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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Veritable, L.P. | 0 | $0 | 0.00% | −11,971−100.0% | Sold out |
| Canandaigua National Bank & Trust Co | 0 | $0 | 0.00% | −10,808−100.0% | Sold out |
| Glassy Mountain Advisors, Inc. | 0 | $0 | 0.00% | −10,069−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −8,244−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,431−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −6,080−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −5,655−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −4,741−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −4,486−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −4,457−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −4,351−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,852−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −3,483−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −3,475−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −3,379−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −3,365−100.0% | Sold out |
| Element Pointe Advisors, LLC | 0 | $0 | 0.00% | −3,333−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −3,312−100.0% | Sold out |
| First Dallas Securities Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −2,602−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −2,580−100.0% | Sold out |
| Renasant Bank | 0 | $0 | 0.00% | −2,528−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −2,375−100.0% | Sold out |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −2,350−100.0% | Sold out |
| Hoxton Planning & Management, LLC | 0 | $0 | 0.00% | −2,119−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −2,085−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −2,026−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −1,982−100.0% | Sold out |
| My Legacy Advisors, LLC | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −1,893−100.0% | Sold out |
| Cladis Investment Advisory, LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| NBT Bank N A | 0 | $0 | 0.00% | −1,873−100.0% | Sold out |
| Rooted Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,816−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −1,845−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −1,821−100.0% | Sold out |
| Cabot Wealth Management Inc | 0 | $0 | 0.00% | −1,820−100.0% | Sold out |
| Jackson Hole Capital Partners, LLC | 0 | $0 | 0.00% | −1,810−100.0% | Sold out |
| Clearwater Capital Advisors, LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −1,794−100.0% | Sold out |
| Strategic Wealth Designers | 0 | $0 | 0.00% | −1,743−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −1,739−100.0% | Sold out |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,289−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,136−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −905−100.0% | Sold out |
| Stelac Advisory Services LLC | 0 | $0 | 0.00% | −881−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −864−100.0% | Sold out |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −852−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −1,047−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −543−100.0% | Sold out |
| Rain Capital Management, LLC | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Liberty One Investment Management, LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Caldwell Trust Co | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Tiaa, FSB | – | – | – | – | Not filed |
| EA Series Trust | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |