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, 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 |
|---|---|---|---|---|---|
| Murphy Pohlad Asset Management LLC | 1,536 | $246.9K | 0.10% | −2,000−56.6% | Reduced |
| Triad Wealth Partners, LLC | 1,538 | $247.2K | 0.05% | +219+16.6% | Added |
| Heartland Bank & Trust Co | 1,544 | $248.2K | 0.12% | +1,544 | New |
| Avidian Wealth Solutions, LLC | 1,545 | $248.3K | 0.01% | +9+0.6% | Added |
| Strategic Financial Concepts, LLC | 1,548 | $248.8K | 0.04% | −518−25.1% | Reduced |
| Accuvest Global Advisors | 1,556 | $250.0K | 0.16% | −1,442−48.1% | Reduced |
| North Star Investment Management Corp. | 1,560 | $250.8K | 0.02% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,569 | $252.2K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,569 | $252.2K | 0.00% | +1,569 | New |
| BSW Wealth Partners | 1,575 | $253.3K | 0.03% | +147+10.3% | Added |
| Patton Fund Management, Inc. | 1,580 | $254.0K | 0.06% | −23,626−93.7% | Reduced |
| Stock Yards Bank & Trust Co | 1,583 | $254.5K | 0.01% | +3+0.2% | Added |
| Silvercrest Asset Management Group LLC | 1,590 | $255.6K | 0.00% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 1,593 | $256.0K | 0.02% | 00.0% | Unchanged |
| Clientfirst Wealth Management, LLC | 1,593 | $256.1K | 0.26% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,600 | $257.2K | 0.02% | −595−27.1% | Reduced |
| Childress Capital Advisors, LLC | 1,608 | $258.5K | 0.07% | −38−2.3% | Reduced |
| AMG National Trust Bank | 1,610 | $258.8K | 0.01% | −710−30.6% | Reduced |
| Breakwater Capital Group | 1,620 | $260.4K | 0.04% | +80+5.2% | Added |
| Archer Investment Corp | 1,621 | $260.6K | 0.06% | +1,600+7,619.0% | Added |
| Deseret Mutual Benefit Administrators | 1,622 | $260.8K | 0.12% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,625 | $261.2K | 0.03% | +361+28.6% | Added |
| Cornerstone Wealth Management, LLC | 1,637 | $263.2K | 0.02% | +10+0.6% | Added |
| Baker Avenue Asset Management, LP | 1,646 | $264.6K | 0.01% | −35−2.1% | Reduced |
| Synovus Financial Corp | 1,642 | $264.9K | 0.00% | −205−11.1% | Reduced |
| CX Institutional | 1,654 | $266.0K | 0.01% | +313+23.3% | Added |
| Platform Technology Partners | 1,662 | $267.2K | 0.07% | −11−0.7% | Reduced |
| Simplex Trading, LLC | 1,679 | $269.0K | 0.01% | −9,483−85.0% | Reduced |
| PDS Planning, Inc | 1,682 | $270.4K | 0.02% | +117+7.5% | Added |
| BNP Paribas | 1,688 | $271.4K | 0.01% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,653 | $272.6K | 0.08% | −59−3.4% | Reduced |
| Cornerstone Advisory, LLC | 1,697 | $272.8K | 0.03% | +3+0.2% | Added |
| Mesirow Financial Investment Management, Inc. | 1,704 | $273.8K | 0.01% | −804−32.1% | Reduced |
| Tiaa Trust, National Association | 1,707 | $274.4K | 0.00% | −324−16.0% | Reduced |
| Winthrop Capital Management, LLC | 1,709 | $275.0K | 0.07% | +52+3.1% | Added |
| Augustine Asset Management Inc | 1,712 | $275.2K | 0.07% | −35−2.0% | Reduced |
| Shelton Capital Management | 1,716 | $275.9K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,679 | $278.3K | 0.01% | +1,679 | New |
| NBC Securities, Inc. | 1,746 | $280.0K | 0.02% | −604−25.7% | Reduced |
| Kovack Advisors, Inc. | 1,742 | $280.1K | 0.03% | −15−0.9% | Reduced |
| Cabot Wealth Management Inc | 1,745 | $280.5K | 0.03% | 00.0% | Unchanged |
| Corton Capital Inc. | 1,755 | $282.1K | 0.33% | +1,755 | New |
| MinichMacGregor Wealth Management, LLC | 1,760 | $282.9K | 0.06% | +1,760 | New |
| Great Lakes Advisors, LLC | 1,761 | $283.1K | 0.00% | −147−7.7% | Reduced |
| Mission Wealth Management, LP | 1,769 | $284.5K | 0.01% | −7−0.4% | Reduced |
| Penserra Capital Management LLC | 1,775 | $285.0K | 0.00% | −7,515−80.9% | Reduced |
| Keel Point, LLC | 1,773 | $285.0K | 0.02% | +124+7.5% | Added |
| Whalerock Point Partners, LLC | 1,776 | $285.5K | 0.06% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,779 | $286.0K | 0.16% | −25−1.4% | Reduced |
| Fort Sheridan Advisors LLC | 1,789 | $287.6K | 0.04% | +200+12.6% | Added |
| Bard Financial Services, Inc. | 1,790 | $287.8K | 0.03% | −250−12.3% | Reduced |
| Coco Enterprises, LLC | 1,791 | $288.0K | 0.17% | −60−3.2% | Reduced |
| Quotient Wealth Partners, LLC | 1,799 | $289.2K | 0.01% | −118−6.2% | Reduced |
| Prudent Man Advisors, LLC | 1,802 | $289.7K | 0.09% | +21+1.2% | Added |
| Aptus Capital Advisors, LLC | 1,812 | $291.3K | 0.00% | −1,273−41.3% | Reduced |
| ZRC Wealth Management, LLC | 1,819 | $292.4K | 0.12% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,820 | $292.6K | 0.02% | +109+6.4% | Added |
| Gibbs Wealth Management | 1,824 | $293.2K | 0.06% | +158+9.5% | Added |
| 4WEALTH Advisors, Inc. | 1,847 | $296.9K | 0.31% | −16−0.9% | Reduced |
| LJI Wealth Management, LLC | 1,849 | $297.2K | 0.05% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,850 | $297.4K | 0.00% | +1,850 | New |
| Buckingham Strategic Partners | 1,858 | $298.7K | 0.00% | +159+9.4% | Added |
| IFG Advisory, LLC | 1,879 | $302.0K | 0.02% | +1+0.1% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,851 | $304.0K | 0.14% | −137−6.9% | Reduced |
| Stratos Wealth Partners, LTD. | 1,900 | $305.6K | 0.00% | +134+7.6% | Added |
| Good Life Advisors, LLC | 1,903 | $305.9K | 0.02% | +1+0.1% | Added |
| Gryphon Financial Partners LLC | 1,912 | $307.3K | 0.04% | +227+13.5% | Added |
| Intrust Bank NA | 1,912 | $307.4K | 0.03% | −25−1.3% | Reduced |
| Cetera Trust Company, N.A | 1,915 | $307.9K | 0.18% | +40+2.1% | Added |
| Optas, LLC | 1,917 | $308.2K | 0.06% | +105+5.8% | Added |
| Eqis Capital Management, Inc. | 1,958 | $314.9K | 0.03% | −216−9.9% | Reduced |
| Huntleigh Advisors, Inc. | 1,963 | $315.6K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,987 | $319.4K | 0.02% | −34−1.7% | Reduced |
| Gateway Investment Advisers LLC | 2,011 | $323.3K | 0.00% | −56−2.7% | Reduced |
| Manchester Financial Inc | 2,021 | $324.9K | 0.07% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,024 | $325.3K | 0.01% | +2,024 | New |
| Lafayette Investments, Inc. | 2,025 | $325.5K | 0.07% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,035 | $327.1K | 0.01% | +26+1.3% | Added |
| Rockland Trust Co | 2,050 | $329.6K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 2,053 | $330.1K | 0.00% | +345+20.2% | Added |
| Alliance Wealth Advisors, LLC | 2,055 | $330.4K | 0.08% | +111+5.7% | Added |
| CWA Asset Management Group, LLC | 2,058 | $330.8K | 0.01% | +178+9.5% | Added |
| O'Rourke & Company, Inc | 2,059 | $331.0K | 0.15% | −358−14.8% | Reduced |
| Stratos Wealth Advisors, LLC | 2,086 | $335.4K | 0.02% | +10.0% | Added |
| Atlas Private Wealth Advisors | 2,087 | $335.5K | 0.04% | +79+3.9% | Added |
| Intrua Financial, LLC | 2,088 | $335.7K | 0.05% | +228+12.3% | Added |
| Conning Inc. | 2,089 | $335.8K | 0.01% | −82−3.8% | Reduced |
| LRI Investments, LLC | 2,089 | $335.8K | 0.03% | −172−7.6% | Reduced |
| Howard Capital Management Inc. | 2,109 | $339.0K | 0.01% | +187+9.7% | Added |
| Umb Bank N A | 2,114 | $339.8K | 0.01% | −309−12.8% | Reduced |
| V-Square Quantitative Management LLC | 2,119 | $340.6K | 0.05% | −176−7.7% | Reduced |
| Avestar Capital, LLC | 2,123 | $341.3K | 0.02% | −367−14.7% | Reduced |
| Bragg Financial Advisors, Inc | 2,127 | $341.9K | 0.01% | +374+21.3% | Added |
| SageView Advisory Group, LLC | 2,080 | $343.8K | 0.01% | +71+3.5% | Added |
| Novare Capital Management LLC | 2,165 | $348.0K | 0.03% | +15+0.7% | Added |
| Samalin Investment Counsel, LLC | 2,175 | $349.7K | 0.13% | +167+8.3% | Added |
| Regions Financial Corp | 2,179 | $350.3K | 0.00% | +18+0.8% | Added |
| Promethium Advisors,llc | 2,244 | $360.7K | 0.22% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,246 | $361.1K | 0.01% | +431+23.7% | Added |
| Redhawk Wealth Advisors, Inc. | 2,252 | $362.0K | 0.05% | +29+1.3% | Added |