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 |
|---|---|---|---|---|---|
| WESPAC Advisors, LLC | 5,266 | $874.6K | 0.71% | +384+7.9% | Added |
| American Trust Investment Advisors, LLC | 5,262 | $873.9K | 0.37% | +430+8.9% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 5,200 | $863.6K | 0.04% | +300+6.1% | Added |
| Snowden Capital Advisors LLC | 5,169 | $858.5K | 0.03% | −674−11.5% | Reduced |
| Evergreen Capital Management LLC | 5,168 | $858.3K | 0.03% | +214+4.3% | Added |
| TBH Global Asset Management, LLC | 5,040 | $837.0K | 0.16% | −64−1.3% | Reduced |
| American Assets Inc | 5,000 | $830.4K | 0.29% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 4,918 | $816.8K | 0.02% | +2,691+120.8% | Added |
| Insigneo Advisory Services, LLC | 4,910 | $815.4K | 0.08% | +2,416+96.9% | Added |
| Pensionmark Financial Group, LLC | 4,907 | $815.0K | 0.02% | +1,029+26.5% | Added |
| RiverFront Investment Group, LLC | 4,903 | $814.3K | 0.02% | +4,903 | New |
| Highline Wealth Partners LLC | 4,888 | $811.8K | 0.27% | +9+0.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $809.2K | 0.01% | 00.0% | Unchanged |
| Veridan Wealth LLC | 4,784 | $794.5K | 0.36% | +62+1.3% | Added |
| Monetary Management Group Inc | 4,775 | $793.0K | 0.21% | 00.0% | Unchanged |
| Marshall Wace, LLP | 4,754 | $789.5K | 0.00% | −7,795−62.1% | Reduced |
| Chilton Capital Management LLC | 4,721 | $784.1K | 0.03% | −280−5.6% | Reduced |
| Pinnacle Associates Ltd | 4,681 | $777.3K | 0.01% | +449+10.6% | Added |
| Invst, LLC | 4,676 | $776.6K | 0.11% | −177−3.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,630 | $768.9K | 0.03% | +121+2.7% | Added |
| Monument Capital Management | 4,612 | $765.9K | 0.24% | −309−6.3% | Reduced |
| Wedbush Securities Inc | 4,565 | $758.0K | 0.03% | +340+8.0% | Added |
| Michels Family Financial, LLC | 4,556 | $756.6K | 0.68% | +117+2.6% | Added |
| NorthRock Partners, LLC | 4,523 | $751.2K | 0.03% | −110−2.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,516 | $750.0K | 0.09% | +10.0% | Added |
| Sumitomo Life Insurance Co | 4,471 | $742.5K | 0.03% | +70+1.6% | Added |
| Merit Financial Group, LLC | 4,465 | $741.5K | 0.01% | +2,049+84.8% | Added |
| Heritage Trust Co | 4,463 | $741.2K | 0.09% | −64−1.4% | Reduced |
| 111 Capital | 4,457 | $740.2K | 0.14% | +2,809+170.4% | Added |
| Principal Securities, Inc. | 4,290 | $738.8K | 0.02% | +150+3.6% | Added |
| Horizon Investments, LLC | 4,442 | $737.7K | 0.02% | +222+5.3% | Added |
| Commerzbank Aktiengesellschaft | 4,397 | $731.0K | 0.02% | +351+8.7% | Added |
| Dorsey & Whitney Trust CO LLC | 4,378 | $727.1K | 0.04% | +288+7.0% | Added |
| USA Financial Portformulas Corp | 4,317 | $717.0K | 0.12% | +4,317 | New |
| Prestige Wealth Management Group LLC | 4,314 | $716.5K | 0.15% | +85+2.0% | Added |
| IHT Wealth Management, LLC | 4,269 | $709.0K | 0.02% | −148−3.4% | Reduced |
| Congress Wealth Management LLC | 4,249 | $706.0K | 0.01% | +1,887+79.9% | Added |
| Mediolanum International Funds Ltd | 4,288 | $704.4K | 0.01% | −243−5.4% | Reduced |
| Cascade Financial Partners, LLC | 4,209 | $699.1K | 0.09% | +2,961+237.3% | Added |
| Profund Advisors LLC | 4,198 | $697.2K | 0.03% | −954−18.5% | Reduced |
| SkyView Investment Advisors, LLC | 4,156 | $690.0K | 0.10% | +308+8.0% | Added |
| Alta Wealth Advisors LLC | 4,139 | $687.4K | 0.32% | −155−3.6% | Reduced |
| Alpha Cubed Investments, LLC | 4,136 | $686.9K | 0.03% | +585+16.5% | Added |
| Harvest Fund Management Co., Ltd | 4,128 | $685.0K | 0.03% | +478+13.1% | Added |
| Impact Partnership Wealth, LLC | 4,123 | $684.8K | 0.15% | −785−16.0% | Reduced |
| IFP Advisors, Inc | 4,094 | $680.1K | 0.02% | +359+9.6% | Added |
| Trust Co of Vermont | 4,084 | $678.3K | 0.03% | +31+0.8% | Added |
| Future Financial Wealth Managment LLC | 4,065 | $675.2K | 0.50% | +36+0.9% | Added |
| Nabity-Jensen Investment Management Inc | 4,065 | $675.1K | 0.54% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,054 | $673.3K | 0.04% | −15−0.4% | Reduced |
| Forte Capital LLC | 4,027 | $668.8K | 0.08% | +370+10.1% | Added |
| Allworth Financial LP | 4,250 | $663.8K | 0.00% | +1,098+34.8% | Added |
| Joel Isaacson & Co., LLC | 3,978 | $660.7K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 3,944 | $655.0K | 0.01% | −893−18.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,917 | $650.5K | 0.01% | +927+31.0% | Added |
| Everhart Financial Group, Inc. | 3,878 | $644.1K | 0.09% | +320+9.0% | Added |
| Beacon Investment Advisors LLC | 3,876 | $643.8K | 0.30% | +23+0.6% | Added |
| Tritonpoint Wealth, LLC | 3,868 | $642.3K | 0.06% | +59+1.5% | Added |
| Manske Wealth Management | 3,857 | $640.5K | 0.24% | −606−13.6% | Reduced |
| Hilltop Holdings Inc. | 3,809 | $632.5K | 0.04% | +516+15.7% | Added |
| Fifth Third Wealth Advisors LLC | 3,801 | $631.3K | 0.03% | +162+4.5% | Added |
| Ellevest, Inc. | 3,799 | $630.9K | 0.04% | −205−5.1% | Reduced |
| Wealth Alliance | 3,775 | $626.9K | 0.08% | +3,775 | New |
| Independent Financial Group, LLC | 3,746 | $622.1K | 0.02% | +778+26.2% | Added |
| Tobias Financial Advisors, Inc. | 3,730 | $619.4K | 0.12% | +36+1.0% | Added |
| RS Crum Inc. | 3,722 | $618.1K | 0.17% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,718 | $617.5K | 0.04% | +3,718 | New |
| Summit Financial, LLC | 3,707 | $615.7K | 0.02% | +11+0.3% | Added |
| Sound View Wealth Advisors Group, LLC | 3,631 | $603.1K | 0.05% | −1,328−26.8% | Reduced |
| Ghe, LLC | 3,633 | $603.0K | 0.27% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 3,600 | $597.9K | 0.73% | +3,600 | New |
| Autumn Glory Partners, LLC | 3,585 | $595.4K | 0.30% | +875+32.3% | Added |
| Rothschild Investment LLC | 3,577 | $594.1K | 0.04% | +33+0.9% | Added |
| Murphy Pohlad Asset Management LLC | 3,536 | $587.3K | 0.25% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 3,535 | $587.1K | 0.09% | −4−0.1% | Reduced |
| Bearing Point Capital, LLC | 3,532 | $586.6K | 0.12% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,522 | $584.9K | 0.01% | +166+4.9% | Added |
| Element Wealth, LLC | 3,509 | $582.7K | 0.31% | +30+0.9% | Added |
| Inspire Advisors, LLC | 3,490 | $579.6K | 0.07% | −620−15.1% | Reduced |
| Baader Bank INC | 3,441 | $571.4K | 0.06% | +1,976+134.9% | Added |
| Garda Capital Partners LP | 3,430 | $569.7K | 0.32% | +3,430 | New |
| Savant Capital, LLC | 3,424 | $568.6K | 0.00% | −983−22.3% | Reduced |
| Gables Capital Management Inc. | 3,415 | $567.2K | 0.28% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 3,399 | $564.5K | 0.25% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,388 | $562.7K | 0.02% | +200+6.3% | Added |
| Yoffe Investment Management, LLC | 3,383 | $561.8K | 0.83% | 00.0% | Unchanged |
| Private Trust Co NA | 3,382 | $561.7K | 0.06% | +404+13.6% | Added |
| AlphaCore Capital LLC | 3,381 | $561.5K | 0.05% | +352+11.6% | Added |
| Quantbot Technologies LP | 3,368 | $559.4K | 0.02% | −6,259−65.0% | Reduced |
| Farther Finance Advisors, LLC | 3,325 | $553.4K | 0.01% | +789+31.1% | Added |
| Ascent Group, LLC | 3,324 | $552.0K | 0.02% | +647+24.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $548.1K | 0.17% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,292 | $547.0K | 0.10% | −56−1.7% | Reduced |
| HighPoint Advisor Group LLC | 3,471 | $544.3K | 0.03% | +75+2.2% | Added |
| Ofi Invest Asset Management | 3,533 | $543.2K | 0.01% | +3+0.1% | Added |
| Sargent Investment Group, LLC | 3,269 | $542.9K | 0.09% | +839+34.5% | Added |
| Jacobs Levy Equity Management, Inc | 3,248 | $539.4K | 0.00% | +3,248 | New |
| White Pine Capital LLC | 3,229 | $536.3K | 0.19% | +80+2.5% | Added |
| Reuter James Wealth Management, LLC | 3,225 | $535.6K | 0.09% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 3,206 | $532.5K | 0.10% | +3,206 | New |