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 |
|---|---|---|---|---|---|
| TownSquare Capital, LLC | 3,146 | $505.8K | 0.05% | −30,845−90.7% | Reduced |
| United Advisor Group, LLC | 3,168 | $509.3K | 0.09% | +32+1.0% | Added |
| Ofi Invest Asset Management | 3,752 | $513.8K | 0.01% | +219+6.2% | Added |
| WealthTrust Axiom LLC | 3,200 | $514.4K | 0.15% | +400+14.3% | Added |
| Purkiss Capital Advisors LLC | 3,206 | $515.5K | 0.29% | +1,843+135.2% | Added |
| Diversify Wealth Management, LLC | 3,046 | $515.5K | 0.03% | −190−5.9% | Reduced |
| Reuter James Wealth Management, LLC | 3,225 | $518.5K | 0.08% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 3,232 | $519.6K | 0.07% | −303−8.6% | Reduced |
| Proficio Capital Partners LLC | 3,240 | $520.9K | 0.03% | +65+2.0% | Added |
| Graypoint LLC | 3,242 | $521.1K | 0.03% | +72+2.3% | Added |
| Canada Post Corp Registered Pension Plan | 3,246 | $521.8K | 0.03% | +3,246 | New |
| Jacobs Levy Equity Management, Inc | 3,255 | $523.3K | 0.00% | +7+0.2% | Added |
| Great Valley Advisor Group, Inc. | 3,278 | $526.6K | 0.01% | −23,077−87.6% | Reduced |
| Private Trust Co NA | 3,281 | $527.5K | 0.05% | −101−3.0% | Reduced |
| Unique Wealth Strategies, LLC | 3,291 | $529.1K | 0.22% | +98+3.1% | Added |
| Ameritas Investment Partners, Inc. | 3,296 | $529.9K | 0.02% | −92−2.7% | Reduced |
| L2 Asset Management, LLC | 3,298 | $530.1K | 0.09% | +857+35.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $530.5K | 0.15% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 3,304 | $531.1K | 0.01% | −613−15.6% | Reduced |
| Centiva Capital, LP | 3,345 | $537.7K | 0.04% | −3,046−47.7% | Reduced |
| JDM Financial Group LLC | 3,357 | $539.7K | 0.25% | +794+31.0% | Added |
| Ellevest, Inc. | 3,361 | $540.3K | 0.09% | −438−11.5% | Reduced |
| Alteri Wealth LLC | 3,369 | $541.6K | 0.21% | +712+26.8% | Added |
| Yoffe Investment Management, LLC | 3,383 | $543.9K | 0.74% | 00.0% | Unchanged |
| TTP Investments, Inc. | 3,459 | $556.1K | 0.18% | −54,855−94.1% | Reduced |
| Walleye Trading LLC | 3,460 | $556.2K | 0.01% | +3,460 | New |
| Adams Wealth Management | 3,481 | $559.6K | 0.11% | +3,481 | New |
| CacheTech Inc. | 3,481 | $559.6K | 0.10% | +3,481 | New |
| Alpha Cubed Investments, LLC | 3,485 | $560.2K | 0.02% | −651−15.7% | Reduced |
| White Pine Capital LLC | 3,499 | $562.5K | 0.18% | +270+8.4% | Added |
| Farther Finance Advisors, LLC | 3,532 | $567.8K | 0.01% | +207+6.2% | Added |
| HighPoint Advisor Group LLC | 3,539 | $568.9K | 0.03% | +68+2.0% | Added |
| Quest Partners LLC | 3,555 | $571.5K | 0.06% | +3,323+1,432.3% | Added |
| Schulhoff & Co Inc | 3,564 | $572.9K | 0.25% | +165+4.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,571 | $574.1K | 0.05% | +576+19.2% | Added |
| Bearing Point Capital, LLC | 3,572 | $574.2K | 0.11% | +40+1.1% | Added |
| Autumn Glory Partners, LLC | 3,585 | $576.3K | 0.27% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,589 | $577.0K | 0.04% | +12+0.3% | Added |
| J. Safra Sarasin Holding AG | 3,643 | $585.6K | 0.01% | −5,840−61.6% | Reduced |
| Tritonpoint Wealth, LLC | 3,662 | $588.7K | 0.05% | −206−5.3% | Reduced |
| Scientech Research LLC | 3,662 | $588.7K | 0.14% | +490+15.4% | Added |
| Savant Capital, LLC | 3,697 | $594.3K | 0.00% | +273+8.0% | Added |
| Fifth Third Wealth Advisors LLC | 3,703 | $595.3K | 0.02% | −98−2.6% | Reduced |
| Pitcairn Co | 3,705 | $595.6K | 0.04% | −1,815−32.9% | Reduced |
| RS Crum Inc. | 3,726 | $599.0K | 0.14% | +4+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 3,732 | $600.0K | 0.04% | +101+2.8% | Added |
| Summit Financial, LLC | 3,775 | $606.9K | 0.01% | +68+1.8% | Added |
| Tobias Financial Advisors, Inc. | 3,776 | $607.1K | 0.10% | +46+1.2% | Added |
| Landscape Capital Management, L.L.C. | 3,782 | $608.0K | 0.05% | +3,782 | New |
| Inspire Advisors, LLC | 3,785 | $608.4K | 0.06% | +295+8.5% | Added |
| Pallas Capital Advisors LLC | 3,786 | $608.6K | 0.02% | +2,522+199.5% | Added |
| Argentarii, LLC | 3,792 | $609.7K | 0.28% | −2,651−41.1% | Reduced |
| GWN Securities Inc. | 3,796 | $614.3K | 0.11% | +2,292+152.4% | Added |
| Forte Capital LLC | 3,827 | $615.2K | 0.07% | −200−5.0% | Reduced |
| Wealth Alliance | 3,845 | $618.1K | 0.07% | +70+1.9% | Added |
| Beacon Investment Advisors LLC | 3,876 | $622.1K | 0.27% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 3,870 | $622.1K | 0.28% | −10,630−73.3% | Reduced |
| GTS Securities LLC | 3,879 | $623.6K | 0.03% | +3,879 | New |
| Everhart Financial Group, Inc. | 3,942 | $633.7K | 0.07% | +64+1.7% | Added |
| Belpointe Asset Management LLC | 3,968 | $637.9K | 0.03% | −86−2.1% | Reduced |
| Joel Isaacson & Co., LLC | 3,978 | $639.6K | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,034 | $648.5K | 0.02% | −235−5.5% | Reduced |
| Nabity-Jensen Investment Management Inc | 4,065 | $653.5K | 0.48% | 00.0% | Unchanged |
| Baader Bank INC | 4,102 | $654.2K | 0.06% | +661+19.2% | Added |
| Future Financial Wealth Managment LLC | 4,072 | $654.7K | 0.45% | +7+0.2% | Added |
| SkyView Investment Advisors, LLC | 4,117 | $661.0K | 0.09% | −39−0.9% | Reduced |
| Benjamin Edwards Inc | 4,116 | $661.7K | 0.01% | +172+4.4% | Added |
| Manske Wealth Management | 4,162 | $669.1K | 0.22% | +305+7.9% | Added |
| Carmel Capital Partners, LLC | 4,207 | $676.3K | 0.24% | −2,705−39.1% | Reduced |
| Sunbelt Securities, Inc. | 3,944 | $679.2K | 0.06% | +879+28.7% | Added |
| Sumitomo Life Insurance Co | 4,235 | $680.8K | 0.05% | −236−5.3% | Reduced |
| Prestige Wealth Management Group LLC | 4,244 | $682.3K | 0.14% | −70−1.6% | Reduced |
| Strathmore Capital Advisors, Inc. | 4,215 | $686.8K | 0.30% | +4,215 | New |
| Meiji Yasuda Asset Management Co Ltd. | 4,278 | $687.7K | 0.03% | −3,662−46.1% | Reduced |
| Arkadios Wealth Advisors | 4,284 | $688.7K | 0.02% | +1,895+79.3% | Added |
| IFP Advisors, Inc | 4,281 | $691.5K | 0.02% | +187+4.6% | Added |
| Dorsey & Whitney Trust CO LLC | 4,326 | $695.5K | 0.04% | −52−1.2% | Reduced |
| Pensionmark Financial Group, LLC | 4,357 | $700.4K | 0.02% | −550−11.2% | Reduced |
| Cascade Financial Partners, LLC | 4,393 | $706.2K | 0.08% | +184+4.4% | Added |
| Hilltop Holdings Inc. | 4,449 | $715.3K | 0.05% | +640+16.8% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,461 | $717.1K | 0.03% | −169−3.7% | Reduced |
| Michels Family Financial, LLC | 4,471 | $718.8K | 0.61% | −85−1.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,490 | $721.8K | 0.08% | −26−0.6% | Reduced |
| Profund Advisors LLC | 4,505 | $724.2K | 0.03% | +307+7.3% | Added |
| Ballentine Partners, LLC | 4,575 | $735.5K | 0.01% | −1,176−20.4% | Reduced |
| Invst, LLC | 4,581 | $736.4K | 0.09% | −95−2.0% | Reduced |
| Atria Wealth Solutions, Inc. | 4,542 | $738.2K | 0.02% | −10,457−69.7% | Reduced |
| Siemens Fonds Invest GmbH | 4,612 | $741.4K | 0.04% | +894+24.0% | Added |
| Gsa Capital Partners LLP | 4,658 | $749.0K | 0.05% | +3,064+192.2% | Added |
| NorthRock Partners, LLC | 4,694 | $754.6K | 0.02% | +171+3.8% | Added |
| Bryn Mawr Trust Co | 4,697 | $755.1K | 0.01% | −1,691−26.5% | Reduced |
| Chilton Capital Management LLC | 4,719 | $758.6K | 0.03% | −20.0% | Reduced |
| Trust Co of Vermont | 4,728 | $760.1K | 0.04% | +644+15.8% | Added |
| Insigneo Advisory Services, LLC | 4,751 | $763.8K | 0.07% | −159−3.2% | Reduced |
| Sargent Investment Group, LLC | 4,580 | $767.4K | 0.10% | +1,311+40.1% | Added |
| Monetary Management Group Inc | 4,775 | $767.6K | 0.19% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,791 | $770.0K | 0.03% | +226+5.0% | Added |
| Highline Wealth Partners LLC | 4,865 | $782.2K | 0.23% | −23−0.5% | Reduced |
| National Asset Management, Inc. | 4,886 | $785.5K | 0.04% | −2,059−29.6% | Reduced |
| RiverFront Investment Group, LLC | 4,903 | $788.2K | 0.02% | 00.0% | Unchanged |