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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 8,416 | $1.35M | 0.03% | −598−6.6% | Reduced |
| Nicola Wealth Management Ltd. | 8,550 | $1.37M | 0.13% | +8,550 | New |
| Affinity Investment Advisors, LLC | 8,556 | $1.38M | 1.04% | +151+1.8% | Added |
| Golden State Equity Partners | 8,616 | $1.39M | 0.26% | +227+2.7% | Added |
| CFM Wealth Partners LLC | 8,714 | $1.40M | 0.22% | +880+11.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,798 | $1.41M | 0.10% | −610−6.5% | Reduced |
| Palogic Value Management, L.P. | 8,807 | $1.42M | 0.60% | +9+0.1% | Added |
| Ossiam | 8,896 | $1.43M | 0.02% | −2,531−22.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 9,069 | $1.46M | 0.04% | +2,760+43.7% | Added |
| Greenleaf Trust | 9,078 | $1.46M | 0.01% | −826−8.3% | Reduced |
| Perpetual Ltd | 9,090 | $1.46M | 0.02% | −1,820−16.7% | Reduced |
| Donoghue Forlines LLC | 9,224 | $1.48M | 0.42% | −13,126−58.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 9,253 | $1.49M | 0.01% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 9,296 | $1.49M | 0.06% | +10+0.1% | Added |
| Cresset Asset Management, LLC | 9,323 | $1.50M | 0.01% | −3,882−29.4% | Reduced |
| Meeder Advisory Services, Inc. | 9,374 | $1.51M | 0.08% | −321−3.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 9,532 | $1.53M | 0.27% | +3,102+48.2% | Added |
| Integrated Wealth Concepts LLC | 9,543 | $1.53M | 0.02% | +1,572+19.7% | Added |
| Brinker Capital Investments, LLC | 9,627 | $1.55M | 0.01% | −1,521−13.6% | Reduced |
| SG Americas Securities, LLC | 9,759 | $1.57M | 0.01% | −53,321−84.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,788 | $1.57M | 0.02% | +34+0.3% | Added |
| Diversify Advisory Services, LLC | 9,339 | $1.58M | 0.06% | +7,938+566.6% | Added |
| Cullen Capital Management LLC | 9,896 | $1.59M | 0.02% | +675+7.3% | Added |
| Groupama Asset Managment | 10,068 | $1.62M | 0.03% | −3,716−27.0% | Reduced |
| Mystic Asset Management, Inc. | 10,070 | $1.62M | 0.39% | +105+1.1% | Added |
| Pine Valley Investments Ltd Liability Co | 10,076 | $1.62M | 0.10% | +201+2.0% | Added |
| BCGM Wealth Management, LLC | 10,086 | $1.62M | 0.46% | +110+1.1% | Added |
| Diligent Investors, LLC | 10,222 | $1.64M | 0.39% | −2,056−16.7% | Reduced |
| Norden Group LLC | 10,269 | $1.65M | 0.18% | −264−2.5% | Reduced |
| Morangie Management LLC | 10,272 | $1.65M | 1.43% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 10,385 | $1.67M | 0.44% | +4,962+91.5% | Added |
| Steward Partners Investment Advisory, LLC | 10,482 | $1.68M | 0.01% | −1,709−14.0% | Reduced |
| Lincluden Management Ltd | 10,519 | $1.69M | 0.19% | −43−0.4% | Reduced |
| Harvest Portfolios Group Inc. | 10,634 | $1.71M | 0.04% | +770+7.8% | Added |
| Cascade Investment Advisors, Inc. | 10,643 | $1.71M | 1.10% | −275−2.5% | Reduced |
| Oddo BHF Asset Management SAS | 10,675 | $1.72M | 0.07% | −260−2.4% | Reduced |
| Quadrant Capital Group LLC | 10,682 | $1.72M | 0.06% | +152+1.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,689 | $1.72M | 0.07% | +583+5.8% | Added |
| Jeppson Wealth Management, LLC | 10,784 | $1.73M | 0.60% | +1,483+15.9% | Added |
| Tokio Marine Asset Management Co Ltd | 10,813 | $1.74M | 0.07% | +1,101+11.3% | Added |
| Machina Capital S.A.S. | 11,261 | $1.81M | 0.38% | +4,976+79.2% | Added |
| Guggenheim Capital LLC | 11,346 | $1.82M | 0.01% | +248+2.2% | Added |
| Fortem Financial Group, LLC | 11,441 | $1.84M | 0.59% | −388−3.3% | Reduced |
| Cary Street Partners Financial LLC | 11,457 | $1.84M | 0.05% | +11,457 | New |
| Summit Global Investments | 11,466 | $1.84M | 0.11% | +11,466 | New |
| Howland Capital Management LLC | 11,488 | $1.85M | 0.08% | +240+2.1% | Added |
| Oppenheimer Asset Management Inc. | 11,542 | $1.86M | 0.02% | −1,695−12.8% | Reduced |
| Presima Inc. | 11,573 | $1.86M | 0.43% | 00.0% | Unchanged |
| Assetmark, Inc | 11,583 | $1.86M | 0.00% | +1,947+20.2% | Added |
| Adell Harriman & Carpenter Inc | 11,585 | $1.86M | 0.12% | −2,890−20.0% | Reduced |
| Agf Management Ltd | 11,605 | $1.87M | 0.01% | −6,580−36.2% | Reduced |
| Wellington Shields Capital Management, LLC | 11,680 | $1.88M | 0.32% | +350+3.1% | Added |
| Arbor Capital Management Inc | 11,650 | $1.90M | 1.66% | +651+5.9% | Added |
| Lido Advisors, LLC | 11,928 | $1.92M | 0.01% | −6,761−36.2% | Reduced |
| Lecap Asset Management Ltd | 11,973 | $1.92M | 0.68% | +9,700+426.7% | Added |
| Signet Financial Management, LLC | 12,064 | $1.94M | 0.24% | +170+1.4% | Added |
| Prudential PLC | 12,153 | $1.95M | 0.01% | +4,507+58.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 12,240 | $1.97M | 0.00% | −229,416−94.9% | Reduced |
| Tower Bridge Advisors | 12,450 | $2.00M | 0.22% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 12,455 | $2.00M | 0.22% | −35−0.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 12,461 | $2.00M | 0.48% | +42+0.3% | Added |
| United Capital Financial Advisers, LLC | 12,664 | $2.04M | 0.02% | −1,378−9.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 12,683 | $2.04M | 0.13% | −288−2.2% | Reduced |
| Cim, LLC | 12,727 | $2.05M | 0.28% | +12,727 | New |
| Red Cedar Investment Management, LLC | 12,748 | $2.05M | 0.26% | 00.0% | Unchanged |
| CWM, LLC | 12,763 | $2.05M | 0.01% | +2,310+22.1% | Added |
| Carret Asset Management, LLC | 12,873 | $2.07M | 0.22% | −10−0.1% | Reduced |
| Moran Wealth Management, LLC | 13,107 | $2.11M | 0.07% | −38−0.3% | Reduced |
| Cunning Capital Partners, LP | 13,189 | $2.12M | 1.10% | 00.0% | Unchanged |
| Garda Capital Partners LP | 13,419 | $2.16M | 0.61% | +9,989+291.2% | Added |
| Clough Capital Partners L P | 13,600 | $2.19M | 0.22% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 13,666 | $2.20M | 1.53% | −80−0.6% | Reduced |
| Hudson Canyon Capital Management | 13,698 | $2.20M | 1.37% | +198+1.5% | Added |
| Legacy Wealth Asset Management, LLC | 13,768 | $2.21M | 0.56% | +66+0.5% | Added |
| Nebula Research & Development LLC | 13,806 | $2.22M | 0.19% | +13,806 | New |
| Magnetar Financial LLC | 13,929 | $2.24M | 0.01% | +7,780+126.5% | Added |
| Slagle Financial, LLC | 13,987 | $2.25M | 0.91% | +620+4.6% | Added |
| AG2R la Mondiale Gestion D'Actifs | 13,999 | $2.25M | 0.12% | +833+6.3% | Added |
| E. Ohman J:or Asset Management AB | 14,100 | $2.27M | 0.06% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 14,161 | $2.28M | 0.08% | +339+2.5% | Added |
| New Mexico Educational Retirement Board | 14,295 | $2.30M | 0.07% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 14,513 | $2.33M | 0.02% | −26,592−64.7% | Reduced |
| PEAK6 LLC | 14,705 | $2.36M | 0.08% | +12,983+753.9% | Added |
| iA Global Asset Management Inc. | 14,769 | $2.37M | 0.04% | +4,611+45.4% | Added |
| U S Wealth Group, LLC. | 14,883 | $2.39M | 1.87% | +826+5.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 14,957 | $2.40M | 0.01% | +14,957 | New |
| Tocqueville Asset Management L.P. | 14,997 | $2.41M | 0.04% | −16,476−52.3% | Reduced |
| Miracle Mile Advisors, LLC | 15,029 | $2.42M | 0.04% | −788−5.0% | Reduced |
| Redmond Asset Management, LLC | 15,325 | $2.46M | 0.59% | −1,435−8.6% | Reduced |
| Financial Management Network Inc | 14,833 | $2.47M | 0.44% | +8+0.1% | Added |
| Inspire Trust Co, N.A. | 15,500 | $2.49M | 0.51% | +1,500+10.7% | Added |
| Maryland State Retirement & Pension System | 15,747 | $2.53M | 0.06% | +623+4.1% | Added |
| Securian Asset Management, Inc | 15,950 | $2.56M | 0.07% | −236−1.5% | Reduced |
| XTX Topco Ltd | 16,060 | $2.58M | 0.11% | +9,899+160.7% | Added |
| Louisiana State Employees Retirement System | 16,200 | $2.60M | 0.05% | −300−1.8% | Reduced |
| Stamos Capital Partners, L.P. | 16,292 | $2.62M | 0.47% | +6,578+67.7% | Added |
| Blair William & Co | 16,521 | $2.66M | 0.01% | −4,107−19.9% | Reduced |
| RSM US Wealth Management LLC | 16,707 | $2.69M | 0.04% | +1,638+10.9% | Added |
| Equitable Holdings, Inc. | 16,782 | $2.70M | 0.02% | −773−4.4% | Reduced |
| Gulf International Bank (UK) Ltd | 16,821 | $2.70M | 0.10% | −2,756−14.1% | Reduced |