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 |
|---|---|---|---|---|---|
| MAI Capital Management | 34,629 | $6.41M | 0.04% | +550+1.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 34,234 | $6.38M | 0.01% | +2,210+6.9% | Added |
| Osmosis Investment Management UK Ltd | 34,218 | $6.33M | 0.16% | +34,218 | New |
| CWM Advisors, LLC | 33,950 | $6.28M | 0.57% | +1,496+4.6% | Added |
| Concurrent Investment Advisors, LLC | 33,478 | $6.20M | 0.07% | +1,238+3.8% | Added |
| Fred Alger Management, LLC | 33,104 | $6.13M | 0.02% | −33−0.1% | Reduced |
| Sheets Smith Wealth Management | 32,867 | $6.08M | 0.67% | +697+2.2% | Added |
| Nordea Investment Management AB | 32,724 | $6.07M | 0.01% | −86−0.3% | Reduced |
| Brown Advisory Inc | 32,683 | $6.05M | 0.01% | −1,566−4.6% | Reduced |
| Brevan Howard Capital Management LP | 31,609 | $5.85M | 0.11% | +10,068+46.7% | Added |
| Toroso Investments, LLC | 30,682 | $5.68M | 0.02% | +4,716+18.2% | Added |
| Change Path, LLC | 30,223 | $5.59M | 0.14% | +3,367+12.5% | Added |
| D.A. Davidson & Co. | 30,111 | $5.57M | 0.03% | +843+2.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 30,100 | $5.57M | 0.04% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 30,000 | $5.55M | 0.03% | −10,000−25.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 29,911 | $5.54M | 0.67% | +850+2.9% | Added |
| Investment Management Corp of Ontario | 29,866 | $5.53M | 0.07% | +6,750+29.2% | Added |
| Private Advisor Group, LLC | 29,639 | $5.49M | 0.03% | −4,335−12.8% | Reduced |
| Vident Advisory, LLC | 29,606 | $5.48M | 0.05% | +179+0.6% | Added |
| Swiss Life Asset Management Ltd | 29,596 | $5.48M | 0.03% | −5,955−16.8% | Reduced |
| Andra AP-fonden | 29,500 | $5.46M | 0.07% | +29,500 | New |
| Beacon Pointe Advisors, LLC | 29,492 | $5.46M | 0.04% | +864+3.0% | Added |
| Crossmark Global Holdings, Inc. | 29,393 | $5.44M | 0.08% | +3,585+13.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,924 | $5.35M | 0.01% | −1,014−3.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 28,566 | $5.29M | 0.02% | 00.0% | Unchanged |
| Vanderbilt University | 28,483 | $5.27M | 0.90% | −164−0.6% | Reduced |
| Horizon Investments, LLC | 28,467 | $5.27M | 0.07% | +19,968+234.9% | Added |
| Oppenheimer & Co Inc | 28,447 | $5.27M | 0.07% | −7,739−21.4% | Reduced |
| Avanza Fonder AB | 28,440 | $5.26M | 0.13% | +4,643+19.5% | Added |
| Truvestments Capital LLC | 28,207 | $5.22M | 0.95% | −658−2.3% | Reduced |
| Alberta Investment Management Corp | 28,100 | $5.20M | 0.03% | +800+2.9% | Added |
| Capitolis Liquid Global Markets LLC | 28,000 | $5.18M | 0.03% | +28,000 | New |
| Greenland Capital Management LP | 27,856 | $5.16M | 0.74% | +25,756+1,226.5% | Added |
| Cornerstone Wealth Group, LLC | 27,470 | $5.08M | 0.35% | +669+2.5% | Added |
| Bruni J V & Co | 27,436 | $5.08M | 0.50% | −657−2.3% | Reduced |
| Qube Research & Technologies Ltd | 27,322 | $5.06M | 0.01% | −47,513−63.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 26,973 | $4.99M | 0.01% | +1,782+7.1% | Added |
| tru Independence LLC | 26,237 | $4.86M | 1.23% | −203−0.8% | Reduced |
| Ci Investments Inc. | 26,003 | $4.81M | 0.02% | +24,404+1,526.2% | Added |
| Pacer Advisors, Inc. | 25,678 | $4.75M | 0.01% | −5,011−16.3% | Reduced |
| Soltis Investment Advisors LLC | 25,079 | $4.64M | 0.31% | +1,260+5.3% | Added |
| Burney Co | 24,894 | $4.61M | 0.14% | −11,231−31.1% | Reduced |
| Advisory Services Network, LLC | 24,805 | $4.59M | 0.06% | +594+2.5% | Added |
| Adviser Investments LLC | 24,625 | $4.56M | 0.05% | −2,771−10.1% | Reduced |
| Hamilton Capital Partners Inc. | 24,570 | $4.55M | 0.17% | +2,307+10.4% | Added |
| CIBC Private Wealth Group, LLC | 24,421 | $4.52M | 0.01% | +117+0.5% | Added |
| Naviter Wealth, LLC | 24,378 | $4.51M | 0.59% | −2,010−7.6% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 24,102 | $4.46M | 0.31% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 24,010 | $4.44M | 0.03% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 23,771 | $4.43M | 0.07% | −80.0% | Reduced |
| Brookstone Capital Management | 23,731 | $4.39M | 0.05% | +108+0.5% | Added |
| Sanctuary Advisors, LLC | 23,324 | $4.32M | 0.02% | −1,268−5.2% | Reduced |
| Fiduciary Group LLC | 23,288 | $4.31M | 0.36% | −578−2.4% | Reduced |
| Venture Visionary Partners LLC | 23,014 | $4.30M | 0.14% | +855+3.9% | Added |
| Captrust Financial Advisors | 23,016 | $4.26M | 0.01% | −2,470−9.7% | Reduced |
| Waterloo Capital, L.P. | 22,823 | $4.22M | 0.30% | +649+2.9% | Added |
| McGinn Investment Management, Inc. | 22,668 | $4.20M | 2.44% | +44+0.2% | Added |
| Benson Wealth Management INC | 22,609 | $4.19M | 4.66% | +22,609 | New |
| CWM, LLC | 22,490 | $4.16M | 0.01% | +1,358+6.4% | Added |
| L & S Advisors Inc | 21,922 | $4.06M | 0.38% | +21,922 | New |
| SAM Advisors, LLC | 21,738 | $4.02M | 1.27% | +70.0% | Added |
| Commerce Bank | 21,687 | $4.01M | 0.02% | +224+1.0% | Added |
| Atria Investments LLC | 21,658 | $4.01M | 0.05% | −1,177−5.2% | Reduced |
| Yarbrough Capital, LLC | 21,500 | $3.98M | 0.12% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 21,249 | $3.93M | 0.31% | +3,600+20.4% | Added |
| GeoWealth Management, LLC | 21,065 | $3.90M | 0.14% | −56−0.3% | Reduced |
| Prospera Financial Services Inc | 20,919 | $3.88M | 0.06% | +289+1.4% | Added |
| Allworth Financial LP | 20,823 | $3.85M | 0.02% | −243−1.2% | Reduced |
| Donoghue Forlines LLC | 20,799 | $3.85M | 1.19% | +12,499+150.6% | Added |
| Jain Global LLC | 20,791 | $3.85M | 0.04% | −511−2.4% | Reduced |
| Kentucky Retirement Systems | 20,341 | $3.77M | 0.10% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 20,257 | $3.75M | 1.12% | +1,109+5.8% | Added |
| BDF-Gestion | 20,021 | $3.71M | 0.46% | −1,334−6.2% | Reduced |
| Park Avenue Securities LLC | 19,841 | $3.67M | 0.03% | +1,032+5.5% | Added |
| Foundations Investment Advisors, LLC | 19,655 | $3.64M | 0.05% | −485−2.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 19,642 | $3.64M | 0.08% | +19,642 | New |
| New Insight Wealth Advisors | 19,523 | $3.61M | 1.29% | −3,732−16.0% | Reduced |
| Verition Fund Management LLC | 19,377 | $3.59M | 0.02% | −72,020−78.8% | Reduced |
| Integrated Advisors Network LLC | 19,217 | $3.56M | 0.16% | −118−0.6% | Reduced |
| Fifth Third Bancorp | 19,151 | $3.55M | 0.01% | −896−4.5% | Reduced |
| Modern Wealth Management, LLC | 19,085 | $3.53M | 0.06% | −512−2.6% | Reduced |
| Del-Sette Capital Management, LLC | 18,860 | $3.49M | 2.15% | +811+4.5% | Added |
| Hartford Investment Management Co | 18,807 | $3.48M | 0.10% | −292−1.5% | Reduced |
| Pensionfund Sabic | 18,706 | $3.46M | 0.94% | 00.0% | Unchanged |
| MidFirst Bank | 18,700 | $3.46M | 0.28% | +18,700 | New |
| Equitable Holdings, Inc. | 17,792 | $3.29M | 0.02% | +874+5.2% | Added |
| Peapack Gladstone Financial Corp | 17,700 | $3.28M | 0.04% | −335−1.9% | Reduced |
| Lido Advisors, LLC | 17,111 | $3.21M | 0.01% | +332+2.0% | Added |
| Spirit of America Management Corp | 16,850 | $3.12M | 0.66% | −1,100−6.1% | Reduced |
| Louisiana State Employees Retirement System | 16,700 | $3.09M | 0.05% | −400−2.3% | Reduced |
| Gulf International Bank (UK) Ltd | 16,625 | $3.08M | 0.10% | +37+0.2% | Added |
| iA Global Asset Management Inc. | 16,605 | $3.07M | 0.04% | −28−0.2% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 16,468 | $3.05M | 0.23% | −22,981−58.3% | Reduced |
| RSM US Wealth Management LLC | 16,071 | $3.04M | 0.04% | −1,700−9.6% | Reduced |
| Blair William & Co | 16,397 | $3.04M | 0.01% | −307−1.8% | Reduced |
| Maryland State Retirement & Pension System | 16,325 | $3.02M | 0.06% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 16,306 | $3.02M | 0.06% | +1,435+9.6% | Added |
| Canada Post Corp Registered Pension Plan | 16,258 | $3.01M | 0.11% | +3,530+27.7% | Added |
| Westpac Banking Corp | 16,200 | $3.00M | 0.19% | −25,609−61.3% | Reduced |
| Summit Global Investments | 16,040 | $2.97M | 0.18% | −25,622−61.5% | Reduced |