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 |
|---|---|---|---|---|---|
| McMahon Financial Advisors, LLC | 2,898 | $543.9K | 0.12% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 3,065 | $541.8K | 0.06% | +3,065 | New |
| Stephens Inc | 2,869 | $538.4K | 0.01% | −134−4.5% | Reduced |
| TD Private Client Wealth LLC | 2,861 | $536.9K | 0.01% | −26−0.9% | Reduced |
| EverSource Wealth Advisors, LLC | 2,856 | $536.1K | 0.02% | +259+10.0% | Added |
| Private Trust Co NA | 2,855 | $535.8K | 0.05% | −426−13.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 2,825 | $530.2K | 0.03% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,807 | $526.7K | 0.07% | +2,807 | New |
| Mutual Advisors, LLC | 2,944 | $526.2K | 0.01% | +190+6.9% | Added |
| J. Safra Sarasin Holding AG | 2,799 | $525.3K | 0.01% | −844−23.2% | Reduced |
| Journey Strategic Wealth LLC | 2,793 | $524.2K | 0.01% | −23−0.8% | Reduced |
| Element Wealth, LLC | 2,784 | $522.4K | 0.23% | +20+0.7% | Added |
| TD Waterhouse Canada Inc. | 2,807 | $521.8K | 0.00% | +51+1.9% | Added |
| Lantern Wealth Advisors, LLC | 2,775 | $520.8K | 0.28% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 2,750 | $516.2K | 0.07% | +1,212+78.8% | Added |
| Lazari Capital Management, Inc. | 2,745 | $515.1K | 0.17% | +10.0% | Added |
| William Allan, LLC | 2,744 | $515.0K | 0.29% | +76+2.8% | Added |
| Gables Capital Management Inc. | 2,740 | $514.2K | 0.22% | −200−6.8% | Reduced |
| Paradigm Asset Management Co LLC | 2,735 | $513.3K | 0.12% | 00.0% | Unchanged |
| Rexford Capital Inc | 2,713 | $509.1K | 0.39% | −156−5.4% | Reduced |
| Oak Grove Capital LLC | 2,700 | $506.7K | 0.11% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,699 | $506.5K | 0.00% | +123+4.8% | Added |
| Western Financial Corp | 2,679 | $502.8K | 0.22% | +156+6.2% | Added |
| HBK Sorce Advisory LLC | 2,809 | $500.9K | 0.01% | +2,809 | New |
| Wealthcare Advisory Partners LLC | 2,660 | $499.2K | 0.01% | −145−5.2% | Reduced |
| Landscape Capital Management, L.L.C. | 2,656 | $498.5K | 0.03% | −1,126−29.8% | Reduced |
| American Investment Services, Inc. | 2,656 | $498.5K | 0.12% | −287−9.8% | Reduced |
| Optimum Investment Advisors | 2,649 | $497.1K | 0.20% | −100−3.6% | Reduced |
| Longfellow Investment Management Co LLC | 2,648 | $496.9K | 0.12% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,606 | $489.0K | 0.02% | +147+6.0% | Added |
| Nilsine Partners, LLC | 2,601 | $488.1K | 0.04% | +162+6.6% | Added |
| Octavia Wealth Advisors, LLC | 2,591 | $486.2K | 0.05% | +19+0.7% | Added |
| Schnieders Capital Management, LLC. | 2,577 | $483.6K | 0.09% | +2,577 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,554 | $479.3K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,976 | $477.5K | 0.06% | −88−2.9% | Reduced |
| Lederer & Associates Investment Counsel | 2,539 | $476.0K | 0.31% | +14+0.6% | Added |
| Asset Planning,Inc | 2,535 | $475.7K | 0.34% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 2,535 | $475.7K | 0.01% | −140−5.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,533 | $475.4K | 0.12% | −95−3.6% | Reduced |
| Warren Averett Asset Management, LLC | 2,531 | $475.0K | 0.00% | +681+36.8% | Added |
| Moody Lynn & Lieberson, LLC | 2,526 | $474.1K | 0.03% | 00.0% | Unchanged |
| Manchester Financial Inc | 2,511 | $471.3K | 0.09% | +490+24.2% | Added |
| Financial Sense Advisors, Inc. | 2,500 | $469.2K | 0.09% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,500 | $469.2K | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,840 | $466.5K | 0.04% | 00.0% | Unchanged |
| Baader Bank INC | 2,481 | $463.2K | 0.04% | −1,621−39.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,450 | $459.8K | 0.08% | −20−0.8% | Reduced |
| Ascent Group, LLC | 2,447 | $459.2K | 0.02% | −22−0.9% | Reduced |
| Krane Funds Advisors LLC | 2,571 | $455.7K | 0.01% | −353−12.1% | Reduced |
| Stratos Wealth Partners, LTD. | 2,425 | $455.3K | 0.01% | +525+27.6% | Added |
| TownSquare Capital, LLC | 2,425 | $455.1K | 0.07% | −721−22.9% | Reduced |
| Opinicus Capital, Inc. | 2,401 | $450.5K | 0.31% | −19−0.8% | Reduced |
| Silverleafe Capital Partners, LLC | 2,400 | $450.4K | 0.14% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 2,400 | $450.4K | 0.03% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 2,383 | $447.2K | 0.01% | −228−8.7% | Reduced |
| Carmel Capital Partners, LLC | 2,379 | $446.5K | 0.19% | −1,828−43.5% | Reduced |
| Phocas Financial Corp. | 2,376 | $445.9K | 0.06% | −230−8.8% | Reduced |
| S-Bank Fund Management Ltd | 2,373 | $445.3K | 0.06% | −31−1.3% | Reduced |
| Affinity Wealth Management LLC | 2,372 | $445.2K | 0.07% | +28+1.2% | Added |
| Embree Financial Group | 2,358 | $442.6K | 0.06% | +36+1.6% | Added |
| Vontobel Holding Ltd. | 2,358 | $442.5K | 0.00% | +789+50.3% | Added |
| Manchester Capital Management LLC | 2,351 | $441.2K | 0.06% | −14−0.6% | Reduced |
| Fidelis Capital Partners, LLC | 2,344 | $439.9K | 0.03% | +83+3.7% | Added |
| Titleist Asset Management, LLC | 2,334 | $438.1K | 0.04% | +3+0.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,331 | $437.4K | 0.02% | −2,130−47.7% | Reduced |
| Great Valley Advisor Group, Inc. | 2,308 | $432.7K | 0.01% | −970−29.6% | Reduced |
| Bryn Mawr Trust Co | 2,283 | $428.5K | 0.01% | −2,414−51.4% | Reduced |
| Monument Capital Management | 2,281 | $428.1K | 0.11% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 2,278 | $427.5K | 0.05% | +26+1.2% | Added |
| Quest Partners LLC | 2,272 | $426.4K | 0.03% | −1,283−36.1% | Reduced |
| Chicago Partners Investment Group LLC | 2,394 | $423.2K | 0.01% | +715+42.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 2,252 | $422.6K | 0.04% | +900+66.6% | Added |
| CWA Asset Management Group, LLC | 2,252 | $422.6K | 0.02% | +194+9.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,248 | $421.9K | 0.05% | +623+38.3% | Added |
| Promethium Advisors,llc | 2,244 | $421.1K | 0.24% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 2,228 | $418.3K | 0.02% | −97−4.2% | Reduced |
| Fisher Asset Management, LLC | 2,221 | $416.8K | 0.00% | +2,221 | New |
| Stratos Wealth Advisors, LLC | 2,215 | $415.8K | 0.02% | +129+6.2% | Added |
| Kaizen Financial Strategies | 2,293 | $414.5K | 0.19% | +6+0.3% | Added |
| PFG Investments, LLC | 2,197 | $412.4K | 0.02% | −297−11.9% | Reduced |
| Novare Capital Management LLC | 2,184 | $409.9K | 0.03% | +19+0.9% | Added |
| SageView Advisory Group, LLC | 2,184 | $409.8K | 0.01% | +104+5.0% | Added |
| Boston Private Wealth LLC | 2,180 | $409.0K | 0.02% | −643−22.8% | Reduced |
| Regions Financial Corp | 2,176 | $408.4K | 0.00% | −3−0.1% | Reduced |
| Howard Capital Management Inc. | 2,175 | $408.2K | 0.01% | +66+3.1% | Added |
| Bragg Financial Advisors, Inc | 2,168 | $406.9K | 0.01% | +41+1.9% | Added |
| Modera Wealth Management, LLC | 2,166 | $406.6K | 0.00% | −312−12.6% | Reduced |
| GTS Securities LLC | 2,157 | $404.8K | 0.02% | −1,722−44.4% | Reduced |
| Umb Bank N A | 2,155 | $404.4K | 0.01% | +41+1.9% | Added |
| Personal Cfo Solutions, LLC | 2,143 | $402.3K | 0.07% | −453−17.4% | Reduced |
| Castle Rock Wealth Management, LLC | 2,170 | $400.1K | 0.09% | −53−2.4% | Reduced |
| Gryphon Financial Partners LLC | 2,132 | $400.1K | 0.05% | +220+11.5% | Added |
| Two Sigma Advisers, LP | 2,100 | $394.1K | 0.00% | −5,600−72.7% | Reduced |
| Greenland Capital Management LP | 2,100 | $394.1K | 0.06% | +2,100 | New |
| LRI Investments, LLC | 2,089 | $392.1K | 0.03% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,089 | $392.0K | 0.02% | −3,577−63.1% | Reduced |
| Conning Inc. | 2,089 | $392.0K | 0.01% | 00.0% | Unchanged |
| BSW Wealth Partners | 2,088 | $391.8K | 0.05% | +513+32.6% | Added |
| Samalin Investment Counsel, LLC | 2,084 | $391.1K | 0.13% | −91−4.2% | Reduced |
| Wesbanco Bank Inc | 2,076 | $389.6K | 0.01% | +2,076 | New |