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 |
|---|---|---|---|---|---|
| Conning Inc. | 2,171 | $360.6K | 0.01% | −18−0.8% | Reduced |
| Eqis Capital Management, Inc. | 2,174 | $361.1K | 0.03% | +78+3.7% | Added |
| Resonant Capital Advisors, LLC | 2,195 | $364.5K | 0.03% | −41−1.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,223 | $369.2K | 0.05% | +28+1.3% | Added |
| Promethium Advisors,llc | 2,244 | $372.7K | 0.24% | −7,824−77.7% | Reduced |
| M&G Plc | 2,250 | $373.5K | 0.00% | +2,250 | New |
| Burney Co | 2,251 | $373.8K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,251 | $373.8K | 0.08% | +88+4.1% | Added |
| LRI Investments, LLC | 2,261 | $375.5K | 0.04% | +9+0.4% | Added |
| Walter & Keenan Financial Consulting Co | 2,271 | $377.2K | 0.11% | +79+3.6% | Added |
| Lecap Asset Management Ltd | 2,273 | $377.5K | 0.09% | +2,273 | New |
| Mutual Advisors, LLC | 2,423 | $379.6K | 0.01% | −361−13.0% | Reduced |
| V-Square Quantitative Management LLC | 2,295 | $381.2K | 0.06% | −24−1.0% | Reduced |
| Modera Wealth Management, LLC | 2,310 | $383.7K | 0.01% | +689+42.5% | Added |
| Rehmann Capital Advisory Group | 2,317 | $384.9K | 0.02% | +208+9.9% | Added |
| Affinity Wealth Management LLC | 2,318 | $385.0K | 0.07% | +57+2.5% | Added |
| AMG National Trust Bank | 2,320 | $385.3K | 0.01% | +475+25.7% | Added |
| Titleist Asset Management, LLC | 2,326 | $386.4K | 0.04% | −10−0.4% | Reduced |
| Embree Financial Group | 2,327 | $386.5K | 0.06% | +28+1.2% | Added |
| Rational Advisors LLC | 2,328 | $386.6K | 0.04% | +2,328 | New |
| Legacy Financial Advisors, Inc. | 2,338 | $388.2K | 0.06% | −192−7.6% | Reduced |
| Aventura Private Wealth, LLC | 2,347 | $389.8K | 0.20% | +2,282+3,510.8% | Added |
| NBC Securities, Inc. | 2,350 | $390.0K | 0.03% | +2,349+234,900.0% | Added |
| Manchester Capital Management LLC | 2,368 | $393.3K | 0.05% | +45+1.9% | Added |
| Journey Strategic Wealth LLC | 2,388 | $396.6K | 0.01% | +42+1.8% | Added |
| Arkadios Wealth Advisors | 2,389 | $396.7K | 0.02% | +2,389 | New |
| Opinicus Capital, Inc. | 2,394 | $397.6K | 0.35% | −127−5.0% | Reduced |
| Silverleafe Capital Partners, LLC | 2,400 | $398.6K | 0.14% | 00.0% | Unchanged |
| Washington Trust Bank | 2,416 | $401.2K | 0.04% | −293−10.8% | Reduced |
| O'Rourke & Company, Inc | 2,417 | $401.5K | 0.20% | +9+0.4% | Added |
| Umb Bank N A | 2,423 | $402.4K | 0.01% | +32+1.3% | Added |
| L2 Asset Management, LLC | 2,441 | $405.4K | 0.08% | +1,196+96.1% | Added |
| Sompo Asset Management Co., Ltd. | 2,470 | $410.2K | 0.08% | −440−15.1% | Reduced |
| Avestar Capital, LLC | 2,490 | $413.5K | 0.04% | −405−14.0% | Reduced |
| Welch Group, LLC | 2,520 | $413.9K | 0.02% | 00.0% | Unchanged |
| William Allan, LLC | 2,493 | $414.0K | 0.26% | +430+20.8% | Added |
| Moody Lynn & Lieberson, LLC | 2,500 | $415.2K | 0.03% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 2,500 | $415.2K | 0.12% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 2,505 | $416.0K | 0.21% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,508 | $416.6K | 0.01% | +385+18.1% | Added |
| Bradley Foster & Sargent Inc | 2,535 | $421.0K | 0.01% | −268−9.6% | Reduced |
| Asset Planning,Inc | 2,535 | $421.0K | 0.33% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,546 | $422.8K | 0.09% | +30+1.2% | Added |
| Octavia Wealth Advisors, LLC | 2,552 | $423.8K | 0.05% | +20+0.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,554 | $424.1K | 0.02% | −400−13.5% | Reduced |
| JDM Financial Group LLC | 2,563 | $425.6K | 0.22% | +8+0.3% | Added |
| Nilsine Partners, LLC | 2,568 | $426.5K | 0.05% | −144−5.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,583 | $429.1K | 0.02% | −216−7.7% | Reduced |
| Simon Quick Advisors, LLC | 2,592 | $430.5K | 0.02% | +504+24.1% | Added |
| Fulcrum Capital LLC | 2,607 | $433.0K | 0.10% | +361+16.1% | Added |
| Brown, Lisle/Cummings, Inc. | 2,628 | $436.5K | 0.13% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2,648 | $439.8K | 0.11% | +2,648 | New |
| Phocas Financial Corp. | 2,649 | $439.9K | 0.07% | −57−2.1% | Reduced |
| Schnieders Capital Management LLC | 2,656 | $441.1K | 0.09% | 00.0% | Unchanged |
| Alteri Wealth LLC | 2,657 | $441.3K | 0.19% | +461+21.0% | Added |
| Oak Grove Capital LLC | 2,700 | $448.4K | 0.11% | −900−25.0% | Reduced |
| Schechter Investment Advisors, LLC | 2,708 | $449.7K | 0.04% | −1,097−28.8% | Reduced |
| Strategic Advocates LLC | 2,711 | $450.2K | 0.16% | −33−1.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,642 | $454.9K | 0.15% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 2,764 | $459.1K | 0.19% | −198−6.7% | Reduced |
| Optimum Investment Advisors | 2,779 | $461.5K | 0.22% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 2,795 | $464.2K | 0.13% | −6−0.2% | Reduced |
| WealthTrust Axiom LLC | 2,800 | $465.0K | 0.14% | +800+40.0% | Added |
| Mogy Joel R Investment Counsel Inc | 2,825 | $469.2K | 0.03% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 2,846 | $473.0K | 0.35% | −53−1.8% | Reduced |
| Arete Wealth Advisors, LLC | 2,848 | $474.0K | 0.04% | −8−0.3% | Reduced |
| LS Investment Advisors, LLC | 2,861 | $475.2K | 0.07% | +545+23.5% | Added |
| ORG Wealth Partners, LLC | 2,854 | $475.7K | 0.15% | +2,854 | New |
| McMahon Financial Advisors, LLC | 2,898 | $481.3K | 0.12% | +2,898 | New |
| Washington Trust Co | 2,899 | $481.5K | 0.02% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 2,904 | $482.3K | 0.16% | −88−2.9% | Reduced |
| Market Street Wealth Management Advisors LLC | 2,930 | $486.6K | 0.08% | +5+0.2% | Added |
| American Investment Services, Inc. | 2,943 | $488.8K | 0.09% | −260−8.1% | Reduced |
| Oxford Financial Group Ltd | 2,948 | $489.5K | 0.03% | −142−4.6% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,949 | $489.8K | 0.24% | +200+7.3% | Added |
| First National Bank Sioux Falls | 2,965 | $492.4K | 0.20% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,982 | $495.3K | 0.03% | −689−18.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,995 | $497.4K | 0.05% | +376+14.4% | Added |
| Roble, Belko & Company, Inc | 3,000 | $498.0K | 0.08% | 00.0% | Unchanged |
| Accuvest Global Advisors | 2,998 | $498.0K | 0.42% | +2,998 | New |
| Merrion Investment Management Co, LLC | 3,000 | $498.2K | 0.36% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,000 | $498.2K | 0.11% | 00.0% | Unchanged |
| Stephens Inc | 3,003 | $498.7K | 0.01% | −178−5.6% | Reduced |
| Sage Mountain Advisors LLC | 3,014 | $500.5K | 0.04% | −438−12.7% | Reduced |
| Smartleaf Asset Management LLC | 3,064 | $503.4K | 0.05% | +263+9.4% | Added |
| International Assets Investment Management, LLC | 3,035 | $504.1K | 0.04% | +283+10.3% | Added |
| Raiffeisen Bank International AG | 3,077 | $505.5K | 0.01% | +1,322+75.3% | Added |
| Diversify Wealth Management, LLC | 3,236 | $507.5K | 0.04% | +201+6.6% | Added |
| Sunbelt Securities, Inc. | 3,065 | $509.0K | 0.05% | −879−22.3% | Reduced |
| Aptus Capital Advisors, LLC | 3,085 | $512.4K | 0.01% | +677+28.1% | Added |
| Capital Investment Advisors, LLC | 3,086 | $512.5K | 0.01% | +66+2.2% | Added |
| Sagespring Wealth Partners, LLC | 3,093 | $513.7K | 0.01% | +589+23.5% | Added |
| Cohen Klingenstein LLC | 3,100 | $514.8K | 0.02% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,100 | $514.8K | 0.06% | +400+14.8% | Added |
| First Dallas Securities Inc. | 3,100 | $515.0K | 0.22% | 00.0% | Unchanged |
| Foster & Motley Inc | 3,128 | $519.0K | 0.03% | 00.0% | Unchanged |
| United Advisor Group, LLC | 3,136 | $520.8K | 0.11% | +48+1.6% | Added |
| Graypoint LLC | 3,170 | $526.6K | 0.03% | −127−3.9% | Reduced |
| Scientech Research LLC | 3,172 | $526.8K | 0.14% | +3,172 | New |
| Proficio Capital Partners LLC | 3,175 | $527.3K | 0.04% | +26+0.8% | Added |