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 |
|---|---|---|---|---|---|
| RS Crum Inc. | 3,709 | $400.7K | 0.14% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,693 | $398.9K | 0.01% | −26−0.7% | Reduced |
| Alpha Cubed Investments, LLC | 3,685 | $398.1K | 0.03% | 00.0% | Unchanged |
| GTS Securities LLC | 3,678 | $397.3K | 0.01% | +1,454+65.4% | Added |
| JDM Financial Group LLC | 3,674 | $396.9K | 0.37% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 3,665 | $395.9K | 0.28% | −100−2.7% | Reduced |
| Ghe, LLC | 3,652 | $395.0K | 0.27% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,628 | $391.9K | 0.01% | +558+18.2% | Added |
| Eqis Capital Management, Inc. | 3,614 | $390.4K | 0.05% | −382−9.6% | Reduced |
| Wedmont Private Capital | 3,701 | $390.2K | 0.04% | −272−6.8% | Reduced |
| SageView Advisory Group, LLC | 3,601 | $389.0K | 0.02% | −152−4.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,590 | $387.8K | 0.08% | +1,290+56.1% | Added |
| Heritage Trust Co | 3,559 | $384.5K | 0.06% | +1,710+92.5% | Added |
| Titleist Asset Management, LLC | 3,529 | $381.2K | 0.08% | −522−12.9% | Reduced |
| Wintrust Investments LLC | 3,513 | $380.0K | 0.04% | −50−1.4% | Reduced |
| Cigna Investments Inc | 3,500 | $379.0K | 0.09% | −444−11.3% | Reduced |
| Syon Capital LLC | 3,488 | $376.8K | 0.05% | +3,488 | New |
| Savant Capital, LLC | 3,482 | $376.2K | 0.01% | +70+2.1% | Added |
| HB Wealth Management, LLC | 3,478 | $375.7K | 0.01% | −328−8.6% | Reduced |
| Ellevest, Inc. | 3,466 | $374.4K | 0.03% | +3,466 | New |
| Schulhoff & Co Inc | 3,466 | $374.4K | 0.19% | +263+8.2% | Added |
| Sage Investment Advisers LLC | 3,411 | $368.5K | 0.51% | 00.0% | Unchanged |
| Rothschild Investment Corp | 3,403 | $368.0K | 0.03% | +30+0.9% | Added |
| Mutual Advisors, LLC | 3,403 | $367.6K | 0.01% | −297−8.0% | Reduced |
| Joel Isaacson & Co., LLC | 3,396 | $366.9K | 0.03% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 3,394 | $366.7K | 0.01% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 3,370 | $364.0K | 0.10% | +41+1.2% | Added |
| Ritholtz Wealth Management | 3,339 | $360.7K | 0.02% | +365+12.3% | Added |
| Schechter Investment Advisors, LLC | 3,322 | $358.9K | 0.03% | +400+13.7% | Added |
| Harbor Investment Advisory, LLC | 3,317 | $358.4K | 0.05% | −50−1.5% | Reduced |
| Edgestream Partners, L.P. | 3,309 | $357.5K | 0.03% | −39,409−92.3% | Reduced |
| ORG Partners LLC | 3,301 | $356.8K | 0.11% | +39+1.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $356.5K | 0.13% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 3,297 | $356.2K | 0.14% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,278 | $354.1K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,271 | $353.4K | 0.04% | +246+8.1% | Added |
| Lazari Capital Management, Inc. | 3,269 | $353.1K | 0.21% | +10.0% | Added |
| Asset Management Resources, LLC | 3,264 | $352.6K | 0.22% | −13−0.4% | Reduced |
| Qtron Investments LLC | 3,251 | $351.2K | 0.07% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,250 | $351.1K | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,238 | $349.8K | 0.01% | +18+0.6% | Added |
| Reuter James Wealth Management, LLC | 3,225 | $348.4K | 0.26% | +3,225 | New |
| Clear Street Markets LLC | 3,200 | $346.0K | 0.24% | +1,873+141.1% | Added |
| CAPROCK Group, Inc. | 3,195 | $345.3K | 0.03% | +187+6.2% | Added |
| We Are One Seven, LLC | 3,138 | $339.0K | 0.03% | −343−9.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,134 | $338.6K | 0.03% | +588+23.1% | Added |
| MRP Capital Investments, LLC | 6,791 | $338.2K | 0.38% | +2,986+78.5% | Added |
| Trust Co of Vermont | 3,103 | $335.2K | 0.02% | −206−6.2% | Reduced |
| 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 |
| Credit Agricole S A | 3,098 | $334.7K | 0.01% | +3,077+14,652.4% | Added |
| Washington Trust Co | 3,079 | $332.6K | 0.01% | −376−10.9% | Reduced |
| Intrua Financial, LLC | 3,064 | $331.0K | 0.06% | +252+9.0% | Added |
| Lederer & Associates Investment Counsel | 3,035 | $328.0K | 0.26% | 00.0% | Unchanged |
| Banco Santander, S.A. | 3,036 | $328.0K | 0.00% | +3,036 | New |
| Monument Capital Management | 3,030 | $327.3K | 0.11% | +321+11.8% | Added |
| Johnson Investment Counsel Inc | 3,013 | $325.5K | 0.00% | −70−2.3% | Reduced |
| NEOS Investment Management LLC | 3,009 | $325.1K | 0.04% | +3,009 | 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 |
| Pathway Financial Advisers, LLC | 2,993 | $323.4K | 0.13% | +2,993 | New |
| SkyView Investment Advisors, LLC | 2,982 | $322.0K | 0.13% | +138+4.9% | Added |
| Merit Financial Group, LLC | 2,974 | $321.3K | 0.01% | −7,336−71.2% | Reduced |
| Capital Investment Advisors, LLC | 2,971 | $320.9K | 0.01% | −418−12.3% | Reduced |
| First National Bank Sioux Falls | 2,965 | $320.3K | 0.19% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,965 | $320.0K | 0.01% | −38−1.3% | Reduced |
| Apollon Wealth Management, LLC | 2,933 | $316.9K | 0.02% | +1,018+53.2% | Added |
| Harvest Portfolios Group Inc. | 2,925 | $316.0K | 0.01% | +636+27.8% | Added |
| Inspire Advisors, LLC | 2,923 | $315.7K | 0.06% | +12+0.4% | Added |
| Glass Jacobson Investment Advisors llc | 2,877 | $310.8K | 0.14% | −225−7.3% | Reduced |
| NBC Securities, Inc. | 2,879 | $310.0K | 0.03% | +2,879 | New |
| Coco Enterprises, LLC | 2,863 | $309.2K | 0.25% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 2,850 | $307.9K | 0.08% | +27+1.0% | Added |
| Schnieders Capital Management LLC | 2,848 | $307.7K | 0.07% | 00.0% | Unchanged |
| Washington Trust Bank | 2,821 | $304.8K | 0.03% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 2,792 | $301.6K | 0.04% | −3,220−53.6% | Reduced |
| Moors & Cabot, Inc. | 2,790 | $301.4K | 0.02% | −191−6.4% | Reduced |
| Cornerstone Advisory, LLC | 2,784 | $300.8K | 0.05% | +68+2.5% | Added |
| Octavia Wealth Advisors, LLC | 2,772 | $299.5K | 0.06% | −63−2.2% | Reduced |
| Trust Co | 2,744 | $296.4K | 0.05% | +141+5.4% | Added |
| Siemens Fonds Invest GmbH | 2,735 | $295.5K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 2,731 | $295.0K | 0.05% | +15+0.6% | Added |
| Autumn Glory Partners, LLC | 2,710 | $292.8K | 0.18% | 00.0% | Unchanged |
| Edmp, Inc. | 2,696 | $291.2K | 0.30% | +684+34.0% | Added |
| Conning Inc. | 2,688 | $290.4K | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,660 | $287.3K | 0.04% | +128+5.1% | Added |
| Bessemer Securities LLC | 2,629 | $284.0K | 0.39% | −1,050−28.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 2,616 | $282.6K | 0.02% | +2,616 | New |
| Good Life Advisors, LLC | 2,610 | $282.0K | 0.03% | −165−5.9% | Reduced |
| Clarius Group, LLC | 2,610 | $282.0K | 0.03% | −847−24.5% | Reduced |
| Larson Financial Group LLC | 2,542 | $274.6K | 0.03% | +2,542 | New |
| Kapitalo Investimentos Ltda | 2,532 | $273.5K | 0.04% | +2,532 | New |
| Hutchens & Kramer Investment Management Group, LLC | 2,610 | $273.1K | 0.22% | −250−8.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,525 | $272.8K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,514 | $271.6K | 0.01% | +256+11.3% | Added |
| Stratos Wealth Advisors, LLC | 2,513 | $271.5K | 0.02% | +82+3.4% | Added |
| Welch Group, LLC | 2,503 | $270.4K | 0.02% | +10.0% | Added |
| Graypoint LLC | 2,500 | $270.1K | 0.03% | +102+4.3% | Added |