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 |
|---|---|---|---|---|---|
| Breakwater Capital Group | 1,540 | $255.8K | 0.05% | +110+7.7% | Added |
| Avidian Wealth Solutions, LLC | 1,536 | $255.1K | 0.01% | +1,536 | New |
| First National Bank | 1,531 | $254.3K | 0.17% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,523 | $252.9K | 0.02% | 00.0% | Unchanged |
| Fiduciary Trust Co | 1,522 | $252.7K | 0.00% | −20−1.3% | Reduced |
| ICONIQ Capital, LLC | 1,519 | $252.3K | 0.00% | +208+15.9% | Added |
| Kovitz Investment Group Partners, LLC | 1,516 | $251.8K | 0.00% | +152+11.1% | Added |
| Parkside Financial Bank & Trust | 1,513 | $251.3K | 0.03% | +286+23.3% | Added |
| GWN Securities Inc. | 1,504 | $250.5K | 0.01% | +1,504 | New |
| Lavaca Capital LLC | 1,500 | $249.1K | 0.11% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 1,490 | $247.5K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,489 | $247.0K | 0.00% | −88−5.6% | Reduced |
| Dorsey Wright & Associates | 1,480 | $246.0K | 0.06% | −46−3.0% | Reduced |
| Parcion Private Wealth LLC | 1,475 | $245.0K | 0.02% | −83−5.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,470 | $244.1K | 0.08% | +130+9.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,468 | $243.8K | 0.06% | 00.0% | Unchanged |
| Vicus Capital | 1,466 | $243.5K | 0.02% | −56−3.7% | Reduced |
| Catalyst Financial Partners LLC | 1,454 | $241.5K | 0.04% | +12+0.8% | Added |
| First Horizon Advisors, Inc. | 1,452 | $241.1K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 1,450 | $240.8K | 0.23% | −25−1.7% | Reduced |
| Virtus ETF Advisers LLC | 1,450 | $240.8K | 0.16% | +1,450 | New |
| Geneos Wealth Management Inc. | 1,433 | $238.0K | 0.01% | +583+68.6% | Added |
| PAX Financial Group, LLC | 1,429 | $237.3K | 0.04% | −6−0.4% | Reduced |
| BSW Wealth Partners | 1,428 | $237.2K | 0.04% | −39−2.7% | Reduced |
| Krane Funds Advisors LLC | 1,423 | $236.3K | 0.01% | −49−3.3% | Reduced |
| AE Wealth Management LLC | 1,396 | $231.8K | 0.00% | +1+0.1% | Added |
| Barry Investment Advisors, LLC | 1,395 | $231.7K | 0.06% | +8+0.6% | Added |
| Moody National Bank Trust Division | 1,394 | $231.5K | 0.02% | +78+5.9% | Added |
| KMG Fiduciary Partners, LLC | 1,393 | $231.3K | 0.02% | +5+0.4% | Added |
| Meridian Wealth Management, LLC | 1,409 | $230.1K | 0.01% | −1,013−41.8% | Reduced |
| Alta Advisers Ltd | 1,385 | $230.0K | 0.10% | +1,385 | New |
| Smithfield Trust Co | 1,374 | $228.0K | 0.01% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 1,366 | $226.9K | 0.05% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 1,363 | $226.4K | 0.17% | +17+1.3% | Added |
| Advus Financial Partners, LLC | 1,359 | $225.7K | 0.06% | −128−8.6% | Reduced |
| Berry Wealth Group, LP | 1,359 | $225.7K | 0.18% | +1,359 | New |
| Flputnam Investment Management Co | 1,357 | $225.4K | 0.00% | +159+13.3% | Added |
| Massmutual Trust Co FSB | 1,356 | $225.2K | 0.01% | +165+13.9% | Added |
| Carnegie Capital Asset Management, LLC | 1,569 | $224.9K | 0.01% | 00.0% | Unchanged |
| Silver Lake Group, L.L.C. | 1,350 | $224.2K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,341 | $223.0K | 0.01% | −10−0.7% | Reduced |
| Diversify Advisory Services, LLC | 1,401 | $219.6K | 0.01% | −136−8.8% | Reduced |
| Triad Wealth Partners, LLC | 1,319 | $219.0K | 0.07% | −81−5.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,311 | $217.8K | 0.01% | −223−14.5% | Reduced |
| First Foundation Advisors | 1,304 | $216.6K | 0.01% | −556−29.9% | Reduced |
| Harbor Investment Advisory, LLC | 1,303 | $216.5K | 0.02% | −150−10.3% | Reduced |
| Canopy Partners, LLC | 1,294 | $214.9K | 0.08% | +10+0.8% | Added |
| Sittner & Nelson, LLC | 1,294 | $214.9K | 0.09% | +650+100.9% | Added |
| Camden Capital, LLC | 1,281 | $212.8K | 0.02% | +77+6.4% | Added |
| Ridgewood Investments LLC | 1,280 | $212.6K | 0.10% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,275 | $211.8K | 0.01% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 1,273 | $211.4K | 0.62% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,264 | $209.9K | 0.01% | +1,264 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,264 | $209.9K | 0.03% | +31+2.5% | Added |
| Aster Capital Management (DIFC) Ltd | 1,122 | $208.8K | 0.04% | −522−31.8% | Reduced |
| Texas Bank & Trust Co | 1,257 | $208.8K | 0.09% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 1,255 | $208.4K | 0.01% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,254 | $208.3K | 0.06% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,235 | $205.1K | 0.01% | +12+1.0% | Added |
| Gamco Investors, Inc. Et Al | 1,230 | $204.3K | 0.00% | 00.0% | Unchanged |
| Strategic Advisors LLC | 1,215 | $201.7K | 0.04% | −7−0.6% | Reduced |
| Csenge Advisory Group | 1,332 | $200.3K | 0.01% | +1,332 | New |
| Armis Advisers, LLC | 1,272 | $200.2K | 0.02% | +1,272 | New |
| Point72 (DIFC) Ltd | 1,198 | $199.0K | 0.02% | +1,198 | New |
| Central Trust Co | 1,162 | $193.0K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,159 | $193.0K | 0.11% | +11+1.0% | Added |
| Activest Wealth Management | 1,160 | $192.7K | 0.05% | −115−9.0% | Reduced |
| Thompson Investment Management, Inc. | 1,097 | $182.2K | 0.03% | +6+0.5% | Added |
| Motco | 1,086 | $180.4K | 0.02% | +3+0.3% | Added |
| TFC Financial Management | 1,058 | $175.7K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,029 | $170.9K | 0.11% | +16+1.6% | Added |
| AllSquare Wealth Management LLC | 1,000 | $166.1K | 0.10% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,000 | $166.0K | 0.01% | −5−0.5% | Reduced |
| Greykasell Wealth Strategies, Inc. | 971 | $161.3K | 0.09% | +971 | New |
| Centaurus Financial, Inc. | 959 | $159.0K | 0.01% | +92+10.6% | Added |
| Morse Asset Management, Inc | 900 | $149.5K | 0.04% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 898 | $149.1K | 0.06% | +17+1.9% | Added |
| Anderson Financial Strategies, LLC | 884 | $146.8K | 0.09% | +884 | New |
| CoreCap Advisors, LLC | 850 | $141.1K | 0.01% | −56−6.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 843 | $139.9K | 0.03% | −612−42.1% | Reduced |
| SRS Capital Advisors, Inc. | 826 | $137.3K | 0.01% | −370−30.9% | Reduced |
| Silvant Capital Management LLC | 821 | $136.4K | 0.01% | 00.0% | Unchanged |
| Atala Financial Inc | 821 | $136.4K | 0.10% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 818 | $135.9K | 0.02% | +163+24.9% | Added |
| Sentry Investment Management LLC | 944 | $135.0K | 0.09% | −282−23.0% | Reduced |
| CVA Family Office, LLC | 791 | $131.4K | 0.02% | −82−9.4% | Reduced |
| Rosenberg Matthew Hamilton | 769 | $127.7K | 0.03% | −54−6.6% | Reduced |
| Y.D. More Investments Ltd | 767 | $127.4K | 0.01% | −137−15.2% | Reduced |
| Harbour Investments, Inc. | 764 | $126.8K | 0.00% | +20+2.7% | Added |
| ORG Partners LLC | 738 | $122.9K | 0.03% | −2,665−78.3% | Reduced |
| Muzinich & Co., Inc. | 731 | $121.4K | 0.07% | 00.0% | Unchanged |
| Capital Analysts, LLC | 726 | $121.0K | 0.00% | +14+2.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 718 | $119.5K | 0.02% | +210+41.3% | Added |
| State of Wyoming | 711 | $118.1K | 0.02% | +711 | New |
| Ostrum Asset Management | 703 | $116.8K | 0.01% | −2,284−76.5% | Reduced |
| Montag A & Associates Inc | 702 | $116.6K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 655 | $109.0K | 0.00% | +655 | New |
| Fortitude Family Office, LLC | 647 | $107.5K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 634 | $105.3K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 632 | $105.0K | 0.02% | 00.0% | Unchanged |