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 |
|---|---|---|---|---|---|
| Wealth Preservation Advisors, LLC | 8,002 | $1.50M | 0.87% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 7,920 | $1.49M | 0.03% | +696+9.6% | Added |
| Merit Financial Group, LLC | 7,917 | $1.49M | 0.01% | +1,138+16.8% | Added |
| Westerkirk Capital Inc. | 7,900 | $1.48M | 0.17% | 00.0% | Unchanged |
| Presima Inc. | 7,894 | $1.48M | 0.41% | −3,679−31.8% | Reduced |
| Bedel Financial Consulting, Inc. | 7,833 | $1.47M | 0.19% | +275+3.6% | Added |
| SRS Capital Advisors, Inc. | 7,819 | $1.47M | 0.02% | +6,801+668.1% | Added |
| Apollon Wealth Management, LLC | 7,815 | $1.47M | 0.03% | +1,746+28.8% | Added |
| Qtron Investments LLC | 7,798 | $1.46M | 0.18% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 8,036 | $1.46M | 0.02% | +165+2.1% | Added |
| Syon Capital LLC | 7,743 | $1.45M | 0.08% | +158+2.1% | Added |
| Sequoia Financial Advisors, LLC | 7,703 | $1.45M | 0.01% | +1,503+24.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,638 | $1.43M | 0.01% | −1,615−17.5% | Reduced |
| Old Port Advisors | 7,611 | $1.43M | 0.36% | +2,422+46.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,606 | $1.43M | 0.01% | −122−1.6% | Reduced |
| Chung Wu Investment Group, LLC | 7,550 | $1.42M | 1.18% | 00.0% | Unchanged |
| Zimmer Partners, LP | 7,503 | $1.41M | 0.03% | −14,422−65.8% | Reduced |
| Emergent Wealth Advisors, LLC | 7,495 | $1.41M | 0.82% | +557+8.0% | Added |
| Steel Peak Wealth Management LLC | 7,475 | $1.40M | 0.05% | +4,691+168.5% | Added |
| Frank, Rimerman Advisors LLC | 7,420 | $1.39M | 0.09% | −55−0.7% | Reduced |
| KG&L Capital Management,LLC | 7,872 | $1.39M | 0.38% | −365−4.4% | Reduced |
| Everence Capital Management Inc | 7,319 | $1.37M | 0.08% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 7,300 | $1.37M | 0.36% | +600+9.0% | Added |
| Chesapeake Asset Management LLC | 7,200 | $1.35M | 1.20% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 7,192 | $1.35M | 0.11% | −32−0.4% | Reduced |
| one8zero8, LLC | 7,187 | $1.35M | 0.29% | −70−1.0% | Reduced |
| Commerzbank Aktiengesellschaft | 7,170 | $1.35M | 0.03% | +938+15.1% | Added |
| HB Wealth Management, LLC | 7,164 | $1.34M | 0.01% | +1,269+21.5% | Added |
| TrueWealth Advisors, LLC | 7,160 | $1.34M | 0.36% | 00.0% | Unchanged |
| Yelin Lapidot Holdings Management Ltd. | 7,150 | $1.34M | 0.28% | 00.0% | Unchanged |
| Gifford Fong Associates | 7,000 | $1.31M | 0.28% | 00.0% | Unchanged |
| Gabelli Funds LLC | 7,000 | $1.31M | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 6,969 | $1.31M | 0.00% | −215−3.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,942 | $1.30M | 0.00% | −426−5.8% | Reduced |
| Keybank National Association | 6,905 | $1.30M | 0.00% | +212+3.2% | Added |
| Wedmont Private Capital | 7,202 | $1.29M | 0.05% | +162+2.3% | Added |
| Golden State Equity Partners | 6,835 | $1.28M | 0.22% | −1,781−20.7% | Reduced |
| Renaissance Group LLC | 6,820 | $1.28M | 0.05% | −178−2.5% | Reduced |
| Resources Investment Advisors, LLC. | 6,772 | $1.27M | 0.01% | −304−4.3% | Reduced |
| Secured Retirement Advisors, LLC | 6,760 | $1.27M | 0.71% | −245−3.5% | Reduced |
| Jump Financial, LLC | 6,695 | $1.26M | 0.02% | −10,186−60.3% | Reduced |
| Knollwood Investment Advisory, LLC | 6,650 | $1.25M | 0.11% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6,596 | $1.24M | 0.07% | +802+13.8% | Added |
| Wetherby Asset Management Inc | 6,565 | $1.23M | 0.05% | +340+5.5% | Added |
| Portside Wealth Group, LLC | 6,334 | $1.19M | 0.16% | +202+3.3% | Added |
| Marino, Stram & Associates LLC | 6,312 | $1.18M | 0.21% | −19−0.3% | Reduced |
| Benjamin Edwards Inc | 6,281 | $1.18M | 0.01% | +2,165+52.6% | Added |
| Pinnacle Associates Ltd | 6,258 | $1.17M | 0.02% | +928+17.4% | Added |
| Retirement Planning Co of New England, Inc. | 6,253 | $1.17M | 0.47% | −38−0.6% | Reduced |
| MUFG Securities EMEA plc | 6,249 | $1.17M | 0.03% | +5,345+591.3% | Added |
| Novem Group | 6,245 | $1.17M | 0.14% | +168+2.8% | Added |
| Solidarilty Wealth, LLC | 6,216 | $1.17M | 0.25% | +46+0.7% | Added |
| Alpha Cubed Investments, LLC | 6,152 | $1.15M | 0.04% | +2,667+76.5% | Added |
| Diversify Advisory Services, LLC | 6,499 | $1.15M | 0.04% | −2,840−30.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 6,069 | $1.14M | 0.03% | −3,000−33.1% | Reduced |
| Raiffeisen Bank International AG | 6,112 | $1.14M | 0.02% | +3,035+98.6% | Added |
| J.W. Cole Advisors, Inc. | 5,982 | $1.12M | 0.02% | +494+9.0% | Added |
| Larson Financial Group LLC | 5,909 | $1.11M | 0.04% | −1,421−19.4% | Reduced |
| Arkadios Wealth Advisors | 5,870 | $1.10M | 0.03% | +1,586+37.0% | Added |
| Adams Asset Advisors, LLC | 5,789 | $1.09M | 0.14% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 5,773 | $1.08M | 0.21% | +284+5.2% | Added |
| Signaturefd, LLC | 5,733 | $1.08M | 0.02% | +120+2.1% | Added |
| SummitTX Capital, L.P. | 5,701 | $1.07M | 0.04% | −62,472−91.6% | Reduced |
| Ritholtz Wealth Management | 5,671 | $1.06M | 0.02% | −148−2.5% | Reduced |
| Capital International Sarl | 5,648 | $1.06M | 0.02% | +86+1.5% | Added |
| Independent Financial Group, LLC | 5,628 | $1.06M | 0.03% | +100+1.8% | Added |
| Meadowbrook Wealth Management, LLC | 5,570 | $1.05M | 1.09% | +5,570 | New |
| Genesee Capital Advisors, LLC | 5,549 | $1.04M | 0.45% | −107−1.9% | Reduced |
| Investors Research Corp | 5,540 | $1.04M | 0.19% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 5,573 | $1.04M | 0.01% | −19,662−77.9% | Reduced |
| GF Fund Management Co. Ltd. | 5,477 | $1.03M | 0.02% | −277−4.8% | Reduced |
| Sienna Gestion | 5,877 | $1.01M | 0.07% | 00.0% | Unchanged |
| Wedbush Securities Inc | 5,323 | $999.0K | 0.03% | +532+11.1% | Added |
| Aspiriant, LLC | 5,289 | $992.6K | 0.03% | −97−1.8% | Reduced |
| Snowden Capital Advisors LLC | 5,203 | $976.4K | 0.03% | −583−10.1% | Reduced |
| Callan Family Office, LLC | 5,162 | $968.8K | 0.03% | −1,109−17.7% | Reduced |
| Gilman Hill Asset Management, LLC | 5,161 | $968.6K | 0.15% | −470−8.3% | Reduced |
| Radnor Capital Management, LLC | 5,087 | $954.8K | 0.15% | −400−7.3% | Reduced |
| Ellevest, Inc. | 5,083 | $954.0K | 0.14% | +1,722+51.2% | Added |
| Chilton Capital Management LLC | 5,072 | $951.9K | 0.03% | +353+7.5% | Added |
| Insigneo Advisory Services, LLC | 5,058 | $949.2K | 0.07% | +307+6.5% | Added |
| Parallel Advisors, LLC | 5,031 | $944.2K | 0.02% | −315−5.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $943.4K | 0.01% | 00.0% | Unchanged |
| American Assets Inc | 5,000 | $938.4K | 0.30% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,973 | $933.3K | 0.02% | −15−0.3% | Reduced |
| Applied Finance Capital Management, LLC | 4,971 | $932.9K | 0.07% | −755−13.2% | Reduced |
| TBH Global Asset Management, LLC | 4,954 | $929.8K | 0.18% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,928 | $925.0K | 0.04% | +960+24.2% | Added |
| RiverFront Investment Group, LLC | 4,903 | $920.1K | 0.02% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 4,892 | $918.0K | 0.06% | −68−1.4% | Reduced |
| Highline Wealth Partners LLC | 4,866 | $913.1K | 0.25% | +10.0% | Added |
| NorthRock Partners, LLC | 4,845 | $909.3K | 0.02% | +151+3.2% | Added |
| Clarius Group, LLC | 4,827 | $905.9K | 0.05% | −672−12.2% | Reduced |
| Clough Capital Partners L P | 4,800 | $900.8K | 0.08% | −8,800−64.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,761 | $893.5K | 0.02% | −2,503−34.5% | Reduced |
| Everhart Financial Group, Inc. | 4,750 | $891.4K | 0.09% | +808+20.5% | Added |
| MSH Capital Advisors LLC | 4,731 | $887.9K | 0.24% | −1,383−22.6% | Reduced |
| Atom Investors LP | 4,731 | $887.9K | 0.07% | +4,731 | New |
| Kestra Investment Management, LLC | 4,711 | $884.1K | 0.02% | −891−15.9% | Reduced |
| Trust Co of Vermont | 4,709 | $883.7K | 0.04% | −19−0.4% | Reduced |