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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

Q3 2023 vs. Q2 2023

How the institutions holding Simon Property Group Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of SPG: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders9886985+3
Shares284.7M197.5K287.0M+2.55M (+0.9%)
Value$32.9B$22.8M$31.0B−$1.81B (−5.5%)

6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (85)

Institutions that held Simon Property Group Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to SPG in Q3 2023
InstitutionSharesValue% of portfolio
First Republic Investment Management, Inc.642,625$69.4M0.20%
Pictet Asset Management Holding SA192,956$20.8M0.03%
QRG Capital Management, Inc.148,836$16.1M0.28%
Payden & Rygel Investment Group95,050$10.3M0.81%
Tudor Investment Corp Et Al46,815$5.06M0.07%
Vident Advisory, LLC44,376$4.79M0.15%
Wealth Enhancement Advisory Services, LLC34,993$3.78M0.01%
Advent Capital Management30,000$3.24M0.08%
Envestnet Portfolio Solutions, Inc.23,268$2.51M0.01%
Two Sigma Securities, LLC15,221$1.64M0.08%
Gsa Capital Partners LLP13,826$1.49M0.13%
Diligent Investors, LLC12,943$1.40M0.43%
Virtu Financial LLC10,279$1.11M0.11%
Man Group plc–$1.07M0.00%
Radnor Capital Management, LLC9,488$1.02M0.20%
XTX Topco Ltd9,361$1.01M0.17%
Walleye Trading LLC9,329$1.01M0.02%
Connor, Clark & Lunn Investment Management Ltd.9,001$972.4K0.01%
GeoWealth Management, LLC8,926$964.0K0.11%
Bedel Financial Consulting Inc8,036$868.1K0.18%
Nan Shan Life Insurance Co., Ltd.7,229$780.9K0.02%
Yelin Lapidot Holdings Management Ltd.7,150$778.1K0.19%
DRW Securities, LLC6,248$675.0K0.05%
Qube Research & Technologies Ltd5,401$583.5K0.00%
Jamison Private Wealth Management, Inc.5,034$543.8K0.11%
Walleye Capital LLC4,601$497.0K0.01%
CIBC Private Wealth Group, LLC4,321$466.8K0.00%
Fox Run Management, L.L.C.4,319$466.6K0.14%
FDx Advisors, Inc.4,283$463.0K0.04%
Strategic Advocates LLC4,072$439.9K0.21%
InTrack Investment Management Inc3,857$416.7K0.37%
Advanced Portfolio Management, LLC3,793$409.8K0.36%
Syon Capital LLC3,488$376.8K0.05%
Ellevest, Inc.3,466$374.4K0.03%
Reuter James Wealth Management, LLC3,225$348.4K0.26%
CSS LLC3,100$334.9K0.03%
Axxcess Wealth Management, LLC3,100$334.9K0.01%
Banco Santander, S.A.3,036$328.0K0.00%
NEOS Investment Management LLC3,009$325.1K0.04%
Pathway Financial Advisers, LLC2,993$323.4K0.13%
NBC Securities, Inc.2,879$310.0K0.03%
Hennion & Walsh Asset Management, Inc.2,616$282.6K0.02%
Larson Financial Group LLC2,542$274.6K0.03%
Kapitalo Investimentos Ltda2,532$273.5K0.04%
Quantitative Investment Management, LLC2,469$266.0K0.04%
Tiaa Trust, National Association2,461$265.9K0.00%
Financial Advisors Network, Inc.2,310$249.6K0.06%
White Pine Capital LLC2,105$227.4K0.09%
Bluefin Capital Management, LLC2,100$226.9K0.02%
EHP Funds Inc.2,100$226.9K0.11%
Machina Capital S.A.S.2,092$226.0K0.13%
IFG Advisory, LLC2,002$216.3K0.02%
Atlas Private Wealth Advisors2,000$216.1K0.04%
Horan Capital Advisors, LLC.1,975$213.4K0.09%
Dana Investment Advisors, Inc.1,877$202.8K0.01%
V-Square Quantitative Management LLC1,755$189.6K0.08%
ING Groep NV781$84.4K0.00%
Elequin Capital LP659$70.9K0.01%
Hantz Financial Services, Inc.594$64.0K0.00%
Marathon Trading Investment Management LLC462$49.9K0.04%
GHP Investment Advisors, Inc.411$44.0K0.00%
Householder Group Estate & Retirement Specialist, LLC344$37.2K0.01%
Annis Gardner Whiting Capital Advisors, LLC305$33.0K0.02%
West Tower Group, LLC296$32.0K0.02%
State of Wyoming243$26.3K0.01%
Arlington Trust Co LLC233$25.2K0.01%
Legacy Financial Group LLC219$23.7K0.01%
Venturi Wealth Management, LLC163$17.6K0.00%
Headinvest, LLC160$16.7K0.00%
Cedar Mountain Advisors, LLC125$13.5K0.00%
Cutler Group LP100$10.0K0.00%
JNBA Financial Advisors87$9.40K0.00%
Rogco, LP75$8.10K0.00%
Trifecta Capital Advisors, LLC68$7.35K0.00%
NewSquare Capital LLC51$5.51K0.00%
Colonial Trust Co40$4.32K0.00%
Salomon & Ludwin, LLC20$2.16K0.00%
Macroview Investment Management LLC16$1.73K0.00%
Financial Synergies Wealth Advisors, Inc.7$7570.00%
Semmax Financial Advisors Inc.5$5880.00%
Tortoise Investment Management, LLC4$4320.00%
Cornerstone Planning Group LLC4$4320.00%
Spartan Planning & Wealth Management3$3240.00%
Raleigh Capital Management Inc.3$3000.00%
GoalVest Advisory LLC2$2160.00%

Sold out (82)

Institutions that held Simon Property Group Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of SPG in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
TCM Advisors, LLC–$46.2M
Weiss Multi-Strategy Advisers LLC303,292$35.0M
Renaissance Technologies LLC208,993$24.1M
Point72 Asset Management, L.P.120,416$13.9M
Andra AP-fonden77,700$8.97M
Ergoteles LLC72,177$8.34M
Vident Investment Advisory, LLC43,789$5.06M
Mitchell Capital Management Co40,108$4.63M
Penn Mutual Asset Management, LLC30,240$3.49M
Meeder Asset Management Inc29,236$3.38M
Elevatus Welath Management26,530$3.06M
DuPont Capital Management Corp18,435$2.13M
Redwood Investment Management, LLC17,497$2.02M
Paloma Partners Management Co15,301$1.77M
PCG Wealth Advisors, LLC14,067$1.62M
Veritable, L.P.11,971$1.38M
Canandaigua National Bank & Trust Co10,808$1.25M
Glassy Mountain Advisors, Inc.10,069$1.16M
Group One Trading, L.P.8,244$952.0K
Arete Wealth Advisors, LLC6,431$743.0K
Congress Asset Management Co6,080$702.1K
Ascent Group, LLC5,655$672.9K
Triumph Capital Management4,741$547.5K
Jefferies Financial Group Inc.4,486$518.0K
Diversified Trust Co4,457$514.7K
CenterStar Asset Management, LLC4,351$502.7K
Oak Thistle LLC3,852$444.8K
AdvisorShares Investments LLC3,483$402.2K
Prospera Financial Services Inc3,475$401.3K
Paradigm Financial Partners, LLC3,379$390.2K
M Holdings Securities, Inc.3,365$389.0K
Element Pointe Advisors, LLC3,333$384.9K
Kestra Advisory Services, LLC3,312$382.5K
First Dallas Securities Inc.3,000$346.0K
KB Financial Partners, LLC2,602$301.0K
Gamco Investors, Inc. Et Al2,580$297.9K
Renasant Bank2,528$291.9K
Cipher Capital LP2,375$274.3K
Worth Venture Partners, LLC2,350$271.4K
Hoxton Planning & Management, LLC2,119$244.7K
CTC Alternative Strategies, Ltd.2,085$240.8K
Fiduciary Trust Co2,026$234.0K
Empower Advisory Group, LLC1,982$228.9K
My Legacy Advisors, LLC1,850$225.4K
J.W. Cole Advisors, Inc.1,893$218.7K
Cladis Investment Advisory, LLC2,100$218.2K
NBT Bank N A1,873$216.3K
Rooted Wealth Advisors, Inc.1,816$215.0K
Vicus Capital1,845$213.1K
Buckingham Strategic Wealth, LLC1,821$210.3K
Cabot Wealth Management Inc1,820$210.0K
Jackson Hole Capital Partners, LLC1,810$209.0K
Clearwater Capital Advisors, LLC1,800$207.9K
Carnegie Capital Asset Management, LLC1,794$207.2K
Strategic Wealth Designers1,743$201.3K
Ridgewood Investments LLC1,739$200.8K
Dividend Assets Capital, LLC1,600$185.0K
Simplex Trading, LLC1,289$148.0K
Newbridge Financial Services Group, Inc.1,136$131.1K
Options Solutions, LLC905$104.5K
Stelac Advisory Services LLC881$101.7K
Centaurus Financial, Inc.864$100.0K
Pinnacle Bancorp, Inc.852$98.4K
Activest Wealth Management1,047$93.8K
CVA Family Office, LLC543$62.7K
Rain Capital Management, LLC178$20.6K
Fairfield, Bush & Co.142$16.4K
Horan Securities, Inc.119$13.7K
Liberty One Investment Management, LLC102$11.8K
Ancora Advisors, LLC97$11.2K
Fiduciary Alliance LLC87$10.0K
Harel Insurance Investments & Financial Services Ltd.75$9.00K
Coppell Advisory Solutions LLC56$6.43K
Westside Investment Management, Inc.50$5.85K
Caldwell Trust Co40$4.62K
Bollard Group LLC30$3.00K
Safeguard Financial, LLC26$3.00K
Y.D. More Investments Ltd20$2.31K
HM Payson & Co17$1.96K
Tompkins Financial Corp15$1.73K
ICA Group Wealth Management, LLC11$1.27K
Psagot Value Holdings Ltd. / (Israel)5$1.00K

Not filed for Q3 2023 yet (6)

Institutions that held Simon Property Group Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SPG in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA187,902$21.7M
Tiaa, FSB2,531$292.3K
EA Series Trust2,294$264.9K
BDO Wealth Advisors, LLC1,863$215.2K
Kistler-Tiffany Companies, LLC1,549$178.9K
First Capital Advisors Group, LLC.1,381$159.5K