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 |
|---|---|---|---|---|---|
| Fortis Capital Advisors, LLC | 1,112 | $206.0K | 0.03% | −135−10.8% | Reduced |
| MidWestOne Financial Group, Inc. | 1,109 | $205.3K | 0.02% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 1,107 | $204.9K | 0.15% | −40−3.5% | Reduced |
| Waddell & Associates, LLC | 1,104 | $204.4K | 0.01% | +1,104 | New |
| Twin Peaks Wealth Advisors, LLC | 1,040 | $204.3K | 0.06% | +1,040 | New |
| Wealth Alliance | 1,101 | $203.9K | 0.02% | −2,482−69.3% | Reduced |
| Providence First Trust Co | 1,097 | $203.1K | 0.07% | +1,097 | New |
| JB Capital LLC | 1,088 | $201.5K | 0.01% | −34−3.0% | Reduced |
| Harbor Investment Advisory, LLC | 1,087 | $201.2K | 0.02% | +38+3.6% | Added |
| Versant Capital Management, Inc | 1,070 | $198.1K | 0.02% | +269+33.6% | Added |
| Cromwell Holdings LLC | 1,067 | $197.5K | 0.11% | 00.0% | Unchanged |
| Triumph Capital Management | 1,067 | $197.5K | 0.04% | +1,067 | New |
| TFC Financial Management | 1,056 | $195.5K | 0.02% | 00.0% | Unchanged |
| Motco | 1,042 | $192.9K | 0.02% | +4+0.4% | Added |
| Centaurus Financial, Inc. | 1,033 | $191.0K | 0.01% | +250+31.9% | Added |
| Hantz Financial Services, Inc. | 1,011 | $187.0K | 0.00% | +131+14.9% | Added |
| Newbridge Financial Services Group, Inc. | 1,010 | $186.9K | 0.03% | +85+9.2% | Added |
| Vestor Capital, LLC | 2,571 | $185.0K | 0.01% | +1,571+157.1% | Added |
| Greykasell Wealth Strategies, Inc. | 971 | $179.7K | 0.07% | 00.0% | Unchanged |
| Umb Bank N A | 964 | $178.4K | 0.00% | −1,191−55.3% | Reduced |
| Activest Wealth Management | 947 | $175.3K | 0.03% | −232−19.7% | Reduced |
| Onefund, LLC | 936 | $173.3K | 0.10% | +55+6.2% | Added |
| Eurizon SLJ Capital Ltd | 891 | $164.9K | 0.07% | +891 | New |
| Johnson Financial Group, Inc. | 889 | $164.6K | 0.01% | −524−37.1% | Reduced |
| Essential Partners LLC | 881 | $163.1K | 0.05% | +17+2.0% | Added |
| New Millennium Group LLC | 868 | $160.7K | 0.07% | +547+170.4% | Added |
| ORG Partners LLC | 845 | $156.4K | 0.03% | +47+5.9% | Added |
| Zions Bancorporation, National Association | 835 | $154.6K | 0.01% | +198+31.1% | Added |
| Stelac Advisory Services LLC | 833 | $154.2K | 0.05% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 821 | $152.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 816 | $151.1K | 0.03% | −8−1.0% | Reduced |
| Thompson Investment Management, Inc. | 812 | $150.3K | 0.02% | −15−1.8% | Reduced |
| Capital Analysts, LLC | 790 | $146.0K | 0.00% | +73+10.2% | Added |
| CVA Family Office, LLC | 784 | $145.1K | 0.02% | +37+5.0% | Added |
| Sentry Investment Management LLC | 781 | $145.0K | 0.10% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 739 | $136.8K | 0.01% | −220−22.9% | Reduced |
| First Horizon Corp | 726 | $134.4K | 0.01% | +196+37.0% | Added |
| Aster Capital Management (DIFC) Ltd | 708 | $131.1K | 0.06% | −8,711−92.5% | Reduced |
| Silver Oak Securities, Inc | 701 | $131.0K | 0.01% | +701 | New |
| Global X Japan Co., Ltd. | 704 | $130.3K | 0.01% | −182−20.5% | Reduced |
| Montag A & Associates Inc | 702 | $129.9K | 0.01% | −18−2.5% | Reduced |
| Quent Capital, LLC | 680 | $125.9K | 0.01% | −51−7.0% | Reduced |
| CoreCap Advisors, LLC | 674 | $124.8K | 0.00% | −30−4.3% | Reduced |
| Ancora Advisors, LLC | 670 | $124.0K | 0.00% | +542+423.4% | Added |
| Fortitude Family Office, LLC | 647 | $119.8K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 632 | $117.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 626 | $115.9K | 0.05% | +53+9.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 608 | $112.6K | 0.04% | +602+10,033.3% | Added |
| Hoey Investments, Inc | 575 | $106.4K | 0.01% | +200+53.3% | Added |
| PFS Partners, LLC | 570 | $105.4K | 0.05% | +1+0.2% | Added |
| Harbour Investments, Inc. | 550 | $101.8K | 0.00% | −252−31.4% | Reduced |
| Farmers & Merchants Investments Inc | 546 | $101.1K | 0.00% | +3+0.6% | Added |
| Central Pacific Bank - Trust Division | 538 | $99.6K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 521 | $96.4K | 0.00% | −20−3.7% | Reduced |
| Westend Capital Management, LLC | 519 | $96.1K | 0.03% | −22−4.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 508 | $94.0K | 0.02% | −16−3.1% | Reduced |
| Catalyst Capital Advisors LLC | 505 | $93.5K | 0.00% | −364−41.9% | Reduced |
| Missouri Trust & Investment Co | 500 | $92.6K | 0.03% | −26−4.9% | Reduced |
| NBT Bank N A | 500 | $92.6K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 497 | $92.0K | 0.00% | −164−24.8% | Reduced |
| Basepoint Wealth LLC | 492 | $91.1K | 0.06% | +492 | New |
| Cary Street Partner Investment Advisory LLC | 486 | $90.0K | 0.02% | +4+0.8% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 469 | $86.8K | 0.13% | 00.0% | Unchanged |
| DV Equities, LLC | 458 | $84.8K | 0.02% | +458 | New |
| GHP Investment Advisors, Inc. | 450 | $83.4K | 0.00% | +4+0.9% | Added |
| Vision Retirement, LLC | 446 | $82.5K | 0.02% | +446 | New |
| State of Wyoming | 431 | $79.8K | 0.01% | +91+26.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 412 | $76.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 404 | $74.8K | 0.00% | −133−24.8% | Reduced |
| First Financial Corp | 400 | $74.0K | 0.03% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 396 | $73.3K | 0.02% | +396 | New |
| Indiana Trust & Investment Management CO | 390 | $72.2K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 385 | $71.3K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 385 | $71.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 375 | $69.4K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 367 | $67.9K | 0.00% | +6+1.7% | Added |
| Wealth Enhancement Trust Services, Inc. | 365 | $67.6K | 0.01% | +365 | New |
| Bayforest Capital Ltd | 362 | $67.0K | 0.05% | +362 | New |
| Key Capital Management, INC | 362 | $67.0K | 0.07% | +362 | New |
| Glass Jacobson Investment Advisors llc | 355 | $65.7K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 344 | $63.7K | 0.00% | +10+3.0% | Added |
| Capital Advisors, Ltd. LLC | 343 | $63.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 334 | $61.8K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 327 | $61.0K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 326 | $60.4K | 0.00% | +326 | New |
| United Community Bank | 326 | $60.3K | 0.02% | −6−1.8% | Reduced |
| Fairscale Capital, LLC | 324 | $60.0K | 0.04% | +214+194.5% | Added |
| Kozak & Associates, Inc. | 321 | $59.3K | 0.01% | +4+1.3% | Added |
| Colonial Trust Co | 316 | $58.7K | 0.01% | −2−0.6% | Reduced |
| Evolution Wealth Management Inc. | 317 | $58.7K | 0.05% | 00.0% | Unchanged |
| Financial Freedom, LLC | 316 | $58.6K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 315 | $58.3K | 0.01% | −25−7.4% | Reduced |
| IAG Wealth Partners, LLC | 315 | $58.3K | 0.01% | 00.0% | Unchanged |
| Reflection Asset Management | 314 | $58.1K | 0.04% | +314 | New |
| Aventura Private Wealth, LLC | 313 | $57.9K | 0.02% | −9−2.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 310 | $57.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 308 | $57.0K | 0.01% | +161+109.5% | Added |
| Sfam, LLC | 307 | $56.8K | 0.05% | +307 | New |
| Old Point Trust & Financial Services N A | 300 | $55.5K | 0.02% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 299 | $55.3K | 0.02% | −432−59.1% | Reduced |