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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 1,536 | $255.1K | 0.01% | +1,536 | New |
| Breakwater Capital Group | 1,540 | $255.8K | 0.05% | +110+7.7% | Added |
| North Star Investment Management Corp. | 1,560 | $259.1K | 0.02% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 1,560 | $259.1K | 0.00% | −278−15.1% | Reduced |
| Coco Enterprises, LLC | 1,851 | $259.9K | 0.19% | +2+0.1% | Added |
| PDS Planning, Inc | 1,565 | $259.9K | 0.02% | +112+7.7% | Added |
| Hazelview Securities Inc. | 1,570 | $260.7K | 0.05% | +1,570 | New |
| Godshalk Welsh Capital Management, Inc. | 1,575 | $261.6K | 0.17% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 1,580 | $262.4K | 0.01% | −104−6.2% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,712 | $262.4K | 0.09% | +1,712 | New |
| Badgley Phelps Wealth Managers, LLC | 1,584 | $263.1K | 0.01% | −337−17.5% | Reduced |
| PharVision Advisers, LLC | 1,588 | $263.7K | 0.37% | +1,588 | New |
| Fort Sheridan Advisors LLC | 1,589 | $263.9K | 0.04% | −150−8.6% | Reduced |
| Silvercrest Asset Management Group LLC | 1,590 | $264.1K | 0.00% | +262+19.7% | Added |
| Clientfirst Wealth Management, LLC | 1,593 | $264.6K | 0.30% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 1,593 | $265.0K | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,594 | $265.0K | 0.02% | +1,594 | New |
| Point72 Hong Kong Ltd | 1,600 | $265.7K | 0.02% | +1,600 | New |
| Deseret Mutual Benefit Administrators | 1,622 | $269.4K | 0.13% | −74−4.4% | Reduced |
| Cornerstone Wealth Management, LLC | 1,627 | $270.3K | 0.02% | +4+0.2% | Added |
| Cornerstone Advisory, LLC | 1,694 | $271.3K | 0.03% | −3−0.2% | Reduced |
| Paradigm Asset Management Co LLC | 1,635 | $271.5K | 0.07% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,643 | $272.9K | 0.00% | +362+28.3% | Added |
| Childress Capital Advisors, LLC | 1,646 | $273.4K | 0.08% | −43−2.5% | Reduced |
| Keel Point, LLC | 1,649 | $273.8K | 0.02% | +250+17.9% | Added |
| Worth Venture Partners, LLC | 1,650 | $274.0K | 0.52% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,657 | $275.0K | 0.08% | +2+0.1% | Added |
| Gibbs Wealth Management | 1,666 | $276.7K | 0.07% | +1,666 | New |
| Platform Technology Partners | 1,673 | $277.9K | 0.08% | +11+0.7% | Added |
| CKW Financial Group | 1,677 | $279.0K | 0.03% | +1,677 | New |
| Baker Avenue Asset Management, LP | 1,681 | $279.2K | 0.01% | −869−34.1% | Reduced |
| VELA Investment Management, LLC | 1,683 | $279.5K | 0.10% | −51−2.9% | Reduced |
| Gryphon Financial Partners LLC | 1,685 | $279.8K | 0.04% | +268+18.9% | Added |
| BNP Paribas | 1,688 | $280.3K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,699 | $282.3K | 0.00% | +141+9.1% | Added |
| Kapitalo Investimentos Ltda | 1,703 | $282.8K | 0.06% | +1,049+160.4% | Added |
| EP Wealth Advisors, LLC | 1,708 | $283.7K | 0.00% | −2,680−61.1% | Reduced |
| Icon Wealth Advisors, LLC | 1,711 | $284.2K | 0.02% | +50+3.0% | Added |
| Shelton Capital Management | 1,716 | $285.0K | 0.01% | −47−2.7% | Reduced |
| LMR Partners LLP | 1,718 | $285.3K | 0.01% | +1,650+2,426.5% | Added |
| PEAK6 LLC | 1,722 | $286.0K | 0.01% | +1,722 | New |
| Lindbrook Capital, LLC | 1,744 | $289.6K | 0.03% | −600−25.6% | Reduced |
| Cabot Wealth Management Inc | 1,745 | $289.8K | 0.04% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 1,747 | $290.1K | 0.08% | −4−0.2% | Reduced |
| Socha Financial Group, LLC | 1,750 | $290.6K | 0.14% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,751 | $290.8K | 0.01% | +1,751 | New |
| Bragg Financial Advisors, Inc | 1,753 | $291.1K | 0.01% | +324+22.7% | Added |
| Kovack Advisors, Inc. | 1,757 | $291.7K | 0.03% | +189+12.1% | Added |
| Stratos Wealth Partners, LTD. | 1,766 | $293.4K | 0.00% | −957−35.1% | Reduced |
| Whalerock Point Partners, LLC | 1,776 | $295.0K | 0.07% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,776 | $295.0K | 0.01% | −198−10.0% | Reduced |
| Prudent Man Advisors, LLC | 1,781 | $295.8K | 0.11% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,787 | $296.8K | 0.07% | −27−1.5% | Reduced |
| American State Bank (Iowa) | 1,804 | $299.4K | 0.18% | 00.0% | Unchanged |
| Optas, LLC | 1,812 | $300.9K | 0.05% | +102+6.0% | Added |
| Brighton Jones LLC | 1,815 | $301.5K | 0.01% | +102+6.0% | Added |
| ZRC Wealth Management, LLC | 1,819 | $302.1K | 0.13% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,826 | $303.3K | 0.03% | +1,826 | New |
| Synovus Financial Corp | 1,847 | $306.9K | 0.00% | +367+24.8% | Added |
| LJI Wealth Management, LLC | 1,849 | $307.1K | 0.06% | 00.0% | Unchanged |
| Intrua Financial, LLC | 1,860 | $308.9K | 0.05% | +11+0.6% | Added |
| 4WEALTH Advisors, Inc. | 1,863 | $309.5K | 0.34% | −59−3.1% | Reduced |
| Cetera Trust Company, N.A | 1,875 | $311.4K | 0.20% | 00.0% | Unchanged |
| IFG Advisory, LLC | 1,878 | $311.9K | 0.02% | +1+0.1% | Added |
| CWA Asset Management Group, LLC | 1,880 | $312.2K | 0.01% | −291−13.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,889 | $313.7K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,895 | $314.7K | 0.01% | +300+18.8% | Added |
| Good Life Advisors, LLC | 1,902 | $315.9K | 0.02% | −6−0.3% | Reduced |
| Great Lakes Advisors, LLC | 1,908 | $316.9K | 0.00% | +68+3.7% | Added |
| Quotient Wealth Partners, LLC | 1,917 | $318.3K | 0.01% | +111+6.1% | Added |
| Howard Capital Management Inc. | 1,922 | $319.2K | 0.01% | −295−13.3% | Reduced |
| Versant Capital Management, Inc | 1,934 | $321.2K | 0.05% | +935+93.6% | Added |
| Intrust Bank NA | 1,937 | $321.7K | 0.03% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,944 | $322.9K | 0.08% | +366+23.2% | Added |
| Kathmere Capital Management, LLC | 1,953 | $324.4K | 0.03% | −157−7.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,960 | $325.6K | 0.02% | −69−3.4% | Reduced |
| Huntleigh Advisors, Inc. | 1,963 | $326.0K | 0.05% | −500−20.3% | Reduced |
| Fidelis Capital Partners, LLC | 2,084 | $326.5K | 0.03% | −142−6.4% | Reduced |
| Callan Family Office, LLC | 1,972 | $327.5K | 0.02% | −1,933−49.5% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,988 | $330.1K | 0.18% | −432−17.9% | Reduced |
| Atlas Private Wealth Advisors | 2,008 | $333.5K | 0.05% | +8+0.4% | Added |
| Samalin Investment Counsel, LLC | 2,008 | $333.5K | 0.14% | +667+49.7% | Added |
| SageView Advisory Group, LLC | 2,009 | $333.6K | 0.01% | +30+1.5% | Added |
| Fulton Bank, N.A. | 2,009 | $333.7K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,021 | $335.6K | 0.03% | +400+24.7% | Added |
| Manchester Financial Inc | 2,021 | $335.7K | 0.08% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 2,025 | $336.3K | 0.07% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 2,031 | $337.3K | 0.00% | +510+33.5% | Added |
| Bard Financial Services, Inc. | 2,040 | $338.8K | 0.04% | −170−7.7% | Reduced |
| Rockland Trust Co | 2,050 | $340.5K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 2,057 | $341.6K | 0.01% | −1,408−40.6% | Reduced |
| Bridgewater Associates, LP | 2,059 | $342.0K | 0.00% | +880+74.6% | Added |
| Strategic Financial Concepts, LLC | 2,066 | $343.2K | 0.06% | −702−25.4% | Reduced |
| Gateway Investment Advisers LLC | 2,067 | $343.3K | 0.00% | +172+9.1% | Added |
| Jefferies Financial Group Inc. | 2,082 | $345.8K | 0.01% | −185−8.2% | Reduced |
| Stratos Wealth Advisors, LLC | 2,085 | $346.4K | 0.02% | −23−1.1% | Reduced |
| Resurgent Financial Advisors LLC | 2,114 | $351.1K | 0.21% | −263−11.1% | Reduced |
| Kaizen Financial Strategies | 2,148 | $356.7K | 0.21% | +27+1.3% | Added |
| Novare Capital Management LLC | 2,150 | $357.1K | 0.03% | 00.0% | Unchanged |
| Regions Financial Corp | 2,161 | $358.9K | 0.00% | +21+1.0% | Added |