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 |
|---|---|---|---|---|---|
| JDM Financial Group LLC | 3,350 | $620.1K | 0.24% | −472−12.3% | Reduced |
| Mather Group, LLC. | 3,355 | $621.0K | 0.01% | +332+11.0% | Added |
| Yoffe Investment Management, LLC | 3,383 | $626.2K | 0.80% | 00.0% | Unchanged |
| United Advisor Group, LLC | 3,388 | $627.2K | 0.08% | +183+5.7% | Added |
| PCM Encore, LLC | 3,414 | $632.0K | 0.13% | +3,414 | New |
| Premier Path Wealth Partners, LLC | 3,443 | $637.4K | 0.08% | +198+6.1% | Added |
| Purkiss Capital Advisors LLC | 3,465 | $641.5K | 0.30% | +6+0.2% | Added |
| Brown Brothers Harriman & Co | 3,530 | $653.4K | 0.00% | +1,777+101.4% | Added |
| Schulhoff & Co Inc | 3,531 | $653.6K | 0.28% | 00.0% | Unchanged |
| AE Wealth Management LLC | 3,557 | $658.4K | 0.00% | +858+31.8% | Added |
| Bearing Point Capital, LLC | 3,572 | $661.2K | 0.10% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 3,585 | $663.6K | 0.23% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 3,586 | $663.8K | 0.02% | −2,566−41.7% | Reduced |
| Nabity-Jensen Investment Management Inc | 3,590 | $664.5K | 0.45% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,608 | $667.9K | 0.04% | +9+0.3% | Added |
| Rothschild Investment LLC | 3,624 | $670.9K | 0.04% | +29+0.8% | Added |
| Pallas Capital Advisors LLC | 3,630 | $671.9K | 0.02% | −72−1.9% | Reduced |
| Summit Financial, LLC | 3,676 | $680.5K | 0.01% | −89−2.4% | Reduced |
| IHT Wealth Management, LLC | 3,687 | $682.5K | 0.02% | −226−5.8% | Reduced |
| GWN Securities Inc. | 3,711 | $687.0K | 0.14% | +721+24.1% | Added |
| Sound View Wealth Advisors Group, LLC | 3,714 | $687.5K | 0.05% | +2+0.1% | Added |
| RS Crum Inc. | 3,726 | $689.7K | 0.14% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 3,800 | $703.4K | 0.06% | −214−5.3% | Reduced |
| Tobias Financial Advisors, Inc. | 3,804 | $704.2K | 0.10% | +57+1.5% | Added |
| Bernicke Wealth Management, Ltd. | 3,824 | $707.9K | 0.09% | +3,824 | New |
| Boothbay Fund Management, LLC | 3,844 | $711.6K | 0.02% | +2,488+183.5% | Added |
| Alteri Wealth LLC | 3,861 | $714.6K | 0.23% | +241+6.7% | Added |
| Sage Mountain Advisors LLC | 3,915 | $724.6K | 0.04% | +529+15.6% | Added |
| GKV Capital Management Co., Inc. | 3,920 | $725.6K | 0.27% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,938 | $729.0K | 0.03% | +28+0.7% | Added |
| Beacon Investment Advisors LLC | 3,938 | $729.1K | 0.29% | +20+0.5% | Added |
| Hilltop Holdings Inc. | 3,945 | $730.3K | 0.04% | −314−7.4% | Reduced |
| Sagespring Wealth Partners, LLC | 3,955 | $732.2K | 0.01% | +490+14.1% | Added |
| SkyView Investment Advisors, LLC | 3,986 | $738.0K | 0.09% | −93−2.3% | Reduced |
| Sargent Investment Group, LLC | 3,998 | $740.0K | 0.09% | +3,998 | New |
| Strathmore Capital Advisors, Inc. | 3,998 | $740.1K | 0.24% | −10.0% | Reduced |
| Manske Wealth Management | 4,002 | $740.9K | 0.22% | +2+0.1% | Added |
| HighPoint Advisor Group LLC | 4,003 | $741.0K | 0.02% | −20−0.5% | Reduced |
| Joel Isaacson & Co., LLC | 4,018 | $743.8K | 0.02% | +40+1.0% | Added |
| LMR Partners LLP | 4,038 | $747.5K | 0.01% | +4,038 | New |
| White Pine Capital LLC | 4,057 | $751.0K | 0.21% | +103+2.6% | Added |
| Future Financial Wealth Managment LLC | 4,085 | $753.0K | 0.51% | +6+0.1% | Added |
| VestGen Advisors, LLC | 4,096 | $758.2K | 0.03% | +74+1.8% | Added |
| Sumitomo Life Insurance Co | 4,115 | $761.7K | 0.02% | +45+1.1% | Added |
| Tritonpoint Wealth, LLC | 4,133 | $765.1K | 0.08% | −570−12.1% | Reduced |
| Invst, LLC | 4,147 | $767.6K | 0.08% | −311−7.0% | Reduced |
| CFM Wealth Partners LLC | 4,150 | $768.3K | 0.11% | −480−10.4% | Reduced |
| CacheTech Inc. | 4,155 | $769.1K | 0.14% | +1,167+39.1% | Added |
| Michels Family Financial, LLC | 4,248 | $786.4K | 0.58% | −85−2.0% | Reduced |
| Insigneo Advisory Services, LLC | 4,294 | $794.8K | 0.06% | −764−15.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,307 | $797.3K | 0.04% | +192+4.7% | Added |
| Monetary Management Group Inc | 4,325 | $800.6K | 0.19% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4,296 | $802.7K | 0.03% | +176+4.3% | Added |
| L2 Asset Management, LLC | 4,388 | $812.3K | 0.11% | +691+18.7% | Added |
| Chilton Capital Management LLC | 4,427 | $819.5K | 0.03% | −645−12.7% | Reduced |
| Checchi Capital Advisers, LLC | 4,429 | $819.9K | 0.06% | −15−0.3% | Reduced |
| Nwam LLC | 4,431 | $821.1K | 0.05% | +4,431 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 4,490 | $831.1K | 0.06% | +574+14.7% | Added |
| Skopos Labs, Inc. | 4,439 | $832.7K | 0.04% | +1,463+49.2% | Added |
| Versor Investments LP | 4,500 | $833.0K | 0.13% | +4,500 | New |
| Machina Capital S.A.S. | 4,502 | $833.4K | 0.16% | +4,502 | New |
| Pekin Hardy Strauss, Inc. | 4,520 | $836.7K | 0.08% | +30+0.7% | Added |
| Veridan Wealth LLC | 4,563 | $844.7K | 0.28% | +53+1.2% | Added |
| Bradley Foster & Sargent Inc | 4,593 | $850.2K | 0.01% | +2,058+81.2% | Added |
| Savant Capital, LLC | 4,598 | $851.2K | 0.00% | +891+24.0% | Added |
| Profund Advisors LLC | 4,618 | $854.8K | 0.03% | +444+10.6% | Added |
| Regal Investment Advisors LLC | 4,709 | $871.6K | 0.05% | −183−3.7% | Reduced |
| Trust Co of Vermont | 4,713 | $872.4K | 0.04% | +4+0.1% | Added |
| Belpointe Asset Management LLC | 4,721 | $874.0K | 0.03% | −207−4.2% | Reduced |
| MSH Capital Advisors LLC | 4,755 | $880.2K | 0.19% | +24+0.5% | Added |
| Applied Finance Capital Management, LLC | 4,781 | $885.0K | 0.06% | −190−3.8% | Reduced |
| Clough Capital Partners L P | 4,800 | $888.5K | 0.08% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,800 | $888.6K | 0.12% | −283−5.6% | Reduced |
| TBH Global Asset Management, LLC | 4,804 | $889.3K | 0.16% | −150−3.0% | Reduced |
| Ballentine Partners, LLC | 4,815 | $891.2K | 0.01% | +284+6.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,820 | $892.2K | 0.04% | +458+10.5% | Added |
| Clarius Group, LLC | 4,832 | $894.5K | 0.05% | +5+0.1% | Added |
| Shelton Capital Management | 4,862 | $900.0K | 0.02% | +3,200+192.5% | Added |
| SG Trading Solutions, LLC | 4,867 | $901.0K | 0.21% | +4,867 | New |
| Kestra Investment Management, LLC | 4,879 | $903.2K | 0.02% | +168+3.6% | Added |
| Balyasny Asset Management LLC | 4,886 | $904.4K | 0.00% | +1,354+38.3% | Added |
| Davenport & Co LLC | 4,898 | $906.7K | 0.00% | +1,000+25.7% | Added |
| RiverFront Investment Group, LLC | 4,908 | $908.5K | 0.01% | +5+0.1% | Added |
| Pensionmark Financial Group, LLC | 4,975 | $920.9K | 0.02% | +626+14.4% | Added |
| Snowden Capital Advisors LLC | 4,988 | $923.3K | 0.02% | −215−4.1% | Reduced |
| Parallel Advisors, LLC | 4,991 | $923.9K | 0.02% | −40−0.8% | Reduced |
| American Assets Inc | 5,000 | $925.5K | 0.29% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 5,037 | $932.4K | 0.15% | −124−2.4% | Reduced |
| TrueWealth Advisors, LLC | 5,060 | $936.7K | 0.24% | −2,100−29.3% | Reduced |
| Oppenheimer Asset Management Inc. | 5,069 | $938.3K | 0.01% | −3,793−42.8% | Reduced |
| Radnor Capital Management, LLC | 5,087 | $941.7K | 0.14% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 5,095 | $943.3K | 0.03% | +490+10.6% | Added |
| National Asset Management, Inc. | 5,115 | $946.8K | 0.04% | +648+14.5% | Added |
| Diversify Advisory Services, LLC | 5,124 | $947.5K | 0.03% | −1,375−21.2% | Reduced |
| First Pacific Financial | 5,139 | $951.3K | 0.12% | +4,823+1,526.3% | Added |
| Vestmark Advisory Solutions, Inc. | 5,151 | $953.4K | 0.01% | +390+8.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $974.3K | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 5,301 | $981.3K | 0.00% | −5,523−51.0% | Reduced |
| Wedbush Securities Inc | 5,317 | $984.0K | 0.03% | −6−0.1% | Reduced |
| J.W. Cole Advisors, Inc. | 5,931 | $988.2K | 0.02% | −51−0.9% | Reduced |