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 | 1,201 | $48.9B |
| Q4 2024 | 1,194 | $50.4B |
| Q3 2024 | 1,135 | $48.8B |
| Q2 2024 | 1,105 | $43.7B |
| Q1 2024 | 1,083 | $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 |
|---|---|---|---|---|---|
| KG&L Capital Management,LLC | 9,437 | $1.51M | 0.49% | −1,605−14.5% | Reduced |
| Quadrature Capital Ltd | 9,173 | $1.52M | 0.03% | +9,173 | New |
| Cullen Capital Management LLC | 9,221 | $1.53M | 0.02% | +285+3.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 9,253 | $1.54M | 0.02% | −156−1.7% | Reduced |
| Penserra Capital Management LLC | 9,290 | $1.54M | 0.03% | +551+6.3% | Added |
| Sowell Financial Services LLC | 9,286 | $1.54M | 0.07% | +9,286 | New |
| Jeppson Wealth Management, LLC | 9,301 | $1.54M | 0.57% | −379−3.9% | Reduced |
| Jump Financial, LLC | 9,375 | $1.56M | 0.02% | +5,943+173.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,408 | $1.56M | 0.11% | −1,582−14.4% | Reduced |
| J. Safra Sarasin Holding AG | 9,483 | $1.57M | 0.03% | −1,307−12.1% | Reduced |
| Assetmark, Inc | 9,636 | $1.60M | 0.00% | +1,091+12.8% | Added |
| Davenport & Co LLC | 9,639 | $1.60M | 0.01% | +7,209+296.7% | Added |
| Meeder Advisory Services, Inc. | 9,695 | $1.61M | 0.10% | −461−4.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,712 | $1.61M | 0.06% | +224+2.4% | Added |
| Stamos Capital Partners, L.P. | 9,714 | $1.61M | 0.42% | −2,066−17.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,754 | $1.62M | 0.03% | +16+0.2% | Added |
| Harvest Portfolios Group Inc. | 9,864 | $1.64M | 0.05% | +1,718+21.1% | Added |
| Pine Valley Investments Ltd Liability Co | 9,875 | $1.64M | 0.11% | −210−2.1% | Reduced |
| Greenleaf Trust | 9,904 | $1.64M | 0.02% | −35−0.4% | Reduced |
| Mystic Asset Management, Inc. | 9,965 | $1.65M | 0.44% | +5+0.1% | Added |
| BCGM Wealth Management, LLC | 9,976 | $1.66M | 0.51% | −40−0.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,106 | $1.68M | 0.07% | +1,797+21.6% | Added |
| iA Global Asset Management Inc. | 10,158 | $1.69M | 0.03% | −222−2.1% | Reduced |
| Morangie Management LLC | 10,272 | $1.71M | 1.67% | +1,462+16.6% | Added |
| Everence Capital Management Inc | 10,279 | $1.71M | 0.12% | 00.0% | Unchanged |
| CWM, LLC | 10,453 | $1.74M | 0.01% | +748+7.7% | Added |
| Quadrant Capital Group LLC | 10,530 | $1.75M | 0.06% | +7,492+246.6% | Added |
| Norden Group LLC | 10,533 | $1.75M | 0.20% | +1,529+17.0% | Added |
| Lincluden Management Ltd | 10,562 | $1.75M | 0.22% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 10,726 | $1.78M | 0.12% | +10,726 | New |
| Perpetual Ltd | 10,910 | $1.81M | 0.02% | +1,470+15.6% | Added |
| Cascade Investment Advisors, Inc. | 10,918 | $1.81M | 1.23% | −295−2.6% | Reduced |
| Oddo BHF Asset Management SAS | 10,935 | $1.82M | 0.07% | +2,733+33.3% | Added |
| AIA Group Ltd | 11,000 | $1.83M | 0.04% | +11,000 | New |
| Guggenheim Capital LLC | 11,098 | $1.84M | 0.02% | −2,274−17.0% | Reduced |
| Arbor Capital Management Inc | 10,999 | $1.85M | 1.79% | +394+3.7% | Added |
| Brinker Capital Investments, LLC | 11,148 | $1.85M | 0.02% | +622+5.9% | Added |
| Orion Portfolio Solutions, LLC | 11,148 | $1.85M | 0.02% | +622+5.9% | Added |
| Schonfeld Strategic Advisors LLC | 11,155 | $1.85M | 0.01% | −129,229−92.1% | Reduced |
| Simplex Trading, LLC | 11,162 | $1.85M | 0.07% | +110+1.0% | Added |
| Howland Capital Management LLC | 11,248 | $1.87M | 0.08% | −94−0.8% | Reduced |
| Wellington Shields Capital Management, LLC | 11,330 | $1.88M | 0.34% | +25+0.2% | Added |
| Ossiam | 11,427 | $1.90M | 0.03% | +1,874+19.6% | Added |
| Convergence Investment Partners, LLC | 11,546 | $1.92M | 0.53% | −823−6.7% | Reduced |
| Presima Inc. | 11,573 | $1.92M | 0.43% | +271+2.4% | Added |
| Western Financial Corp | 11,602 | $1.93M | 1.12% | +1,365+13.3% | Added |
| Fortem Financial Group, LLC | 11,829 | $1.96M | 0.76% | +230+2.0% | Added |
| Signet Financial Management, LLC | 11,894 | $1.98M | 0.27% | +83+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 12,191 | $2.02M | 0.02% | −251−2.0% | Reduced |
| Diligent Investors, LLC | 12,278 | $2.04M | 0.50% | −1,395−10.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 12,419 | $2.06M | 0.52% | +2,438+24.4% | Added |
| Tower Bridge Advisors | 12,450 | $2.07M | 0.23% | −325−2.5% | Reduced |
| CCM Investment Advisers LLC | 12,490 | $2.07M | 0.25% | −935−7.0% | Reduced |
| Red Cedar Investment Management, LLC | 12,748 | $2.12M | 0.29% | 00.0% | Unchanged |
| Financial Management Network Inc | 14,825 | $2.13M | 0.48% | −322−2.1% | Reduced |
| Carret Asset Management, LLC | 12,883 | $2.14M | 0.24% | 00.0% | Unchanged |
| AG2R la Mondiale Gestion D'Actifs | 13,166 | $2.15M | 0.12% | +13,166 | New |
| Jaffetilchin Investment Partners, LLC | 12,971 | $2.15M | 0.16% | +64+0.5% | Added |
| Moran Wealth Management, LLC | 13,145 | $2.18M | 0.07% | −116−0.9% | Reduced |
| Cunning Capital Partners, LP | 13,189 | $2.19M | 1.40% | −76−0.6% | Reduced |
| Cresset Asset Management, LLC | 13,205 | $2.19M | 0.01% | +3,959+42.8% | Added |
| Oppenheimer Asset Management Inc. | 13,237 | $2.20M | 0.03% | −3,651−21.6% | Reduced |
| Slagle Financial, LLC | 13,367 | $2.22M | 0.99% | +600+4.7% | Added |
| Hudson Canyon Capital Management | 13,500 | $2.24M | 1.58% | +13,500 | New |
| Gotham Asset Management, LLC | 13,551 | $2.25M | 0.02% | −1,816−11.8% | Reduced |
| Clough Capital Partners L P | 13,600 | $2.26M | 0.29% | 00.0% | Unchanged |
| Groupama Asset Managment | 13,784 | $2.26M | 0.05% | −1,437−9.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 13,702 | $2.28M | 0.63% | −214−1.5% | Reduced |
| Cascade Investment Group, Inc. | 13,746 | $2.28M | 1.76% | −75−0.5% | Reduced |
| Del-Sette Capital Management, LLC | 13,747 | $2.28M | 1.79% | +1,684+14.0% | Added |
| TCG Advisory Services, LLC | 13,822 | $2.30M | 0.09% | −108−0.8% | Reduced |
| Inspire Trust Co, N.A. | 14,000 | $2.33M | 0.55% | +1,500+12.0% | Added |
| United Capital Financial Advisers, LLC | 14,042 | $2.33M | 0.02% | +642+4.8% | Added |
| U S Wealth Group, LLC. | 14,057 | $2.33M | 1.85% | −272−1.9% | Reduced |
| E. Ohman J:or Asset Management AB | 14,100 | $2.34M | 0.06% | −600−4.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 14,255 | $2.37M | 0.36% | +878+6.6% | Added |
| New Mexico Educational Retirement Board | 14,295 | $2.37M | 0.09% | −300−2.1% | Reduced |
| Erste Asset Management GmbH | 14,600 | $2.40M | 0.03% | +500+3.5% | Added |
| Adell Harriman & Carpenter Inc | 14,475 | $2.40M | 0.18% | −265−1.8% | Reduced |
| GKV Capital Management Co., Inc. | 14,500 | $2.41M | 1.20% | +3,330+29.8% | Added |
| Atria Wealth Solutions, Inc. | 14,999 | $2.49M | 0.03% | −2,525−14.4% | Reduced |
| RSM US Wealth Management LLC | 15,069 | $2.50M | 0.04% | +5,333+54.8% | Added |
| CAPROCK Group, Inc. | 15,097 | $2.51M | 0.08% | −1,943−11.4% | Reduced |
| Maryland State Retirement & Pension System | 15,124 | $2.51M | 0.06% | −2,151−12.5% | Reduced |
| Alberta Investment Management Corp | 15,500 | $2.57M | 0.02% | 00.0% | Unchanged |
| Algert Global LLC | 15,606 | $2.59M | 0.06% | −1,165−6.9% | Reduced |
| Kestra Private Wealth Services, LLC | 15,695 | $2.61M | 0.04% | −198−1.2% | Reduced |
| Lodestone Wealth Management LLC | 15,788 | $2.62M | 1.39% | −3,547−18.3% | Reduced |
| Miracle Mile Advisors, LLC | 15,817 | $2.63M | 0.05% | −413−2.5% | Reduced |
| Tower Research Capital LLC (TRC) | 14,337 | $2.64M | 0.08% | −1,882−11.6% | Reduced |
| Securian Asset Management, Inc | 16,186 | $2.69M | 0.08% | −232−1.4% | Reduced |
| Louisiana State Employees Retirement System | 16,500 | $2.74M | 0.05% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 16,760 | $2.78M | 0.72% | +410+2.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 16,850 | $2.80M | 0.26% | −266−1.6% | Reduced |
| Spirit of America Management Corp | 17,000 | $2.82M | 0.57% | −500−2.9% | Reduced |
| Walleye Capital LLC | 17,246 | $2.86M | 0.03% | +6,671+63.1% | Added |
| Hamilton Capital Partners Inc. | 17,282 | $2.87M | 0.18% | −30.0% | Reduced |
| Plato Investment Management Ltd | 17,271 | $2.90M | 0.24% | −3,621−17.3% | Reduced |
| Equitable Holdings, Inc. | 17,555 | $2.92M | 0.03% | +1,115+6.8% | Added |
| DoubleLine ETF Adviser LP | 17,769 | $2.95M | 0.98% | −4,201−19.1% | Reduced |