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, 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 |
|---|---|---|---|---|---|
| Cetera Trust Company, N.A | 1,915 | $359.4K | 0.20% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,919 | $360.1K | 0.02% | +1,919 | New |
| Optas, LLC | 1,932 | $362.6K | 0.06% | +15+0.8% | Added |
| Caerus Investment Advisors, LLC | 1,932 | $362.6K | 0.15% | +1,932 | New |
| Childress Capital Advisors, LLC | 1,934 | $363.0K | 0.07% | +326+20.3% | Added |
| Baker Avenue Asset Management, LP | 1,964 | $368.6K | 0.01% | +318+19.3% | Added |
| Tradition Wealth Management, LLC | 1,969 | $369.5K | 0.03% | +644+48.6% | Added |
| 4WEALTH Advisors, Inc. | 1,987 | $372.8K | 0.34% | +140+7.6% | Added |
| VELA Investment Management, LLC | 1,988 | $373.1K | 0.11% | −626−23.9% | Reduced |
| CTC Alternative Strategies, Ltd. | 2,000 | $375.3K | 0.63% | +2,000 | New |
| Buckingham Strategic Partners | 2,016 | $375.6K | 0.00% | +158+8.5% | Added |
| J. Team Financial, Inc. | 2,002 | $375.8K | 0.38% | +2,002 | New |
| Blueshift Asset Management, LLC | 2,013 | $377.8K | 0.12% | −815−28.8% | Reduced |
| Lafayette Investments, Inc. | 2,025 | $380.0K | 0.07% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 2,041 | $383.1K | 0.23% | +2,041 | New |
| Rockland Trust Co | 2,050 | $384.7K | 0.02% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,055 | $385.7K | 0.00% | +44+2.2% | Added |
| Alliance Wealth Advisors, LLC | 2,062 | $387.0K | 0.09% | +7+0.3% | Added |
| Aptus Capital Advisors, LLC | 2,065 | $387.5K | 0.00% | +253+14.0% | Added |
| O'Rourke & Company, Inc | 2,067 | $388.0K | 0.16% | +8+0.4% | Added |
| Global Retirement Partners, LLC | 2,074 | $389.3K | 0.01% | +50+2.5% | Added |
| Wesbanco Bank Inc | 2,076 | $389.6K | 0.01% | +2,076 | New |
| Samalin Investment Counsel, LLC | 2,084 | $391.1K | 0.13% | −91−4.2% | Reduced |
| BSW Wealth Partners | 2,088 | $391.8K | 0.05% | +513+32.6% | Added |
| Conning Inc. | 2,089 | $392.0K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,089 | $392.0K | 0.02% | −3,577−63.1% | Reduced |
| LRI Investments, LLC | 2,089 | $392.1K | 0.03% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 2,100 | $394.1K | 0.00% | −5,600−72.7% | Reduced |
| Greenland Capital Management LP | 2,100 | $394.1K | 0.06% | +2,100 | New |
| Gryphon Financial Partners LLC | 2,132 | $400.1K | 0.05% | +220+11.5% | Added |
| Castle Rock Wealth Management, LLC | 2,170 | $400.1K | 0.09% | −53−2.4% | Reduced |
| Personal Cfo Solutions, LLC | 2,143 | $402.3K | 0.07% | −453−17.4% | Reduced |
| Umb Bank N A | 2,155 | $404.4K | 0.01% | +41+1.9% | Added |
| GTS Securities LLC | 2,157 | $404.8K | 0.02% | −1,722−44.4% | Reduced |
| Modera Wealth Management, LLC | 2,166 | $406.6K | 0.00% | −312−12.6% | Reduced |
| Bragg Financial Advisors, Inc | 2,168 | $406.9K | 0.01% | +41+1.9% | Added |
| Howard Capital Management Inc. | 2,175 | $408.2K | 0.01% | +66+3.1% | Added |
| Regions Financial Corp | 2,176 | $408.4K | 0.00% | −3−0.1% | Reduced |
| Boston Private Wealth LLC | 2,180 | $409.0K | 0.02% | −643−22.8% | Reduced |
| SageView Advisory Group, LLC | 2,184 | $409.8K | 0.01% | +104+5.0% | Added |
| Novare Capital Management LLC | 2,184 | $409.9K | 0.03% | +19+0.9% | Added |
| PFG Investments, LLC | 2,197 | $412.4K | 0.02% | −297−11.9% | Reduced |
| Kaizen Financial Strategies | 2,293 | $414.5K | 0.19% | +6+0.3% | Added |
| Stratos Wealth Advisors, LLC | 2,215 | $415.8K | 0.02% | +129+6.2% | Added |
| Fisher Asset Management, LLC | 2,221 | $416.8K | 0.00% | +2,221 | New |
| Rehmann Capital Advisory Group | 2,228 | $418.3K | 0.02% | −97−4.2% | Reduced |
| Promethium Advisors,llc | 2,244 | $421.1K | 0.24% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,248 | $421.9K | 0.05% | +623+38.3% | Added |
| CWA Asset Management Group, LLC | 2,252 | $422.6K | 0.02% | +194+9.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 2,252 | $422.6K | 0.04% | +900+66.6% | Added |
| Chicago Partners Investment Group LLC | 2,394 | $423.2K | 0.01% | +715+42.6% | Added |
| Quest Partners LLC | 2,272 | $426.4K | 0.03% | −1,283−36.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,278 | $427.5K | 0.05% | +26+1.2% | Added |
| Monument Capital Management | 2,281 | $428.1K | 0.11% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,283 | $428.5K | 0.01% | −2,414−51.4% | Reduced |
| Great Valley Advisor Group, Inc. | 2,308 | $432.7K | 0.01% | −970−29.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 2,331 | $437.4K | 0.02% | −2,130−47.7% | Reduced |
| Titleist Asset Management, LLC | 2,334 | $438.1K | 0.04% | +3+0.1% | Added |
| Fidelis Capital Partners, LLC | 2,344 | $439.9K | 0.03% | +83+3.7% | Added |
| Manchester Capital Management LLC | 2,351 | $441.2K | 0.06% | −14−0.6% | Reduced |
| Vontobel Holding Ltd. | 2,358 | $442.5K | 0.00% | +789+50.3% | Added |
| Embree Financial Group | 2,358 | $442.6K | 0.06% | +36+1.6% | Added |
| Affinity Wealth Management LLC | 2,372 | $445.2K | 0.07% | +28+1.2% | Added |
| S-Bank Fund Management Ltd | 2,373 | $445.3K | 0.06% | −31−1.3% | Reduced |
| Phocas Financial Corp. | 2,376 | $445.9K | 0.06% | −230−8.8% | Reduced |
| Carmel Capital Partners, LLC | 2,379 | $446.5K | 0.19% | −1,828−43.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,383 | $447.2K | 0.01% | −228−8.7% | Reduced |
| Silverleafe Capital Partners, LLC | 2,400 | $450.4K | 0.14% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 2,400 | $450.4K | 0.03% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 2,401 | $450.5K | 0.31% | −19−0.8% | Reduced |
| TownSquare Capital, LLC | 2,425 | $455.1K | 0.07% | −721−22.9% | Reduced |
| Stratos Wealth Partners, LTD. | 2,425 | $455.3K | 0.01% | +525+27.6% | Added |
| Krane Funds Advisors LLC | 2,571 | $455.7K | 0.01% | −353−12.1% | Reduced |
| Ascent Group, LLC | 2,447 | $459.2K | 0.02% | −22−0.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,450 | $459.8K | 0.08% | −20−0.8% | Reduced |
| Baader Bank INC | 2,481 | $463.2K | 0.04% | −1,621−39.5% | Reduced |
| International Assets Investment Management, LLC | 2,840 | $466.5K | 0.04% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 2,500 | $469.2K | 0.09% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,500 | $469.2K | 0.05% | 00.0% | Unchanged |
| Manchester Financial Inc | 2,511 | $471.3K | 0.09% | +490+24.2% | Added |
| Moody Lynn & Lieberson, LLC | 2,526 | $474.1K | 0.03% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 2,531 | $475.0K | 0.00% | +681+36.8% | Added |
| Brown, Lisle/Cummings, Inc. | 2,533 | $475.4K | 0.12% | −95−3.6% | Reduced |
| Bradley Foster & Sargent Inc | 2,535 | $475.7K | 0.01% | −140−5.2% | Reduced |
| Asset Planning,Inc | 2,535 | $475.7K | 0.34% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 2,539 | $476.0K | 0.31% | +14+0.6% | Added |
| Skopos Labs, Inc. | 2,976 | $477.5K | 0.06% | −88−2.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,554 | $479.3K | 0.02% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 2,577 | $483.6K | 0.09% | +2,577 | New |
| Octavia Wealth Advisors, LLC | 2,591 | $486.2K | 0.05% | +19+0.7% | Added |
| Nilsine Partners, LLC | 2,601 | $488.1K | 0.04% | +162+6.6% | Added |
| Daymark Wealth Partners, LLC | 2,606 | $489.0K | 0.02% | +147+6.0% | Added |
| Longfellow Investment Management Co LLC | 2,648 | $496.9K | 0.12% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,649 | $497.1K | 0.20% | −100−3.6% | Reduced |
| Landscape Capital Management, L.L.C. | 2,656 | $498.5K | 0.03% | −1,126−29.8% | Reduced |
| American Investment Services, Inc. | 2,656 | $498.5K | 0.12% | −287−9.8% | Reduced |
| Wealthcare Advisory Partners LLC | 2,660 | $499.2K | 0.01% | −145−5.2% | Reduced |
| HBK Sorce Advisory LLC | 2,809 | $500.9K | 0.01% | +2,809 | New |
| Western Financial Corp | 2,679 | $502.8K | 0.22% | +156+6.2% | Added |
| AE Wealth Management LLC | 2,699 | $506.5K | 0.00% | +123+4.8% | Added |