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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 9,073 | $1.68M | 0.01% | +1,370+17.8% | Added |
| Greenleaf Trust | 8,880 | $1.64M | 0.02% | −141−1.6% | Reduced |
| Securian Asset Management, Inc | 8,877 | $1.64M | 0.06% | −6,878−43.7% | Reduced |
| MUFG Securities Americas Inc. | 8,795 | $1.63M | 0.10% | −9−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 8,683 | $1.62M | 0.09% | +4,130+90.7% | Added |
| Squarepoint Ops LLC | 8,700 | $1.61M | 0.00% | −1,922−18.1% | Reduced |
| Fox Run Management, L.L.C. | 8,695 | $1.61M | 0.25% | +8,695 | New |
| Steel Peak Wealth Management LLC | 8,673 | $1.61M | 0.05% | +1,198+16.0% | Added |
| InTrack Investment Management Inc | 8,663 | $1.60M | 0.90% | +391+4.7% | Added |
| Convergence Investment Partners, LLC | 8,584 | $1.59M | 0.32% | −387−4.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,526 | $1.58M | 0.10% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 8,396 | $1.55M | 0.03% | +175+2.1% | Added |
| Apollon Wealth Management, LLC | 8,284 | $1.53M | 0.03% | +469+6.0% | Added |
| Syon Capital LLC | 8,220 | $1.52M | 0.08% | +477+6.2% | Added |
| Mark Asset Management LP | 8,148 | $1.51M | 0.17% | +53+0.7% | Added |
| Affinity Investment Advisors, LLC | 8,134 | $1.51M | 1.00% | −412−4.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,062 | $1.49M | 0.01% | +456+6.0% | Added |
| Legacy Wealth Asset Management, LLC | 8,035 | $1.49M | 0.37% | −248−3.0% | Reduced |
| Wealth Preservation Advisors, LLC | 8,002 | $1.48M | 0.75% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 7,970 | $1.48M | 0.03% | +50+0.6% | Added |
| Emergent Wealth Advisors, LLC | 7,947 | $1.47M | 0.83% | +452+6.0% | Added |
| Bedel Financial Consulting, Inc. | 7,875 | $1.46M | 0.16% | +42+0.5% | Added |
| Wellington Shields & Co., LLC | 7,819 | $1.45M | 0.36% | +519+7.1% | Added |
| Cascade Financial Partners, LLC | 7,777 | $1.44M | 0.15% | +3,162+68.5% | Added |
| Keybank National Association | 7,674 | $1.42M | 0.01% | +769+11.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,638 | $1.41M | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 7,607 | $1.41M | 0.01% | +443+6.2% | Added |
| Chung Wu Investment Group, LLC | 7,550 | $1.40M | 1.14% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 7,532 | $1.39M | 0.03% | +3,574+90.3% | Added |
| Frank, Rimerman Advisors LLC | 7,502 | $1.39M | 0.09% | +82+1.1% | Added |
| Integrated Wealth Concepts LLC | 7,472 | $1.38M | 0.02% | −2,663−26.3% | Reduced |
| Coldstream Capital Management Inc | 7,376 | $1.37M | 0.02% | −921−11.1% | Reduced |
| Wedmont Private Capital | 7,389 | $1.36M | 0.05% | +187+2.6% | Added |
| Everence Capital Management Inc | 7,319 | $1.35M | 0.08% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 7,772 | $1.35M | 0.35% | −100−1.3% | Reduced |
| Harvest Portfolios Group Inc. | 7,290 | $1.35M | 0.02% | −3,608−33.1% | Reduced |
| Qtron Investments LLC | 7,270 | $1.35M | 0.17% | −528−6.8% | Reduced |
| Chesapeake Asset Management LLC | 7,200 | $1.33M | 1.10% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 7,170 | $1.33M | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 7,161 | $1.33M | 0.07% | +565+8.6% | Added |
| Yelin Lapidot Holdings Management Ltd. | 7,150 | $1.32M | 0.27% | 00.0% | Unchanged |
| Cypress Capital Group | 7,017 | $1.30M | 0.15% | +7,017 | New |
| Gifford Fong Associates | 7,000 | $1.30M | 0.26% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 7,001 | $1.30M | 0.11% | −191−2.7% | Reduced |
| Global Retirement Partners, LLC | 6,996 | $1.30M | 0.02% | +4,922+237.3% | Added |
| Pinnacle Associates Ltd | 6,992 | $1.29M | 0.02% | +734+11.7% | Added |
| Assenagon Asset Management S.A. | 6,969 | $1.29M | 0.00% | 00.0% | Unchanged |
| one8zero8, LLC | 6,942 | $1.29M | 0.28% | −245−3.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,942 | $1.29M | 0.00% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 6,936 | $1.28M | 0.17% | +602+9.5% | Added |
| Renaissance Group LLC | 6,905 | $1.28M | 0.05% | +85+1.2% | Added |
| Arkadios Wealth Advisors | 6,885 | $1.27M | 0.03% | +1,015+17.3% | Added |
| Spire Wealth Management | 6,819 | $1.26M | 0.04% | +3,735+121.1% | Added |
| Gabelli Funds LLC | 6,750 | $1.25M | 0.01% | −250−3.6% | Reduced |
| Knollwood Investment Advisory, LLC | 6,650 | $1.23M | 0.12% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6,598 | $1.22M | 0.01% | +317+5.0% | Added |
| TCW Group Inc | 6,578 | $1.22M | 0.01% | +6,578 | New |
| Golden State Equity Partners | 6,500 | $1.20M | 0.19% | −335−4.9% | Reduced |
| Quantbot Technologies LP | 6,436 | $1.19M | 0.04% | −13,446−67.6% | Reduced |
| Novem Group | 6,409 | $1.19M | 0.14% | +164+2.6% | Added |
| Farringdon Capital, Ltd. | 6,376 | $1.18M | 0.29% | +6,376 | New |
| Marino, Stram & Associates LLC | 6,330 | $1.17M | 0.21% | +18+0.3% | Added |
| Secured Retirement Advisors, LLC | 6,273 | $1.16M | 0.65% | −487−7.2% | Reduced |
| Solidarilty Wealth, LLC | 6,216 | $1.15M | 0.24% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,126 | $1.13M | 0.02% | +393+6.9% | Added |
| Raiffeisen Bank International AG | 5,868 | $1.10M | 0.01% | −244−4.0% | Reduced |
| Resources Investment Advisors, LLC. | 5,916 | $1.10M | 0.01% | −856−12.6% | Reduced |
| Farther Finance Advisors, LLC | 5,877 | $1.09M | 0.01% | +1,295+28.3% | Added |
| Retirement Planning Co of New England, Inc. | 5,864 | $1.09M | 0.44% | −389−6.2% | Reduced |
| Evergreen Capital Management LLC | 5,863 | $1.09M | 0.02% | +890+17.9% | Added |
| Ritholtz Wealth Management | 5,863 | $1.09M | 0.02% | +192+3.4% | Added |
| Ontario Teachers Pension Plan Board | 5,856 | $1.08M | 0.02% | −13,315−69.5% | Reduced |
| Adams Asset Advisors, LLC | 5,789 | $1.07M | 0.14% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 5,748 | $1.06M | 0.21% | −25−0.4% | Reduced |
| Genesee Capital Advisors, LLC | 5,718 | $1.06M | 0.43% | +169+3.0% | Added |
| Pinebridge Investments LLC | 5,717 | $1.06M | 0.01% | +5,717 | New |
| Jefferies Financial Group Inc. | 5,679 | $1.05M | 0.01% | +5,679 | New |
| Independent Financial Group, LLC | 5,657 | $1.05M | 0.02% | +29+0.5% | Added |
| Capital International Sarl | 5,648 | $1.05M | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 5,579 | $1.03M | 0.19% | +39+0.7% | Added |
| Vontobel Holding Ltd. | 5,570 | $1.03M | 0.00% | +3,212+136.2% | Added |
| Sun Life Financial INC | 5,478 | $1.01M | 0.05% | −53,667−90.7% | Reduced |
| Oak Thistle LLC | 5,430 | $1.01M | 0.14% | +5,430 | New |
| Custom Index Systems, LLC | 5,426 | $1.00M | 0.44% | −3,192−37.0% | Reduced |
| J. Safra Sarasin Holding AG | 5,426 | $1.00M | 0.02% | +2,627+93.9% | Added |
| GF Fund Management Co. Ltd. | 5,409 | $1.00M | 0.02% | −68−1.2% | Reduced |
| Aspiriant, LLC | 5,380 | $995.8K | 0.03% | +91+1.7% | Added |
| Meadowbrook Wealth Management, LLC | 5,350 | $990.3K | 1.13% | −220−3.9% | Reduced |
| Everhart Financial Group, Inc. | 5,343 | $989.0K | 0.09% | +593+12.5% | Added |
| J.W. Cole Advisors, Inc. | 5,931 | $988.2K | 0.02% | −51−0.9% | Reduced |
| Wedbush Securities Inc | 5,317 | $984.0K | 0.03% | −6−0.1% | Reduced |
| UBS Asset Management Americas Inc | 5,301 | $981.3K | 0.00% | −5,523−51.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $974.3K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 5,151 | $953.4K | 0.01% | +390+8.2% | Added |
| First Pacific Financial | 5,139 | $951.3K | 0.12% | +4,823+1,526.3% | Added |
| Diversify Advisory Services, LLC | 5,124 | $947.5K | 0.03% | −1,375−21.2% | Reduced |
| National Asset Management, Inc. | 5,115 | $946.8K | 0.04% | +648+14.5% | Added |
| Atomi Financial Group, Inc. | 5,095 | $943.3K | 0.03% | +490+10.6% | Added |
| Radnor Capital Management, LLC | 5,087 | $941.7K | 0.14% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 5,069 | $938.3K | 0.01% | −3,793−42.8% | Reduced |