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 |
|---|---|---|---|---|---|
| LJI Wealth Management, LLC | 1,599 | $296.0K | 0.05% | 00.0% | Unchanged |
| Regions Financial Corp | 1,602 | $296.5K | 0.00% | −574−26.4% | Reduced |
| Gibbs Wealth Management | 1,611 | $297.4K | 0.07% | −61−3.6% | Reduced |
| Knightsbridge Asset Management, LLC | 1,623 | $300.4K | 0.05% | +199+14.0% | Added |
| Resonant Capital Advisors, LLC | 1,631 | $301.9K | 0.02% | +18+1.1% | Added |
| Frec Markets, Inc. | 1,640 | $303.7K | 0.09% | +1,640 | New |
| Silvercrest Asset Management Group LLC | 1,644 | $304.3K | 0.00% | −14−0.8% | Reduced |
| Outlook Wealth Advisors, LLC | 1,647 | $304.8K | 0.07% | +5+0.3% | Added |
| Platform Technology Partners | 1,657 | $306.7K | 0.07% | +10+0.6% | Added |
| NorthRock Partners, LLC | 1,672 | $309.7K | 0.01% | −3,173−65.5% | Reduced |
| Alliance Wealth Advisors, LLC | 1,674 | $309.9K | 0.07% | −388−18.8% | Reduced |
| BNP Paribas | 1,688 | $312.5K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,686 | $312.7K | 0.01% | +200+13.5% | Added |
| Mission Wealth Management, LP | 1,700 | $314.6K | 0.01% | −4−0.2% | Reduced |
| Breakwater Capital Group | 1,705 | $315.6K | 0.04% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,725 | $319.0K | 0.07% | +14+0.8% | Added |
| New Republic Capital, LLC | 1,723 | $319.0K | 0.09% | +601+53.6% | Added |
| NBC Securities, Inc. | 1,724 | $319.1K | 0.02% | −18−1.0% | Reduced |
| Lafayette Investments, Inc. | 1,725 | $319.3K | 0.06% | −300−14.8% | Reduced |
| IFG Advisory, LLC | 1,726 | $319.4K | 0.01% | +1+0.1% | Added |
| Huntleigh Advisors, Inc. | 1,727 | $319.7K | 0.05% | 00.0% | Unchanged |
| Conning Inc. | 1,733 | $320.8K | 0.01% | −356−17.0% | Reduced |
| Interchange Capital Partners, LLC | 1,744 | $322.9K | 0.06% | −17−1.0% | Reduced |
| Cabot Wealth Management Inc | 1,745 | $323.0K | 0.04% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,755 | $324.9K | 0.02% | +24+1.4% | Added |
| NorthCrest Asset Manangement, LLC | 1,792 | $328.0K | 0.01% | −151−7.8% | Reduced |
| Whalerock Point Partners, LLC | 1,776 | $328.8K | 0.06% | 00.0% | Unchanged |
| Washington Trust Bank | 1,776 | $328.8K | 0.02% | +60+3.5% | Added |
| Penserra Capital Management LLC | 1,785 | $329.0K | 0.00% | −10−0.6% | Reduced |
| American State Bank (Iowa) | 1,779 | $329.3K | 0.16% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,771 | $330.9K | 0.03% | +13+0.7% | Added |
| Fort Sheridan Advisors LLC | 1,789 | $331.2K | 0.04% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 1,796 | $332.5K | 0.17% | +2+0.1% | Added |
| Quotient Wealth Partners, LLC | 1,797 | $332.6K | 0.01% | −9−0.5% | Reduced |
| SmartHarvest Portfolios, LLC | 1,815 | $336.0K | 0.12% | +1,815 | New |
| LRI Investments, LLC | 1,817 | $336.3K | 0.03% | −272−13.0% | Reduced |
| EJMK Ventures LLC | 1,825 | $337.9K | 0.21% | +1,825 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,830 | $338.8K | 0.09% | +120+7.0% | Added |
| Gen-Wealth Partners Inc | 1,834 | $339.6K | 0.11% | +126+7.4% | Added |
| Regent Peak Wealth Advisors LLC | 1,835 | $339.7K | 0.07% | +8+0.4% | Added |
| Avidian Wealth Solutions, LLC | 1,845 | $341.6K | 0.01% | +29+1.6% | Added |
| Groupama Asset Managment | 1,847 | $341.9K | 0.01% | −1,322−41.7% | Reduced |
| Keel Point, LLC | 1,849 | $342.3K | 0.02% | +80+4.5% | Added |
| Intrust Bank NA | 1,852 | $342.8K | 0.03% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,852 | $342.8K | 0.12% | +5+0.3% | Added |
| Tudor Investment Corp Et Al | 1,863 | $344.9K | 0.00% | +1,863 | New |
| Cetera Trust Company, N.A | 1,865 | $345.2K | 0.18% | −50−2.6% | Reduced |
| 180 Wealth Advisors, LLC | 1,876 | $347.3K | 0.04% | +1,876 | New |
| First National Bank | 1,878 | $347.6K | 0.18% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,884 | $348.7K | 0.06% | +1,020+118.1% | Added |
| S-Bank Fund Management Ltd | 1,885 | $348.9K | 0.05% | −488−20.6% | Reduced |
| SRS Capital Advisors, Inc. | 1,886 | $349.0K | 0.01% | −5,933−75.9% | Reduced |
| Fiduciary Trust Co | 1,890 | $349.9K | 0.00% | +73+4.0% | Added |
| Fulton Bank, N.A. | 1,895 | $350.8K | 0.01% | −20−1.0% | Reduced |
| Tradition Wealth Management, LLC | 1,909 | $353.4K | 0.03% | −60−3.0% | Reduced |
| Group One Trading, L.P. | 1,946 | $360.2K | 0.01% | +1,946 | New |
| Guardian Partners Inc. | 1,842 | $360.3K | 0.03% | +1,842 | New |
| Optas, LLC | 1,954 | $361.7K | 0.06% | +22+1.1% | Added |
| SageView Advisory Group, LLC | 1,958 | $362.5K | 0.01% | −226−10.3% | Reduced |
| Jump Financial, LLC | 1,960 | $362.8K | 0.00% | −4,735−70.7% | Reduced |
| Castle Rock Wealth Management, LLC | 1,935 | $365.0K | 0.08% | −235−10.8% | Reduced |
| CX Institutional | 1,982 | $367.0K | 0.01% | +275+16.1% | Added |
| VELA Investment Management, LLC | 1,988 | $368.0K | 0.10% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 2,010 | $372.1K | 0.06% | −440−18.0% | Reduced |
| J. Team Financial, Inc. | 2,019 | $373.7K | 0.37% | +17+0.8% | Added |
| Intrua Financial, LLC | 2,023 | $374.4K | 0.04% | −1,766−46.6% | Reduced |
| 4WEALTH Advisors, Inc. | 2,033 | $376.3K | 0.33% | +46+2.3% | Added |
| Birch Financial Group, LLC | 2,042 | $377.9K | 0.22% | +10.0% | Added |
| Personal Cfo Solutions, LLC | 2,043 | $378.1K | 0.06% | −100−4.7% | Reduced |
| Samalin Investment Counsel, LLC | 2,049 | $379.3K | 0.13% | −35−1.7% | Reduced |
| Kaizen Financial Strategies | 2,068 | $382.7K | 0.17% | −225−9.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,075 | $384.0K | 0.02% | +2,075 | New |
| Rockland Trust Co | 2,078 | $384.7K | 0.02% | +28+1.4% | Added |
| BSW Wealth Partners | 2,094 | $387.6K | 0.05% | +6+0.3% | Added |
| O'Rourke & Company, Inc | 2,124 | $393.1K | 0.15% | +57+2.8% | Added |
| Novare Capital Management LLC | 2,134 | $395.0K | 0.03% | −50−2.3% | Reduced |
| Boston Private Wealth LLC | 2,140 | $396.1K | 0.02% | −40−1.8% | Reduced |
| KMG Fiduciary Partners, LLC | 2,148 | $397.6K | 0.03% | +704+48.8% | Added |
| American Assets Investment Management, LLC | 7,500 | $397.6K | 0.03% | +7,500 | New |
| Aptus Capital Advisors, LLC | 2,154 | $398.7K | 0.00% | +89+4.3% | Added |
| Opinicus Capital, Inc. | 2,164 | $400.5K | 0.28% | −237−9.9% | Reduced |
| Modera Wealth Management, LLC | 2,167 | $401.2K | 0.00% | +10.0% | Added |
| V-Square Quantitative Management LLC | 2,171 | $401.9K | 0.04% | +2,171 | New |
| Howard Capital Management Inc. | 2,186 | $404.6K | 0.01% | +11+0.5% | Added |
| Procyon Private Wealth Partners, LLC | 2,188 | $405.0K | 0.02% | +2,188 | New |
| Wealthspire Advisors, LLC | 2,211 | $409.3K | 0.00% | +874+65.4% | Added |
| Stratos Wealth Advisors, LLC | 2,215 | $410.1K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,233 | $413.4K | 0.01% | −50−2.2% | Reduced |
| Promethium Advisors,llc | 2,244 | $415.4K | 0.22% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,254 | $417.2K | 0.04% | +6+0.3% | Added |
| Simplicity Wealth,LLC | 2,278 | $421.6K | 0.03% | +471+26.1% | Added |
| PFG Investments, LLC | 2,291 | $424.1K | 0.02% | +94+4.3% | Added |
| Chicago Partners Investment Group LLC | 2,297 | $424.3K | 0.01% | −97−4.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,305 | $426.7K | 0.05% | +27+1.2% | Added |
| Krane Funds Advisors LLC | 2,316 | $428.7K | 0.01% | −255−9.9% | Reduced |
| Gateway Investment Advisers LLC | 2,325 | $430.3K | 0.00% | +270+13.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,337 | $432.6K | 0.01% | +6+0.3% | Added |
| Titleist Asset Management, LLC | 2,338 | $432.8K | 0.03% | +4+0.2% | Added |
| Bragg Financial Advisors, Inc | 2,351 | $435.2K | 0.01% | +183+8.4% | Added |
| Phocas Financial Corp. | 2,355 | $435.9K | 0.06% | −21−0.9% | Reduced |