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 |
|---|---|---|---|---|---|
| Carolinas Wealth Consulting LLC | 607 | $100.8K | 0.02% | +6+1.0% | Added |
| Farmers & Merchants Investments Inc | 598 | $99.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 588 | $97.6K | 0.01% | +86+17.1% | Added |
| Caldwell Sutter Capital, Inc. | 554 | $92.0K | 0.04% | +7+1.3% | Added |
| Westend Capital Management, LLC | 541 | $89.9K | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 538 | $89.4K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 559 | $87.5K | 0.04% | +559 | New |
| Catalyst Capital Advisors LLC | 527 | $87.5K | 0.00% | +164+45.2% | Added |
| Missouri Trust & Investment Co | 526 | $87.4K | 0.03% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 525 | $87.2K | 0.03% | −450−46.2% | Reduced |
| Quarry LP | 505 | $83.9K | 0.02% | +421+501.2% | Added |
| NBT Bank N A | 500 | $83.0K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 500 | $83.0K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 486 | $80.7K | 0.01% | +486 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 469 | $77.9K | 0.15% | −8−1.7% | Reduced |
| Wayfinding Financial, LLC | 461 | $76.0K | 0.03% | +461 | New |
| Alpine Bank Wealth Management | 454 | $75.4K | 0.01% | +454 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 446 | $74.1K | 0.03% | −15−3.3% | Reduced |
| GHP Investment Advisors, Inc. | 437 | $72.6K | 0.00% | +4+0.9% | Added |
| Graybill Bartz & Assoc Ltd | 435 | $72.2K | 0.02% | +435 | New |
| JTC Employer Solutions Trusteee Ltd | 412 | $68.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 400 | $66.4K | 0.03% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 385 | $63.9K | 0.00% | +186+93.5% | Added |
| Grove Bank & Trust | 381 | $63.3K | 0.01% | +266+231.3% | Added |
| Hoey Investments, Inc | 375 | $62.3K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 370 | $61.4K | 0.01% | +58+18.6% | Added |
| Nordwand Advisors, LLC | 346 | $57.5K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 345 | $57.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 345 | $57.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 340 | $56.5K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 334 | $55.5K | 0.00% | +304+1,013.3% | Added |
| Anchor Investment Management, LLC | 334 | $55.5K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 327 | $54.0K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 315 | $52.3K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 312 | $51.9K | 0.03% | +4+1.3% | Added |
| Edmond de Rothschild Holding S.A. | 310 | $51.5K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 304 | $50.6K | 0.04% | −6−1.9% | Reduced |
| Old Point Trust & Financial Services N A | 300 | $49.8K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 282 | $46.8K | 0.00% | +39+16.0% | Added |
| WPG Advisers, LLC | 282 | $46.8K | 0.04% | +74+35.6% | Added |
| Kozak & Associates, Inc. | 310 | $46.4K | 0.01% | +4+1.3% | Added |
| BOK Financial Private Wealth, Inc. | 268 | $44.5K | 0.00% | +32+13.6% | Added |
| Stonebridge Financial Group, LLC | 267 | $44.3K | 0.00% | +3+1.1% | Added |
| Indiana Trust & Investment Management CO | 265 | $44.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 264 | $43.9K | 0.02% | −26−9.0% | Reduced |
| Golden State Wealth Management, LLC | 263 | $43.7K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 255 | $42.4K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 250 | $41.5K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 250 | $41.5K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 244 | $40.5K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 242 | $40.2K | 0.00% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 236 | $39.2K | 0.02% | +236 | New |
| Arlington Trust Co LLC | 233 | $38.7K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 232 | $38.5K | 0.00% | −6,333−96.5% | Reduced |
| DT Investment Partners, LLC | 228 | $37.9K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 223 | $37.0K | 0.01% | +2+0.9% | Added |
| AdvisorNet Financial, Inc | 218 | $36.2K | 0.00% | +95+77.2% | Added |
| Covestor Ltd | 211 | $35.0K | 0.02% | +45+27.1% | Added |
| Kestra Investment Management, LLC | 205 | $34.0K | 0.00% | +77+60.2% | Added |
| Webster Bank, N. A. | 200 | $33.2K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 203 | $33.0K | 0.01% | +1+0.5% | Added |
| Continuum Advisory, LLC | 193 | $32.1K | 0.00% | +156+421.6% | Added |
| Bruce G. Allen Investments, LLC | 181 | $30.1K | 0.02% | −32−15.0% | Reduced |
| Caisse des Depots Et Consignations | 178 | $29.6K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 175 | $29.1K | 0.01% | +2+1.2% | Added |
| Richardson Financial Services Inc. | 171 | $28.4K | 0.02% | +111+185.0% | Added |
| Colonial Trust Co | 170 | $27.9K | 0.00% | −39−18.7% | Reduced |
| Brown Brothers Harriman & Co | 161 | $26.7K | 0.00% | −4−2.4% | Reduced |
| Hopwood Financial Services, Inc. | 160 | $26.6K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 158 | $26.2K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 156 | $25.9K | 0.02% | +81+108.0% | Added |
| Atwood & Palmer Inc | 155 | $25.7K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 153 | $25.4K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 153 | $25.0K | 0.00% | −2−1.3% | Reduced |
| West Paces Advisors Inc. | 138 | $22.9K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 138 | $22.9K | 0.00% | +111+411.1% | Added |
| Hughes Financial Services, LLC | 133 | $22.1K | 0.00% | +133 | New |
| Clearstead Advisors, LLC | 132 | $21.9K | 0.00% | −532−80.1% | Reduced |
| Riverview Trust Co | 129 | $21.4K | 0.02% | −6−4.4% | Reduced |
| Saudi Central Bank | 128 | $21.3K | 0.11% | +128 | New |
| Global Financial Private Client, LLC | 127 | $21.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 125 | $20.8K | 0.01% | −1−0.8% | Reduced |
| True Wealth Design, LLC | 125 | $20.7K | 0.01% | +40+47.1% | Added |
| Cape Investment Advisory, Inc. | 123 | $20.5K | 0.01% | +109+778.6% | Added |
| Caitong International Asset Management Co., Ltd | 119 | $19.8K | 0.01% | +119 | New |
| Washington Trust Advisors, Inc. | 112 | $18.6K | 0.00% | −2−1.8% | Reduced |
| Fairscale Capital, LLC | 110 | $18.3K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 109 | $18.1K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 109 | $18.1K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 108 | $17.9K | 0.00% | +1+0.9% | Added |
| Asset Dedication, LLC | 105 | $17.4K | 0.00% | −1−0.9% | Reduced |
| Grayhawk Investment Strategies Inc. | 105 | $17.4K | 0.04% | 00.0% | Unchanged |
| Trust Co | 103 | $17.1K | 0.00% | −143−58.1% | Reduced |
| MPWM Advisory Solutions, LLC | 101 | $16.8K | 0.01% | +1+1.0% | Added |
| Sofos Investments, Inc. | 101 | $16.8K | 0.00% | +101 | New |
| First United Bank Trust | 100 | $16.6K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 100 | $16.6K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 100 | $16.6K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 99 | $16.4K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 89 | $14.8K | 0.00% | +66+287.0% | Added |