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 |
|---|---|---|---|---|---|
| Financial Sense Advisors, Inc. | 2,500 | $270.1K | 0.12% | 00.0% | Unchanged |
| Lincoln National Corp | 2,499 | $269.9K | 0.01% | +170+7.3% | Added |
| Gateway Investment Advisers LLC | 2,468 | $266.6K | 0.00% | −258,101−99.1% | Reduced |
| Samalin Investment Counsel, LLC | 2,468 | $266.6K | 0.15% | −22−0.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,465 | $266.3K | 0.12% | −1,700−40.8% | Reduced |
| Quantitative Investment Management, LLC | 2,469 | $266.0K | 0.04% | +2,469 | New |
| Balentine LLC | 2,461 | $265.9K | 0.01% | +276+12.6% | Added |
| Tiaa Trust, National Association | 2,461 | $265.9K | 0.00% | +2,461 | New |
| Longfellow Investment Management Co LLC | 2,441 | $263.7K | 0.07% | −1,107−31.2% | Reduced |
| Manchester Capital Management LLC | 2,440 | $263.6K | 0.04% | +161+7.1% | Added |
| Proequities, Inc. | 2,428 | $262.3K | 0.02% | +49+2.1% | Added |
| Lafayette Investments, Inc. | 2,425 | $262.0K | 0.07% | 00.0% | Unchanged |
| Intrust Bank NA | 2,417 | $261.1K | 0.03% | −86−3.4% | Reduced |
| Renaissance Group LLC | 2,413 | $260.7K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,404 | $259.7K | 0.01% | +153+6.8% | Added |
| Silverleafe Capital Partners, LLC | 2,400 | $259.3K | 0.13% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 2,400 | $259.3K | 0.23% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 2,400 | $259.3K | 0.03% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 2,388 | $258.0K | 0.19% | −269−10.1% | Reduced |
| Kaizen Financial Strategies | 2,377 | $256.8K | 0.22% | 00.0% | Unchanged |
| Comerica Securities,inc. | 2,377 | $256.8K | 0.02% | −193−7.5% | Reduced |
| Arkadios Wealth Advisors | 2,375 | $256.5K | 0.02% | +99+4.3% | Added |
| Rehmann Capital Advisory Group | 2,343 | $253.2K | 0.02% | −95−3.9% | Reduced |
| RMR Wealth Builders | 2,343 | $253.1K | 0.04% | −140−5.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,331 | $252.0K | 0.03% | −273−10.5% | Reduced |
| Financial Advisors Network, Inc. | 2,310 | $249.6K | 0.06% | +2,310 | New |
| Waddell & Associates, LLC | 2,302 | $248.7K | 0.04% | −35−1.5% | Reduced |
| PFG Investments, LLC | 2,281 | $246.4K | 0.05% | −84−3.6% | Reduced |
| NorthRock Partners, LLC | 2,270 | $245.2K | 0.03% | +338+17.5% | Added |
| Alps Advisors Inc | 2,259 | $244.0K | 0.00% | −783−25.7% | Reduced |
| Strategic Financial Concepts, LLC | 2,252 | $243.3K | 0.08% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 2,251 | $243.2K | 0.11% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 2,250 | $243.1K | 0.03% | −500−18.2% | Reduced |
| Socha Financial Group, LLC | 2,250 | $243.0K | 0.13% | 00.0% | Unchanged |
| Umb Bank N A | 2,232 | $241.1K | 0.00% | −408−15.5% | Reduced |
| LJI Wealth Management, LLC | 2,231 | $241.0K | 0.07% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,222 | $240.0K | 0.05% | +370+20.0% | Added |
| Pinnacle Associates Ltd | 2,211 | $238.9K | 0.00% | +4+0.2% | Added |
| Novare Capital Management LLC | 2,210 | $238.7K | 0.03% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 2,178 | $235.3K | 0.08% | −50−2.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,178 | $235.3K | 0.09% | 00.0% | Unchanged |
| Simmons Bank | 2,175 | $235.0K | 0.02% | −107−4.7% | Reduced |
| KMG Fiduciary Partners, LLC | 2,172 | $234.6K | 0.03% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 2,171 | $234.5K | 0.05% | +26+1.2% | Added |
| Deseret Mutual Benefit Administrators | 2,165 | $233.9K | 0.11% | −411−16.0% | Reduced |
| Whalerock Point Partners, LLC | 2,165 | $233.9K | 0.08% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 2,145 | $231.7K | 0.04% | −205−8.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 2,125 | $229.6K | 0.17% | 00.0% | Unchanged |
| White Pine Capital LLC | 2,105 | $227.4K | 0.09% | +2,105 | New |
| Bluefin Capital Management, LLC | 2,100 | $226.9K | 0.02% | +2,100 | New |
| EHP Funds Inc. | 2,100 | $226.9K | 0.11% | +2,100 | New |
| Machina Capital S.A.S. | 2,092 | $226.0K | 0.13% | +2,092 | New |
| Shelton Capital Management | 2,085 | $225.2K | 0.01% | 00.0% | Unchanged |
| Manchester Financial Inc | 2,066 | $223.2K | 0.07% | 00.0% | Unchanged |
| Rockland Trust Co | 2,050 | $221.5K | 0.01% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 2,049 | $221.4K | 0.02% | +17+0.8% | Added |
| Woodward Diversified Capital, LLC | 2,047 | $221.2K | 0.16% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 2,036 | $219.9K | 0.02% | −46−2.2% | Reduced |
| Stock Yards Bank & Trust Co | 2,028 | $219.1K | 0.01% | −307−13.1% | Reduced |
| Viawealth, LLC | 2,024 | $218.7K | 0.16% | −127−5.9% | Reduced |
| Camelot Portfolios, LLC | 2,022 | $218.4K | 0.21% | −936−31.6% | Reduced |
| Resonant Capital Advisors, LLC | 2,011 | $217.2K | 0.02% | +31+1.6% | Added |
| IFG Advisory, LLC | 2,002 | $216.3K | 0.02% | +2,002 | New |
| Atlas Private Wealth Advisors | 2,000 | $216.1K | 0.04% | +2,000 | New |
| Lakeview Capital Partners, LLC | 1,994 | $215.4K | 0.04% | +97+5.1% | Added |
| Regions Financial Corp | 1,987 | $214.7K | 0.00% | −450−18.5% | Reduced |
| American State Bank (Iowa) | 1,982 | $214.1K | 0.15% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 1,979 | $213.8K | 0.11% | −118−5.6% | Reduced |
| Horan Capital Advisors, LLC. | 1,975 | $213.4K | 0.09% | +1,975 | New |
| Williams Jones Wealth Management, LLC. | 1,973 | $213.1K | 0.00% | −300−13.2% | Reduced |
| Sentry Investment Management LLC | 1,902 | $205.0K | 0.10% | −239−11.2% | Reduced |
| Smithfield Trust Co | 1,905 | $205.0K | 0.01% | +1,200+170.2% | Added |
| Valley Forge Investment Consultants Inc Adv | 1,879 | $203.0K | 0.09% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,877 | $202.8K | 0.01% | +1,877 | New |
| Regent Peak Wealth Advisors LLC | 1,874 | $202.4K | 0.06% | −90−4.6% | Reduced |
| Mission Wealth Management, LP | 1,870 | $202.0K | 0.01% | +27+1.5% | Added |
| Herbst Group, LLC | 1,865 | $201.5K | 0.14% | +25+1.4% | Added |
| V-Square Quantitative Management LLC | 1,755 | $189.6K | 0.08% | +1,755 | New |
| North Star Investment Management Corp. | 1,740 | $188.0K | 0.02% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,696 | $183.2K | 0.02% | −1,230−42.0% | Reduced |
| Credential Qtrade Securities Inc. | 1,637 | $176.8K | 0.01% | +281+20.7% | Added |
| Paradigm Asset Management Co LLC | 1,635 | $176.6K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,540 | $166.4K | 0.02% | +418+37.3% | Added |
| Park Place Capital Corp | 1,511 | $163.2K | 0.05% | −1,582−51.1% | Reduced |
| Howard Capital Management Group, LLC | 1,490 | $161.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,489 | $160.9K | 0.01% | −32−2.1% | Reduced |
| Centiva Capital, LP | 1,436 | $155.1K | 0.01% | −5,926−80.5% | Reduced |
| Central Trust Co | 1,350 | $145.8K | 0.00% | +105+8.4% | Added |
| Logan Capital Management Inc | 1,272 | $137.4K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,263 | $136.0K | 0.02% | −87−6.4% | Reduced |
| Massmutual Trust Co FSB | 1,239 | $133.8K | 0.00% | +31+2.6% | Added |
| Allworth Financial LP | 1,140 | $123.2K | 0.00% | +130+12.9% | Added |
| Ninepoint Partners LP | 1,134 | $122.5K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,129 | $122.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,120 | $121.0K | 0.02% | +7+0.6% | Added |
| Bokf, NA | 1,055 | $115.9K | 0.00% | +247+30.6% | Added |
| Clearstead Advisors, LLC | 1,073 | $115.9K | 0.01% | +334+45.2% | Added |
| Motco | 1,027 | $110.9K | 0.01% | −35−3.3% | Reduced |
| Rowland & Co Investment Counsel | 1,000 | $108.0K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 1,000 | $108.0K | 0.00% | 00.0% | Unchanged |