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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 35,740 | $5.75M | 0.01% | +598+1.7% | Added |
| Intech Investment Management LLC | 35,685 | $5.74M | 0.05% | +3,759+11.8% | Added |
| Oliver Luxxe Assets LLC | 35,580 | $5.72M | 1.02% | +1,276+3.7% | Added |
| Man Group plc | 35,453 | $5.70M | 0.01% | −20,112−36.2% | Reduced |
| Mutual of America Capital Management LLC | 35,185 | $5.66M | 0.06% | −479−1.3% | Reduced |
| Sterling Capital Management LLC | 35,161 | $5.65M | 0.08% | +3,881+12.4% | Added |
| Brown Advisory Inc | 34,790 | $5.59M | 0.01% | −2,138−5.8% | Reduced |
| OP Asset Management Ltd | 34,424 | $5.53M | 0.08% | +32+0.1% | Added |
| Sarasin & Partners LLP | 34,332 | $5.52M | 0.05% | +34,332 | New |
| MAI Capital Management | 34,131 | $5.49M | 0.04% | +774+2.3% | Added |
| Sheets Smith Wealth Management | 33,833 | $5.44M | 0.64% | −120−0.4% | Reduced |
| Private Advisor Group, LLC | 33,734 | $5.42M | 0.03% | +1,473+4.6% | Added |
| CWM Advisors, LLC | 33,337 | $5.36M | 0.58% | +1,078+3.3% | Added |
| Fred Alger Management, LLC | 33,220 | $5.34M | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 31,923 | $5.32M | 0.01% | +6,069+23.5% | Added |
| Northwestern Mutual Wealth Management Co | 32,949 | $5.30M | 0.00% | −2,562−7.2% | Reduced |
| Norinchukin Bank, The | 32,559 | $5.23M | 0.08% | +2,157+7.1% | Added |
| Capital International Inc | 32,525 | $5.23M | 0.05% | +10,760+49.4% | Added |
| Vident Advisory, LLC | 32,142 | $5.17M | 0.06% | −1,483−4.4% | Reduced |
| Union Bancaire Privee, UBP SA | 32,100 | $5.15M | 0.09% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 31,616 | $5.08M | 0.13% | +2,108+7.1% | Added |
| Beacon Pointe Advisors, LLC | 31,473 | $5.06M | 0.05% | −1,991−5.9% | Reduced |
| Sanctuary Advisors, LLC | 30,863 | $4.96M | 0.03% | +3,603+13.2% | Added |
| Lodestone Wealth Management LLC | 30,803 | $4.95M | 2.41% | +15,015+95.1% | Added |
| BLI - Banque de Luxembourg Investments | 30,800 | $4.94M | 0.14% | +30,800 | New |
| Cambridge Investment Research Advisors, Inc. | 30,390 | $4.88M | 0.01% | +2,700+9.8% | Added |
| McGinn Investment Management, Inc. | 30,125 | $4.84M | 3.06% | +70.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 30,100 | $4.84M | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 29,683 | $4.77M | 0.95% | −207−0.7% | Reduced |
| New Insight Wealth Advisors | 29,558 | $4.75M | 1.96% | −3,992−11.9% | Reduced |
| D.A. Davidson & Co. | 29,480 | $4.74M | 0.03% | +601+2.1% | Added |
| Nordea Investment Management AB | 29,781 | $4.73M | 0.00% | +1,607+5.7% | Added |
| Vanderbilt University | 29,241 | $4.70M | 0.89% | +3,157+12.1% | Added |
| Bruni J V & Co | 29,182 | $4.69M | 0.49% | −514−1.7% | Reduced |
| Crossmark Global Holdings, Inc. | 28,940 | $4.65M | 0.08% | −5,544−16.1% | Reduced |
| GWM Advisors LLC | 28,444 | $4.57M | 0.02% | +3,372+13.4% | Added |
| Candriam Luxembourg S.C.A. | 27,846 | $4.48M | 0.03% | −55,030−66.4% | Reduced |
| Condor Capital Management | 27,579 | $4.43M | 0.38% | −154−0.6% | Reduced |
| Summit Trail Advisors, LLC | 27,369 | $4.40M | 0.08% | +27,369 | New |
| Alberta Investment Management Corp | 27,300 | $4.39M | 0.03% | +11,800+76.1% | Added |
| Jamison Private Wealth Management, Inc. | 27,236 | $4.38M | 0.63% | +12,981+91.1% | Added |
| ExodusPoint Capital Management, LP | 26,566 | $4.27M | 0.05% | +26,566 | New |
| Oregon Public Employees Retirement Fund | 26,535 | $4.27M | 0.08% | +200+0.8% | Added |
| tru Independence LLC | 26,305 | $4.23M | 1.22% | +50.0% | Added |
| Cornerstone Wealth Group, LLC | 26,175 | $4.21M | 0.32% | +1,658+6.8% | Added |
| Adage Capital Partners GP, L.L.C. | 26,063 | $4.19M | 0.01% | +26,063 | New |
| BDF-Gestion | 25,796 | $4.15M | 0.47% | −2,812−9.8% | Reduced |
| Burney Co | 25,572 | $4.11M | 0.14% | +23,321+1,036.0% | Added |
| Investment Management Corp of Ontario | 25,460 | $4.09M | 0.06% | −10,670−29.5% | Reduced |
| Mediolanum International Funds Ltd | 25,235 | $4.05M | 0.05% | +20,947+488.5% | Added |
| Naviter Wealth, LLC | 25,081 | $4.03M | 0.50% | +1,044+4.3% | Added |
| Captrust Financial Advisors | 24,864 | $4.00M | 0.01% | +2,655+12.0% | Added |
| Stevens Capital Management LP | 24,724 | $3.98M | 1.08% | −4,347−15.0% | Reduced |
| Pacer Advisors, Inc. | 24,663 | $3.96M | 0.01% | +2,837+13.0% | Added |
| Kestra Advisory Services, LLC | 24,657 | $3.96M | 0.02% | +1,672+7.3% | Added |
| Atria Investments LLC | 24,576 | $3.95M | 0.05% | −620−2.5% | Reduced |
| Omers Administration Corp | 24,288 | $3.90M | 0.03% | 00.0% | Unchanged |
| Quantbot Technologies LP | 24,147 | $3.88M | 0.10% | +20,779+617.0% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 24,102 | $3.87M | 0.32% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 24,010 | $3.86M | 0.03% | +346+1.5% | Added |
| Erste Asset Management GmbH | 24,021 | $3.86M | 0.03% | +9,421+64.5% | Added |
| Fiduciary Group LLC | 23,977 | $3.85M | 0.36% | −247−1.0% | Reduced |
| Avanza Fonder AB | 23,797 | $3.83M | 0.11% | +2,565+12.1% | Added |
| Change Path, LLC | 23,220 | $3.73M | 0.10% | +3,442+17.4% | Added |
| Soltis Investment Advisors LLC | 23,181 | $3.73M | 0.29% | +772+3.4% | Added |
| Mubadala Investment Co PJSC | 23,127 | $3.72M | 0.02% | +829+3.7% | Added |
| Toroso Investments, LLC | 23,102 | $3.71M | 0.02% | +3,824+19.8% | Added |
| Elo Mutual Pension Insurance Co | 23,085 | $3.71M | 0.08% | −11,561−33.4% | Reduced |
| Advisory Services Network, LLC | 22,650 | $3.71M | 0.06% | +695+3.2% | Added |
| American Assets Capital Advisers, LLC | 22,551 | $3.63M | 3.64% | −39,779−63.8% | Reduced |
| Brookstone Capital Management | 22,434 | $3.61M | 0.05% | −1,781−7.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 22,300 | $3.59M | 0.01% | +1,614+7.8% | Added |
| GeoWealth Management, LLC | 22,175 | $3.56M | 0.14% | −4,788−17.8% | Reduced |
| Venture Visionary Partners LLC | 22,005 | $3.54M | 0.13% | +559+2.6% | Added |
| Advisors Asset Management, Inc. | 21,929 | $3.53M | 0.06% | +757+3.6% | Added |
| Zimmer Partners, LP | 21,925 | $3.52M | 0.08% | −65,575−74.9% | Reduced |
| Point72 (DIFC) Ltd | 21,844 | $3.51M | 0.28% | +20,646+1,723.4% | Added |
| 1832 Asset Management L.P. | 21,824 | $3.51M | 0.01% | +21,824 | New |
| SAM Advisors, LLC | 21,642 | $3.48M | 1.20% | +675+3.2% | Added |
| Fifth Third Bancorp | 21,560 | $3.47M | 0.01% | −582−2.6% | Reduced |
| Yarbrough Capital, LLC | 21,500 | $3.46M | 0.12% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 21,244 | $3.42M | 0.28% | −2,903−12.0% | Reduced |
| Mizuho Securities USA LLC | 21,200 | $3.41M | 0.07% | +21,200 | New |
| Allworth Financial LP | 20,994 | $3.38M | 0.02% | +16,744+394.0% | Added |
| Strategic Global Advisors, LLC | 20,958 | $3.37M | 0.55% | +1,349+6.9% | Added |
| Commerce Bank | 20,933 | $3.37M | 0.02% | +155+0.7% | Added |
| Grassi Investment Management | 20,798 | $3.34M | 0.27% | −1,245−5.6% | Reduced |
| Diversified Trust Co | 20,763 | $3.34M | 0.07% | −4,873−19.0% | Reduced |
| Kentucky Retirement Systems | 20,730 | $3.33M | 0.10% | −1,358−6.1% | Reduced |
| Prospera Financial Services Inc | 20,652 | $3.32M | 0.06% | +2,860+16.1% | Added |
| Avantax Advisory Services, Inc. | 20,366 | $3.27M | 0.02% | +1,171+6.1% | Added |
| Pensionfund Sabic | 20,206 | $3.25M | 0.92% | +1,000+5.2% | Added |
| CIBC Private Wealth Group, LLC | 19,961 | $3.21M | 0.01% | −1,391−6.5% | Reduced |
| Hamilton Capital Partners Inc. | 19,892 | $3.20M | 0.16% | +2,610+15.1% | Added |
| Foundations Investment Advisors, LLC | 19,822 | $3.19M | 0.05% | +1,775+9.8% | Added |
| Marshall Wace, LLP | 19,787 | $3.18M | 0.00% | +15,033+316.2% | Added |
| Wolverine Trading, LLC | 19,648 | $3.15M | 0.08% | −28,753−59.4% | Reduced |
| Integrated Advisors Network LLC | 19,363 | $3.11M | 0.14% | −401−2.0% | Reduced |
| Vinva Investment Management Ltd | 19,023 | $3.05M | 0.08% | −1,306−6.4% | Reduced |
| Hartford Investment Management Co | 18,461 | $2.97M | 0.09% | −213−1.1% | Reduced |