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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.

Institutional holdersQ3 2023: 985 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ3 2023: $31.0B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$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.

Institutions holding SPG in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Core Alternative Capital145$15.6K0.00%+1+0.7%Added
Cary Street Partner Investment Advisory LLC143$15.4K0.00%+55+62.5%Added
West Paces Advisors Inc.138$14.9K0.00%00.0%Unchanged
Winch Advisory Services, LLC133$14.0K0.01%00.0%Unchanged
Riverview Trust Co129$13.9K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC125$13.5K0.00%+125New
SRS Capital Advisors, Inc.124$13.3K0.00%+5+4.2%Added
Focused Wealth Management, Inc113$12.2K0.00%−10−8.1%Reduced
Highlander Capital Management, LLC109$12.0K0.00%00.0%Unchanged
Bartlett & Co. LLC107$12.0K0.00%00.0%Unchanged
Abound Wealth Management111$12.0K0.01%−11−9.0%Reduced
Rise Advisors, LLC110$11.8K0.01%+2+1.9%Added
Riggs Asset Managment Co. Inc.109$11.8K0.00%00.0%Unchanged
Private Ocean, LLC109$11.8K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC107$11.6K0.00%00.0%Unchanged
Grayhawk Investment Strategies Inc.105$11.3K0.01%00.0%Unchanged
GW&K Investment Management, LLC99$11.0K0.00%+7+7.6%Added
Webster Bank, N. A.100$10.8K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC100$10.8K0.00%00.0%Unchanged
DB Wealth Management Group, LLC100$10.8K0.01%00.0%Unchanged
Financial Management Professionals, Inc.88$10.0K0.00%+28+46.7%Added
Cutler Group LP100$10.0K0.00%+100New
Washington Trust Advisors, Inc.90$9.72K0.00%00.0%Unchanged
Bell Investment Advisors, Inc88$9.51K0.00%−20−18.5%Reduced
JNBA Financial Advisors87$9.40K0.00%+87New
Colonial Trust Advisors84$9.07K0.00%00.0%Unchanged
Center for Financial Planning, Inc.76$8.21K0.00%00.0%Unchanged
1832 Asset Management L.P.76$8.21K0.00%−2−2.6%Reduced
Rogco, LP75$8.10K0.00%+75New
Asset Dedication, LLC73$8.00K0.00%+70+2,333.3%Added
Bogart Wealth, LLC72$7.78K0.00%+16+28.6%Added
FinTrust Capital Advisors, LLC70$7.56K0.00%−30−30.0%Reduced
Trifecta Capital Advisors, LLC68$7.35K0.00%+68New
Adirondack Trust Co66$7.13K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC56$6.05K0.00%00.0%Unchanged
Lee Financial Co53$5.73K0.00%00.0%Unchanged
Oakworth Capital, Inc.52$5.62K0.00%00.0%Unchanged
NewSquare Capital LLC51$5.51K0.00%+51New
Arrow Financial Corp50$5.40K0.00%00.0%Unchanged
Costello Asset Management, INC50$5.40K0.00%+5+11.1%Added
WR Wealth Planners, LLC46$4.97K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC45$4.86K0.00%−112−71.3%Reduced
Sittner & Nelson, LLC44$4.75K0.00%00.0%Unchanged
Independence Bank of Kentucky40$4.32K0.00%00.0%Unchanged
Colonial Trust Co40$4.32K0.00%+40New
Kayne Anderson Rudnick Investment Management LLC39$4.21K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.38$4.11K0.00%00.0%Unchanged
VitalStone Financial, LLC31$4.00K0.00%−166−84.3%Reduced
Silicon Valley Capital Partners36$3.91K0.00%−1−2.7%Reduced
Raffa Wealth Management, LLC34$3.67K0.00%00.0%Unchanged
Creative Capital Management Investments LLC33$3.56K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC31$3.35K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC30$3.24K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC29$3.13K0.00%00.0%Unchanged
Tucker Asset Management LLC25$2.70K0.00%00.0%Unchanged
Gradient Investments LLC25$2.67K0.00%+6+31.6%Added
Jones Financial Companies LLLP24$2.59K0.00%00.0%Unchanged
Eagle Bay Advisors LLC24$2.59K0.00%00.0%Unchanged
Red Tortoise LLC23$2.48K0.00%00.0%Unchanged
MCF Advisors LLC22$2.38K0.00%00.0%Unchanged
Archer Investment Corp20$2.16K0.00%00.0%Unchanged
Salomon & Ludwin, LLC20$2.16K0.00%+20New
ClariVest Asset Management LLC18$2.00K0.00%+4+28.6%Added
Prestige Wealth Management Group LLC18$1.95K0.00%00.0%Unchanged
Macroview Investment Management LLC16$1.73K0.00%+16New
TFC Financial Management14$1.51K0.00%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.13$1.39K0.00%−33,131−100.0%Reduced
Versant Capital Management, Inc12$1.30K0.00%00.0%Unchanged
Avion Wealth19$1.00K0.00%+7+58.3%Added
Moisand Fitzgerald Tamayo, LLC9$9730.00%00.0%Unchanged
USA Financial Portformulas Corp9$9720.00%00.0%Unchanged
Delos Wealth Advisors, LLC8$9080.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.7$7570.00%+7New
Cape Investment Advisory, Inc.6$6480.00%00.0%Unchanged
Semmax Financial Advisors Inc.5$5880.00%+5New
Wolff Wiese Magana LLC5$5410.00%00.0%Unchanged
Tortoise Investment Management, LLC4$4320.00%+4New
Cornerstone Planning Group LLC4$4320.00%+4New
Sofos Investments, Inc.3$3350.00%−112−97.4%Reduced
Spartan Planning & Wealth Management3$3240.00%+3New
Raleigh Capital Management Inc.3$3000.00%+3New
Plante Moran Financial Advisors, LLC2$2160.00%00.0%Unchanged
GoalVest Advisory LLC2$2160.00%+2New
SOA Wealth Advisors, LLC.1$1080.00%00.0%Unchanged
Centerpoint Advisors, LLC3$00.00%00.0%Unchanged
TCM Advisors, LLC0$00.00%–Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−303,292−100.0%Sold out
Renaissance Technologies LLC0$00.00%−208,993−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−120,416−100.0%Sold out
Andra AP-fonden0$00.00%−77,700−100.0%Sold out
Ergoteles LLC0$00.00%−72,177−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−43,789−100.0%Sold out
Mitchell Capital Management Co0$00.00%−40,108−100.0%Sold out
Penn Mutual Asset Management, LLC0$00.00%−30,240−100.0%Sold out
Meeder Asset Management Inc0$00.00%−29,236−100.0%Sold out
Elevatus Welath Management0$00.00%−26,530−100.0%Sold out
DuPont Capital Management Corp0$00.00%−18,435−100.0%Sold out
Redwood Investment Management, LLC0$00.00%−17,497−100.0%Sold out
Paloma Partners Management Co0$00.00%−15,301−100.0%Sold out
PCG Wealth Advisors, LLC0$00.00%−14,067−100.0%Sold out