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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 15,953 | $2.95M | 0.01% | +1,987+14.2% | Added |
| Erste Asset Management GmbH | 15,632 | $2.93M | 0.02% | +526+3.5% | Added |
| Evolve Private Wealth, LLC | 15,804 | $2.93M | 0.17% | +15,804 | New |
| OpenArc Corporate Advisory, LLC | 15,726 | $2.91M | 0.05% | +15,726 | New |
| Inspire Trust Co, N.A. | 15,500 | $2.87M | 0.47% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 15,397 | $2.85M | 1.16% | −158−1.0% | Reduced |
| TCG Advisory Services, LLC | 15,300 | $2.83M | 0.08% | −52−0.3% | Reduced |
| Braeburn Wealth Management LLC | 15,271 | $2.83M | 1.44% | +15,271 | New |
| Tocqueville Asset Management L.P. | 15,120 | $2.80M | 0.04% | +148+1.0% | Added |
| New Mexico Educational Retirement Board | 15,095 | $2.79M | 0.08% | +1,200+8.6% | Added |
| U S Wealth Group, LLC. | 15,061 | $2.79M | 1.84% | −88−0.6% | Reduced |
| Stamos Capital Partners, L.P. | 15,041 | $2.78M | 0.45% | +5,357+55.3% | Added |
| AG2R la Mondiale Gestion D'Actifs | 14,872 | $2.75M | 0.12% | +873+6.2% | Added |
| Slagle Financial, LLC | 14,461 | $2.68M | 0.93% | +30.0% | Added |
| Redmond Asset Management, LLC | 14,444 | $2.67M | 0.68% | −51−0.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 14,413 | $2.67M | 0.02% | +29+0.2% | Added |
| Miracle Mile Advisors, LLC | 14,398 | $2.67M | 0.04% | −148−1.0% | Reduced |
| Financial Management Network Inc | 14,475 | $2.66M | 0.42% | −1,302−8.3% | Reduced |
| Quadrature Capital Ltd | 14,341 | $2.65M | 0.03% | +14,341 | New |
| Oddo BHF Asset Management SAS | 14,206 | $2.63M | 0.10% | +3,399+31.5% | Added |
| United Capital Financial Advisers, LLC | 13,958 | $2.58M | 0.02% | +1,475+11.8% | Added |
| Plato Investment Management Ltd | 13,803 | $2.57M | 0.17% | −6,050−30.5% | Reduced |
| LSV Asset Management | 13,820 | $2.56M | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 13,747 | $2.54M | 0.02% | −7,926−36.6% | Reduced |
| Advisors Asset Management, Inc. | 13,613 | $2.52M | 0.04% | −3,656−21.2% | Reduced |
| Omers Administration Corp | 13,602 | $2.52M | 0.02% | −10,086−42.6% | Reduced |
| Hudson Canyon Capital Management | 13,495 | $2.50M | 1.46% | +250+1.9% | Added |
| Adell Harriman & Carpenter Inc | 13,458 | $2.49M | 0.15% | +50+0.4% | Added |
| MUFG Securities EMEA plc | 13,400 | $2.48M | 0.03% | +7,151+114.4% | Added |
| Alpine Woods Capital Investors, LLC | 13,224 | $2.45M | 0.58% | +1,102+9.1% | Added |
| Cunning Capital Partners, LP | 13,189 | $2.44M | 1.13% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 13,174 | $2.44M | 0.07% | +282+2.2% | Added |
| Kestra Private Wealth Services, LLC | 13,148 | $2.43M | 0.03% | +600+4.8% | Added |
| Assetmark, Inc | 13,096 | $2.42M | 0.00% | +658+5.3% | Added |
| Cascade Investment Group, Inc. | 13,096 | $2.42M | 1.62% | −507−3.7% | Reduced |
| Perpetual Ltd | 13,063 | $2.42M | 0.03% | +4,128+46.2% | Added |
| Cresset Asset Management, LLC | 12,913 | $2.39M | 0.01% | +3,373+35.4% | Added |
| Carret Asset Management, LLC | 12,873 | $2.38M | 0.23% | 00.0% | Unchanged |
| Diversified Trust Co | 12,871 | $2.38M | 0.04% | −3,499−21.4% | Reduced |
| Red Cedar Investment Management, LLC | 12,748 | $2.36M | 0.25% | 00.0% | Unchanged |
| HRT Financial LP | 12,634 | $2.34M | 0.01% | +12,634 | New |
| Tower Bridge Advisors | 12,625 | $2.34M | 0.24% | −25−0.2% | Reduced |
| Cim, LLC | 12,592 | $2.33M | 0.31% | +19+0.2% | Added |
| Fideuram Asset Management (Ireland) dac | 12,466 | $2.30M | 0.18% | +12,466 | New |
| 1832 Asset Management L.P. | 12,420 | $2.30M | 0.00% | −6,713−35.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 12,372 | $2.29M | 0.06% | +6,303+103.9% | Added |
| Sigma Planning Corp | 12,262 | $2.27M | 0.06% | +4,011+48.6% | Added |
| Fortem Financial Group, LLC | 12,221 | $2.26M | 0.60% | +362+3.1% | Added |
| BLI - Banque de Luxembourg Investments | 12,100 | $2.26M | 0.07% | −400−3.2% | Reduced |
| Agf Management Ltd | 12,173 | $2.25M | 0.01% | +1,300+12.0% | Added |
| CCM Investment Advisers LLC | 12,120 | $2.24M | 0.21% | −60−0.5% | Reduced |
| Vinva Investment Management Ltd | 11,947 | $2.23M | 0.03% | −12,972−52.1% | Reduced |
| Pasadena Private Wealth, LLC | 12,042 | $2.23M | 0.30% | +12,042 | New |
| Signet Financial Management, LLC | 11,997 | $2.22M | 0.25% | −14−0.1% | Reduced |
| M&G Plc | 11,997 | $2.22M | 0.01% | +139+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 11,971 | $2.22M | 0.01% | +740+6.6% | Added |
| Jaffetilchin Investment Partners, LLC | 11,954 | $2.21M | 0.13% | −485−3.9% | Reduced |
| Candriam Luxembourg S.C.A. | 11,694 | $2.16M | 0.01% | −2,104−15.2% | Reduced |
| Wellington Shields Capital Management, LLC | 11,680 | $2.16M | 0.32% | 00.0% | Unchanged |
| Walleye Capital LLC | 11,512 | $2.13M | 0.01% | −1,242−9.7% | Reduced |
| Presima Inc. | 11,492 | $2.13M | 1.23% | +3,598+45.6% | Added |
| Callan Family Office, LLC | 11,304 | $2.09M | 0.04% | +6,142+119.0% | Added |
| NewEdge Wealth, LLC | 11,266 | $2.09M | 0.02% | +3,230+40.2% | Added |
| Guggenheim Capital LLC | 11,252 | $2.08M | 0.02% | +2,817+33.4% | Added |
| Tokio Marine Asset Management Co Ltd | 11,221 | $2.08M | 0.07% | +384+3.5% | Added |
| Westerkirk Capital Inc. | 11,200 | $2.07M | 0.20% | +3,300+41.8% | Added |
| ING Groep NV | 11,191 | $2.07M | 0.01% | −17−0.2% | Reduced |
| North Dakota State Investment Board | 11,109 | $2.06M | 0.08% | +11,109 | New |
| E. Ohman J:or Asset Management AB | 11,029 | $2.04M | 0.05% | −3,071−21.8% | Reduced |
| Norden Group LLC | 10,901 | $2.02M | 0.20% | +621+6.0% | Added |
| Cary Street Partners Financial LLC | 10,842 | $2.01M | 0.05% | −495−4.4% | Reduced |
| BCGM Wealth Management, LLC | 10,803 | $2.00M | 0.51% | +172+1.6% | Added |
| Quadrant Capital Group LLC | 10,643 | $1.97M | 0.06% | −92−0.9% | Reduced |
| Howland Capital Management LLC | 10,602 | $1.96M | 0.07% | −80−0.7% | Reduced |
| Lincluden Management Ltd | 10,519 | $1.95M | 0.17% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 10,451 | $1.94M | 1.63% | −795−7.1% | Reduced |
| We Are One Seven, LLC | 10,466 | $1.94M | 0.04% | +96+0.9% | Added |
| Merit Financial Group, LLC | 10,459 | $1.94M | 0.02% | +2,542+32.1% | Added |
| Jeppson Wealth Management, LLC | 10,454 | $1.94M | 0.61% | −55−0.5% | Reduced |
| Brinker Capital Investments, LLC | 10,431 | $1.93M | 0.01% | −262−2.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,430 | $1.93M | 0.02% | +25+0.2% | Added |
| Cascade Investment Advisors, Inc. | 10,313 | $1.91M | 1.12% | −295−2.8% | Reduced |
| Morangie Management LLC | 10,272 | $1.90M | 1.52% | 00.0% | Unchanged |
| Sarasin & Partners LLP | 10,265 | $1.90M | 0.02% | −548−5.1% | Reduced |
| Sowell Financial Services LLC | 10,257 | $1.90M | 0.07% | +625+6.5% | Added |
| Diligent Investors, LLC | 10,193 | $1.89M | 0.46% | −23−0.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 10,078 | $1.87M | 0.09% | −202−2.0% | Reduced |
| Mystic Asset Management, Inc. | 10,072 | $1.86M | 0.42% | −110−1.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,997 | $1.85M | 0.06% | −651−6.1% | Reduced |
| LDR Capital Management LLC | 9,861 | $1.83M | 2.53% | +5,442+123.2% | Added |
| Tema ETFs LLC | 9,774 | $1.81M | 0.14% | −28−0.3% | Reduced |
| Old Port Advisors | 9,619 | $1.78M | 0.44% | +2,008+26.4% | Added |
| Meeder Advisory Services, Inc. | 9,557 | $1.77M | 0.08% | −396−4.0% | Reduced |
| Stevens Capital Management LP | 9,549 | $1.77M | 0.62% | −12,075−55.8% | Reduced |
| Cullen Capital Management LLC | 9,250 | $1.71M | 0.02% | −148−1.6% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 9,244 | $1.71M | 0.35% | +9,244 | New |
| Palogic Value Management, L.P. | 9,215 | $1.71M | 0.73% | +186+2.1% | Added |
| Generali Asset Management SPA SGR | 9,173 | $1.70M | 0.03% | +8,781+2,240.1% | Added |
| Tower Research Capital LLC (TRC) | 9,102 | $1.68M | 0.04% | −687−7.0% | Reduced |
| Principal Securities, Inc. | 9,089 | $1.68M | 0.03% | +547+6.4% | Added |