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 |
|---|---|---|---|---|---|
| Aspiriant, LLC | 5,386 | $865.9K | 0.03% | −465−7.9% | Reduced |
| Sienna Gestion | 5,877 | $862.6K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,346 | $859.4K | 0.02% | −147−2.7% | Reduced |
| Pinnacle Associates Ltd | 5,330 | $856.9K | 0.01% | +649+13.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $848.7K | 0.01% | 00.0% | Unchanged |
| 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 |
| Old Port Advisors | 5,189 | $834.3K | 0.23% | +5,189 | New |
| Vise Technologies, Inc. | 5,087 | $817.9K | 0.03% | +5,087 | New |
| American Assets Inc | 5,000 | $815.4K | 0.28% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,988 | $801.9K | 0.02% | −180−3.5% | Reduced |
| Regal Investment Advisors LLC | 4,960 | $797.3K | 0.06% | −521−9.5% | Reduced |
| TBH Global Asset Management, LLC | 4,954 | $796.5K | 0.17% | −86−1.7% | Reduced |
| Abn Amro Investment Solutions | 4,918 | $790.6K | 0.02% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 4,903 | $788.2K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,886 | $785.5K | 0.04% | −2,059−29.6% | Reduced |
| Highline Wealth Partners LLC | 4,865 | $782.2K | 0.23% | −23−0.5% | Reduced |
| Wedbush Securities Inc | 4,791 | $770.0K | 0.03% | +226+5.0% | Added |
| Monetary Management Group Inc | 4,775 | $767.6K | 0.19% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 4,580 | $767.4K | 0.10% | +1,311+40.1% | Added |
| Insigneo Advisory Services, LLC | 4,751 | $763.8K | 0.07% | −159−3.2% | Reduced |
| Trust Co of Vermont | 4,728 | $760.1K | 0.04% | +644+15.8% | Added |
| Chilton Capital Management LLC | 4,719 | $758.6K | 0.03% | −20.0% | Reduced |
| Bryn Mawr Trust Co | 4,697 | $755.1K | 0.01% | −1,691−26.5% | Reduced |
| NorthRock Partners, LLC | 4,694 | $754.6K | 0.02% | +171+3.8% | Added |
| Gsa Capital Partners LLP | 4,658 | $749.0K | 0.05% | +3,064+192.2% | Added |
| Siemens Fonds Invest GmbH | 4,612 | $741.4K | 0.04% | +894+24.0% | Added |
| Atria Wealth Solutions, Inc. | 4,542 | $738.2K | 0.02% | −10,457−69.7% | Reduced |
| Invst, LLC | 4,581 | $736.4K | 0.09% | −95−2.0% | Reduced |
| Ballentine Partners, LLC | 4,575 | $735.5K | 0.01% | −1,176−20.4% | Reduced |
| Profund Advisors LLC | 4,505 | $724.2K | 0.03% | +307+7.3% | Added |
| Pekin Hardy Strauss, Inc. | 4,490 | $721.8K | 0.08% | −26−0.6% | Reduced |
| Michels Family Financial, LLC | 4,471 | $718.8K | 0.61% | −85−1.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,461 | $717.1K | 0.03% | −169−3.7% | Reduced |
| Hilltop Holdings Inc. | 4,449 | $715.3K | 0.05% | +640+16.8% | Added |
| Cascade Financial Partners, LLC | 4,393 | $706.2K | 0.08% | +184+4.4% | Added |
| Pensionmark Financial Group, LLC | 4,357 | $700.4K | 0.02% | −550−11.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,326 | $695.5K | 0.04% | −52−1.2% | Reduced |
| IFP Advisors, Inc | 4,281 | $691.5K | 0.02% | +187+4.6% | Added |
| Arkadios Wealth Advisors | 4,284 | $688.7K | 0.02% | +1,895+79.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,278 | $687.7K | 0.03% | −3,662−46.1% | Reduced |
| Strathmore Capital Advisors, Inc. | 4,215 | $686.8K | 0.30% | +4,215 | New |
| Prestige Wealth Management Group LLC | 4,244 | $682.3K | 0.14% | −70−1.6% | Reduced |
| Sumitomo Life Insurance Co | 4,235 | $680.8K | 0.05% | −236−5.3% | Reduced |
| Sunbelt Securities, Inc. | 3,944 | $679.2K | 0.06% | +879+28.7% | Added |
| Carmel Capital Partners, LLC | 4,207 | $676.3K | 0.24% | −2,705−39.1% | Reduced |
| Manske Wealth Management | 4,162 | $669.1K | 0.22% | +305+7.9% | Added |
| Benjamin Edwards Inc | 4,116 | $661.7K | 0.01% | +172+4.4% | Added |
| SkyView Investment Advisors, LLC | 4,117 | $661.0K | 0.09% | −39−0.9% | Reduced |
| Future Financial Wealth Managment LLC | 4,072 | $654.7K | 0.45% | +7+0.2% | Added |
| Baader Bank INC | 4,102 | $654.2K | 0.06% | +661+19.2% | Added |
| Nabity-Jensen Investment Management Inc | 4,065 | $653.5K | 0.48% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,034 | $648.5K | 0.02% | −235−5.5% | Reduced |
| Joel Isaacson & Co., LLC | 3,978 | $639.6K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,968 | $637.9K | 0.03% | −86−2.1% | Reduced |
| Everhart Financial Group, Inc. | 3,942 | $633.7K | 0.07% | +64+1.7% | Added |
| GTS Securities LLC | 3,879 | $623.6K | 0.03% | +3,879 | New |
| GKV Capital Management Co., Inc. | 3,870 | $622.1K | 0.28% | −10,630−73.3% | Reduced |
| Beacon Investment Advisors LLC | 3,876 | $622.1K | 0.27% | 00.0% | Unchanged |
| Wealth Alliance | 3,845 | $618.1K | 0.07% | +70+1.9% | Added |
| Forte Capital LLC | 3,827 | $615.2K | 0.07% | −200−5.0% | Reduced |
| GWN Securities Inc. | 3,796 | $614.3K | 0.11% | +2,292+152.4% | Added |
| Argentarii, LLC | 3,792 | $609.7K | 0.28% | −2,651−41.1% | Reduced |
| Pallas Capital Advisors LLC | 3,786 | $608.6K | 0.02% | +2,522+199.5% | Added |
| Inspire Advisors, LLC | 3,785 | $608.4K | 0.06% | +295+8.5% | Added |
| Landscape Capital Management, L.L.C. | 3,782 | $608.0K | 0.05% | +3,782 | New |
| Tobias Financial Advisors, Inc. | 3,776 | $607.1K | 0.10% | +46+1.2% | Added |
| Summit Financial, LLC | 3,775 | $606.9K | 0.01% | +68+1.8% | Added |
| Sound View Wealth Advisors Group, LLC | 3,732 | $600.0K | 0.04% | +101+2.8% | Added |
| RS Crum Inc. | 3,726 | $599.0K | 0.14% | +4+0.1% | Added |
| Pitcairn Co | 3,705 | $595.6K | 0.04% | −1,815−32.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,703 | $595.3K | 0.02% | −98−2.6% | Reduced |
| Savant Capital, LLC | 3,697 | $594.3K | 0.00% | +273+8.0% | Added |
| Tritonpoint Wealth, LLC | 3,662 | $588.7K | 0.05% | −206−5.3% | Reduced |
| Scientech Research LLC | 3,662 | $588.7K | 0.14% | +490+15.4% | Added |
| J. Safra Sarasin Holding AG | 3,643 | $585.6K | 0.01% | −5,840−61.6% | Reduced |
| Rothschild Investment LLC | 3,589 | $577.0K | 0.04% | +12+0.3% | Added |
| Autumn Glory Partners, LLC | 3,585 | $576.3K | 0.27% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 3,572 | $574.2K | 0.11% | +40+1.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,571 | $574.1K | 0.05% | +576+19.2% | Added |
| Schulhoff & Co Inc | 3,564 | $572.9K | 0.25% | +165+4.9% | Added |
| Quest Partners LLC | 3,555 | $571.5K | 0.06% | +3,323+1,432.3% | Added |
| HighPoint Advisor Group LLC | 3,539 | $568.9K | 0.03% | +68+2.0% | Added |
| Farther Finance Advisors, LLC | 3,532 | $567.8K | 0.01% | +207+6.2% | Added |
| White Pine Capital LLC | 3,499 | $562.5K | 0.18% | +270+8.4% | Added |
| Alpha Cubed Investments, LLC | 3,485 | $560.2K | 0.02% | −651−15.7% | Reduced |
| Adams Wealth Management | 3,481 | $559.6K | 0.11% | +3,481 | New |
| CacheTech Inc. | 3,481 | $559.6K | 0.10% | +3,481 | New |
| Walleye Trading LLC | 3,460 | $556.2K | 0.01% | +3,460 | New |
| TTP Investments, Inc. | 3,459 | $556.1K | 0.18% | −54,855−94.1% | Reduced |
| Yoffe Investment Management, LLC | 3,383 | $543.9K | 0.74% | 00.0% | Unchanged |
| Alteri Wealth LLC | 3,369 | $541.6K | 0.21% | +712+26.8% | Added |
| Ellevest, Inc. | 3,361 | $540.3K | 0.09% | −438−11.5% | Reduced |
| JDM Financial Group LLC | 3,357 | $539.7K | 0.25% | +794+31.0% | Added |
| Centiva Capital, LP | 3,345 | $537.7K | 0.04% | −3,046−47.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,304 | $531.1K | 0.01% | −613−15.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $530.5K | 0.15% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 3,298 | $530.1K | 0.09% | +857+35.1% | Added |
| Ameritas Investment Partners, Inc. | 3,296 | $529.9K | 0.02% | −92−2.7% | Reduced |
| Unique Wealth Strategies, LLC | 3,291 | $529.1K | 0.22% | +98+3.1% | Added |
| Private Trust Co NA | 3,281 | $527.5K | 0.05% | −101−3.0% | Reduced |