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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 3,979 | $429.7K | 0.02% | +706+21.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,976 | $430.0K | 0.00% | −554−12.2% | Reduced |
| EJF Capital LLC | 4,000 | $432.1K | 0.19% | −1,000−20.0% | Reduced |
| Los Angeles Capital Management LLC | 4,034 | $435.8K | 0.00% | −1,762−30.4% | Reduced |
| Pitcairn Co | 4,048 | $437.3K | 0.04% | +176+4.5% | Added |
| IHT Wealth Management, LLC | 4,068 | $439.5K | 0.02% | +318+8.5% | Added |
| Strategic Advocates LLC | 4,072 | $439.9K | 0.21% | +4,072 | New |
| Resource Consulting Group Inc | 4,078 | $440.5K | 0.09% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,107 | $443.6K | 0.01% | −762−15.7% | Reduced |
| Element Wealth, LLC | 4,107 | $443.7K | 0.32% | +38+0.9% | Added |
| CWA Asset Management Group, LLC | 4,151 | $448.4K | 0.03% | −177−4.1% | Reduced |
| Geller Advisors LLC | 4,155 | $448.9K | 0.05% | +282+7.3% | Added |
| Rossmore Private Capital | 4,200 | $453.7K | 0.07% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,206 | $454.4K | 0.01% | +952+29.3% | Added |
| Morningstar Investment Management LLC | 4,220 | $456.0K | 0.06% | +121+3.0% | Added |
| Alta Wealth Advisors LLC | 4,233 | $457.3K | 0.28% | −750−15.1% | Reduced |
| FDx Advisors, Inc. | 4,283 | $463.0K | 0.04% | +4,283 | New |
| Oak Grove Capital LLC | 4,300 | $464.5K | 0.18% | −400−8.5% | Reduced |
| Fox Run Management, L.L.C. | 4,319 | $466.6K | 0.14% | +4,319 | New |
| CIBC Private Wealth Group, LLC | 4,321 | $466.8K | 0.00% | +4,321 | New |
| Flagship Harbor Advisors, LLC | 4,337 | $468.5K | 0.04% | −116−2.6% | Reduced |
| MAI Capital Management | 4,392 | $474.5K | 0.01% | +503+12.9% | Added |
| Independent Financial Group, LLC | 4,398 | $475.1K | 0.03% | −256−5.5% | Reduced |
| Belpointe Asset Management LLC | 4,401 | $475.5K | 0.05% | −79−1.8% | Reduced |
| Stephens Inc | 4,434 | $479.1K | 0.01% | −245−5.2% | Reduced |
| Impact Partnership Wealth, LLC | 4,438 | $479.5K | 0.15% | −556−11.1% | Reduced |
| Horizon Investments, LLC | 4,521 | $488.4K | 0.01% | +175+4.0% | Added |
| Evergreen Capital Management LLC | 4,583 | $495.1K | 0.02% | +85+1.9% | Added |
| Walleye Capital LLC | 4,601 | $497.0K | 0.01% | +4,601 | New |
| Griffin Asset Management, Inc. | 4,625 | $499.7K | 0.07% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 4,634 | $500.6K | 0.01% | −1,785−27.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,653 | $503.0K | 0.02% | +35+0.8% | Added |
| Fund Management at Engine No. 1 LLC | 4,681 | $505.7K | 0.08% | +427+10.0% | Added |
| Ofi Invest Asset Management | 4,977 | $507.8K | 0.02% | −80−1.6% | Reduced |
| Signaturefd, LLC | 4,772 | $515.5K | 0.01% | +318+7.1% | Added |
| Pekin Hardy Strauss, Inc. | 4,775 | $515.8K | 0.08% | −100−2.1% | Reduced |
| Profund Advisors LLC | 4,814 | $520.1K | 0.03% | −127−2.6% | Reduced |
| Highline Wealth Partners LLC | 4,842 | $523.1K | 0.32% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,855 | $524.5K | 0.02% | +416+9.4% | Added |
| Accuvest Global Advisors | 4,860 | $525.0K | 0.29% | −147−2.9% | Reduced |
| American Assets Inc | 5,000 | $540.1K | 0.25% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 5,034 | $543.8K | 0.11% | +5,034 | New |
| VELA Investment Management, LLC | 5,056 | $546.2K | 0.24% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,115 | $552.6K | 0.02% | −63−1.2% | Reduced |
| Monetary Management Group Inc | 5,125 | $553.7K | 0.18% | −125−2.4% | Reduced |
| First Hawaiian Bank | 5,157 | $557.1K | 0.02% | −384−6.9% | Reduced |
| Keybank National Association | 5,198 | $561.5K | 0.00% | +57+1.1% | Added |
| Wellington Shields & Co., LLC | 5,200 | $561.8K | 0.14% | +2,000+62.5% | Added |
| Insigneo Advisory Services, LLC | 5,228 | $564.8K | 0.11% | +1,767+51.1% | Added |
| Moody National Bank Trust Division | 5,366 | $579.7K | 0.04% | +37+0.7% | Added |
| Avantax Advisory Services, Inc. | 5,373 | $580.4K | 0.01% | +1,593+42.1% | Added |
| Qube Research & Technologies Ltd | 5,401 | $583.5K | 0.00% | +5,401 | New |
| Wedbush Securities Inc | 5,428 | $586.0K | 0.03% | −215−3.8% | Reduced |
| Sumitomo Life Insurance Co | 5,455 | $589.3K | 0.02% | −185−3.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,480 | $592.0K | 0.07% | +235+4.5% | Added |
| Checchi Capital Advisers, LLC | 5,500 | $594.2K | 0.06% | −257−4.5% | Reduced |
| Bleakley Financial Group, LLC | 5,615 | $606.6K | 0.02% | −666−10.6% | Reduced |
| Sawtooth Solutions, LLC | 5,615 | $606.6K | 0.02% | −479−7.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $611.5K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 5,661 | $611.6K | 0.68% | +205+3.8% | Added |
| Panagora Asset Management Inc | 5,690 | $614.7K | 0.00% | +1,150+25.3% | Added |
| Equitable Holdings, Inc. | 5,701 | $615.9K | 0.01% | +317+5.9% | Added |
| Vestmark Advisory Solutions, Inc. | 5,729 | $618.9K | 0.04% | −5,679−49.8% | Reduced |
| Gilman Hill Asset Management, LLC | 5,751 | $621.3K | 0.12% | +255+4.6% | Added |
| Parallel Advisors, LLC | 5,764 | $622.7K | 0.02% | −371−6.0% | Reduced |
| Adams Asset Advisors, LLC | 5,789 | $625.4K | 0.08% | +2,160+59.5% | Added |
| Tiedemann Advisors, LLC | 5,800 | $626.6K | 0.03% | +99+1.7% | Added |
| Veriti Management LLC | 5,813 | $627.9K | 0.07% | +619+11.9% | Added |
| TBH Global Asset Management, LLC | 5,873 | $634.5K | 0.12% | −454−7.2% | Reduced |
| Ninety One SA (PTY) Ltd | 5,808 | $634.9K | 0.12% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 6,017 | $650.0K | 0.06% | −427−6.6% | Reduced |
| Brown Advisory Inc | 6,028 | $651.2K | 0.00% | −15−0.2% | Reduced |
| Marino, Stram & Associates LLC | 6,032 | $651.6K | 0.19% | +113+1.9% | Added |
| DRW Securities, LLC | 6,248 | $675.0K | 0.05% | +6,248 | New |
| Verdence Capital Advisors LLC | 6,250 | $675.2K | 0.07% | +592+10.5% | Added |
| TownSquare Capital, LLC | 6,292 | $679.7K | 0.01% | +183+3.0% | Added |
| Ausdal Financial Partners, Inc. | 6,346 | $685.6K | 0.09% | −227−3.5% | Reduced |
| Solidarilty Wealth, LLC | 6,370 | $688.2K | 0.25% | −36−0.6% | Reduced |
| MSH Capital Advisors LLC | 6,406 | $692.0K | 0.27% | +425+7.1% | Added |
| CWM, LLC | 6,412 | $693.0K | 0.00% | +1,608+33.5% | Added |
| Cullinan Associates Inc | 6,430 | $694.6K | 0.04% | −1,600−19.9% | Reduced |
| BBJS Financial Advisors, LLC | 6,432 | $694.9K | 0.26% | +32+0.5% | Added |
| Cullen Capital Management LLC | 6,458 | $697.7K | 0.01% | −2,256−25.9% | Reduced |
| Assenagon Asset Management S.A. | 6,476 | $699.6K | 0.00% | −943−12.7% | Reduced |
| Invst, LLC | 6,484 | $700.4K | 0.10% | −1,112−14.6% | Reduced |
| Scotia Capital Inc. | 6,487 | $700.8K | 0.01% | +555+9.4% | Added |
| Carmel Capital Partners, LLC | 6,491 | $701.2K | 0.31% | +969+17.5% | Added |
| Meeder Advisory Services, Inc. | 6,495 | $701.7K | 0.09% | −1,089−14.4% | Reduced |
| Strategic Advisors LLC | 6,800 | $734.6K | 0.14% | 00.0% | Unchanged |
| Ossiam | 6,811 | $735.8K | 0.01% | +681+11.1% | Added |
| Castle Rock Wealth Management, LLC | 7,021 | $737.1K | 0.25% | +2,233+46.6% | Added |
| Retirement Planning Co of New England, Inc. | 6,899 | $745.3K | 0.42% | +277+4.2% | Added |
| Vetamer Capital Management, L.P. | 6,906 | $746.1K | 1.37% | −4,482−39.4% | Reduced |
| International Assets Investment Management, LLC | 6,908 | $747.4K | 0.10% | −3,048−30.6% | Reduced |
| Dark Forest Capital Management LP | 6,938 | $749.5K | 0.06% | −9,523−57.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,958 | $751.7K | 0.05% | +657+10.4% | Added |
| Maven Securities LTD | 6,988 | $754.9K | 0.08% | +4,014+135.0% | Added |
| Gifford Fong Associates | 7,000 | $756.0K | 0.18% | 00.0% | Unchanged |
| Ostrum Asset Management | 7,052 | $761.8K | 0.07% | −49−0.7% | Reduced |
| Cerity Partners LLC | 7,189 | $776.6K | 0.00% | −2,659−27.0% | Reduced |