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 |
|---|---|---|---|---|---|
| Quarry LP | 207 | $22.4K | 0.01% | +146+239.3% | Added |
| Brown Brothers Harriman & Co | 212 | $22.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 214 | $23.1K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 219 | $23.7K | 0.01% | +219 | New |
| AdvisorNet Financial, Inc | 225 | $24.3K | 0.00% | +52+30.1% | Added |
| HHM Wealth Advisors, LLC | 226 | $24.4K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 228 | $24.6K | 0.00% | +200+714.3% | Added |
| Covestor Ltd | 227 | $25.0K | 0.02% | −6−2.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 232 | $25.1K | 0.02% | +4+1.8% | Added |
| Arlington Partners LLC | 233 | $25.2K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 233 | $25.2K | 0.01% | +233 | New |
| Tyler-Stone Wealth Management | 238 | $26.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 243 | $26.3K | 0.01% | +243 | New |
| PSI Advisors, LLC | 244 | $26.4K | 0.01% | −11−4.3% | Reduced |
| Key Financial Inc | 247 | $26.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 247 | $26.7K | 0.00% | −139−36.0% | Reduced |
| Cambridge Trust Co | 250 | $27.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 263 | $27.4K | 0.01% | +5+1.9% | Added |
| Valley National Advisers Inc | 265 | $29.0K | 0.01% | +40+17.8% | Added |
| Capital Advisors, Ltd. LLC | 280 | $30.0K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 290 | $31.3K | 0.02% | +4+1.4% | Added |
| West Tower Group, LLC | 296 | $32.0K | 0.02% | +296 | New |
| Thompson Siegel & Walmsley LLC | 300 | $32.0K | 0.00% | −10,000−97.1% | Reduced |
| West Branch Capital LLC | 305 | $33.0K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 305 | $33.0K | 0.02% | +305 | New |
| JFS Wealth Advisors, LLC | 310 | $33.5K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 310 | $33.5K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 321 | $34.7K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 325 | $35.1K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 335 | $36.2K | 0.00% | −17−4.8% | Reduced |
| Beacon Capital Management, LLC | 314 | $36.3K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 344 | $37.2K | 0.01% | +344 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 344 | $37.2K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 345 | $37.3K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 346 | $37.4K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 349 | $37.8K | 0.00% | +6+1.7% | Added |
| Atlas Capital Advisors LLC | 362 | $39.1K | 0.01% | +199+122.1% | Added |
| Muzinich & Co., Inc. | 366 | $39.5K | 0.03% | +81+28.4% | Added |
| American National Bank | 368 | $39.8K | 0.01% | −1,500−80.3% | Reduced |
| Hoey Investments, Inc | 375 | $40.5K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 378 | $40.8K | 0.02% | −79−17.3% | Reduced |
| HBC Financial Services, PLLC | 380 | $41.0K | 0.03% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 400 | $43.2K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 406 | $43.9K | 0.00% | −173−29.9% | Reduced |
| GHP Investment Advisors, Inc. | 411 | $44.0K | 0.00% | +411 | New |
| Migdal Insurance & Financial Holdings Ltd. | 415 | $45.0K | 0.00% | −167−28.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 412 | $45.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 453 | $47.3K | 0.00% | +63+16.2% | Added |
| Glassman Wealth Services | 445 | $48.1K | 0.01% | +13+3.0% | Added |
| Marathon Trading Investment Management LLC | 462 | $49.9K | 0.04% | +462 | New |
| Ronald Blue Trust, Inc. | 436 | $50.0K | 0.00% | +53+13.8% | Added |
| Hexagon Capital Partners LLC | 472 | $51.0K | 0.01% | +1+0.2% | Added |
| Salem Investment Counselors Inc | 483 | $52.2K | 0.00% | +40+9.0% | Added |
| Caldwell Sutter Capital, Inc. | 491 | $53.0K | 0.03% | +135+37.9% | Added |
| PFS Partners, LLC | 500 | $54.0K | 0.05% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 505 | $54.6K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 590 | $64.0K | 0.00% | +7+1.2% | Added |
| Hantz Financial Services, Inc. | 594 | $64.0K | 0.00% | +594 | New |
| Farmers & Merchants Investments Inc | 598 | $64.6K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 600 | $64.8K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 614 | $66.3K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 617 | $66.7K | 0.04% | −53−7.9% | Reduced |
| Register Financial Advisors LLC | 629 | $68.0K | 0.05% | +1+0.2% | Added |
| Farther Finance Advisors, LLC | 642 | $69.3K | 0.01% | +424+194.5% | Added |
| Elequin Capital LP | 659 | $70.9K | 0.01% | +659 | New |
| Harbour Investments, Inc. | 670 | $72.4K | 0.00% | −298−30.8% | Reduced |
| Montag A & Associates Inc | 702 | $75.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 742 | $80.2K | 0.02% | +76+11.4% | Added |
| Tobam | 769 | $83.0K | 0.01% | −290−27.4% | Reduced |
| Concord Wealth Partners | 775 | $83.7K | 0.02% | −21−2.6% | Reduced |
| ING Groep NV | 781 | $84.4K | 0.00% | +781 | New |
| Tradition Wealth Management, LLC | 784 | $85.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 800 | $86.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 810 | $87.5K | 0.01% | +34+4.4% | Added |
| Silvant Capital Management LLC | 821 | $88.7K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 885 | $95.6K | 0.04% | +775+704.5% | Added |
| Headlands Technologies LLC | 917 | $99.1K | 0.05% | +905+7,541.7% | Added |
| Ci Investments Inc. | 938 | $101.0K | 0.00% | +40+4.5% | Added |
| Laffer Tengler Investments | 938 | $101.3K | 0.03% | +309+49.1% | Added |
| Rosenberg Matthew Hamilton | 949 | $102.5K | 0.03% | −46−4.6% | Reduced |
| Carolinas Wealth Consulting LLC | 949 | $104.3K | 0.03% | +462+94.9% | Added |
| Vestor Capital, LLC | 1,000 | $108.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,000 | $108.0K | 0.03% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 1,000 | $108.0K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 1,000 | $108.0K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $108.0K | 0.06% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,000 | $108.0K | 0.07% | −1−0.1% | Reduced |
| Motco | 1,027 | $110.9K | 0.01% | −35−3.3% | Reduced |
| Clearstead Advisors, LLC | 1,073 | $115.9K | 0.01% | +334+45.2% | Added |
| Bokf, NA | 1,055 | $115.9K | 0.00% | +247+30.6% | Added |
| MV Capital Management, Inc. | 1,120 | $121.0K | 0.02% | +7+0.6% | Added |
| Thompson Investment Management, Inc. | 1,129 | $122.0K | 0.02% | 00.0% | Unchanged |
| Ninepoint Partners LP | 1,134 | $122.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,140 | $123.2K | 0.00% | +130+12.9% | Added |
| Massmutual Trust Co FSB | 1,239 | $133.8K | 0.00% | +31+2.6% | Added |
| Harvest Fund Management Co., Ltd | 1,263 | $136.0K | 0.02% | −87−6.4% | Reduced |
| Logan Capital Management Inc | 1,272 | $137.4K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,350 | $145.8K | 0.00% | +105+8.4% | Added |
| Centiva Capital, LP | 1,436 | $155.1K | 0.01% | −5,926−80.5% | Reduced |
| First Horizon Advisors, Inc. | 1,489 | $160.9K | 0.01% | −32−2.1% | Reduced |