Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
In the last 90 days, Simon Property Group Inc. insiders filed 11 open-market purchases and 0 sales; 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 |
|---|---|---|---|---|---|
| RMR Wealth Builders | 2,483 | $286.7K | 0.05% | +7+0.3% | Added |
| Rehmann Capital Advisory Group | 2,438 | $281.6K | 0.03% | +10.0% | Added |
| Regions Financial Corp | 2,437 | $281.4K | 0.00% | −965−28.4% | Reduced |
| Stratos Wealth Advisors, LLC | 2,431 | $280.8K | 0.02% | +15+0.6% | Added |
| Lafayette Investments, Inc. | 2,425 | $280.0K | 0.07% | 00.0% | Unchanged |
| Renaissance Group LLC | 2,413 | $278.7K | 0.01% | +227+10.4% | Added |
| Silverleafe Capital Partners, LLC | 2,400 | $277.2K | 0.17% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 2,400 | $277.2K | 0.03% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 2,400 | $277.2K | 0.25% | +2,400 | New |
| Graypoint LLC | 2,398 | $277.0K | 0.03% | +424+21.5% | Added |
| Proequities, Inc. | 2,379 | $274.7K | 0.02% | +51+2.2% | Added |
| Cipher Capital LP | 2,375 | $274.3K | 0.05% | +2,375 | New |
| PFG Investments, LLC | 2,365 | $273.1K | 0.05% | +113+5.0% | Added |
| Worth Venture Partners, LLC | 2,350 | $271.4K | 0.15% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 2,350 | $271.4K | 0.04% | +40+1.7% | Added |
| Waddell & Associates, LLC | 2,337 | $269.9K | 0.04% | −415−15.1% | Reduced |
| Stock Yards Bank & Trust Co | 2,335 | $269.6K | 0.01% | −130−5.3% | Reduced |
| Lincoln National Corp | 2,329 | $269.0K | 0.01% | −107−4.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,300 | $265.6K | 0.05% | 00.0% | Unchanged |
| Empowered Funds, LLC | 2,294 | $264.9K | 0.01% | +2,294 | New |
| EA Series Trust | 2,294 | $264.9K | 0.01% | +2,294 | New |
| Harvest Portfolios Group Inc. | 2,289 | $264.3K | 0.01% | +197+9.4% | Added |
| Simmons Bank | 2,282 | $263.5K | 0.02% | −5,361−70.1% | Reduced |
| Manchester Capital Management LLC | 2,279 | $263.2K | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,276 | $262.8K | 0.03% | −141−5.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,273 | $262.5K | 0.00% | −3,830−62.8% | Reduced |
| Stratos Wealth Partners, LTD. | 2,258 | $260.8K | 0.01% | −557−19.8% | Reduced |
| Strategic Financial Concepts, LLC | 2,252 | $260.1K | 0.10% | −83−3.6% | Reduced |
| Summit Trail Advisors, LLC | 2,251 | $260.0K | 0.01% | +2,251 | New |
| Malaga Cove Capital, LLC | 2,251 | $259.9K | 0.12% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 2,250 | $259.8K | 0.14% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 2,231 | $257.6K | 0.08% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 2,228 | $257.3K | 0.08% | +2,228 | New |
| GTS Securities LLC | 2,224 | $256.8K | 0.01% | +2,224 | New |
| Novare Capital Management LLC | 2,210 | $255.2K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 2,207 | $254.9K | 0.00% | −32−1.4% | Reduced |
| Balentine LLC | 2,185 | $252.3K | 0.01% | +281+14.8% | Added |
| Walter & Keenan Financial Consulting Co | 2,178 | $251.5K | 0.09% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 2,172 | $250.8K | 0.03% | −1,629−42.9% | Reduced |
| Whalerock Point Partners, LLC | 2,165 | $250.0K | 0.08% | +46+2.2% | Added |
| Viawealth, LLC | 2,151 | $248.3K | 0.19% | +21+1.0% | Added |
| Affinity Wealth Management LLC | 2,145 | $247.7K | 0.06% | +160+8.1% | Added |
| Sentry Investment Management LLC | 2,141 | $247.0K | 0.09% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 2,125 | $245.4K | 0.17% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 2,119 | $244.7K | 0.15% | −113−5.1% | Reduced |
| Stiles Financial Services Inc | 2,097 | $242.2K | 0.12% | −119−5.4% | Reduced |
| Shelton Capital Management | 2,085 | $240.8K | 0.01% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 2,085 | $240.8K | 0.30% | +2,085 | New |
| Oxford Financial Group Ltd | 2,082 | $240.5K | 0.02% | +101+5.1% | Added |
| Manchester Financial Inc | 2,066 | $238.6K | 0.07% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2,053 | $237.1K | 0.01% | +2,053 | New |
| Rockland Trust Co | 2,050 | $236.7K | 0.01% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 2,047 | $236.4K | 0.18% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 2,032 | $234.7K | 0.02% | −176−8.0% | Reduced |
| Fiduciary Trust Co | 2,026 | $234.0K | 0.00% | −5,519−73.1% | Reduced |
| Edmp, Inc. | 2,012 | $232.3K | 0.22% | −73−3.5% | Reduced |
| American State Bank (Iowa) | 1,982 | $228.9K | 0.16% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,982 | $228.9K | 0.00% | −66−3.2% | Reduced |
| Resonant Capital Advisors, LLC | 1,980 | $228.7K | 0.02% | +1,980 | New |
| Regent Peak Wealth Advisors LLC | 1,964 | $226.8K | 0.07% | −5−0.3% | Reduced |
| My Legacy Advisors, LLC | 1,850 | $225.4K | 0.09% | +20+1.1% | Added |
| NorthRock Partners, LLC | 1,932 | $223.1K | 0.02% | +64+3.4% | Added |
| Apollon Wealth Management, LLC | 1,915 | $221.1K | 0.01% | −272−12.4% | Reduced |
| Lakeview Capital Partners, LLC | 1,897 | $219.1K | 0.04% | +1,897 | New |
| J.W. Cole Advisors, Inc. | 1,893 | $218.7K | 0.02% | −1,607−45.9% | Reduced |
| Cladis Investment Advisory, LLC | 2,100 | $218.2K | 0.19% | −100−4.5% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 1,879 | $217.0K | 0.11% | 00.0% | Unchanged |
| NBT Bank N A | 1,873 | $216.3K | 0.03% | −27−1.4% | Reduced |
| American National Bank | 1,868 | $215.7K | 0.04% | +1,500+407.6% | Added |
| BDO Wealth Advisors, LLC | 1,863 | $215.2K | 0.02% | +220+13.4% | Added |
| Rooted Wealth Advisors, Inc. | 1,816 | $215.0K | 0.14% | +1,816 | New |
| Legacy Financial Advisors, Inc. | 1,852 | $213.8K | 0.04% | +1,852 | New |
| Heritage Trust Co | 1,849 | $213.5K | 0.03% | +1,849 | New |
| Vicus Capital | 1,845 | $213.1K | 0.02% | −43−2.3% | Reduced |
| Mission Wealth Management, LP | 1,843 | $212.8K | 0.01% | −61−3.2% | Reduced |
| Herbst Group, LLC | 1,840 | $212.5K | 0.15% | −200−9.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,821 | $210.3K | 0.00% | −1,199−39.7% | Reduced |
| Cabot Wealth Management Inc | 1,820 | $210.0K | 0.03% | −25−1.4% | Reduced |
| Jackson Hole Capital Partners, LLC | 1,810 | $209.0K | 0.06% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 1,800 | $207.9K | 0.02% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,794 | $207.2K | 0.01% | −276−13.3% | Reduced |
| Strategic Wealth Designers | 1,743 | $201.3K | 0.03% | −782−31.0% | Reduced |
| North Star Investment Management Corp. | 1,740 | $200.9K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,739 | $200.8K | 0.11% | +200+13.0% | Added |
| Paradigm Asset Management Co LLC | 1,635 | $188.8K | 0.05% | −7,810−82.7% | Reduced |
| Dividend Assets Capital, LLC | 1,600 | $185.0K | 0.04% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,549 | $178.9K | 0.03% | +2+0.1% | Added |
| First Horizon Advisors, Inc. | 1,521 | $175.6K | 0.01% | −137−8.3% | Reduced |
| Howard Capital Management Group, LLC | 1,490 | $172.1K | 0.02% | +1,490 | New |
| First Capital Advisors Group, LLC. | 1,381 | $159.5K | 0.08% | +1,381 | New |
| Credential Qtrade Securities Inc. | 1,356 | $156.6K | 0.01% | +779+135.0% | Added |
| Harvest Fund Management Co., Ltd | 1,350 | $156.0K | 0.03% | −459−25.4% | Reduced |
| Clear Street Markets LLC | 1,327 | $153.0K | 0.06% | −415−23.8% | Reduced |
| Simplex Trading, LLC | 1,289 | $148.0K | 0.01% | +1,289 | New |
| Logan Capital Management Inc | 1,272 | $146.9K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,245 | $143.8K | 0.00% | −110−8.1% | Reduced |
| Massmutual Trust Co FSB | 1,208 | $139.5K | 0.01% | +392+48.0% | Added |
| Newbridge Financial Services Group, Inc. | 1,136 | $131.1K | 0.06% | −370−24.6% | Reduced |
| Ninepoint Partners LP | 1,134 | $131.0K | 0.02% | −238−17.3% | Reduced |
| Thompson Investment Management, Inc. | 1,129 | $130.4K | 0.02% | −2−0.2% | Reduced |