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 |
|---|---|---|---|---|---|
| Condor Capital Management | 29,158 | $3.37M | 0.40% | +206+0.7% | Added |
| Concentric Wealth Management, LLC | 28,870 | $3.33M | 1.06% | +1,292+4.7% | Added |
| Whittier Trust Co of Nevada Inc | 28,669 | $3.31M | 0.11% | +171+0.6% | Added |
| Cetera Investment Advisers | 28,315 | $3.27M | 0.03% | −1,542−5.2% | Reduced |
| Investment Management Corp of Ontario | 27,799 | $3.21M | 0.14% | +27,799 | New |
| Atria Wealth Solutions, Inc. | 27,267 | $3.15M | 0.04% | +268+1.0% | Added |
| Black Swift Group, LLC | 26,900 | $3.11M | 1.06% | +1,805+7.2% | Added |
| Elo Mutual Pension Insurance Co | 26,888 | $3.10M | 0.09% | +782+3.0% | Added |
| Securian Asset Management, Inc | 26,545 | $3.07M | 0.08% | −416−1.5% | Reduced |
| Elevatus Welath Management | 26,530 | $3.06M | 2.13% | +26,530 | New |
| Bank of Nova Scotia | 26,378 | $3.05M | 0.01% | +2,757+11.7% | Added |
| Oppenheimer Asset Management Inc. | 26,341 | $3.04M | 0.04% | +428+1.7% | Added |
| Kentucky Retirement Systems | 26,291 | $3.04M | 0.10% | +440+1.7% | Added |
| Cetera Advisor Networks LLC | 26,245 | $3.03M | 0.02% | −51−0.2% | Reduced |
| Fifth Third Bancorp | 26,242 | $3.03M | 0.01% | +241+0.9% | Added |
| Ontario Teachers Pension Plan Board | 26,032 | $3.01M | 0.03% | +8,265+46.5% | Added |
| D.A. Davidson & Co. | 25,493 | $2.94M | 0.03% | +2,924+13.0% | Added |
| Great Valley Advisor Group, Inc. | 25,159 | $2.91M | 0.12% | +757+3.1% | Added |
| Maryland State Retirement & Pension System | 24,778 | $2.86M | 0.06% | −874−3.4% | Reduced |
| Intech Investment Management LLC | 24,737 | $2.86M | 0.03% | −47,035−65.5% | Reduced |
| Grassi Investment Management | 24,405 | $2.82M | 0.31% | −1,944−7.4% | Reduced |
| Fortem Financial Group, LLC | 24,383 | $2.82M | 1.67% | +1,548+6.8% | Added |
| Metropolitan Life Insurance Co | 24,238 | $2.80M | 0.14% | −466−1.9% | Reduced |
| Fiduciary Group LLC | 24,175 | $2.79M | 0.34% | +458+1.9% | Added |
| AMG National Trust Bank | 23,531 | $2.72M | 0.09% | +2,160+10.1% | Added |
| SAM Advisors, LLC | 23,523 | $2.72M | 1.13% | +1,832+8.4% | Added |
| Fred Alger Management, LLC | 23,357 | $2.70M | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 23,074 | $2.66M | 1.33% | +816+3.7% | Added |
| Hartford Investment Management Co | 22,930 | $2.65M | 0.10% | −4,570−16.6% | Reduced |
| Pensionfund Sabic | 22,806 | $2.63M | 0.88% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 21,519 | $2.54M | 0.02% | +1,277+6.3% | Added |
| Capital Fund Management S.A. | 21,829 | $2.52M | 0.04% | −50,996−70.0% | Reduced |
| Chilton Capital Management LLC | 21,800 | $2.52M | 0.14% | +6,449+42.0% | Added |
| Stamos Capital Partners, L.P. | 21,520 | $2.49M | 0.58% | +17,250+404.0% | Added |
| Yarbrough Capital, LLC | 21,500 | $2.48M | 0.14% | 00.0% | Unchanged |
| Perpetual Ltd | 21,270 | $2.46M | 0.02% | −180−0.8% | Reduced |
| Lodestone Wealth Management LLC | 21,038 | $2.43M | 1.68% | +3,676+21.2% | Added |
| Integrated Advisors Network LLC | 21,013 | $2.43M | 0.14% | +211+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 20,957 | $2.42M | 0.04% | +363+1.8% | Added |
| Glenmede Trust Co NA | 21,298 | $2.38M | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 20,200 | $2.33M | 0.05% | −1,100−5.2% | Reduced |
| Pacer Advisors, Inc. | 20,112 | $2.32M | 0.01% | +146+0.7% | Added |
| GAM Holding AG | 20,006 | $2.31M | 0.16% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 20,000 | $2.31M | 0.09% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 19,888 | $2.30M | 0.05% | +5,297+36.3% | Added |
| Lake Street Advisors Group, LLC | 19,761 | $2.28M | 0.13% | −586−2.9% | Reduced |
| Foster & Motley Inc | 19,620 | $2.27M | 0.18% | −3,136−13.8% | Reduced |
| Omers Administration Corp | 19,600 | $2.26M | 0.04% | 00.0% | Unchanged |
| AE Wealth Management LLC | 19,588 | $2.26M | 0.01% | +4,621+30.9% | Added |
| Adell Harriman & Carpenter Inc | 19,030 | $2.23M | 0.23% | −1,449−7.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 19,213 | $2.22M | 0.21% | −139−0.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 19,209 | $2.22M | 0.03% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 18,912 | $2.18M | 0.56% | +2,249+13.5% | Added |
| Phocas Financial Corp. | 18,762 | $2.17M | 0.30% | +2,562+15.8% | Added |
| Commerce Bank | 18,752 | $2.17M | 0.02% | +1,858+11.0% | Added |
| TTP Investments, Inc. | 18,698 | $2.16M | 1.46% | +689+3.8% | Added |
| Financial Management Network Inc | 18,361 | $2.15M | 0.75% | −663−3.5% | Reduced |
| DuPont Capital Management Corp | 18,435 | $2.13M | 0.10% | −4,110−18.2% | Reduced |
| Tower Bridge Advisors | 18,100 | $2.09M | 0.19% | −13,690−43.1% | Reduced |
| Wellington Shields Capital Management, LLC | 18,025 | $2.08M | 0.25% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 17,823 | $2.06M | 0.01% | +12,579+239.9% | Added |
| Ami Investment Management Inc | 17,764 | $2.05M | 0.91% | +209+1.2% | Added |
| First Citizens Bank & Trust Co | 17,714 | $2.05M | 0.04% | −472−2.6% | Reduced |
| Spirit of America Management Corp | 17,600 | $2.03M | 0.46% | −3,700−17.4% | Reduced |
| Arbor Capital Management Inc | 17,330 | $2.03M | 1.57% | +189+1.1% | Added |
| Redwood Investment Management, LLC | 17,497 | $2.02M | 0.21% | +37+0.2% | Added |
| Great Lakes Advisors, LLC | 17,297 | $2.00M | 0.02% | +517+3.1% | Added |
| Advisors Asset Management, Inc. | 16,981 | $1.96M | 0.04% | +543+3.3% | Added |
| Lincluden Management Ltd | 16,912 | $1.95M | 0.22% | −12,814−43.1% | Reduced |
| New Potomac Partners, LLC | 16,806 | $1.94M | 1.28% | +1,466+9.6% | Added |
| Tower Research Capital LLC (TRC) | 16,707 | $1.93M | 0.06% | +4,187+33.4% | Added |
| Redmond Asset Management, LLC | 16,602 | $1.92M | 0.62% | +238+1.5% | Added |
| Dark Forest Capital Management LP | 16,461 | $1.90M | 0.20% | +16,461 | New |
| Clough Capital Partners L P | 16,400 | $1.89M | 0.19% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 16,324 | $1.89M | 0.41% | +3,543+27.7% | Added |
| Edmond de Rothschild Holding S.A. | 16,100 | $1.86M | 0.04% | +15,474+2,471.9% | Added |
| New Mexico Educational Retirement Board | 15,895 | $1.84M | 0.08% | +800+5.3% | Added |
| Acadian Asset Management LLC | 15,760 | $1.82M | 0.01% | +4,345+38.1% | Added |
| Madison Wealth Management | 15,720 | $1.82M | 0.37% | +45+0.3% | Added |
| E. Ohman J:or Asset Management AB | 15,600 | $1.80M | 0.06% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 15,532 | $1.79M | 0.41% | −840−5.1% | Reduced |
| Westwood Holdings Group Inc. | 15,469 | $1.79M | 0.02% | −100,624−86.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 15,316 | $1.77M | 0.28% | +723+5.0% | Added |
| Paloma Partners Management Co | 15,301 | $1.77M | 0.41% | +15,301 | New |
| Advisor Partners II, LLC | 15,183 | $1.75M | 0.08% | +1,895+14.3% | Added |
| Prudential PLC | 15,166 | $1.75M | 0.02% | −2,261−13.0% | Reduced |
| Affinity Investment Advisors, LLC | 14,915 | $1.72M | 1.00% | +1,576+11.8% | Added |
| Park Avenue Securities LLC | 14,887 | $1.72M | 0.03% | +1,146+8.3% | Added |
| Cascade Investment Group, Inc. | 14,846 | $1.71M | 1.57% | −94−0.6% | Reduced |
| Tredje AP-fonden | 14,742 | $1.70M | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 14,720 | $1.70M | 0.06% | −352−2.3% | Reduced |
| Gabelli Funds LLC | 14,500 | $1.67M | 0.01% | +6,500+81.3% | Added |
| Jaffetilchin Investment Partners, LLC | 14,371 | $1.66M | 0.18% | +306+2.2% | Added |
| Advisory Services Network, LLC | 14,235 | $1.64M | 0.04% | +697+5.1% | Added |
| PCG Wealth Advisors, LLC | 14,067 | $1.62M | 1.01% | +21+0.1% | Added |
| Icon Wealth Partners, LLC | 13,862 | $1.60M | 0.17% | +17+0.1% | Added |
| Brookstone Capital Management | 12,933 | $1.53M | 0.03% | +743+6.1% | Added |
| Cunning Capital Partners, LP | 0 | $1.53M | 0.97% | −15,565−100.0% | Reduced |
| Carret Asset Management, LLC | 13,053 | $1.51M | 0.20% | −867−6.2% | Reduced |
| Erste Asset Management GmbH | 13,100 | $1.48M | 0.03% | −100−0.8% | Reduced |