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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.

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
Pure Financial Advisors, Inc.1,553$287.5K0.00%+354+29.5%Added
Keebeck Wealth Management, LLC1,545$286.0K0.03%+1,545New
Prosperity Consulting Group, LLC1,539$284.9K0.01%+30+2.0%Added
StoneX Group Inc.1,529$283.0K0.01%+1,529New
Heartland Bank & Trust Co1,526$282.5K0.12%−11−0.7%Reduced
Jacobi Capital Management LLC1,524$282.2K0.02%00.0%Unchanged
Private Trust Co NA1,520$281.4K0.02%−1,335−46.8%Reduced
Sivia Capital Partners, LLC1,518$281.1K0.06%+1,518New
Lavaca Capital LLC1,500$277.7K0.05%00.0%Unchanged
Cladis Investment Advisory, LLC1,500$277.7K0.15%00.0%Unchanged
Dover Advisors, LLC1,500$277.7K0.11%+1,500New
Advisors Preferred, LLC1,505$276.9K0.05%+1,505New
Howard Capital Management Group, LLC1,490$275.8K0.02%−2,949−66.4%Reduced
Csenge Advisory Group1,483$274.6K0.01%+2+0.1%Added
U.S. Capital Wealth Advisors, LLC1,480$273.9K0.01%+15+1.0%Added
Miller Global Investments, LLC1,479$273.8K0.25%+1,479New
Crestwood Advisors Group LLC1,472$272.5K0.00%+401+37.4%Added
Schwarz Dygos Wheeler Investment Advisors LLC1,468$271.7K0.06%00.0%Unchanged
Murphy Pohlad Asset Management LLC1,466$271.4K0.10%00.0%Unchanged
Alta Wealth Advisors LLC1,465$271.2K0.09%+4+0.3%Added
Washington Trust Co1,454$269.1K0.01%00.0%Unchanged
SlateStone Wealth, LLC1,453$269.0K0.02%−140−8.8%Reduced
MRP Capital Investments, LLC1,450$268.4K0.22%00.0%Unchanged
Harvest Fund Management Co., Ltd1,446$268.0K0.01%+156+12.1%Added
Barry Investment Advisors, LLC1,417$262.3K0.06%00.0%Unchanged
Schonfeld Strategic Advisors LLC1,417$262.3K0.00%−10,219−87.8%Reduced
Simplex Trading, LLC1,415$261.9K0.01%−11,297−88.9%Reduced
Calamos Wealth Management LLC1,414$261.7K0.01%+1,414New
Essex Savings Bank1,406$260.3K0.06%+1,406New
Krilogy Financial LLC1,397$258.9K0.01%−175−11.1%Reduced
Laffer Tengler Investments1,397$258.6K0.04%+1,397New
Sittner & Nelson, LLC1,294$258.3K0.09%00.0%Unchanged
Parkside Financial Bank & Trust1,387$256.7K0.02%−46−3.2%Reduced
Vicus Capital1,385$256.4K0.02%00.0%Unchanged
Xxi Wealth, LLC1,383$256.0K0.16%+1,383New
Smithfield Trust Co1,382$256.0K0.01%+8+0.6%Added
Salem Investment Counselors Inc1,367$253.0K0.01%+994+266.5%Added
LMG Wealth Partners, LLC1,366$252.9K0.05%00.0%Unchanged
Silver Lake Group, L.L.C.1,350$249.9K0.00%00.0%Unchanged
Armis Advisers, LLC1,353$249.6K0.03%+37+2.8%Added
Moors & Cabot, Inc.1,348$249.5K0.01%−6−0.4%Reduced
Marble Wealth, LLC1,343$248.7K0.03%+1,343New
Great Lakes Advisors, LLC1,342$248.5K0.00%−9−0.7%Reduced
Proficio Capital Partners LLC1,341$248.3K0.02%+78+6.2%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,335$247.1K0.00%+1,335New
Leo Wealth, LLC1,331$246.4K0.02%+157+13.4%Added
Baker Avenue Asset Management, LP1,327$245.6K0.01%−637−32.4%Reduced
MASTERINVEST Kapitalanlage GmbH1,310$244.7K0.02%00.0%Unchanged
Bridgewater Associates, LP1,322$244.7K0.00%−9,907−88.2%Reduced
Ronald Blue Trust, Inc.1,319$244.1K0.00%−125−8.7%Reduced
Koshinski Asset Management, Inc.1,309$242.3K0.02%+4+0.3%Added
Ausdal Financial Partners, Inc.1,289$238.6K0.01%−800−38.3%Reduced
Alta Advisers Ltd1,285$237.9K0.09%−100−7.2%Reduced
Hutchens & Kramer Investment Management Group, LLC1,284$237.6K0.08%−373−22.5%Reduced
Logan Capital Management Inc1,275$236.0K0.01%00.0%Unchanged
EPG Wealth Management LLC1,254$232.1K0.06%00.0%Unchanged
Canopy Partners, LLC1,236$228.8K0.07%+1,236New
AlphaGrep UK Ltd1,236$228.8K0.08%+1,236New
Perbak Capital Partners LLP1,233$228.2K0.07%+1,233New
Basecamp Wealth Advisors LLC1,233$228.2K0.05%+1,233New
Gamco Investors, Inc. Et Al1,230$227.7K0.00%00.0%Unchanged
Patton Fund Management, Inc.1,229$227.5K0.03%−351−22.2%Reduced
Cornerstone Advisory, LLC1,226$226.9K0.02%+2+0.2%Added
Deseret Mutual Benefit Administrators1,222$226.2K0.10%−199−14.0%Reduced
Flputnam Investment Management Co1,219$225.7K0.00%+22+1.8%Added
Laurel Oak Wealth Management, LLC1,219$225.6K0.04%+1,219New
Chancellor Financial Group WB LP1,210$224.0K0.15%+25+2.1%Added
Kathmere Capital Management, LLC1,207$223.4K0.02%+1,207New
Central Trust Co1,205$223.1K0.00%+2+0.2%Added
Morningstar Investment Management LLC1,205$223.0K0.01%−326−21.3%Reduced
Visionary Wealth Advisors1,202$222.4K0.01%+17+1.4%Added
Stock Yards Bank & Trust Co1,198$221.8K0.01%−100−7.7%Reduced
Hilltop National Bank1,193$220.8K0.05%00.0%Unchanged
GW Henssler & Associates Ltd1,190$220.3K0.01%+33+2.9%Added
Hilton Head Capital Partners, LLC1,188$219.9K0.13%+1,188New
XTX Topco Ltd1,182$218.8K0.01%+1,182New
Bullock Wealth Management Group1,176$217.7K0.11%+11+0.9%Added
Haverford Trust Co1,171$216.8K0.00%+12+1.0%Added
Black Diamond Financial, LLC1,171$216.8K0.02%+1+0.1%Added
Cidel Asset Management Inc1,169$216.4K0.02%00.0%Unchanged
Clearstead Advisors, LLC1,159$214.5K0.00%+334+40.5%Added
Biltmore Wealth Management, LLC1,153$213.4K0.08%+14+1.2%Added
COFG Advisors, LLC1,152$213.3K0.05%+1,152New
Longboard Asset Management, LP1,149$212.7K1.35%00.0%Unchanged
Lake Street Financial LLC1,148$212.4K0.03%+24+2.1%Added
Quad-Cities Investment Group, LLC1,144$211.8K0.09%−60−5.0%Reduced
Jane Street Group, LLC1,143$211.6K0.00%+1,143New
Armistice Capital, LLC1,139$210.8K0.01%+1,139New
NCM Capital Management, LLC1,130$209.2K0.08%+3+0.3%Added
AlphaCore Capital LLC1,126$208.4K0.00%+1,126New
BAM Wealth Management, LLC1,126$208.4K0.15%+1,126New
Skyline Advisors, Inc.1,126$208.4K0.07%+13+1.2%Added
Godshalk Welsh Capital Management, Inc.1,125$208.2K0.12%00.0%Unchanged
Jacobson & Schmitt Advisors, LLC1,125$208.2K0.04%00.0%Unchanged
a16z Perennial Management, L.P.1,123$207.9K0.02%00.0%Unchanged
Virtus ETF Advisers LLC1,122$207.7K0.10%−108−8.8%Reduced
Texas Bank & Trust Co1,122$207.7K0.08%00.0%Unchanged
Argonautica Private Wealth Management, Inc1,119$207.1K0.06%−39−3.4%Reduced
Evoke Wealth, LLC1,118$206.9K0.00%+1,118New
Ariadne Wealth Management, LP1,077$206.2K0.09%+1,077New