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 |
|---|---|---|---|---|---|
| Promethium Advisors,llc | 2,244 | $415.4K | 0.22% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,233 | $413.4K | 0.01% | −50−2.2% | Reduced |
| Stratos Wealth Advisors, LLC | 2,215 | $410.1K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,211 | $409.3K | 0.00% | +874+65.4% | Added |
| Procyon Private Wealth Partners, LLC | 2,188 | $405.0K | 0.02% | +2,188 | New |
| Howard Capital Management Inc. | 2,186 | $404.6K | 0.01% | +11+0.5% | Added |
| V-Square Quantitative Management LLC | 2,171 | $401.9K | 0.04% | +2,171 | New |
| Modera Wealth Management, LLC | 2,167 | $401.2K | 0.00% | +10.0% | Added |
| Opinicus Capital, Inc. | 2,164 | $400.5K | 0.28% | −237−9.9% | Reduced |
| Aptus Capital Advisors, LLC | 2,154 | $398.7K | 0.00% | +89+4.3% | Added |
| American Assets Investment Management, LLC | 7,500 | $397.6K | 0.03% | +7,500 | New |
| KMG Fiduciary Partners, LLC | 2,148 | $397.6K | 0.03% | +704+48.8% | Added |
| Boston Private Wealth LLC | 2,140 | $396.1K | 0.02% | −40−1.8% | Reduced |
| Novare Capital Management LLC | 2,134 | $395.0K | 0.03% | −50−2.3% | Reduced |
| O'Rourke & Company, Inc | 2,124 | $393.1K | 0.15% | +57+2.8% | Added |
| BSW Wealth Partners | 2,094 | $387.6K | 0.05% | +6+0.3% | Added |
| Rockland Trust Co | 2,078 | $384.7K | 0.02% | +28+1.4% | Added |
| Mount Yale Investment Advisors, LLC | 2,075 | $384.0K | 0.02% | +2,075 | New |
| Kaizen Financial Strategies | 2,068 | $382.7K | 0.17% | −225−9.8% | Reduced |
| Samalin Investment Counsel, LLC | 2,049 | $379.3K | 0.13% | −35−1.7% | Reduced |
| Personal Cfo Solutions, LLC | 2,043 | $378.1K | 0.06% | −100−4.7% | Reduced |
| Birch Financial Group, LLC | 2,042 | $377.9K | 0.22% | +10.0% | Added |
| 4WEALTH Advisors, Inc. | 2,033 | $376.3K | 0.33% | +46+2.3% | Added |
| Intrua Financial, LLC | 2,023 | $374.4K | 0.04% | −1,766−46.6% | Reduced |
| J. Team Financial, Inc. | 2,019 | $373.7K | 0.37% | +17+0.8% | Added |
| Sompo Asset Management Co., Ltd. | 2,010 | $372.1K | 0.06% | −440−18.0% | Reduced |
| VELA Investment Management, LLC | 1,988 | $368.0K | 0.10% | 00.0% | Unchanged |
| CX Institutional | 1,982 | $367.0K | 0.01% | +275+16.1% | Added |
| Castle Rock Wealth Management, LLC | 1,935 | $365.0K | 0.08% | −235−10.8% | Reduced |
| Jump Financial, LLC | 1,960 | $362.8K | 0.00% | −4,735−70.7% | Reduced |
| SageView Advisory Group, LLC | 1,958 | $362.5K | 0.01% | −226−10.3% | Reduced |
| Optas, LLC | 1,954 | $361.7K | 0.06% | +22+1.1% | Added |
| Guardian Partners Inc. | 1,842 | $360.3K | 0.03% | +1,842 | New |
| Group One Trading, L.P. | 1,946 | $360.2K | 0.01% | +1,946 | New |
| Tradition Wealth Management, LLC | 1,909 | $353.4K | 0.03% | −60−3.0% | Reduced |
| Fulton Bank, N.A. | 1,895 | $350.8K | 0.01% | −20−1.0% | Reduced |
| Fiduciary Trust Co | 1,890 | $349.9K | 0.00% | +73+4.0% | Added |
| SRS Capital Advisors, Inc. | 1,886 | $349.0K | 0.01% | −5,933−75.9% | Reduced |
| S-Bank Fund Management Ltd | 1,885 | $348.9K | 0.05% | −488−20.6% | Reduced |
| Clear Street Markets LLC | 1,884 | $348.7K | 0.06% | +1,020+118.1% | Added |
| First National Bank | 1,878 | $347.6K | 0.18% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,876 | $347.3K | 0.04% | +1,876 | New |
| Cetera Trust Company, N.A | 1,865 | $345.2K | 0.18% | −50−2.6% | Reduced |
| Tudor Investment Corp Et Al | 1,863 | $344.9K | 0.00% | +1,863 | New |
| ZRC Wealth Management, LLC | 1,852 | $342.8K | 0.12% | +5+0.3% | Added |
| Intrust Bank NA | 1,852 | $342.8K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 1,849 | $342.3K | 0.02% | +80+4.5% | Added |
| Groupama Asset Managment | 1,847 | $341.9K | 0.01% | −1,322−41.7% | Reduced |
| Avidian Wealth Solutions, LLC | 1,845 | $341.6K | 0.01% | +29+1.6% | Added |
| Regent Peak Wealth Advisors LLC | 1,835 | $339.7K | 0.07% | +8+0.4% | Added |
| Gen-Wealth Partners Inc | 1,834 | $339.6K | 0.11% | +126+7.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,830 | $338.8K | 0.09% | +120+7.0% | Added |
| EJMK Ventures LLC | 1,825 | $337.9K | 0.21% | +1,825 | New |
| LRI Investments, LLC | 1,817 | $336.3K | 0.03% | −272−13.0% | Reduced |
| SmartHarvest Portfolios, LLC | 1,815 | $336.0K | 0.12% | +1,815 | New |
| Quotient Wealth Partners, LLC | 1,797 | $332.6K | 0.01% | −9−0.5% | Reduced |
| Coco Enterprises, LLC | 1,796 | $332.5K | 0.17% | +2+0.1% | Added |
| Fort Sheridan Advisors LLC | 1,789 | $331.2K | 0.04% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,771 | $330.9K | 0.03% | +13+0.7% | Added |
| American State Bank (Iowa) | 1,779 | $329.3K | 0.16% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,785 | $329.0K | 0.00% | −10−0.6% | Reduced |
| Whalerock Point Partners, LLC | 1,776 | $328.8K | 0.06% | 00.0% | Unchanged |
| Washington Trust Bank | 1,776 | $328.8K | 0.02% | +60+3.5% | Added |
| NorthCrest Asset Manangement, LLC | 1,792 | $328.0K | 0.01% | −151−7.8% | Reduced |
| PDS Planning, Inc | 1,755 | $324.9K | 0.02% | +24+1.4% | Added |
| Cabot Wealth Management Inc | 1,745 | $323.0K | 0.04% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 1,744 | $322.9K | 0.06% | −17−1.0% | Reduced |
| Conning Inc. | 1,733 | $320.8K | 0.01% | −356−17.0% | Reduced |
| Huntleigh Advisors, Inc. | 1,727 | $319.7K | 0.05% | 00.0% | Unchanged |
| IFG Advisory, LLC | 1,726 | $319.4K | 0.01% | +1+0.1% | Added |
| Lafayette Investments, Inc. | 1,725 | $319.3K | 0.06% | −300−14.8% | Reduced |
| NBC Securities, Inc. | 1,724 | $319.1K | 0.02% | −18−1.0% | Reduced |
| New Republic Capital, LLC | 1,723 | $319.0K | 0.09% | +601+53.6% | Added |
| Winthrop Capital Management, LLC | 1,725 | $319.0K | 0.07% | +14+0.8% | Added |
| Breakwater Capital Group | 1,705 | $315.6K | 0.04% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,700 | $314.6K | 0.01% | −4−0.2% | Reduced |
| Meridian Wealth Management, LLC | 1,686 | $312.7K | 0.01% | +200+13.5% | Added |
| BNP Paribas | 1,688 | $312.5K | 0.01% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,674 | $309.9K | 0.07% | −388−18.8% | Reduced |
| NorthRock Partners, LLC | 1,672 | $309.7K | 0.01% | −3,173−65.5% | Reduced |
| Platform Technology Partners | 1,657 | $306.7K | 0.07% | +10+0.6% | Added |
| Outlook Wealth Advisors, LLC | 1,647 | $304.8K | 0.07% | +5+0.3% | Added |
| Silvercrest Asset Management Group LLC | 1,644 | $304.3K | 0.00% | −14−0.8% | Reduced |
| Frec Markets, Inc. | 1,640 | $303.7K | 0.09% | +1,640 | New |
| Resonant Capital Advisors, LLC | 1,631 | $301.9K | 0.02% | +18+1.1% | Added |
| Knightsbridge Asset Management, LLC | 1,623 | $300.4K | 0.05% | +199+14.0% | Added |
| Gibbs Wealth Management | 1,611 | $297.4K | 0.07% | −61−3.6% | Reduced |
| Regions Financial Corp | 1,602 | $296.5K | 0.00% | −574−26.4% | Reduced |
| LJI Wealth Management, LLC | 1,599 | $296.0K | 0.05% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,598 | $296.0K | 0.02% | +14+0.9% | Added |
| Clientfirst Wealth Management, LLC | 1,593 | $294.9K | 0.24% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,588 | $294.0K | 0.03% | +38+2.5% | Added |
| North Star Investment Management Corp. | 1,587 | $293.8K | 0.02% | +27+1.7% | Added |
| Lecap Asset Management Ltd | 1,587 | $293.8K | 0.12% | +1,587 | New |
| Augustine Asset Management Inc | 1,583 | $293.0K | 0.06% | −130−7.6% | Reduced |
| Massmutual Trust Co FSB | 1,582 | $292.8K | 0.01% | +65+4.3% | Added |
| Stillwater Wealth Management Group | 1,576 | $291.8K | 0.20% | +105+7.1% | Added |
| MinichMacGregor Wealth Management, LLC | 1,568 | $290.3K | 0.05% | −152−8.8% | Reduced |
| Blueshift Asset Management, LLC | 1,558 | $288.4K | 0.08% | −455−22.6% | Reduced |
| Cornerstone Wealth Management, LLC | 1,555 | $287.8K | 0.01% | −102−6.2% | Reduced |