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 |
|---|---|---|---|---|---|
| KG&L Capital Management,LLC | 9,437 | $1.51M | 0.49% | −1,605−14.5% | Reduced |
| Ritholtz Wealth Management | 9,042 | $1.50M | 0.04% | −2,026−18.3% | Reduced |
| Valeo Financial Advisors, LLC | 9,014 | $1.50M | 0.04% | +758+9.2% | Added |
| Sigma Planning Corp | 8,886 | $1.48M | 0.05% | +3,047+52.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,846 | $1.47M | 0.01% | −3,422−27.9% | Reduced |
| Palogic Value Management, L.P. | 8,798 | $1.46M | 0.64% | +641+7.9% | Added |
| Apollon Wealth Management, LLC | 8,692 | $1.44M | 0.03% | −54−0.6% | Reduced |
| Steel Peak Wealth Management LLC | 8,571 | $1.42M | 0.06% | −582−6.4% | Reduced |
| NewEdge Wealth, LLC | 8,546 | $1.42M | 0.03% | −1,101−11.4% | Reduced |
| Affinity Investment Advisors, LLC | 8,405 | $1.40M | 1.14% | −679−7.5% | Reduced |
| Golden State Equity Partners | 8,389 | $1.39M | 0.28% | +2,971+54.8% | Added |
| Mark Asset Management LP | 8,095 | $1.34M | 0.20% | +8,095 | New |
| Catalytic Wealth RIA, LLC | 8,011 | $1.33M | 0.24% | +603+8.1% | Added |
| Wealth Preservation Advisors, LLC | 8,002 | $1.33M | 0.95% | +8,002 | New |
| Integrated Wealth Concepts LLC | 7,971 | $1.32M | 0.02% | −2,555−24.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,940 | $1.32M | 0.05% | +19+0.2% | Added |
| one8zero8, LLC | 7,874 | $1.31M | 0.31% | −994−11.2% | Reduced |
| CFM Wealth Partners LLC | 7,834 | $1.30M | 0.23% | +549+7.5% | Added |
| Frank, Rimerman Advisors LLC | 7,825 | $1.30M | 0.10% | −206−2.6% | Reduced |
| Qtron Investments LLC | 7,798 | $1.30M | 0.19% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 7,750 | $1.29M | 1.54% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 7,744 | $1.29M | 0.03% | +2,729+54.4% | Added |
| RFG Advisory, LLC | 7,675 | $1.27M | 0.03% | +7,675 | New |
| Prudential PLC | 7,646 | $1.27M | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 7,586 | $1.26M | 0.00% | −16−0.2% | Reduced |
| Dark Forest Capital Management LP | 7,467 | $1.24M | 0.06% | +6,137+461.4% | Added |
| Illinois Municipal Retirement Fund | 7,454 | $1.24M | 0.02% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 7,439 | $1.24M | 0.13% | +6+0.1% | Added |
| Bedel Financial Consulting, Inc. | 7,558 | $1.21M | 0.17% | −60−0.8% | Reduced |
| Renaissance Group LLC | 7,280 | $1.21M | 0.05% | −409−5.3% | Reduced |
| TrueWealth Advisors, LLC | 7,260 | $1.21M | 0.40% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 7,234 | $1.20M | 0.12% | −24−0.3% | Reduced |
| Chesapeake Asset Management LLC | 7,205 | $1.20M | 1.14% | 00.0% | Unchanged |
| Yelin Lapidot Holdings Management Ltd. | 7,150 | $1.19M | 0.23% | 00.0% | Unchanged |
| United Services Automobile Association | 7,154 | $1.18M | 0.04% | +7,154 | New |
| Secured Retirement Advisors, LLC | 7,015 | $1.17M | 0.75% | −123−1.7% | Reduced |
| Gifford Fong Associates | 7,000 | $1.16M | 0.29% | 00.0% | Unchanged |
| Gabelli Funds LLC | 7,000 | $1.16M | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,945 | $1.15M | 0.04% | +2,299+49.5% | Added |
| Carmel Capital Partners, LLC | 6,912 | $1.15M | 0.45% | −42−0.6% | Reduced |
| Castle Rock Wealth Management, LLC | 6,894 | $1.14M | 0.31% | −1,986−22.4% | Reduced |
| Strategic Blueprint, LLC | 6,860 | $1.14M | 0.06% | +6,860 | New |
| Larson Financial Group LLC | 6,729 | $1.12M | 0.05% | +2,923+76.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,716 | $1.12M | 0.00% | +190+2.9% | Added |
| Atomi Financial Group, Inc. | 6,667 | $1.11M | 0.05% | +565+9.3% | Added |
| Custom Index Systems, LLC | 6,655 | $1.11M | 0.56% | +564+9.3% | Added |
| Knollwood Investment Advisory, LLC | 6,650 | $1.10M | 0.12% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,538 | $1.09M | 0.02% | +220+3.5% | Added |
| HB Wealth Management, LLC | 6,530 | $1.08M | 0.01% | +679+11.6% | Added |
| Syon Capital LLC | 6,494 | $1.08M | 0.09% | +497+8.3% | Added |
| Ontario Teachers Pension Plan Board | 6,477 | $1.08M | 0.02% | −4,822−42.7% | Reduced |
| Argentarii, LLC | 6,443 | $1.07M | 0.53% | −693−9.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 6,430 | $1.07M | 0.28% | +6,430 | New |
| Emergent Wealth Advisors, LLC | 6,425 | $1.07M | 0.77% | +1,340+26.4% | Added |
| Centiva Capital, LP | 6,391 | $1.06M | 0.06% | +6,391 | New |
| Bryn Mawr Trust Co | 6,388 | $1.06M | 0.02% | −439−6.4% | Reduced |
| Perigon Wealth Management, LLC | 6,368 | $1.06M | 0.03% | −91−1.4% | Reduced |
| Checchi Capital Advisers, LLC | 6,341 | $1.05M | 0.07% | +777+14.0% | Added |
| Keybank National Association | 6,339 | $1.05M | 0.00% | +29+0.5% | Added |
| Shell Asset Management Co | 6,325 | $1.05M | 0.05% | −267−4.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,311 | $1.05M | 0.54% | −13−0.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 6,309 | $1.05M | 0.03% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 6,305 | $1.05M | 0.03% | −17,788−73.8% | Reduced |
| Machina Capital S.A.S. | 6,285 | $1.04M | 0.31% | +6,285 | New |
| Sequoia Financial Advisors, LLC | 6,249 | $1.04M | 0.01% | +437+7.5% | Added |
| Wedmont Private Capital | 6,972 | $1.03M | 0.05% | +245+3.6% | Added |
| Bayesian Capital Management, LP | 6,200 | $1.03M | 0.17% | +6,200 | New |
| GF Fund Management Co. Ltd. | 6,180 | $1.03M | 0.02% | +255+4.3% | Added |
| Marino, Stram & Associates LLC | 6,175 | $1.03M | 0.23% | +6+0.1% | Added |
| Solidarilty Wealth, LLC | 6,170 | $1.02M | 0.25% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,161 | $1.02M | 0.05% | +3,030+96.8% | Added |
| Magnetar Financial LLC | 6,149 | $1.02M | 0.01% | +6,149 | New |
| MSH Capital Advisors LLC | 6,114 | $1.02M | 0.31% | 00.0% | Unchanged |
| Aspiriant, LLC | 5,851 | $971.7K | 0.03% | +74+1.3% | Added |
| MQS Management LLC | 5,829 | $968.1K | 0.56% | +5,829 | New |
| Adams Asset Advisors, LLC | 5,789 | $961.4K | 0.13% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 5,756 | $956.0K | 0.16% | +1,321+29.8% | Added |
| Ballentine Partners, LLC | 5,751 | $955.1K | 0.02% | +455+8.6% | Added |
| Clarius Group, LLC | 5,724 | $950.6K | 0.06% | −8−0.1% | Reduced |
| Sienna Gestion | 5,877 | $948.8K | 0.08% | −4,102−41.1% | Reduced |
| Wellington Shields & Co., LLC | 5,700 | $946.7K | 0.30% | +200+3.6% | Added |
| Resources Investment Advisors, LLC. | 5,694 | $945.6K | 0.01% | −620−9.8% | Reduced |
| Radnor Capital Management, LLC | 5,672 | $942.0K | 0.16% | −60−1.0% | Reduced |
| Board of the Pension Protection Fund | 5,600 | $930.0K | 1.06% | +5,600 | New |
| Investors Research Corp | 5,540 | $920.1K | 0.20% | −148−2.6% | Reduced |
| Pitcairn Co | 5,520 | $916.8K | 0.06% | −4,375−44.2% | Reduced |
| Genesee Capital Advisors, LLC | 5,517 | $916.3K | 0.46% | +462+9.1% | Added |
| Applied Finance Capital Management, LLC | 5,508 | $914.8K | 0.07% | +130+2.4% | Added |
| InTrack Investment Management Inc | 5,500 | $913.4K | 0.83% | +757+16.0% | Added |
| Parallel Advisors, LLC | 5,493 | $912.3K | 0.02% | −211−3.7% | Reduced |
| Signaturefd, LLC | 5,484 | $910.7K | 0.02% | −58−1.0% | Reduced |
| Regal Investment Advisors LLC | 5,481 | $910.3K | 0.07% | −552−9.1% | Reduced |
| Ausdal Financial Partners, Inc. | 5,477 | $909.7K | 0.07% | +311+6.0% | Added |
| MUFG Securities Americas Inc. | 5,429 | $901.6K | 0.10% | +901+19.9% | Added |
| Bridgefront Capital, LLC | 5,423 | $900.7K | 0.26% | +3,646+205.2% | Added |
| J.W. Cole Advisors, Inc. | 5,388 | $894.9K | 0.03% | +5,388 | New |
| Capital International Sarl | 5,321 | $883.7K | 0.02% | +5,321 | New |
| Gilman Hill Asset Management, LLC | 5,311 | $882.1K | 0.15% | +165+3.2% | Added |
| MidWestOne Financial Group, Inc. | 5,307 | $881.4K | 0.13% | −3,425−39.2% | Reduced |
| GAMMA Investing LLC | 5,279 | $876.7K | 0.07% | −52−1.0% | Reduced |