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 |
|---|---|---|---|---|---|
| Kilter Group LLC | 57 | $10.6K | 0.00% | +23+67.6% | Added |
| FWL Investment Management, LLC | 58 | $10.7K | 0.00% | +58 | New |
| Sachetta, LLC | 61 | $11.3K | 0.01% | +24+64.9% | Added |
| Legacy Bridge, LLC | 63 | $11.7K | 0.00% | +63 | New |
| Noble Wealth Management PBC | 64 | $11.8K | 0.01% | +64 | New |
| IMG Wealth Management, Inc. | 65 | $12.0K | 0.01% | +27+71.1% | Added |
| GoalVest Advisory LLC | 66 | $12.2K | 0.00% | +66 | New |
| American Wealth Advisors, LLC | 69 | $12.7K | 0.01% | +1+1.5% | Added |
| Private Wealth Management Group, LLC | 69 | $12.8K | 0.00% | −6−8.0% | Reduced |
| West Branch Capital LLC | 69 | $12.8K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 70 | $13.0K | 0.01% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 70 | $13.0K | 0.01% | +70 | New |
| Hollencrest Capital Management | 71 | $13.1K | 0.00% | +1+1.4% | Added |
| Dynamic Wealth Strategies, LLC | 71 | $13.1K | 0.01% | +20+39.2% | Added |
| Osbon Capital Management LLC | 71 | $13.1K | 0.01% | +71 | New |
| Godsey & Gibb Associates | 72 | $13.3K | 0.00% | +22+44.0% | Added |
| Atlas Capital Advisors LLC | 73 | $13.5K | 0.00% | +73 | New |
| Asset Dedication, LLC | 73 | $13.5K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 74 | $13.7K | 0.01% | +5+7.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 74 | $13.7K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 76 | $14.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 76 | $14.1K | 0.01% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 77 | $14.3K | 0.01% | +77 | New |
| MCF Advisors LLC | 78 | $14.4K | 0.00% | +61+358.8% | Added |
| Westfuller Advisors, LLC | 80 | $14.8K | 0.01% | +12+17.6% | Added |
| Pinnacle Bancorp, Inc. | 80 | $14.8K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 80 | $14.8K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 80 | $14.8K | 0.01% | +3+3.9% | Added |
| UMA Financial Services, Inc. | 81 | $15.0K | 0.00% | −31−27.7% | Reduced |
| High Note Wealth, LLC | 89 | $16.5K | 0.00% | +16+21.9% | Added |
| Avion Wealth | 97 | $17.0K | 0.00% | +21+27.6% | Added |
| Rossby Financial, LCC | 92 | $17.0K | 0.01% | −205−69.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 93 | $17.2K | 0.00% | −39−29.5% | Reduced |
| Financial Management Professionals, Inc. | 96 | $17.8K | 0.00% | −1−1.0% | Reduced |
| Webster Bank, N. A. | 100 | $18.5K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $18.5K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 100 | $18.5K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 100 | $18.5K | 0.00% | 00.0% | Unchanged |
| Bayban | 100 | $18.5K | 0.02% | +100 | New |
| Pacific Center for Financial Services | 99 | $18.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 102 | $18.8K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 102 | $18.9K | 0.00% | +102 | New |
| Ares Financial Consulting, LLC | 107 | $19.8K | 0.02% | +107 | New |
| Swiss Re Ltd | 109 | $20.2K | 0.00% | +109 | New |
| Keating Financial Advisory Services, Inc. | 116 | $21.5K | 0.00% | +116 | New |
| Signature Equity Partners, LLC | 118 | $21.8K | 0.01% | +118 | New |
| Lloyd Advisory Services, LLC. | 119 | $22.0K | 0.01% | +119 | New |
| Park Place Capital Corp | 120 | $22.2K | 0.00% | −9−7.0% | Reduced |
| Hughes Financial Services, LLC | 120 | $22.2K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 122 | $22.6K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 123 | $22.6K | 0.00% | +88+251.4% | Added |
| Duncker Streett & Co Inc | 123 | $22.8K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 125 | $23.1K | 0.00% | +125 | New |
| Cape Investment Advisory, Inc. | 127 | $23.5K | 0.01% | +17+15.5% | Added |
| WPG Advisers, LLC | 129 | $23.9K | 0.02% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 129 | $23.9K | 0.02% | +51+65.4% | Added |
| Dogwood Wealth Management LLC | 130 | $24.1K | 0.01% | +16+14.0% | Added |
| True Wealth Design, LLC | 134 | $24.8K | 0.01% | +10+8.1% | Added |
| Covestor Ltd | 147 | $27.0K | 0.01% | −60−29.0% | Reduced |
| Boyd Watterson Asset Management LLC | 150 | $27.8K | 0.01% | −3−2.0% | Reduced |
| Trust Co of Toledo NA | 153 | $28.3K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 153 | $28.5K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 155 | $28.7K | 0.00% | 00.0% | Unchanged |
| XY Capital Ltd | 156 | $28.9K | 0.03% | +156 | New |
| Wilkerson Advisory Group LLC | 158 | $29.2K | 0.01% | +158 | New |
| Planning Project LLC | 160 | $29.6K | 0.01% | +160 | New |
| GW&K Investment Management, LLC | 179 | $33.0K | 0.00% | +5+2.9% | Added |
| New England Capital Financial Advisors LLC | 182 | $33.6K | 0.01% | +2+1.1% | Added |
| SHP Wealth Management | 183 | $33.8K | 0.00% | +183 | New |
| Flagship Wealth Advisors, LLC | 184 | $34.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 189 | $35.0K | 0.00% | −20−9.6% | Reduced |
| Bruce G. Allen Investments, LLC | 193 | $35.7K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 200 | $37.0K | 0.01% | −600−75.0% | Reduced |
| Valley National Advisers Inc | 210 | $38.0K | 0.01% | +2+1.0% | Added |
| Salomon & Ludwin, LLC | 210 | $38.5K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 225 | $41.6K | 0.00% | +225 | New |
| BOK Financial Private Wealth, Inc. | 227 | $42.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 228 | $42.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 232 | $42.9K | 0.00% | +1+0.4% | Added |
| Eastern Bank | 250 | $46.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 250 | $46.3K | 0.00% | +2+0.8% | Added |
| Cullen/Frost Bankers, Inc. | 251 | $46.5K | 0.00% | +111+79.3% | Added |
| Caitong International Asset Management Co., Ltd | 254 | $47.0K | 0.01% | +254 | New |
| Key Financial Inc | 257 | $47.6K | 0.01% | −100−28.0% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 266 | $49.2K | 0.00% | 00.0% | Unchanged |
| Trust Co | 268 | $49.6K | 0.00% | −1−0.4% | Reduced |
| Bell Investment Advisors, Inc | 270 | $50.0K | 0.01% | +53+24.4% | Added |
| Camelot Portfolios, LLC | 288 | $53.4K | 0.03% | +288 | New |
| Richardson Financial Services Inc. | 292 | $54.1K | 0.03% | +30+11.5% | Added |
| Muzinich & Co., Inc. | 299 | $55.3K | 0.02% | −432−59.1% | Reduced |
| Old Point Trust & Financial Services N A | 300 | $55.5K | 0.02% | 00.0% | Unchanged |
| Sfam, LLC | 307 | $56.8K | 0.05% | +307 | New |
| Quarry LP | 308 | $57.0K | 0.01% | +161+109.5% | Added |
| Edmond de Rothschild Holding S.A. | 310 | $57.4K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 313 | $57.9K | 0.02% | −9−2.8% | Reduced |
| Reflection Asset Management | 314 | $58.1K | 0.04% | +314 | New |
| Delta Asset Management LLC | 315 | $58.3K | 0.01% | −25−7.4% | Reduced |
| IAG Wealth Partners, LLC | 315 | $58.3K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 316 | $58.6K | 0.03% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 317 | $58.7K | 0.05% | 00.0% | Unchanged |