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 |
|---|---|---|---|---|---|
| Colonial Trust Co | 316 | $58.7K | 0.01% | −2−0.6% | Reduced |
| Kozak & Associates, Inc. | 321 | $59.3K | 0.01% | +4+1.3% | Added |
| Fairscale Capital, LLC | 324 | $60.0K | 0.04% | +214+194.5% | Added |
| United Community Bank | 326 | $60.3K | 0.02% | −6−1.8% | Reduced |
| Flagship Harbor Advisors, LLC | 326 | $60.4K | 0.00% | +326 | New |
| Centerpoint Advisors, LLC | 327 | $61.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 334 | $61.8K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 343 | $63.0K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 344 | $63.7K | 0.00% | +10+3.0% | Added |
| Glass Jacobson Investment Advisors llc | 355 | $65.7K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 362 | $67.0K | 0.05% | +362 | New |
| Key Capital Management, INC | 362 | $67.0K | 0.07% | +362 | New |
| Wealth Enhancement Trust Services, Inc. | 365 | $67.6K | 0.01% | +365 | New |
| Creative Financial Designs Inc | 367 | $67.9K | 0.00% | +6+1.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 375 | $69.4K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 385 | $71.3K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 385 | $71.3K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 390 | $72.2K | 0.02% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 396 | $73.3K | 0.02% | +396 | New |
| First Financial Corp | 400 | $74.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 404 | $74.8K | 0.00% | −133−24.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 412 | $76.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 431 | $79.8K | 0.01% | +91+26.8% | Added |
| Vision Retirement, LLC | 446 | $82.5K | 0.02% | +446 | New |
| GHP Investment Advisors, Inc. | 450 | $83.4K | 0.00% | +4+0.9% | Added |
| DV Equities, LLC | 458 | $84.8K | 0.02% | +458 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 469 | $86.8K | 0.13% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 486 | $90.0K | 0.02% | +4+0.8% | Added |
| Basepoint Wealth LLC | 492 | $91.1K | 0.06% | +492 | New |
| Ostrum Asset Management | 497 | $92.0K | 0.00% | −164−24.8% | Reduced |
| Missouri Trust & Investment Co | 500 | $92.6K | 0.03% | −26−4.9% | Reduced |
| NBT Bank N A | 500 | $92.6K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 505 | $93.5K | 0.00% | −364−41.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 508 | $94.0K | 0.02% | −16−3.1% | Reduced |
| Westend Capital Management, LLC | 519 | $96.1K | 0.03% | −22−4.1% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 521 | $96.4K | 0.00% | −20−3.7% | Reduced |
| Central Pacific Bank - Trust Division | 538 | $99.6K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 546 | $101.1K | 0.00% | +3+0.6% | Added |
| Harbour Investments, Inc. | 550 | $101.8K | 0.00% | −252−31.4% | Reduced |
| PFS Partners, LLC | 570 | $105.4K | 0.05% | +1+0.2% | Added |
| Hoey Investments, Inc | 575 | $106.4K | 0.01% | +200+53.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 608 | $112.6K | 0.04% | +602+10,033.3% | Added |
| Caldwell Sutter Capital, Inc. | 626 | $115.9K | 0.05% | +53+9.2% | Added |
| Concord Wealth Partners | 632 | $117.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 647 | $119.8K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 670 | $124.0K | 0.00% | +542+423.4% | Added |
| CoreCap Advisors, LLC | 674 | $124.8K | 0.00% | −30−4.3% | Reduced |
| Quent Capital, LLC | 680 | $125.9K | 0.01% | −51−7.0% | Reduced |
| Montag A & Associates Inc | 702 | $129.9K | 0.01% | −18−2.5% | Reduced |
| Global X Japan Co., Ltd. | 704 | $130.3K | 0.01% | −182−20.5% | Reduced |
| Silver Oak Securities, Inc | 701 | $131.0K | 0.01% | +701 | New |
| Aster Capital Management (DIFC) Ltd | 708 | $131.1K | 0.06% | −8,711−92.5% | Reduced |
| First Horizon Corp | 726 | $134.4K | 0.01% | +196+37.0% | Added |
| Y.D. More Investments Ltd | 739 | $136.8K | 0.01% | −220−22.9% | Reduced |
| Sentry Investment Management LLC | 781 | $145.0K | 0.10% | 00.0% | Unchanged |
| CVA Family Office, LLC | 784 | $145.1K | 0.02% | +37+5.0% | Added |
| Capital Analysts, LLC | 790 | $146.0K | 0.00% | +73+10.2% | Added |
| Thompson Investment Management, Inc. | 812 | $150.3K | 0.02% | −15−1.8% | Reduced |
| Rosenberg Matthew Hamilton | 816 | $151.1K | 0.03% | −8−1.0% | Reduced |
| Silvant Capital Management LLC | 821 | $152.0K | 0.01% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 833 | $154.2K | 0.05% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 835 | $154.6K | 0.01% | +198+31.1% | Added |
| ORG Partners LLC | 845 | $156.4K | 0.03% | +47+5.9% | Added |
| New Millennium Group LLC | 868 | $160.7K | 0.07% | +547+170.4% | Added |
| Essential Partners LLC | 881 | $163.1K | 0.05% | +17+2.0% | Added |
| Johnson Financial Group, Inc. | 889 | $164.6K | 0.01% | −524−37.1% | Reduced |
| Eurizon SLJ Capital Ltd | 891 | $164.9K | 0.07% | +891 | New |
| Onefund, LLC | 936 | $173.3K | 0.10% | +55+6.2% | Added |
| Activest Wealth Management | 947 | $175.3K | 0.03% | −232−19.7% | Reduced |
| Umb Bank N A | 964 | $178.4K | 0.00% | −1,191−55.3% | Reduced |
| Greykasell Wealth Strategies, Inc. | 971 | $179.7K | 0.07% | 00.0% | Unchanged |
| Vestor Capital, LLC | 2,571 | $185.0K | 0.01% | +1,571+157.1% | Added |
| Newbridge Financial Services Group, Inc. | 1,010 | $186.9K | 0.03% | +85+9.2% | Added |
| Hantz Financial Services, Inc. | 1,011 | $187.0K | 0.00% | +131+14.9% | Added |
| Centaurus Financial, Inc. | 1,033 | $191.0K | 0.01% | +250+31.9% | Added |
| Motco | 1,042 | $192.9K | 0.02% | +4+0.4% | Added |
| TFC Financial Management | 1,056 | $195.5K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,067 | $197.5K | 0.11% | 00.0% | Unchanged |
| Triumph Capital Management | 1,067 | $197.5K | 0.04% | +1,067 | New |
| Versant Capital Management, Inc | 1,070 | $198.1K | 0.02% | +269+33.6% | Added |
| Harbor Investment Advisory, LLC | 1,087 | $201.2K | 0.02% | +38+3.6% | Added |
| JB Capital LLC | 1,088 | $201.5K | 0.01% | −34−3.0% | Reduced |
| Providence First Trust Co | 1,097 | $203.1K | 0.07% | +1,097 | New |
| Wealth Alliance | 1,101 | $203.9K | 0.02% | −2,482−69.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,040 | $204.3K | 0.06% | +1,040 | New |
| Waddell & Associates, LLC | 1,104 | $204.4K | 0.01% | +1,104 | New |
| Argyle Capital Partners, LLC | 1,107 | $204.9K | 0.15% | −40−3.5% | Reduced |
| MidWestOne Financial Group, Inc. | 1,109 | $205.3K | 0.02% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 1,112 | $206.0K | 0.03% | −135−10.8% | Reduced |
| Ariadne Wealth Management, LP | 1,077 | $206.2K | 0.09% | +1,077 | New |
| Evoke Wealth, LLC | 1,118 | $206.9K | 0.00% | +1,118 | New |
| Argonautica Private Wealth Management, Inc | 1,119 | $207.1K | 0.06% | −39−3.4% | Reduced |
| Texas Bank & Trust Co | 1,122 | $207.7K | 0.08% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 1,122 | $207.7K | 0.10% | −108−8.8% | Reduced |
| a16z Perennial Management, L.P. | 1,123 | $207.9K | 0.02% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 1,125 | $208.2K | 0.12% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 1,125 | $208.2K | 0.04% | 00.0% | Unchanged |
| Skyline Advisors, Inc. | 1,126 | $208.4K | 0.07% | +13+1.2% | Added |
| AlphaCore Capital LLC | 1,126 | $208.4K | 0.00% | +1,126 | New |
| BAM Wealth Management, LLC | 1,126 | $208.4K | 0.15% | +1,126 | New |