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 |
|---|---|---|---|---|---|
| KG&L Capital Management,LLC | 7,872 | $1.39M | 0.38% | −365−4.4% | Reduced |
| Frank, Rimerman Advisors LLC | 7,420 | $1.39M | 0.09% | −55−0.7% | Reduced |
| Steel Peak Wealth Management LLC | 7,475 | $1.40M | 0.05% | +4,691+168.5% | Added |
| Emergent Wealth Advisors, LLC | 7,495 | $1.41M | 0.82% | +557+8.0% | Added |
| Zimmer Partners, LP | 7,503 | $1.41M | 0.03% | −14,422−65.8% | Reduced |
| Chung Wu Investment Group, LLC | 7,550 | $1.42M | 1.18% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 7,606 | $1.43M | 0.01% | −122−1.6% | Reduced |
| Old Port Advisors | 7,611 | $1.43M | 0.36% | +2,422+46.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,638 | $1.43M | 0.01% | −1,615−17.5% | Reduced |
| Sequoia Financial Advisors, LLC | 7,703 | $1.45M | 0.01% | +1,503+24.2% | Added |
| Syon Capital LLC | 7,743 | $1.45M | 0.08% | +158+2.1% | Added |
| NewEdge Wealth, LLC | 8,036 | $1.46M | 0.02% | +165+2.1% | Added |
| Qtron Investments LLC | 7,798 | $1.46M | 0.18% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 7,815 | $1.47M | 0.03% | +1,746+28.8% | Added |
| SRS Capital Advisors, Inc. | 7,819 | $1.47M | 0.02% | +6,801+668.1% | Added |
| Bedel Financial Consulting, Inc. | 7,833 | $1.47M | 0.19% | +275+3.6% | Added |
| Presima Inc. | 7,894 | $1.48M | 0.41% | −3,679−31.8% | Reduced |
| Westerkirk Capital Inc. | 7,900 | $1.48M | 0.17% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 7,917 | $1.49M | 0.01% | +1,138+16.8% | Added |
| Perigon Wealth Management, LLC | 7,920 | $1.49M | 0.03% | +696+9.6% | Added |
| Wealth Preservation Advisors, LLC | 8,002 | $1.50M | 0.87% | 00.0% | Unchanged |
| Mark Asset Management LP | 8,095 | $1.52M | 0.16% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 8,221 | $1.54M | 0.04% | −195−2.3% | Reduced |
| Sigma Planning Corp | 8,251 | $1.55M | 0.04% | +5,226+172.8% | Added |
| InTrack Investment Management Inc | 8,272 | $1.55M | 0.93% | +1,404+20.4% | Added |
| Legacy Wealth Asset Management, LLC | 8,283 | $1.55M | 0.38% | −5,485−39.8% | Reduced |
| Coldstream Capital Management Inc | 8,297 | $1.56M | 0.02% | +1,253+17.8% | Added |
| Donoghue Forlines LLC | 8,300 | $1.56M | 0.48% | −924−10.0% | Reduced |
| Guggenheim Capital LLC | 8,435 | $1.58M | 0.01% | −2,911−25.7% | Reduced |
| Horizon Investments, LLC | 8,499 | $1.60M | 0.02% | +488+6.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,526 | $1.60M | 0.11% | −272−3.1% | Reduced |
| Principal Securities, Inc. | 8,542 | $1.60M | 0.03% | +541+6.8% | Added |
| Affinity Investment Advisors, LLC | 8,546 | $1.60M | 1.09% | −10−0.1% | Reduced |
| Custom Index Systems, LLC | 8,618 | $1.62M | 0.48% | +2,937+51.7% | Added |
| MUFG Securities Americas Inc. | 8,804 | $1.65M | 0.11% | +2,004+29.5% | Added |
| Oppenheimer Asset Management Inc. | 8,862 | $1.66M | 0.02% | −2,680−23.2% | Reduced |
| Perpetual Ltd | 8,935 | $1.68M | 0.02% | −155−1.7% | Reduced |
| Convergence Investment Partners, LLC | 8,971 | $1.68M | 0.38% | +1,347+17.7% | Added |
| Greenleaf Trust | 9,021 | $1.69M | 0.02% | −57−0.6% | Reduced |
| Palogic Value Management, L.P. | 9,029 | $1.69M | 0.72% | +222+2.5% | Added |
| Cullen Capital Management LLC | 9,398 | $1.76M | 0.02% | −498−5.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 9,419 | $1.77M | 0.89% | +9,419 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,519 | $1.79M | 0.01% | −29,941−75.9% | Reduced |
| Cresset Asset Management, LLC | 9,540 | $1.79M | 0.01% | +217+2.3% | Added |
| Sowell Financial Services LLC | 9,632 | $1.81M | 0.07% | +336+3.6% | Added |
| Stamos Capital Partners, L.P. | 9,684 | $1.82M | 0.34% | −6,608−40.6% | Reduced |
| Tower Research Capital LLC (TRC) | 9,789 | $1.84M | 0.05% | −8,499−46.5% | Reduced |
| Tema ETFs LLC | 9,802 | $1.84M | 0.15% | +9,802 | New |
| Meeder Advisory Services, Inc. | 9,953 | $1.87M | 0.09% | +579+6.2% | Added |
| Two Sigma Securities, LLC | 10,058 | $1.89M | 0.28% | +10,058 | New |
| Integrated Wealth Concepts LLC | 10,135 | $1.90M | 0.02% | +592+6.2% | Added |
| Mystic Asset Management, Inc. | 10,182 | $1.91M | 0.43% | +112+1.1% | Added |
| Diligent Investors, LLC | 10,216 | $1.92M | 0.48% | −6−0.1% | Reduced |
| Morangie Management LLC | 10,272 | $1.93M | 1.66% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 10,280 | $1.93M | 0.10% | +204+2.0% | Added |
| Norden Group LLC | 10,280 | $1.93M | 0.20% | +11+0.1% | Added |
| We Are One Seven, LLC | 10,370 | $1.95M | 0.04% | +7,531+265.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,405 | $1.95M | 0.03% | +617+6.3% | Added |
| Jeppson Wealth Management, LLC | 10,509 | $1.97M | 0.63% | −275−2.6% | Reduced |
| Lincluden Management Ltd | 10,519 | $1.97M | 0.22% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 10,608 | $1.99M | 1.21% | −35−0.3% | Reduced |
| Squarepoint Ops LLC | 10,622 | $1.99M | 0.00% | −180,401−94.4% | Reduced |
| Catalytic Wealth RIA, LLC | 10,630 | $1.99M | 0.07% | +3,100+41.2% | Added |
| BCGM Wealth Management, LLC | 10,631 | $2.00M | 0.52% | +545+5.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,648 | $2.00M | 0.07% | −41−0.4% | Reduced |
| Howland Capital Management LLC | 10,682 | $2.00M | 0.08% | −806−7.0% | Reduced |
| Brinker Capital Investments, LLC | 10,693 | $2.01M | 0.02% | +1,066+11.1% | Added |
| Sarasin & Partners LLP | 10,813 | $2.01M | 0.02% | −23,519−68.5% | Reduced |
| Quadrant Capital Group LLC | 10,735 | $2.01M | 0.07% | +53+0.5% | Added |
| DRW Securities, LLC | 10,622 | $2.02M | 0.10% | +7,723+266.4% | Added |
| Oddo BHF Asset Management SAS | 10,807 | $2.03M | 0.08% | +132+1.2% | Added |
| UBS Asset Management Americas Inc | 10,824 | $2.03M | 0.00% | −429,671−97.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,837 | $2.03M | 0.07% | +24+0.2% | Added |
| Agf Management Ltd | 10,873 | $2.04M | 0.01% | −732−6.3% | Reduced |
| Harvest Portfolios Group Inc. | 10,898 | $2.05M | 0.04% | +264+2.5% | Added |
| Pinebridge Investments, L.P. | 10,899 | $2.05M | 0.02% | −35,510−76.5% | Reduced |
| Arbor Capital Management Inc | 11,246 | $2.09M | 1.68% | −404−3.5% | Reduced |
| ING Groep NV | 11,208 | $2.10M | 0.01% | −29,166−72.2% | Reduced |
| Bridgewater Associates, LP | 11,229 | $2.11M | 0.01% | +11,229 | New |
| Steward Partners Investment Advisory, LLC | 11,231 | $2.11M | 0.01% | +749+7.1% | Added |
| Cary Street Partners Financial LLC | 11,337 | $2.13M | 0.06% | −120−1.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,636 | $2.18M | 0.02% | −28,102−70.7% | Reduced |
| Wellington Shields Capital Management, LLC | 11,680 | $2.19M | 0.33% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 11,859 | $2.23M | 0.64% | +418+3.7% | Added |
| M&G Plc | 11,858 | $2.23M | 0.01% | +10,619+857.1% | Added |
| Gotham Asset Management, LLC | 11,980 | $2.25M | 0.01% | +9,127+319.9% | Added |
| AG2R la Mondiale Gestion D'Actifs | 13,999 | $2.25M | 0.12% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 12,011 | $2.25M | 0.26% | −53−0.4% | Reduced |
| Alpine Woods Capital Investors, LLC | 12,122 | $2.27M | 0.53% | −339−2.7% | Reduced |
| CCM Investment Advisers LLC | 12,180 | $2.29M | 0.23% | −275−2.2% | Reduced |
| Ossiam | 12,252 | $2.30M | 0.03% | +3,356+37.7% | Added |
| BLI - Banque de Luxembourg Investments | 12,500 | $2.33M | 0.07% | −18,300−59.4% | Reduced |
| Assetmark, Inc | 12,438 | $2.33M | 0.01% | +855+7.4% | Added |
| Jaffetilchin Investment Partners, LLC | 12,439 | $2.33M | 0.14% | −244−1.9% | Reduced |
| Hudson Canyon Capital Management | 13,245 | $2.34M | 1.34% | −453−3.3% | Reduced |
| United Capital Financial Advisers, LLC | 12,483 | $2.34M | 0.02% | −181−1.4% | Reduced |
| Kestra Private Wealth Services, LLC | 12,548 | $2.35M | 0.03% | −4,791−27.6% | Reduced |
| Cim, LLC | 12,573 | $2.36M | 0.31% | −154−1.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 12,728 | $2.37M | 0.10% | +9,482+292.1% | Added |
| Tower Bridge Advisors | 12,650 | $2.37M | 0.24% | +200+1.6% | Added |