Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
No open-market purchases or sales by Simon Property Group Inc. insiders were filed in the last 90 days; 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 |
|---|---|---|---|---|---|
| NCM Capital Management, LLC | 1,130 | $209.2K | 0.08% | +3+0.3% | Added |
| Armistice Capital, LLC | 1,139 | $210.8K | 0.01% | +1,139 | New |
| Jane Street Group, LLC | 1,143 | $211.6K | 0.00% | +1,143 | New |
| Quad-Cities Investment Group, LLC | 1,144 | $211.8K | 0.09% | −60−5.0% | Reduced |
| Lake Street Financial LLC | 1,148 | $212.4K | 0.03% | +24+2.1% | Added |
| Longboard Asset Management, LP | 1,149 | $212.7K | 1.35% | 00.0% | Unchanged |
| COFG Advisors, LLC | 1,152 | $213.3K | 0.05% | +1,152 | New |
| Biltmore Wealth Management, LLC | 1,153 | $213.4K | 0.08% | +14+1.2% | Added |
| Clearstead Advisors, LLC | 1,159 | $214.5K | 0.00% | +334+40.5% | Added |
| Cidel Asset Management Inc | 1,169 | $216.4K | 0.02% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 1,171 | $216.8K | 0.02% | +1+0.1% | Added |
| Haverford Trust Co | 1,171 | $216.8K | 0.00% | +12+1.0% | Added |
| Bullock Wealth Management Group | 1,176 | $217.7K | 0.11% | +11+0.9% | Added |
| XTX Topco Ltd | 1,182 | $218.8K | 0.01% | +1,182 | New |
| Hilton Head Capital Partners, LLC | 1,188 | $219.9K | 0.13% | +1,188 | New |
| GW Henssler & Associates Ltd | 1,190 | $220.3K | 0.01% | +33+2.9% | Added |
| Hilltop National Bank | 1,193 | $220.8K | 0.05% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 1,198 | $221.8K | 0.01% | −100−7.7% | Reduced |
| Visionary Wealth Advisors | 1,202 | $222.4K | 0.01% | +17+1.4% | Added |
| Morningstar Investment Management LLC | 1,205 | $223.0K | 0.01% | −326−21.3% | Reduced |
| Central Trust Co | 1,205 | $223.1K | 0.00% | +2+0.2% | Added |
| Kathmere Capital Management, LLC | 1,207 | $223.4K | 0.02% | +1,207 | New |
| Chancellor Financial Group WB LP | 1,210 | $224.0K | 0.15% | +25+2.1% | Added |
| Laurel Oak Wealth Management, LLC | 1,219 | $225.6K | 0.04% | +1,219 | New |
| Flputnam Investment Management Co | 1,219 | $225.7K | 0.00% | +22+1.8% | Added |
| Deseret Mutual Benefit Administrators | 1,222 | $226.2K | 0.10% | −199−14.0% | Reduced |
| Cornerstone Advisory, LLC | 1,226 | $226.9K | 0.02% | +2+0.2% | Added |
| Patton Fund Management, Inc. | 1,229 | $227.5K | 0.03% | −351−22.2% | Reduced |
| Gamco Investors, Inc. Et Al | 1,230 | $227.7K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,233 | $228.2K | 0.05% | +1,233 | New |
| Perbak Capital Partners LLP | 1,233 | $228.2K | 0.07% | +1,233 | New |
| Canopy Partners, LLC | 1,236 | $228.8K | 0.07% | +1,236 | New |
| AlphaGrep UK Ltd | 1,236 | $228.8K | 0.08% | +1,236 | New |
| EPG Wealth Management LLC | 1,254 | $232.1K | 0.06% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,275 | $236.0K | 0.01% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 1,284 | $237.6K | 0.08% | −373−22.5% | Reduced |
| Alta Advisers Ltd | 1,285 | $237.9K | 0.09% | −100−7.2% | Reduced |
| Ausdal Financial Partners, Inc. | 1,289 | $238.6K | 0.01% | −800−38.3% | Reduced |
| Koshinski Asset Management, Inc. | 1,309 | $242.3K | 0.02% | +4+0.3% | Added |
| Ronald Blue Trust, Inc. | 1,319 | $244.1K | 0.00% | −125−8.7% | Reduced |
| Bridgewater Associates, LP | 1,322 | $244.7K | 0.00% | −9,907−88.2% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 1,310 | $244.7K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1,327 | $245.6K | 0.01% | −637−32.4% | Reduced |
| Leo Wealth, LLC | 1,331 | $246.4K | 0.02% | +157+13.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,335 | $247.1K | 0.00% | +1,335 | New |
| Proficio Capital Partners LLC | 1,341 | $248.3K | 0.02% | +78+6.2% | Added |
| Great Lakes Advisors, LLC | 1,342 | $248.5K | 0.00% | −9−0.7% | Reduced |
| Marble Wealth, LLC | 1,343 | $248.7K | 0.03% | +1,343 | New |
| Moors & Cabot, Inc. | 1,348 | $249.5K | 0.01% | −6−0.4% | Reduced |
| Armis Advisers, LLC | 1,353 | $249.6K | 0.03% | +37+2.8% | Added |
| Silver Lake Group, L.L.C. | 1,350 | $249.9K | 0.00% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 1,366 | $252.9K | 0.05% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,367 | $253.0K | 0.01% | +994+266.5% | Added |
| Smithfield Trust Co | 1,382 | $256.0K | 0.01% | +8+0.6% | Added |
| Xxi Wealth, LLC | 1,383 | $256.0K | 0.16% | +1,383 | New |
| Vicus Capital | 1,385 | $256.4K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,387 | $256.7K | 0.02% | −46−3.2% | Reduced |
| Sittner & Nelson, LLC | 1,294 | $258.3K | 0.09% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,397 | $258.6K | 0.04% | +1,397 | New |
| Krilogy Financial LLC | 1,397 | $258.9K | 0.01% | −175−11.1% | Reduced |
| Essex Savings Bank | 1,406 | $260.3K | 0.06% | +1,406 | New |
| Calamos Wealth Management LLC | 1,414 | $261.7K | 0.01% | +1,414 | New |
| Simplex Trading, LLC | 1,415 | $261.9K | 0.01% | −11,297−88.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,417 | $262.3K | 0.00% | −10,219−87.8% | Reduced |
| Barry Investment Advisors, LLC | 1,417 | $262.3K | 0.06% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,446 | $268.0K | 0.01% | +156+12.1% | Added |
| MRP Capital Investments, LLC | 1,450 | $268.4K | 0.22% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 1,453 | $269.0K | 0.02% | −140−8.8% | Reduced |
| Washington Trust Co | 1,454 | $269.1K | 0.01% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 1,465 | $271.2K | 0.09% | +4+0.3% | Added |
| Murphy Pohlad Asset Management LLC | 1,466 | $271.4K | 0.10% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,468 | $271.7K | 0.06% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,472 | $272.5K | 0.00% | +401+37.4% | Added |
| Miller Global Investments, LLC | 1,479 | $273.8K | 0.25% | +1,479 | New |
| U.S. Capital Wealth Advisors, LLC | 1,480 | $273.9K | 0.01% | +15+1.0% | Added |
| Csenge Advisory Group | 1,483 | $274.6K | 0.01% | +2+0.1% | Added |
| Howard Capital Management Group, LLC | 1,490 | $275.8K | 0.02% | −2,949−66.4% | Reduced |
| Advisors Preferred, LLC | 1,505 | $276.9K | 0.05% | +1,505 | New |
| Lavaca Capital LLC | 1,500 | $277.7K | 0.05% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,500 | $277.7K | 0.15% | 00.0% | Unchanged |
| Dover Advisors, LLC | 1,500 | $277.7K | 0.11% | +1,500 | New |
| Sivia Capital Partners, LLC | 1,518 | $281.1K | 0.06% | +1,518 | New |
| Private Trust Co NA | 1,520 | $281.4K | 0.02% | −1,335−46.8% | Reduced |
| Jacobi Capital Management LLC | 1,524 | $282.2K | 0.02% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 1,526 | $282.5K | 0.12% | −11−0.7% | Reduced |
| StoneX Group Inc. | 1,529 | $283.0K | 0.01% | +1,529 | New |
| Prosperity Consulting Group, LLC | 1,539 | $284.9K | 0.01% | +30+2.0% | Added |
| Keebeck Wealth Management, LLC | 1,545 | $286.0K | 0.03% | +1,545 | New |
| Pure Financial Advisors, Inc. | 1,553 | $287.5K | 0.00% | +354+29.5% | Added |
| Cornerstone Wealth Management, LLC | 1,555 | $287.8K | 0.01% | −102−6.2% | Reduced |
| Blueshift Asset Management, LLC | 1,558 | $288.4K | 0.08% | −455−22.6% | Reduced |
| MinichMacGregor Wealth Management, LLC | 1,568 | $290.3K | 0.05% | −152−8.8% | Reduced |
| Stillwater Wealth Management Group | 1,576 | $291.8K | 0.20% | +105+7.1% | Added |
| Massmutual Trust Co FSB | 1,582 | $292.8K | 0.01% | +65+4.3% | Added |
| Augustine Asset Management Inc | 1,583 | $293.0K | 0.06% | −130−7.6% | Reduced |
| North Star Investment Management Corp. | 1,587 | $293.8K | 0.02% | +27+1.7% | Added |
| Lecap Asset Management Ltd | 1,587 | $293.8K | 0.12% | +1,587 | New |
| Catalyst Financial Partners LLC | 1,588 | $294.0K | 0.03% | +38+2.5% | Added |
| Clientfirst Wealth Management, LLC | 1,593 | $294.9K | 0.24% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,598 | $296.0K | 0.02% | +14+0.9% | Added |