Skip to main content

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.

Institutional holdersQ3 2025: 1,221 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ3 2025: $54.5B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$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.

Institutions holding SPG in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Sagard Holdings Management Inc.105$19.7K0.10%00.0%Unchanged
Westside Investment Management, Inc.102$18.9K0.00%+51+100.0%Added
Webster Bank, N. A.100$18.8K0.00%−100−50.0%Reduced
WFA of San Diego, LLC100$18.8K0.01%−18−15.3%Reduced
First United Bank Trust100$18.8K0.01%00.0%Unchanged
Pacific Center for Financial Services99$18.6K0.00%00.0%Unchanged
Financial Management Professionals, Inc.97$18.2K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.100$18.1K0.00%00.0%Unchanged
Hemington Wealth Management97$18.0K0.00%+13+15.5%Added
JPL Wealth Management, LLC89$16.7K0.00%+89New
Park Square Financial Group, LLC80$15.0K0.06%−84−51.2%Reduced
Pinnacle Bancorp, Inc.80$15.0K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC80$15.0K0.00%00.0%Unchanged
Imprint Wealth LLC80$15.0K0.05%+80New
Barnes Dennig Private Wealth Management LLC78$14.6K0.02%−13−14.3%Reduced
Center for Financial Planning, Inc.76$14.3K0.00%00.0%Unchanged
Wolff Wiese Magana LLC76$14.3K0.01%00.0%Unchanged
Private Wealth Management Group, LLC75$14.1K0.00%00.0%Unchanged
Avion Wealth76$14.0K0.00%+9+13.4%Added
Kayne Anderson Rudnick Investment Management LLC74$13.9K0.00%−1−1.3%Reduced
Asset Dedication, LLC73$13.7K0.00%00.0%Unchanged
High Note Wealth, LLC73$13.7K0.00%+24+49.0%Added
Murphy & Mullick Capital Management Corp77$13.3K0.01%00.0%Unchanged
Howard Hughes Medical Institute70$13.1K0.01%+4+6.1%Added
Hollencrest Capital Management70$13.1K0.00%−4−5.4%Reduced
West Branch Capital LLC69$12.9K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC69$12.9K0.01%00.0%Unchanged
Westfuller Advisors, LLC68$12.8K0.01%+68New
American Wealth Advisors, LLC68$12.8K0.01%+68New
Financial Life Planners60$11.3K0.01%+60New
Strategic Wealth Partners, Ltd.58$10.9K0.00%+38+190.0%Added
Redmont Wealth Advisors LLC56$10.5K0.01%00.0%Unchanged
LOM Asset Management Ltd55$10.0K0.00%−45−45.0%Reduced
Anfield Capital Management, LLC53$9.95K0.00%00.0%Unchanged
South State Corp.52$9.76K0.00%−30−36.6%Reduced
Oakworth Capital, Inc.52$9.76K0.00%00.0%Unchanged
Wall Street Access Asset Management, LLC52$9.76K0.00%+52New
Financial Perspectives, Inc52$9.69K0.00%00.0%Unchanged
Dynamic Wealth Strategies, LLC51$9.57K0.01%+16+45.7%Added
Godsey & Gibb Associates50$9.38K0.00%00.0%Unchanged
Bangor Savings Bank50$9.38K0.00%00.0%Unchanged
Colonial Trust Advisors50$9.38K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC48$9.01K0.00%+48New
Orion Capital Management LLC47$8.76K0.00%+16+51.6%Added
Gold Investment Management Ltd.45$8.45K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC44$8.26K0.00%00.0%Unchanged
Aspect Partners, LLC43$8.07K0.00%+5+13.2%Added
MJT & Associates Financial Advisory Group, Inc.41$7.70K0.01%+34+485.7%Added
N.E.W. Advisory Services LLC40$7.51K0.00%00.0%Unchanged
Adirondack Trust Co40$7.51K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.38$7.13K0.00%00.0%Unchanged
IMG Wealth Management, Inc.38$7.13K0.00%00.0%Unchanged
T. Rowe Price Investment Management, Inc.37$7.00K0.00%+37New
Sachetta, LLC37$6.94K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC37$6.94K0.00%00.0%Unchanged
Kilter Group LLC34$6.38K0.00%+10+41.7%Added
Creative Capital Management Investments LLC33$6.19K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.32$5.91K0.00%+30+1,500.0%Added
Mark Sheptoff Financial Planning, LLC31$5.82K0.00%−12−27.9%Reduced
Marquette Asset Management, LLC31$5.82K0.00%+31New
Smallwood Wealth Investment Management, LLC30$5.63K0.00%00.0%Unchanged
Country Trust Bank29$5.44K0.00%+9+45.0%Added
Dunhill Financial, LLC28$5.29K0.00%00.0%Unchanged
Addison Advisors LLC28$5.25K0.00%00.0%Unchanged
Financial Consulate, Inc27$5.07K0.00%+27New
S&T Bank27$5.07K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.27$5.05K0.00%00.0%Unchanged
Ogorek Anthony Joseph30$5.00K0.00%+2+7.1%Added
CBIZ Investment Advisory Services, LLC26$4.88K0.00%+3+13.0%Added
American National Bank25$4.69K0.00%00.0%Unchanged
Independence Bank of Kentucky25$4.69K0.00%00.0%Unchanged
Binnacle Investments Inc25$4.69K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC24$4.50K0.00%+2+9.1%Added
Red Tortoise LLC23$4.32K0.00%00.0%Unchanged
HM Payson & Co22$4.13K0.00%00.0%Unchanged
Archer Investment Corp22$4.04K0.00%−1,599−98.6%Reduced
Tortoise Investment Management, LLC19$3.57K0.00%+6+46.2%Added
Davis Capital Management19$3.57K0.00%+19New
McIlrath & Eck, LLC18$3.38K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC18$3.38K0.00%+16+800.0%Added
Manning & Napier Advisors LLC18$3.38K0.00%+18New
ESL Trust Services, LLC18$3.38K0.00%+18New
MCF Advisors LLC17$3.19K0.00%+17New
Costello Asset Management, INC17$3.19K0.00%−79−82.3%Reduced
Bare Financial Services, Inc17$3.19K0.00%00.0%Unchanged
Darwin Advisors, LLC17$3.19K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC17$3.11K0.00%+1+6.3%Added
Retirement Wealth Solutions LLC16$3.10K0.00%+16Added
Rialto Wealth Management, LLC15$2.82K0.00%+7+87.5%Added
Quest 10 Wealth Builders, Inc.15$2.81K0.00%00.0%Unchanged
Caldwell Trust Co15$2.81K0.00%00.0%Unchanged
Guerra Advisors Inc15$2.81K0.00%+15New
Clark Wealth Partners15$2.78K0.00%00.0%Unchanged
Core Alternative Capital14$2.63K0.00%00.0%Unchanged
Evergreen Private Wealth LLC14$2.63K0.00%00.0%Unchanged
Wealth Watch Advisors, INC13$2.44K0.00%+13New
Alerus Financial NA12$2.25K0.00%00.0%Unchanged
Texas Capital Bancshares Inc12$2.25K0.00%+12New
Horizon Financial Services, LLC12$2.25K0.00%+12New
Cloud Capital Management, LLC13$2.00K0.00%+13New