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
- 1,202
- +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 |
|---|---|---|---|---|---|
| Unique Wealth Strategies, LLC | 3,193 | $530.3K | 0.24% | +143+4.7% | Added |
| Capstone Investment Advisors, LLC | 3,179 | $528.0K | 0.00% | +3,179 | New |
| Proficio Capital Partners LLC | 3,175 | $527.3K | 0.04% | +26+0.8% | Added |
| Scientech Research LLC | 3,172 | $526.8K | 0.14% | +3,172 | New |
| Graypoint LLC | 3,170 | $526.6K | 0.03% | −127−3.9% | Reduced |
| United Advisor Group, LLC | 3,136 | $520.8K | 0.11% | +48+1.6% | Added |
| Foster & Motley Inc | 3,128 | $519.0K | 0.03% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 3,100 | $515.0K | 0.22% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 3,100 | $514.8K | 0.02% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,100 | $514.8K | 0.06% | +400+14.8% | Added |
| Sagespring Wealth Partners, LLC | 3,093 | $513.7K | 0.01% | +589+23.5% | Added |
| Capital Investment Advisors, LLC | 3,086 | $512.5K | 0.01% | +66+2.2% | Added |
| Aptus Capital Advisors, LLC | 3,085 | $512.4K | 0.01% | +677+28.1% | Added |
| Sunbelt Securities, Inc. | 3,065 | $509.0K | 0.05% | −879−22.3% | Reduced |
| Diversify Wealth Management, LLC | 3,236 | $507.5K | 0.04% | +201+6.6% | Added |
| Raiffeisen Bank International AG | 3,077 | $505.5K | 0.01% | +1,322+75.3% | Added |
| International Assets Investment Management, LLC | 3,035 | $504.1K | 0.04% | +283+10.3% | Added |
| Smartleaf Asset Management LLC | 3,064 | $503.4K | 0.05% | +263+9.4% | Added |
| Sage Mountain Advisors LLC | 3,014 | $500.5K | 0.04% | −438−12.7% | Reduced |
| Stephens Inc | 3,003 | $498.7K | 0.01% | −178−5.6% | Reduced |
| Merrion Investment Management Co, LLC | 3,000 | $498.2K | 0.36% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,000 | $498.2K | 0.11% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 3,000 | $498.0K | 0.08% | 00.0% | Unchanged |
| Accuvest Global Advisors | 2,998 | $498.0K | 0.42% | +2,998 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,995 | $497.4K | 0.05% | +376+14.4% | Added |
| PFG Investments, LLC | 2,982 | $495.3K | 0.03% | −689−18.8% | Reduced |
| First National Bank Sioux Falls | 2,965 | $492.4K | 0.20% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 2,949 | $489.8K | 0.24% | +200+7.3% | Added |
| Oxford Financial Group Ltd | 2,948 | $489.5K | 0.03% | −142−4.6% | Reduced |
| American Investment Services, Inc. | 2,943 | $488.8K | 0.09% | −260−8.1% | Reduced |
| Market Street Wealth Management Advisors LLC | 2,930 | $486.6K | 0.08% | +5+0.2% | Added |
| Jackson Square Capital, LLC | 2,904 | $482.3K | 0.16% | −88−2.9% | Reduced |
| Washington Trust Co | 2,899 | $481.5K | 0.02% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 2,898 | $481.3K | 0.12% | +2,898 | New |
| ORG Wealth Partners, LLC | 2,854 | $475.7K | 0.15% | +2,854 | New |
| LS Investment Advisors, LLC | 2,861 | $475.2K | 0.07% | +545+23.5% | Added |
| Arete Wealth Advisors, LLC | 2,848 | $474.0K | 0.04% | −8−0.3% | Reduced |
| Lederer & Associates Investment Counsel | 2,846 | $473.0K | 0.35% | −53−1.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 2,825 | $469.2K | 0.03% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 2,800 | $465.0K | 0.14% | +800+40.0% | Added |
| Magnolia Capital Advisors LLC | 2,795 | $464.2K | 0.13% | −6−0.2% | Reduced |
| Optimum Investment Advisors | 2,779 | $461.5K | 0.22% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 2,764 | $459.1K | 0.19% | −198−6.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,642 | $454.9K | 0.15% | 00.0% | Unchanged |
| Strategic Advocates LLC | 2,711 | $450.2K | 0.16% | −33−1.2% | Reduced |
| Schechter Investment Advisors, LLC | 2,708 | $449.7K | 0.04% | −1,097−28.8% | Reduced |
| Oak Grove Capital LLC | 2,700 | $448.4K | 0.11% | −900−25.0% | Reduced |
| Alteri Wealth LLC | 2,657 | $441.3K | 0.19% | +461+21.0% | Added |
| Schnieders Capital Management LLC | 2,656 | $441.1K | 0.09% | 00.0% | Unchanged |
| Phocas Financial Corp. | 2,649 | $439.9K | 0.07% | −57−2.1% | Reduced |
| Longfellow Investment Management Co LLC | 2,648 | $439.8K | 0.11% | +2,648 | New |
| Brown, Lisle/Cummings, Inc. | 2,628 | $436.5K | 0.13% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 2,607 | $433.0K | 0.10% | +361+16.1% | Added |
| Simon Quick Advisors, LLC | 2,592 | $430.5K | 0.02% | +504+24.1% | Added |
| Robertson Stephens Wealth Management, LLC | 2,583 | $429.1K | 0.02% | −216−7.7% | Reduced |
| Nilsine Partners, LLC | 2,568 | $426.5K | 0.05% | −144−5.3% | Reduced |
| JDM Financial Group LLC | 2,563 | $425.6K | 0.22% | +8+0.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,554 | $424.1K | 0.02% | −400−13.5% | Reduced |
| Octavia Wealth Advisors, LLC | 2,552 | $423.8K | 0.05% | +20+0.8% | Added |
| Personal Cfo Solutions, LLC | 2,546 | $422.8K | 0.09% | +30+1.2% | Added |
| Asset Planning,Inc | 2,535 | $421.0K | 0.33% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 2,535 | $421.0K | 0.01% | −268−9.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,508 | $416.6K | 0.01% | +385+18.1% | Added |
| New England Research & Management, Inc. | 2,505 | $416.0K | 0.21% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,500 | $415.2K | 0.03% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 2,500 | $415.2K | 0.12% | 00.0% | Unchanged |
| William Allan, LLC | 2,493 | $414.0K | 0.26% | +430+20.8% | Added |
| Welch Group, LLC | 2,520 | $413.9K | 0.02% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,490 | $413.5K | 0.04% | −405−14.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,470 | $410.2K | 0.08% | −440−15.1% | Reduced |
| L2 Asset Management, LLC | 2,441 | $405.4K | 0.08% | +1,196+96.1% | Added |
| Umb Bank N A | 2,423 | $402.4K | 0.01% | +32+1.3% | Added |
| O'Rourke & Company, Inc | 2,417 | $401.5K | 0.20% | +9+0.4% | Added |
| Washington Trust Bank | 2,416 | $401.2K | 0.04% | −293−10.8% | Reduced |
| Silverleafe Capital Partners, LLC | 2,400 | $398.6K | 0.14% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 2,394 | $397.6K | 0.35% | −127−5.0% | Reduced |
| Arkadios Wealth Advisors | 2,389 | $396.7K | 0.02% | +2,389 | New |
| Journey Strategic Wealth LLC | 2,388 | $396.6K | 0.01% | +42+1.8% | Added |
| Manchester Capital Management LLC | 2,368 | $393.3K | 0.05% | +45+1.9% | Added |
| NBC Securities, Inc. | 2,350 | $390.0K | 0.03% | +2,349+234,900.0% | Added |
| Aventura Private Wealth, LLC | 2,347 | $389.8K | 0.20% | +2,282+3,510.8% | Added |
| Legacy Financial Advisors, Inc. | 2,338 | $388.2K | 0.06% | −192−7.6% | Reduced |
| Rational Advisors LLC | 2,328 | $386.6K | 0.04% | +2,328 | New |
| Embree Financial Group | 2,327 | $386.5K | 0.06% | +28+1.2% | Added |
| Titleist Asset Management, LLC | 2,326 | $386.4K | 0.04% | −10−0.4% | Reduced |
| AMG National Trust Bank | 2,320 | $385.3K | 0.01% | +475+25.7% | Added |
| Affinity Wealth Management LLC | 2,318 | $385.0K | 0.07% | +57+2.5% | Added |
| Rehmann Capital Advisory Group | 2,317 | $384.9K | 0.02% | +208+9.9% | Added |
| Modera Wealth Management, LLC | 2,310 | $383.7K | 0.01% | +689+42.5% | Added |
| V-Square Quantitative Management LLC | 2,295 | $381.2K | 0.06% | −24−1.0% | Reduced |
| Mutual Advisors, LLC | 2,423 | $379.6K | 0.01% | −361−13.0% | Reduced |
| Lecap Asset Management Ltd | 2,273 | $377.5K | 0.09% | +2,273 | New |
| Walter & Keenan Financial Consulting Co | 2,271 | $377.2K | 0.11% | +79+3.6% | Added |
| LRI Investments, LLC | 2,261 | $375.5K | 0.04% | +9+0.4% | Added |
| Skopos Labs, Inc. | 2,251 | $373.8K | 0.08% | +88+4.1% | Added |
| Burney Co | 2,251 | $373.8K | 0.01% | 00.0% | Unchanged |
| M&G Plc | 2,250 | $373.5K | 0.00% | +2,250 | New |
| Promethium Advisors,llc | 2,244 | $372.7K | 0.24% | −7,824−77.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,223 | $369.2K | 0.05% | +28+1.3% | Added |
| Resonant Capital Advisors, LLC | 2,195 | $364.5K | 0.03% | −41−1.8% | Reduced |