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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 9,253 | $1.49M | 0.01% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 9,224 | $1.48M | 0.42% | −13,126−58.7% | Reduced |
| Perpetual Ltd | 9,090 | $1.46M | 0.02% | −1,820−16.7% | Reduced |
| Greenleaf Trust | 9,078 | $1.46M | 0.01% | −826−8.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 9,069 | $1.46M | 0.04% | +2,760+43.7% | Added |
| Ossiam | 8,896 | $1.43M | 0.02% | −2,531−22.1% | Reduced |
| Palogic Value Management, L.P. | 8,807 | $1.42M | 0.60% | +9+0.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,798 | $1.41M | 0.10% | −610−6.5% | Reduced |
| CFM Wealth Partners LLC | 8,714 | $1.40M | 0.22% | +880+11.2% | Added |
| Golden State Equity Partners | 8,616 | $1.39M | 0.26% | +227+2.7% | Added |
| Affinity Investment Advisors, LLC | 8,556 | $1.38M | 1.04% | +151+1.8% | Added |
| Nicola Wealth Management Ltd. | 8,550 | $1.37M | 0.13% | +8,550 | New |
| Valeo Financial Advisors, LLC | 8,416 | $1.35M | 0.03% | −598−6.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,292 | $1.33M | 0.03% | +8,292 | New |
| 111 Capital | 8,183 | $1.32M | 0.23% | +3,726+83.6% | Added |
| NewEdge Wealth, LLC | 7,871 | $1.31M | 0.02% | −675−7.9% | Reduced |
| Mark Asset Management LP | 8,095 | $1.30M | 0.16% | 00.0% | Unchanged |
| Horizon Investments, LLC | 8,011 | $1.29M | 0.02% | +3,569+80.3% | Added |
| Wealth Preservation Advisors, LLC | 8,002 | $1.29M | 0.79% | 00.0% | Unchanged |
| Principal Securities, Inc. | 8,001 | $1.29M | 0.02% | +3,711+86.5% | Added |
| Westerkirk Capital Inc. | 7,900 | $1.27M | 0.16% | +7,900 | New |
| KG&L Capital Management,LLC | 8,237 | $1.27M | 0.37% | −1,200−12.7% | Reduced |
| Qtron Investments LLC | 7,798 | $1.25M | 0.16% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 7,728 | $1.24M | 0.00% | −1,118−12.6% | Reduced |
| Allstate Corp | 7,727 | $1.24M | 0.09% | −27,445−78.0% | Reduced |
| Two Sigma Advisers, LP | 7,700 | $1.24M | 0.00% | +7,700 | New |
| Convergence Investment Partners, LLC | 7,624 | $1.23M | 0.31% | −3,922−34.0% | Reduced |
| Syon Capital LLC | 7,585 | $1.22M | 0.08% | +1,091+16.8% | Added |
| Bedel Financial Consulting, Inc. | 7,558 | $1.22M | 0.17% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 7,550 | $1.21M | 1.27% | −200−2.6% | Reduced |
| Catalytic Wealth RIA, LLC | 7,530 | $1.21M | 0.10% | −481−6.0% | Reduced |
| Davenport & Co LLC | 7,518 | $1.21M | 0.01% | −2,121−22.0% | Reduced |
| Frank, Rimerman Advisors LLC | 7,475 | $1.20M | 0.08% | −350−4.5% | Reduced |
| Highland Capital Management, LLC | 7,438 | $1.20M | 0.06% | +7,438 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,368 | $1.18M | 0.00% | +652+9.7% | Added |
| Larson Financial Group LLC | 7,330 | $1.18M | 0.05% | +601+8.9% | Added |
| Everence Capital Management Inc | 7,319 | $1.18M | 0.08% | −2,960−28.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,264 | $1.17M | 0.02% | −480−6.2% | Reduced |
| one8zero8, LLC | 7,257 | $1.17M | 0.28% | −617−7.8% | Reduced |
| Kinneret Advisory, LLC | 7,224 | $1.16M | 0.11% | −10−0.1% | Reduced |
| Perigon Wealth Management, LLC | 7,224 | $1.16M | 0.03% | +856+13.4% | Added |
| Chesapeake Asset Management LLC | 7,200 | $1.16M | 1.05% | −5−0.1% | Reduced |
| Assenagon Asset Management S.A. | 7,184 | $1.15M | 0.00% | −402−5.3% | Reduced |
| TrueWealth Advisors, LLC | 7,160 | $1.15M | 0.34% | −100−1.4% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 7,150 | $1.15M | 0.21% | 00.0% | Unchanged |
| Wedmont Private Capital | 7,040 | $1.15M | 0.05% | +68+1.0% | Added |
| Resources Investment Advisors, LLC. | 7,076 | $1.14M | 0.01% | +1,382+24.3% | Added |
| Emergent Wealth Advisors, LLC | 6,938 | $1.13M | 0.72% | +513+8.0% | Added |
| Coldstream Capital Management Inc | 7,044 | $1.13M | 0.02% | +506+7.7% | Added |
| Secured Retirement Advisors, LLC | 7,005 | $1.13M | 0.67% | −10−0.1% | Reduced |
| Gabelli Funds LLC | 7,000 | $1.13M | 0.01% | 00.0% | Unchanged |
| Gifford Fong Associates | 7,000 | $1.13M | 0.26% | 00.0% | Unchanged |
| Renaissance Group LLC | 6,998 | $1.12M | 0.04% | −282−3.9% | Reduced |
| InTrack Investment Management Inc | 6,868 | $1.10M | 0.74% | +1,368+24.9% | Added |
| MUFG Securities Americas Inc. | 6,800 | $1.09M | 0.09% | +1,371+25.3% | Added |
| Merit Financial Group, LLC | 6,779 | $1.09M | 0.01% | +2,314+51.8% | Added |
| Wellington Shields & Co., LLC | 6,700 | $1.08M | 0.30% | +1,000+17.5% | Added |
| Keybank National Association | 6,693 | $1.08M | 0.00% | +354+5.6% | Added |
| Congress Wealth Management LLC | 6,653 | $1.07M | 0.01% | +2,404+56.6% | Added |
| Knollwood Investment Advisory, LLC | 6,650 | $1.07M | 0.10% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 6,497 | $1.04M | 0.07% | +6,497 | New |
| MQS Management LLC | 6,466 | $1.04M | 0.57% | +637+10.9% | Added |
| Fox Run Management, L.L.C. | 6,453 | $1.04M | 0.17% | +6,453 | New |
| Marino, Stram & Associates LLC | 6,331 | $1.02M | 0.21% | +156+2.5% | Added |
| Retirement Planning Co of New England, Inc. | 6,291 | $1.01M | 0.45% | −20−0.3% | Reduced |
| Callan Family Office, LLC | 6,271 | $1.01M | 0.03% | +4,299+218.0% | Added |
| Commerzbank Aktiengesellschaft | 6,232 | $1.00M | 0.02% | +1,835+41.7% | Added |
| Wetherby Asset Management Inc | 6,225 | $1.00M | 0.04% | +6,225 | New |
| Shell Asset Management Co | 6,217 | $999.0K | 0.03% | −108−1.7% | Reduced |
| Sequoia Financial Advisors, LLC | 6,200 | $996.7K | 0.01% | −49−0.8% | Reduced |
| Solidarilty Wealth, LLC | 6,170 | $991.9K | 0.23% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 6,132 | $985.8K | 0.15% | +376+6.5% | Added |
| MSH Capital Advisors LLC | 6,114 | $982.9K | 0.28% | 00.0% | Unchanged |
| Novem Group | 6,077 | $976.9K | 0.12% | +6,077 | New |
| Apollon Wealth Management, LLC | 6,069 | $975.7K | 0.02% | −2,623−30.2% | Reduced |
| Spire Wealth Management | 6,014 | $948.2K | 0.03% | +3,957+192.4% | Added |
| HB Wealth Management, LLC | 5,895 | $947.8K | 0.01% | −635−9.7% | Reduced |
| Checchi Capital Advisers, LLC | 5,826 | $936.6K | 0.07% | −515−8.1% | Reduced |
| Ritholtz Wealth Management | 5,819 | $935.5K | 0.02% | −3,223−35.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,806 | $933.4K | 0.06% | +5,806 | New |
| GAMMA Investing LLC | 5,794 | $931.4K | 0.06% | +515+9.8% | Added |
| Adams Asset Advisors, LLC | 5,789 | $930.6K | 0.13% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 5,786 | $930.2K | 0.03% | +617+11.9% | Added |
| GF Fund Management Co. Ltd. | 5,754 | $925.0K | 0.02% | −426−6.9% | Reduced |
| Applied Finance Capital Management, LLC | 5,726 | $920.5K | 0.06% | +218+4.0% | Added |
| Custom Index Systems, LLC | 5,681 | $913.3K | 0.44% | −974−14.6% | Reduced |
| Ausdal Financial Partners, Inc. | 5,666 | $910.8K | 0.06% | +189+3.5% | Added |
| Genesee Capital Advisors, LLC | 5,656 | $909.3K | 0.41% | +139+2.5% | Added |
| Marshall Financial Group LLC | 5,489 | $906.0K | 0.18% | +5,489 | New |
| Gilman Hill Asset Management, LLC | 5,631 | $905.3K | 0.15% | +320+6.0% | Added |
| Signaturefd, LLC | 5,613 | $902.3K | 0.02% | +129+2.4% | Added |
| Kestra Investment Management, LLC | 5,602 | $901.6K | 0.01% | +5,397+2,632.7% | Added |
| Capital International Sarl | 5,562 | $894.1K | 0.02% | +241+4.5% | Added |
| Investors Research Corp | 5,540 | $890.6K | 0.17% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 5,528 | $888.6K | 0.02% | +1,782+47.6% | Added |
| Atomi Financial Group, Inc. | 5,516 | $886.8K | 0.03% | −1,151−17.3% | Reduced |
| Clarius Group, LLC | 5,499 | $884.0K | 0.05% | −225−3.9% | Reduced |
| J.W. Cole Advisors, Inc. | 5,488 | $882.2K | 0.02% | +100+1.9% | Added |
| Radnor Capital Management, LLC | 5,487 | $882.0K | 0.14% | −185−3.3% | Reduced |
| Morningstar Investment Management LLC | 5,422 | $872.0K | 0.08% | +5,422 | New |