Simon Property GroupSPG
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 1,221 institutions reported holding Simon Property Group Inc. (SPG) in their 13F filings, up 10 from Q2 2025. 112 opened new positions and 101 sold out. The largest holders were Vanguard Group Inc. ($8.8B), BlackRock, Inc. ($7.1B) and State Street Corp. ($4.1B). 10 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simon Property Group Inc.
- Sector
- Real Estate
- CUSIP
- 828806109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 112 | $84.0M |
| Exits | 101 | $431.0M |
All 13F filers, Q2 2025 → Q3 2025: 19,961,412 shares bought and 14,295,981 shares sold, net +5,665,431 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,221 holders
| Vanguard Group Inc. | 0.13% | Add +1.8% | 46,683,502 | $8.8B |
| BlackRock, Inc. | 0.12% | Reduce -1.9% | 37,570,887 | $7.1B |
| State Street Corp. | 0.14% | Add +1.5% | 21,765,492 | $4.1B |
| Geode Capital Management, LLC | 0.12% | Add +6.4% | 10,209,340 | $1.9B |
| Cohen & Steers, Inc. | 2.89% | Reduce -16.2% | 8,540,640 | $1.6B |
| Capital World Investors | 0.22% | Add +45.0% | 8,384,133 | $1.6B |
| Bank of America Corp. | 0.11% | Reduce -1.3% | 7,560,784 | $1.4B |
| Wellington Management Group LLP | 0.24% | Add +634.5% | 7,370,089 | $1.4B |
| JPMorgan Chase & Co. | 0.08% | Add +2.2% | 6,657,839 | $1.2B |
| Morgan Stanley | 0.06% | Add +1.4% | 5,346,742 | $1.0B |
| Northern Trust Corp. | 0.13% | Add +1.6% | 5,344,170 | $1.0B |
| Dimensional Fund Advisors LP | 0.18% | Reduce -1.3% | 4,514,638 | $847.2M |
| Nuveen, LLC | 0.22% | Reduce -3.7% | 4,395,518 | $824.9M |
| Charles Schwab Investment Management Inc. | 0.12% | Add +7.0% | 4,062,215 | $762.4M |
| T. Rowe Price Associates Inc. | 0.08% | Add +9.0% | 3,805,783 | $714.2M |
| Legal & General Group Plc | 0.15% | Reduce -2.3% | 3,661,790 | $687.2M |
| FMR LLC | 0.03% | Add +9.1% | 3,311,675 | $621.5M |
| Invesco Ltd. | 0.10% | Reduce -2.8% | 3,294,569 | $618.3M |
| Deutsche Bank AG | 0.19% | Add +27.5% | 3,003,522 | $563.7M |
| Principal Financial Group Inc. | 0.27% | Reduce -1.5% | 2,837,284 | $532.5M |
| Goldman Sachs Group Inc. | 0.07% | Add +5.0% | 2,624,962 | $492.6M |
| Boston Partners | 0.47% | Add +2.2% | 2,446,272 | $459.0M |
| UBS Group AG | 0.09% | Add +102.2% | 2,350,567 | $441.1M |
| Bank of New York Mellon Corp | 0.07% | Reduce -4.9% | 2,216,869 | $416.0M |
| Smead Capital Management, Inc. | 6.95% | Reduce -7.1% | 1,915,505 | $359.5M |
| Daiwa Securities Group Inc. | 1.18% | Reduce -9.1% | 1,861,546 | $349.4M |
| Royal Bank of Canada | 0.06% | Reduce -13.8% | 1,679,434 | $315.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.17% | Add +1.7% | 1,529,175 | $287.0M |
| Centersquare Investment Management LLC | 2.87% | Reduce -3.9% | 1,523,981 | $286.0M |
| Resolution Capital Ltd | 5.41% | Add +14.5% | 1,482,463 | $278.2M |
| Prudential Financial Inc. | 0.32% | Add +13.6% | 1,451,633 | $272.4M |
| Ameriprise Financial Inc. | 0.06% | Add +4.4% | 1,434,912 | $268.5M |
| Amundi | 0.08% | Reduce -18.2% | 1,470,529 | $263.8M |
| CBRE Investment Management Listed Real Assets LLC | 3.67% | Reduce -12.9% | 1,366,645 | $256.5M |
| Massachusetts Financial Services Co. | 0.07% | Add +7.5% | 1,230,154 | $230.9M |
| Russell Investments Group, Ltd. | 0.26% | Add +3.7% | 1,219,996 | $228.9M |
| HSBC Holdings PLC | 0.13% | Add +22.0% | 1,216,392 | $228.0M |
| HighTower Advisors, LLC | 0.24% | Add +4.5% | 1,123,638 | $210.9M |
| Barclays PLC | 0.08% | Add +78.9% | 1,103,843 | $207.2M |
| National Pension Service | 0.16% | Add +3.2% | 1,080,314 | $202.7M |
| CANADA LIFE ASSURANCE Co | 0.27% | Add +6.3% | 1,029,829 | $191.4M |
| Bessemer Group Inc. | 0.28% | Reduce -1.4% | 978,743 | $183.7M |
| Schroder Investment Management Group | 0.14% | Reduce -7.3% | 973,895 | $182.8M |
| Hamlin Capital Management, LLC | 4.14% | Add +19.1% | 970,126 | $182.1M |
| Swiss National Bank | 0.10% | Reduce -4.7% | 940,927 | $176.6M |
| KBC Group NV | 0.42% | Reduce -1.2% | 933,465 | $175.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.12% | Add +9.7% | 897,334 | $168.4M |
| Panagora Asset Management Inc. | 0.65% | Add +9.2% | 858,675 | $161.1M |
| Macquarie Group Ltd. | 0.19% | Add +8.0% | 854,576 | $160.4M |
| Bank of Montreal | 0.07% | Add +30.6% | 836,879 | $157.1M |
| Allianz Asset Management GmbH | 0.19% | Add +4.1% | 825,285 | $154.9M |
| Duff & Phelps Investment Management Co. | 1.74% | Reduce -4.8% | 817,943 | $153.5M |
| Sei Investments Co. | 0.16% | Reduce -12.7% | 796,499 | $149.5M |
| PGGM Investments | 2.38% | No change | 784,908 | $147.3M |
| Alliancebernstein L.P. | 0.05% | Reduce -1.9% | 780,562 | $146.5M |
| Wells Fargo & Company | 0.03% | Reduce -14.8% | 759,461 | $142.5M |
| Worldquant Millennium Advisors LLC | 0.60% | Add +152.0% | 734,489 | $137.8M |
| AQR Capital Management | 0.08% | Add +93.2% | 680,102 | $126.3M |
| Aberdeen Group plc | 0.20% | Add +4.3% | 679,536 | $126.3M |
| Rhumbline Advisers | 0.10% | Reduce -0.7% | 670,602 | $125.9M |
| Los Angeles Capital Management LLC | 0.43% | Reduce -43.8% | 669,216 | $125.6M |
| Asset Management One Co., Ltd. | 0.34% | Add +4.4% | 620,397 | $116.4M |
| Public Employees Retirement System of Ohio | 0.37% | Add +4.8% | 615,738 | $115.6M |
| BNP Paribas Financial Markets | 0.09% | Add +47.8% | 601,218 | $112.8M |
| Caisse de depot et placement du Quebec | 0.20% | Reduce -1.0% | 587,522 | $110.3M |
| Victory Capital Management Inc. | 0.07% | Add +25.4% | 587,292 | $110.2M |
| Nomura Asset Management Co. Ltd. | 0.29% | Add +6.9% | 584,296 | $109.7M |
| California Public Employees Retirement System | 0.07% | Add +3.5% | 579,458 | $108.7M |
| Raymond James Financial Inc. | 0.03% | Add +8.6% | 560,507 | $105.2M |
| Canada Pension Plan Investment Board | 0.07% | Add +20.5% | 557,700 | $104.7M |
| California State Teachers Retirement System | 0.10% | Add +1.8% | 542,840 | $101.9M |
| APG Asset Management US Inc. | 0.74% | No change | 540,385 | $100.4M |
| Aew Capital Management L P | 5.54% | Add +91.0% | 530,155 | $99.5M |
| Lasalle Investment Management Securities LLC | 3.73% | Reduce -1.5% | 506,392 | $95.0M |
| Artemis Investment Management LLP | 1.14% | Reduce -54.3% | 489,151 | $91.8M |
| Franklin Resources Inc. | 0.02% | Reduce -16.1% | 474,375 | $89.0M |
| American Century Companies Inc. | 0.04% | Reduce -11.6% | 453,257 | $85.1M |
| Robeco Institutional Asset Management B.V. | 0.12% | Reduce -7.3% | 449,827 | $84.4M |
| Adelante Capital Management LLC | 5.64% | Add +22.1% | 449,344 | $84.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.53% | Add +2.7% | 434,630 | $81.6M |
| Citigroup Inc. | 0.05% | Reduce -1.7% | 418,454 | $78.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.13% | Reduce -4.6% | 411,976 | $77.3M |
| Capital Advisors Inc. | 1.25% | Add +1.6% | 399,969 | $75.1M |
| PNC Financial Services Group, Inc. | 0.04% | Add +5.1% | 383,719 | $72.0M |
| STRS Ohio | 0.26% | Add +1.6% | 378,501 | $71.0M |
| Stifel Financial Corp. | 0.06% | Reduce -2.9% | 361,445 | $67.8M |
| FIL Ltd | 0.05% | Add +31.6% | 347,904 | $65.3M |
| Ensign Peak Advisors, Inc | 0.11% | No change | 342,012 | $64.2M |
| Treasurer of the State of North Carolina | 0.20% | Reduce -1.7% | 337,650 | $63.4M |
| LPL Financial LLC | 0.02% | Reduce -12.6% | 335,275 | $62.9M |
| Neuberger Berman Group LLC | 0.05% | Reduce -28.2% | 331,629 | $62.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.13% | Reduce -13.9% | 325,547 | $61.1M |
| Voloridge Investment Management, LLC | 0.20% | Reduce -31.3% | 316,974 | $59.5M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -9.5% | 315,198 | $59.2M |
| Heitman Real Estate Securities LLC | 3.95% | Reduce -21.5% | 308,099 | $57.8M |
| Storebrand Asset Management As | 0.15% | Add +8.4% | 306,961 | $57.6M |
| Citadel Advisors | 0.05% | Reduce -75.8% | 304,432 | $57.1M |
| Susquehanna Portfolio Strategies, LLC | 0.88% | Add +0.3% | 296,689 | $55.7M |
| Millennium Management | 0.05% | Reduce -60.8% | 296,260 | $55.6M |
| New York State Teachers Retirement System | 0.11% | Add +8.2% | 294,798 | $55.3M |
"% of holder's portfolio" is SPG's weight in each manager's 13F, not the share of Simon Property Group Inc. the manager owns.