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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, Q3 2023

Institutional positions in Simon Property Group Inc. as of Sep 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
985
+3 vs. Q2 2023
Shares held
287.0M
+2.55M (+0.9%) vs. Q2 2023
Total value
$31.0B
−$1.81B (−5.5%) vs. Q2 2023
New holders
85
351 more added
Sold out
82
360 more reduced

6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 985 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ3 2023: $31.0B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$32.7B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q2 2023.

Institutions holding SPG in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Centerpoint Advisors, LLC3$00.00%00.0%Unchanged
SOA Wealth Advisors, LLC.1$1080.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC2$2160.00%00.0%Unchanged
GoalVest Advisory LLC2$2160.00%+2New
Raleigh Capital Management Inc.3$3000.00%+3New
Spartan Planning & Wealth Management3$3240.00%+3New
Sofos Investments, Inc.3$3350.00%−112−97.4%Reduced
Tortoise Investment Management, LLC4$4320.00%+4New
Cornerstone Planning Group LLC4$4320.00%+4New
Wolff Wiese Magana LLC5$5410.00%00.0%Unchanged
Semmax Financial Advisors Inc.5$5880.00%+5New
Cape Investment Advisory, Inc.6$6480.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.7$7570.00%+7New
Delos Wealth Advisors, LLC8$9080.00%00.0%Unchanged
USA Financial Portformulas Corp9$9720.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC9$9730.00%00.0%Unchanged
Avion Wealth19$1.00K0.00%+7+58.3%Added
Versant Capital Management, Inc12$1.30K0.00%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.13$1.39K0.00%−33,131−100.0%Reduced
TFC Financial Management14$1.51K0.00%00.0%Unchanged
Macroview Investment Management LLC16$1.73K0.00%+16New
Prestige Wealth Management Group LLC18$1.95K0.00%00.0%Unchanged
ClariVest Asset Management LLC18$2.00K0.00%+4+28.6%Added
Archer Investment Corp20$2.16K0.00%00.0%Unchanged
Salomon & Ludwin, LLC20$2.16K0.00%+20New
MCF Advisors LLC22$2.38K0.00%00.0%Unchanged
Red Tortoise LLC23$2.48K0.00%00.0%Unchanged
Jones Financial Companies LLLP24$2.59K0.00%00.0%Unchanged
Eagle Bay Advisors LLC24$2.59K0.00%00.0%Unchanged
Gradient Investments LLC25$2.67K0.00%+6+31.6%Added
Tucker Asset Management LLC25$2.70K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC29$3.13K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC30$3.24K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC31$3.35K0.00%00.0%Unchanged
Creative Capital Management Investments LLC33$3.56K0.00%00.0%Unchanged
Raffa Wealth Management, LLC34$3.67K0.00%00.0%Unchanged
Silicon Valley Capital Partners36$3.91K0.00%−1−2.7%Reduced
VitalStone Financial, LLC31$4.00K0.00%−166−84.3%Reduced
Jackson, Grant Investment Advisers, Inc.38$4.11K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC39$4.21K0.00%00.0%Unchanged
Independence Bank of Kentucky40$4.32K0.00%00.0%Unchanged
Colonial Trust Co40$4.32K0.00%+40New
Sittner & Nelson, LLC44$4.75K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC45$4.86K0.00%−112−71.3%Reduced
WR Wealth Planners, LLC46$4.97K0.00%00.0%Unchanged
Arrow Financial Corp50$5.40K0.00%00.0%Unchanged
Costello Asset Management, INC50$5.40K0.00%+5+11.1%Added
NewSquare Capital LLC51$5.51K0.00%+51New
Oakworth Capital, Inc.52$5.62K0.00%00.0%Unchanged
Lee Financial Co53$5.73K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC56$6.05K0.00%00.0%Unchanged
Adirondack Trust Co66$7.13K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC68$7.35K0.00%+68New
FinTrust Capital Advisors, LLC70$7.56K0.00%−30−30.0%Reduced
Bogart Wealth, LLC72$7.78K0.00%+16+28.6%Added
Asset Dedication, LLC73$8.00K0.00%+70+2,333.3%Added
Rogco, LP75$8.10K0.00%+75New
1832 Asset Management L.P.76$8.21K0.00%−2−2.6%Reduced
Center for Financial Planning, Inc.76$8.21K0.00%00.0%Unchanged
Colonial Trust Advisors84$9.07K0.00%00.0%Unchanged
JNBA Financial Advisors87$9.40K0.00%+87New
Bell Investment Advisors, Inc88$9.51K0.00%−20−18.5%Reduced
Washington Trust Advisors, Inc.90$9.72K0.00%00.0%Unchanged
Financial Management Professionals, Inc.88$10.0K0.00%+28+46.7%Added
Cutler Group LP100$10.0K0.00%+100New
Webster Bank, N. A.100$10.8K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC100$10.8K0.00%00.0%Unchanged
DB Wealth Management Group, LLC100$10.8K0.01%00.0%Unchanged
GW&K Investment Management, LLC99$11.0K0.00%+7+7.6%Added
Grayhawk Investment Strategies Inc.105$11.3K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC107$11.6K0.00%00.0%Unchanged
Private Ocean, LLC109$11.8K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.109$11.8K0.00%00.0%Unchanged
Rise Advisors, LLC110$11.8K0.01%+2+1.9%Added
Abound Wealth Management111$12.0K0.01%−11−9.0%Reduced
Highlander Capital Management, LLC109$12.0K0.00%00.0%Unchanged
Bartlett & Co. LLC107$12.0K0.00%00.0%Unchanged
Focused Wealth Management, Inc113$12.2K0.00%−10−8.1%Reduced
SRS Capital Advisors, Inc.124$13.3K0.00%+5+4.2%Added
Cedar Mountain Advisors, LLC125$13.5K0.00%+125New
Riverview Trust Co129$13.9K0.01%00.0%Unchanged
Winch Advisory Services, LLC133$14.0K0.01%00.0%Unchanged
West Paces Advisors Inc.138$14.9K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC143$15.4K0.00%+55+62.5%Added
Core Alternative Capital145$15.6K0.00%+1+0.7%Added
RFP Financial Group LLC146$15.8K0.01%00.0%Unchanged
AlphaMark Advisors, LLC150$16.0K0.01%00.0%Unchanged
Iron Horse Wealth Management, LLC150$16.2K0.01%00.0%Unchanged
WFA of San Diego, LLC153$16.5K0.02%00.0%Unchanged
Boyd Watterson Asset Management LLC153$16.5K0.01%00.0%Unchanged
Headinvest, LLC160$16.7K0.00%+160New
Atwood & Palmer Inc155$16.7K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.156$16.9K0.01%+11+7.6%Added
Column Capital Advisors, LLC157$17.0K0.00%+2+1.3%Added
Venturi Wealth Management, LLC163$17.6K0.00%+163New
Creative Financial Designs Inc164$17.7K0.00%−103−38.6%Reduced
Grove Bank & Trust174$18.8K0.00%+150+625.0%Added
Earnest Partners LLC178$19.2K0.00%00.0%Unchanged
Nemes Rush Group LLC180$19.4K0.00%−45−20.0%Reduced
New England Capital Financial Advisors LLC200$21.6K0.01%00.0%Unchanged