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 |
|---|---|---|---|---|---|
| Everhart Financial Group, Inc. | 5,343 | $989.0K | 0.09% | +593+12.5% | Added |
| Meadowbrook Wealth Management, LLC | 5,350 | $990.3K | 1.13% | −220−3.9% | Reduced |
| Aspiriant, LLC | 5,380 | $995.8K | 0.03% | +91+1.7% | Added |
| GF Fund Management Co. Ltd. | 5,409 | $1.00M | 0.02% | −68−1.2% | Reduced |
| J. Safra Sarasin Holding AG | 5,426 | $1.00M | 0.02% | +2,627+93.9% | Added |
| Custom Index Systems, LLC | 5,426 | $1.00M | 0.44% | −3,192−37.0% | Reduced |
| Oak Thistle LLC | 5,430 | $1.01M | 0.14% | +5,430 | New |
| Sun Life Financial INC | 5,478 | $1.01M | 0.05% | −53,667−90.7% | Reduced |
| Vontobel Holding Ltd. | 5,570 | $1.03M | 0.00% | +3,212+136.2% | Added |
| Investors Research Corp | 5,579 | $1.03M | 0.19% | +39+0.7% | Added |
| Capital International Sarl | 5,648 | $1.05M | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 5,657 | $1.05M | 0.02% | +29+0.5% | Added |
| Jefferies Financial Group Inc. | 5,679 | $1.05M | 0.01% | +5,679 | New |
| Pinebridge Investments LLC | 5,717 | $1.06M | 0.01% | +5,717 | New |
| Genesee Capital Advisors, LLC | 5,718 | $1.06M | 0.43% | +169+3.0% | Added |
| Marshall Financial Group LLC | 5,748 | $1.06M | 0.21% | −25−0.4% | Reduced |
| Adams Asset Advisors, LLC | 5,789 | $1.07M | 0.14% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 5,856 | $1.08M | 0.02% | −13,315−69.5% | Reduced |
| Ritholtz Wealth Management | 5,863 | $1.09M | 0.02% | +192+3.4% | Added |
| Evergreen Capital Management LLC | 5,863 | $1.09M | 0.02% | +890+17.9% | Added |
| Retirement Planning Co of New England, Inc. | 5,864 | $1.09M | 0.44% | −389−6.2% | Reduced |
| Farther Finance Advisors, LLC | 5,877 | $1.09M | 0.01% | +1,295+28.3% | Added |
| Resources Investment Advisors, LLC. | 5,916 | $1.10M | 0.01% | −856−12.6% | Reduced |
| Raiffeisen Bank International AG | 5,868 | $1.10M | 0.01% | −244−4.0% | Reduced |
| Signaturefd, LLC | 6,126 | $1.13M | 0.02% | +393+6.9% | Added |
| Solidarilty Wealth, LLC | 6,216 | $1.15M | 0.24% | 00.0% | Unchanged |
| Secured Retirement Advisors, LLC | 6,273 | $1.16M | 0.65% | −487−7.2% | Reduced |
| Marino, Stram & Associates LLC | 6,330 | $1.17M | 0.21% | +18+0.3% | Added |
| Farringdon Capital, Ltd. | 6,376 | $1.18M | 0.29% | +6,376 | New |
| Novem Group | 6,409 | $1.19M | 0.14% | +164+2.6% | Added |
| Quantbot Technologies LP | 6,436 | $1.19M | 0.04% | −13,446−67.6% | Reduced |
| Golden State Equity Partners | 6,500 | $1.20M | 0.19% | −335−4.9% | Reduced |
| TCW Group Inc | 6,578 | $1.22M | 0.01% | +6,578 | New |
| Benjamin Edwards Inc | 6,598 | $1.22M | 0.01% | +317+5.0% | Added |
| Knollwood Investment Advisory, LLC | 6,650 | $1.23M | 0.12% | 00.0% | Unchanged |
| Gabelli Funds LLC | 6,750 | $1.25M | 0.01% | −250−3.6% | Reduced |
| Spire Wealth Management | 6,819 | $1.26M | 0.04% | +3,735+121.1% | Added |
| Arkadios Wealth Advisors | 6,885 | $1.27M | 0.03% | +1,015+17.3% | Added |
| Renaissance Group LLC | 6,905 | $1.28M | 0.05% | +85+1.2% | Added |
| Portside Wealth Group, LLC | 6,936 | $1.28M | 0.17% | +602+9.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,942 | $1.29M | 0.00% | 00.0% | Unchanged |
| one8zero8, LLC | 6,942 | $1.29M | 0.28% | −245−3.4% | Reduced |
| Assenagon Asset Management S.A. | 6,969 | $1.29M | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 6,992 | $1.29M | 0.02% | +734+11.7% | Added |
| Global Retirement Partners, LLC | 6,996 | $1.30M | 0.02% | +4,922+237.3% | Added |
| Kinneret Advisory, LLC | 7,001 | $1.30M | 0.11% | −191−2.7% | Reduced |
| Gifford Fong Associates | 7,000 | $1.30M | 0.26% | 00.0% | Unchanged |
| Cypress Capital Group | 7,017 | $1.30M | 0.15% | +7,017 | New |
| Yelin Lapidot Holdings Management Ltd. | 7,150 | $1.32M | 0.27% | 00.0% | Unchanged |
| GAMMA Investing LLC | 7,161 | $1.33M | 0.07% | +565+8.6% | Added |
| Commerzbank Aktiengesellschaft | 7,170 | $1.33M | 0.03% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 7,200 | $1.33M | 1.10% | 00.0% | Unchanged |
| Qtron Investments LLC | 7,270 | $1.35M | 0.17% | −528−6.8% | Reduced |
| Harvest Portfolios Group Inc. | 7,290 | $1.35M | 0.02% | −3,608−33.1% | Reduced |
| KG&L Capital Management,LLC | 7,772 | $1.35M | 0.35% | −100−1.3% | Reduced |
| Everence Capital Management Inc | 7,319 | $1.35M | 0.08% | 00.0% | Unchanged |
| Wedmont Private Capital | 7,389 | $1.36M | 0.05% | +187+2.6% | Added |
| Coldstream Capital Management Inc | 7,376 | $1.37M | 0.02% | −921−11.1% | Reduced |
| Integrated Wealth Concepts LLC | 7,472 | $1.38M | 0.02% | −2,663−26.3% | Reduced |
| Frank, Rimerman Advisors LLC | 7,502 | $1.39M | 0.09% | +82+1.1% | Added |
| Vise Technologies, Inc. | 7,532 | $1.39M | 0.03% | +3,574+90.3% | Added |
| Chung Wu Investment Group, LLC | 7,550 | $1.40M | 1.14% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 7,607 | $1.41M | 0.01% | +443+6.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,638 | $1.41M | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 7,674 | $1.42M | 0.01% | +769+11.1% | Added |
| Cascade Financial Partners, LLC | 7,777 | $1.44M | 0.15% | +3,162+68.5% | Added |
| Wellington Shields & Co., LLC | 7,819 | $1.45M | 0.36% | +519+7.1% | Added |
| Bedel Financial Consulting, Inc. | 7,875 | $1.46M | 0.16% | +42+0.5% | Added |
| Emergent Wealth Advisors, LLC | 7,947 | $1.47M | 0.83% | +452+6.0% | Added |
| Perigon Wealth Management, LLC | 7,970 | $1.48M | 0.03% | +50+0.6% | Added |
| Wealth Preservation Advisors, LLC | 8,002 | $1.48M | 0.75% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 8,035 | $1.49M | 0.37% | −248−3.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,062 | $1.49M | 0.01% | +456+6.0% | Added |
| Affinity Investment Advisors, LLC | 8,134 | $1.51M | 1.00% | −412−4.8% | Reduced |
| Mark Asset Management LP | 8,148 | $1.51M | 0.17% | +53+0.7% | Added |
| Syon Capital LLC | 8,220 | $1.52M | 0.08% | +477+6.2% | Added |
| Apollon Wealth Management, LLC | 8,284 | $1.53M | 0.03% | +469+6.0% | Added |
| Valeo Financial Advisors, LLC | 8,396 | $1.55M | 0.03% | +175+2.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,526 | $1.58M | 0.10% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 8,584 | $1.59M | 0.32% | −387−4.3% | Reduced |
| InTrack Investment Management Inc | 8,663 | $1.60M | 0.90% | +391+4.7% | Added |
| Steel Peak Wealth Management LLC | 8,673 | $1.61M | 0.05% | +1,198+16.0% | Added |
| Fox Run Management, L.L.C. | 8,695 | $1.61M | 0.25% | +8,695 | New |
| Squarepoint Ops LLC | 8,700 | $1.61M | 0.00% | −1,922−18.1% | Reduced |
| Siemens Fonds Invest GmbH | 8,683 | $1.62M | 0.09% | +4,130+90.7% | Added |
| MUFG Securities Americas Inc. | 8,795 | $1.63M | 0.10% | −9−0.1% | Reduced |
| Securian Asset Management, Inc | 8,877 | $1.64M | 0.06% | −6,878−43.7% | Reduced |
| Greenleaf Trust | 8,880 | $1.64M | 0.02% | −141−1.6% | Reduced |
| Sequoia Financial Advisors, LLC | 9,073 | $1.68M | 0.01% | +1,370+17.8% | Added |
| Principal Securities, Inc. | 9,089 | $1.68M | 0.03% | +547+6.4% | Added |
| Tower Research Capital LLC (TRC) | 9,102 | $1.68M | 0.04% | −687−7.0% | Reduced |
| Generali Asset Management SPA SGR | 9,173 | $1.70M | 0.03% | +8,781+2,240.1% | Added |
| Palogic Value Management, L.P. | 9,215 | $1.71M | 0.73% | +186+2.1% | Added |
| Journey Retirement Planning & Investment Management LLC | 9,244 | $1.71M | 0.35% | +9,244 | New |
| Cullen Capital Management LLC | 9,250 | $1.71M | 0.02% | −148−1.6% | Reduced |
| Stevens Capital Management LP | 9,549 | $1.77M | 0.62% | −12,075−55.8% | Reduced |
| Meeder Advisory Services, Inc. | 9,557 | $1.77M | 0.08% | −396−4.0% | Reduced |
| Old Port Advisors | 9,619 | $1.78M | 0.44% | +2,008+26.4% | Added |
| Tema ETFs LLC | 9,774 | $1.81M | 0.14% | −28−0.3% | Reduced |
| LDR Capital Management LLC | 9,861 | $1.83M | 2.53% | +5,442+123.2% | Added |