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 |
|---|---|---|---|---|---|
| BBJS Financial Advisors, LLC | 6,400 | $739.0K | 0.30% | +665+11.6% | Added |
| TBH Global Asset Management, LLC | 6,327 | $730.6K | 0.14% | +4+0.1% | Added |
| Tokio Marine Asset Management Co Ltd | 6,301 | $727.6K | 0.05% | +302+5.0% | Added |
| Bleakley Financial Group, LLC | 6,281 | $725.3K | 0.02% | −337−5.1% | Reduced |
| Parallel Advisors, LLC | 6,135 | $708.5K | 0.02% | +947+18.3% | Added |
| Ossiam | 6,130 | $707.9K | 0.01% | +296+5.1% | Added |
| TownSquare Capital, LLC | 6,109 | $705.4K | 0.01% | +1,140+22.9% | Added |
| Sawtooth Solutions, LLC | 6,094 | $703.8K | 0.02% | −526−7.9% | Reduced |
| Congress Asset Management Co | 6,080 | $702.1K | 0.01% | −68,533−91.9% | Reduced |
| Brown Advisory Inc | 6,043 | $697.9K | 0.00% | +727+13.7% | Added |
| Hudson Valley Investment Advisors Inc | 6,012 | $694.3K | 0.09% | −3,672−37.9% | Reduced |
| MSH Capital Advisors LLC | 5,981 | $690.7K | 0.25% | +384+6.9% | Added |
| Scotia Capital Inc. | 5,932 | $685.0K | 0.00% | +936+18.7% | Added |
| Marino, Stram & Associates LLC | 5,919 | $683.5K | 0.19% | −195−3.2% | Reduced |
| Ascent Group, LLC | 5,655 | $672.9K | 0.07% | +464+8.9% | Added |
| Los Angeles Capital Management LLC | 5,796 | $669.3K | 0.00% | −74−1.3% | Reduced |
| Ninety One SA (PTY) Ltd | 5,808 | $668.2K | 0.17% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 5,757 | $664.8K | 0.06% | +516+9.8% | Added |
| Tiedemann Advisors, LLC | 5,701 | $658.3K | 0.03% | +20+0.4% | Added |
| Verdence Capital Advisors LLC | 5,658 | $653.4K | 0.08% | +61+1.1% | Added |
| Stevens Capital Management LP | 5,656 | $653.0K | 0.13% | −3,532−38.4% | Reduced |
| Wedbush Securities Inc | 5,643 | $652.0K | 0.03% | +58+1.0% | Added |
| Sumitomo Life Insurance Co | 5,640 | $651.3K | 0.03% | −548−8.9% | Reduced |
| First Hawaiian Bank | 5,541 | $639.9K | 0.02% | +152+2.8% | Added |
| Carmel Capital Partners, LLC | 5,522 | $637.7K | 0.33% | +138+2.6% | Added |
| Gilman Hill Asset Management, LLC | 5,496 | $634.7K | 0.12% | +225+4.3% | Added |
| Future Financial Wealth Managment LLC | 5,456 | $630.1K | 0.66% | +7+0.1% | Added |
| IFP Advisors, Inc | 3,273 | $628.9K | 0.03% | +81+2.5% | Added |
| Equitable Holdings, Inc. | 5,384 | $621.7K | 0.01% | +835+18.4% | Added |
| Moody National Bank Trust Division | 5,329 | $615.4K | 0.04% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 5,280 | $610.0K | 0.00% | +2,211+72.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $609.6K | 0.01% | −180−3.3% | Reduced |
| Monetary Management Group Inc | 5,250 | $606.3K | 0.19% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 5,245 | $605.6K | 0.08% | +273+5.5% | Added |
| Veriti Management LLC | 5,194 | $599.8K | 0.07% | +322+6.6% | Added |
| Coldstream Capital Management Inc | 5,178 | $598.0K | 0.02% | −299−5.5% | Reduced |
| Keybank National Association | 5,141 | $593.7K | 0.00% | −110−2.1% | Reduced |
| Ofi Invest Asset Management | 5,057 | $584.0K | 0.02% | −567,222−99.1% | Reduced |
| VELA Investment Management, LLC | 5,056 | $583.9K | 0.27% | 00.0% | Unchanged |
| Accuvest Global Advisors | 5,007 | $578.0K | 0.30% | +1,049+26.5% | Added |
| American Assets Inc | 5,000 | $577.4K | 0.26% | 00.0% | Unchanged |
| EJF Capital LLC | 5,000 | $577.4K | 0.27% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 4,994 | $576.8K | 0.20% | +4,994 | New |
| Alta Wealth Advisors LLC | 4,983 | $575.4K | 0.34% | +333+7.2% | Added |
| Profund Advisors LLC | 4,941 | $570.6K | 0.03% | −92−1.8% | Reduced |
| Castle Rock Wealth Management, LLC | 4,788 | $566.0K | 0.19% | −914−16.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,875 | $563.0K | 0.09% | +200+4.3% | Added |
| Boston Private Wealth LLC | 4,869 | $562.3K | 0.01% | −1,091−18.3% | Reduced |
| Highline Wealth Partners LLC | 4,842 | $559.2K | 0.35% | 00.0% | Unchanged |
| CWM, LLC | 4,804 | $555.0K | 0.00% | +794+19.8% | Added |
| Capstone Investment Advisors, LLC | 4,779 | $551.9K | 0.02% | −1,514−24.1% | Reduced |
| Triumph Capital Management | 4,741 | $547.5K | 0.25% | +4,741 | New |
| Oak Grove Capital LLC | 4,700 | $542.8K | 0.20% | +600+14.6% | Added |
| Stephens Inc | 4,679 | $540.3K | 0.01% | +321+7.4% | Added |
| Independent Financial Group, LLC | 4,654 | $537.5K | 0.04% | −751−13.9% | Reduced |
| Griffin Asset Management, Inc. | 4,625 | $534.1K | 0.07% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,618 | $533.0K | 0.02% | +196+4.4% | Added |
| Panagora Asset Management Inc | 4,540 | $524.3K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 4,530 | $523.0K | 0.00% | +1,249+38.1% | Added |
| Marshall Wace, LLP | 4,505 | $520.2K | 0.00% | −1,541−25.5% | Reduced |
| Evergreen Capital Management LLC | 4,498 | $519.4K | 0.02% | +4,498 | New |
| Jefferies Financial Group Inc. | 4,486 | $518.0K | 0.01% | +4,486 | New |
| Belpointe Asset Management LLC | 4,480 | $517.4K | 0.05% | −3,443−43.5% | Reduced |
| Diversified Trust Co | 4,457 | $514.7K | 0.02% | +2,266+103.4% | Added |
| Signaturefd, LLC | 4,454 | $514.3K | 0.01% | +115+2.7% | Added |
| Flagship Harbor Advisors, LLC | 4,453 | $514.2K | 0.04% | −10,182−69.6% | Reduced |
| Sigma Planning Corp | 4,439 | $512.6K | 0.02% | −1,293−22.6% | Reduced |
| CenterStar Asset Management, LLC | 4,351 | $502.7K | 0.46% | +1,262+40.9% | Added |
| Horizon Investments, LLC | 4,346 | $501.9K | 0.01% | −348−7.4% | Reduced |
| CWA Asset Management Group, LLC | 4,328 | $499.8K | 0.03% | +369+9.3% | Added |
| Fund Management at Engine No. 1 LLC | 4,254 | $491.3K | 0.09% | +290+7.3% | Added |
| Rossmore Private Capital | 4,200 | $485.0K | 0.07% | +4,200 | New |
| Wedmont Private Capital | 3,973 | $481.9K | 0.05% | +954+31.6% | Added |
| Brown, Lisle/Cummings, Inc. | 4,165 | $481.0K | 0.22% | +600+16.8% | Added |
| Morningstar Investment Management LLC | 4,099 | $473.0K | 0.06% | +1,157+39.3% | Added |
| CWM Advisors, LLC | 4,086 | $471.9K | 0.06% | −263−6.0% | Reduced |
| Resource Consulting Group Inc | 4,078 | $470.9K | 0.09% | +4,078 | New |
| Element Wealth, LLC | 4,069 | $470.0K | 0.33% | −148−3.5% | Reduced |
| Titleist Asset Management, LLC | 4,051 | $467.8K | 0.09% | −4,894−54.7% | Reduced |
| Eqis Capital Management, Inc. | 3,996 | $461.4K | 0.05% | −89−2.2% | Reduced |
| Colony Group LLC | 3,965 | $458.0K | 0.01% | +22+0.6% | Added |
| Optimum Investment Advisors | 3,961 | $457.4K | 0.22% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,946 | $455.7K | 0.02% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 3,942 | $455.2K | 0.21% | +35+0.9% | Added |
| Cigna Investments Inc | 3,944 | $455.0K | 0.08% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 3,936 | $454.6K | 0.31% | −158−3.9% | Reduced |
| MAI Capital Management | 3,889 | $449.2K | 0.01% | −971−20.0% | Reduced |
| Geller Advisors LLC | 3,873 | $447.3K | 0.06% | +3,873 | New |
| Pitcairn Co | 3,872 | $447.1K | 0.04% | +74+1.9% | Added |
| Oak Thistle LLC | 3,852 | $444.8K | 0.23% | +3,852 | New |
| Congress Wealth Management LLC | 3,852 | $444.8K | 0.01% | −2,096−35.2% | Reduced |
| HB Wealth Management, LLC | 3,806 | $439.5K | 0.01% | +1,343+54.5% | Added |
| MRP Capital Investments, LLC | 3,805 | $439.4K | 0.43% | −1,240−24.6% | Reduced |
| First National Bank of Omaha | 3,800 | $438.8K | 0.03% | −140−3.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 3,800 | $438.8K | 0.19% | +330+9.5% | Added |
| Beaumont Asset Management, L.L.C. | 3,794 | $438.1K | 0.33% | −70−1.8% | Reduced |
| Avantax Advisory Services, Inc. | 3,780 | $436.5K | 0.00% | −131−3.3% | Reduced |
| Gables Capital Management Inc. | 3,765 | $434.8K | 0.28% | +115+3.2% | Added |
| SageView Advisory Group, LLC | 3,753 | $433.4K | 0.02% | +181+5.1% | Added |
| IHT Wealth Management, LLC | 3,750 | $433.0K | 0.02% | −32−0.8% | Reduced |