Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
In the last 90 days, Simon Property Group Inc. insiders filed 11 open-market purchases and 0 sales; 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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 9,997 | $1.85M | 0.06% | −651−6.1% | Reduced |
| Mystic Asset Management, Inc. | 10,072 | $1.86M | 0.42% | −110−1.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 10,078 | $1.87M | 0.09% | −202−2.0% | Reduced |
| Diligent Investors, LLC | 10,193 | $1.89M | 0.46% | −23−0.2% | Reduced |
| Sowell Financial Services LLC | 10,257 | $1.90M | 0.07% | +625+6.5% | Added |
| Sarasin & Partners LLP | 10,265 | $1.90M | 0.02% | −548−5.1% | Reduced |
| Morangie Management LLC | 10,272 | $1.90M | 1.52% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 10,313 | $1.91M | 1.12% | −295−2.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,430 | $1.93M | 0.02% | +25+0.2% | Added |
| Brinker Capital Investments, LLC | 10,431 | $1.93M | 0.01% | −262−2.5% | Reduced |
| Jeppson Wealth Management, LLC | 10,454 | $1.94M | 0.61% | −55−0.5% | Reduced |
| Merit Financial Group, LLC | 10,459 | $1.94M | 0.02% | +2,542+32.1% | Added |
| We Are One Seven, LLC | 10,466 | $1.94M | 0.04% | +96+0.9% | Added |
| Arbor Capital Management Inc | 10,451 | $1.94M | 1.63% | −795−7.1% | Reduced |
| Lincluden Management Ltd | 10,519 | $1.95M | 0.17% | 00.0% | Unchanged |
| Howland Capital Management LLC | 10,602 | $1.96M | 0.07% | −80−0.7% | Reduced |
| Quadrant Capital Group LLC | 10,643 | $1.97M | 0.06% | −92−0.9% | Reduced |
| BCGM Wealth Management, LLC | 10,803 | $2.00M | 0.51% | +172+1.6% | Added |
| Cary Street Partners Financial LLC | 10,842 | $2.01M | 0.05% | −495−4.4% | Reduced |
| Norden Group LLC | 10,901 | $2.02M | 0.20% | +621+6.0% | Added |
| E. Ohman J:or Asset Management AB | 11,029 | $2.04M | 0.05% | −3,071−21.8% | Reduced |
| North Dakota State Investment Board | 11,109 | $2.06M | 0.08% | +11,109 | New |
| ING Groep NV | 11,191 | $2.07M | 0.01% | −17−0.2% | Reduced |
| Westerkirk Capital Inc. | 11,200 | $2.07M | 0.20% | +3,300+41.8% | Added |
| Tokio Marine Asset Management Co Ltd | 11,221 | $2.08M | 0.07% | +384+3.5% | Added |
| Guggenheim Capital LLC | 11,252 | $2.08M | 0.02% | +2,817+33.4% | Added |
| NewEdge Wealth, LLC | 11,266 | $2.09M | 0.02% | +3,230+40.2% | Added |
| Callan Family Office, LLC | 11,304 | $2.09M | 0.04% | +6,142+119.0% | Added |
| Presima Inc. | 11,492 | $2.13M | 1.23% | +3,598+45.6% | Added |
| Walleye Capital LLC | 11,512 | $2.13M | 0.01% | −1,242−9.7% | Reduced |
| Wellington Shields Capital Management, LLC | 11,680 | $2.16M | 0.32% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 11,694 | $2.16M | 0.01% | −2,104−15.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,954 | $2.21M | 0.13% | −485−3.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,971 | $2.22M | 0.01% | +740+6.6% | Added |
| M&G Plc | 11,997 | $2.22M | 0.01% | +139+1.2% | Added |
| Signet Financial Management, LLC | 11,997 | $2.22M | 0.25% | −14−0.1% | Reduced |
| Pasadena Private Wealth, LLC | 12,042 | $2.23M | 0.30% | +12,042 | New |
| Vinva Investment Management Ltd | 11,947 | $2.23M | 0.03% | −12,972−52.1% | Reduced |
| CCM Investment Advisers LLC | 12,120 | $2.24M | 0.21% | −60−0.5% | Reduced |
| Agf Management Ltd | 12,173 | $2.25M | 0.01% | +1,300+12.0% | Added |
| BLI - Banque de Luxembourg Investments | 12,100 | $2.26M | 0.07% | −400−3.2% | Reduced |
| Fortem Financial Group, LLC | 12,221 | $2.26M | 0.60% | +362+3.1% | Added |
| Sigma Planning Corp | 12,262 | $2.27M | 0.06% | +4,011+48.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,372 | $2.29M | 0.06% | +6,303+103.9% | Added |
| 1832 Asset Management L.P. | 12,420 | $2.30M | 0.00% | −6,713−35.1% | Reduced |
| Fideuram Asset Management (Ireland) dac | 12,466 | $2.30M | 0.18% | +12,466 | New |
| Cim, LLC | 12,592 | $2.33M | 0.31% | +19+0.2% | Added |
| Tower Bridge Advisors | 12,625 | $2.34M | 0.24% | −25−0.2% | Reduced |
| HRT Financial LP | 12,634 | $2.34M | 0.01% | +12,634 | New |
| Red Cedar Investment Management, LLC | 12,748 | $2.36M | 0.25% | 00.0% | Unchanged |
| Diversified Trust Co | 12,871 | $2.38M | 0.04% | −3,499−21.4% | Reduced |
| Carret Asset Management, LLC | 12,873 | $2.38M | 0.23% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 12,913 | $2.39M | 0.01% | +3,373+35.4% | Added |
| Perpetual Ltd | 13,063 | $2.42M | 0.03% | +4,128+46.2% | Added |
| Cascade Investment Group, Inc. | 13,096 | $2.42M | 1.62% | −507−3.7% | Reduced |
| Assetmark, Inc | 13,096 | $2.42M | 0.00% | +658+5.3% | Added |
| Kestra Private Wealth Services, LLC | 13,148 | $2.43M | 0.03% | +600+4.8% | Added |
| Moran Wealth Management, LLC | 13,174 | $2.44M | 0.07% | +282+2.2% | Added |
| Cunning Capital Partners, LP | 13,189 | $2.44M | 1.13% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 13,224 | $2.45M | 0.58% | +1,102+9.1% | Added |
| MUFG Securities EMEA plc | 13,400 | $2.48M | 0.03% | +7,151+114.4% | Added |
| Adell Harriman & Carpenter Inc | 13,458 | $2.49M | 0.15% | +50+0.4% | Added |
| Hudson Canyon Capital Management | 13,495 | $2.50M | 1.46% | +250+1.9% | Added |
| Omers Administration Corp | 13,602 | $2.52M | 0.02% | −10,086−42.6% | Reduced |
| Advisors Asset Management, Inc. | 13,613 | $2.52M | 0.04% | −3,656−21.2% | Reduced |
| Intech Investment Management LLC | 13,747 | $2.54M | 0.02% | −7,926−36.6% | Reduced |
| LSV Asset Management | 13,820 | $2.56M | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 13,803 | $2.57M | 0.17% | −6,050−30.5% | Reduced |
| United Capital Financial Advisers, LLC | 13,958 | $2.58M | 0.02% | +1,475+11.8% | Added |
| Oddo BHF Asset Management SAS | 14,206 | $2.63M | 0.10% | +3,399+31.5% | Added |
| Quadrature Capital Ltd | 14,341 | $2.65M | 0.03% | +14,341 | New |
| Financial Management Network Inc | 14,475 | $2.66M | 0.42% | −1,302−8.3% | Reduced |
| Miracle Mile Advisors, LLC | 14,398 | $2.67M | 0.04% | −148−1.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 14,413 | $2.67M | 0.02% | +29+0.2% | Added |
| Redmond Asset Management, LLC | 14,444 | $2.67M | 0.68% | −51−0.4% | Reduced |
| Slagle Financial, LLC | 14,461 | $2.68M | 0.93% | +30.0% | Added |
| AG2R la Mondiale Gestion D'Actifs | 14,872 | $2.75M | 0.12% | +873+6.2% | Added |
| Stamos Capital Partners, L.P. | 15,041 | $2.78M | 0.45% | +5,357+55.3% | Added |
| U S Wealth Group, LLC. | 15,061 | $2.79M | 1.84% | −88−0.6% | Reduced |
| New Mexico Educational Retirement Board | 15,095 | $2.79M | 0.08% | +1,200+8.6% | Added |
| Tocqueville Asset Management L.P. | 15,120 | $2.80M | 0.04% | +148+1.0% | Added |
| Braeburn Wealth Management LLC | 15,271 | $2.83M | 1.44% | +15,271 | New |
| TCG Advisory Services, LLC | 15,300 | $2.83M | 0.08% | −52−0.3% | Reduced |
| Lodestone Wealth Management LLC | 15,397 | $2.85M | 1.16% | −158−1.0% | Reduced |
| Inspire Trust Co, N.A. | 15,500 | $2.87M | 0.47% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 15,726 | $2.91M | 0.05% | +15,726 | New |
| Evolve Private Wealth, LLC | 15,804 | $2.93M | 0.17% | +15,804 | New |
| Erste Asset Management GmbH | 15,632 | $2.93M | 0.02% | +526+3.5% | Added |
| Nomura Holdings Inc | 15,953 | $2.95M | 0.01% | +1,987+14.2% | Added |
| Summit Global Investments | 16,040 | $2.97M | 0.18% | −25,622−61.5% | Reduced |
| Westpac Banking Corp | 16,200 | $3.00M | 0.19% | −25,609−61.3% | Reduced |
| Canada Post Corp Registered Pension Plan | 16,258 | $3.01M | 0.11% | +3,530+27.7% | Added |
| CAPROCK Group, Inc. | 16,306 | $3.02M | 0.06% | +1,435+9.6% | Added |
| Maryland State Retirement & Pension System | 16,325 | $3.02M | 0.06% | 00.0% | Unchanged |
| Blair William & Co | 16,397 | $3.04M | 0.01% | −307−1.8% | Reduced |
| RSM US Wealth Management LLC | 16,071 | $3.04M | 0.04% | −1,700−9.6% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 16,468 | $3.05M | 0.23% | −22,981−58.3% | Reduced |
| iA Global Asset Management Inc. | 16,605 | $3.07M | 0.04% | −28−0.2% | Reduced |
| Gulf International Bank (UK) Ltd | 16,625 | $3.08M | 0.10% | +37+0.2% | Added |
| Louisiana State Employees Retirement System | 16,700 | $3.09M | 0.05% | −400−2.3% | Reduced |