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 |
|---|---|---|---|---|---|
| TrueWealth Advisors, LLC | 5,060 | $936.7K | 0.24% | −2,100−29.3% | Reduced |
| Gilman Hill Asset Management, LLC | 5,037 | $932.4K | 0.15% | −124−2.4% | Reduced |
| American Assets Inc | 5,000 | $925.5K | 0.29% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,991 | $923.9K | 0.02% | −40−0.8% | Reduced |
| Snowden Capital Advisors LLC | 4,988 | $923.3K | 0.02% | −215−4.1% | Reduced |
| Pensionmark Financial Group, LLC | 4,975 | $920.9K | 0.02% | +626+14.4% | Added |
| RiverFront Investment Group, LLC | 4,908 | $908.5K | 0.01% | +5+0.1% | Added |
| Davenport & Co LLC | 4,898 | $906.7K | 0.00% | +1,000+25.7% | Added |
| Balyasny Asset Management LLC | 4,886 | $904.4K | 0.00% | +1,354+38.3% | Added |
| Kestra Investment Management, LLC | 4,879 | $903.2K | 0.02% | +168+3.6% | Added |
| SG Trading Solutions, LLC | 4,867 | $901.0K | 0.21% | +4,867 | New |
| Shelton Capital Management | 4,862 | $900.0K | 0.02% | +3,200+192.5% | Added |
| Clarius Group, LLC | 4,832 | $894.5K | 0.05% | +5+0.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,820 | $892.2K | 0.04% | +458+10.5% | Added |
| Ballentine Partners, LLC | 4,815 | $891.2K | 0.01% | +284+6.3% | Added |
| TBH Global Asset Management, LLC | 4,804 | $889.3K | 0.16% | −150−3.0% | Reduced |
| Ellevest, Inc. | 4,800 | $888.6K | 0.12% | −283−5.6% | Reduced |
| Clough Capital Partners L P | 4,800 | $888.5K | 0.08% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 4,781 | $885.0K | 0.06% | −190−3.8% | Reduced |
| MSH Capital Advisors LLC | 4,755 | $880.2K | 0.19% | +24+0.5% | Added |
| Belpointe Asset Management LLC | 4,721 | $874.0K | 0.03% | −207−4.2% | Reduced |
| Trust Co of Vermont | 4,713 | $872.4K | 0.04% | +4+0.1% | Added |
| Regal Investment Advisors LLC | 4,709 | $871.6K | 0.05% | −183−3.7% | Reduced |
| Profund Advisors LLC | 4,618 | $854.8K | 0.03% | +444+10.6% | Added |
| Savant Capital, LLC | 4,598 | $851.2K | 0.00% | +891+24.0% | Added |
| Bradley Foster & Sargent Inc | 4,593 | $850.2K | 0.01% | +2,058+81.2% | Added |
| Veridan Wealth LLC | 4,563 | $844.7K | 0.28% | +53+1.2% | Added |
| Pekin Hardy Strauss, Inc. | 4,520 | $836.7K | 0.08% | +30+0.7% | Added |
| Machina Capital S.A.S. | 4,502 | $833.4K | 0.16% | +4,502 | New |
| Versor Investments LP | 4,500 | $833.0K | 0.13% | +4,500 | New |
| Skopos Labs, Inc. | 4,439 | $832.7K | 0.04% | +1,463+49.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,490 | $831.1K | 0.06% | +574+14.7% | Added |
| Nwam LLC | 4,431 | $821.1K | 0.05% | +4,431 | New |
| Checchi Capital Advisers, LLC | 4,429 | $819.9K | 0.06% | −15−0.3% | Reduced |
| Chilton Capital Management LLC | 4,427 | $819.5K | 0.03% | −645−12.7% | Reduced |
| L2 Asset Management, LLC | 4,388 | $812.3K | 0.11% | +691+18.7% | Added |
| Smartleaf Asset Management LLC | 4,296 | $802.7K | 0.03% | +176+4.3% | Added |
| Monetary Management Group Inc | 4,325 | $800.6K | 0.19% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,307 | $797.3K | 0.04% | +192+4.7% | Added |
| Insigneo Advisory Services, LLC | 4,294 | $794.8K | 0.06% | −764−15.1% | Reduced |
| Michels Family Financial, LLC | 4,248 | $786.4K | 0.58% | −85−2.0% | Reduced |
| CacheTech Inc. | 4,155 | $769.1K | 0.14% | +1,167+39.1% | Added |
| CFM Wealth Partners LLC | 4,150 | $768.3K | 0.11% | −480−10.4% | Reduced |
| Invst, LLC | 4,147 | $767.6K | 0.08% | −311−7.0% | Reduced |
| Tritonpoint Wealth, LLC | 4,133 | $765.1K | 0.08% | −570−12.1% | Reduced |
| Sumitomo Life Insurance Co | 4,115 | $761.7K | 0.02% | +45+1.1% | Added |
| VestGen Advisors, LLC | 4,096 | $758.2K | 0.03% | +74+1.8% | Added |
| Future Financial Wealth Managment LLC | 4,085 | $753.0K | 0.51% | +6+0.1% | Added |
| White Pine Capital LLC | 4,057 | $751.0K | 0.21% | +103+2.6% | Added |
| LMR Partners LLP | 4,038 | $747.5K | 0.01% | +4,038 | New |
| Joel Isaacson & Co., LLC | 4,018 | $743.8K | 0.02% | +40+1.0% | Added |
| HighPoint Advisor Group LLC | 4,003 | $741.0K | 0.02% | −20−0.5% | Reduced |
| Manske Wealth Management | 4,002 | $740.9K | 0.22% | +2+0.1% | Added |
| Strathmore Capital Advisors, Inc. | 3,998 | $740.1K | 0.24% | −10.0% | Reduced |
| Sargent Investment Group, LLC | 3,998 | $740.0K | 0.09% | +3,998 | New |
| SkyView Investment Advisors, LLC | 3,986 | $738.0K | 0.09% | −93−2.3% | Reduced |
| Sagespring Wealth Partners, LLC | 3,955 | $732.2K | 0.01% | +490+14.1% | Added |
| Hilltop Holdings Inc. | 3,945 | $730.3K | 0.04% | −314−7.4% | Reduced |
| Beacon Investment Advisors LLC | 3,938 | $729.1K | 0.29% | +20+0.5% | Added |
| Fifth Third Wealth Advisors LLC | 3,938 | $729.0K | 0.03% | +28+0.7% | Added |
| GKV Capital Management Co., Inc. | 3,920 | $725.6K | 0.27% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,915 | $724.6K | 0.04% | +529+15.6% | Added |
| Alteri Wealth LLC | 3,861 | $714.6K | 0.23% | +241+6.7% | Added |
| Boothbay Fund Management, LLC | 3,844 | $711.6K | 0.02% | +2,488+183.5% | Added |
| Bernicke Wealth Management, Ltd. | 3,824 | $707.9K | 0.09% | +3,824 | New |
| Tobias Financial Advisors, Inc. | 3,804 | $704.2K | 0.10% | +57+1.5% | Added |
| Inspire Advisors, LLC | 3,800 | $703.4K | 0.06% | −214−5.3% | Reduced |
| RS Crum Inc. | 3,726 | $689.7K | 0.14% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,714 | $687.5K | 0.05% | +2+0.1% | Added |
| GWN Securities Inc. | 3,711 | $687.0K | 0.14% | +721+24.1% | Added |
| IHT Wealth Management, LLC | 3,687 | $682.5K | 0.02% | −226−5.8% | Reduced |
| Summit Financial, LLC | 3,676 | $680.5K | 0.01% | −89−2.4% | Reduced |
| Pallas Capital Advisors LLC | 3,630 | $671.9K | 0.02% | −72−1.9% | Reduced |
| Rothschild Investment LLC | 3,624 | $670.9K | 0.04% | +29+0.8% | Added |
| Sunbelt Securities, Inc. | 3,608 | $667.9K | 0.04% | +9+0.3% | Added |
| Nabity-Jensen Investment Management Inc | 3,590 | $664.5K | 0.45% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 3,586 | $663.8K | 0.02% | −2,566−41.7% | Reduced |
| Autumn Glory Partners, LLC | 3,585 | $663.6K | 0.23% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 3,572 | $661.2K | 0.10% | 00.0% | Unchanged |
| AE Wealth Management LLC | 3,557 | $658.4K | 0.00% | +858+31.8% | Added |
| Schulhoff & Co Inc | 3,531 | $653.6K | 0.28% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,530 | $653.4K | 0.00% | +1,777+101.4% | Added |
| Purkiss Capital Advisors LLC | 3,465 | $641.5K | 0.30% | +6+0.2% | Added |
| Premier Path Wealth Partners, LLC | 3,443 | $637.4K | 0.08% | +198+6.1% | Added |
| PCM Encore, LLC | 3,414 | $632.0K | 0.13% | +3,414 | New |
| United Advisor Group, LLC | 3,388 | $627.2K | 0.08% | +183+5.7% | Added |
| Yoffe Investment Management, LLC | 3,383 | $626.2K | 0.80% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,355 | $621.0K | 0.01% | +332+11.0% | Added |
| JDM Financial Group LLC | 3,350 | $620.1K | 0.24% | −472−12.3% | Reduced |
| Monument Capital Management | 3,325 | $615.5K | 0.15% | +1,044+45.8% | Added |
| Ameritas Investment Partners, Inc. | 3,322 | $614.9K | 0.02% | −54−1.6% | Reduced |
| Diversify Wealth Management, LLC | 3,332 | $614.4K | 0.03% | +118+3.7% | Added |
| Index Technologies Group LLC | 3,312 | $613.1K | 0.64% | +3,312 | New |
| Prime Capital Investment Advisors, LLC | 3,304 | $611.7K | 0.01% | +54+1.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $610.9K | 0.16% | 00.0% | Unchanged |
| GTS Securities LLC | 3,287 | $608.5K | 0.02% | +1,130+52.4% | Added |
| TTP Investments, Inc. | 3,276 | $606.5K | 0.20% | +10.0% | Added |
| Strategic Blueprint, LLC | 3,267 | $604.7K | 0.04% | +1,348+70.2% | Added |
| Reuter James Wealth Management, LLC | 3,225 | $597.0K | 0.08% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3,220 | $596.1K | 0.10% | +1,286+66.5% | Added |