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, Q3 2025
Institutional positions in Simon Property Group Inc. as of Sep 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
- 1,221
- +24 vs. Q2 2025
- Shares held
- 290.6M
- +6.13M (+2.2%) vs. Q2 2025
- Total value
- $54.5B
- +$8.76B (+19.2%) vs. Q2 2025
- New holders
- 128
- 470 more added
- Sold out
- 104
- 412 more reduced
16 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Annis Gardner Whiting Capital Advisors, LLC | 524 | $98.3K | 0.02% | +32+6.5% | Added |
| Missouri Trust & Investment Co | 526 | $98.7K | 0.03% | 00.0% | Unchanged |
| First Horizon Corp | 530 | $99.5K | 0.00% | +530 | New |
| Advanced Portfolio Management, LLC | 532 | $99.8K | 0.26% | +532 | New |
| Geneos Wealth Management Inc. | 537 | $100.8K | 0.00% | −904−62.7% | Reduced |
| Central Pacific Bank - Trust Division | 538 | $101.0K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 541 | $101.5K | 0.00% | +541 | New |
| Westend Capital Management, LLC | 541 | $101.6K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 543 | $101.9K | 0.00% | −25−4.4% | Reduced |
| PFS Partners, LLC | 569 | $106.7K | 0.05% | +1+0.2% | Added |
| Caldwell Sutter Capital, Inc. | 573 | $107.5K | 0.05% | −15−2.6% | Reduced |
| Saranac Partners Ltd | 575 | $107.9K | 0.02% | +575 | New |
| Concord Wealth Partners | 632 | $118.6K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 637 | $119.5K | 0.01% | +118+22.7% | Added |
| Fortitude Family Office, LLC | 647 | $121.4K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 661 | $124.0K | 0.01% | −22−3.2% | Reduced |
| CoreCap Advisors, LLC | 704 | $132.1K | 0.00% | +25+3.7% | Added |
| Capital Analysts, LLC | 717 | $134.0K | 0.00% | −2−0.3% | Reduced |
| Montag A & Associates Inc | 720 | $135.1K | 0.01% | +18+2.6% | Added |
| Quent Capital, LLC | 731 | $137.2K | 0.01% | +731 | New |
| Muzinich & Co., Inc. | 731 | $137.2K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 781 | $139.0K | 0.09% | −163−17.3% | Reduced |
| CVA Family Office, LLC | 747 | $140.2K | 0.02% | +3+0.4% | Added |
| Centaurus Financial, Inc. | 783 | $147.0K | 0.01% | −341−30.3% | Reduced |
| ORG Partners LLC | 798 | $149.8K | 0.03% | +52+7.0% | Added |
| FNY Investment Advisers, LLC | 800 | $150.0K | 0.05% | +800 | New |
| Versant Capital Management, Inc | 801 | $150.3K | 0.02% | −187−18.9% | Reduced |
| Harbour Investments, Inc. | 802 | $150.5K | 0.00% | +49+6.5% | Added |
| Silvant Capital Management LLC | 821 | $154.1K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 824 | $154.6K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 825 | $154.8K | 0.00% | +88+11.9% | Added |
| Thompson Investment Management, Inc. | 827 | $155.2K | 0.02% | −270−24.6% | Reduced |
| Stelac Advisory Services LLC | 833 | $156.3K | 0.05% | −60−6.7% | Reduced |
| Clear Street Markets LLC | 864 | $162.1K | 0.05% | +657+317.4% | Added |
| Essential Partners LLC | 864 | $162.2K | 0.05% | +662+327.7% | Added |
| Catalyst Capital Advisors LLC | 869 | $163.1K | 0.00% | −38−4.2% | Reduced |
| Hantz Financial Services, Inc. | 880 | $165.0K | 0.00% | −26−2.9% | Reduced |
| Onefund, LLC | 881 | $165.3K | 0.11% | +30+3.5% | Added |
| Global X Japan Co., Ltd. | 886 | $166.3K | 0.01% | −150−14.5% | Reduced |
| West Family Investments, Inc. | 19,162 | $167.7K | 0.04% | +19,162 | New |
| Newbridge Financial Services Group, Inc. | 925 | $173.7K | 0.03% | +1+0.1% | Added |
| Y.D. More Investments Ltd | 959 | $180.0K | 0.01% | +74+8.4% | Added |
| Greykasell Wealth Strategies, Inc. | 971 | $182.2K | 0.08% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,000 | $187.7K | 0.10% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,000 | $188.0K | 0.01% | +677+209.6% | Added |
| Motco | 1,038 | $194.8K | 0.02% | −14−1.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,049 | $196.8K | 0.02% | −105−9.1% | Reduced |
| TFC Financial Management | 1,056 | $198.2K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,067 | $200.2K | 0.11% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,067 | $200.3K | 0.00% | +1,067 | New |
| Brass Tax Wealth Management, Inc | 1,068 | $200.4K | 0.03% | +1,068 | New |
| Carnegie Capital Asset Management, LLC | 1,069 | $200.6K | 0.00% | −500−31.9% | Reduced |
| TCI Wealth Advisors, Inc. | 1,069 | $200.6K | 0.01% | +1,069 | New |
| Crestwood Advisors Group LLC | 1,071 | $201.0K | 0.00% | +1,071 | New |
| Focus Financial Network, Inc. | 1,088 | $204.1K | 0.01% | +1,088 | New |
| Westwood Holdings Group Inc. | 1,092 | $205.0K | 0.00% | +1,092 | New |
| MidWestOne Financial Group, Inc. | 1,109 | $208.1K | 0.03% | +1,109 | New |
| Skyline Advisors, Inc. | 1,113 | $208.8K | 0.07% | +1,113 | New |
| JB Capital LLC | 1,122 | $210.5K | 0.01% | +1,122 | New |
| New Republic Capital, LLC | 1,122 | $210.6K | 0.06% | +1,122 | New |
| Texas Bank & Trust Co | 1,122 | $210.6K | 0.08% | +1,122 | New |
| a16z Perennial Management, L.P. | 1,123 | $210.8K | 0.02% | +1,123 | New |
| Lake Street Financial LLC | 1,124 | $211.0K | 0.03% | +1,124 | New |
| Godshalk Welsh Capital Management, Inc. | 1,125 | $211.1K | 0.12% | −400−26.2% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 1,125 | $211.1K | 0.04% | +1,125 | New |
| NCM Capital Management, LLC | 1,127 | $211.5K | 0.08% | +1,127 | New |
| Biltmore Wealth Management, LLC | 1,139 | $213.8K | 0.08% | +1,139 | New |
| Argyle Capital Partners, LLC | 1,147 | $215.3K | 0.15% | +1,147 | New |
| Longboard Asset Management, LP | 1,149 | $215.6K | 0.35% | +1,149 | New |
| Fukoku Mutual Life Insurance Co | 1,151 | $216.0K | 0.01% | −349−23.3% | Reduced |
| Bullock Wealth Management Group | 1,165 | $216.5K | 0.11% | −2−0.2% | Reduced |
| WMG Financial Advisors, LLC | 1,156 | $216.9K | 0.07% | +1,156 | New |
| GW Henssler & Associates Ltd | 1,157 | $217.1K | 0.01% | +1,157 | New |
| Argonautica Private Wealth Management, Inc | 1,158 | $217.3K | 0.06% | +1,158 | New |
| Haverford Trust Co | 1,159 | $217.5K | 0.00% | +1,159 | New |
| Cidel Asset Management Inc | 1,169 | $219.4K | 0.01% | +1,169 | New |
| Black Diamond Financial, LLC | 1,170 | $219.5K | 0.02% | +1,170 | New |
| Leo Wealth, LLC | 1,174 | $220.3K | 0.03% | −233−16.6% | Reduced |
| Activest Wealth Management | 1,179 | $221.3K | 0.04% | +26+2.3% | Added |
| Visionary Wealth Advisors | 1,185 | $222.3K | 0.01% | +1,185 | New |
| Chancellor Financial Group WB LP | 1,185 | $222.4K | 0.16% | +1,185 | New |
| First Manhattan Co | 1,190 | $223.4K | 0.00% | +1,190 | New |
| Hilltop National Bank | 1,193 | $223.9K | 0.06% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 1,197 | $224.7K | 0.00% | +1,197 | New |
| Pure Financial Advisors, Inc. | 1,199 | $225.0K | 0.00% | −86−6.7% | Reduced |
| Central Trust Co | 1,203 | $225.8K | 0.00% | +41+3.5% | Added |
| Quad-Cities Investment Group, LLC | 1,204 | $225.9K | 0.10% | +1,204 | New |
| Empower Advisory Group, LLC | 1,205 | $226.1K | 0.00% | +1,205 | New |
| Cladis Investment Advisory, LLC | 1,500 | $228.3K | 0.13% | +1,500 | New |
| Cornerstone Advisory, LLC | 1,224 | $229.7K | 0.02% | −473−27.9% | Reduced |
| Gamco Investors, Inc. Et Al | 1,230 | $230.8K | 0.00% | +1,230 | New |
| Virtus ETF Advisers LLC | 1,230 | $230.8K | 0.13% | +1,230 | New |
| Armis Advisers, LLC | 1,316 | $232.5K | 0.02% | −2−0.2% | Reduced |
| MRP Capital Investments, LLC | 1,450 | $233.1K | 0.20% | −25−1.7% | Reduced |
| Fortis Capital Advisors, LLC | 1,247 | $234.2K | 0.04% | +1,247 | New |
| Socha Financial Group, LLC | 1,250 | $234.5K | 0.10% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,254 | $235.3K | 0.06% | 00.0% | Unchanged |
| AMG National Trust Bank | 1,255 | $235.5K | 0.01% | −355−22.0% | Reduced |
| Proficio Capital Partners LLC | 1,263 | $237.0K | 0.02% | −1,977−61.0% | Reduced |
| Logan Capital Management Inc | 1,275 | $239.3K | 0.01% | 00.0% | Unchanged |