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 |
|---|---|---|---|---|---|
| Silverleafe Capital Partners, LLC | 2,400 | $385.8K | 0.13% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 2,390 | $384.2K | 0.03% | +2,390 | New |
| Manchester Capital Management LLC | 2,365 | $380.2K | 0.05% | −3−0.1% | Reduced |
| Fidelis Capital Partners, LLC | 2,261 | $378.8K | 0.03% | +177+8.5% | Added |
| Financial Advocates Investment Management | 2,347 | $377.3K | 0.03% | +2,347 | New |
| Affinity Wealth Management LLC | 2,344 | $376.8K | 0.06% | +26+1.1% | Added |
| LS Investment Advisors, LLC | 2,336 | $375.5K | 0.05% | −525−18.4% | Reduced |
| Titleist Asset Management, LLC | 2,331 | $374.7K | 0.04% | +5+0.2% | Added |
| Rehmann Capital Advisory Group | 2,325 | $373.9K | 0.02% | +8+0.3% | Added |
| Embree Financial Group | 2,322 | $373.2K | 0.06% | −5−0.2% | Reduced |
| Kaizen Financial Strategies | 2,287 | $367.6K | 0.19% | +139+6.5% | Added |
| Monument Capital Management | 2,281 | $366.7K | 0.10% | −2,331−50.5% | Reduced |
| Castle Rock Wealth Management, LLC | 2,223 | $365.2K | 0.09% | −4,671−67.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,252 | $362.0K | 0.05% | +29+1.3% | Added |
| Brighton Jones LLC | 2,246 | $361.1K | 0.01% | +431+23.7% | Added |
| Promethium Advisors,llc | 2,244 | $360.7K | 0.22% | 00.0% | Unchanged |
| Regions Financial Corp | 2,179 | $350.3K | 0.00% | +18+0.8% | Added |
| Samalin Investment Counsel, LLC | 2,175 | $349.7K | 0.13% | +167+8.3% | Added |
| Novare Capital Management LLC | 2,165 | $348.0K | 0.03% | +15+0.7% | Added |
| SageView Advisory Group, LLC | 2,080 | $343.8K | 0.01% | +71+3.5% | Added |
| Bragg Financial Advisors, Inc | 2,127 | $341.9K | 0.01% | +374+21.3% | Added |
| Avestar Capital, LLC | 2,123 | $341.3K | 0.02% | −367−14.7% | Reduced |
| V-Square Quantitative Management LLC | 2,119 | $340.6K | 0.05% | −176−7.7% | Reduced |
| Umb Bank N A | 2,114 | $339.8K | 0.01% | −309−12.8% | Reduced |
| Howard Capital Management Inc. | 2,109 | $339.0K | 0.01% | +187+9.7% | Added |
| LRI Investments, LLC | 2,089 | $335.8K | 0.03% | −172−7.6% | Reduced |
| Conning Inc. | 2,089 | $335.8K | 0.01% | −82−3.8% | Reduced |
| Intrua Financial, LLC | 2,088 | $335.7K | 0.05% | +228+12.3% | Added |
| Atlas Private Wealth Advisors | 2,087 | $335.5K | 0.04% | +79+3.9% | Added |
| Stratos Wealth Advisors, LLC | 2,086 | $335.4K | 0.02% | +10.0% | Added |
| O'Rourke & Company, Inc | 2,059 | $331.0K | 0.15% | −358−14.8% | Reduced |
| CWA Asset Management Group, LLC | 2,058 | $330.8K | 0.01% | +178+9.5% | Added |
| Alliance Wealth Advisors, LLC | 2,055 | $330.4K | 0.08% | +111+5.7% | Added |
| EP Wealth Advisors, LLC | 2,053 | $330.1K | 0.00% | +345+20.2% | Added |
| Rockland Trust Co | 2,050 | $329.6K | 0.02% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,035 | $327.1K | 0.01% | +26+1.3% | Added |
| Lafayette Investments, Inc. | 2,025 | $325.5K | 0.07% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,024 | $325.3K | 0.01% | +2,024 | New |
| Manchester Financial Inc | 2,021 | $324.9K | 0.07% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,011 | $323.3K | 0.00% | −56−2.7% | Reduced |
| Creative Financial Designs Inc | 1,987 | $319.4K | 0.02% | −34−1.7% | Reduced |
| Huntleigh Advisors, Inc. | 1,963 | $315.6K | 0.06% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,958 | $314.9K | 0.03% | −216−9.9% | Reduced |
| Optas, LLC | 1,917 | $308.2K | 0.06% | +105+5.8% | Added |
| Cetera Trust Company, N.A | 1,915 | $307.9K | 0.18% | +40+2.1% | Added |
| Intrust Bank NA | 1,912 | $307.4K | 0.03% | −25−1.3% | Reduced |
| Gryphon Financial Partners LLC | 1,912 | $307.3K | 0.04% | +227+13.5% | Added |
| Good Life Advisors, LLC | 1,903 | $305.9K | 0.02% | +1+0.1% | Added |
| Stratos Wealth Partners, LTD. | 1,900 | $305.6K | 0.00% | +134+7.6% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,851 | $304.0K | 0.14% | −137−6.9% | Reduced |
| IFG Advisory, LLC | 1,879 | $302.0K | 0.02% | +1+0.1% | Added |
| Buckingham Strategic Partners | 1,858 | $298.7K | 0.00% | +159+9.4% | Added |
| Warren Averett Asset Management, LLC | 1,850 | $297.4K | 0.00% | +1,850 | New |
| LJI Wealth Management, LLC | 1,849 | $297.2K | 0.05% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 1,847 | $296.9K | 0.31% | −16−0.9% | Reduced |
| Gibbs Wealth Management | 1,824 | $293.2K | 0.06% | +158+9.5% | Added |
| Icon Wealth Advisors, LLC | 1,820 | $292.6K | 0.02% | +109+6.4% | Added |
| ZRC Wealth Management, LLC | 1,819 | $292.4K | 0.12% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,812 | $291.3K | 0.00% | −1,273−41.3% | Reduced |
| Prudent Man Advisors, LLC | 1,802 | $289.7K | 0.09% | +21+1.2% | Added |
| Quotient Wealth Partners, LLC | 1,799 | $289.2K | 0.01% | −118−6.2% | Reduced |
| Coco Enterprises, LLC | 1,791 | $288.0K | 0.17% | −60−3.2% | Reduced |
| Bard Financial Services, Inc. | 1,790 | $287.8K | 0.03% | −250−12.3% | Reduced |
| Fort Sheridan Advisors LLC | 1,789 | $287.6K | 0.04% | +200+12.6% | Added |
| American State Bank (Iowa) | 1,779 | $286.0K | 0.16% | −25−1.4% | Reduced |
| Whalerock Point Partners, LLC | 1,776 | $285.5K | 0.06% | 00.0% | Unchanged |
| Keel Point, LLC | 1,773 | $285.0K | 0.02% | +124+7.5% | Added |
| Penserra Capital Management LLC | 1,775 | $285.0K | 0.00% | −7,515−80.9% | Reduced |
| Mission Wealth Management, LP | 1,769 | $284.5K | 0.01% | −7−0.4% | Reduced |
| Great Lakes Advisors, LLC | 1,761 | $283.1K | 0.00% | −147−7.7% | Reduced |
| MinichMacGregor Wealth Management, LLC | 1,760 | $282.9K | 0.06% | +1,760 | New |
| Corton Capital Inc. | 1,755 | $282.1K | 0.33% | +1,755 | New |
| Cabot Wealth Management Inc | 1,745 | $280.5K | 0.03% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 1,742 | $280.1K | 0.03% | −15−0.9% | Reduced |
| NBC Securities, Inc. | 1,746 | $280.0K | 0.02% | −604−25.7% | Reduced |
| Chicago Partners Investment Group LLC | 1,679 | $278.3K | 0.01% | +1,679 | New |
| Shelton Capital Management | 1,716 | $275.9K | 0.01% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 1,712 | $275.2K | 0.07% | −35−2.0% | Reduced |
| Winthrop Capital Management, LLC | 1,709 | $275.0K | 0.07% | +52+3.1% | Added |
| Tiaa Trust, National Association | 1,707 | $274.4K | 0.00% | −324−16.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,704 | $273.8K | 0.01% | −804−32.1% | Reduced |
| Cornerstone Advisory, LLC | 1,697 | $272.8K | 0.03% | +3+0.2% | Added |
| Astoria Portfolio Advisors LLC. | 1,653 | $272.6K | 0.08% | −59−3.4% | Reduced |
| BNP Paribas | 1,688 | $271.4K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,682 | $270.4K | 0.02% | +117+7.5% | Added |
| Simplex Trading, LLC | 1,679 | $269.0K | 0.01% | −9,483−85.0% | Reduced |
| Platform Technology Partners | 1,662 | $267.2K | 0.07% | −11−0.7% | Reduced |
| CX Institutional | 1,654 | $266.0K | 0.01% | +313+23.3% | Added |
| Synovus Financial Corp | 1,642 | $264.9K | 0.00% | −205−11.1% | Reduced |
| Baker Avenue Asset Management, LP | 1,646 | $264.6K | 0.01% | −35−2.1% | Reduced |
| Cornerstone Wealth Management, LLC | 1,637 | $263.2K | 0.02% | +10+0.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,625 | $261.2K | 0.03% | +361+28.6% | Added |
| Deseret Mutual Benefit Administrators | 1,622 | $260.8K | 0.12% | 00.0% | Unchanged |
| Archer Investment Corp | 1,621 | $260.6K | 0.06% | +1,600+7,619.0% | Added |
| Breakwater Capital Group | 1,620 | $260.4K | 0.04% | +80+5.2% | Added |
| AMG National Trust Bank | 1,610 | $258.8K | 0.01% | −710−30.6% | Reduced |
| Childress Capital Advisors, LLC | 1,608 | $258.5K | 0.07% | −38−2.3% | Reduced |
| Resonant Capital Advisors, LLC | 1,600 | $257.2K | 0.02% | −595−27.1% | Reduced |
| Clientfirst Wealth Management, LLC | 1,593 | $256.1K | 0.26% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 1,593 | $256.0K | 0.02% | 00.0% | Unchanged |