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
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 |
|---|---|---|---|---|---|
| Howard Capital Management Group, LLC | 1,490 | $161.0K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,511 | $163.2K | 0.05% | −1,582−51.1% | Reduced |
| Lindbrook Capital, LLC | 1,540 | $166.4K | 0.02% | +418+37.3% | Added |
| Paradigm Asset Management Co LLC | 1,635 | $176.6K | 0.05% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 1,637 | $176.8K | 0.01% | +281+20.7% | Added |
| Desjardins Global Asset Management Inc. | 1,696 | $183.2K | 0.02% | −1,230−42.0% | Reduced |
| North Star Investment Management Corp. | 1,740 | $188.0K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,755 | $189.6K | 0.08% | +1,755 | New |
| Herbst Group, LLC | 1,865 | $201.5K | 0.14% | +25+1.4% | Added |
| Mission Wealth Management, LP | 1,870 | $202.0K | 0.01% | +27+1.5% | Added |
| Regent Peak Wealth Advisors LLC | 1,874 | $202.4K | 0.06% | −90−4.6% | Reduced |
| Dana Investment Advisors, Inc. | 1,877 | $202.8K | 0.01% | +1,877 | New |
| Valley Forge Investment Consultants Inc Adv | 1,879 | $203.0K | 0.09% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,902 | $205.0K | 0.10% | −239−11.2% | Reduced |
| Smithfield Trust Co | 1,905 | $205.0K | 0.01% | +1,200+170.2% | Added |
| Williams Jones Wealth Management, LLC. | 1,973 | $213.1K | 0.00% | −300−13.2% | Reduced |
| Horan Capital Advisors, LLC. | 1,975 | $213.4K | 0.09% | +1,975 | New |
| Stiles Financial Services Inc | 1,979 | $213.8K | 0.11% | −118−5.6% | Reduced |
| American State Bank (Iowa) | 1,982 | $214.1K | 0.15% | 00.0% | Unchanged |
| Regions Financial Corp | 1,987 | $214.7K | 0.00% | −450−18.5% | Reduced |
| Lakeview Capital Partners, LLC | 1,994 | $215.4K | 0.04% | +97+5.1% | Added |
| Atlas Private Wealth Advisors | 2,000 | $216.1K | 0.04% | +2,000 | New |
| IFG Advisory, LLC | 2,002 | $216.3K | 0.02% | +2,002 | New |
| Resonant Capital Advisors, LLC | 2,011 | $217.2K | 0.02% | +31+1.6% | Added |
| Camelot Portfolios, LLC | 2,022 | $218.4K | 0.21% | −936−31.6% | Reduced |
| Viawealth, LLC | 2,024 | $218.7K | 0.16% | −127−5.9% | Reduced |
| Stock Yards Bank & Trust Co | 2,028 | $219.1K | 0.01% | −307−13.1% | Reduced |
| Oxford Financial Group Ltd | 2,036 | $219.9K | 0.02% | −46−2.2% | Reduced |
| Woodward Diversified Capital, LLC | 2,047 | $221.2K | 0.16% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 2,049 | $221.4K | 0.02% | +17+0.8% | Added |
| Rockland Trust Co | 2,050 | $221.5K | 0.01% | 00.0% | Unchanged |
| Manchester Financial Inc | 2,066 | $223.2K | 0.07% | 00.0% | Unchanged |
| Shelton Capital Management | 2,085 | $225.2K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,092 | $226.0K | 0.13% | +2,092 | New |
| Bluefin Capital Management, LLC | 2,100 | $226.9K | 0.02% | +2,100 | New |
| EHP Funds Inc. | 2,100 | $226.9K | 0.11% | +2,100 | New |
| White Pine Capital LLC | 2,105 | $227.4K | 0.09% | +2,105 | New |
| Godshalk Welsh Capital Management, Inc. | 2,125 | $229.6K | 0.17% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 2,145 | $231.7K | 0.04% | −205−8.7% | Reduced |
| Deseret Mutual Benefit Administrators | 2,165 | $233.9K | 0.11% | −411−16.0% | Reduced |
| Whalerock Point Partners, LLC | 2,165 | $233.9K | 0.08% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 2,171 | $234.5K | 0.05% | +26+1.2% | Added |
| KMG Fiduciary Partners, LLC | 2,172 | $234.6K | 0.03% | 00.0% | Unchanged |
| Simmons Bank | 2,175 | $235.0K | 0.02% | −107−4.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,178 | $235.3K | 0.08% | −50−2.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,178 | $235.3K | 0.09% | 00.0% | Unchanged |
| Novare Capital Management LLC | 2,210 | $238.7K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 2,211 | $238.9K | 0.00% | +4+0.2% | Added |
| Legacy Financial Advisors, Inc. | 2,222 | $240.0K | 0.05% | +370+20.0% | Added |
| LJI Wealth Management, LLC | 2,231 | $241.0K | 0.07% | 00.0% | Unchanged |
| Umb Bank N A | 2,232 | $241.1K | 0.00% | −408−15.5% | Reduced |
| Socha Financial Group, LLC | 2,250 | $243.0K | 0.13% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 2,250 | $243.1K | 0.03% | −500−18.2% | Reduced |
| Malaga Cove Capital, LLC | 2,251 | $243.2K | 0.11% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 2,252 | $243.3K | 0.08% | 00.0% | Unchanged |
| Alps Advisors Inc | 2,259 | $244.0K | 0.00% | −783−25.7% | Reduced |
| NorthRock Partners, LLC | 2,270 | $245.2K | 0.03% | +338+17.5% | Added |
| PFG Investments, LLC | 2,281 | $246.4K | 0.05% | −84−3.6% | Reduced |
| Waddell & Associates, LLC | 2,302 | $248.7K | 0.04% | −35−1.5% | Reduced |
| Financial Advisors Network, Inc. | 2,310 | $249.6K | 0.06% | +2,310 | New |
| Transamerica Financial Advisors, Inc. | 2,331 | $252.0K | 0.03% | −273−10.5% | Reduced |
| RMR Wealth Builders | 2,343 | $253.1K | 0.04% | −140−5.6% | Reduced |
| Rehmann Capital Advisory Group | 2,343 | $253.2K | 0.02% | −95−3.9% | Reduced |
| Arkadios Wealth Advisors | 2,375 | $256.5K | 0.02% | +99+4.3% | Added |
| Comerica Securities,inc. | 2,377 | $256.8K | 0.02% | −193−7.5% | Reduced |
| Kaizen Financial Strategies | 2,377 | $256.8K | 0.22% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 2,388 | $258.0K | 0.19% | −269−10.1% | Reduced |
| Silverleafe Capital Partners, LLC | 2,400 | $259.3K | 0.13% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 2,400 | $259.3K | 0.23% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 2,400 | $259.3K | 0.03% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,404 | $259.7K | 0.01% | +153+6.8% | Added |
| Renaissance Group LLC | 2,413 | $260.7K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 2,417 | $261.1K | 0.03% | −86−3.4% | Reduced |
| Lafayette Investments, Inc. | 2,425 | $262.0K | 0.07% | 00.0% | Unchanged |
| Proequities, Inc. | 2,428 | $262.3K | 0.02% | +49+2.1% | Added |
| Manchester Capital Management LLC | 2,440 | $263.6K | 0.04% | +161+7.1% | Added |
| Longfellow Investment Management Co LLC | 2,441 | $263.7K | 0.07% | −1,107−31.2% | Reduced |
| Balentine LLC | 2,461 | $265.9K | 0.01% | +276+12.6% | Added |
| Tiaa Trust, National Association | 2,461 | $265.9K | 0.00% | +2,461 | New |
| Quantitative Investment Management, LLC | 2,469 | $266.0K | 0.04% | +2,469 | New |
| Brown, Lisle/Cummings, Inc. | 2,465 | $266.3K | 0.12% | −1,700−40.8% | Reduced |
| Samalin Investment Counsel, LLC | 2,468 | $266.6K | 0.15% | −22−0.9% | Reduced |
| Gateway Investment Advisers LLC | 2,468 | $266.6K | 0.00% | −258,101−99.1% | Reduced |
| Lincoln National Corp | 2,499 | $269.9K | 0.01% | +170+7.3% | Added |
| Financial Sense Advisors, Inc. | 2,500 | $270.1K | 0.12% | 00.0% | Unchanged |
| Graypoint LLC | 2,500 | $270.1K | 0.03% | +102+4.3% | Added |
| Welch Group, LLC | 2,503 | $270.4K | 0.02% | +10.0% | Added |
| Stratos Wealth Advisors, LLC | 2,513 | $271.5K | 0.02% | +82+3.4% | Added |
| Stratos Wealth Partners, LTD. | 2,514 | $271.6K | 0.01% | +256+11.3% | Added |
| Moody Lynn & Lieberson, LLC | 2,525 | $272.8K | 0.02% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 2,610 | $273.1K | 0.22% | −250−8.7% | Reduced |
| Kapitalo Investimentos Ltda | 2,532 | $273.5K | 0.04% | +2,532 | New |
| Larson Financial Group LLC | 2,542 | $274.6K | 0.03% | +2,542 | New |
| Clarius Group, LLC | 2,610 | $282.0K | 0.03% | −847−24.5% | Reduced |
| Good Life Advisors, LLC | 2,610 | $282.0K | 0.03% | −165−5.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 2,616 | $282.6K | 0.02% | +2,616 | New |
| Bessemer Securities LLC | 2,629 | $284.0K | 0.39% | −1,050−28.5% | Reduced |
| Proficio Capital Partners LLC | 2,660 | $287.3K | 0.04% | +128+5.1% | Added |
| Conning Inc. | 2,688 | $290.4K | 0.01% | 00.0% | Unchanged |
| Edmp, Inc. | 2,696 | $291.2K | 0.30% | +684+34.0% | Added |