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, Q4 2025
Institutional positions in Simon Property Group Inc. as of Dec 31, 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
- 1,289
- +87 vs. Q3 2025
- Shares held
- 293.6M
- +3.72M (+1.3%) vs. Q3 2025
- Total value
- $54.3B
- −$33.1M (−0.1%) vs. Q3 2025
- New holders
- 162
- 496 more added
- Sold out
- 75
- 412 more reduced
19 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spirit of America Management Corp | 16,850 | $3.12M | 0.66% | −1,100−6.1% | Reduced |
| Lido Advisors, LLC | 17,111 | $3.21M | 0.01% | +332+2.0% | Added |
| Peapack Gladstone Financial Corp | 17,700 | $3.28M | 0.04% | −335−1.9% | Reduced |
| Equitable Holdings, Inc. | 17,792 | $3.29M | 0.02% | +874+5.2% | Added |
| MidFirst Bank | 18,700 | $3.46M | 0.28% | +18,700 | New |
| Pensionfund Sabic | 18,706 | $3.46M | 0.94% | 00.0% | Unchanged |
| Hartford Investment Management Co | 18,807 | $3.48M | 0.10% | −292−1.5% | Reduced |
| Del-Sette Capital Management, LLC | 18,860 | $3.49M | 2.15% | +811+4.5% | Added |
| Modern Wealth Management, LLC | 19,085 | $3.53M | 0.06% | −512−2.6% | Reduced |
| Fifth Third Bancorp | 19,151 | $3.55M | 0.01% | −896−4.5% | Reduced |
| Integrated Advisors Network LLC | 19,217 | $3.56M | 0.16% | −118−0.6% | Reduced |
| Verition Fund Management LLC | 19,377 | $3.59M | 0.02% | −72,020−78.8% | Reduced |
| New Insight Wealth Advisors | 19,523 | $3.61M | 1.29% | −3,732−16.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 19,642 | $3.64M | 0.08% | +19,642 | New |
| Foundations Investment Advisors, LLC | 19,655 | $3.64M | 0.05% | −485−2.4% | Reduced |
| Park Avenue Securities LLC | 19,841 | $3.67M | 0.03% | +1,032+5.5% | Added |
| BDF-Gestion | 20,021 | $3.71M | 0.46% | −1,334−6.2% | Reduced |
| DoubleLine ETF Adviser LP | 20,257 | $3.75M | 1.12% | +1,109+5.8% | Added |
| Kentucky Retirement Systems | 20,341 | $3.77M | 0.10% | 00.0% | Unchanged |
| Jain Global LLC | 20,791 | $3.85M | 0.04% | −511−2.4% | Reduced |
| Donoghue Forlines LLC | 20,799 | $3.85M | 1.19% | +12,499+150.6% | Added |
| Allworth Financial LP | 20,823 | $3.85M | 0.02% | −243−1.2% | Reduced |
| Prospera Financial Services Inc | 20,919 | $3.88M | 0.06% | +289+1.4% | Added |
| GeoWealth Management, LLC | 21,065 | $3.90M | 0.14% | −56−0.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 21,249 | $3.93M | 0.31% | +3,600+20.4% | Added |
| Yarbrough Capital, LLC | 21,500 | $3.98M | 0.12% | 00.0% | Unchanged |
| Atria Investments LLC | 21,658 | $4.01M | 0.05% | −1,177−5.2% | Reduced |
| Commerce Bank | 21,687 | $4.01M | 0.02% | +224+1.0% | Added |
| SAM Advisors, LLC | 21,738 | $4.02M | 1.27% | +70.0% | Added |
| L & S Advisors Inc | 21,922 | $4.06M | 0.38% | +21,922 | New |
| CWM, LLC | 22,490 | $4.16M | 0.01% | +1,358+6.4% | Added |
| Benson Wealth Management INC | 22,609 | $4.19M | 4.66% | +22,609 | New |
| McGinn Investment Management, Inc. | 22,668 | $4.20M | 2.44% | +44+0.2% | Added |
| Waterloo Capital, L.P. | 22,823 | $4.22M | 0.30% | +649+2.9% | Added |
| Captrust Financial Advisors | 23,016 | $4.26M | 0.01% | −2,470−9.7% | Reduced |
| Venture Visionary Partners LLC | 23,014 | $4.30M | 0.14% | +855+3.9% | Added |
| Fiduciary Group LLC | 23,288 | $4.31M | 0.36% | −578−2.4% | Reduced |
| Sanctuary Advisors, LLC | 23,324 | $4.32M | 0.02% | −1,268−5.2% | Reduced |
| Brookstone Capital Management | 23,731 | $4.39M | 0.05% | +108+0.5% | Added |
| Mizuho Securities USA LLC | 23,771 | $4.43M | 0.07% | −80.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 24,010 | $4.44M | 0.03% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 24,102 | $4.46M | 0.31% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 24,378 | $4.51M | 0.59% | −2,010−7.6% | Reduced |
| CIBC Private Wealth Group, LLC | 24,421 | $4.52M | 0.01% | +117+0.5% | Added |
| Hamilton Capital Partners Inc. | 24,570 | $4.55M | 0.17% | +2,307+10.4% | Added |
| Adviser Investments LLC | 24,625 | $4.56M | 0.05% | −2,771−10.1% | Reduced |
| Advisory Services Network, LLC | 24,805 | $4.59M | 0.06% | +594+2.5% | Added |
| Burney Co | 24,894 | $4.61M | 0.14% | −11,231−31.1% | Reduced |
| Soltis Investment Advisors LLC | 25,079 | $4.64M | 0.31% | +1,260+5.3% | Added |
| Pacer Advisors, Inc. | 25,678 | $4.75M | 0.01% | −5,011−16.3% | Reduced |
| Ci Investments Inc. | 26,003 | $4.81M | 0.02% | +24,404+1,526.2% | Added |
| tru Independence LLC | 26,237 | $4.86M | 1.23% | −203−0.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 26,973 | $4.99M | 0.01% | +1,782+7.1% | Added |
| Qube Research & Technologies Ltd | 27,322 | $5.06M | 0.01% | −47,513−63.5% | Reduced |
| Bruni J V & Co | 27,436 | $5.08M | 0.50% | −657−2.3% | Reduced |
| Cornerstone Wealth Group, LLC | 27,470 | $5.08M | 0.35% | +669+2.5% | Added |
| Greenland Capital Management LP | 27,856 | $5.16M | 0.74% | +25,756+1,226.5% | Added |
| Capitolis Liquid Global Markets LLC | 28,000 | $5.18M | 0.03% | +28,000 | New |
| Alberta Investment Management Corp | 28,100 | $5.20M | 0.03% | +800+2.9% | Added |
| Truvestments Capital LLC | 28,207 | $5.22M | 0.95% | −658−2.3% | Reduced |
| Avanza Fonder AB | 28,440 | $5.26M | 0.13% | +4,643+19.5% | Added |
| Oppenheimer & Co Inc | 28,447 | $5.27M | 0.07% | −7,739−21.4% | Reduced |
| Horizon Investments, LLC | 28,467 | $5.27M | 0.07% | +19,968+234.9% | Added |
| Vanderbilt University | 28,483 | $5.27M | 0.90% | −164−0.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 28,566 | $5.29M | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 28,924 | $5.35M | 0.01% | −1,014−3.4% | Reduced |
| Crossmark Global Holdings, Inc. | 29,393 | $5.44M | 0.08% | +3,585+13.9% | Added |
| Beacon Pointe Advisors, LLC | 29,492 | $5.46M | 0.04% | +864+3.0% | Added |
| Andra AP-fonden | 29,500 | $5.46M | 0.07% | +29,500 | New |
| Swiss Life Asset Management Ltd | 29,596 | $5.48M | 0.03% | −5,955−16.8% | Reduced |
| Vident Advisory, LLC | 29,606 | $5.48M | 0.05% | +179+0.6% | Added |
| Private Advisor Group, LLC | 29,639 | $5.49M | 0.03% | −4,335−12.8% | Reduced |
| Investment Management Corp of Ontario | 29,866 | $5.53M | 0.07% | +6,750+29.2% | Added |
| Jamison Private Wealth Management, Inc. | 29,911 | $5.54M | 0.67% | +850+2.9% | Added |
| Hudson Bay Capital Management LP | 30,000 | $5.55M | 0.03% | −10,000−25.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 30,100 | $5.57M | 0.04% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 30,111 | $5.57M | 0.03% | +843+2.9% | Added |
| Change Path, LLC | 30,223 | $5.59M | 0.14% | +3,367+12.5% | Added |
| Toroso Investments, LLC | 30,682 | $5.68M | 0.02% | +4,716+18.2% | Added |
| Brevan Howard Capital Management LP | 31,609 | $5.85M | 0.11% | +10,068+46.7% | Added |
| Brown Advisory Inc | 32,683 | $6.05M | 0.01% | −1,566−4.6% | Reduced |
| Nordea Investment Management AB | 32,724 | $6.07M | 0.01% | −86−0.3% | Reduced |
| Sheets Smith Wealth Management | 32,867 | $6.08M | 0.67% | +697+2.2% | Added |
| Fred Alger Management, LLC | 33,104 | $6.13M | 0.02% | −33−0.1% | Reduced |
| Concurrent Investment Advisors, LLC | 33,478 | $6.20M | 0.07% | +1,238+3.8% | Added |
| CWM Advisors, LLC | 33,950 | $6.28M | 0.57% | +1,496+4.6% | Added |
| Osmosis Investment Management UK Ltd | 34,218 | $6.33M | 0.16% | +34,218 | New |
| Wealth Enhancement Advisory Services, LLC | 34,234 | $6.38M | 0.01% | +2,210+6.9% | Added |
| MAI Capital Management | 34,629 | $6.41M | 0.04% | +550+1.6% | Added |
| Baird Financial Group, Inc. | 34,900 | $6.46M | 0.01% | −179−0.5% | Reduced |
| Mutual of America Capital Management LLC | 35,053 | $6.49M | 0.07% | −335−0.9% | Reduced |
| OP Asset Management Ltd | 35,110 | $6.50M | 0.08% | +318+0.9% | Added |
| Ieq Capital, LLC | 35,180 | $6.51M | 0.02% | −4,541−11.4% | Reduced |
| Norinchukin Bank, The | 35,784 | $6.62M | 0.08% | +905+2.6% | Added |
| Northwestern Mutual Wealth Management Co | 36,371 | $6.73M | 0.00% | +3,595+11.0% | Added |
| GWM Advisors LLC | 36,608 | $6.78M | 0.02% | +3,575+10.8% | Added |
| Mackenzie Financial Corp | 36,679 | $6.84M | 0.01% | +2,152+6.2% | Added |
| Prudential PLC | 37,028 | $6.85M | 0.05% | +826+2.3% | Added |
| Oregon Public Employees Retirement Fund | 37,330 | $6.91M | 0.09% | −25−0.1% | Reduced |
| Rafferty Asset Management, LLC | 38,008 | $7.04M | 0.02% | −2,649−6.5% | Reduced |