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.
| 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 |
|---|---|---|---|---|---|
| Alta Advisers Ltd | 1,000 | $108.0K | 0.06% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,000 | $108.0K | 0.07% | −1−0.1% | Reduced |
| Vestor Capital, LLC | 1,000 | $108.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,000 | $108.0K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 949 | $104.3K | 0.03% | +462+94.9% | Added |
| Rosenberg Matthew Hamilton | 949 | $102.5K | 0.03% | −46−4.6% | Reduced |
| Laffer Tengler Investments | 938 | $101.3K | 0.03% | +309+49.1% | Added |
| Ci Investments Inc. | 938 | $101.0K | 0.00% | +40+4.5% | Added |
| Headlands Technologies LLC | 917 | $99.1K | 0.05% | +905+7,541.7% | Added |
| Operose Advisors LLC | 885 | $95.6K | 0.04% | +775+704.5% | Added |
| Silvant Capital Management LLC | 821 | $88.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 810 | $87.5K | 0.01% | +34+4.4% | Added |
| Cullen/Frost Bankers, Inc. | 800 | $86.4K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 784 | $85.0K | 0.01% | 00.0% | Unchanged |
| ING Groep NV | 781 | $84.4K | 0.00% | +781 | New |
| Concord Wealth Partners | 775 | $83.7K | 0.02% | −21−2.6% | Reduced |
| Tobam | 769 | $83.0K | 0.01% | −290−27.4% | Reduced |
| Parkside Financial Bank & Trust | 742 | $80.2K | 0.02% | +76+11.4% | Added |
| Montag A & Associates Inc | 702 | $75.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 670 | $72.4K | 0.00% | −298−30.8% | Reduced |
| Elequin Capital LP | 659 | $70.9K | 0.01% | +659 | New |
| Farther Finance Advisors, LLC | 642 | $69.3K | 0.01% | +424+194.5% | Added |
| Register Financial Advisors LLC | 629 | $68.0K | 0.05% | +1+0.2% | Added |
| First Financial Corp | 617 | $66.7K | 0.04% | −53−7.9% | Reduced |
| Systematic Alpha Investments, LLC | 614 | $66.3K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 600 | $64.8K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 598 | $64.6K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 590 | $64.0K | 0.00% | +7+1.2% | Added |
| Hantz Financial Services, Inc. | 594 | $64.0K | 0.00% | +594 | New |
| Missouri Trust & Investment Co | 505 | $54.6K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 500 | $54.0K | 0.05% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 491 | $53.0K | 0.03% | +135+37.9% | Added |
| Salem Investment Counselors Inc | 483 | $52.2K | 0.00% | +40+9.0% | Added |
| Hexagon Capital Partners LLC | 472 | $51.0K | 0.01% | +1+0.2% | Added |
| Ronald Blue Trust, Inc. | 436 | $50.0K | 0.00% | +53+13.8% | Added |
| Marathon Trading Investment Management LLC | 462 | $49.9K | 0.04% | +462 | New |
| Glassman Wealth Services | 445 | $48.1K | 0.01% | +13+3.0% | Added |
| Global Retirement Partners, LLC | 453 | $47.3K | 0.00% | +63+16.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 415 | $45.0K | 0.00% | −167−28.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 412 | $45.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 411 | $44.0K | 0.00% | +411 | New |
| Delta Asset Management LLC | 406 | $43.9K | 0.00% | −173−29.9% | Reduced |
| Ameliora Wealth Management Ltd. | 400 | $43.2K | 0.03% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 380 | $41.0K | 0.03% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 378 | $40.8K | 0.02% | −79−17.3% | Reduced |
| Hoey Investments, Inc | 375 | $40.5K | 0.01% | 00.0% | Unchanged |
| American National Bank | 368 | $39.8K | 0.01% | −1,500−80.3% | Reduced |
| Muzinich & Co., Inc. | 366 | $39.5K | 0.03% | +81+28.4% | Added |
| Atlas Capital Advisors LLC | 362 | $39.1K | 0.01% | +199+122.1% | Added |
| Baystate Wealth Management LLC | 349 | $37.8K | 0.00% | +6+1.7% | Added |
| Nordwand Advisors, LLC | 346 | $37.4K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 345 | $37.3K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 344 | $37.2K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 344 | $37.2K | 0.01% | +344 | New |
| Beacon Capital Management, LLC | 314 | $36.3K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 335 | $36.2K | 0.00% | −17−4.8% | Reduced |
| Anchor Investment Management, LLC | 325 | $35.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 321 | $34.7K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 310 | $33.5K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 310 | $33.5K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 305 | $33.0K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 305 | $33.0K | 0.02% | +305 | New |
| Thompson Siegel & Walmsley LLC | 300 | $32.0K | 0.00% | −10,000−97.1% | Reduced |
| West Tower Group, LLC | 296 | $32.0K | 0.02% | +296 | New |
| Financial Freedom, LLC | 290 | $31.3K | 0.02% | +4+1.4% | Added |
| Capital Advisors, Ltd. LLC | 280 | $30.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 265 | $29.0K | 0.01% | +40+17.8% | Added |
| Kozak & Associates, Inc. | 263 | $27.4K | 0.01% | +5+1.9% | Added |
| Cambridge Trust Co | 250 | $27.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 247 | $26.7K | 0.00% | −139−36.0% | Reduced |
| Key Financial Inc | 247 | $26.7K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 244 | $26.4K | 0.01% | −11−4.3% | Reduced |
| State of Wyoming | 243 | $26.3K | 0.01% | +243 | New |
| Tyler-Stone Wealth Management | 238 | $26.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 233 | $25.2K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 233 | $25.2K | 0.01% | +233 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 232 | $25.1K | 0.02% | +4+1.8% | Added |
| Covestor Ltd | 227 | $25.0K | 0.02% | −6−2.6% | Reduced |
| DT Investment Partners, LLC | 228 | $24.6K | 0.00% | +200+714.3% | Added |
| HHM Wealth Advisors, LLC | 226 | $24.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 225 | $24.3K | 0.00% | +52+30.1% | Added |
| Legacy Financial Group LLC | 219 | $23.7K | 0.01% | +219 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 214 | $23.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 212 | $22.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 207 | $22.4K | 0.01% | +146+239.3% | Added |
| New England Capital Financial Advisors LLC | 200 | $21.6K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 180 | $19.4K | 0.00% | −45−20.0% | Reduced |
| Earnest Partners LLC | 178 | $19.2K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 174 | $18.8K | 0.00% | +150+625.0% | Added |
| Creative Financial Designs Inc | 164 | $17.7K | 0.00% | −103−38.6% | Reduced |
| Venturi Wealth Management, LLC | 163 | $17.6K | 0.00% | +163 | New |
| Column Capital Advisors, LLC | 157 | $17.0K | 0.00% | +2+1.3% | Added |
| Sutton Wealth Advisors Inc. | 156 | $16.9K | 0.01% | +11+7.6% | Added |
| Atwood & Palmer Inc | 155 | $16.7K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 160 | $16.7K | 0.00% | +160 | New |
| WFA of San Diego, LLC | 153 | $16.5K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 153 | $16.5K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $16.2K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 150 | $16.0K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 146 | $15.8K | 0.01% | 00.0% | Unchanged |