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 |
|---|---|---|---|---|---|
| Barry Investment Advisors, LLC | 1,417 | $265.9K | 0.06% | +10+0.7% | Added |
| Johnson Financial Group, Inc. | 1,413 | $265.2K | 0.01% | +824+139.9% | Added |
| Vicus Capital | 1,385 | $260.0K | 0.02% | −85−5.8% | Reduced |
| Alta Advisers Ltd | 1,385 | $259.9K | 0.08% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,374 | $258.0K | 0.01% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 1,366 | $256.4K | 0.05% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,356 | $254.5K | 0.01% | −98−6.7% | Reduced |
| Moors & Cabot, Inc. | 1,354 | $254.1K | 0.01% | +4+0.3% | Added |
| Great Lakes Advisors, LLC | 1,351 | $253.6K | 0.00% | −410−23.3% | Reduced |
| Silver Lake Group, L.L.C. | 1,350 | $253.4K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 1,347 | $252.8K | 0.00% | −97−6.7% | Reduced |
| Wealthspire Advisors, LLC | 1,337 | $250.8K | 0.00% | +66+5.2% | Added |
| MASTERINVEST Kapitalanlage GmbH | 1,310 | $245.8K | 0.02% | +1,310 | New |
| First Foundation Advisors | 1,307 | $245.3K | 0.01% | +3+0.2% | Added |
| Koshinski Asset Management, Inc. | 1,305 | $244.9K | 0.02% | +1,305 | New |
| Stock Yards Bank & Trust Co | 1,298 | $243.6K | 0.01% | −285−18.0% | Reduced |
| Sittner & Nelson, LLC | 1,294 | $242.8K | 0.09% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,290 | $242.0K | 0.01% | +1,226+1,915.6% | Added |
| Caxton Associates LLP | 1,287 | $241.5K | 0.01% | +1,287 | New |
| Johnson Investment Counsel Inc | 1,282 | $240.6K | 0.00% | −192−13.0% | Reduced |
| Ridgewood Investments LLC | 1,280 | $240.2K | 0.10% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,275 | $239.3K | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,263 | $237.0K | 0.02% | −1,977−61.0% | Reduced |
| AMG National Trust Bank | 1,255 | $235.5K | 0.01% | −355−22.0% | Reduced |
| EPG Wealth Management LLC | 1,254 | $235.3K | 0.06% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 1,250 | $234.5K | 0.10% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 1,247 | $234.2K | 0.04% | +1,247 | New |
| MRP Capital Investments, LLC | 1,450 | $233.1K | 0.20% | −25−1.7% | Reduced |
| Armis Advisers, LLC | 1,316 | $232.5K | 0.02% | −2−0.2% | Reduced |
| Gamco Investors, Inc. Et Al | 1,230 | $230.8K | 0.00% | +1,230 | New |
| Virtus ETF Advisers LLC | 1,230 | $230.8K | 0.13% | +1,230 | New |
| Cornerstone Advisory, LLC | 1,224 | $229.7K | 0.02% | −473−27.9% | Reduced |
| Cladis Investment Advisory, LLC | 1,500 | $228.3K | 0.13% | +1,500 | New |
| Empower Advisory Group, LLC | 1,205 | $226.1K | 0.00% | +1,205 | New |
| Quad-Cities Investment Group, LLC | 1,204 | $225.9K | 0.10% | +1,204 | New |
| Central Trust Co | 1,203 | $225.8K | 0.00% | +41+3.5% | Added |
| Pure Financial Advisors, Inc. | 1,199 | $225.0K | 0.00% | −86−6.7% | Reduced |
| Flputnam Investment Management Co | 1,197 | $224.7K | 0.00% | +1,197 | New |
| Hilltop National Bank | 1,193 | $223.9K | 0.06% | 00.0% | Unchanged |
| First Manhattan Co | 1,190 | $223.4K | 0.00% | +1,190 | New |
| Chancellor Financial Group WB LP | 1,185 | $222.4K | 0.16% | +1,185 | New |
| Visionary Wealth Advisors | 1,185 | $222.3K | 0.01% | +1,185 | New |
| Activest Wealth Management | 1,179 | $221.3K | 0.04% | +26+2.3% | Added |
| Leo Wealth, LLC | 1,174 | $220.3K | 0.03% | −233−16.6% | Reduced |
| Black Diamond Financial, LLC | 1,170 | $219.5K | 0.02% | +1,170 | New |
| Cidel Asset Management Inc | 1,169 | $219.4K | 0.01% | +1,169 | New |
| Haverford Trust Co | 1,159 | $217.5K | 0.00% | +1,159 | New |
| Argonautica Private Wealth Management, Inc | 1,158 | $217.3K | 0.06% | +1,158 | New |
| GW Henssler & Associates Ltd | 1,157 | $217.1K | 0.01% | +1,157 | New |
| WMG Financial Advisors, LLC | 1,156 | $216.9K | 0.07% | +1,156 | New |
| Bullock Wealth Management Group | 1,165 | $216.5K | 0.11% | −2−0.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,151 | $216.0K | 0.01% | −349−23.3% | Reduced |
| Longboard Asset Management, LP | 1,149 | $215.6K | 0.35% | +1,149 | New |
| Argyle Capital Partners, LLC | 1,147 | $215.3K | 0.15% | +1,147 | New |
| Biltmore Wealth Management, LLC | 1,139 | $213.8K | 0.08% | +1,139 | New |
| NCM Capital Management, LLC | 1,127 | $211.5K | 0.08% | +1,127 | New |
| Godshalk Welsh Capital Management, Inc. | 1,125 | $211.1K | 0.12% | −400−26.2% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 1,125 | $211.1K | 0.04% | +1,125 | New |
| Lake Street Financial LLC | 1,124 | $211.0K | 0.03% | +1,124 | New |
| a16z Perennial Management, L.P. | 1,123 | $210.8K | 0.02% | +1,123 | New |
| Texas Bank & Trust Co | 1,122 | $210.6K | 0.08% | +1,122 | New |
| New Republic Capital, LLC | 1,122 | $210.6K | 0.06% | +1,122 | New |
| JB Capital LLC | 1,122 | $210.5K | 0.01% | +1,122 | New |
| Skyline Advisors, Inc. | 1,113 | $208.8K | 0.07% | +1,113 | New |
| MidWestOne Financial Group, Inc. | 1,109 | $208.1K | 0.03% | +1,109 | New |
| Westwood Holdings Group Inc. | 1,092 | $205.0K | 0.00% | +1,092 | New |
| Focus Financial Network, Inc. | 1,088 | $204.1K | 0.01% | +1,088 | New |
| Crestwood Advisors Group LLC | 1,071 | $201.0K | 0.00% | +1,071 | New |
| TCI Wealth Advisors, Inc. | 1,069 | $200.6K | 0.01% | +1,069 | New |
| Carnegie Capital Asset Management, LLC | 1,069 | $200.6K | 0.00% | −500−31.9% | Reduced |
| Brass Tax Wealth Management, Inc | 1,068 | $200.4K | 0.03% | +1,068 | New |
| Moneta Group Investment Advisors LLC | 1,067 | $200.3K | 0.00% | +1,067 | New |
| Cromwell Holdings LLC | 1,067 | $200.2K | 0.11% | 00.0% | Unchanged |
| TFC Financial Management | 1,056 | $198.2K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,049 | $196.8K | 0.02% | −105−9.1% | Reduced |
| Motco | 1,038 | $194.8K | 0.02% | −14−1.3% | Reduced |
| Vestor Capital, LLC | 1,000 | $188.0K | 0.01% | +677+209.6% | Added |
| AllSquare Wealth Management LLC | 1,000 | $187.7K | 0.10% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 971 | $182.2K | 0.08% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 959 | $180.0K | 0.01% | +74+8.4% | Added |
| Newbridge Financial Services Group, Inc. | 925 | $173.7K | 0.03% | +1+0.1% | Added |
| West Family Investments, Inc. | 19,162 | $167.7K | 0.04% | +19,162 | New |
| Global X Japan Co., Ltd. | 886 | $166.3K | 0.01% | −150−14.5% | Reduced |
| Onefund, LLC | 881 | $165.3K | 0.11% | +30+3.5% | Added |
| Hantz Financial Services, Inc. | 880 | $165.0K | 0.00% | −26−2.9% | Reduced |
| Catalyst Capital Advisors LLC | 869 | $163.1K | 0.00% | −38−4.2% | Reduced |
| Essential Partners LLC | 864 | $162.2K | 0.05% | +662+327.7% | Added |
| Clear Street Markets LLC | 864 | $162.1K | 0.05% | +657+317.4% | Added |
| Stelac Advisory Services LLC | 833 | $156.3K | 0.05% | −60−6.7% | Reduced |
| Thompson Investment Management, Inc. | 827 | $155.2K | 0.02% | −270−24.6% | Reduced |
| Clearstead Advisors, LLC | 825 | $154.8K | 0.00% | +88+11.9% | Added |
| Rosenberg Matthew Hamilton | 824 | $154.6K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 821 | $154.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 802 | $150.5K | 0.00% | +49+6.5% | Added |
| Versant Capital Management, Inc | 801 | $150.3K | 0.02% | −187−18.9% | Reduced |
| FNY Investment Advisers, LLC | 800 | $150.0K | 0.05% | +800 | New |
| ORG Partners LLC | 798 | $149.8K | 0.03% | +52+7.0% | Added |
| Centaurus Financial, Inc. | 783 | $147.0K | 0.01% | −341−30.3% | Reduced |
| CVA Family Office, LLC | 747 | $140.2K | 0.02% | +3+0.4% | Added |
| Sentry Investment Management LLC | 781 | $139.0K | 0.09% | −163−17.3% | Reduced |