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, Q1 2025
Institutional positions in Simon Property Group Inc. as of Mar 31, 2025. 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
- 1,202
- +22 vs. Q4 2024
- Shares held
- 294.6M
- +5.12M (+1.8%) vs. Q4 2024
- Total value
- $48.9B
- −$869.4M (−1.7%) vs. Q4 2024
- New holders
- 113
- 476 more added
- Sold out
- 91
- 403 more reduced
15 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Costello Asset Management, INC | 87 | $14.4K | 0.01% | +24+38.1% | Added |
| NewSquare Capital LLC | 89 | $14.8K | 0.00% | +66+287.0% | Added |
| Pacific Center for Financial Services | 99 | $16.4K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $16.6K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 100 | $16.6K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 100 | $16.6K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 101 | $16.8K | 0.00% | +101 | New |
| MPWM Advisory Solutions, LLC | 101 | $16.8K | 0.01% | +1+1.0% | Added |
| Trust Co | 103 | $17.1K | 0.00% | −143−58.1% | Reduced |
| Grayhawk Investment Strategies Inc. | 105 | $17.4K | 0.04% | 00.0% | Unchanged |
| Asset Dedication, LLC | 105 | $17.4K | 0.00% | −1−0.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 108 | $17.9K | 0.00% | +1+0.9% | Added |
| Duncker Streett & Co Inc | 109 | $18.1K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 109 | $18.1K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 110 | $18.3K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 112 | $18.6K | 0.00% | −2−1.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 119 | $19.8K | 0.01% | +119 | New |
| Cape Investment Advisory, Inc. | 123 | $20.5K | 0.01% | +109+778.6% | Added |
| True Wealth Design, LLC | 125 | $20.7K | 0.01% | +40+47.1% | Added |
| Abound Wealth Management | 125 | $20.8K | 0.01% | −1−0.8% | Reduced |
| Global Financial Private Client, LLC | 127 | $21.1K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 128 | $21.3K | 0.11% | +128 | New |
| Riverview Trust Co | 129 | $21.4K | 0.02% | −6−4.4% | Reduced |
| Clearstead Advisors, LLC | 132 | $21.9K | 0.00% | −532−80.1% | Reduced |
| Hughes Financial Services, LLC | 133 | $22.1K | 0.00% | +133 | New |
| West Paces Advisors Inc. | 138 | $22.9K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 138 | $22.9K | 0.00% | +111+411.1% | Added |
| GW&K Investment Management, LLC | 153 | $25.0K | 0.00% | −2−1.3% | Reduced |
| Boyd Watterson Asset Management LLC | 153 | $25.4K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 155 | $25.7K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 156 | $25.9K | 0.02% | +81+108.0% | Added |
| Atlantic Trust, LLC | 158 | $26.2K | 0.01% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 160 | $26.6K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 161 | $26.7K | 0.00% | −4−2.4% | Reduced |
| Colonial Trust Co | 170 | $27.9K | 0.00% | −39−18.7% | Reduced |
| Richardson Financial Services Inc. | 171 | $28.4K | 0.02% | +111+185.0% | Added |
| New England Capital Financial Advisors LLC | 175 | $29.1K | 0.01% | +2+1.2% | Added |
| Caisse des Depots Et Consignations | 178 | $29.6K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 181 | $30.1K | 0.02% | −32−15.0% | Reduced |
| Continuum Advisory, LLC | 193 | $32.1K | 0.00% | +156+421.6% | Added |
| Valley National Advisers Inc | 203 | $33.0K | 0.01% | +1+0.5% | Added |
| Webster Bank, N. A. | 200 | $33.2K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 205 | $34.0K | 0.00% | +77+60.2% | Added |
| Covestor Ltd | 211 | $35.0K | 0.02% | +45+27.1% | Added |
| AdvisorNet Financial, Inc | 218 | $36.2K | 0.00% | +95+77.2% | Added |
| Beacon Capital Management, LLC | 223 | $37.0K | 0.01% | +2+0.9% | Added |
| DT Investment Partners, LLC | 228 | $37.9K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 232 | $38.5K | 0.00% | −6,333−96.5% | Reduced |
| Arlington Trust Co LLC | 233 | $38.7K | 0.01% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 236 | $39.2K | 0.02% | +236 | New |
| MV Capital Management, Inc. | 242 | $40.2K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 244 | $40.5K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 250 | $41.5K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 250 | $41.5K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 255 | $42.4K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 263 | $43.7K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 264 | $43.9K | 0.02% | −26−9.0% | Reduced |
| Indiana Trust & Investment Management CO | 265 | $44.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 267 | $44.3K | 0.00% | +3+1.1% | Added |
| BOK Financial Private Wealth, Inc. | 268 | $44.5K | 0.00% | +32+13.6% | Added |
| Kozak & Associates, Inc. | 310 | $46.4K | 0.01% | +4+1.3% | Added |
| Salem Investment Counselors Inc | 282 | $46.8K | 0.00% | +39+16.0% | Added |
| WPG Advisers, LLC | 282 | $46.8K | 0.04% | +74+35.6% | Added |
| Old Point Trust & Financial Services N A | 300 | $49.8K | 0.02% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 304 | $50.6K | 0.04% | −6−1.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 310 | $51.5K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 312 | $51.9K | 0.03% | +4+1.3% | Added |
| IAG Wealth Partners, LLC | 315 | $52.3K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 327 | $54.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 334 | $55.5K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 334 | $55.5K | 0.00% | +304+1,013.3% | Added |
| Delta Asset Management LLC | 340 | $56.5K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 345 | $57.0K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 345 | $57.3K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 346 | $57.5K | 0.02% | 00.0% | Unchanged |
| First Pacific Financial | 370 | $61.4K | 0.01% | +58+18.6% | Added |
| Hoey Investments, Inc | 375 | $62.3K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 381 | $63.3K | 0.01% | +266+231.3% | Added |
| TCTC Holdings, LLC | 385 | $63.9K | 0.00% | +186+93.5% | Added |
| First Financial Corp | 400 | $66.4K | 0.03% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 412 | $68.0K | 0.01% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 435 | $72.2K | 0.02% | +435 | New |
| GHP Investment Advisors, Inc. | 437 | $72.6K | 0.00% | +4+0.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 446 | $74.1K | 0.03% | −15−3.3% | Reduced |
| Alpine Bank Wealth Management | 454 | $75.4K | 0.01% | +454 | New |
| Wayfinding Financial, LLC | 461 | $76.0K | 0.03% | +461 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 469 | $77.9K | 0.15% | −8−1.7% | Reduced |
| Zions Bancorporation, National Association | 486 | $80.7K | 0.01% | +486 | New |
| NBT Bank N A | 500 | $83.0K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 500 | $83.0K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 505 | $83.9K | 0.02% | +421+501.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 525 | $87.2K | 0.03% | −450−46.2% | Reduced |
| Missouri Trust & Investment Co | 526 | $87.4K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 527 | $87.5K | 0.00% | +164+45.2% | Added |
| Rossby Financial, LCC | 559 | $87.5K | 0.04% | +559 | New |
| Central Pacific Bank - Trust Division | 538 | $89.4K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 541 | $89.9K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 554 | $92.0K | 0.04% | +7+1.3% | Added |
| Quent Capital, LLC | 588 | $97.6K | 0.01% | +86+17.1% | Added |
| Farmers & Merchants Investments Inc | 598 | $99.3K | 0.00% | 00.0% | Unchanged |