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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, Q2 2025

Institutional positions in Simon Property Group Inc. as of Jun 30, 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
1,213
+28 vs. Q1 2025
Shares held
291.2M
−2.92M (−1.0%) vs. Q1 2025
Total value
$46.8B
−$2.01B (−4.1%) vs. Q1 2025
New holders
124
508 more added
Sold out
96
398 more reduced

17 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 1,213 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ2 2025: $46.8B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$32.7B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q1 2025.

Institutions holding SPG in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Fuller & Thaler Asset Management, Inc.0$20.00%0Unchanged
Retirement Wealth Solutions LLC0$680.00%0Unchanged
ROSS\JOHNSON & Associates LLC1$1610.00%00.0%Unchanged
Redwood Park Advisors LLC1$1610.00%+1New
LGT Financial Advisors LLC1$1630.00%+1New
Transamerica Financial Advisors, Inc.2$2390.00%00.0%Unchanged
Private Wealth Asset Management, LLC2$3220.00%−9−81.8%Reduced
Plante Moran Financial Advisors, LLC2$3220.00%00.0%Unchanged
American Capital Advisory, LLC5$8040.00%−1−16.7%Reduced
YANKCOM Partnership5$8040.00%00.0%Unchanged
Copia Wealth Management5$8040.00%00.0%Unchanged
IMA Wealth, Inc.5$8040.00%+5New
Marshall & Sterling Wealth Advisors Inc.6$9640.00%00.0%Unchanged
Wood Tarver Financial Group, LLC9$1.00K0.00%00.0%Unchanged
First Command Advisory Services, Inc.7$1.13K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.7$1.13K0.00%00.0%Unchanged
UMA Financial Services, Inc.7$1.13K0.00%+7New
Rialto Wealth Management, LLC8$1.29K0.00%+5+166.7%Added
Quaker Wealth Management, LLC9$1.45K0.00%+9New
Stephens Consulting, LLC9$1.45K0.00%+9New
NVWM, LLC10$1.61K0.00%+4+66.7%Added
Princeton Global Asset Management LLC10$1.61K0.00%+10New
Alerus Financial NA12$1.93K0.00%+12New
Tortoise Investment Management, LLC13$2.09K0.00%+13New
Core Alternative Capital14$2.25K0.00%00.0%Unchanged
Evergreen Private Wealth LLC14$2.25K0.00%+14New
Clark Wealth Partners15$2.41K0.00%−1−6.3%Reduced
Quest 10 Wealth Builders, Inc.15$2.41K0.00%00.0%Unchanged
Caldwell Trust Co15$2.41K0.00%00.0%Unchanged
Concorde Financial Corp15$2.41K0.00%+15New
Total Investment Management Inc15$2.45K0.00%+15New
Medallion Wealth Advisors, LLC16$2.69K0.00%00.0%Unchanged
Darwin Advisors, LLC17$2.73K0.00%00.0%Unchanged
Bare Financial Services, Inc17$2.73K0.00%+17New
Maseco LLP18$2.87K0.00%+18New
McIlrath & Eck, LLC18$2.89K0.00%00.0%Unchanged
Country Trust Bank20$3.21K0.00%+20New
Strategic Wealth Partners, Ltd.20$3.21K0.00%+20New
HM Payson & Co22$3.54K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC22$3.54K0.00%+4+22.2%Added
Red Tortoise LLC23$3.70K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC23$3.70K0.00%+3+15.0%Added
WealthTrak Capital Management LLC24$3.86K0.00%+17+242.9%Added
Kilter Group LLC24$3.86K0.00%+24New
Briaud Financial Planning, Inc26$4.00K0.00%00.0%Unchanged
Ogorek Anthony Joseph28$4.00K0.00%+23+460.0%Added
American National Bank25$4.02K0.00%00.0%Unchanged
Independence Bank of Kentucky25$4.02K0.00%00.0%Unchanged
Binnacle Investments Inc25$4.02K0.00%00.0%Unchanged
Bayforest Capital Ltd25$4.02K0.00%+25New
Strategic Investment Solutions, Inc.27$4.28K0.00%+1+3.8%Added
S&T Bank27$4.34K0.00%+27New
True Wealth Design, LLC28$4.45K0.00%−97−77.6%Reduced
Addison Advisors LLC28$4.50K0.00%+28New
Dunhill Financial, LLC28$4.51K0.00%−21−42.9%Reduced
Smallwood Wealth Investment Management, LLC30$4.82K0.00%00.0%Unchanged
Compass Financial Services Inc31$4.98K0.00%00.0%Unchanged
Orion Capital Management LLC31$5.01K0.00%00.0%Unchanged
Creative Capital Management Investments LLC33$5.30K0.00%00.0%Unchanged
Dynamic Wealth Strategies, LLC35$5.63K0.00%−14−28.6%Reduced
GPS Wealth Strategies Group, LLC37$5.95K0.00%+5+15.6%Added
Sachetta, LLC37$5.95K0.00%+8+27.6%Added
Jackson, Grant Investment Advisers, Inc.38$6.11K0.00%00.0%Unchanged
Aspect Partners, LLC38$6.11K0.00%00.0%Unchanged
IMG Wealth Management, Inc.38$6.11K0.00%+38New
N.E.W. Advisory Services LLC40$6.43K0.00%−30−42.9%Reduced
Adirondack Trust Co40$6.43K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC43$6.91K0.00%+12+38.7%Added
Transce3nd, LLC44$7.07K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC44$7.07K0.00%−3−6.4%Reduced
Gold Investment Management Ltd.45$7.39K0.00%00.0%Unchanged
High Note Wealth, LLC49$7.85K0.00%+1+2.1%Added
Godsey & Gibb Associates50$8.04K0.00%00.0%Unchanged
Colonial Trust Advisors50$8.04K0.00%00.0%Unchanged
Bangor Savings Bank50$8.04K0.00%+50New
Financial Perspectives, Inc52$8.30K0.00%00.0%Unchanged
Oakworth Capital, Inc.52$8.36K0.00%00.0%Unchanged
Westside Investment Management, Inc.51$8.38K0.00%+51New
Anfield Capital Management, LLC53$8.52K0.00%00.0%Unchanged
Dogwood Wealth Management LLC53$8.66K0.00%+33+165.0%Added
Cranbrook Wealth Management, LLC54$8.68K0.00%+54New
Parkworth Wealth Management, Inc.55$8.79K0.01%+3+5.8%Added
Cornerstone Planning Group LLC52$8.80K0.00%+18+52.9%Added
Redmont Wealth Advisors LLC56$9.00K0.01%+30+115.4%Added
Harvest Fund Management Co., Ltd64$10.0K0.00%−4,064−98.4%Reduced
Avion Wealth67$10.0K0.00%+20+42.6%Added
Howard Hughes Medical Institute66$10.6K0.00%+66New
Christopher J. Hasenberg, Inc69$11.1K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC69$11.1K0.01%00.0%Unchanged
Atlas Capital Advisors LLC69$11.1K0.00%00.0%Unchanged
West Branch Capital LLC69$11.1K0.00%+66+2,200.0%Added
Asset Dedication, LLC73$11.7K0.00%−32−30.5%Reduced
Hollencrest Capital Management74$11.9K0.00%+1+1.4%Added
Private Wealth Management Group, LLC75$12.1K0.00%00.0%Unchanged
Putney Financial Group LLC75$12.1K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC75$12.1K0.00%+10+15.4%Added
Center for Financial Planning, Inc.76$12.2K0.00%00.0%Unchanged
Whipplewood Advisors, LLC76$12.2K0.01%−392−83.8%Reduced
Wolff Wiese Magana LLC76$12.2K0.01%+5+7.0%Added
Murphy & Mullick Capital Management Corp77$12.4K0.01%00.0%Unchanged