Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
No open-market purchases or sales by Simon Property Group Inc. insiders were filed in the last 90 days; 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 |
|---|---|---|---|---|---|
| Sheets Smith Wealth Management | 33,953 | $5.64M | 0.70% | 00.0% | Unchanged |
| Groupe la Francaise | 34,000 | $5.64M | 0.12% | +3,784+12.5% | Added |
| Unigestion Holding SA | 33,918 | $5.63M | 0.33% | −3,876−10.3% | Reduced |
| Vident Advisory, LLC | 33,625 | $5.58M | 0.08% | −25,710−43.3% | Reduced |
| New Insight Wealth Advisors | 33,550 | $5.57M | 2.53% | +76+0.2% | Added |
| Beacon Pointe Advisors, LLC | 33,464 | $5.56M | 0.06% | +3,088+10.2% | Added |
| Rafferty Asset Management, LLC | 33,440 | $5.55M | 0.02% | −6,926−17.2% | Reduced |
| MAI Capital Management | 33,357 | $5.54M | 0.04% | +138+0.4% | Added |
| Fred Alger Management, LLC | 33,220 | $5.52M | 0.03% | +2,447+8.0% | Added |
| Verition Fund Management LLC | 32,470 | $5.39M | 0.03% | +12,695+64.2% | Added |
| Private Advisor Group, LLC | 32,261 | $5.36M | 0.03% | +169+0.5% | Added |
| CWM Advisors, LLC | 32,259 | $5.36M | 0.64% | +1,750+5.7% | Added |
| Union Bancaire Privee, UBP SA | 32,100 | $5.33M | 0.10% | 00.0% | Unchanged |
| Intech Investment Management LLC | 31,926 | $5.30M | 0.05% | +2,572+8.8% | Added |
| Tocqueville Asset Management L.P. | 31,473 | $5.23M | 0.09% | −265−0.8% | Reduced |
| Sterling Capital Management LLC | 31,280 | $5.19M | 0.08% | −4,428−12.4% | Reduced |
| Aviva PLC | 30,557 | $5.07M | 0.01% | +3,019+11.0% | Added |
| Norinchukin Bank, The | 30,402 | $5.05M | 0.09% | +2,792+10.1% | Added |
| McGinn Investment Management, Inc. | 30,118 | $5.00M | 3.27% | −425−1.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 30,100 | $5.00M | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 29,890 | $4.96M | 1.08% | +6,536+28.0% | Added |
| Bruni J V & Co | 29,696 | $4.93M | 0.57% | −1,256−4.1% | Reduced |
| Modern Wealth Management, LLC | 29,508 | $4.90M | 0.16% | +1,527+5.5% | Added |
| Stevens Capital Management LP | 29,071 | $4.83M | 1.20% | +23,184+393.8% | Added |
| D.A. Davidson & Co. | 28,879 | $4.80M | 0.04% | −372−1.3% | Reduced |
| Fiduciary Alliance LLC | 28,864 | $4.79M | 0.47% | +7,648+36.0% | Added |
| BDF-Gestion | 28,608 | $4.75M | 0.52% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 28,546 | $4.74M | 0.13% | +15,752+123.1% | Added |
| Rakuten Investment Management, Inc. | 28,573 | $4.69M | 0.02% | +28,573 | New |
| Nordea Investment Management AB | 28,174 | $4.67M | 0.00% | +40.0% | Added |
| Condor Capital Management | 27,733 | $4.61M | 0.43% | −399−1.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 27,690 | $4.60M | 0.02% | −686−2.4% | Reduced |
| Bokf, NA | 27,611 | $4.59M | 0.08% | +24,963+942.7% | Added |
| Sanctuary Advisors, LLC | 27,260 | $4.53M | 0.03% | −12,216−30.9% | Reduced |
| GeoWealth Management, LLC | 26,963 | $4.48M | 0.18% | −825−3.0% | Reduced |
| We Are One Seven, LLC | 26,719 | $4.44M | 0.17% | +23,023+622.9% | Added |
| NEOS Investment Management LLC | 26,644 | $4.43M | 0.08% | +10,352+63.5% | Added |
| Great Valley Advisor Group, Inc. | 26,355 | $4.38M | 0.09% | +1,150+4.6% | Added |
| Oregon Public Employees Retirement Fund | 26,335 | $4.37M | 0.08% | +20+0.1% | Added |
| tru Independence LLC | 26,300 | $4.37M | 1.36% | −15,264−36.7% | Reduced |
| Vanderbilt University | 26,084 | $4.33M | 0.83% | −5,261−16.8% | Reduced |
| Swiss Life Asset Management Ltd | 25,934 | $4.31M | 0.03% | +9,699+59.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 25,854 | $4.29M | 0.01% | +2,194+9.3% | Added |
| Diversified Trust Co | 25,636 | $4.26M | 0.11% | +8,317+48.0% | Added |
| Federation des caisses Desjardins du Quebec | 25,354 | $4.21M | 0.02% | +11,358+81.2% | Added |
| Patton Fund Management, Inc. | 25,206 | $4.19M | 1.01% | −7,512−23.0% | Reduced |
| Atria Investments LLC | 25,196 | $4.18M | 0.05% | +1,145+4.8% | Added |
| GWM Advisors LLC | 25,072 | $4.16M | 0.02% | −291−1.1% | Reduced |
| Jane Street Group, LLC | 24,847 | $4.13M | 0.01% | +22,986+1,235.1% | Added |
| Pinebridge Investments, L.P. | 24,699 | $4.10M | 0.03% | −142,043−85.2% | Reduced |
| Mizuho Securities USA LLC | 24,557 | $4.08M | 0.09% | −4,511−15.5% | Reduced |
| Cornerstone Wealth Group, LLC | 24,517 | $4.07M | 0.34% | +1,359+5.9% | Added |
| Omers Administration Corp | 24,288 | $4.03M | 0.04% | +2,086+9.4% | Added |
| Fiduciary Group LLC | 24,224 | $4.02M | 0.40% | −49−0.2% | Reduced |
| Brookstone Capital Management | 24,215 | $4.02M | 0.06% | +2,487+11.4% | Added |
| Waterloo Capital, L.P. | 24,147 | $4.01M | 0.37% | +2,158+9.8% | Added |
| Greenland Capital Management LP | 24,134 | $4.01M | 0.69% | +24,134 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 24,102 | $4.00M | 0.37% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 24,037 | $4.00M | 0.48% | +897+3.9% | Added |
| Gillson Capital LP | 23,800 | $3.95M | 0.34% | +23,800 | New |
| Teachers Retirement System of the State of Kentucky | 23,664 | $3.93M | 0.04% | +1,014+4.5% | Added |
| Kestra Advisory Services, LLC | 22,985 | $3.82M | 0.02% | +2,132+10.2% | Added |
| Ieq Capital, LLC | 22,599 | $3.75M | 0.03% | +4,286+23.4% | Added |
| Soltis Investment Advisors LLC | 22,409 | $3.72M | 0.33% | −801−3.5% | Reduced |
| Donoghue Forlines LLC | 22,350 | $3.71M | 1.18% | +13,398+149.7% | Added |
| Mubadala Investment Co PJSC | 22,298 | $3.70M | 0.02% | +22,298 | New |
| Captrust Financial Advisors | 22,209 | $3.69M | 0.01% | −74−0.3% | Reduced |
| Fifth Third Bancorp | 22,142 | $3.68M | 0.01% | −1,884−7.8% | Reduced |
| Kentucky Retirement Systems | 22,088 | $3.67M | 0.11% | +1,028+4.9% | Added |
| Grassi Investment Management | 22,043 | $3.66M | 0.34% | +55+0.3% | Added |
| Advisory Services Network, LLC | 21,955 | $3.65M | 0.07% | −3,327−13.2% | Reduced |
| Pacer Advisors, Inc. | 21,826 | $3.62M | 0.01% | −10,640−32.8% | Reduced |
| Avanza Fonder AB | 21,232 | $3.62M | 0.12% | −3,325−13.5% | Reduced |
| Capital International Inc | 21,765 | $3.61M | 0.04% | +21,765 | New |
| Renaissance Technologies LLC | 21,600 | $3.59M | 0.01% | +21,600 | New |
| Yarbrough Capital, LLC | 21,500 | $3.57M | 0.15% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 21,446 | $3.56M | 0.15% | +1,192+5.9% | Added |
| Advisors Asset Management, Inc. | 21,172 | $3.52M | 0.07% | −475−2.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 21,120 | $3.51M | 0.00% | −5,836−21.7% | Reduced |
| SAM Advisors, LLC | 20,967 | $3.48M | 1.30% | −548−2.5% | Reduced |
| Commerce Bank | 20,778 | $3.45M | 0.02% | +250+1.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 20,686 | $3.44M | 0.01% | +2,543+14.0% | Added |
| Blair William & Co | 20,628 | $3.43M | 0.01% | −560−2.6% | Reduced |
| TD Waterhouse Canada Inc. | 20,271 | $3.36M | 0.03% | −25,417−55.6% | Reduced |
| Vinva Investment Management Ltd | 20,329 | $3.34M | 0.14% | −5,912−22.5% | Reduced |
| Change Path, LLC | 19,778 | $3.28M | 0.10% | +9,721+96.7% | Added |
| Integrated Advisors Network LLC | 19,764 | $3.28M | 0.17% | +903+4.8% | Added |
| Strategic Global Advisors, LLC | 19,609 | $3.26M | 0.64% | −640−3.2% | Reduced |
| Gulf International Bank (UK) Ltd | 19,577 | $3.25M | 0.11% | −6,018−23.5% | Reduced |
| Toroso Investments, LLC | 19,278 | $3.20M | 0.03% | −1,653−7.9% | Reduced |
| Pensionfund Sabic | 19,206 | $3.19M | 0.95% | −4,900−20.3% | Reduced |
| Avantax Advisory Services, Inc. | 19,195 | $3.19M | 0.02% | +4,691+32.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 19,012 | $3.12M | 0.03% | +3,228+20.5% | Added |
| Lido Advisors, LLC | 18,689 | $3.10M | 0.02% | +2,781+17.5% | Added |
| Hartford Investment Management Co | 18,674 | $3.10M | 0.11% | −338−1.8% | Reduced |
| Peapack Gladstone Financial Corp | 18,500 | $3.07M | 0.05% | −691−3.6% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 18,296 | $3.04M | 0.32% | −236−1.3% | Reduced |
| Agf Management Ltd | 18,185 | $3.02M | 0.02% | +5,685+45.5% | Added |
| Foundations Investment Advisors, LLC | 18,047 | $3.00M | 0.06% | −13,587−43.0% | Reduced |
| CIBC Private Wealth Group, LLC | 21,352 | $3.00M | 0.01% | +3,942+22.6% | Added |