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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 3,179 | $528.0K | 0.00% | +3,179 | New |
| Unique Wealth Strategies, LLC | 3,193 | $530.3K | 0.24% | +143+4.7% | Added |
| S-Bank Fund Management Ltd | 3,206 | $532.5K | 0.10% | +3,206 | New |
| Reuter James Wealth Management, LLC | 3,225 | $535.6K | 0.09% | 00.0% | Unchanged |
| White Pine Capital LLC | 3,229 | $536.3K | 0.19% | +80+2.5% | Added |
| Jacobs Levy Equity Management, Inc | 3,248 | $539.4K | 0.00% | +3,248 | New |
| Sargent Investment Group, LLC | 3,269 | $542.9K | 0.09% | +839+34.5% | Added |
| Ofi Invest Asset Management | 3,533 | $543.2K | 0.01% | +3+0.1% | Added |
| HighPoint Advisor Group LLC | 3,471 | $544.3K | 0.03% | +75+2.2% | Added |
| Cigna Investments Inc | 3,292 | $547.0K | 0.10% | −56−1.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $548.1K | 0.17% | 00.0% | Unchanged |
| Ascent Group, LLC | 3,324 | $552.0K | 0.02% | +647+24.2% | Added |
| Farther Finance Advisors, LLC | 3,325 | $553.4K | 0.01% | +789+31.1% | Added |
| Quantbot Technologies LP | 3,368 | $559.4K | 0.02% | −6,259−65.0% | Reduced |
| AlphaCore Capital LLC | 3,381 | $561.5K | 0.05% | +352+11.6% | Added |
| Private Trust Co NA | 3,382 | $561.7K | 0.06% | +404+13.6% | Added |
| Yoffe Investment Management, LLC | 3,383 | $561.8K | 0.83% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,388 | $562.7K | 0.02% | +200+6.3% | Added |
| Schulhoff & Co Inc | 3,399 | $564.5K | 0.25% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 3,415 | $567.2K | 0.28% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,424 | $568.6K | 0.00% | −983−22.3% | Reduced |
| Garda Capital Partners LP | 3,430 | $569.7K | 0.32% | +3,430 | New |
| Baader Bank INC | 3,441 | $571.4K | 0.06% | +1,976+134.9% | Added |
| Inspire Advisors, LLC | 3,490 | $579.6K | 0.07% | −620−15.1% | Reduced |
| Element Wealth, LLC | 3,509 | $582.7K | 0.31% | +30+0.9% | Added |
| Mather Group, LLC. | 3,522 | $584.9K | 0.01% | +166+4.9% | Added |
| Bearing Point Capital, LLC | 3,532 | $586.6K | 0.12% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 3,535 | $587.1K | 0.09% | −4−0.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 3,536 | $587.3K | 0.25% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,577 | $594.1K | 0.04% | +33+0.9% | Added |
| Autumn Glory Partners, LLC | 3,585 | $595.4K | 0.30% | +875+32.3% | Added |
| CTC Alternative Strategies, Ltd. | 3,600 | $597.9K | 0.73% | +3,600 | New |
| Ghe, LLC | 3,633 | $603.0K | 0.27% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,631 | $603.1K | 0.05% | −1,328−26.8% | Reduced |
| Summit Financial, LLC | 3,707 | $615.7K | 0.02% | +11+0.3% | Added |
| Siemens Fonds Invest GmbH | 3,718 | $617.5K | 0.04% | +3,718 | New |
| RS Crum Inc. | 3,722 | $618.1K | 0.17% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 3,730 | $619.4K | 0.12% | +36+1.0% | Added |
| Independent Financial Group, LLC | 3,746 | $622.1K | 0.02% | +778+26.2% | Added |
| Wealth Alliance | 3,775 | $626.9K | 0.08% | +3,775 | New |
| Ellevest, Inc. | 3,799 | $630.9K | 0.04% | −205−5.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,801 | $631.3K | 0.03% | +162+4.5% | Added |
| Hilltop Holdings Inc. | 3,809 | $632.5K | 0.04% | +516+15.7% | Added |
| Manske Wealth Management | 3,857 | $640.5K | 0.24% | −606−13.6% | Reduced |
| Tritonpoint Wealth, LLC | 3,868 | $642.3K | 0.06% | +59+1.5% | Added |
| Beacon Investment Advisors LLC | 3,876 | $643.8K | 0.30% | +23+0.6% | Added |
| Everhart Financial Group, Inc. | 3,878 | $644.1K | 0.09% | +320+9.0% | Added |
| Prime Capital Investment Advisors, LLC | 3,917 | $650.5K | 0.01% | +927+31.0% | Added |
| Benjamin Edwards Inc | 3,944 | $655.0K | 0.01% | −893−18.5% | Reduced |
| Joel Isaacson & Co., LLC | 3,978 | $660.7K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 4,250 | $663.8K | 0.00% | +1,098+34.8% | Added |
| Forte Capital LLC | 4,027 | $668.8K | 0.08% | +370+10.1% | Added |
| Belpointe Asset Management LLC | 4,054 | $673.3K | 0.04% | −15−0.4% | Reduced |
| Nabity-Jensen Investment Management Inc | 4,065 | $675.1K | 0.54% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 4,065 | $675.2K | 0.50% | +36+0.9% | Added |
| Trust Co of Vermont | 4,084 | $678.3K | 0.03% | +31+0.8% | Added |
| IFP Advisors, Inc | 4,094 | $680.1K | 0.02% | +359+9.6% | Added |
| Impact Partnership Wealth, LLC | 4,123 | $684.8K | 0.15% | −785−16.0% | Reduced |
| Harvest Fund Management Co., Ltd | 4,128 | $685.0K | 0.03% | +478+13.1% | Added |
| Alpha Cubed Investments, LLC | 4,136 | $686.9K | 0.03% | +585+16.5% | Added |
| Alta Wealth Advisors LLC | 4,139 | $687.4K | 0.32% | −155−3.6% | Reduced |
| SkyView Investment Advisors, LLC | 4,156 | $690.0K | 0.10% | +308+8.0% | Added |
| Profund Advisors LLC | 4,198 | $697.2K | 0.03% | −954−18.5% | Reduced |
| Cascade Financial Partners, LLC | 4,209 | $699.1K | 0.09% | +2,961+237.3% | Added |
| Mediolanum International Funds Ltd | 4,288 | $704.4K | 0.01% | −243−5.4% | Reduced |
| Congress Wealth Management LLC | 4,249 | $706.0K | 0.01% | +1,887+79.9% | Added |
| IHT Wealth Management, LLC | 4,269 | $709.0K | 0.02% | −148−3.4% | Reduced |
| Prestige Wealth Management Group LLC | 4,314 | $716.5K | 0.15% | +85+2.0% | Added |
| USA Financial Portformulas Corp | 4,317 | $717.0K | 0.12% | +4,317 | New |
| Dorsey & Whitney Trust CO LLC | 4,378 | $727.1K | 0.04% | +288+7.0% | Added |
| Commerzbank Aktiengesellschaft | 4,397 | $731.0K | 0.02% | +351+8.7% | Added |
| Horizon Investments, LLC | 4,442 | $737.7K | 0.02% | +222+5.3% | Added |
| Principal Securities, Inc. | 4,290 | $738.8K | 0.02% | +150+3.6% | Added |
| 111 Capital | 4,457 | $740.2K | 0.14% | +2,809+170.4% | Added |
| Heritage Trust Co | 4,463 | $741.2K | 0.09% | −64−1.4% | Reduced |
| Merit Financial Group, LLC | 4,465 | $741.5K | 0.01% | +2,049+84.8% | Added |
| Sumitomo Life Insurance Co | 4,471 | $742.5K | 0.03% | +70+1.6% | Added |
| Pekin Hardy Strauss, Inc. | 4,516 | $750.0K | 0.09% | +10.0% | Added |
| NorthRock Partners, LLC | 4,523 | $751.2K | 0.03% | −110−2.4% | Reduced |
| Michels Family Financial, LLC | 4,556 | $756.6K | 0.68% | +117+2.6% | Added |
| Wedbush Securities Inc | 4,565 | $758.0K | 0.03% | +340+8.0% | Added |
| Monument Capital Management | 4,612 | $765.9K | 0.24% | −309−6.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,630 | $768.9K | 0.03% | +121+2.7% | Added |
| Invst, LLC | 4,676 | $776.6K | 0.11% | −177−3.6% | Reduced |
| Pinnacle Associates Ltd | 4,681 | $777.3K | 0.01% | +449+10.6% | Added |
| Chilton Capital Management LLC | 4,721 | $784.1K | 0.03% | −280−5.6% | Reduced |
| Marshall Wace, LLP | 4,754 | $789.5K | 0.00% | −7,795−62.1% | Reduced |
| Monetary Management Group Inc | 4,775 | $793.0K | 0.21% | 00.0% | Unchanged |
| Veridan Wealth LLC | 4,784 | $794.5K | 0.36% | +62+1.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $809.2K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4,888 | $811.8K | 0.27% | +9+0.2% | Added |
| RiverFront Investment Group, LLC | 4,903 | $814.3K | 0.02% | +4,903 | New |
| Pensionmark Financial Group, LLC | 4,907 | $815.0K | 0.02% | +1,029+26.5% | Added |
| Insigneo Advisory Services, LLC | 4,910 | $815.4K | 0.08% | +2,416+96.9% | Added |
| Abn Amro Investment Solutions | 4,918 | $816.8K | 0.02% | +2,691+120.8% | Added |
| American Assets Inc | 5,000 | $830.4K | 0.29% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 5,040 | $837.0K | 0.16% | −64−1.3% | Reduced |
| Evergreen Capital Management LLC | 5,168 | $858.3K | 0.03% | +214+4.3% | Added |
| Snowden Capital Advisors LLC | 5,169 | $858.5K | 0.03% | −674−11.5% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 5,200 | $863.6K | 0.04% | +300+6.1% | Added |