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 |
|---|---|---|---|---|---|
| Invst, LLC | 6,484 | $700.4K | 0.10% | −1,112−14.6% | Reduced |
| Assenagon Asset Management S.A. | 6,476 | $699.6K | 0.00% | −943−12.7% | Reduced |
| Cullen Capital Management LLC | 6,458 | $697.7K | 0.01% | −2,256−25.9% | Reduced |
| BBJS Financial Advisors, LLC | 6,432 | $694.9K | 0.26% | +32+0.5% | Added |
| Cullinan Associates Inc | 6,430 | $694.6K | 0.04% | −1,600−19.9% | Reduced |
| CWM, LLC | 6,412 | $693.0K | 0.00% | +1,608+33.5% | Added |
| MSH Capital Advisors LLC | 6,406 | $692.0K | 0.27% | +425+7.1% | Added |
| Solidarilty Wealth, LLC | 6,370 | $688.2K | 0.25% | −36−0.6% | Reduced |
| Ausdal Financial Partners, Inc. | 6,346 | $685.6K | 0.09% | −227−3.5% | Reduced |
| TownSquare Capital, LLC | 6,292 | $679.7K | 0.01% | +183+3.0% | Added |
| Verdence Capital Advisors LLC | 6,250 | $675.2K | 0.07% | +592+10.5% | Added |
| DRW Securities, LLC | 6,248 | $675.0K | 0.05% | +6,248 | New |
| Marino, Stram & Associates LLC | 6,032 | $651.6K | 0.19% | +113+1.9% | Added |
| Brown Advisory Inc | 6,028 | $651.2K | 0.00% | −15−0.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,017 | $650.0K | 0.06% | −427−6.6% | Reduced |
| Ninety One SA (PTY) Ltd | 5,808 | $634.9K | 0.12% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 5,873 | $634.5K | 0.12% | −454−7.2% | Reduced |
| Veriti Management LLC | 5,813 | $627.9K | 0.07% | +619+11.9% | Added |
| Tiedemann Advisors, LLC | 5,800 | $626.6K | 0.03% | +99+1.7% | Added |
| Adams Asset Advisors, LLC | 5,789 | $625.4K | 0.08% | +2,160+59.5% | Added |
| Parallel Advisors, LLC | 5,764 | $622.7K | 0.02% | −371−6.0% | Reduced |
| Gilman Hill Asset Management, LLC | 5,751 | $621.3K | 0.12% | +255+4.6% | Added |
| Vestmark Advisory Solutions, Inc. | 5,729 | $618.9K | 0.04% | −5,679−49.8% | Reduced |
| Equitable Holdings, Inc. | 5,701 | $615.9K | 0.01% | +317+5.9% | Added |
| Panagora Asset Management Inc | 5,690 | $614.7K | 0.00% | +1,150+25.3% | Added |
| Future Financial Wealth Managment LLC | 5,661 | $611.6K | 0.68% | +205+3.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $611.5K | 0.01% | 00.0% | Unchanged |
| 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 |
| Checchi Capital Advisers, LLC | 5,500 | $594.2K | 0.06% | −257−4.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,480 | $592.0K | 0.07% | +235+4.5% | Added |
| Sumitomo Life Insurance Co | 5,455 | $589.3K | 0.02% | −185−3.3% | Reduced |
| Wedbush Securities Inc | 5,428 | $586.0K | 0.03% | −215−3.8% | Reduced |
| Qube Research & Technologies Ltd | 5,401 | $583.5K | 0.00% | +5,401 | New |
| Avantax Advisory Services, Inc. | 5,373 | $580.4K | 0.01% | +1,593+42.1% | Added |
| Moody National Bank Trust Division | 5,366 | $579.7K | 0.04% | +37+0.7% | Added |
| Insigneo Advisory Services, LLC | 5,228 | $564.8K | 0.11% | +1,767+51.1% | Added |
| Wellington Shields & Co., LLC | 5,200 | $561.8K | 0.14% | +2,000+62.5% | Added |
| Keybank National Association | 5,198 | $561.5K | 0.00% | +57+1.1% | Added |
| First Hawaiian Bank | 5,157 | $557.1K | 0.02% | −384−6.9% | Reduced |
| Monetary Management Group Inc | 5,125 | $553.7K | 0.18% | −125−2.4% | Reduced |
| Coldstream Capital Management Inc | 5,115 | $552.6K | 0.02% | −63−1.2% | Reduced |
| VELA Investment Management, LLC | 5,056 | $546.2K | 0.24% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 5,034 | $543.8K | 0.11% | +5,034 | New |
| American Assets Inc | 5,000 | $540.1K | 0.25% | 00.0% | Unchanged |
| Accuvest Global Advisors | 4,860 | $525.0K | 0.29% | −147−2.9% | Reduced |
| Sigma Planning Corp | 4,855 | $524.5K | 0.02% | +416+9.4% | Added |
| Highline Wealth Partners LLC | 4,842 | $523.1K | 0.32% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,814 | $520.1K | 0.03% | −127−2.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,775 | $515.8K | 0.08% | −100−2.1% | Reduced |
| Signaturefd, LLC | 4,772 | $515.5K | 0.01% | +318+7.1% | Added |
| Ofi Invest Asset Management | 4,977 | $507.8K | 0.02% | −80−1.6% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,681 | $505.7K | 0.08% | +427+10.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,653 | $503.0K | 0.02% | +35+0.8% | Added |
| Raymond James Trust N.A. | 4,634 | $500.6K | 0.01% | −1,785−27.8% | Reduced |
| Griffin Asset Management, Inc. | 4,625 | $499.7K | 0.07% | 00.0% | Unchanged |
| Walleye Capital LLC | 4,601 | $497.0K | 0.01% | +4,601 | New |
| Evergreen Capital Management LLC | 4,583 | $495.1K | 0.02% | +85+1.9% | Added |
| Horizon Investments, LLC | 4,521 | $488.4K | 0.01% | +175+4.0% | Added |
| Impact Partnership Wealth, LLC | 4,438 | $479.5K | 0.15% | −556−11.1% | Reduced |
| Stephens Inc | 4,434 | $479.1K | 0.01% | −245−5.2% | Reduced |
| Belpointe Asset Management LLC | 4,401 | $475.5K | 0.05% | −79−1.8% | Reduced |
| Independent Financial Group, LLC | 4,398 | $475.1K | 0.03% | −256−5.5% | Reduced |
| MAI Capital Management | 4,392 | $474.5K | 0.01% | +503+12.9% | Added |
| Flagship Harbor Advisors, LLC | 4,337 | $468.5K | 0.04% | −116−2.6% | Reduced |
| CIBC Private Wealth Group, LLC | 4,321 | $466.8K | 0.00% | +4,321 | New |
| Fox Run Management, L.L.C. | 4,319 | $466.6K | 0.14% | +4,319 | New |
| Oak Grove Capital LLC | 4,300 | $464.5K | 0.18% | −400−8.5% | Reduced |
| FDx Advisors, Inc. | 4,283 | $463.0K | 0.04% | +4,283 | New |
| Alta Wealth Advisors LLC | 4,233 | $457.3K | 0.28% | −750−15.1% | Reduced |
| Morningstar Investment Management LLC | 4,220 | $456.0K | 0.06% | +121+3.0% | Added |
| Resources Investment Advisors, LLC. | 4,206 | $454.4K | 0.01% | +952+29.3% | Added |
| Rossmore Private Capital | 4,200 | $453.7K | 0.07% | 00.0% | Unchanged |
| Geller Advisors LLC | 4,155 | $448.9K | 0.05% | +282+7.3% | Added |
| CWA Asset Management Group, LLC | 4,151 | $448.4K | 0.03% | −177−4.1% | Reduced |
| Element Wealth, LLC | 4,107 | $443.7K | 0.32% | +38+0.9% | Added |
| Boston Private Wealth LLC | 4,107 | $443.6K | 0.01% | −762−15.7% | Reduced |
| Resource Consulting Group Inc | 4,078 | $440.5K | 0.09% | 00.0% | Unchanged |
| Strategic Advocates LLC | 4,072 | $439.9K | 0.21% | +4,072 | New |
| IHT Wealth Management, LLC | 4,068 | $439.5K | 0.02% | +318+8.5% | Added |
| Pitcairn Co | 4,048 | $437.3K | 0.04% | +176+4.5% | Added |
| Los Angeles Capital Management LLC | 4,034 | $435.8K | 0.00% | −1,762−30.4% | Reduced |
| EJF Capital LLC | 4,000 | $432.1K | 0.19% | −1,000−20.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,976 | $430.0K | 0.00% | −554−12.2% | Reduced |
| IFP Advisors, Inc | 3,979 | $429.7K | 0.02% | +706+21.6% | Added |
| Augustine Asset Management Inc | 3,944 | $426.1K | 0.20% | +2+0.1% | Added |
| Murphy Pohlad Asset Management LLC | 3,934 | $425.0K | 0.19% | +134+3.5% | Added |
| Colony Group LLC | 3,889 | $420.0K | 0.01% | −76−1.9% | Reduced |
| Icon Wealth Partners, LLC | 3,882 | $419.4K | 0.05% | −9,980−72.0% | Reduced |
| TD Private Client Wealth LLC | 3,873 | $418.4K | 0.02% | −4,071−51.2% | Reduced |
| Optimum Investment Advisors | 3,866 | $417.6K | 0.21% | −95−2.4% | Reduced |
| InTrack Investment Management Inc | 3,857 | $416.7K | 0.37% | +3,857 | New |
| Beaumont Asset Management, L.L.C. | 3,847 | $415.6K | 0.34% | +53+1.4% | Added |
| Congress Wealth Management LLC | 3,833 | $414.1K | 0.01% | −19−0.5% | Reduced |
| Nomura Holdings Inc | 3,826 | $413.3K | 0.00% | −3,487−47.7% | Reduced |
| Bradley Foster & Sargent Inc | 3,563 | $411.5K | 0.01% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 3,793 | $409.8K | 0.36% | +3,793 | New |
| Ameritas Investment Partners, Inc. | 3,776 | $407.9K | 0.02% | −170−4.3% | Reduced |
| Beacon Investment Advisors LLC | 3,758 | $406.0K | 0.29% | −178−4.5% | Reduced |
| American Investment Services, Inc. | 3,730 | $403.0K | 0.09% | +325+9.5% | Added |