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Simon Property Group Inc.

SPG
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001063761

In the last 90 days, Simon Property Group Inc. insiders filed 11 open-market purchases and 0 sales; 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.

Institutional holdersQ2 2023: 988 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ2 2023: $32.9B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$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.

Institutions holding SPG in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Fairfield, Bush & Co.142$16.4K0.00%+142New
West Paces Advisors Inc.138$15.9K0.00%−9−6.1%Reduced
Winch Advisory Services, LLC133$15.0K0.01%00.0%Unchanged
Riverview Trust Co129$14.9K0.01%+129New
Focused Wealth Management, Inc123$14.2K0.00%+26+26.8%Added
Abound Wealth Management122$14.1K0.01%+35+40.2%Added
SRS Capital Advisors, Inc.119$13.8K0.00%+1+0.8%Added
Horan Securities, Inc.119$13.7K0.01%00.0%Unchanged
Highlander Capital Management, LLC109$13.0K0.01%00.0%Unchanged
Sofos Investments, Inc.115$12.9K0.06%+3+2.7%Added
Operose Advisors LLC110$12.7K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.109$12.6K0.00%00.0%Unchanged
Private Ocean, LLC109$12.6K0.00%00.0%Unchanged
Bell Investment Advisors, Inc108$12.5K0.00%+11+11.3%Added
Rise Advisors, LLC108$12.4K0.01%−24−18.2%Reduced
Bartlett & Co. Wealth Management LLC107$12.4K0.00%−100−48.3%Reduced
Grayhawk Investment Strategies Inc.105$12.1K0.01%00.0%Unchanged
Bartlett & Co. LLC107$12.0K0.00%−100−48.3%Reduced
Liberty One Investment Management, LLC102$11.8K0.00%+3+3.0%Added
FinTrust Capital Advisors, LLC100$11.7K0.00%00.0%Unchanged
Webster Bank, N. A.100$11.5K0.00%00.0%Unchanged
DB Wealth Management Group, LLC100$11.5K0.01%00.0%Unchanged
Stonebridge Capital Advisors LLC100$11.5K0.00%+100New
Ancora Advisors, LLC97$11.2K0.00%00.0%Unchanged
GW&K Investment Management, LLC92$11.0K0.00%+92New
Washington Trust Advisors, Inc.90$10.4K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC88$10.2K0.00%−5−5.4%Reduced
Fiduciary Alliance LLC87$10.0K0.00%+87New
Colonial Trust Advisors84$9.70K0.00%00.0%Unchanged
1832 Asset Management L.P.78$9.01K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.75$9.00K0.00%−15−16.7%Reduced
Center for Financial Planning, Inc.76$8.78K0.00%00.0%Unchanged
Adirondack Trust Co66$8.22K0.00%00.0%Unchanged
Quarry LP61$7.04K0.00%−135−68.9%Reduced
Financial Management Professionals, Inc.60$7.00K0.00%+23+62.2%Added
Northwest Investment Counselors, LLC56$6.47K0.00%00.0%Unchanged
Bogart Wealth, LLC56$6.47K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC56$6.43K0.00%+56New
Lee Financial Co53$6.12K0.00%−27−33.8%Reduced
Oakworth Capital, Inc.52$6.00K0.00%00.0%Unchanged
Westside Investment Management, Inc.50$5.85K0.00%00.0%Unchanged
Arrow Financial Corp50$5.77K0.00%00.0%Unchanged
WR Wealth Planners, LLC46$5.31K0.00%+39+557.1%Added
Costello Asset Management, INC45$5.20K0.00%+3+7.1%Added
Sittner & Nelson, LLC44$5.08K0.00%00.0%Unchanged
Independence Bank of Kentucky40$4.62K0.00%00.0%Unchanged
Caldwell Trust Co40$4.62K0.00%+40New
Kayne Anderson Rudnick Investment Management LLC39$4.50K0.00%+33+550.0%Added
Jackson, Grant Investment Advisers, Inc.38$4.39K0.00%00.0%Unchanged
Silicon Valley Capital Partners37$4.22K0.00%+36+3,600.0%Added
Raffa Wealth Management, LLC34$3.93K0.00%00.0%Unchanged
Creative Capital Management Investments LLC33$3.81K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC31$3.58K0.00%00.0%Unchanged
DT Investment Partners, LLC28$3.51K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC30$3.46K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC29$3.35K0.00%00.0%Unchanged
Bollard Group LLC30$3.00K0.00%+30New
Safeguard Financial, LLC26$3.00K0.00%+26New
Tucker Asset Management LLC25$2.89K0.00%00.0%Unchanged
Jones Financial Companies LLLP24$2.77K0.00%−205−89.5%Reduced
Eagle Bay Advisors LLC24$2.77K0.00%−15−38.5%Reduced
Grove Bank & Trust24$2.77K0.00%−9−27.3%Reduced
Red Tortoise LLC23$2.66K0.00%00.0%Unchanged
MCF Advisors LLC22$2.54K0.00%00.0%Unchanged
Credit Agricole S A21$2.42K0.00%+21New
Y.D. More Investments Ltd20$2.31K0.00%00.0%Unchanged
Archer Investment Corp20$2.31K0.00%+20New
Gradient Investments LLC19$2.17K0.00%+14+280.0%Added
Prestige Wealth Management Group LLC18$2.08K0.00%00.0%Unchanged
ClariVest Asset Management LLC14$2.00K0.00%00.0%Unchanged
HM Payson & Co17$1.96K0.00%00.0%Unchanged
Tompkins Financial Corp15$1.73K0.00%00.0%Unchanged
TFC Financial Management14$1.62K0.00%00.0%Unchanged
Versant Capital Management, Inc12$1.39K0.00%00.0%Unchanged
Headlands Technologies LLC12$1.39K0.00%+12New
ICA Group Wealth Management, LLC11$1.27K0.00%−380−97.2%Reduced
Moisand Fitzgerald Tamayo, LLC9$1.04K0.00%00.0%Unchanged
USA Financial Portformulas Corp9$1.04K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)5$1.00K0.00%+5New
Delos Wealth Advisors, LLC8$9240.00%00.0%Unchanged
Cape Investment Advisory, Inc.6$6930.00%00.0%Unchanged
Wolff Wiese Magana LLC5$5780.00%+5New
Plante Moran Financial Advisors, LLC2$2310.00%00.0%Unchanged
SOA Wealth Advisors, LLC.1$1150.00%00.0%Unchanged
Avion Wealth12$00.00%00.0%Unchanged
Adelante Capital Management LLC561,653$00.00%−12,502−2.2%Reduced
Asset Dedication, LLC3$00.00%00.0%Unchanged
Centerpoint Advisors, LLC3$00.00%00.0%Unchanged
First Republic Investment Management, Inc.0$00.00%−684,968−100.0%Sold out
Candlestick Capital Management LP0$00.00%−225,000−100.0%Sold out
Twinbeech Capital LP0$00.00%−107,702−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−60,000−100.0%Sold out
L & S Advisors Inc0$00.00%−43,419−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−25,715−100.0%Sold out
Trivant Custom Portfolio Group, LLC0$00.00%−23,394−100.0%Sold out
Argonautica Private Wealth Management, Inc0$00.00%−21,944−100.0%Sold out
Engineers Gate Manager LP0$00.00%−19,024−100.0%Sold out
DoubleLine ETF Adviser LP0$00.00%−16,475−100.0%Sold out
Joho Capital LLC0$00.00%−13,970−100.0%Sold out
Eagle Asset Management Inc0$00.00%−13,033−100.0%Sold out