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 |
|---|---|---|---|---|---|
| Abn Amro Investment Solutions | 4,918 | $790.6K | 0.02% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 4,954 | $796.5K | 0.17% | −86−1.7% | Reduced |
| Regal Investment Advisors LLC | 4,960 | $797.3K | 0.06% | −521−9.5% | Reduced |
| Evergreen Capital Management LLC | 4,988 | $801.9K | 0.02% | −180−3.5% | Reduced |
| American Assets Inc | 5,000 | $815.4K | 0.28% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 5,087 | $817.9K | 0.03% | +5,087 | New |
| Old Port Advisors | 5,189 | $834.3K | 0.23% | +5,189 | New |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 5,200 | $836.0K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $848.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 5,330 | $856.9K | 0.01% | +649+13.9% | Added |
| Parallel Advisors, LLC | 5,346 | $859.4K | 0.02% | −147−2.7% | Reduced |
| Sienna Gestion | 5,877 | $862.6K | 0.06% | 00.0% | Unchanged |
| Aspiriant, LLC | 5,386 | $865.9K | 0.03% | −465−7.9% | Reduced |
| Morningstar Investment Management LLC | 5,422 | $872.0K | 0.08% | +5,422 | New |
| Radnor Capital Management, LLC | 5,487 | $882.0K | 0.14% | −185−3.3% | Reduced |
| J.W. Cole Advisors, Inc. | 5,488 | $882.2K | 0.02% | +100+1.9% | Added |
| Clarius Group, LLC | 5,499 | $884.0K | 0.05% | −225−3.9% | Reduced |
| Atomi Financial Group, Inc. | 5,516 | $886.8K | 0.03% | −1,151−17.3% | Reduced |
| Independent Financial Group, LLC | 5,528 | $888.6K | 0.02% | +1,782+47.6% | Added |
| Investors Research Corp | 5,540 | $890.6K | 0.17% | 00.0% | Unchanged |
| Capital International Sarl | 5,562 | $894.1K | 0.02% | +241+4.5% | Added |
| Kestra Investment Management, LLC | 5,602 | $901.6K | 0.01% | +5,397+2,632.7% | Added |
| Signaturefd, LLC | 5,613 | $902.3K | 0.02% | +129+2.4% | Added |
| Gilman Hill Asset Management, LLC | 5,631 | $905.3K | 0.15% | +320+6.0% | Added |
| Marshall Financial Group LLC | 5,489 | $906.0K | 0.18% | +5,489 | New |
| Genesee Capital Advisors, LLC | 5,656 | $909.3K | 0.41% | +139+2.5% | Added |
| Ausdal Financial Partners, Inc. | 5,666 | $910.8K | 0.06% | +189+3.5% | Added |
| Custom Index Systems, LLC | 5,681 | $913.3K | 0.44% | −974−14.6% | Reduced |
| Applied Finance Capital Management, LLC | 5,726 | $920.5K | 0.06% | +218+4.0% | Added |
| GF Fund Management Co. Ltd. | 5,754 | $925.0K | 0.02% | −426−6.9% | Reduced |
| Snowden Capital Advisors LLC | 5,786 | $930.2K | 0.03% | +617+11.9% | Added |
| Adams Asset Advisors, LLC | 5,789 | $930.6K | 0.13% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,794 | $931.4K | 0.06% | +515+9.8% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,806 | $933.4K | 0.06% | +5,806 | New |
| Ritholtz Wealth Management | 5,819 | $935.5K | 0.02% | −3,223−35.6% | Reduced |
| Checchi Capital Advisers, LLC | 5,826 | $936.6K | 0.07% | −515−8.1% | Reduced |
| HB Wealth Management, LLC | 5,895 | $947.8K | 0.01% | −635−9.7% | Reduced |
| Spire Wealth Management | 6,014 | $948.2K | 0.03% | +3,957+192.4% | Added |
| Apollon Wealth Management, LLC | 6,069 | $975.7K | 0.02% | −2,623−30.2% | Reduced |
| Novem Group | 6,077 | $976.9K | 0.12% | +6,077 | New |
| MSH Capital Advisors LLC | 6,114 | $982.9K | 0.28% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 6,132 | $985.8K | 0.15% | +376+6.5% | Added |
| Solidarilty Wealth, LLC | 6,170 | $991.9K | 0.23% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 6,200 | $996.7K | 0.01% | −49−0.8% | Reduced |
| Shell Asset Management Co | 6,217 | $999.0K | 0.03% | −108−1.7% | Reduced |
| Wetherby Asset Management Inc | 6,225 | $1.00M | 0.04% | +6,225 | New |
| Commerzbank Aktiengesellschaft | 6,232 | $1.00M | 0.02% | +1,835+41.7% | Added |
| Callan Family Office, LLC | 6,271 | $1.01M | 0.03% | +4,299+218.0% | Added |
| Retirement Planning Co of New England, Inc. | 6,291 | $1.01M | 0.45% | −20−0.3% | Reduced |
| Marino, Stram & Associates LLC | 6,331 | $1.02M | 0.21% | +156+2.5% | Added |
| Fox Run Management, L.L.C. | 6,453 | $1.04M | 0.17% | +6,453 | New |
| MQS Management LLC | 6,466 | $1.04M | 0.57% | +637+10.9% | Added |
| AlphaStar Capital Management, LLC | 6,497 | $1.04M | 0.07% | +6,497 | New |
| Knollwood Investment Advisory, LLC | 6,650 | $1.07M | 0.10% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 6,653 | $1.07M | 0.01% | +2,404+56.6% | Added |
| Keybank National Association | 6,693 | $1.08M | 0.00% | +354+5.6% | Added |
| Wellington Shields & Co., LLC | 6,700 | $1.08M | 0.30% | +1,000+17.5% | Added |
| Merit Financial Group, LLC | 6,779 | $1.09M | 0.01% | +2,314+51.8% | Added |
| MUFG Securities Americas Inc. | 6,800 | $1.09M | 0.09% | +1,371+25.3% | Added |
| InTrack Investment Management Inc | 6,868 | $1.10M | 0.74% | +1,368+24.9% | Added |
| Renaissance Group LLC | 6,998 | $1.12M | 0.04% | −282−3.9% | Reduced |
| Gifford Fong Associates | 7,000 | $1.13M | 0.26% | 00.0% | Unchanged |
| Gabelli Funds LLC | 7,000 | $1.13M | 0.01% | 00.0% | Unchanged |
| Secured Retirement Advisors, LLC | 7,005 | $1.13M | 0.67% | −10−0.1% | Reduced |
| Coldstream Capital Management Inc | 7,044 | $1.13M | 0.02% | +506+7.7% | Added |
| Emergent Wealth Advisors, LLC | 6,938 | $1.13M | 0.72% | +513+8.0% | Added |
| Resources Investment Advisors, LLC. | 7,076 | $1.14M | 0.01% | +1,382+24.3% | Added |
| Wedmont Private Capital | 7,040 | $1.15M | 0.05% | +68+1.0% | Added |
| Yelin Lapidot Holdings Management Ltd. | 7,150 | $1.15M | 0.21% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 7,160 | $1.15M | 0.34% | −100−1.4% | Reduced |
| Assenagon Asset Management S.A. | 7,184 | $1.15M | 0.00% | −402−5.3% | Reduced |
| Chesapeake Asset Management LLC | 7,200 | $1.16M | 1.05% | −5−0.1% | Reduced |
| Perigon Wealth Management, LLC | 7,224 | $1.16M | 0.03% | +856+13.4% | Added |
| Kinneret Advisory, LLC | 7,224 | $1.16M | 0.11% | −10−0.1% | Reduced |
| one8zero8, LLC | 7,257 | $1.17M | 0.28% | −617−7.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,264 | $1.17M | 0.02% | −480−6.2% | Reduced |
| Everence Capital Management Inc | 7,319 | $1.18M | 0.08% | −2,960−28.8% | Reduced |
| Larson Financial Group LLC | 7,330 | $1.18M | 0.05% | +601+8.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,368 | $1.18M | 0.00% | +652+9.7% | Added |
| Highland Capital Management, LLC | 7,438 | $1.20M | 0.06% | +7,438 | New |
| Frank, Rimerman Advisors LLC | 7,475 | $1.20M | 0.08% | −350−4.5% | Reduced |
| Davenport & Co LLC | 7,518 | $1.21M | 0.01% | −2,121−22.0% | Reduced |
| Catalytic Wealth RIA, LLC | 7,530 | $1.21M | 0.10% | −481−6.0% | Reduced |
| Chung Wu Investment Group, LLC | 7,550 | $1.21M | 1.27% | −200−2.6% | Reduced |
| Bedel Financial Consulting, Inc. | 7,558 | $1.22M | 0.17% | 00.0% | Unchanged |
| Syon Capital LLC | 7,585 | $1.22M | 0.08% | +1,091+16.8% | Added |
| Convergence Investment Partners, LLC | 7,624 | $1.23M | 0.31% | −3,922−34.0% | Reduced |
| Two Sigma Advisers, LP | 7,700 | $1.24M | 0.00% | +7,700 | New |
| Allstate Corp | 7,727 | $1.24M | 0.09% | −27,445−78.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,728 | $1.24M | 0.00% | −1,118−12.6% | Reduced |
| Qtron Investments LLC | 7,798 | $1.25M | 0.16% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 8,237 | $1.27M | 0.37% | −1,200−12.7% | Reduced |
| Westerkirk Capital Inc. | 7,900 | $1.27M | 0.16% | +7,900 | New |
| Principal Securities, Inc. | 8,001 | $1.29M | 0.02% | +3,711+86.5% | Added |
| Wealth Preservation Advisors, LLC | 8,002 | $1.29M | 0.79% | 00.0% | Unchanged |
| Horizon Investments, LLC | 8,011 | $1.29M | 0.02% | +3,569+80.3% | Added |
| Mark Asset Management LP | 8,095 | $1.30M | 0.16% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 7,871 | $1.31M | 0.02% | −675−7.9% | Reduced |
| 111 Capital | 8,183 | $1.32M | 0.23% | +3,726+83.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,292 | $1.33M | 0.03% | +8,292 | New |