71M | 0.52% | +310.0% | Added |
| US Bancorp | 67,691 | $7.82M | 0.01% | −2,632−3.7% | Reduced |
| ProShare Advisors LLC | 67,958 | $7.85M | 0.02% | −178−0.3% | Reduced |
| Texas Permanent School Fund | 68,419 | $7.90M | 0.07% | +318+0.5% | Added |
| DnB Asset Management AS | 68,459 | $7.91M | 0.05% | −105−0.2% | Reduced |
| Truist Financial Corp | 70,267 | $8.11M | 0.01% | +5,438+8.4% | Added |
| Nissay Asset Management Corp | 70,508 | $8.14M | 0.07% | +1,091+1.6% | Added |
| Creative Planning | 71,535 | $8.26M | 0.01% | +1,945+2.8% | Added |
| Ergoteles LLC | 72,177 | $8.34M | 0.40% | +41,731+137.1% | Added |
| Hillman Capital Management, Inc. | 73,696 | $8.51M | 3.00% | −180.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 74,843 | $8.64M | 1.24% | −705−0.9% | Reduced |
| Thrivent Financial for Lutherans | 76,616 | $8.85M | 0.02% | −19,700−20.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 76,917 | $8.88M | 0.11% | +12,900+20.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 77,094 | $8.90M | 0.02% | −432−0.6% | Reduced |
| KBC Group NV | 77,432 | $8.94M | 0.04% | −29,266−27.4% | Reduced |
| Edgar Lomax Co | 77,621 | $8.96M | 0.59% | −1,059−1.3% | Reduced |
| Sound Income Strategies, LLC | 77,642 | $8.97M | 0.92% | +7,045+10.0% | Added |
| Andra AP-fonden | 77,700 | $8.97M | 0.23% | +7,400+10.5% | Added |
| National Bank of Canada | 77,349 | $9.01M | 0.02% | +600+0.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 78,663 | $9.08M | 0.12% | +3,412+4.5% | Added |
| Worldquant Millennium Advisors LLC | 80,330 | $9.28M | 0.16% | −51,817−39.2% | Reduced |