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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
Global Retirement Partners, LLC2,074$389.3K0.01%+50+2.5%Added
O'Rourke & Company, Inc2,067$388.0K0.16%+8+0.4%Added
Aptus Capital Advisors, LLC2,065$387.5K0.00%+253+14.0%Added
Alliance Wealth Advisors, LLC2,062$387.0K0.09%+7+0.3%Added
Gateway Investment Advisers LLC2,055$385.7K0.00%+44+2.2%Added
Rockland Trust Co2,050$384.7K0.02%00.0%Unchanged
Birch Financial Group, LLC2,041$383.1K0.23%+2,041New
Lafayette Investments, Inc.2,025$380.0K0.07%00.0%Unchanged
Blueshift Asset Management, LLC2,013$377.8K0.12%−815−28.8%Reduced
J. Team Financial, Inc.2,002$375.8K0.38%+2,002New
Buckingham Strategic Partners2,016$375.6K0.00%+158+8.5%Added
CTC Alternative Strategies, Ltd.2,000$375.3K0.63%+2,000New
VELA Investment Management, LLC1,988$373.1K0.11%−626−23.9%Reduced
4WEALTH Advisors, Inc.1,987$372.8K0.34%+140+7.6%Added
Tradition Wealth Management, LLC1,969$369.5K0.03%+644+48.6%Added
Baker Avenue Asset Management, LP1,964$368.6K0.01%+318+19.3%Added
Childress Capital Advisors, LLC1,934$363.0K0.07%+326+20.3%Added
Caerus Investment Advisors, LLC1,932$362.6K0.15%+1,932New
Optas, LLC1,932$362.6K0.06%+15+0.8%Added
Strategic Blueprint, LLC1,919$360.1K0.02%+1,919New
Fulton Bank, N.A.1,915$359.4K0.01%−120−5.9%Reduced
Cetera Trust Company, N.A1,915$359.4K0.20%00.0%Unchanged
First National Bank1,878$352.4K0.19%+350+22.9%Added
NorthCrest Asset Manangement, LLC1,943$347.6K0.01%+1,943New
Intrust Bank NA1,852$347.6K0.03%−60−3.1%Reduced
ZRC Wealth Management, LLC1,847$346.6K0.12%+28+1.5%Added
Regent Peak Wealth Advisors LLC1,827$342.9K0.07%+1,827New
Fiduciary Trust Co1,817$341.0K0.00%+308+20.4%Added
Avidian Wealth Solutions, LLC1,816$340.8K0.01%+271+17.5%Added
Simplicity Wealth,LLC1,807$339.1K0.02%+1,807New
Quotient Wealth Partners, LLC1,806$338.9K0.01%+7+0.4%Added
Penserra Capital Management LLC1,795$336.0K0.00%+20+1.1%Added
Bard Financial Services, Inc.1,790$335.9K0.04%00.0%Unchanged
Fort Sheridan Advisors LLC1,789$335.7K0.04%00.0%Unchanged
Mesirow Financial Investment Management, Inc.1,782$334.6K0.01%+78+4.6%Added
American State Bank (Iowa)1,779$333.9K0.17%00.0%Unchanged
Coco Enterprises, LLC1,794$333.3K0.18%+3+0.2%Added
Whalerock Point Partners, LLC1,776$333.3K0.07%00.0%Unchanged
Tiaa Trust, National Association1,774$332.9K0.00%+67+3.9%Added
Keel Point, LLC1,769$332.0K0.02%−4−0.2%Reduced
Interchange Capital Partners, LLC1,761$330.5K0.06%+1,761New
Brown Brothers Harriman & Co1,753$329.0K0.00%+819+87.7%Added
Cabot Wealth Management Inc1,745$327.5K0.04%00.0%Unchanged
NBC Securities, Inc.1,742$326.9K0.03%−4−0.2%Reduced
Coppell Advisory Solutions LLC1,758$326.7K0.04%+1,758New
PDS Planning, Inc1,731$324.9K0.02%+49+2.9%Added
Huntleigh Advisors, Inc.1,727$324.1K0.06%−236−12.0%Reduced
IFG Advisory, LLC1,725$323.7K0.01%−154−8.2%Reduced
Kovack Advisors, Inc.1,721$323.0K0.03%−21−1.2%Reduced
MinichMacGregor Wealth Management, LLC1,720$322.8K0.06%−40−2.3%Reduced
Washington Trust Bank1,716$322.0K0.02%+1,716New
Augustine Asset Management Inc1,713$321.5K0.06%+1+0.1%Added
Winthrop Capital Management, LLC1,711$321.0K0.08%+2+0.1%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,710$320.9K0.08%+340+24.8%Added
Gen-Wealth Partners Inc1,708$320.6K0.11%+1,708New
CX Institutional1,707$320.0K0.01%+53+3.2%Added
Breakwater Capital Group1,705$320.0K0.05%+85+5.2%Added
Mission Wealth Management, LP1,704$319.8K0.01%−65−3.7%Reduced
BNP Paribas1,688$316.8K0.01%00.0%Unchanged
Strategic Wealth Designers1,673$314.0K0.03%+1,673New
Gibbs Wealth Management1,672$313.7K0.07%−152−8.3%Reduced
Shelton Capital Management1,662$311.9K0.01%−54−3.1%Reduced
Silvercrest Asset Management Group LLC1,658$311.2K0.00%+68+4.3%Added
Cornerstone Wealth Management, LLC1,657$311.0K0.02%+20+1.2%Added
Hutchens & Kramer Investment Management Group, LLC1,657$310.9K0.12%−194−10.5%Reduced
Synovus Financial Corp1,647$310.6K0.00%+5+0.3%Added
Platform Technology Partners1,647$309.1K0.07%−15−0.9%Reduced
Outlook Wealth Advisors, LLC1,642$308.2K0.08%+1,642New
Strategic Financial Concepts, LLC1,620$304.0K0.04%+72+4.7%Added
Resonant Capital Advisors, LLC1,613$302.7K0.02%+13+0.8%Added
LJI Wealth Management, LLC1,599$300.1K0.05%−250−13.5%Reduced
Ci Investments Inc.1,599$300.0K0.00%+130+8.8%Added
SlateStone Wealth, LLC1,593$299.0K0.03%00.0%Unchanged
Clientfirst Wealth Management, LLC1,593$299.0K0.24%00.0%Unchanged
Icon Wealth Advisors, LLC1,584$297.3K0.02%−236−13.0%Reduced
Patton Fund Management, Inc.1,580$296.5K0.05%00.0%Unchanged
North Star Investment Management Corp.1,560$292.8K0.02%00.0%Unchanged
Catalyst Financial Partners LLC1,550$290.9K0.04%+34+2.2%Added
Heartland Bank & Trust Co1,537$288.4K0.12%−7−0.5%Reduced
Morningstar Investment Management LLC1,531$287.0K0.01%−3,891−71.8%Reduced
Jacobi Capital Management LLC1,524$286.0K0.02%+1+0.1%Added
Krilogy Financial LLC1,572$285.2K0.01%+1,572New
Massmutual Trust Co FSB1,517$284.7K0.01%+80+5.6%Added
Prosperity Consulting Group, LLC1,509$283.2K0.01%+1,509New
Lavaca Capital LLC1,500$281.5K0.05%00.0%Unchanged
Accuvest Global Advisors1,479$278.0K0.17%−77−4.9%Reduced
Csenge Advisory Group1,481$278.0K0.01%+102+7.4%Added
Stillwater Wealth Management Group1,471$276.1K0.19%+1,471New
Schwarz Dygos Wheeler Investment Advisors LLC1,468$275.5K0.06%00.0%Unchanged
Murphy Pohlad Asset Management LLC1,466$275.1K0.11%−70−4.6%Reduced
U.S. Capital Wealth Advisors, LLC1,465$274.9K0.01%+159+12.2%Added
Alta Wealth Advisors LLC1,461$274.2K0.10%00.0%Unchanged
Savvy Advisors, Inc.1,459$273.8K0.01%+1,459New
Washington Trust Co1,454$272.9K0.01%+1,454New
Ronald Blue Trust, Inc.1,444$271.0K0.00%−89−5.8%Reduced
KMG Fiduciary Partners, LLC1,444$271.0K0.02%+5+0.3%Added
Parkside Financial Bank & Trust1,433$268.9K0.02%+13+0.9%Added
Knightsbridge Asset Management, LLC1,424$267.3K0.05%+1,424New
Deseret Mutual Benefit Administrators1,421$266.7K0.11%−201−12.4%Reduced
Meridian Wealth Management, LLC1,486$266.0K0.01%+96+6.9%Added