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
- 1,201
- +22 vs. Q4 2024
- Shares held
- 294.6M
- +5.12M (+1.8%) vs. Q4 2024
- Total value
- $48.9B
- −$869.3M (−1.7%) vs. Q4 2024
- New holders
- 113
- 476 more added
- Sold out
- 91
- 402 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 |
|---|---|---|---|---|---|
| WESPAC Advisors, LLC | 5,266 | $874.6K | 0.71% | +384+7.9% | Added |
| GAMMA Investing LLC | 5,279 | $876.7K | 0.07% | −52−1.0% | Reduced |
| MidWestOne Financial Group, Inc. | 5,307 | $881.4K | 0.13% | −3,425−39.2% | Reduced |
| Gilman Hill Asset Management, LLC | 5,311 | $882.1K | 0.15% | +165+3.2% | Added |
| Capital International Sarl | 5,321 | $883.7K | 0.02% | +5,321 | New |
| J.W. Cole Advisors, Inc. | 5,388 | $894.9K | 0.03% | +5,388 | New |
| Bridgefront Capital, LLC | 5,423 | $900.7K | 0.26% | +3,646+205.2% | Added |
| MUFG Securities Americas Inc. | 5,429 | $901.6K | 0.10% | +901+19.9% | Added |
| Ausdal Financial Partners, Inc. | 5,477 | $909.7K | 0.07% | +311+6.0% | Added |
| Regal Investment Advisors LLC | 5,481 | $910.3K | 0.07% | −552−9.1% | Reduced |
| Signaturefd, LLC | 5,484 | $910.7K | 0.02% | −58−1.0% | Reduced |
| Parallel Advisors, LLC | 5,493 | $912.3K | 0.02% | −211−3.7% | Reduced |
| InTrack Investment Management Inc | 5,500 | $913.4K | 0.83% | +757+16.0% | Added |
| Applied Finance Capital Management, LLC | 5,508 | $914.8K | 0.07% | +130+2.4% | Added |
| Genesee Capital Advisors, LLC | 5,517 | $916.3K | 0.46% | +462+9.1% | Added |
| Pitcairn Co | 5,520 | $916.8K | 0.06% | −4,375−44.2% | Reduced |
| Investors Research Corp | 5,540 | $920.1K | 0.20% | −148−2.6% | Reduced |
| Board of the Pension Protection Fund | 5,600 | $930.0K | 1.06% | +5,600 | New |
| Radnor Capital Management, LLC | 5,672 | $942.0K | 0.16% | −60−1.0% | Reduced |
| Resources Investment Advisors, LLC. | 5,694 | $945.6K | 0.01% | −620−9.8% | Reduced |
| Wellington Shields & Co., LLC | 5,700 | $946.7K | 0.30% | +200+3.6% | Added |
| Sienna Gestion | 5,877 | $948.8K | 0.08% | −4,102−41.1% | Reduced |
| Clarius Group, LLC | 5,724 | $950.6K | 0.06% | −8−0.1% | Reduced |
| Ballentine Partners, LLC | 5,751 | $955.1K | 0.02% | +455+8.6% | Added |
| Portside Wealth Group, LLC | 5,756 | $956.0K | 0.16% | +1,321+29.8% | Added |
| Adams Asset Advisors, LLC | 5,789 | $961.4K | 0.13% | 00.0% | Unchanged |
| MQS Management LLC | 5,829 | $968.1K | 0.56% | +5,829 | New |
| Aspiriant, LLC | 5,851 | $971.7K | 0.03% | +74+1.3% | Added |
| MSH Capital Advisors LLC | 6,114 | $1.02M | 0.31% | 00.0% | Unchanged |
| Magnetar Financial LLC | 6,149 | $1.02M | 0.01% | +6,149 | New |
| XTX Topco Ltd | 6,161 | $1.02M | 0.05% | +3,030+96.8% | Added |
| Solidarilty Wealth, LLC | 6,170 | $1.02M | 0.25% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 6,175 | $1.03M | 0.23% | +6+0.1% | Added |
| GF Fund Management Co. Ltd. | 6,180 | $1.03M | 0.02% | +255+4.3% | Added |
| Bayesian Capital Management, LP | 6,200 | $1.03M | 0.17% | +6,200 | New |
| Wedmont Private Capital | 6,972 | $1.03M | 0.05% | +245+3.6% | Added |
| Sequoia Financial Advisors, LLC | 6,249 | $1.04M | 0.01% | +437+7.5% | Added |
| Machina Capital S.A.S. | 6,285 | $1.04M | 0.31% | +6,285 | New |
| Generali Asset Management SPA SGR | 6,305 | $1.05M | 0.03% | −17,788−73.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 6,309 | $1.05M | 0.03% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 6,311 | $1.05M | 0.54% | −13−0.2% | Reduced |
| Shell Asset Management Co | 6,325 | $1.05M | 0.05% | −267−4.1% | Reduced |
| Keybank National Association | 6,339 | $1.05M | 0.00% | +29+0.5% | Added |
| Checchi Capital Advisers, LLC | 6,341 | $1.05M | 0.07% | +777+14.0% | Added |
| Perigon Wealth Management, LLC | 6,368 | $1.06M | 0.03% | −91−1.4% | Reduced |
| Bryn Mawr Trust Co | 6,388 | $1.06M | 0.02% | −439−6.4% | Reduced |
| Centiva Capital, LP | 6,391 | $1.06M | 0.06% | +6,391 | New |
| Emergent Wealth Advisors, LLC | 6,425 | $1.07M | 0.77% | +1,340+26.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 6,430 | $1.07M | 0.28% | +6,430 | New |
| Argentarii, LLC | 6,443 | $1.07M | 0.53% | −693−9.7% | Reduced |
| Ontario Teachers Pension Plan Board | 6,477 | $1.08M | 0.02% | −4,822−42.7% | Reduced |
| Syon Capital LLC | 6,494 | $1.08M | 0.09% | +497+8.3% | Added |
| HB Wealth Management, LLC | 6,530 | $1.08M | 0.01% | +679+11.6% | Added |
| Coldstream Capital Management Inc | 6,538 | $1.09M | 0.02% | +220+3.5% | Added |
| Knollwood Investment Advisory, LLC | 6,650 | $1.10M | 0.12% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 6,655 | $1.11M | 0.56% | +564+9.3% | Added |
| Atomi Financial Group, Inc. | 6,667 | $1.11M | 0.05% | +565+9.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,716 | $1.12M | 0.00% | +190+2.9% | Added |
| Larson Financial Group LLC | 6,729 | $1.12M | 0.05% | +2,923+76.8% | Added |
| Strategic Blueprint, LLC | 6,860 | $1.14M | 0.06% | +6,860 | New |
| Castle Rock Wealth Management, LLC | 6,894 | $1.14M | 0.31% | −1,986−22.4% | Reduced |
| Carmel Capital Partners, LLC | 6,912 | $1.15M | 0.45% | −42−0.6% | Reduced |
| National Asset Management, Inc. | 6,945 | $1.15M | 0.04% | +2,299+49.5% | Added |
| Gabelli Funds LLC | 7,000 | $1.16M | 0.01% | 00.0% | Unchanged |
| Gifford Fong Associates | 7,000 | $1.16M | 0.29% | 00.0% | Unchanged |
| Secured Retirement Advisors, LLC | 7,015 | $1.17M | 0.75% | −123−1.7% | Reduced |
| United Services Automobile Association | 7,154 | $1.18M | 0.04% | +7,154 | New |
| Yelin Lapidot Holdings Management Ltd. | 7,150 | $1.19M | 0.23% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 7,205 | $1.20M | 1.14% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 7,234 | $1.20M | 0.12% | −24−0.3% | Reduced |
| TrueWealth Advisors, LLC | 7,260 | $1.21M | 0.40% | 00.0% | Unchanged |
| Renaissance Group LLC | 7,280 | $1.21M | 0.05% | −409−5.3% | Reduced |
| Bedel Financial Consulting, Inc. | 7,558 | $1.21M | 0.17% | −60−0.8% | Reduced |
| Bramshill Investments, LLC | 7,439 | $1.24M | 0.13% | +6+0.1% | Added |
| Illinois Municipal Retirement Fund | 7,454 | $1.24M | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 7,467 | $1.24M | 0.06% | +6,137+461.4% | Added |
| Assenagon Asset Management S.A. | 7,586 | $1.26M | 0.00% | −16−0.2% | Reduced |
| Prudential PLC | 7,646 | $1.27M | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 7,675 | $1.27M | 0.03% | +7,675 | New |
| Vestmark Advisory Solutions, Inc. | 7,744 | $1.29M | 0.03% | +2,729+54.4% | Added |
| Chung Wu Investment Group, LLC | 7,750 | $1.29M | 1.54% | 00.0% | Unchanged |
| Qtron Investments LLC | 7,798 | $1.30M | 0.19% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 7,825 | $1.30M | 0.10% | −206−2.6% | Reduced |
| CFM Wealth Partners LLC | 7,834 | $1.30M | 0.23% | +549+7.5% | Added |
| one8zero8, LLC | 7,874 | $1.31M | 0.31% | −994−11.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,940 | $1.32M | 0.05% | +19+0.2% | Added |
| Integrated Wealth Concepts LLC | 7,971 | $1.32M | 0.02% | −2,555−24.3% | Reduced |
| Wealth Preservation Advisors, LLC | 8,002 | $1.33M | 0.95% | +8,002 | New |
| Catalytic Wealth RIA, LLC | 8,011 | $1.33M | 0.24% | +603+8.1% | Added |
| Mark Asset Management LP | 8,095 | $1.34M | 0.20% | +8,095 | New |
| Golden State Equity Partners | 8,389 | $1.39M | 0.28% | +2,971+54.8% | Added |
| Affinity Investment Advisors, LLC | 8,405 | $1.40M | 1.14% | −679−7.5% | Reduced |
| NewEdge Wealth, LLC | 8,546 | $1.42M | 0.03% | −1,101−11.4% | Reduced |
| Steel Peak Wealth Management LLC | 8,571 | $1.42M | 0.06% | −582−6.4% | Reduced |
| Apollon Wealth Management, LLC | 8,692 | $1.44M | 0.03% | −54−0.6% | Reduced |
| Palogic Value Management, L.P. | 8,798 | $1.46M | 0.64% | +641+7.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,846 | $1.47M | 0.01% | −3,422−27.9% | Reduced |
| Sigma Planning Corp | 8,886 | $1.48M | 0.05% | +3,047+52.2% | Added |
| Valeo Financial Advisors, LLC | 9,014 | $1.50M | 0.04% | +758+9.2% | Added |
| Ritholtz Wealth Management | 9,042 | $1.50M | 0.04% | −2,026−18.3% | Reduced |