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 |
|---|---|---|---|---|---|
| AFS Financial Group, LLC | 12,671 | $1.46M | 0.95% | −11−0.1% | Reduced |
| Squarepoint Ops LLC | 12,531 | $1.45M | 0.01% | −10,336−45.2% | Reduced |
| KG&L Capital Management,LLC | 12,530 | $1.45M | 0.69% | +100+0.8% | Added |
| Cascade Investment Advisors, Inc. | 12,458 | $1.44M | 1.07% | +130+1.1% | Added |
| Investors Research Corp | 12,237 | $1.41M | 0.36% | 00.0% | Unchanged |
| Howland Capital Management LLC | 12,114 | $1.40M | 0.08% | −338−2.7% | Reduced |
| Infrastructure Capital Advisors, LLC | 12,037 | $1.39M | 0.25% | −1,526−11.3% | Reduced |
| Veritable, L.P. | 11,971 | $1.38M | 0.02% | −765−6.0% | Reduced |
| National Asset Management, Inc. | 11,806 | $1.36M | 0.03% | −1,425−10.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 11,784 | $1.36M | 0.48% | +79+0.7% | Added |
| APG Asset Management N.V. | 12,825 | $1.36M | 0.00% | −42,500−76.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,738 | $1.36M | 0.10% | +104+0.9% | Added |
| Venture Visionary Partners LLC | 11,682 | $1.35M | 0.08% | +11,682 | New |
| Versor Investments LP | 11,682 | $1.35M | 0.23% | +6,480+124.6% | Added |
| Vanderbilt University | 11,562 | $1.34M | 0.34% | +1,393+13.7% | Added |
| Leonteq Securities AG | 11,552 | $1.33M | 0.14% | +3,450+42.6% | Added |
| Vestmark Advisory Solutions, Inc. | 11,408 | $1.32M | 0.05% | −408−3.5% | Reduced |
| Vetamer Capital Management, L.P. | 11,388 | $1.32M | 2.03% | −2,822−19.9% | Reduced |
| Meitav Dash Investments Ltd | 11,558 | $1.31M | 0.01% | −130−1.1% | Reduced |
| Federated Hermes, Inc. | 11,283 | $1.30M | 0.00% | +859+8.2% | Added |
| New England Research & Management, Inc. | 11,225 | $1.30M | 0.75% | −75−0.7% | Reduced |
| AXS Investments LLC | 10,994 | $1.27M | 0.34% | −7,580−40.8% | Reduced |
| Lido Advisors, LLC | 10,969 | $1.27M | 0.01% | +905+9.0% | Added |
| Ieq Capital, LLC | 10,951 | $1.26M | 0.03% | −208−1.9% | Reduced |
| Westpac Banking Corp | 10,942 | $1.26M | 0.09% | −162,780−93.7% | Reduced |
| iA Global Asset Management Inc. | 10,887 | $1.26M | 0.03% | +10,887 | New |
| Canandaigua National Bank & Trust Co | 10,808 | $1.25M | 0.20% | −18−0.2% | Reduced |
| GWM Advisors LLC | 10,740 | $1.24M | 0.01% | +582+5.7% | Added |
| Granger Management LLC | 10,503 | $1.21M | 0.50% | −158−1.5% | Reduced |
| Pathstone Family Office, LLC | 10,416 | $1.21M | 0.02% | −694−6.2% | Reduced |
| Wright Investors Service Inc | 10,360 | $1.20M | 0.34% | −9,110−46.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,314 | $1.19M | 0.03% | +38+0.4% | Added |
| Personal Cfo Solutions, LLC | 10,312 | $1.19M | 0.24% | +330+3.3% | Added |
| Merit Financial Group, LLC | 10,310 | $1.19M | 0.04% | +10,310 | New |
| Thompson Siegel & Walmsley LLC | 10,300 | $1.19M | 0.02% | 00.0% | Unchanged |
| Atria Investments LLC | 10,267 | $1.19M | 0.02% | +275+2.8% | Added |
| Jeppson Wealth Management, LLC | 10,095 | $1.17M | 0.51% | −825−7.6% | Reduced |
| Wexford Capital LP | 10,082 | $1.16M | 0.23% | +6,237+162.2% | Added |
| MBL Wealth, LLC | 10,081 | $1.16M | 0.16% | −20−0.2% | Reduced |
| Glassy Mountain Advisors, Inc. | 10,069 | $1.16M | 0.52% | +10,069 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 9,963 | $1.15M | 0.03% | +4,570+84.7% | Added |
| International Assets Investment Management, LLC | 9,956 | $1.15M | 0.16% | +102+1.0% | Added |
| Cerity Partners LLC | 9,848 | $1.14M | 0.00% | +3,551+56.4% | Added |
| Greenleaf Trust | 9,822 | $1.13M | 0.01% | −292−2.9% | Reduced |
| Quantinno Capital Management LP | 9,807 | $1.13M | 0.06% | −125−1.3% | Reduced |
| Assetmark, Inc | 9,783 | $1.13M | 0.00% | −131−1.3% | Reduced |
| Vinva Investment Management Ltd | 9,709 | $1.11M | 0.10% | −1,244−11.4% | Reduced |
| Miracle Mile Advisors, LLC | 9,514 | $1.10M | 0.03% | −383−3.9% | Reduced |
| BCGM Wealth Management, LLC | 9,480 | $1.09M | 0.48% | −77−0.8% | Reduced |
| TD Waterhouse Canada Inc. | 9,258 | $1.08M | 0.01% | +3,018+48.4% | Added |
| EverSource Wealth Advisors, LLC | 9,333 | $1.08M | 0.12% | +3,666+64.7% | Added |
| Pacific Global Investment Management CO | 9,323 | $1.08M | 0.22% | −2,591−21.7% | Reduced |
| Perigon Wealth Management, LLC | 9,223 | $1.07M | 0.04% | +6,097+195.0% | Added |
| Transcend Wealth Collective, LLC | 9,112 | $1.05M | 0.10% | −203−2.2% | Reduced |
| Mark Asset Management LP | 9,072 | $1.05M | 0.18% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 8,949 | $1.03M | 0.05% | −85−0.9% | Reduced |
| Convergence Investment Partners, LLC | 8,944 | $1.03M | 0.59% | −1,040−10.4% | Reduced |
| Castle Hook Partners LP | 8,939 | $1.03M | 0.10% | +8,939 | New |
| NewEdge Wealth, LLC | 8,920 | $1.03M | 0.03% | −411−4.4% | Reduced |
| Donoghue Forlines LLC | 8,901 | $1.03M | 0.32% | −1,285−12.6% | Reduced |
| Integrated Wealth Concepts LLC | 8,849 | $1.02M | 0.02% | −1,203−12.0% | Reduced |
| Mystic Asset Management, Inc. | 8,737 | $1.01M | 0.54% | +60+0.7% | Added |
| Cullen Capital Management LLC | 8,714 | $1.01M | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 8,729 | $1.01M | 0.02% | +2,642+43.4% | Added |
| Banque Cantonale Vaudoise | 8,689 | $1.00M | 0.05% | +4,000+85.3% | Added |
| Pine Valley Investments Ltd Liability Co | 8,600 | $993.1K | 0.10% | +8,600 | New |
| Toroso Investments, LLC | 8,575 | $990.0K | 0.03% | −266−3.0% | Reduced |
| Brinker Capital Investments, LLC | 8,421 | $972.5K | 0.01% | +571+7.3% | Added |
| Orion Portfolio Solutions, LLC | 8,421 | $972.5K | 0.01% | +571+7.3% | Added |
| Federation des caisses Desjardins du Quebec | 8,261 | $954.0K | 0.01% | +701+9.3% | Added |
| Group One Trading, L.P. | 8,244 | $952.0K | 0.04% | +8,244 | New |
| Verition Fund Management LLC | 8,178 | $944.4K | 0.01% | −3,326−28.9% | Reduced |
| Bedel Financial Consulting, Inc. | 8,035 | $927.9K | 0.19% | +15+0.2% | Added |
| Cullinan Associates Inc | 8,030 | $927.3K | 0.05% | −9,400−53.9% | Reduced |
| TD Private Client Wealth LLC | 7,944 | $917.4K | 0.04% | −791−9.1% | Reduced |
| Everence Capital Management Inc | 8,469 | $891.0K | 0.07% | 00.0% | Unchanged |
| Cetera Advisors LLC | 7,694 | $888.5K | 0.01% | +2,112+37.8% | Added |
| Wetherby Asset Management Inc | 7,626 | $880.7K | 0.05% | −128−1.7% | Reduced |
| Invst, LLC | 7,596 | $877.2K | 0.13% | −391−4.9% | Reduced |
| Meeder Advisory Services, Inc. | 7,584 | $875.7K | 0.09% | −843−10.0% | Reduced |
| Commerzbank Aktiengesellschaft | 7,526 | $870.0K | 0.04% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 7,500 | $866.1K | 0.01% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 7,456 | $861.0K | 0.10% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 7,454 | $861.0K | 0.02% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 7,419 | $856.7K | 0.00% | −293−3.8% | Reduced |
| Centiva Capital, LP | 7,362 | $850.2K | 0.04% | +7,362 | New |
| Nomura Holdings Inc | 7,313 | $844.5K | 0.01% | +3,680+101.3% | Added |
| TrueWealth Advisors, LLC | 7,260 | $838.4K | 0.34% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 7,220 | $833.8K | 0.75% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 7,199 | $831.3K | 0.02% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 7,184 | $829.6K | 0.39% | +221+3.2% | Added |
| Ostrum Asset Management | 7,101 | $820.0K | 0.07% | +6+0.1% | Added |
| Gifford Fong Associates | 7,000 | $808.0K | 0.19% | 00.0% | Unchanged |
| Strategic Advisors LLC | 6,800 | $785.3K | 0.15% | +300+4.6% | Added |
| Retirement Planning Co of New England, Inc. | 6,622 | $764.7K | 0.44% | +241+3.8% | Added |
| Ausdal Financial Partners, Inc. | 6,573 | $759.1K | 0.10% | −115−1.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,444 | $744.7K | 0.06% | +9+0.1% | Added |
| Arete Wealth Advisors, LLC | 6,431 | $743.0K | 0.07% | +1,203+23.0% | Added |
| Raymond James Trust N.A. | 6,419 | $741.0K | 0.02% | −504−7.3% | Reduced |
| Solidarilty Wealth, LLC | 6,406 | $739.8K | 0.30% | 00.0% | Unchanged |