Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
In the last 90 days, Simon Property Group Inc. insiders filed 11 open-market purchases and 0 sales; 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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 16,881 | $2.71M | 0.03% | +7,506+80.1% | Added |
| Ieq Capital, LLC | 17,109 | $2.75M | 0.02% | −5,490−24.3% | Reduced |
| Kestra Private Wealth Services, LLC | 17,339 | $2.79M | 0.04% | +1,644+10.5% | Added |
| Del-Sette Capital Management, LLC | 17,346 | $2.79M | 1.94% | +3,599+26.2% | Added |
| Spirit of America Management Corp | 17,600 | $2.83M | 0.59% | +600+3.5% | Added |
| Park Avenue Securities LLC | 17,603 | $2.83M | 0.03% | +17,603 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 17,649 | $2.84M | 0.28% | −647−3.5% | Reduced |
| Peapack Gladstone Financial Corp | 17,899 | $2.88M | 0.04% | −601−3.2% | Reduced |
| Plato Investment Management Ltd | 18,018 | $2.89M | 0.22% | +747+4.3% | Added |
| DoubleLine ETF Adviser LP | 18,008 | $2.89M | 0.93% | +239+1.3% | Added |
| Engineers Gate Manager LP | 18,028 | $2.90M | 0.04% | −25,453−58.5% | Reduced |
| Tower Research Capital LLC (TRC) | 18,288 | $2.94M | 0.08% | +3,951+27.6% | Added |
| Entropy Technologies, LP | 18,387 | $2.96M | 0.23% | +18,387 | New |
| Hartford Investment Management Co | 18,461 | $2.97M | 0.09% | −213−1.1% | Reduced |
| Vinva Investment Management Ltd | 19,023 | $3.05M | 0.08% | −1,306−6.4% | Reduced |
| Integrated Advisors Network LLC | 19,363 | $3.11M | 0.14% | −401−2.0% | Reduced |
| Wolverine Trading, LLC | 19,648 | $3.15M | 0.08% | −28,753−59.4% | Reduced |
| Marshall Wace, LLP | 19,787 | $3.18M | 0.00% | +15,033+316.2% | Added |
| Foundations Investment Advisors, LLC | 19,822 | $3.19M | 0.05% | +1,775+9.8% | Added |
| Hamilton Capital Partners Inc. | 19,892 | $3.20M | 0.16% | +2,610+15.1% | Added |
| CIBC Private Wealth Group, LLC | 19,961 | $3.21M | 0.01% | −1,391−6.5% | Reduced |
| Pensionfund Sabic | 20,206 | $3.25M | 0.92% | +1,000+5.2% | Added |
| Avantax Advisory Services, Inc. | 20,366 | $3.27M | 0.02% | +1,171+6.1% | Added |
| Prospera Financial Services Inc | 20,652 | $3.32M | 0.06% | +2,860+16.1% | Added |
| Kentucky Retirement Systems | 20,730 | $3.33M | 0.10% | −1,358−6.1% | Reduced |
| Diversified Trust Co | 20,763 | $3.34M | 0.07% | −4,873−19.0% | Reduced |
| Grassi Investment Management | 20,798 | $3.34M | 0.27% | −1,245−5.6% | Reduced |
| Commerce Bank | 20,933 | $3.37M | 0.02% | +155+0.7% | Added |
| Strategic Global Advisors, LLC | 20,958 | $3.37M | 0.55% | +1,349+6.9% | Added |
| Allworth Financial LP | 20,994 | $3.38M | 0.02% | +16,744+394.0% | Added |
| Mizuho Securities USA LLC | 21,200 | $3.41M | 0.07% | +21,200 | New |
| Waterloo Capital, L.P. | 21,244 | $3.42M | 0.28% | −2,903−12.0% | Reduced |
| Yarbrough Capital, LLC | 21,500 | $3.46M | 0.12% | 00.0% | Unchanged |
| Fifth Third Bancorp | 21,560 | $3.47M | 0.01% | −582−2.6% | Reduced |
| SAM Advisors, LLC | 21,642 | $3.48M | 1.20% | +675+3.2% | Added |
| 1832 Asset Management L.P. | 21,824 | $3.51M | 0.01% | +21,824 | New |
| Point72 (DIFC) Ltd | 21,844 | $3.51M | 0.28% | +20,646+1,723.4% | Added |
| Zimmer Partners, LP | 21,925 | $3.52M | 0.08% | −65,575−74.9% | Reduced |
| Advisors Asset Management, Inc. | 21,929 | $3.53M | 0.06% | +757+3.6% | Added |
| Venture Visionary Partners LLC | 22,005 | $3.54M | 0.13% | +559+2.6% | Added |
| GeoWealth Management, LLC | 22,175 | $3.56M | 0.14% | −4,788−17.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 22,300 | $3.59M | 0.01% | +1,614+7.8% | Added |
| Brookstone Capital Management | 22,434 | $3.61M | 0.05% | −1,781−7.4% | Reduced |
| American Assets Capital Advisers, LLC | 22,551 | $3.63M | 3.64% | −39,779−63.8% | Reduced |
| Advisory Services Network, LLC | 22,650 | $3.71M | 0.06% | +695+3.2% | Added |
| Elo Mutual Pension Insurance Co | 23,085 | $3.71M | 0.08% | −11,561−33.4% | Reduced |
| Toroso Investments, LLC | 23,102 | $3.71M | 0.02% | +3,824+19.8% | Added |
| Mubadala Investment Co PJSC | 23,127 | $3.72M | 0.02% | +829+3.7% | Added |
| Soltis Investment Advisors LLC | 23,181 | $3.73M | 0.29% | +772+3.4% | Added |
| Change Path, LLC | 23,220 | $3.73M | 0.10% | +3,442+17.4% | Added |
| Avanza Fonder AB | 23,797 | $3.83M | 0.11% | +2,565+12.1% | Added |
| Fiduciary Group LLC | 23,977 | $3.85M | 0.36% | −247−1.0% | Reduced |
| Erste Asset Management GmbH | 24,021 | $3.86M | 0.03% | +9,421+64.5% | Added |
| Teachers Retirement System of the State of Kentucky | 24,010 | $3.86M | 0.03% | +346+1.5% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 24,102 | $3.87M | 0.32% | 00.0% | Unchanged |
| Quantbot Technologies LP | 24,147 | $3.88M | 0.10% | +20,779+617.0% | Added |
| Omers Administration Corp | 24,288 | $3.90M | 0.03% | 00.0% | Unchanged |
| Atria Investments LLC | 24,576 | $3.95M | 0.05% | −620−2.5% | Reduced |
| Kestra Advisory Services, LLC | 24,657 | $3.96M | 0.02% | +1,672+7.3% | Added |
| Pacer Advisors, Inc. | 24,663 | $3.96M | 0.01% | +2,837+13.0% | Added |
| Stevens Capital Management LP | 24,724 | $3.98M | 1.08% | −4,347−15.0% | Reduced |
| Captrust Financial Advisors | 24,864 | $4.00M | 0.01% | +2,655+12.0% | Added |
| Naviter Wealth, LLC | 25,081 | $4.03M | 0.50% | +1,044+4.3% | Added |
| Mediolanum International Funds Ltd | 25,235 | $4.05M | 0.05% | +20,947+488.5% | Added |
| Investment Management Corp of Ontario | 25,460 | $4.09M | 0.06% | −10,670−29.5% | Reduced |
| Burney Co | 25,572 | $4.11M | 0.14% | +23,321+1,036.0% | Added |
| BDF-Gestion | 25,796 | $4.15M | 0.47% | −2,812−9.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 26,063 | $4.19M | 0.01% | +26,063 | New |
| Cornerstone Wealth Group, LLC | 26,175 | $4.21M | 0.32% | +1,658+6.8% | Added |
| tru Independence LLC | 26,305 | $4.23M | 1.22% | +50.0% | Added |
| Oregon Public Employees Retirement Fund | 26,535 | $4.27M | 0.08% | +200+0.8% | Added |
| ExodusPoint Capital Management, LP | 26,566 | $4.27M | 0.05% | +26,566 | New |
| Jamison Private Wealth Management, Inc. | 27,236 | $4.38M | 0.63% | +12,981+91.1% | Added |
| Alberta Investment Management Corp | 27,300 | $4.39M | 0.03% | +11,800+76.1% | Added |
| Summit Trail Advisors, LLC | 27,369 | $4.40M | 0.08% | +27,369 | New |
| Condor Capital Management | 27,579 | $4.43M | 0.38% | −154−0.6% | Reduced |
| Candriam Luxembourg S.C.A. | 27,846 | $4.48M | 0.03% | −55,030−66.4% | Reduced |
| GWM Advisors LLC | 28,444 | $4.57M | 0.02% | +3,372+13.4% | Added |
| Crossmark Global Holdings, Inc. | 28,940 | $4.65M | 0.08% | −5,544−16.1% | Reduced |
| Bruni J V & Co | 29,182 | $4.69M | 0.49% | −514−1.7% | Reduced |
| Vanderbilt University | 29,241 | $4.70M | 0.89% | +3,157+12.1% | Added |
| Nordea Investment Management AB | 29,781 | $4.73M | 0.00% | +1,607+5.7% | Added |
| D.A. Davidson & Co. | 29,480 | $4.74M | 0.03% | +601+2.1% | Added |
| New Insight Wealth Advisors | 29,558 | $4.75M | 1.96% | −3,992−11.9% | Reduced |
| Truvestments Capital LLC | 29,683 | $4.77M | 0.95% | −207−0.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 30,100 | $4.84M | 0.04% | 00.0% | Unchanged |
| McGinn Investment Management, Inc. | 30,125 | $4.84M | 3.06% | +70.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,390 | $4.88M | 0.01% | +2,700+9.8% | Added |
| BLI - Banque de Luxembourg Investments | 30,800 | $4.94M | 0.14% | +30,800 | New |
| Lodestone Wealth Management LLC | 30,803 | $4.95M | 2.41% | +15,015+95.1% | Added |
| Sanctuary Advisors, LLC | 30,863 | $4.96M | 0.03% | +3,603+13.2% | Added |
| Beacon Pointe Advisors, LLC | 31,473 | $5.06M | 0.05% | −1,991−5.9% | Reduced |
| Modern Wealth Management, LLC | 31,616 | $5.08M | 0.13% | +2,108+7.1% | Added |
| Union Bancaire Privee, UBP SA | 32,100 | $5.15M | 0.09% | 00.0% | Unchanged |
| Vident Advisory, LLC | 32,142 | $5.17M | 0.06% | −1,483−4.4% | Reduced |
| Capital International Inc | 32,525 | $5.23M | 0.05% | +10,760+49.4% | Added |
| Norinchukin Bank, The | 32,559 | $5.23M | 0.08% | +2,157+7.1% | Added |
| Northwestern Mutual Wealth Management Co | 32,949 | $5.30M | 0.00% | −2,562−7.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 31,923 | $5.32M | 0.01% | +6,069+23.5% | Added |
| Fred Alger Management, LLC | 33,220 | $5.34M | 0.02% | 00.0% | Unchanged |