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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 4,174 | $783.3K | 0.03% | −331−7.3% | Reduced |
| Hilltop Holdings Inc. | 4,259 | $799.4K | 0.04% | −190−4.3% | Reduced |
| Monetary Management Group Inc | 4,325 | $811.7K | 0.19% | −450−9.4% | Reduced |
| Michels Family Financial, LLC | 4,333 | $813.2K | 0.63% | −138−3.1% | Reduced |
| Pensionmark Financial Group, LLC | 4,349 | $816.2K | 0.02% | −8−0.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,362 | $818.6K | 0.04% | +84+2.0% | Added |
| Prestige Wealth Management Group LLC | 4,376 | $821.2K | 0.16% | +132+3.1% | Added |
| LDR Capital Management LLC | 4,419 | $829.3K | 1.22% | +4,419 | New |
| Howard Capital Management Group, LLC | 4,439 | $833.1K | 0.05% | +2,949+197.9% | Added |
| Checchi Capital Advisers, LLC | 4,444 | $834.0K | 0.06% | −1,382−23.7% | Reduced |
| Invst, LLC | 4,458 | $836.6K | 0.10% | −123−2.7% | Reduced |
| National Asset Management, Inc. | 4,467 | $838.4K | 0.04% | −419−8.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,490 | $842.6K | 0.08% | 00.0% | Unchanged |
| Veridan Wealth LLC | 4,510 | $846.4K | 0.29% | +4,510 | New |
| Ballentine Partners, LLC | 4,531 | $850.3K | 0.01% | −44−1.0% | Reduced |
| Siemens Fonds Invest GmbH | 4,553 | $854.5K | 0.05% | −59−1.3% | Reduced |
| Farther Finance Advisors, LLC | 4,582 | $859.8K | 0.01% | +1,050+29.7% | Added |
| Atomi Financial Group, Inc. | 4,605 | $864.3K | 0.03% | −911−16.5% | Reduced |
| Cascade Financial Partners, LLC | 4,615 | $866.1K | 0.10% | +222+5.1% | Added |
| CFM Wealth Partners LLC | 4,630 | $868.8K | 0.13% | −4,084−46.9% | Reduced |
| Tritonpoint Wealth, LLC | 4,703 | $882.5K | 0.08% | +1,041+28.4% | Added |
| Trust Co of Vermont | 4,709 | $883.7K | 0.04% | −19−0.4% | Reduced |
| Kestra Investment Management, LLC | 4,711 | $884.1K | 0.02% | −891−15.9% | Reduced |
| MSH Capital Advisors LLC | 4,731 | $887.9K | 0.24% | −1,383−22.6% | Reduced |
| Atom Investors LP | 4,731 | $887.9K | 0.07% | +4,731 | New |
| Everhart Financial Group, Inc. | 4,750 | $891.4K | 0.09% | +808+20.5% | Added |
| Vestmark Advisory Solutions, Inc. | 4,761 | $893.5K | 0.02% | −2,503−34.5% | Reduced |
| Clough Capital Partners L P | 4,800 | $900.8K | 0.08% | −8,800−64.7% | Reduced |
| Clarius Group, LLC | 4,827 | $905.9K | 0.05% | −672−12.2% | Reduced |
| NorthRock Partners, LLC | 4,845 | $909.3K | 0.02% | +151+3.2% | Added |
| Highline Wealth Partners LLC | 4,866 | $913.1K | 0.25% | +10.0% | Added |
| Regal Investment Advisors LLC | 4,892 | $918.0K | 0.06% | −68−1.4% | Reduced |
| RiverFront Investment Group, LLC | 4,903 | $920.1K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,928 | $925.0K | 0.04% | +960+24.2% | Added |
| TBH Global Asset Management, LLC | 4,954 | $929.8K | 0.18% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 4,971 | $932.9K | 0.07% | −755−13.2% | Reduced |
| Evergreen Capital Management LLC | 4,973 | $933.3K | 0.02% | −15−0.3% | Reduced |
| American Assets Inc | 5,000 | $938.4K | 0.30% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $943.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,031 | $944.2K | 0.02% | −315−5.9% | Reduced |
| Insigneo Advisory Services, LLC | 5,058 | $949.2K | 0.07% | +307+6.5% | Added |
| Chilton Capital Management LLC | 5,072 | $951.9K | 0.03% | +353+7.5% | Added |
| Ellevest, Inc. | 5,083 | $954.0K | 0.14% | +1,722+51.2% | Added |
| Radnor Capital Management, LLC | 5,087 | $954.8K | 0.15% | −400−7.3% | Reduced |
| Gilman Hill Asset Management, LLC | 5,161 | $968.6K | 0.15% | −470−8.3% | Reduced |
| Callan Family Office, LLC | 5,162 | $968.8K | 0.03% | −1,109−17.7% | Reduced |
| Snowden Capital Advisors LLC | 5,203 | $976.4K | 0.03% | −583−10.1% | Reduced |
| Aspiriant, LLC | 5,289 | $992.6K | 0.03% | −97−1.8% | Reduced |
| Wedbush Securities Inc | 5,323 | $999.0K | 0.03% | +532+11.1% | Added |
| Sienna Gestion | 5,877 | $1.01M | 0.07% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 5,477 | $1.03M | 0.02% | −277−4.8% | Reduced |
| Mediolanum International Funds Ltd | 5,573 | $1.04M | 0.01% | −19,662−77.9% | Reduced |
| Investors Research Corp | 5,540 | $1.04M | 0.19% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 5,549 | $1.04M | 0.45% | −107−1.9% | Reduced |
| Meadowbrook Wealth Management, LLC | 5,570 | $1.05M | 1.09% | +5,570 | New |
| Independent Financial Group, LLC | 5,628 | $1.06M | 0.03% | +100+1.8% | Added |
| Capital International Sarl | 5,648 | $1.06M | 0.02% | +86+1.5% | Added |
| Ritholtz Wealth Management | 5,671 | $1.06M | 0.02% | −148−2.5% | Reduced |
| SummitTX Capital, L.P. | 5,701 | $1.07M | 0.04% | −62,472−91.6% | Reduced |
| Signaturefd, LLC | 5,733 | $1.08M | 0.02% | +120+2.1% | Added |
| Marshall Financial Group LLC | 5,773 | $1.08M | 0.21% | +284+5.2% | Added |
| Adams Asset Advisors, LLC | 5,789 | $1.09M | 0.14% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,870 | $1.10M | 0.03% | +1,586+37.0% | Added |
| Larson Financial Group LLC | 5,909 | $1.11M | 0.04% | −1,421−19.4% | Reduced |
| J.W. Cole Advisors, Inc. | 5,982 | $1.12M | 0.02% | +494+9.0% | Added |
| Raiffeisen Bank International AG | 6,112 | $1.14M | 0.02% | +3,035+98.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 6,069 | $1.14M | 0.03% | −3,000−33.1% | Reduced |
| Diversify Advisory Services, LLC | 6,499 | $1.15M | 0.04% | −2,840−30.4% | Reduced |
| Alpha Cubed Investments, LLC | 6,152 | $1.15M | 0.04% | +2,667+76.5% | Added |
| Solidarilty Wealth, LLC | 6,216 | $1.17M | 0.25% | +46+0.7% | Added |
| Novem Group | 6,245 | $1.17M | 0.14% | +168+2.8% | Added |
| MUFG Securities EMEA plc | 6,249 | $1.17M | 0.03% | +5,345+591.3% | Added |
| Retirement Planning Co of New England, Inc. | 6,253 | $1.17M | 0.47% | −38−0.6% | Reduced |
| Pinnacle Associates Ltd | 6,258 | $1.17M | 0.02% | +928+17.4% | Added |
| Benjamin Edwards Inc | 6,281 | $1.18M | 0.01% | +2,165+52.6% | Added |
| Marino, Stram & Associates LLC | 6,312 | $1.18M | 0.21% | −19−0.3% | Reduced |
| Portside Wealth Group, LLC | 6,334 | $1.19M | 0.16% | +202+3.3% | Added |
| Wetherby Asset Management Inc | 6,565 | $1.23M | 0.05% | +340+5.5% | Added |
| GAMMA Investing LLC | 6,596 | $1.24M | 0.07% | +802+13.8% | Added |
| Knollwood Investment Advisory, LLC | 6,650 | $1.25M | 0.11% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,695 | $1.26M | 0.02% | −10,186−60.3% | Reduced |
| Secured Retirement Advisors, LLC | 6,760 | $1.27M | 0.71% | −245−3.5% | Reduced |
| Resources Investment Advisors, LLC. | 6,772 | $1.27M | 0.01% | −304−4.3% | Reduced |
| Renaissance Group LLC | 6,820 | $1.28M | 0.05% | −178−2.5% | Reduced |
| Golden State Equity Partners | 6,835 | $1.28M | 0.22% | −1,781−20.7% | Reduced |
| Wedmont Private Capital | 7,202 | $1.29M | 0.05% | +162+2.3% | Added |
| Keybank National Association | 6,905 | $1.30M | 0.00% | +212+3.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,942 | $1.30M | 0.00% | −426−5.8% | Reduced |
| Assenagon Asset Management S.A. | 6,969 | $1.31M | 0.00% | −215−3.0% | Reduced |
| Gabelli Funds LLC | 7,000 | $1.31M | 0.01% | 00.0% | Unchanged |
| Gifford Fong Associates | 7,000 | $1.31M | 0.28% | 00.0% | Unchanged |
| Yelin Lapidot Holdings Management Ltd. | 7,150 | $1.34M | 0.28% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 7,160 | $1.34M | 0.36% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 7,164 | $1.34M | 0.01% | +1,269+21.5% | Added |
| Commerzbank Aktiengesellschaft | 7,170 | $1.35M | 0.03% | +938+15.1% | Added |
| one8zero8, LLC | 7,187 | $1.35M | 0.29% | −70−1.0% | Reduced |
| Kinneret Advisory, LLC | 7,192 | $1.35M | 0.11% | −32−0.4% | Reduced |
| Chesapeake Asset Management LLC | 7,200 | $1.35M | 1.20% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 7,300 | $1.37M | 0.36% | +600+9.0% | Added |
| Everence Capital Management Inc | 7,319 | $1.37M | 0.08% | 00.0% | Unchanged |