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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 33,033 | $6.20M | 0.03% | +4,589+16.1% | Added |
| Northwestern Mutual Wealth Management Co | 32,776 | $6.15M | 0.00% | −173−0.5% | Reduced |
| Nordea Investment Management AB | 32,810 | $6.11M | 0.01% | +3,029+10.2% | Added |
| CWM Advisors, LLC | 32,454 | $6.09M | 0.59% | −883−2.6% | Reduced |
| Man Group plc | 32,388 | $6.08M | 0.01% | −3,065−8.6% | Reduced |
| Concurrent Investment Advisors, LLC | 32,240 | $6.05M | 0.10% | −11,610−26.5% | Reduced |
| Sheets Smith Wealth Management | 32,170 | $6.04M | 0.68% | −1,663−4.9% | Reduced |
| Union Bancaire Privee, UBP SA | 32,100 | $5.95M | 0.12% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 30,689 | $5.76M | 0.01% | +6,026+24.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 32,024 | $5.73M | 0.01% | +101+0.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 30,100 | $5.65M | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 29,938 | $5.62M | 0.02% | −452−1.5% | Reduced |
| Vident Advisory, LLC | 29,427 | $5.52M | 0.05% | −2,715−8.4% | Reduced |
| D.A. Davidson & Co. | 29,268 | $5.49M | 0.04% | −212−0.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 29,061 | $5.45M | 0.69% | +1,825+6.7% | Added |
| Truvestments Capital LLC | 28,865 | $5.42M | 0.98% | −818−2.8% | Reduced |
| Vanderbilt University | 28,647 | $5.38M | 0.89% | −594−2.0% | Reduced |
| Beacon Pointe Advisors, LLC | 28,628 | $5.37M | 0.05% | −2,845−9.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 28,566 | $5.36M | 0.02% | +25,311+777.6% | Added |
| Bruni J V & Co | 28,093 | $5.27M | 0.53% | −1,089−3.7% | Reduced |
| Adviser Investments LLC | 27,396 | $5.14M | 0.06% | −34,377−55.7% | Reduced |
| Alberta Investment Management Corp | 27,300 | $5.12M | 0.04% | 00.0% | Unchanged |
| Change Path, LLC | 26,856 | $5.04M | 0.12% | +3,636+15.7% | Added |
| Cornerstone Wealth Group, LLC | 26,801 | $5.03M | 0.34% | +626+2.4% | Added |
| Kepler Cheuvreux (Suisse) SA | 26,537 | $4.98M | 0.27% | +26,537 | New |
| tru Independence LLC | 26,440 | $4.96M | 1.29% | +135+0.5% | Added |
| Naviter Wealth, LLC | 26,388 | $4.95M | 0.58% | +1,307+5.2% | Added |
| Toroso Investments, LLC | 25,966 | $4.87M | 0.02% | +2,864+12.4% | Added |
| Crossmark Global Holdings, Inc. | 25,808 | $4.84M | 0.07% | −3,132−10.8% | Reduced |
| Captrust Financial Advisors | 25,486 | $4.78M | 0.01% | +622+2.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 25,191 | $4.73M | 0.01% | +2,891+13.0% | Added |
| M&T Bank Corp | 25,071 | $4.70M | 0.02% | −32,600−56.5% | Reduced |
| Vinva Investment Management Ltd | 24,919 | $4.63M | 0.09% | +5,896+31.0% | Added |
| Sanctuary Advisors, LLC | 24,592 | $4.62M | 0.03% | −6,271−20.3% | Reduced |
| CIBC Private Wealth Group, LLC | 24,304 | $4.56M | 0.01% | +4,343+21.8% | Added |
| Advisory Services Network, LLC | 24,211 | $4.54M | 0.07% | +1,561+6.9% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 24,102 | $4.52M | 0.34% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 24,010 | $4.51M | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 23,958 | $4.50M | 0.02% | +14,199+145.5% | Added |
| Fiduciary Group LLC | 23,866 | $4.48M | 0.39% | −111−0.5% | Reduced |
| Soltis Investment Advisors LLC | 23,819 | $4.47M | 0.31% | +638+2.8% | Added |
| Avanza Fonder AB | 23,797 | $4.47M | 0.12% | 00.0% | Unchanged |
| Omers Administration Corp | 23,688 | $4.45M | 0.03% | −600−2.5% | Reduced |
| Brookstone Capital Management | 23,623 | $4.43M | 0.05% | +1,189+5.3% | Added |
| New Insight Wealth Advisors | 23,255 | $4.36M | 1.64% | −6,303−21.3% | Reduced |
| Investment Management Corp of Ontario | 23,116 | $4.34M | 0.07% | −2,344−9.2% | Reduced |
| Mizuho Securities USA LLC | 23,779 | $4.30M | 0.09% | +2,579+12.2% | Added |
| Atria Investments LLC | 22,835 | $4.29M | 0.05% | −1,741−7.1% | Reduced |
| McGinn Investment Management, Inc. | 22,624 | $4.25M | 2.49% | −7,501−24.9% | Reduced |
| Hamilton Capital Partners Inc. | 22,263 | $4.18M | 0.17% | +2,371+11.9% | Added |
| Waterloo Capital, L.P. | 22,174 | $4.16M | 0.31% | +930+4.4% | Added |
| Venture Visionary Partners LLC | 22,159 | $4.16M | 0.14% | +154+0.7% | Added |
| American Assets Capital Advisers, LLC | 22,028 | $4.13M | 4.36% | −523−2.3% | Reduced |
| SAM Advisors, LLC | 21,731 | $4.08M | 1.31% | +89+0.4% | Added |
| Intech Investment Management LLC | 21,673 | $4.07M | 0.04% | −14,012−39.3% | Reduced |
| Stevens Capital Management LP | 21,624 | $4.06M | 0.54% | −3,100−12.5% | Reduced |
| Brevan Howard Capital Management LP | 21,541 | $4.04M | 0.06% | −18,726−46.5% | Reduced |
| Yarbrough Capital, LLC | 21,500 | $4.03M | 0.13% | 00.0% | Unchanged |
| Commerce Bank | 21,463 | $4.03M | 0.02% | +530+2.5% | Added |
| BDF-Gestion | 21,355 | $4.01M | 0.48% | −4,441−17.2% | Reduced |
| Jain Global LLC | 21,302 | $4.00M | 0.05% | −46,402−68.5% | Reduced |
| CWM, LLC | 21,132 | $3.97M | 0.01% | +8,369+65.6% | Added |
| GeoWealth Management, LLC | 21,121 | $3.96M | 0.14% | −1,054−4.8% | Reduced |
| Allworth Financial LP | 21,066 | $3.95M | 0.02% | +72+0.3% | Added |
| Prospera Financial Services Inc | 20,630 | $3.88M | 0.07% | −22−0.1% | Reduced |
| Kentucky Retirement Systems | 20,341 | $3.82M | 0.11% | −389−1.9% | Reduced |
| Foundations Investment Advisors, LLC | 20,140 | $3.78M | 0.05% | +318+1.6% | Added |
| Fifth Third Bancorp | 20,047 | $3.76M | 0.01% | −1,513−7.0% | Reduced |
| Quantbot Technologies LP | 19,882 | $3.73M | 0.10% | −4,265−17.7% | Reduced |
| Allstate Corp | 19,738 | $3.70M | 0.08% | +12,011+155.4% | Added |
| Plato Investment Management Ltd | 19,853 | $3.70M | 0.25% | +1,835+10.2% | Added |
| Modern Wealth Management, LLC | 19,597 | $3.68M | 0.07% | −12,019−38.0% | Reduced |
| Integrated Advisors Network LLC | 19,335 | $3.63M | 0.15% | −28−0.1% | Reduced |
| Ontario Teachers Pension Plan Board | 19,171 | $3.60M | 0.08% | +19,171 | New |
| DoubleLine ETF Adviser LP | 19,148 | $3.59M | 1.08% | +1,140+6.3% | Added |
| 1832 Asset Management L.P. | 19,133 | $3.59M | 0.01% | −2,691−12.3% | Reduced |
| Hartford Investment Management Co | 19,099 | $3.58M | 0.11% | +638+3.5% | Added |
| Park Avenue Securities LLC | 18,809 | $3.53M | 0.03% | +1,206+6.9% | Added |
| Pensionfund Sabic | 18,706 | $3.51M | 0.96% | −1,500−7.4% | Reduced |
| Condor Capital Management | 18,501 | $3.47M | 0.28% | −9,078−32.9% | Reduced |
| Del-Sette Capital Management, LLC | 18,049 | $3.39M | 2.11% | +703+4.1% | Added |
| Peapack Gladstone Financial Corp | 18,035 | $3.38M | 0.04% | +136+0.8% | Added |
| Spirit of America Management Corp | 17,950 | $3.37M | 0.68% | +350+2.0% | Added |
| RSM US Wealth Management LLC | 17,771 | $3.34M | 0.04% | +1,064+6.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 17,649 | $3.31M | 0.30% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 17,269 | $3.24M | 0.06% | −4,660−21.3% | Reduced |
| Louisiana State Employees Retirement System | 17,100 | $3.21M | 0.05% | +900+5.6% | Added |
| Equitable Holdings, Inc. | 16,918 | $3.18M | 0.02% | +136+0.8% | Added |
| Lido Advisors, LLC | 16,779 | $3.15M | 0.01% | +4,851+40.7% | Added |
| Blair William & Co | 16,704 | $3.13M | 0.01% | +183+1.1% | Added |
| iA Global Asset Management Inc. | 16,633 | $3.12M | 0.04% | +1,864+12.6% | Added |
| Gulf International Bank (UK) Ltd | 16,588 | $3.11M | 0.10% | −233−1.4% | Reduced |
| Diversified Trust Co | 16,370 | $3.07M | 0.06% | −4,393−21.2% | Reduced |
| Maryland State Retirement & Pension System | 16,325 | $3.06M | 0.06% | +578+3.7% | Added |
| FORA Capital, LLC | 16,035 | $3.01M | 0.53% | +13,552+545.8% | Added |
| Securian Asset Management, Inc | 15,755 | $2.96M | 0.08% | −195−1.2% | Reduced |
| Lodestone Wealth Management LLC | 15,555 | $2.92M | 1.31% | −15,248−49.5% | Reduced |
| Inspire Trust Co, N.A. | 15,500 | $2.91M | 0.53% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 15,352 | $2.88M | 0.11% | +1,191+8.4% | Added |
| U S Wealth Group, LLC. | 15,149 | $2.84M | 1.86% | +266+1.8% | Added |