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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 17,792 | $2.96M | 0.07% | −185−1.0% | Reduced |
| CIBC Private Wealth Group, LLC | 21,352 | $3.00M | 0.01% | +3,942+22.6% | Added |
| Foundations Investment Advisors, LLC | 18,047 | $3.00M | 0.06% | −13,587−43.0% | Reduced |
| Agf Management Ltd | 18,185 | $3.02M | 0.02% | +5,685+45.5% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 18,296 | $3.04M | 0.32% | −236−1.3% | Reduced |
| Peapack Gladstone Financial Corp | 18,500 | $3.07M | 0.05% | −691−3.6% | Reduced |
| Hartford Investment Management Co | 18,674 | $3.10M | 0.11% | −338−1.8% | Reduced |
| Lido Advisors, LLC | 18,689 | $3.10M | 0.02% | +2,781+17.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 19,012 | $3.12M | 0.03% | +3,228+20.5% | Added |
| Avantax Advisory Services, Inc. | 19,195 | $3.19M | 0.02% | +4,691+32.3% | Added |
| Pensionfund Sabic | 19,206 | $3.19M | 0.95% | −4,900−20.3% | Reduced |
| Toroso Investments, LLC | 19,278 | $3.20M | 0.03% | −1,653−7.9% | Reduced |
| Gulf International Bank (UK) Ltd | 19,577 | $3.25M | 0.11% | −6,018−23.5% | Reduced |
| Strategic Global Advisors, LLC | 19,609 | $3.26M | 0.64% | −640−3.2% | Reduced |
| Integrated Advisors Network LLC | 19,764 | $3.28M | 0.17% | +903+4.8% | Added |
| Change Path, LLC | 19,778 | $3.28M | 0.10% | +9,721+96.7% | Added |
| Vinva Investment Management Ltd | 20,329 | $3.34M | 0.14% | −5,912−22.5% | Reduced |
| TD Waterhouse Canada Inc. | 20,271 | $3.36M | 0.03% | −25,417−55.6% | Reduced |
| Blair William & Co | 20,628 | $3.43M | 0.01% | −560−2.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 20,686 | $3.44M | 0.01% | +2,543+14.0% | Added |
| Commerce Bank | 20,778 | $3.45M | 0.02% | +250+1.2% | Added |
| SAM Advisors, LLC | 20,967 | $3.48M | 1.30% | −548−2.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 21,120 | $3.51M | 0.00% | −5,836−21.7% | Reduced |
| Advisors Asset Management, Inc. | 21,172 | $3.52M | 0.07% | −475−2.2% | Reduced |
| Venture Visionary Partners LLC | 21,446 | $3.56M | 0.15% | +1,192+5.9% | Added |
| Yarbrough Capital, LLC | 21,500 | $3.57M | 0.15% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 21,600 | $3.59M | 0.01% | +21,600 | New |
| Capital International Inc | 21,765 | $3.61M | 0.04% | +21,765 | New |
| Avanza Fonder AB | 21,232 | $3.62M | 0.12% | −3,325−13.5% | Reduced |
| Pacer Advisors, Inc. | 21,826 | $3.62M | 0.01% | −10,640−32.8% | Reduced |
| Advisory Services Network, LLC | 21,955 | $3.65M | 0.07% | −3,327−13.2% | Reduced |
| Grassi Investment Management | 22,043 | $3.66M | 0.34% | +55+0.3% | Added |
| Kentucky Retirement Systems | 22,088 | $3.67M | 0.11% | +1,028+4.9% | Added |
| Fifth Third Bancorp | 22,142 | $3.68M | 0.01% | −1,884−7.8% | Reduced |
| Captrust Financial Advisors | 22,209 | $3.69M | 0.01% | −74−0.3% | Reduced |
| Mubadala Investment Co PJSC | 22,298 | $3.70M | 0.02% | +22,298 | New |
| Donoghue Forlines LLC | 22,350 | $3.71M | 1.18% | +13,398+149.7% | Added |
| Soltis Investment Advisors LLC | 22,409 | $3.72M | 0.33% | −801−3.5% | Reduced |
| Ieq Capital, LLC | 22,599 | $3.75M | 0.03% | +4,286+23.4% | Added |
| Kestra Advisory Services, LLC | 22,985 | $3.82M | 0.02% | +2,132+10.2% | Added |
| Teachers Retirement System of the State of Kentucky | 23,664 | $3.93M | 0.04% | +1,014+4.5% | Added |
| Gillson Capital LP | 23,800 | $3.95M | 0.34% | +23,800 | New |
| Naviter Wealth, LLC | 24,037 | $4.00M | 0.48% | +897+3.9% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 24,102 | $4.00M | 0.37% | 00.0% | Unchanged |
| Greenland Capital Management LP | 24,134 | $4.01M | 0.69% | +24,134 | New |
| Waterloo Capital, L.P. | 24,147 | $4.01M | 0.37% | +2,158+9.8% | Added |
| Brookstone Capital Management | 24,215 | $4.02M | 0.06% | +2,487+11.4% | Added |
| Fiduciary Group LLC | 24,224 | $4.02M | 0.40% | −49−0.2% | Reduced |
| Omers Administration Corp | 24,288 | $4.03M | 0.04% | +2,086+9.4% | Added |
| Cornerstone Wealth Group, LLC | 24,517 | $4.07M | 0.34% | +1,359+5.9% | Added |
| Mizuho Securities USA LLC | 24,557 | $4.08M | 0.09% | −4,511−15.5% | Reduced |
| Pinebridge Investments, L.P. | 24,699 | $4.10M | 0.03% | −142,043−85.2% | Reduced |
| Jane Street Group, LLC | 24,847 | $4.13M | 0.01% | +22,986+1,235.1% | Added |
| GWM Advisors LLC | 25,072 | $4.16M | 0.02% | −291−1.1% | Reduced |
| Atria Investments LLC | 25,196 | $4.18M | 0.05% | +1,145+4.8% | Added |
| Patton Fund Management, Inc. | 25,206 | $4.19M | 1.01% | −7,512−23.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 25,354 | $4.21M | 0.02% | +11,358+81.2% | Added |
| Diversified Trust Co | 25,636 | $4.26M | 0.11% | +8,317+48.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 25,854 | $4.29M | 0.01% | +2,194+9.3% | Added |
| Swiss Life Asset Management Ltd | 25,934 | $4.31M | 0.03% | +9,699+59.7% | Added |
| Vanderbilt University | 26,084 | $4.33M | 0.83% | −5,261−16.8% | Reduced |
| tru Independence LLC | 26,300 | $4.37M | 1.36% | −15,264−36.7% | Reduced |
| Oregon Public Employees Retirement Fund | 26,335 | $4.37M | 0.08% | +20+0.1% | Added |
| Great Valley Advisor Group, Inc. | 26,355 | $4.38M | 0.09% | +1,150+4.6% | Added |
| NEOS Investment Management LLC | 26,644 | $4.43M | 0.08% | +10,352+63.5% | Added |
| We Are One Seven, LLC | 26,719 | $4.44M | 0.17% | +23,023+622.9% | Added |
| GeoWealth Management, LLC | 26,963 | $4.48M | 0.18% | −825−3.0% | Reduced |
| Sanctuary Advisors, LLC | 27,260 | $4.53M | 0.03% | −12,216−30.9% | Reduced |
| Bokf, NA | 27,611 | $4.59M | 0.08% | +24,963+942.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,690 | $4.60M | 0.02% | −686−2.4% | Reduced |
| Condor Capital Management | 27,733 | $4.61M | 0.43% | −399−1.4% | Reduced |
| Nordea Investment Management AB | 28,174 | $4.67M | 0.00% | +40.0% | Added |
| Rakuten Investment Management, Inc. | 28,573 | $4.69M | 0.02% | +28,573 | New |
| Brevan Howard Capital Management LP | 28,546 | $4.74M | 0.13% | +15,752+123.1% | Added |
| BDF-Gestion | 28,608 | $4.75M | 0.52% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 28,864 | $4.79M | 0.47% | +7,648+36.0% | Added |
| D.A. Davidson & Co. | 28,879 | $4.80M | 0.04% | −372−1.3% | Reduced |
| Stevens Capital Management LP | 29,071 | $4.83M | 1.20% | +23,184+393.8% | Added |
| Modern Wealth Management, LLC | 29,508 | $4.90M | 0.16% | +1,527+5.5% | Added |
| Bruni J V & Co | 29,696 | $4.93M | 0.57% | −1,256−4.1% | Reduced |
| Truvestments Capital LLC | 29,890 | $4.96M | 1.08% | +6,536+28.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 30,100 | $5.00M | 0.04% | 00.0% | Unchanged |
| McGinn Investment Management, Inc. | 30,118 | $5.00M | 3.27% | −425−1.4% | Reduced |
| Norinchukin Bank, The | 30,402 | $5.05M | 0.09% | +2,792+10.1% | Added |
| Aviva PLC | 30,557 | $5.07M | 0.01% | +3,019+11.0% | Added |
| Sterling Capital Management LLC | 31,280 | $5.19M | 0.08% | −4,428−12.4% | Reduced |
| Tocqueville Asset Management L.P. | 31,473 | $5.23M | 0.09% | −265−0.8% | Reduced |
| Intech Investment Management LLC | 31,926 | $5.30M | 0.05% | +2,572+8.8% | Added |
| Union Bancaire Privee, UBP SA | 32,100 | $5.33M | 0.10% | 00.0% | Unchanged |
| CWM Advisors, LLC | 32,259 | $5.36M | 0.64% | +1,750+5.7% | Added |
| Private Advisor Group, LLC | 32,261 | $5.36M | 0.03% | +169+0.5% | Added |
| Verition Fund Management LLC | 32,470 | $5.39M | 0.03% | +12,695+64.2% | Added |
| Fred Alger Management, LLC | 33,220 | $5.52M | 0.03% | +2,447+8.0% | Added |
| MAI Capital Management | 33,357 | $5.54M | 0.04% | +138+0.4% | Added |
| Rafferty Asset Management, LLC | 33,440 | $5.55M | 0.02% | −6,926−17.2% | Reduced |
| Beacon Pointe Advisors, LLC | 33,464 | $5.56M | 0.06% | +3,088+10.2% | Added |
| New Insight Wealth Advisors | 33,550 | $5.57M | 2.53% | +76+0.2% | Added |
| Vident Advisory, LLC | 33,625 | $5.58M | 0.08% | −25,710−43.3% | Reduced |
| Unigestion Holding SA | 33,918 | $5.63M | 0.33% | −3,876−10.3% | Reduced |
| Groupe la Francaise | 34,000 | $5.64M | 0.12% | +3,784+12.5% | Added |