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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 1,122 | $129.6K | 0.01% | −30−2.6% | Reduced |
| MV Capital Management, Inc. | 1,113 | $128.5K | 0.02% | +64+6.1% | Added |
| Motco | 1,062 | $122.6K | 0.01% | +38+3.7% | Added |
| Tobam | 1,059 | $122.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,010 | $116.6K | 0.00% | +272+36.9% | Added |
| Rowland & Co Investment Counsel | 1,000 | $115.5K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 1,000 | $115.5K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $115.5K | 0.06% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,000 | $115.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,000 | $115.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 995 | $114.9K | 0.04% | −50−4.8% | Reduced |
| Harbour Investments, Inc. | 968 | $111.8K | 0.01% | +255+35.8% | Added |
| Options Solutions, LLC | 905 | $104.5K | 0.10% | +905 | New |
| Ci Investments Inc. | 898 | $104.0K | 0.00% | +39+4.5% | Added |
| AllSquare Wealth Management LLC | 1,001 | $103.6K | 0.07% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 881 | $101.7K | 0.05% | −327−27.1% | Reduced |
| Centaurus Financial, Inc. | 864 | $100.0K | 0.01% | +864 | New |
| Pinnacle Bancorp, Inc. | 852 | $98.4K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 821 | $94.8K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 1,047 | $93.8K | 0.07% | +662+171.9% | Added |
| Bokf, NA | 808 | $93.3K | 0.00% | −33−3.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 800 | $92.4K | 0.00% | −344−30.1% | Reduced |
| Concord Wealth Partners | 796 | $91.9K | 0.02% | +24+3.1% | Added |
| Tradition Wealth Management, LLC | 784 | $91.0K | 0.01% | +5+0.6% | Added |
| Private Trust Co NA | 776 | $89.6K | 0.01% | +505+186.3% | Added |
| Clearstead Advisors, LLC | 739 | $85.3K | 0.01% | −105−12.4% | Reduced |
| Montag A & Associates Inc | 702 | $81.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 705 | $81.0K | 0.00% | −16−2.2% | Reduced |
| First Financial Corp | 670 | $77.4K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 666 | $76.9K | 0.02% | +5+0.8% | Added |
| Laffer Tengler Investments | 629 | $72.6K | 0.02% | +629 | New |
| Register Financial Advisors LLC | 628 | $72.5K | 0.05% | −498−44.2% | Reduced |
| Systematic Alpha Investments, LLC | 614 | $70.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 600 | $69.3K | 0.01% | −4,524−88.3% | Reduced |
| Farmers & Merchants Investments Inc | 598 | $69.1K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 582 | $67.0K | 0.00% | −516−47.0% | Reduced |
| Capital Analysts, LLC | 583 | $67.0K | 0.00% | +6+1.0% | Added |
| Delta Asset Management LLC | 579 | $66.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 543 | $62.7K | 0.01% | −69−11.3% | Reduced |
| Missouri Trust & Investment Co | 505 | $58.3K | 0.03% | +500+10,000.0% | Added |
| PFS Partners, LLC | 500 | $57.7K | 0.05% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 487 | $56.3K | 0.01% | −39−7.4% | Reduced |
| Hexagon Capital Partners LLC | 471 | $54.4K | 0.01% | +1+0.2% | Added |
| VisionPoint Advisory Group, LLC | 457 | $52.7K | 0.02% | +457 | New |
| Salem Investment Counselors Inc | 443 | $51.2K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 432 | $49.9K | 0.01% | −19−4.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 412 | $48.0K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 400 | $46.2K | 0.03% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 380 | $46.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 390 | $45.1K | 0.00% | −61−13.5% | Reduced |
| Quent Capital, LLC | 386 | $44.6K | 0.01% | +2+0.5% | Added |
| Hoey Investments, Inc | 375 | $43.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 383 | $43.0K | 0.00% | −197−34.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 356 | $41.1K | 0.02% | +49+16.0% | Added |
| Baker Avenue Asset Management, LP | 352 | $40.7K | 0.00% | −488−58.1% | Reduced |
| Nordwand Advisors, LLC | 346 | $40.0K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 345 | $39.8K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 344 | $39.7K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 343 | $39.7K | 0.00% | +5+1.5% | Added |
| Anchor Investment Management, LLC | 325 | $37.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 321 | $37.1K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 314 | $36.3K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 310 | $35.8K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 310 | $35.8K | 0.02% | +10+3.3% | Added |
| West Branch Capital LLC | 305 | $35.2K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 302 | $34.9K | 0.00% | +302 | New |
| Financial Freedom, LLC | 286 | $33.0K | 0.02% | +55+23.8% | Added |
| Muzinich & Co., Inc. | 285 | $32.9K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 280 | $32.0K | 0.00% | +232+483.3% | Added |
| Creative Financial Designs Inc | 267 | $30.9K | 0.00% | +75+39.1% | Added |
| Kozak & Associates, Inc. | 258 | $30.2K | 0.01% | +8+3.2% | Added |
| PSI Advisors, LLC | 255 | $29.4K | 0.01% | +255 | New |
| Cambridge Trust Co | 250 | $28.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 247 | $28.5K | 0.01% | +33+15.4% | Added |
| Tyler-Stone Wealth Management | 238 | $27.0K | 0.02% | +238 | New |
| Arlington Partners LLC | 233 | $26.9K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 228 | $26.4K | 0.02% | −95−29.4% | Reduced |
| HHM Wealth Advisors, LLC | 226 | $26.1K | 0.00% | −49−17.8% | Reduced |
| Valley National Advisers Inc | 225 | $26.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 233 | $26.0K | 0.02% | +73+45.6% | Added |
| Nemes Rush Group LLC | 225 | $26.0K | 0.00% | +225 | New |
| Farther Finance Advisors, LLC | 218 | $25.2K | 0.01% | +9+4.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 214 | $24.7K | 0.00% | +2+0.9% | Added |
| Brown Brothers Harriman & Co | 212 | $24.5K | 0.00% | −104−32.9% | Reduced |
| New England Capital Financial Advisors LLC | 200 | $23.1K | 0.02% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 197 | $22.0K | 0.01% | −220−52.8% | Reduced |
| Rain Capital Management, LLC | 178 | $20.6K | 0.02% | −5−2.7% | Reduced |
| Earnest Partners LLC | 178 | $20.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 173 | $20.0K | 0.00% | −303−63.7% | Reduced |
| Atlas Capital Advisors LLC | 163 | $18.8K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 157 | $18.1K | 0.01% | +81+106.6% | Added |
| Column Capital Advisors, LLC | 155 | $17.9K | 0.00% | +3+2.0% | Added |
| Atwood & Palmer Inc | 155 | $17.9K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 153 | $17.7K | 0.02% | +153 | New |
| Boyd Watterson Asset Management LLC | 153 | $17.7K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $17.3K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 146 | $16.9K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 145 | $16.7K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 144 | $16.7K | 0.00% | +4+2.9% | Added |