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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 3,719 | $429.4K | 0.01% | +3,719 | New |
| RS Crum Inc. | 3,709 | $428.3K | 0.15% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,700 | $427.3K | 0.02% | −461−11.1% | Reduced |
| Alpha Cubed Investments, LLC | 3,685 | $425.5K | 0.03% | +100+2.8% | Added |
| Bessemer Securities LLC | 3,679 | $425.0K | 0.28% | −450−10.9% | Reduced |
| JDM Financial Group LLC | 3,674 | $424.2K | 0.37% | +28+0.8% | Added |
| Ghe, LLC | 3,652 | $421.7K | 0.28% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 3,629 | $419.1K | 0.06% | +1,215+50.3% | Added |
| Bradley Foster & Sargent Inc | 3,563 | $411.5K | 0.01% | +125+3.6% | Added |
| Wintrust Investments LLC | 3,563 | $411.0K | 0.04% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3,548 | $409.7K | 0.09% | +144+4.2% | Added |
| Steel Peak Wealth Management LLC | 3,521 | $406.6K | 0.02% | +3,521 | New |
| AdvisorShares Investments LLC | 3,483 | $402.2K | 0.12% | −78−2.2% | Reduced |
| We Are One Seven, LLC | 3,481 | $402.0K | 0.04% | −68−1.9% | Reduced |
| Prospera Financial Services Inc | 3,475 | $401.3K | 0.02% | −2,672−43.5% | Reduced |
| Insigneo Advisory Services, LLC | 3,461 | $399.7K | 0.08% | +574+19.9% | Added |
| Clarius Group, LLC | 3,457 | $399.2K | 0.03% | +29+0.8% | Added |
| Washington Trust Co | 3,455 | $399.0K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,412 | $394.1K | 0.01% | +991+40.9% | Added |
| Sage Investment Advisers LLC | 3,411 | $393.9K | 0.53% | −446−11.6% | Reduced |
| American Investment Services, Inc. | 3,405 | $393.2K | 0.08% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,396 | $392.2K | 0.03% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 3,394 | $391.9K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,389 | $391.3K | 0.01% | −244−6.7% | Reduced |
| Paradigm Financial Partners, LLC | 3,379 | $390.2K | 0.11% | −3−0.1% | Reduced |
| M Holdings Securities, Inc. | 3,365 | $389.0K | 0.08% | −4,618−57.8% | Reduced |
| Rothschild Investment Corp | 3,373 | $389.0K | 0.03% | −2,588−43.4% | Reduced |
| Harbor Investment Advisory, LLC | 3,367 | $388.9K | 0.05% | −383−10.2% | Reduced |
| Element Pointe Advisors, LLC | 3,333 | $384.9K | 0.12% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 3,329 | $384.5K | 0.10% | +40+1.2% | Added |
| Kestra Advisory Services, LLC | 3,312 | $382.5K | 0.00% | +3,312 | New |
| Trust Co of Vermont | 3,309 | $382.1K | 0.02% | −867−20.8% | Reduced |
| ORG Partners LLC | 3,262 | $381.4K | 0.06% | +3,262 | New |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $381.1K | 0.14% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 3,297 | $381.0K | 0.14% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,278 | $378.5K | 0.05% | −87−2.6% | Reduced |
| Asset Management Resources, LLC | 3,277 | $378.4K | 0.23% | +30+0.9% | Added |
| Lazari Capital Management, Inc. | 3,268 | $377.4K | 0.21% | +3,268 | New |
| Resources Investment Advisors, LLC. | 3,254 | $375.7K | 0.01% | −232−6.7% | Reduced |
| Qtron Investments LLC | 3,251 | $375.4K | 0.07% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,250 | $375.3K | 0.03% | −190−5.5% | Reduced |
| Ballentine Partners, LLC | 3,220 | $371.8K | 0.01% | +83+2.6% | Added |
| Schulhoff & Co Inc | 3,203 | $369.9K | 0.17% | +3+0.1% | Added |
| Wellington Shields & Co., LLC | 3,200 | $369.5K | 0.09% | −2,500−43.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 3,102 | $358.2K | 0.16% | +3,102 | New |
| Cohen Klingenstein LLC | 3,100 | $358.0K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 3,093 | $357.2K | 0.10% | −3,725−54.6% | Reduced |
| Johnson Investment Counsel Inc | 3,083 | $356.0K | 0.00% | −216−6.5% | Reduced |
| Sequoia Financial Advisors, LLC | 3,070 | $354.6K | 0.01% | +459+17.6% | Added |
| Alps Advisors Inc | 3,042 | $351.3K | 0.00% | −374−10.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,032 | $350.2K | 0.03% | −150−4.7% | Reduced |
| Lederer & Associates Investment Counsel | 3,035 | $350.0K | 0.26% | −97−3.1% | Reduced |
| Quadrant Capital Group LLC | 3,025 | $349.3K | 0.03% | −506−14.3% | Reduced |
| CAPROCK Group, Inc. | 3,008 | $347.4K | 0.03% | −689−18.6% | Reduced |
| Shell Asset Management Co | 3,003 | $347.0K | 0.01% | −44−1.4% | Reduced |
| Westover Capital Advisors, LLC | 3,000 | $346.4K | 0.12% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 3,000 | $346.4K | 0.29% | +500+20.0% | Added |
| First Dallas Securities Inc. | 3,000 | $346.0K | 0.19% | −750−20.0% | Reduced |
| Moors & Cabot, Inc. | 2,981 | $344.2K | 0.02% | −29−1.0% | Reduced |
| Maven Securities LTD | 2,974 | $343.4K | 0.05% | −10,755−78.3% | Reduced |
| Ritholtz Wealth Management | 2,974 | $343.4K | 0.02% | +364+13.9% | Added |
| First National Bank Sioux Falls | 2,965 | $342.4K | 0.22% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 2,958 | $341.5K | 0.21% | −97−3.2% | Reduced |
| Desjardins Global Asset Management Inc. | 2,926 | $337.9K | 0.04% | +703+31.6% | Added |
| Schechter Investment Advisors, LLC | 2,922 | $337.4K | 0.03% | +958+48.8% | Added |
| Inspire Advisors, LLC | 2,911 | $336.2K | 0.06% | +528+22.2% | Added |
| Coco Enterprises, LLC | 2,863 | $330.6K | 0.25% | −77−2.6% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 2,860 | $330.3K | 0.26% | −1,949−40.5% | Reduced |
| Schnieders Capital Management LLC | 2,848 | $328.9K | 0.07% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2,844 | $328.0K | 0.08% | −83−2.8% | Reduced |
| Octavia Wealth Advisors, LLC | 2,835 | $327.4K | 0.07% | +28+1.0% | Added |
| Market Street Wealth Management Advisors LLC | 2,823 | $326.0K | 0.08% | −24−0.8% | Reduced |
| Washington Trust Bank | 2,821 | $325.8K | 0.03% | +233+9.0% | Added |
| Intrua Financial, LLC | 2,812 | $324.7K | 0.06% | +26+0.9% | Added |
| Good Life Advisors, LLC | 2,775 | $320.5K | 0.04% | −501−15.3% | Reduced |
| Bard Financial Services, Inc. | 2,750 | $317.6K | 0.02% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 2,735 | $314.3K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 2,716 | $313.6K | 0.03% | −157−5.5% | Reduced |
| Cornerstone Advisory, LLC | 2,716 | $313.6K | 0.06% | −2−0.1% | Reduced |
| Autumn Glory Partners, LLC | 2,710 | $313.0K | 0.23% | +2,710 | New |
| Monument Capital Management | 2,709 | $312.9K | 0.10% | +2,709 | New |
| Conning Inc. | 2,688 | $310.4K | 0.01% | −330−10.9% | Reduced |
| O'Rourke & Company, Inc | 2,657 | $307.0K | 0.22% | +4+0.2% | Added |
| Umb Bank N A | 2,640 | $304.9K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2,602 | $301.0K | 0.08% | −149−5.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,604 | $301.0K | 0.04% | +6+0.2% | Added |
| Trust Co | 2,603 | $300.6K | 0.04% | +1,048+67.4% | Added |
| Gamco Investors, Inc. Et Al | 2,580 | $297.9K | 0.00% | +2,580 | New |
| Deseret Mutual Benefit Administrators | 2,576 | $297.5K | 0.12% | −30−1.2% | Reduced |
| Comerica Securities,inc. | 2,570 | $296.8K | 0.02% | +8+0.3% | Added |
| Dorsey & Whitney Trust CO LLC | 2,546 | $294.0K | 0.02% | +579+29.4% | Added |
| Proficio Capital Partners LLC | 2,532 | $292.4K | 0.04% | −26−1.0% | Reduced |
| Tiaa, FSB | 2,531 | $292.3K | 0.00% | −208−7.6% | Reduced |
| Renasant Bank | 2,528 | $291.9K | 0.24% | −3,454−57.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,525 | $291.6K | 0.02% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,377 | $291.1K | 0.25% | +73+3.2% | Added |
| Intrust Bank NA | 2,503 | $289.0K | 0.04% | −30−1.2% | Reduced |
| Welch Group, LLC | 2,502 | $289.0K | 0.02% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 2,500 | $288.7K | 0.13% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,490 | $287.6K | 0.16% | +234+10.4% | Added |