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 |
|---|---|---|---|---|---|
| Ergoteles LLC | 72,177 | $8.34M | 0.40% | +41,731+137.1% | Added |
| Creative Planning | 71,535 | $8.26M | 0.01% | +1,945+2.8% | Added |
| Nissay Asset Management Corp | 70,508 | $8.14M | 0.07% | +1,091+1.6% | Added |
| Truist Financial Corp | 70,267 | $8.11M | 0.01% | +5,438+8.4% | Added |
| DnB Asset Management AS | 68,459 | $7.91M | 0.05% | −105−0.2% | Reduced |
| Texas Permanent School Fund | 68,419 | $7.90M | 0.07% | +318+0.5% | Added |
| ProShare Advisors LLC | 67,958 | $7.85M | 0.02% | −178−0.3% | Reduced |
| US Bancorp | 67,691 | $7.82M | 0.01% | −2,632−3.7% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 67,189 | $7.71M | 0.52% | +310.0% | Added |
| Exchange Traded Concepts, LLC | 65,805 | $7.60M | 0.19% | +10,078+18.1% | Added |
| Independent Advisor Alliance | 65,578 | $7.57M | 0.33% | +2,383+3.8% | Added |
| Whittier Trust Co | 64,961 | $7.50M | 0.13% | +320.0% | Added |
| USS Investment Management Ltd | 63,980 | $7.39M | 0.09% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 63,364 | $7.32M | 0.39% | +2,621+4.3% | Added |
| Public Sector Pension Investment Board | 62,804 | $7.25M | 0.05% | −13,173−17.3% | Reduced |
| The PNC Financial Services Group, Inc. | 62,771 | $7.25M | 0.01% | −7,182−10.3% | Reduced |
| GYL Financial Synergies, LLC | 62,047 | $7.17M | 0.65% | −1,748−2.7% | Reduced |
| IFM Investors Pty Ltd | 61,094 | $7.06M | 0.09% | +3,314+5.7% | Added |
| Yousif Capital Management, LLC | 60,753 | $7.02M | 0.09% | +988+1.7% | Added |
| Candriam Luxembourg S.C.A. | 60,544 | $6.99M | 0.05% | −25,374−29.5% | Reduced |
| Biondo Investment Advisors, LLC | 60,428 | $6.98M | 1.29% | +1,640+2.8% | Added |
| Mount Yale Investment Advisors, LLC | 59,578 | $6.88M | 0.73% | −1,671−2.7% | Reduced |
| Soltis Investment Advisors LLC | 59,049 | $6.82M | 0.79% | +5,740+10.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 58,900 | $6.80M | 0.09% | 00.0% | Unchanged |
| Vestcor Inc | 58,848 | $6.80M | 0.25% | −630−1.1% | Reduced |
| Power Corp of Canada | 57,063 | $6.59M | 0.68% | −3,605−5.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 57,028 | $6.59M | 0.05% | +1,603+2.9% | Added |
| Xponance, Inc. | 54,656 | $6.31M | 0.08% | −1,291−2.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 53,647 | $6.20M | 0.01% | −23,882−30.8% | Reduced |
| Hoylecohen, LLC | 53,612 | $6.19M | 0.55% | +294+0.6% | Added |
| Huntington National Bank | 53,508 | $6.18M | 0.06% | +771+1.5% | Added |
| Pensionfund DSM Netherlands | 53,108 | $6.13M | 3.99% | +1,000+1.9% | Added |
| Public Employees Retirement Association of Colorado | 52,977 | $6.12M | 0.03% | −35−0.1% | Reduced |
| HGK Asset Management Inc | 52,925 | $6.11M | 1.94% | +2,787+5.6% | Added |
| Everett Harris & Co | 52,449 | $6.06M | 0.09% | +397+0.8% | Added |
| M&T Bank Corp | 51,359 | $5.93M | 0.02% | −594−1.1% | Reduced |
| New York Life Investment Management LLC | 50,918 | $5.88M | 0.06% | −278−0.5% | Reduced |
| tru Independence LLC | 50,502 | $5.83M | 1.92% | +2,272+4.7% | Added |
| Alpha Omega Wealth Management LLC | 50,173 | $5.79M | 0.98% | −101−0.2% | Reduced |
| Beacon Pointe Advisors, LLC | 49,942 | $5.77M | 0.09% | +49,942 | New |
| Wealthfront Advisers LLC | 49,905 | $5.76M | 0.02% | −1,116−2.2% | Reduced |
| United Capital Financial Advisers, LLC | 49,340 | $5.70M | 0.03% | −583−1.2% | Reduced |
| Two Sigma Advisers, LP | 49,100 | $5.67M | 0.01% | −12,300−20.0% | Reduced |
| Gardner Lewis Asset Management L P | 49,097 | $5.67M | 2.07% | +335+0.7% | Added |
| M&G Investment Management Ltd | 48,511 | $5.58M | 0.03% | +45,601+1,567.0% | Added |
| Pictet & Cie (Europe) SA | 47,852 | $5.53M | 0.19% | +47,852 | New |
| Janus Henderson Group PLC | 47,656 | $5.50M | 0.00% | −2,174−4.4% | Reduced |
| CIBC Asset Management Inc | 47,627 | $5.50M | 0.02% | −481−1.0% | Reduced |
| Mutual of America Capital Management LLC | 47,033 | $5.43M | 0.06% | +246+0.5% | Added |
| Janney Montgomery Scott LLC | 46,986 | $5.43M | 0.02% | −8,763−15.7% | Reduced |
| Greystone Financial Group, LLC | 45,859 | $5.30M | 1.23% | +444+1.0% | Added |
| Baird Financial Group, Inc. | 45,492 | $5.25M | 0.01% | +287+0.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 45,000 | $5.20M | 0.02% | −235,343−83.9% | Reduced |
| La Banque Postale Asset Management SA | 44,884 | $5.18M | 0.12% | +44,884 | New |
| Vident Investment Advisory, LLC | 43,789 | $5.06M | 0.17% | −9,004−17.1% | Reduced |
| Winslow Asset Management Inc | 43,608 | $5.04M | 1.08% | −271−0.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 43,525 | $5.03M | 0.57% | −2,010−4.4% | Reduced |
| Agf Management Ltd | 43,087 | $4.98M | 0.04% | −10,275−19.3% | Reduced |
| Crossmark Global Holdings, Inc. | 39,702 | $4.94M | 0.11% | −186−0.5% | Reduced |
| Edgestream Partners, L.P. | 42,718 | $4.93M | 0.45% | +21,988+106.1% | Added |
| Tocqueville Asset Management L.P. | 42,697 | $4.93M | 0.09% | −810−1.9% | Reduced |
| Blair William & Co | 42,591 | $4.92M | 0.02% | −9,069−17.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 42,207 | $4.87M | 0.01% | −446−1.0% | Reduced |
| Norinchukin Bank, The | 41,465 | $4.79M | 0.08% | +3,630+9.6% | Added |
| Segall Bryant & Hamill, LLC | 41,424 | $4.78M | 0.05% | −503−1.2% | Reduced |
| Natixis | 41,115 | $4.75M | 0.04% | −29,155−41.5% | Reduced |
| Mariner, LLC | 40,785 | $4.71M | 0.01% | +710+1.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 40,535 | $4.68M | 0.23% | +9,474+30.5% | Added |
| Rockefeller Capital Management L.P. | 41,538 | $4.65M | 0.02% | +2,011+5.1% | Added |
| Oppenheimer & Co Inc | 40,255 | $4.65M | 0.09% | −696−1.7% | Reduced |
| Mitchell Capital Management Co | 40,108 | $4.63M | 1.06% | +15,708+64.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 39,128 | $4.52M | 0.02% | −3,942−9.2% | Reduced |
| Czech National Bank | 38,708 | $4.47M | 0.10% | +192+0.5% | Added |
| Achmea Investment Management B.V. | 38,648 | $4.46M | 0.09% | +22,449+138.6% | Added |
| South Dakota Investment Council | 38,382 | $4.43M | 0.09% | 00.0% | Unchanged |
| CIBC World Markets Corp | 38,320 | $4.43M | 0.04% | −84,496−68.8% | Reduced |
| MML Investors Services, LLC | 37,285 | $4.31M | 0.02% | −4,802−11.4% | Reduced |
| Ethic Inc. | 36,891 | $4.26M | 0.16% | +3,352+10.0% | Added |
| Cinctive Capital Management LP | 36,734 | $4.24M | 0.17% | +36,734 | New |
| Boothbay Fund Management, LLC | 36,580 | $4.22M | 0.15% | +281+0.8% | Added |
| Liberty Mutual Group Asset Management Inc. | 36,348 | $4.20M | 1.07% | +655+1.8% | Added |
| Strategic Global Advisors, LLC | 35,299 | $4.08M | 0.63% | +35,299 | New |
| Rafferty Asset Management, LLC | 34,832 | $4.02M | 0.02% | +486+1.4% | Added |
| Wolverine Trading, LLC | 34,946 | $4.01M | 0.05% | −22,708−39.4% | Reduced |
| Captrust Financial Advisors | 34,709 | $4.01M | 0.02% | −960−2.7% | Reduced |
| SG Americas Securities, LLC | 34,508 | $3.98M | 0.03% | +31,920+1,233.4% | Added |
| CI Private Wealth, LLC | 34,106 | $3.94M | 0.01% | −3,568−9.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 33,144 | $3.83M | 0.02% | +160+0.5% | Added |
| McGinn Investment Management, Inc. | 33,070 | $3.82M | 2.76% | −60.0% | Reduced |
| Gulf International Bank (UK) Ltd | 32,990 | $3.81M | 0.09% | −10,047−23.3% | Reduced |
| 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 |
| Summit Global Investments | 32,105 | $3.71M | 0.25% | +2,231+7.5% | Added |
| Metis Global Partners, LLC | 31,382 | $3.62M | 0.20% | +18,059+135.5% | Added |
| Lockheed Martin Investment Management Co | 31,379 | $3.62M | 0.21% | +3,300+11.8% | Added |
| JustInvest LLC | 31,300 | $3.61M | 0.11% | +1,718+5.8% | Added |
| Penn Mutual Asset Management, LLC | 30,240 | $3.49M | 3.15% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 29,461 | $3.40M | 0.03% | −1,157−3.8% | Reduced |
| British Columbia Investment Management Corp | 29,456 | $3.40M | 0.03% | +281+1.0% | Added |
| Meeder Asset Management Inc | 29,236 | $3.38M | 0.25% | +7,781+36.3% | Added |