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Livermore
Livermore
ZHEN

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.

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
Castle Rock Wealth Management, LLC2,223$365.2K0.09%−4,671−67.8%Reduced
Monument Capital Management2,281$366.7K0.10%−2,331−50.5%Reduced
Kaizen Financial Strategies2,287$367.6K0.19%+139+6.5%Added
Embree Financial Group2,322$373.2K0.06%−5−0.2%Reduced
Rehmann Capital Advisory Group2,325$373.9K0.02%+8+0.3%Added
Titleist Asset Management, LLC2,331$374.7K0.04%+5+0.2%Added
LS Investment Advisors, LLC2,336$375.5K0.05%−525−18.4%Reduced
Affinity Wealth Management LLC2,344$376.8K0.06%+26+1.1%Added
Financial Advocates Investment Management2,347$377.3K0.03%+2,347New
Fidelis Capital Partners, LLC2,261$378.8K0.03%+177+8.5%Added
Manchester Capital Management LLC2,365$380.2K0.05%−3−0.1%Reduced
Charles Schwab Trust Co2,390$384.2K0.03%+2,390New
Bramshill Investments, LLC2,400$385.8K0.04%−5,039−67.7%Reduced
Silverleafe Capital Partners, LLC2,400$385.8K0.13%00.0%Unchanged
S-Bank Fund Management Ltd2,404$386.5K0.06%−802−25.0%Reduced
Opinicus Capital, Inc.2,420$389.0K0.30%+26+1.1%Added
Smartleaf Asset Management LLC2,426$389.4K0.03%−638−20.8%Reduced
Twinbeech Capital LP2,438$391.9K0.01%+2,438New
Nilsine Partners, LLC2,439$392.1K0.04%−129−5.0%Reduced
Daymark Wealth Partners, LLC2,459$395.3K0.02%+2,459New
Ascent Group, LLC2,469$396.9K0.02%−855−25.7%Reduced
Sompo Asset Management Co., Ltd.2,470$397.1K0.07%00.0%Unchanged
Modera Wealth Management, LLC2,478$398.4K0.00%+168+7.3%Added
FORA Capital, LLC2,483$399.2K0.04%+2,483New
PFG Investments, LLC2,494$400.9K0.02%−488−16.4%Reduced
Rossmore Private Capital2,500$401.9K0.05%−600−19.4%Reduced
Financial Sense Advisors, Inc.2,500$401.9K0.10%00.0%Unchanged
PharVision Advisers, LLC2,507$403.0K0.58%+919+57.9%Added
Western Financial Corp2,523$405.6K0.22%−9,079−78.3%Reduced
Lederer & Associates Investment Counsel2,525$406.0K0.27%−321−11.3%Reduced
Moody Lynn & Lieberson, LLC2,526$406.1K0.02%+26+1.0%Added
Asset Planning,Inc2,535$407.5K0.31%00.0%Unchanged
Rational Advisors LLC2,549$409.8K0.04%+221+9.5%Added
Livforsakringsbolaget Skandia, Omsesidigt2,554$410.3K0.02%00.0%Unchanged
Octavia Wealth Advisors, LLC2,572$413.5K0.05%+20+0.8%Added
AE Wealth Management LLC2,576$414.0K0.00%+1,180+84.5%Added
Personal Cfo Solutions, LLC2,596$417.4K0.08%+50+2.0%Added
EverSource Wealth Advisors, LLC2,597$417.6K0.02%+637+32.5%Added
Phocas Financial Corp.2,606$418.9K0.06%−43−1.6%Reduced
Robertson Stephens Wealth Management, LLC2,611$419.8K0.01%+28+1.1%Added
VELA Investment Management, LLC2,614$420.2K0.12%+931+55.3%Added
Brown, Lisle/Cummings, Inc.2,628$422.5K0.11%00.0%Unchanged
Longfellow Investment Management Co LLC2,648$425.7K0.11%00.0%Unchanged
Schnieders Capital Management LLC2,656$427.0K0.07%00.0%Unchanged
William Allan, LLC2,668$428.9K0.25%+175+7.0%Added
Bradley Foster & Sargent Inc2,675$430.0K0.01%+140+5.5%Added
Fulcrum Capital LLC2,692$432.8K0.09%+85+3.3%Added
Oak Grove Capital LLC2,700$434.1K0.10%00.0%Unchanged
Paradigm Asset Management Co LLC2,735$439.7K0.11%+1,100+67.3%Added
Capstone Investment Advisors, LLC2,739$440.3K0.00%−440−13.8%Reduced
Lazari Capital Management, Inc.2,744$441.1K0.17%−20−0.7%Reduced
Optimum Investment Advisors2,749$441.9K0.19%−30−1.1%Reduced
Element Wealth, LLC2,764$444.3K0.20%−745−21.2%Reduced
Lantern Wealth Advisors, LLC2,775$446.1K0.27%+2,775New
Steel Peak Wealth Management LLC2,784$447.5K0.02%−5,787−67.5%Reduced
Magnolia Capital Advisors LLC2,799$450.0K0.11%+4+0.1%Added
Wealthcare Advisory Partners LLC2,805$451.0K0.01%+2,805New
TD Waterhouse Canada Inc.2,756$452.5K0.00%−17,515−86.4%Reduced
Journey Strategic Wealth LLC2,816$452.7K0.01%+428+17.9%Added
Boston Private Wealth LLC2,823$453.8K0.02%+2,823New
Mogy Joel R Investment Counsel Inc2,825$454.1K0.03%00.0%Unchanged
Blueshift Asset Management, LLC2,828$454.6K0.14%+2,828New
We Are One Seven, LLC2,839$456.3K0.01%−23,880−89.4%Reduced
International Assets Investment Management, LLC2,840$456.5K0.04%−195−6.4%Reduced
Gotham Asset Management, LLC2,853$458.6K0.00%−10,698−78.9%Reduced
Strategic Advocates LLC2,855$458.9K0.14%+144+5.3%Added
Sustainable Insight Capital Management, LLC2,859$459.6K0.21%−90−3.1%Reduced
Mutual Advisors, LLC2,754$460.2K0.01%+331+13.7%Added
Rexford Capital Inc2,869$461.2K0.38%+2,869New
TD Private Client Wealth LLC2,887$464.1K0.01%+992+52.3%Added
McMahon Financial Advisors, LLC2,898$465.9K0.11%00.0%Unchanged
DRW Securities, LLC2,899$466.0K0.03%+2,899New
Sage Mountain Advisors LLC2,917$468.9K0.03%−97−3.2%Reduced
Arete Wealth Advisors, LLC2,915$469.0K0.03%+67+2.4%Added
Krane Funds Advisors LLC2,924$470.1K0.02%+1,501+105.5%Added
Oxford Financial Group Ltd2,936$472.0K0.03%−12−0.4%Reduced
Gables Capital Management Inc.2,940$472.6K0.22%−475−13.9%Reduced
First National Bank Sioux Falls2,941$472.8K0.17%−24−0.8%Reduced
American Investment Services, Inc.2,943$473.1K0.12%00.0%Unchanged
Market Street Wealth Management Advisors LLC2,957$475.3K0.08%+27+0.9%Added
Welch Group, LLC2,972$477.7K0.02%+452+17.9%Added
Inceptionr LLC2,997$481.8K0.11%+2,997New
Roble, Belko & Company, Inc3,000$482.0K0.07%00.0%Unchanged
Merrion Investment Management Co, LLC3,000$482.3K0.31%00.0%Unchanged
Westover Capital Advisors, LLC3,000$482.3K0.10%00.0%Unchanged
Stephens Inc3,003$482.8K0.01%00.0%Unchanged
Raiffeisen Bank International AG3,077$484.3K0.01%00.0%Unchanged
Mather Group, LLC.3,016$484.8K0.01%−506−14.4%Reduced
Sigma Planning Corp3,025$486.4K0.01%−5,861−66.0%Reduced
Capital Investment Advisors, LLC3,030$487.1K0.01%−56−1.8%Reduced
ORG Wealth Partners, LLC2,975$489.4K0.12%+121+4.2%Added
Skopos Labs, Inc.3,064$492.4K0.06%+813+36.1%Added
New England Research & Management, Inc.3,100$498.0K0.24%+595+23.8%Added
First Dallas Securities Inc.3,100$498.4K0.20%00.0%Unchanged
Cohen Klingenstein LLC3,100$498.4K0.02%00.0%Unchanged
Gallacher Capital Management LLC3,121$501.8K0.23%+3,121New
Phoenix Holdings Ltd.3,126$502.0K0.01%+3,126New
Sagespring Wealth Partners, LLC3,127$502.7K0.01%+34+1.1%Added
Cigna Investments Inc3,137$504.0K0.09%−155−4.7%Reduced
Foster & Motley Inc3,135$504.0K0.03%+7+0.2%Added