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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 12,712 | $2.38M | 0.05% | +11,033+657.1% | Added |
| Red Cedar Investment Management, LLC | 12,748 | $2.39M | 0.28% | 00.0% | Unchanged |
| Walleye Capital LLC | 12,754 | $2.39M | 0.02% | +12,754 | New |
| Carret Asset Management, LLC | 12,873 | $2.42M | 0.24% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 12,892 | $2.42M | 0.07% | −215−1.6% | Reduced |
| Cunning Capital Partners, LP | 13,189 | $2.48M | 1.15% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 13,408 | $2.52M | 0.15% | +1,823+15.7% | Added |
| Cascade Investment Group, Inc. | 13,603 | $2.55M | 1.69% | −63−0.5% | Reduced |
| Candriam Luxembourg S.C.A. | 13,798 | $2.59M | 0.01% | −14,048−50.4% | Reduced |
| LSV Asset Management | 13,820 | $2.59M | 0.01% | +13,820 | New |
| New Mexico Educational Retirement Board | 13,895 | $2.61M | 0.08% | −400−2.8% | Reduced |
| Nomura Holdings Inc | 13,966 | $2.62M | 0.01% | +13,966 | New |
| E. Ohman J:or Asset Management AB | 14,100 | $2.65M | 0.06% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 14,871 | $2.69M | 0.07% | +14,871 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 14,384 | $2.70M | 0.02% | −129−0.9% | Reduced |
| Slagle Financial, LLC | 14,458 | $2.71M | 1.00% | +471+3.4% | Added |
| Redmond Asset Management, LLC | 14,495 | $2.72M | 0.67% | −830−5.4% | Reduced |
| Miracle Mile Advisors, LLC | 14,546 | $2.73M | 0.04% | −483−3.2% | Reduced |
| Erste Asset Management GmbH | 15,106 | $2.81M | 0.03% | −8,915−37.1% | Reduced |
| Tocqueville Asset Management L.P. | 14,972 | $2.81M | 0.04% | −25−0.2% | Reduced |
| Financial Management Network Inc | 15,777 | $2.83M | 0.47% | +944+6.4% | Added |
| U S Wealth Group, LLC. | 15,149 | $2.84M | 1.86% | +266+1.8% | Added |
| TCG Advisory Services, LLC | 15,352 | $2.88M | 0.11% | +1,191+8.4% | Added |
| Inspire Trust Co, N.A. | 15,500 | $2.91M | 0.53% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 15,555 | $2.92M | 1.31% | −15,248−49.5% | Reduced |
| Securian Asset Management, Inc | 15,755 | $2.96M | 0.08% | −195−1.2% | Reduced |
| FORA Capital, LLC | 16,035 | $3.01M | 0.53% | +13,552+545.8% | Added |
| Maryland State Retirement & Pension System | 16,325 | $3.06M | 0.06% | +578+3.7% | Added |
| Diversified Trust Co | 16,370 | $3.07M | 0.06% | −4,393−21.2% | Reduced |
| Gulf International Bank (UK) Ltd | 16,588 | $3.11M | 0.10% | −233−1.4% | Reduced |
| iA Global Asset Management Inc. | 16,633 | $3.12M | 0.04% | +1,864+12.6% | Added |
| Blair William & Co | 16,704 | $3.13M | 0.01% | +183+1.1% | Added |
| Lido Advisors, LLC | 16,779 | $3.15M | 0.01% | +4,851+40.7% | Added |
| Equitable Holdings, Inc. | 16,918 | $3.18M | 0.02% | +136+0.8% | Added |
| Louisiana State Employees Retirement System | 17,100 | $3.21M | 0.05% | +900+5.6% | Added |
| Advisors Asset Management, Inc. | 17,269 | $3.24M | 0.06% | −4,660−21.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 17,649 | $3.31M | 0.30% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 17,771 | $3.34M | 0.04% | +1,064+6.4% | Added |
| Spirit of America Management Corp | 17,950 | $3.37M | 0.68% | +350+2.0% | Added |
| Peapack Gladstone Financial Corp | 18,035 | $3.38M | 0.04% | +136+0.8% | Added |
| Del-Sette Capital Management, LLC | 18,049 | $3.39M | 2.11% | +703+4.1% | Added |
| Condor Capital Management | 18,501 | $3.47M | 0.28% | −9,078−32.9% | Reduced |
| Pensionfund Sabic | 18,706 | $3.51M | 0.96% | −1,500−7.4% | Reduced |
| Park Avenue Securities LLC | 18,809 | $3.53M | 0.03% | +1,206+6.9% | Added |
| Hartford Investment Management Co | 19,099 | $3.58M | 0.11% | +638+3.5% | Added |
| 1832 Asset Management L.P. | 19,133 | $3.59M | 0.01% | −2,691−12.3% | Reduced |
| DoubleLine ETF Adviser LP | 19,148 | $3.59M | 1.08% | +1,140+6.3% | Added |
| Ontario Teachers Pension Plan Board | 19,171 | $3.60M | 0.08% | +19,171 | New |
| Integrated Advisors Network LLC | 19,335 | $3.63M | 0.15% | −28−0.1% | Reduced |
| Modern Wealth Management, LLC | 19,597 | $3.68M | 0.07% | −12,019−38.0% | Reduced |
| Plato Investment Management Ltd | 19,853 | $3.70M | 0.25% | +1,835+10.2% | Added |
| Allstate Corp | 19,738 | $3.70M | 0.08% | +12,011+155.4% | Added |
| Quantbot Technologies LP | 19,882 | $3.73M | 0.10% | −4,265−17.7% | Reduced |
| Fifth Third Bancorp | 20,047 | $3.76M | 0.01% | −1,513−7.0% | Reduced |
| Foundations Investment Advisors, LLC | 20,140 | $3.78M | 0.05% | +318+1.6% | Added |
| Kentucky Retirement Systems | 20,341 | $3.82M | 0.11% | −389−1.9% | Reduced |
| Prospera Financial Services Inc | 20,630 | $3.88M | 0.07% | −22−0.1% | Reduced |
| Allworth Financial LP | 21,066 | $3.95M | 0.02% | +72+0.3% | Added |
| GeoWealth Management, LLC | 21,121 | $3.96M | 0.14% | −1,054−4.8% | Reduced |
| CWM, LLC | 21,132 | $3.97M | 0.01% | +8,369+65.6% | Added |
| Jain Global LLC | 21,302 | $4.00M | 0.05% | −46,402−68.5% | Reduced |
| BDF-Gestion | 21,355 | $4.01M | 0.48% | −4,441−17.2% | Reduced |
| Commerce Bank | 21,463 | $4.03M | 0.02% | +530+2.5% | Added |
| Yarbrough Capital, LLC | 21,500 | $4.03M | 0.13% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 21,541 | $4.04M | 0.06% | −18,726−46.5% | Reduced |
| Stevens Capital Management LP | 21,624 | $4.06M | 0.54% | −3,100−12.5% | Reduced |
| Intech Investment Management LLC | 21,673 | $4.07M | 0.04% | −14,012−39.3% | Reduced |
| SAM Advisors, LLC | 21,731 | $4.08M | 1.31% | +89+0.4% | Added |
| American Assets Capital Advisers, LLC | 22,028 | $4.13M | 4.36% | −523−2.3% | Reduced |
| Venture Visionary Partners LLC | 22,159 | $4.16M | 0.14% | +154+0.7% | Added |
| Waterloo Capital, L.P. | 22,174 | $4.16M | 0.31% | +930+4.4% | Added |
| Hamilton Capital Partners Inc. | 22,263 | $4.18M | 0.17% | +2,371+11.9% | Added |
| McGinn Investment Management, Inc. | 22,624 | $4.25M | 2.49% | −7,501−24.9% | Reduced |
| Atria Investments LLC | 22,835 | $4.29M | 0.05% | −1,741−7.1% | Reduced |
| Mizuho Securities USA LLC | 23,779 | $4.30M | 0.09% | +2,579+12.2% | Added |
| Investment Management Corp of Ontario | 23,116 | $4.34M | 0.07% | −2,344−9.2% | Reduced |
| New Insight Wealth Advisors | 23,255 | $4.36M | 1.64% | −6,303−21.3% | Reduced |
| Brookstone Capital Management | 23,623 | $4.43M | 0.05% | +1,189+5.3% | Added |
| Omers Administration Corp | 23,688 | $4.45M | 0.03% | −600−2.5% | Reduced |
| Avanza Fonder AB | 23,797 | $4.47M | 0.12% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 23,819 | $4.47M | 0.31% | +638+2.8% | Added |
| Fiduciary Group LLC | 23,866 | $4.48M | 0.39% | −111−0.5% | Reduced |
| SG Americas Securities, LLC | 23,958 | $4.50M | 0.02% | +14,199+145.5% | Added |
| Teachers Retirement System of the State of Kentucky | 24,010 | $4.51M | 0.03% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 24,102 | $4.52M | 0.34% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 24,211 | $4.54M | 0.07% | +1,561+6.9% | Added |
| CIBC Private Wealth Group, LLC | 24,304 | $4.56M | 0.01% | +4,343+21.8% | Added |
| Sanctuary Advisors, LLC | 24,592 | $4.62M | 0.03% | −6,271−20.3% | Reduced |
| Vinva Investment Management Ltd | 24,919 | $4.63M | 0.09% | +5,896+31.0% | Added |
| M&T Bank Corp | 25,071 | $4.70M | 0.02% | −32,600−56.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 25,191 | $4.73M | 0.01% | +2,891+13.0% | Added |
| Captrust Financial Advisors | 25,486 | $4.78M | 0.01% | +622+2.5% | Added |
| Crossmark Global Holdings, Inc. | 25,808 | $4.84M | 0.07% | −3,132−10.8% | Reduced |
| Toroso Investments, LLC | 25,966 | $4.87M | 0.02% | +2,864+12.4% | Added |
| Naviter Wealth, LLC | 26,388 | $4.95M | 0.58% | +1,307+5.2% | Added |
| tru Independence LLC | 26,440 | $4.96M | 1.29% | +135+0.5% | Added |
| Kepler Cheuvreux (Suisse) SA | 26,537 | $4.98M | 0.27% | +26,537 | New |
| Cornerstone Wealth Group, LLC | 26,801 | $5.03M | 0.34% | +626+2.4% | Added |
| Change Path, LLC | 26,856 | $5.04M | 0.12% | +3,636+15.7% | Added |
| Alberta Investment Management Corp | 27,300 | $5.12M | 0.04% | 00.0% | Unchanged |