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, 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 |
|---|---|---|---|---|---|
| Carolinas Wealth Consulting LLC | 607 | $100.8K | 0.02% | +6+1.0% | Added |
| United Community Bank | 622 | $103.3K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 632 | $105.0K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 634 | $105.3K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 647 | $107.5K | 0.04% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 655 | $109.0K | 0.00% | +655 | New |
| Montag A & Associates Inc | 702 | $116.6K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 703 | $116.8K | 0.01% | −2,284−76.5% | Reduced |
| State of Wyoming | 711 | $118.1K | 0.02% | +711 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 718 | $119.5K | 0.02% | +210+41.3% | Added |
| Capital Analysts, LLC | 726 | $121.0K | 0.00% | +14+2.0% | Added |
| Muzinich & Co., Inc. | 731 | $121.4K | 0.07% | 00.0% | Unchanged |
| ORG Partners LLC | 738 | $122.9K | 0.03% | −2,665−78.3% | Reduced |
| Harbour Investments, Inc. | 764 | $126.8K | 0.00% | +20+2.7% | Added |
| Y.D. More Investments Ltd | 767 | $127.4K | 0.01% | −137−15.2% | Reduced |
| Rosenberg Matthew Hamilton | 769 | $127.7K | 0.03% | −54−6.6% | Reduced |
| CVA Family Office, LLC | 791 | $131.4K | 0.02% | −82−9.4% | Reduced |
| Sentry Investment Management LLC | 944 | $135.0K | 0.09% | −282−23.0% | Reduced |
| Global X Japan Co., Ltd. | 818 | $135.9K | 0.02% | +163+24.9% | Added |
| Silvant Capital Management LLC | 821 | $136.4K | 0.01% | 00.0% | Unchanged |
| Atala Financial Inc | 821 | $136.4K | 0.10% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 826 | $137.3K | 0.01% | −370−30.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 843 | $139.9K | 0.03% | −612−42.1% | Reduced |
| CoreCap Advisors, LLC | 850 | $141.1K | 0.01% | −56−6.2% | Reduced |
| Anderson Financial Strategies, LLC | 884 | $146.8K | 0.09% | +884 | New |
| Stelac Advisory Services LLC | 898 | $149.1K | 0.06% | +17+1.9% | Added |
| Morse Asset Management, Inc | 900 | $149.5K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 959 | $159.0K | 0.01% | +92+10.6% | Added |
| Greykasell Wealth Strategies, Inc. | 971 | $161.3K | 0.09% | +971 | New |
| Vestor Capital, LLC | 1,000 | $166.0K | 0.01% | −5−0.5% | Reduced |
| AllSquare Wealth Management LLC | 1,000 | $166.1K | 0.10% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,029 | $170.9K | 0.11% | +16+1.6% | Added |
| TFC Financial Management | 1,058 | $175.7K | 0.03% | 00.0% | Unchanged |
| Motco | 1,086 | $180.4K | 0.02% | +3+0.3% | Added |
| Thompson Investment Management, Inc. | 1,097 | $182.2K | 0.03% | +6+0.5% | Added |
| Activest Wealth Management | 1,160 | $192.7K | 0.05% | −115−9.0% | Reduced |
| Bullock Wealth Management Group | 1,159 | $193.0K | 0.11% | +11+1.0% | Added |
| Central Trust Co | 1,162 | $193.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,198 | $199.0K | 0.02% | +1,198 | New |
| Armis Advisers, LLC | 1,272 | $200.2K | 0.02% | +1,272 | New |
| Csenge Advisory Group | 1,332 | $200.3K | 0.01% | +1,332 | New |
| Strategic Advisors LLC | 1,215 | $201.7K | 0.04% | −7−0.6% | Reduced |
| Gamco Investors, Inc. Et Al | 1,230 | $204.3K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,235 | $205.1K | 0.01% | +12+1.0% | Added |
| EPG Wealth Management LLC | 1,254 | $208.3K | 0.06% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 1,255 | $208.4K | 0.01% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 1,257 | $208.8K | 0.09% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,122 | $208.8K | 0.04% | −522−31.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,264 | $209.9K | 0.03% | +31+2.5% | Added |
| Pallas Capital Advisors LLC | 1,264 | $209.9K | 0.01% | +1,264 | New |
| Longboard Asset Management, LP | 1,273 | $211.4K | 0.62% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,275 | $211.8K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,280 | $212.6K | 0.10% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,281 | $212.8K | 0.02% | +77+6.4% | Added |
| Canopy Partners, LLC | 1,294 | $214.9K | 0.08% | +10+0.8% | Added |
| Sittner & Nelson, LLC | 1,294 | $214.9K | 0.09% | +650+100.9% | Added |
| Harbor Investment Advisory, LLC | 1,303 | $216.5K | 0.02% | −150−10.3% | Reduced |
| First Foundation Advisors | 1,304 | $216.6K | 0.01% | −556−29.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,311 | $217.8K | 0.01% | −223−14.5% | Reduced |
| Triad Wealth Partners, LLC | 1,319 | $219.0K | 0.07% | −81−5.8% | Reduced |
| Diversify Advisory Services, LLC | 1,401 | $219.6K | 0.01% | −136−8.8% | Reduced |
| CX Institutional | 1,341 | $223.0K | 0.01% | −10−0.7% | Reduced |
| Silver Lake Group, L.L.C. | 1,350 | $224.2K | 0.00% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,569 | $224.9K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,356 | $225.2K | 0.01% | +165+13.9% | Added |
| Flputnam Investment Management Co | 1,357 | $225.4K | 0.00% | +159+13.3% | Added |
| Advus Financial Partners, LLC | 1,359 | $225.7K | 0.06% | −128−8.6% | Reduced |
| Berry Wealth Group, LP | 1,359 | $225.7K | 0.18% | +1,359 | New |
| Purkiss Capital Advisors LLC | 1,363 | $226.4K | 0.17% | +17+1.3% | Added |
| LMG Wealth Partners, LLC | 1,366 | $226.9K | 0.05% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,374 | $228.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,385 | $230.0K | 0.10% | +1,385 | New |
| Meridian Wealth Management, LLC | 1,409 | $230.1K | 0.01% | −1,013−41.8% | Reduced |
| KMG Fiduciary Partners, LLC | 1,393 | $231.3K | 0.02% | +5+0.4% | Added |
| Moody National Bank Trust Division | 1,394 | $231.5K | 0.02% | +78+5.9% | Added |
| Barry Investment Advisors, LLC | 1,395 | $231.7K | 0.06% | +8+0.6% | Added |
| AE Wealth Management LLC | 1,396 | $231.8K | 0.00% | +1+0.1% | Added |
| Krane Funds Advisors LLC | 1,423 | $236.3K | 0.01% | −49−3.3% | Reduced |
| BSW Wealth Partners | 1,428 | $237.2K | 0.04% | −39−2.7% | Reduced |
| PAX Financial Group, LLC | 1,429 | $237.3K | 0.04% | −6−0.4% | Reduced |
| Geneos Wealth Management Inc. | 1,433 | $238.0K | 0.01% | +583+68.6% | Added |
| MRP Capital Investments, LLC | 1,450 | $240.8K | 0.23% | −25−1.7% | Reduced |
| Virtus ETF Advisers LLC | 1,450 | $240.8K | 0.16% | +1,450 | New |
| First Horizon Advisors, Inc. | 1,452 | $241.1K | 0.01% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,454 | $241.5K | 0.04% | +12+0.8% | Added |
| Vicus Capital | 1,466 | $243.5K | 0.02% | −56−3.7% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,468 | $243.8K | 0.06% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,470 | $244.1K | 0.08% | +130+9.7% | Added |
| Parcion Private Wealth LLC | 1,475 | $245.0K | 0.02% | −83−5.3% | Reduced |
| Dorsey Wright & Associates | 1,480 | $246.0K | 0.06% | −46−3.0% | Reduced |
| Ci Investments Inc. | 1,489 | $247.0K | 0.00% | −88−5.6% | Reduced |
| Howard Capital Management Group, LLC | 1,490 | $247.5K | 0.02% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,500 | $249.1K | 0.11% | 00.0% | Unchanged |
| GWN Securities Inc. | 1,504 | $250.5K | 0.01% | +1,504 | New |
| Parkside Financial Bank & Trust | 1,513 | $251.3K | 0.03% | +286+23.3% | Added |
| Kovitz Investment Group Partners, LLC | 1,516 | $251.8K | 0.00% | +152+11.1% | Added |
| ICONIQ Capital, LLC | 1,519 | $252.3K | 0.00% | +208+15.9% | Added |
| Fiduciary Trust Co | 1,522 | $252.7K | 0.00% | −20−1.3% | Reduced |
| Jacobi Capital Management LLC | 1,523 | $252.9K | 0.02% | 00.0% | Unchanged |
| First National Bank | 1,531 | $254.3K | 0.17% | 00.0% | Unchanged |