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 |
|---|---|---|---|---|---|
| Autumn Glory Partners, LLC | 2,710 | $292.8K | 0.18% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 2,731 | $295.0K | 0.05% | +15+0.6% | Added |
| Siemens Fonds Invest GmbH | 2,735 | $295.5K | 0.03% | 00.0% | Unchanged |
| Trust Co | 2,744 | $296.4K | 0.05% | +141+5.4% | Added |
| Octavia Wealth Advisors, LLC | 2,772 | $299.5K | 0.06% | −63−2.2% | Reduced |
| Cornerstone Advisory, LLC | 2,784 | $300.8K | 0.05% | +68+2.5% | Added |
| Moors & Cabot, Inc. | 2,790 | $301.4K | 0.02% | −191−6.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 2,792 | $301.6K | 0.04% | −3,220−53.6% | Reduced |
| Washington Trust Bank | 2,821 | $304.8K | 0.03% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 2,848 | $307.7K | 0.07% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 2,850 | $307.9K | 0.08% | +27+1.0% | Added |
| Coco Enterprises, LLC | 2,863 | $309.2K | 0.25% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,879 | $310.0K | 0.03% | +2,879 | New |
| Glass Jacobson Investment Advisors llc | 2,877 | $310.8K | 0.14% | −225−7.3% | Reduced |
| Inspire Advisors, LLC | 2,923 | $315.7K | 0.06% | +12+0.4% | Added |
| Harvest Portfolios Group Inc. | 2,925 | $316.0K | 0.01% | +636+27.8% | Added |
| Apollon Wealth Management, LLC | 2,933 | $316.9K | 0.02% | +1,018+53.2% | Added |
| Shell Asset Management Co | 2,965 | $320.0K | 0.01% | −38−1.3% | Reduced |
| First National Bank Sioux Falls | 2,965 | $320.3K | 0.19% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 2,971 | $320.9K | 0.01% | −418−12.3% | Reduced |
| Merit Financial Group, LLC | 2,974 | $321.3K | 0.01% | −7,336−71.2% | Reduced |
| SkyView Investment Advisors, LLC | 2,982 | $322.0K | 0.13% | +138+4.9% | Added |
| Pathway Financial Advisers, LLC | 2,993 | $323.4K | 0.13% | +2,993 | New |
| Merrion Investment Management Co, LLC | 3,000 | $324.1K | 0.28% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,000 | $324.1K | 0.12% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 3,009 | $325.1K | 0.04% | +3,009 | New |
| Johnson Investment Counsel Inc | 3,013 | $325.5K | 0.00% | −70−2.3% | Reduced |
| Monument Capital Management | 3,030 | $327.3K | 0.11% | +321+11.8% | Added |
| Banco Santander, S.A. | 3,036 | $328.0K | 0.00% | +3,036 | New |
| Lederer & Associates Investment Counsel | 3,035 | $328.0K | 0.26% | 00.0% | Unchanged |
| Intrua Financial, LLC | 3,064 | $331.0K | 0.06% | +252+9.0% | Added |
| Washington Trust Co | 3,079 | $332.6K | 0.01% | −376−10.9% | Reduced |
| Credit Agricole S A | 3,098 | $334.7K | 0.01% | +3,077+14,652.4% | Added |
| First National Bank of Omaha | 3,100 | $334.9K | 0.02% | −700−18.4% | Reduced |
| Cohen Klingenstein LLC | 3,100 | $334.9K | 0.02% | 00.0% | Unchanged |
| CSS LLC | 3,100 | $334.9K | 0.03% | +3,100 | New |
| Axxcess Wealth Management, LLC | 3,100 | $334.9K | 0.01% | +3,100 | New |
| Trust Co of Vermont | 3,103 | $335.2K | 0.02% | −206−6.2% | Reduced |
| MRP Capital Investments, LLC | 6,791 | $338.2K | 0.38% | +2,986+78.5% | Added |
| Dorsey & Whitney Trust CO LLC | 3,134 | $338.6K | 0.03% | +588+23.1% | Added |
| We Are One Seven, LLC | 3,138 | $339.0K | 0.03% | −343−9.9% | Reduced |
| CAPROCK Group, Inc. | 3,195 | $345.3K | 0.03% | +187+6.2% | Added |
| Clear Street Markets LLC | 3,200 | $346.0K | 0.24% | +1,873+141.1% | Added |
| Reuter James Wealth Management, LLC | 3,225 | $348.4K | 0.26% | +3,225 | New |
| Ballentine Partners, LLC | 3,238 | $349.8K | 0.01% | +18+0.6% | Added |
| Mogy Joel R Investment Counsel Inc | 3,250 | $351.1K | 0.03% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,251 | $351.2K | 0.07% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 3,264 | $352.6K | 0.22% | −13−0.4% | Reduced |
| Lazari Capital Management, Inc. | 3,269 | $353.1K | 0.21% | +10.0% | Added |
| Quadrant Capital Group LLC | 3,271 | $353.4K | 0.04% | +246+8.1% | Added |
| Sunbelt Securities, Inc. | 3,278 | $354.1K | 0.05% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 3,297 | $356.2K | 0.14% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $356.5K | 0.13% | 00.0% | Unchanged |
| ORG Partners LLC | 3,301 | $356.8K | 0.11% | +39+1.2% | Added |
| Edgestream Partners, L.P. | 3,309 | $357.5K | 0.03% | −39,409−92.3% | Reduced |
| Harbor Investment Advisory, LLC | 3,317 | $358.4K | 0.05% | −50−1.5% | Reduced |
| Schechter Investment Advisors, LLC | 3,322 | $358.9K | 0.03% | +400+13.7% | Added |
| Ritholtz Wealth Management | 3,339 | $360.7K | 0.02% | +365+12.3% | Added |
| Tobias Financial Advisors, Inc. | 3,370 | $364.0K | 0.10% | +41+1.2% | Added |
| Compagnie Lombard Odier SCmA | 3,394 | $366.7K | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,396 | $366.9K | 0.03% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,403 | $367.6K | 0.01% | −297−8.0% | Reduced |
| Rothschild Investment Corp | 3,403 | $368.0K | 0.03% | +30+0.9% | Added |
| Sage Investment Advisers LLC | 3,411 | $368.5K | 0.51% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 3,466 | $374.4K | 0.19% | +263+8.2% | Added |
| Ellevest, Inc. | 3,466 | $374.4K | 0.03% | +3,466 | New |
| HB Wealth Management, LLC | 3,478 | $375.7K | 0.01% | −328−8.6% | Reduced |
| Savant Capital, LLC | 3,482 | $376.2K | 0.01% | +70+2.1% | Added |
| Syon Capital LLC | 3,488 | $376.8K | 0.05% | +3,488 | New |
| Cigna Investments Inc | 3,500 | $379.0K | 0.09% | −444−11.3% | Reduced |
| Wintrust Investments LLC | 3,513 | $380.0K | 0.04% | −50−1.4% | Reduced |
| Titleist Asset Management, LLC | 3,529 | $381.2K | 0.08% | −522−12.9% | Reduced |
| Heritage Trust Co | 3,559 | $384.5K | 0.06% | +1,710+92.5% | Added |
| Sompo Asset Management Co., Ltd. | 3,590 | $387.8K | 0.08% | +1,290+56.1% | Added |
| SageView Advisory Group, LLC | 3,601 | $389.0K | 0.02% | −152−4.1% | Reduced |
| Wedmont Private Capital | 3,701 | $390.2K | 0.04% | −272−6.8% | Reduced |
| Eqis Capital Management, Inc. | 3,614 | $390.4K | 0.05% | −382−9.6% | Reduced |
| Sequoia Financial Advisors, LLC | 3,628 | $391.9K | 0.01% | +558+18.2% | Added |
| Ghe, LLC | 3,652 | $395.0K | 0.27% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 3,665 | $395.9K | 0.28% | −100−2.7% | Reduced |
| JDM Financial Group LLC | 3,674 | $396.9K | 0.37% | 00.0% | Unchanged |
| GTS Securities LLC | 3,678 | $397.3K | 0.01% | +1,454+65.4% | Added |
| Alpha Cubed Investments, LLC | 3,685 | $398.1K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,693 | $398.9K | 0.01% | −26−0.7% | Reduced |
| RS Crum Inc. | 3,709 | $400.7K | 0.14% | 00.0% | Unchanged |
| American Investment Services, Inc. | 3,730 | $403.0K | 0.09% | +325+9.5% | Added |
| Beacon Investment Advisors LLC | 3,758 | $406.0K | 0.29% | −178−4.5% | Reduced |
| Ameritas Investment Partners, Inc. | 3,776 | $407.9K | 0.02% | −170−4.3% | Reduced |
| Advanced Portfolio Management, LLC | 3,793 | $409.8K | 0.36% | +3,793 | New |
| Bradley Foster & Sargent Inc | 3,563 | $411.5K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 3,826 | $413.3K | 0.00% | −3,487−47.7% | Reduced |
| Congress Wealth Management LLC | 3,833 | $414.1K | 0.01% | −19−0.5% | Reduced |
| Beaumont Asset Management, L.L.C. | 3,847 | $415.6K | 0.34% | +53+1.4% | Added |
| InTrack Investment Management Inc | 3,857 | $416.7K | 0.37% | +3,857 | New |
| Optimum Investment Advisors | 3,866 | $417.6K | 0.21% | −95−2.4% | Reduced |
| TD Private Client Wealth LLC | 3,873 | $418.4K | 0.02% | −4,071−51.2% | Reduced |
| Icon Wealth Partners, LLC | 3,882 | $419.4K | 0.05% | −9,980−72.0% | Reduced |
| Colony Group LLC | 3,889 | $420.0K | 0.01% | −76−1.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 3,934 | $425.0K | 0.19% | +134+3.5% | Added |
| Augustine Asset Management Inc | 3,944 | $426.1K | 0.20% | +2+0.1% | Added |