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 |
|---|---|---|---|---|---|
| Oak Grove Capital LLC | 2,700 | $506.7K | 0.11% | 00.0% | Unchanged |
| Rexford Capital Inc | 2,713 | $509.1K | 0.39% | −156−5.4% | Reduced |
| Paradigm Asset Management Co LLC | 2,735 | $513.3K | 0.12% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,740 | $514.2K | 0.22% | −200−6.8% | Reduced |
| William Allan, LLC | 2,744 | $515.0K | 0.29% | +76+2.8% | Added |
| Lazari Capital Management, Inc. | 2,745 | $515.1K | 0.17% | +10.0% | Added |
| Triad Wealth Partners, LLC | 2,750 | $516.2K | 0.07% | +1,212+78.8% | Added |
| Lantern Wealth Advisors, LLC | 2,775 | $520.8K | 0.28% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,807 | $521.8K | 0.00% | +51+1.9% | Added |
| Element Wealth, LLC | 2,784 | $522.4K | 0.23% | +20+0.7% | Added |
| Journey Strategic Wealth LLC | 2,793 | $524.2K | 0.01% | −23−0.8% | Reduced |
| J. Safra Sarasin Holding AG | 2,799 | $525.3K | 0.01% | −844−23.2% | Reduced |
| Mutual Advisors, LLC | 2,944 | $526.2K | 0.01% | +190+6.9% | Added |
| Legacy Financial Advisors, Inc. | 2,807 | $526.7K | 0.07% | +2,807 | New |
| Mogy Joel R Investment Counsel Inc | 2,825 | $530.2K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 2,855 | $535.8K | 0.05% | −426−13.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,856 | $536.1K | 0.02% | +259+10.0% | Added |
| TD Private Client Wealth LLC | 2,861 | $536.9K | 0.01% | −26−0.9% | Reduced |
| Stephens Inc | 2,869 | $538.4K | 0.01% | −134−4.5% | Reduced |
| Cheviot Value Management, LLC | 3,065 | $541.8K | 0.06% | +3,065 | New |
| McMahon Financial Advisors, LLC | 2,898 | $543.9K | 0.12% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 2,913 | $546.8K | 0.09% | −44−1.5% | Reduced |
| Brighton Jones LLC | 2,925 | $549.0K | 0.01% | +679+30.2% | Added |
| Fulcrum Capital LLC | 2,929 | $549.7K | 0.11% | +237+8.8% | Added |
| First National Bank Sioux Falls | 2,935 | $550.8K | 0.17% | −6−0.2% | Reduced |
| ORG Wealth Partners, LLC | 2,939 | $552.2K | 0.12% | −36−1.2% | Reduced |
| Strategic Advocates LLC | 2,947 | $553.1K | 0.14% | +92+3.2% | Added |
| Welch Group, LLC | 2,976 | $558.4K | 0.02% | +4+0.1% | Added |
| Adams Wealth Management | 2,988 | $560.8K | 0.12% | −493−14.2% | Reduced |
| CacheTech Inc. | 2,988 | $560.8K | 0.11% | −493−14.2% | Reduced |
| Ofi Invest Asset Management | 3,512 | $560.9K | 0.01% | −240−6.4% | Reduced |
| Rakuten Investment Management, Inc. | 4,796 | $561.3K | 0.00% | +4,796 | New |
| Oxford Financial Group Ltd | 2,997 | $562.5K | 0.03% | +61+2.1% | Added |
| Roble, Belko & Company, Inc | 3,000 | $563.0K | 0.08% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 3,000 | $563.0K | 0.32% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,000 | $563.0K | 0.10% | 00.0% | Unchanged |
| Pitcairn Co | 3,005 | $563.9K | 0.04% | −700−18.9% | Reduced |
| GWN Securities Inc. | 2,990 | $564.7K | 0.13% | −806−21.2% | Reduced |
| Mather Group, LLC. | 3,023 | $567.3K | 0.01% | +7+0.2% | Added |
| Diversify Wealth Management, LLC | 3,214 | $567.8K | 0.03% | +168+5.5% | Added |
| Capital Investment Advisors, LLC | 3,049 | $572.1K | 0.01% | +19+0.6% | Added |
| Arete Wealth Advisors, LLC | 3,059 | $573.0K | 0.04% | +144+4.9% | Added |
| Spire Wealth Management | 3,084 | $578.8K | 0.02% | −2,930−48.7% | Reduced |
| First Dallas Securities Inc. | 3,100 | $581.8K | 0.22% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 3,100 | $581.8K | 0.02% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 3,100 | $581.8K | 0.27% | 00.0% | Unchanged |
| Argentarii, LLC | 3,134 | $588.2K | 0.25% | −658−17.4% | Reduced |
| Cigna Investments Inc | 3,137 | $589.0K | 0.08% | 00.0% | Unchanged |
| Groupama Asset Managment | 3,169 | $594.7K | 0.01% | −6,899−68.5% | Reduced |
| WealthTrust Axiom LLC | 3,200 | $600.5K | 0.16% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,205 | $601.5K | 0.02% | −1,076−25.1% | Reduced |
| United Advisor Group, LLC | 3,205 | $601.5K | 0.08% | +37+1.2% | Added |
| Reuter James Wealth Management, LLC | 3,225 | $605.2K | 0.09% | 00.0% | Unchanged |
| TTP Investments, Inc. | 3,275 | $605.8K | 0.18% | −184−5.3% | Reduced |
| Premier Path Wealth Partners, LLC | 3,245 | $608.9K | 0.08% | +13+0.4% | Added |
| Prime Capital Investment Advisors, LLC | 3,250 | $609.8K | 0.01% | −54−1.6% | Reduced |
| Flow Traders U.S. LLC | 3,285 | $616.0K | 0.02% | +3,285 | New |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $619.3K | 0.16% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,376 | $633.6K | 0.02% | +80+2.4% | Added |
| Yoffe Investment Management, LLC | 3,383 | $634.9K | 0.83% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,386 | $635.4K | 0.04% | +469+16.1% | Added |
| Purkiss Capital Advisors LLC | 3,459 | $649.1K | 0.31% | +253+7.9% | Added |
| Sagespring Wealth Partners, LLC | 3,465 | $650.3K | 0.01% | +338+10.8% | Added |
| Schulhoff & Co Inc | 3,531 | $662.7K | 0.28% | −33−0.9% | Reduced |
| Balyasny Asset Management LLC | 3,532 | $662.9K | 0.00% | −127,147−97.3% | Reduced |
| Bearing Point Capital, LLC | 3,572 | $670.4K | 0.12% | 00.0% | Unchanged |
| Wealth Alliance | 3,583 | $672.3K | 0.07% | −262−6.8% | Reduced |
| Autumn Glory Partners, LLC | 3,585 | $672.8K | 0.28% | 00.0% | Unchanged |
| Nabity-Jensen Investment Management Inc | 3,590 | $673.7K | 0.47% | −475−11.7% | Reduced |
| Rothschild Investment LLC | 3,595 | $674.7K | 0.04% | +6+0.2% | Added |
| Sunbelt Securities, Inc. | 3,599 | $675.4K | 0.05% | −345−8.7% | Reduced |
| Alteri Wealth LLC | 3,620 | $679.4K | 0.23% | +251+7.5% | Added |
| L2 Asset Management, LLC | 3,697 | $693.8K | 0.10% | +399+12.1% | Added |
| Pallas Capital Advisors LLC | 3,702 | $694.8K | 0.03% | −84−2.2% | Reduced |
| Savant Capital, LLC | 3,707 | $695.8K | 0.00% | +10+0.3% | Added |
| Sound View Wealth Advisors Group, LLC | 3,712 | $696.6K | 0.05% | −20−0.5% | Reduced |
| RS Crum Inc. | 3,726 | $699.3K | 0.16% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 3,747 | $703.2K | 0.11% | −29−0.8% | Reduced |
| Summit Financial, LLC | 3,765 | $706.5K | 0.01% | −10−0.3% | Reduced |
| Intrua Financial, LLC | 3,789 | $711.0K | 0.08% | +1,701+81.5% | Added |
| JDM Financial Group LLC | 3,822 | $717.4K | 0.30% | +465+13.9% | Added |
| Davenport & Co LLC | 3,898 | $731.5K | 0.00% | −3,620−48.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,910 | $733.8K | 0.03% | +207+5.6% | Added |
| IHT Wealth Management, LLC | 3,913 | $734.3K | 0.02% | −121−3.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,916 | $734.9K | 0.06% | +345+9.7% | Added |
| Beacon Investment Advisors LLC | 3,918 | $735.3K | 0.30% | +42+1.1% | Added |
| GKV Capital Management Co., Inc. | 3,920 | $735.7K | 0.29% | +50+1.3% | Added |
| White Pine Capital LLC | 3,954 | $742.0K | 0.21% | +455+13.0% | Added |
| Vise Technologies, Inc. | 3,958 | $742.7K | 0.03% | −1,129−22.2% | Reduced |
| Joel Isaacson & Co., LLC | 3,978 | $746.6K | 0.03% | 00.0% | Unchanged |
| Strathmore Capital Advisors, Inc. | 3,999 | $750.5K | 0.31% | −216−5.1% | Reduced |
| Manske Wealth Management | 4,000 | $750.6K | 0.23% | −162−3.9% | Reduced |
| Inspire Advisors, LLC | 4,014 | $753.3K | 0.07% | +229+6.1% | Added |
| VestGen Advisors, LLC | 4,022 | $754.8K | 0.03% | +4,022 | New |
| HighPoint Advisor Group LLC | 4,023 | $755.0K | 0.04% | +484+13.7% | Added |
| Sumitomo Life Insurance Co | 4,070 | $763.8K | 0.02% | −165−3.9% | Reduced |
| Future Financial Wealth Managment LLC | 4,079 | $765.5K | 0.48% | +7+0.2% | Added |
| Smartleaf Asset Management LLC | 4,120 | $765.8K | 0.05% | +1,694+69.8% | Added |
| SkyView Investment Advisors, LLC | 4,079 | $766.0K | 0.10% | −38−0.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,115 | $772.3K | 0.04% | −211−4.9% | Reduced |