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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Central Pacific Bank - Trust Division | 538 | $86.5K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 541 | $87.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 568 | $91.3K | 0.00% | −30−5.0% | Reduced |
| PFS Partners, LLC | 568 | $91.3K | 0.05% | +68+13.6% | Added |
| Caldwell Sutter Capital, Inc. | 588 | $94.5K | 0.04% | +34+6.1% | Added |
| Johnson Financial Group, Inc. | 589 | $94.7K | 0.00% | +566+2,460.9% | Added |
| United Community Bank | 622 | $100.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 632 | $101.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 647 | $104.0K | 0.03% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 649 | $104.3K | 0.01% | +649 | New |
| CoreCap Advisors, LLC | 679 | $109.2K | 0.00% | −171−20.1% | Reduced |
| Ostrum Asset Management | 683 | $109.8K | 0.01% | −20−2.8% | Reduced |
| Montag A & Associates Inc | 702 | $112.9K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 719 | $116.0K | 0.00% | −7−1.0% | Reduced |
| Muzinich & Co., Inc. | 731 | $117.5K | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 737 | $118.5K | 0.00% | +605+458.3% | Added |
| CVA Family Office, LLC | 744 | $119.6K | 0.02% | −47−5.9% | Reduced |
| Harbour Investments, Inc. | 753 | $121.1K | 0.00% | −11−1.4% | Reduced |
| ORG Partners LLC | 746 | $122.6K | 0.03% | +8+1.1% | Added |
| Silvant Capital Management LLC | 821 | $132.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 824 | $132.5K | 0.03% | +55+7.2% | Added |
| Quarry LP | 828 | $133.1K | 0.03% | +323+64.0% | Added |
| Onefund, LLC | 851 | $137.0K | 0.10% | +851 | New |
| Ameritas Advisory Services, LLC | 879 | $141.2K | 0.01% | +879 | New |
| Y.D. More Investments Ltd | 885 | $142.0K | 0.01% | +118+15.4% | Added |
| Stelac Advisory Services LLC | 893 | $143.6K | 0.05% | −5−0.6% | Reduced |
| MUFG Securities EMEA plc | 904 | $145.3K | 0.01% | +904 | New |
| Catalyst Capital Advisors LLC | 907 | $145.8K | 0.00% | +380+72.1% | Added |
| Hantz Financial Services, Inc. | 906 | $146.0K | 0.00% | +251+38.3% | Added |
| Newbridge Financial Services Group, Inc. | 924 | $148.5K | 0.02% | +81+9.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 929 | $149.8K | 0.02% | +211+29.4% | Added |
| Brown Brothers Harriman & Co | 934 | $150.2K | 0.00% | +773+480.1% | Added |
| Sentry Investment Management LLC | 944 | $154.0K | 0.08% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 971 | $156.1K | 0.07% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 988 | $158.8K | 0.02% | −946−48.9% | Reduced |
| AllSquare Wealth Management LLC | 1,000 | $160.8K | 0.09% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 955 | $161.5K | 0.05% | +955 | New |
| Global X Japan Co., Ltd. | 1,036 | $166.5K | 0.02% | +218+26.7% | Added |
| TFC Financial Management | 1,056 | $169.8K | 0.02% | −2−0.2% | Reduced |
| Cromwell Holdings LLC | 1,067 | $171.5K | 0.10% | +38+3.7% | Added |
| Motco | 1,052 | $172.3K | 0.02% | −34−3.1% | Reduced |
| Thompson Investment Management, Inc. | 1,097 | $176.4K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,018 | $177.2K | 0.01% | +192+23.2% | Added |
| Centaurus Financial, Inc. | 1,124 | $181.0K | 0.01% | +165+17.2% | Added |
| Activest Wealth Management | 1,153 | $185.4K | 0.04% | −7−0.6% | Reduced |
| Harbor Investment Advisory, LLC | 1,154 | $185.5K | 0.02% | −149−11.4% | Reduced |
| Central Trust Co | 1,162 | $186.8K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,167 | $191.7K | 0.10% | +8+0.7% | Added |
| Hilltop National Bank | 1,193 | $191.8K | 0.05% | +1,193 | New |
| M&G Plc | 1,239 | $199.5K | 0.00% | −1,011−44.9% | Reduced |
| Socha Financial Group, LLC | 1,250 | $200.9K | 0.09% | −500−28.6% | Reduced |
| EPG Wealth Management LLC | 1,254 | $201.6K | 0.06% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,271 | $204.3K | 0.00% | +1,271 | New |
| Logan Capital Management Inc | 1,275 | $205.0K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,280 | $205.8K | 0.09% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 1,285 | $206.6K | 0.00% | +1,285 | New |
| Sittner & Nelson, LLC | 1,294 | $208.0K | 0.08% | 00.0% | Unchanged |
| Canopy Partners, LLC | 1,301 | $209.1K | 0.08% | +7+0.5% | Added |
| First Foundation Advisors | 1,304 | $209.6K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 1,306 | $209.9K | 0.01% | −5−0.4% | Reduced |
| Moody National Bank Trust Division | 1,316 | $211.6K | 0.02% | −78−5.6% | Reduced |
| Principal Street Partners, LLC | 1,316 | $211.6K | 0.02% | +1,316 | New |
| Tradition Wealth Management, LLC | 1,325 | $213.0K | 0.02% | +1,325 | New |
| Armis Advisers, LLC | 1,318 | $213.1K | 0.02% | +46+3.6% | Added |
| Silver Lake Group, L.L.C. | 1,350 | $217.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,350 | $217.1K | 0.01% | +115+9.3% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,352 | $217.3K | 0.03% | +1,352 | New |
| LMG Wealth Partners, LLC | 1,366 | $219.6K | 0.05% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,390 | $220.0K | 0.01% | −19−1.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,370 | $220.2K | 0.06% | −100−6.8% | Reduced |
| Smithfield Trust Co | 1,374 | $221.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,385 | $222.7K | 0.08% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,379 | $224.8K | 0.01% | +47+3.5% | Added |
| Barry Investment Advisors, LLC | 1,407 | $226.2K | 0.06% | +12+0.9% | Added |
| Leo Wealth, LLC | 1,407 | $226.2K | 0.02% | +1,407 | New |
| Parkside Financial Bank & Trust | 1,420 | $228.3K | 0.02% | −93−6.1% | Reduced |
| Massmutual Trust Co FSB | 1,437 | $231.0K | 0.01% | +81+6.0% | Added |
| KMG Fiduciary Partners, LLC | 1,439 | $231.4K | 0.02% | +46+3.3% | Added |
| Geneos Wealth Management Inc. | 1,441 | $231.7K | 0.01% | +8+0.6% | Added |
| Kovitz Investment Group Partners, LLC | 1,444 | $232.2K | 0.00% | −72−4.7% | Reduced |
| Boothbay Fund Management, LLC | 1,454 | $233.7K | 0.01% | −297−17.0% | Reduced |
| Alta Wealth Advisors LLC | 1,461 | $234.9K | 0.11% | −2,678−64.7% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,468 | $236.0K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,469 | $236.0K | 0.00% | −20−1.3% | Reduced |
| Vicus Capital | 1,470 | $236.3K | 0.02% | +4+0.3% | Added |
| Johnson Investment Counsel Inc | 1,474 | $237.0K | 0.00% | −86−5.5% | Reduced |
| MRP Capital Investments, LLC | 1,475 | $237.1K | 0.16% | +25+1.7% | Added |
| MBB Public Markets I LLC | 1,476 | $237.3K | 0.03% | −350−19.2% | Reduced |
| Berry Wealth Group, LP | 1,485 | $238.7K | 0.17% | +126+9.3% | Added |
| Laffer Tengler Investments | 1,487 | $239.1K | 0.04% | +1,487 | New |
| Howard Capital Management Group, LLC | 1,490 | $239.5K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,499 | $241.0K | 0.01% | +47+3.2% | Added |
| Fukoku Mutual Life Insurance Co | 1,500 | $241.1K | 0.02% | −389−20.6% | Reduced |
| Lavaca Capital LLC | 1,500 | $241.1K | 0.10% | 00.0% | Unchanged |
| Fiduciary Trust Co | 1,509 | $242.6K | 0.00% | −13−0.9% | Reduced |
| Catalyst Financial Partners LLC | 1,516 | $243.7K | 0.03% | +62+4.3% | Added |
| Jacobi Capital Management LLC | 1,523 | $244.9K | 0.02% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 1,525 | $245.2K | 0.15% | −50−3.2% | Reduced |
| First National Bank | 1,528 | $245.6K | 0.14% | −3−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,533 | $246.5K | 0.00% | −110−6.7% | Reduced |