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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2025: 1,289 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ4 2025: $54.3B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$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.

Institutions holding SPG in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Great Valley Advisor Group, Inc.2,360$436.9K0.01%+52+2.3%Added
Larson Financial Group LLC2,367$438.2K0.01%−3,542−59.9%Reduced
Robertson Stephens Wealth Management, LLC2,371$438.9K0.01%−12−0.5%Reduced
Affinity Wealth Management LLC2,372$439.1K0.06%00.0%Unchanged
Carmel Capital Partners, LLC2,379$440.4K0.15%00.0%Unchanged
Silverleafe Capital Partners, LLC2,400$444.3K0.13%00.0%Unchanged
Bramshill Investments, LLC2,400$444.3K0.03%00.0%Unchanged
Tiaa Trust, National Association2,401$444.4K0.00%+627+35.3%Added
Wesbanco Bank Inc2,411$446.3K0.01%+335+16.1%Added
Manchester Capital Management LLC2,412$446.5K0.06%+61+2.6%Added
Embree Financial Group2,414$446.8K0.05%+56+2.4%Added
Kovack Advisors, Inc.2,433$450.3K0.02%+712+41.4%Added
Stratos Wealth Partners, LTD.2,435$450.8K0.01%+10+0.4%Added
Ameritas Advisory Services, LLC2,453$454.0K0.02%+2,068+537.1%Added
Lederer & Associates Investment Counsel2,487$460.0K0.31%−52−2.0%Reduced
Fidelis Capital Partners, LLC2,489$460.7K0.03%+145+6.2%Added
Sage Investment Advisers LLC2,495$461.9K0.35%+2,495New
Financial Sense Advisors, Inc.2,500$462.8K0.09%00.0%Unchanged
Rossmore Private Capital2,500$462.8K0.04%00.0%Unchanged
Manchester Financial Inc2,511$464.8K0.09%00.0%Unchanged
EP Wealth Advisors, LLC2,520$466.6K0.00%+2,520New
Moody Lynn & Lieberson, LLC2,527$467.8K0.02%+10.0%Added
Asset Planning,Inc2,535$469.3K0.33%00.0%Unchanged
Martingale Asset Management L P2,535$469.3K0.01%+2,535New
Gryphon Financial Partners LLC2,550$472.0K0.05%+418+19.6%Added
Livforsakringsbolaget Skandia, Omsesidigt2,554$472.8K0.02%00.0%Unchanged
Octavia Wealth Advisors, LLC2,558$473.2K0.05%−33−1.3%Reduced
CWA Asset Management Group, LLC2,575$476.7K0.02%+323+14.3%Added
Schnieders Capital Management, LLC.2,577$477.0K0.07%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC2,578$477.2K0.04%+326+14.5%Added
Bluefin Capital Management, LLC2,600$481.3K0.14%+2,600New
Paradigm Asset Management Co LLC2,635$487.8K0.11%−100−3.7%Reduced
Lazari Capital Management, Inc.2,636$487.9K0.16%−109−4.0%Reduced
Longfellow Investment Management Co LLC2,648$490.2K0.11%00.0%Unchanged
American Investment Services, Inc.2,656$491.7K0.11%00.0%Unchanged
Daymark Wealth Partners, LLC2,660$492.4K0.02%+54+2.1%Added
Brown, Lisle/Cummings, Inc.2,663$492.9K0.12%+130+5.1%Added
Fisher Asset Management, LLC2,680$496.1K0.00%+459+20.7%Added
Oak Grove Capital LLC2,700$499.8K0.10%00.0%Unchanged
Wealthcare Advisory Partners LLC2,701$500.0K0.01%+41+1.5%Added
Stephens Inc2,708$501.3K0.01%−161−5.6%Reduced
Ascent Group, LLC2,714$502.4K0.02%+267+10.9%Added
Gables Capital Management Inc.2,715$502.6K0.21%−25−0.9%Reduced
Journey Strategic Wealth LLC2,717$503.0K0.01%−76−2.7%Reduced
Rehmann Capital Advisory Group2,727$505.0K0.03%+499+22.4%Added
International Assets Investment Management, LLC2,745$508.1K0.03%−95−3.3%Reduced
Western Financial Corp2,749$508.9K0.20%+70+2.6%Added
Strategic Advocates LLC2,728$509.7K0.13%−219−7.4%Reduced
William Allan, LLC2,754$509.8K0.29%+10+0.4%Added
Ghe, LLC2,756$510.2K0.17%+2,756New
Lantern Wealth Advisors, LLC2,775$513.7K0.27%00.0%Unchanged
TownSquare Capital, LLC2,781$514.8K0.12%+356+14.7%Added
Fideuram - Intesa Sanpaolo Private Banking S.P.A.2,785$515.5K0.02%+2,785New
Phoenix Holdings Ltd.2,792$516.4K0.01%+2,792New
IFP Advisors, Inc2,795$517.4K0.01%−410−12.8%Reduced
Pinnacle Financial Partners, Inc.2,792$518.0K0.00%+2,792New
Element Wealth, LLC2,804$519.0K0.21%+20+0.7%Added
Savvy Advisors, Inc.2,818$521.7K0.02%+1,359+93.1%Added
Mogy Joel R Investment Counsel Inc2,825$522.9K0.03%00.0%Unchanged
Nilsine Partners, LLC2,825$522.9K0.05%+224+8.6%Added
Magnolia Capital Advisors LLC2,828$523.5K0.11%+2,828New
Adams Wealth Management2,866$530.5K0.11%−122−4.1%Reduced
McMahon Financial Advisors, LLC2,898$536.4K0.11%00.0%Unchanged
Market Street Wealth Management Advisors LLC2,923$541.1K0.08%+10+0.3%Added
Fulcrum Capital LLC2,929$542.2K0.11%00.0%Unchanged
First National Bank Sioux Falls2,935$543.3K0.16%00.0%Unchanged
Rexford Capital Inc2,943$544.8K0.41%+230+8.5%Added
Mutual Advisors, LLC2,944$545.0K0.01%00.0%Unchanged
ORG Wealth Partners, LLC2,941$545.2K0.13%+2+0.1%Added
TD Waterhouse Canada Inc.2,949$545.9K0.00%+142+5.1%Added
EverSource Wealth Advisors, LLC2,952$546.6K0.02%+96+3.4%Added
TD Private Client Wealth LLC2,980$551.6K0.01%+119+4.2%Added
Roble, Belko & Company, Inc3,000$555.0K0.07%00.0%Unchanged
Merrion Investment Management Co, LLC3,000$555.3K0.30%00.0%Unchanged
Westover Capital Advisors, LLC3,000$555.3K0.10%00.0%Unchanged
New England Research & Management, Inc.3,010$557.2K0.24%−90−2.9%Reduced
Oxford Financial Group Ltd3,038$562.3K0.03%+41+1.4%Added
Cheviot Value Management, LLC3,065$563.2K0.06%00.0%Unchanged
First Dallas Securities Inc.3,100$573.8K0.21%00.0%Unchanged
Cohen Klingenstein LLC3,100$573.8K0.02%00.0%Unchanged
Capital Investment Advisors, LLC3,102$574.2K0.01%+53+1.7%Added
HBK Sorce Advisory LLC2,878$574.5K0.01%+69+2.5%Added
Welch Group, LLC3,116$576.8K0.02%+140+4.7%Added
Argentarii, LLC3,134$580.2K0.20%00.0%Unchanged
Cigna Investments Inc3,137$581.0K0.08%00.0%Unchanged
Triad Wealth Partners, LLC3,160$584.9K0.06%+410+14.9%Added
Warren Averett Asset Management, LLC3,167$586.2K0.00%+636+25.1%Added
Ofi Invest Asset Management3,729$587.7K0.01%+217+6.2%Added
WealthTrust Axiom LLC3,200$592.4K0.15%00.0%Unchanged
Childress Capital Advisors, LLC3,220$596.1K0.10%+1,286+66.5%Added
Reuter James Wealth Management, LLC3,225$597.0K0.08%00.0%Unchanged
Strategic Blueprint, LLC3,267$604.7K0.04%+1,348+70.2%Added
TTP Investments, Inc.3,276$606.5K0.20%+10.0%Added
GTS Securities LLC3,287$608.5K0.02%+1,130+52.4%Added
Supplemental Annuity Collective Trust of NJ3,300$610.9K0.16%00.0%Unchanged
Prime Capital Investment Advisors, LLC3,304$611.7K0.01%+54+1.7%Added
Index Technologies Group LLC3,312$613.1K0.64%+3,312New
Diversify Wealth Management, LLC3,332$614.4K0.03%+118+3.7%Added
Ameritas Investment Partners, Inc.3,322$614.9K0.02%−54−1.6%Reduced
Monument Capital Management3,325$615.5K0.15%+1,044+45.8%Added