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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 17,792 | $2.96M | 0.07% | −185−1.0% | Reduced |
| DoubleLine ETF Adviser LP | 17,769 | $2.95M | 0.98% | −4,201−19.1% | Reduced |
| Equitable Holdings, Inc. | 17,555 | $2.92M | 0.03% | +1,115+6.8% | Added |
| Plato Investment Management Ltd | 17,271 | $2.90M | 0.24% | −3,621−17.3% | Reduced |
| Hamilton Capital Partners Inc. | 17,282 | $2.87M | 0.18% | −30.0% | Reduced |
| Walleye Capital LLC | 17,246 | $2.86M | 0.03% | +6,671+63.1% | Added |
| Spirit of America Management Corp | 17,000 | $2.82M | 0.57% | −500−2.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 16,850 | $2.80M | 0.26% | −266−1.6% | Reduced |
| Redmond Asset Management, LLC | 16,760 | $2.78M | 0.72% | +410+2.5% | Added |
| Louisiana State Employees Retirement System | 16,500 | $2.74M | 0.05% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 16,186 | $2.69M | 0.08% | −232−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 14,337 | $2.64M | 0.08% | −1,882−11.6% | Reduced |
| Miracle Mile Advisors, LLC | 15,817 | $2.63M | 0.05% | −413−2.5% | Reduced |
| Lodestone Wealth Management LLC | 15,788 | $2.62M | 1.39% | −3,547−18.3% | Reduced |
| Kestra Private Wealth Services, LLC | 15,695 | $2.61M | 0.04% | −198−1.2% | Reduced |
| Algert Global LLC | 15,606 | $2.59M | 0.06% | −1,165−6.9% | Reduced |
| Alberta Investment Management Corp | 15,500 | $2.57M | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 15,124 | $2.51M | 0.06% | −2,151−12.5% | Reduced |
| CAPROCK Group, Inc. | 15,097 | $2.51M | 0.08% | −1,943−11.4% | Reduced |
| RSM US Wealth Management LLC | 15,069 | $2.50M | 0.04% | +5,333+54.8% | Added |
| Atria Wealth Solutions, Inc. | 14,999 | $2.49M | 0.03% | −2,525−14.4% | Reduced |
| GKV Capital Management Co., Inc. | 14,500 | $2.41M | 1.20% | +3,330+29.8% | Added |
| Adell Harriman & Carpenter Inc | 14,475 | $2.40M | 0.18% | −265−1.8% | Reduced |
| Erste Asset Management GmbH | 14,600 | $2.40M | 0.03% | +500+3.5% | Added |
| New Mexico Educational Retirement Board | 14,295 | $2.37M | 0.09% | −300−2.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 14,255 | $2.37M | 0.36% | +878+6.6% | Added |
| E. Ohman J:or Asset Management AB | 14,100 | $2.34M | 0.06% | −600−4.1% | Reduced |
| U S Wealth Group, LLC. | 14,057 | $2.33M | 1.85% | −272−1.9% | Reduced |
| United Capital Financial Advisers, LLC | 14,042 | $2.33M | 0.02% | +642+4.8% | Added |
| Inspire Trust Co, N.A. | 14,000 | $2.33M | 0.55% | +1,500+12.0% | Added |
| TCG Advisory Services, LLC | 13,822 | $2.30M | 0.09% | −108−0.8% | Reduced |
| Del-Sette Capital Management, LLC | 13,747 | $2.28M | 1.79% | +1,684+14.0% | Added |
| Cascade Investment Group, Inc. | 13,746 | $2.28M | 1.76% | −75−0.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 13,702 | $2.28M | 0.63% | −214−1.5% | Reduced |
| Groupama Asset Managment | 13,784 | $2.26M | 0.05% | −1,437−9.4% | Reduced |
| Clough Capital Partners L P | 13,600 | $2.26M | 0.29% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 13,551 | $2.25M | 0.02% | −1,816−11.8% | Reduced |
| Hudson Canyon Capital Management | 13,500 | $2.24M | 1.58% | +13,500 | New |
| Slagle Financial, LLC | 13,367 | $2.22M | 0.99% | +600+4.7% | Added |
| Oppenheimer Asset Management Inc. | 13,237 | $2.20M | 0.03% | −3,651−21.6% | Reduced |
| Cresset Asset Management, LLC | 13,205 | $2.19M | 0.01% | +3,959+42.8% | Added |
| Cunning Capital Partners, LP | 13,189 | $2.19M | 1.40% | −76−0.6% | Reduced |
| Moran Wealth Management, LLC | 13,145 | $2.18M | 0.07% | −116−0.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 12,971 | $2.15M | 0.16% | +64+0.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 13,166 | $2.15M | 0.12% | +13,166 | New |
| Carret Asset Management, LLC | 12,883 | $2.14M | 0.24% | 00.0% | Unchanged |
| Financial Management Network Inc | 14,825 | $2.13M | 0.48% | −322−2.1% | Reduced |
| Red Cedar Investment Management, LLC | 12,748 | $2.12M | 0.29% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 12,490 | $2.07M | 0.25% | −935−7.0% | Reduced |
| Tower Bridge Advisors | 12,450 | $2.07M | 0.23% | −325−2.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 12,419 | $2.06M | 0.52% | +2,438+24.4% | Added |
| Diligent Investors, LLC | 12,278 | $2.04M | 0.50% | −1,395−10.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,191 | $2.02M | 0.02% | −251−2.0% | Reduced |
| Signet Financial Management, LLC | 11,894 | $1.98M | 0.27% | +83+0.7% | Added |
| Fortem Financial Group, LLC | 11,829 | $1.96M | 0.76% | +230+2.0% | Added |
| Western Financial Corp | 11,602 | $1.93M | 1.12% | +1,365+13.3% | Added |
| Presima Inc. | 11,573 | $1.92M | 0.43% | +271+2.4% | Added |
| Convergence Investment Partners, LLC | 11,546 | $1.92M | 0.53% | −823−6.7% | Reduced |
| Ossiam | 11,427 | $1.90M | 0.03% | +1,874+19.6% | Added |
| Wellington Shields Capital Management, LLC | 11,330 | $1.88M | 0.34% | +25+0.2% | Added |
| Howland Capital Management LLC | 11,248 | $1.87M | 0.08% | −94−0.8% | Reduced |
| Simplex Trading, LLC | 11,162 | $1.85M | 0.07% | +110+1.0% | Added |
| Schonfeld Strategic Advisors LLC | 11,155 | $1.85M | 0.01% | −129,229−92.1% | Reduced |
| 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 |
| Arbor Capital Management Inc | 10,999 | $1.85M | 1.79% | +394+3.7% | Added |
| Guggenheim Capital LLC | 11,098 | $1.84M | 0.02% | −2,274−17.0% | Reduced |
| AIA Group Ltd | 11,000 | $1.83M | 0.04% | +11,000 | New |
| Oddo BHF Asset Management SAS | 10,935 | $1.82M | 0.07% | +2,733+33.3% | Added |
| Cascade Investment Advisors, Inc. | 10,918 | $1.81M | 1.23% | −295−2.6% | Reduced |
| Perpetual Ltd | 10,910 | $1.81M | 0.02% | +1,470+15.6% | Added |
| Waratah Capital Advisors Ltd. | 10,726 | $1.78M | 0.12% | +10,726 | New |
| Lincluden Management Ltd | 10,562 | $1.75M | 0.22% | 00.0% | Unchanged |
| Norden Group LLC | 10,533 | $1.75M | 0.20% | +1,529+17.0% | Added |
| Quadrant Capital Group LLC | 10,530 | $1.75M | 0.06% | +7,492+246.6% | Added |
| CWM, LLC | 10,453 | $1.74M | 0.01% | +748+7.7% | Added |
| Everence Capital Management Inc | 10,279 | $1.71M | 0.12% | 00.0% | Unchanged |
| Morangie Management LLC | 10,272 | $1.71M | 1.67% | +1,462+16.6% | Added |
| iA Global Asset Management Inc. | 10,158 | $1.69M | 0.03% | −222−2.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,106 | $1.68M | 0.07% | +1,797+21.6% | Added |
| BCGM Wealth Management, LLC | 9,976 | $1.66M | 0.51% | −40−0.4% | Reduced |
| Mystic Asset Management, Inc. | 9,965 | $1.65M | 0.44% | +5+0.1% | Added |
| Greenleaf Trust | 9,904 | $1.64M | 0.02% | −35−0.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 9,875 | $1.64M | 0.11% | −210−2.1% | Reduced |
| Harvest Portfolios Group Inc. | 9,864 | $1.64M | 0.05% | +1,718+21.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,754 | $1.62M | 0.03% | +16+0.2% | Added |
| Stamos Capital Partners, L.P. | 9,714 | $1.61M | 0.42% | −2,066−17.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,712 | $1.61M | 0.06% | +224+2.4% | Added |
| Meeder Advisory Services, Inc. | 9,695 | $1.61M | 0.10% | −461−4.5% | Reduced |
| Davenport & Co LLC | 9,639 | $1.60M | 0.01% | +7,209+296.7% | Added |
| Assetmark, Inc | 9,636 | $1.60M | 0.00% | +1,091+12.8% | Added |
| J. Safra Sarasin Holding AG | 9,483 | $1.57M | 0.03% | −1,307−12.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,408 | $1.56M | 0.11% | −1,582−14.4% | Reduced |
| Jump Financial, LLC | 9,375 | $1.56M | 0.02% | +5,943+173.2% | Added |
| Jeppson Wealth Management, LLC | 9,301 | $1.54M | 0.57% | −379−3.9% | Reduced |
| Sowell Financial Services LLC | 9,286 | $1.54M | 0.07% | +9,286 | New |
| Penserra Capital Management LLC | 9,290 | $1.54M | 0.03% | +551+6.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 9,253 | $1.54M | 0.02% | −156−1.7% | Reduced |
| Cullen Capital Management LLC | 9,221 | $1.53M | 0.02% | +285+3.2% | Added |
| Quadrature Capital Ltd | 9,173 | $1.52M | 0.03% | +9,173 | New |