Stock ownership · SEC 13F · Q4 2025

SIMON PPTY GROUP INC NEW

A breakdown of SIMON PPTY GROUP INC NEW's institutional base (CUSIP 828806109): the holders, the concentration among them, and what changed last quarter.

$9.2M
Reported value
8
Institutions
99%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, SIMON PPTY GROUP INC NEW ranks #463 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 8 institutions report $9.2M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.

8
institutions hold it
$9.2M
reported 13F value
99%
held by top 5
#463
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, SIMON PPTY GROUP INC NEW ranks #463 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 828806109 · Q4 2025 $9M reported

VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL

  • VALUE-LIGHT #463/775
  • HOLDERS-FOCUS 8 filers
  • CONC-DOM 99% top-5
  • PHOTO-FINISH TRANSDIGM GROUP
  • ACTIVITY-QUIET 0 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: TRANSDIGM GROUP INC

Read with: Ownership concentration guide - SIMON PPTY GROUP INC NEW's top-five holders account for 99% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · SIMON PPTY GROUP INC NEW

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

PERDOCEO ED · near$9MWORLD GOLD TR · near$9MGLOBAL X FDS · near$9MTRANSDIGM GROUP · near$9MSIMON PPTY GROUP NEW · this …$9M
Aggregate reported institutional value ($)
Largest institutional holders of SIMON PPTY GROUP INC NEW
  1. 1
    Pacer Advisors, Inc. $4.8M
  2. 2
    MidFirst Bank $3.5M
  3. 3
    Oak Grove Capital LLC $500K
  4. 4
    GROUPAMA ASSET MANAGMENT $342K
  5. 5
    Anchor Investment Management, LLC $62K
  6. 6
    Bell Investment Advisors, Inc $50K

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a SIMON PPTY GROUP INC NEW position has fallen from 9 to 8 over the last 8 quarters of 13F filings.

05101520 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 8
Distinct 13F filers holding SIMON PPTY GROUP INC NEW, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 25,678 $4.8M 51.8%
2 MidFirst Bank 18,700 $3.5M 37.7%
3 Oak Grove Capital LLC 2,700 $500K 5.4%
4 GROUPAMA ASSET MANAGMENT 1,847 $342K 3.7%
5 Anchor Investment Management, LLC 334 $62K 0.7%
6 Bell Investment Advisors, Inc 270 $50K 0.5%
7 Strategic Investment Solutions, Inc. /IL 27 $5K 0.1%
8 SG Trading Solutions, LLC 4,867 $901 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SIMON PPTY GROUP INC NEW's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

Frequently Asked Questions

How many institutions hold SIMON PPTY GROUP INC NEW?▼
SIMON PPTY GROUP INC NEW is held by 8 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does SIMON PPTY GROUP INC NEW sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, SIMON PPTY GROUP INC NEW ranks #463 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of SIMON PPTY GROUP INC NEW?▼
Institutions report $9.2M of SIMON PPTY GROUP INC NEW as of Q4 2025.
How concentrated is ownership of SIMON PPTY GROUP INC NEW?▼
The top five institutional holders account for 99% of the reported institutional value in SIMON PPTY GROUP INC NEW, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of SIMON PPTY GROUP INC NEW?▼
Pacer Advisors, Inc. is the largest reported holder of SIMON PPTY GROUP INC NEW with $4.8M across 25,678 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for SIMON PPTY GROUP INC NEW: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($9.2M here).

TRANSDIGM GROUP INC $9.2M GLOBAL X FDS $9.2M WORLD GOLD TR $9.2M PERDOCEO ED CORP $9.2M

Similar holder count

Nearest stocks by number of disclosing 13F holders (8 here).

AGILENT TECHNOLOGIES INC 8 ALIBABA GROUP HLDG LTD F 8 BIOGEN INC 8 BLOCK INC A 8

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.