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 |
|---|---|---|---|---|---|
| Eqis Capital Management, Inc. | 2,174 | $361.1K | 0.03% | +78+3.7% | Added |
| Conning Inc. | 2,171 | $360.6K | 0.01% | −18−0.8% | Reduced |
| Regions Financial Corp | 2,161 | $358.9K | 0.00% | +21+1.0% | Added |
| Novare Capital Management LLC | 2,150 | $357.1K | 0.03% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,148 | $356.7K | 0.21% | +27+1.3% | Added |
| Resurgent Financial Advisors LLC | 2,114 | $351.1K | 0.21% | −263−11.1% | Reduced |
| Stratos Wealth Advisors, LLC | 2,085 | $346.4K | 0.02% | −23−1.1% | Reduced |
| Jefferies Financial Group Inc. | 2,082 | $345.8K | 0.01% | −185−8.2% | Reduced |
| Gateway Investment Advisers LLC | 2,067 | $343.3K | 0.00% | +172+9.1% | Added |
| Strategic Financial Concepts, LLC | 2,066 | $343.2K | 0.06% | −702−25.4% | Reduced |
| Bridgewater Associates, LP | 2,059 | $342.0K | 0.00% | +880+74.6% | Added |
| Spire Wealth Management | 2,057 | $341.6K | 0.01% | −1,408−40.6% | Reduced |
| Rockland Trust Co | 2,050 | $340.5K | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 2,040 | $338.8K | 0.04% | −170−7.7% | Reduced |
| Tiaa Trust, National Association | 2,031 | $337.3K | 0.00% | +510+33.5% | Added |
| Lafayette Investments, Inc. | 2,025 | $336.3K | 0.07% | 00.0% | Unchanged |
| Manchester Financial Inc | 2,021 | $335.7K | 0.08% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,021 | $335.6K | 0.03% | +400+24.7% | Added |
| Fulton Bank, N.A. | 2,009 | $333.7K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 2,009 | $333.6K | 0.01% | +30+1.5% | Added |
| Samalin Investment Counsel, LLC | 2,008 | $333.5K | 0.14% | +667+49.7% | Added |
| Atlas Private Wealth Advisors | 2,008 | $333.5K | 0.05% | +8+0.4% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,988 | $330.1K | 0.18% | −432−17.9% | Reduced |
| Callan Family Office, LLC | 1,972 | $327.5K | 0.02% | −1,933−49.5% | Reduced |
| Fidelis Capital Partners, LLC | 2,084 | $326.5K | 0.03% | −142−6.4% | Reduced |
| Huntleigh Advisors, Inc. | 1,963 | $326.0K | 0.05% | −500−20.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,960 | $325.6K | 0.02% | −69−3.4% | Reduced |
| Kathmere Capital Management, LLC | 1,953 | $324.4K | 0.03% | −157−7.4% | Reduced |
| Alliance Wealth Advisors, LLC | 1,944 | $322.9K | 0.08% | +366+23.2% | Added |
| Intrust Bank NA | 1,937 | $321.7K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,934 | $321.2K | 0.05% | +935+93.6% | Added |
| Howard Capital Management Inc. | 1,922 | $319.2K | 0.01% | −295−13.3% | Reduced |
| Quotient Wealth Partners, LLC | 1,917 | $318.3K | 0.01% | +111+6.1% | Added |
| Great Lakes Advisors, LLC | 1,908 | $316.9K | 0.00% | +68+3.7% | Added |
| Good Life Advisors, LLC | 1,902 | $315.9K | 0.02% | −6−0.3% | Reduced |
| TD Private Client Wealth LLC | 1,895 | $314.7K | 0.01% | +300+18.8% | Added |
| Fukoku Mutual Life Insurance Co | 1,889 | $313.7K | 0.02% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 1,880 | $312.2K | 0.01% | −291−13.4% | Reduced |
| IFG Advisory, LLC | 1,878 | $311.9K | 0.02% | +1+0.1% | Added |
| Cetera Trust Company, N.A | 1,875 | $311.4K | 0.20% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 1,863 | $309.5K | 0.34% | −59−3.1% | Reduced |
| Intrua Financial, LLC | 1,860 | $308.9K | 0.05% | +11+0.6% | Added |
| LJI Wealth Management, LLC | 1,849 | $307.1K | 0.06% | 00.0% | Unchanged |
| Synovus Financial Corp | 1,847 | $306.9K | 0.00% | +367+24.8% | Added |
| MBB Public Markets I LLC | 1,826 | $303.3K | 0.03% | +1,826 | New |
| ZRC Wealth Management, LLC | 1,819 | $302.1K | 0.13% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,815 | $301.5K | 0.01% | +102+6.0% | Added |
| Optas, LLC | 1,812 | $300.9K | 0.05% | +102+6.0% | Added |
| American State Bank (Iowa) | 1,804 | $299.4K | 0.18% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,787 | $296.8K | 0.07% | −27−1.5% | Reduced |
| Prudent Man Advisors, LLC | 1,781 | $295.8K | 0.11% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,776 | $295.0K | 0.01% | −198−10.0% | Reduced |
| Whalerock Point Partners, LLC | 1,776 | $295.0K | 0.07% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 1,766 | $293.4K | 0.00% | −957−35.1% | Reduced |
| Kovack Advisors, Inc. | 1,757 | $291.7K | 0.03% | +189+12.1% | Added |
| Bragg Financial Advisors, Inc | 1,753 | $291.1K | 0.01% | +324+22.7% | Added |
| Boothbay Fund Management, LLC | 1,751 | $290.8K | 0.01% | +1,751 | New |
| Socha Financial Group, LLC | 1,750 | $290.6K | 0.14% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 1,747 | $290.1K | 0.08% | −4−0.2% | Reduced |
| Cabot Wealth Management Inc | 1,745 | $289.8K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,744 | $289.6K | 0.03% | −600−25.6% | Reduced |
| PEAK6 LLC | 1,722 | $286.0K | 0.01% | +1,722 | New |
| LMR Partners LLP | 1,718 | $285.3K | 0.01% | +1,650+2,426.5% | Added |
| Shelton Capital Management | 1,716 | $285.0K | 0.01% | −47−2.7% | Reduced |
| Icon Wealth Advisors, LLC | 1,711 | $284.2K | 0.02% | +50+3.0% | Added |
| EP Wealth Advisors, LLC | 1,708 | $283.7K | 0.00% | −2,680−61.1% | Reduced |
| Kapitalo Investimentos Ltda | 1,703 | $282.8K | 0.06% | +1,049+160.4% | Added |
| Buckingham Strategic Partners | 1,699 | $282.3K | 0.00% | +141+9.1% | Added |
| BNP Paribas | 1,688 | $280.3K | 0.01% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,685 | $279.8K | 0.04% | +268+18.9% | Added |
| VELA Investment Management, LLC | 1,683 | $279.5K | 0.10% | −51−2.9% | Reduced |
| Baker Avenue Asset Management, LP | 1,681 | $279.2K | 0.01% | −869−34.1% | Reduced |
| CKW Financial Group | 1,677 | $279.0K | 0.03% | +1,677 | New |
| Platform Technology Partners | 1,673 | $277.9K | 0.08% | +11+0.7% | Added |
| Gibbs Wealth Management | 1,666 | $276.7K | 0.07% | +1,666 | New |
| Winthrop Capital Management, LLC | 1,657 | $275.0K | 0.08% | +2+0.1% | Added |
| Worth Venture Partners, LLC | 1,650 | $274.0K | 0.52% | 00.0% | Unchanged |
| Keel Point, LLC | 1,649 | $273.8K | 0.02% | +250+17.9% | Added |
| Childress Capital Advisors, LLC | 1,646 | $273.4K | 0.08% | −43−2.5% | Reduced |
| Ronald Blue Trust, Inc. | 1,643 | $272.9K | 0.00% | +362+28.3% | Added |
| Paradigm Asset Management Co LLC | 1,635 | $271.5K | 0.07% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,694 | $271.3K | 0.03% | −3−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 1,627 | $270.3K | 0.02% | +4+0.2% | Added |
| Deseret Mutual Benefit Administrators | 1,622 | $269.4K | 0.13% | −74−4.4% | Reduced |
| Point72 Hong Kong Ltd | 1,600 | $265.7K | 0.02% | +1,600 | New |
| SlateStone Wealth, LLC | 1,593 | $265.0K | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,594 | $265.0K | 0.02% | +1,594 | New |
| Clientfirst Wealth Management, LLC | 1,593 | $264.6K | 0.30% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 1,590 | $264.1K | 0.00% | +262+19.7% | Added |
| Fort Sheridan Advisors LLC | 1,589 | $263.9K | 0.04% | −150−8.6% | Reduced |
| PharVision Advisers, LLC | 1,588 | $263.7K | 0.37% | +1,588 | New |
| Badgley Phelps Wealth Managers, LLC | 1,584 | $263.1K | 0.01% | −337−17.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,712 | $262.4K | 0.09% | +1,712 | New |
| Stock Yards Bank & Trust Co | 1,580 | $262.4K | 0.01% | −104−6.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 1,575 | $261.6K | 0.17% | 00.0% | Unchanged |
| Hazelview Securities Inc. | 1,570 | $260.7K | 0.05% | +1,570 | New |
| PDS Planning, Inc | 1,565 | $259.9K | 0.02% | +112+7.7% | Added |
| Coco Enterprises, LLC | 1,851 | $259.9K | 0.19% | +2+0.1% | Added |
| Johnson Investment Counsel Inc | 1,560 | $259.1K | 0.00% | −278−15.1% | Reduced |
| North Star Investment Management Corp. | 1,560 | $259.1K | 0.02% | 00.0% | Unchanged |