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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, Q1 2026

Institutional positions in Simon Property Group Inc. as of Mar 31, 2026. 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
1,312
+43 vs. Q4 2025
Shares held
292.9M
+52.7M (+21.9%) vs. Q4 2025
Total value
$54.6B
+$10.2B (+22.9%) vs. Q4 2025
New holders
125
513 more added
Sold out
82
447 more reduced

20 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 1,312 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ1 2026: $54.6B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$32.7B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q4 2025.

Institutions holding SPG in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Measured Wealth Private Client Group, LLC0$460.00%0New
Redwood Park Advisors LLC1$1870.00%00.0%Unchanged
Stone House Investment Management, LLC1$1870.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$1870.00%00.0%Unchanged
Godfrey Financial Associates, Inc.2$3730.00%00.0%Unchanged
Arcadia Investment Management Corp2$3740.00%00.0%Unchanged
3 Factor Indexing, LLC2$3740.00%+2New
Asset Dedication, LLC3$5600.00%−70−95.9%Reduced
Toth Financial Advisory Corp3$5600.00%00.0%Unchanged
Breakwater Investment Management3$5600.00%00.0%Unchanged
Tidemark, LLC3$5600.00%+3New
Intentional Wealth Strategies, LLC3$5600.00%+3New
Bravera Wealth3$5600.00%+3New
TopTier Wealth Management, LLC4$7460.00%+4New
Ameriflex Group, Inc.5$8960.00%+2+66.7%Added
Three Bearings Fiduciary Advisors, Inc.5$9330.00%00.0%Unchanged
Signature Resources Capital Management, LLC5$9330.00%00.0%Unchanged
Copia Wealth Management5$9330.00%00.0%Unchanged
Elevated Capital Advisors, LLC8$1.49K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.9$1.68K0.00%+9New
Cassaday & Co Wealth Management LLC9$1.68K0.00%+9New
Y.D. More Investments Ltd10$1.86K0.00%−729−98.6%Reduced
Portus Wealth Advisors, LLC10$1.86K0.00%+10New
Quaker Wealth Management, LLC10$1.87K0.00%00.0%Unchanged
Silicon Valley Capital Partners10$1.89K0.00%+10New
Ogorek Anthony Joseph14$2.00K0.00%00.0%Unchanged
Mascoma Wealth Management LLC11$2.05K0.00%+4+57.1%Added
RMG Wealth Management LLC11$2.21K0.00%00.0%Unchanged
Alerus Financial NA12$2.24K0.00%00.0%Unchanged
NVWM, LLC12$2.24K0.00%00.0%Unchanged
Morse Asset Management, Inc12$2.24K0.00%+12New
Gilpin Wealth Management, LLC12$2.24K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC14$2.61K0.00%−12−46.2%Reduced
American Capital Advisory, LLC14$2.61K0.00%+6+75.0%Added
Nemes Rush Group LLC15$2.80K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.15$2.80K0.00%00.0%Unchanged
Caldwell Trust Co15$2.80K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC16$2.98K0.00%−2−11.1%Reduced
S&T Bank16$2.98K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC17$3.17K0.00%00.0%Unchanged
Costello Asset Management, INC17$3.17K0.00%00.0%Unchanged
Darwin Advisors, LLC17$3.17K0.00%00.0%Unchanged
McIlrath & Eck, LLC18$3.36K0.00%00.0%Unchanged
Davis Capital Management19$3.54K0.00%00.0%Unchanged
Clayton Financial Group LLC20$3.73K0.00%00.0%Unchanged
Clark Wealth Partners20$3.73K0.00%+5+33.3%Added
Capital & Planning, LLC20$3.73K0.00%+20New
Groesbeck Investment Management Corp20$4.00K0.01%00.0%Unchanged
Strategic Wealth Partners, Ltd.22$4.08K0.00%+2+10.0%Added
HM Payson & Co22$4.10K0.00%00.0%Unchanged
Archer Investment Corp22$4.12K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC23$4.23K0.00%+6+35.3%Added
POM Investment Strategies, LLC23$4.29K0.01%00.0%Unchanged
Red Tortoise LLC23$4.29K0.00%00.0%Unchanged
Rialto Wealth Management, LLC24$4.48K0.00%+13+118.2%Added
Burk Holdings LLC24$4.48K0.00%+24New
Independence Bank of Kentucky25$4.66K0.00%−16−39.0%Reduced
Crews Bank & Trust25$4.66K0.00%00.0%Unchanged
American National Bank26$4.85K0.00%−11−29.7%Reduced
Strategic Investment Solutions, Inc.28$5.14K0.00%+1+3.7%Added
Addison Advisors LLC28$5.22K0.00%00.0%Unchanged
Imprint Wealth LLC28$5.22K0.02%00.0%Unchanged
Fairman Group, LLC28$5.22K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC29$5.41K0.00%+2+7.4%Added
Country Trust Bank29$5.41K0.00%00.0%Unchanged
SJS Investment Consulting Inc.29$5.43K0.00%+17+141.7%Added
Smallwood Wealth Investment Management, LLC30$5.59K0.00%00.0%Unchanged
Bare Financial Services, Inc31$5.78K0.00%+14+82.4%Added
Bartlett & Co. Wealth Management LLC31$6.25K0.00%−62−66.7%Reduced
Mark Sheptoff Financial Planning, LLC31$6.27K0.00%00.0%Unchanged
South State Corp.37$6.90K0.00%−3−7.5%Reduced
Park Square Financial Group, LLC37$6.90K0.05%+37New
IMG Wealth Management, Inc.38$7.09K0.00%−27−41.5%Reduced
IMA Wealth, Inc.38$7.09K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.38$7.09K0.00%00.0%Unchanged
Adirondack Trust Co40$7.46K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC40$7.46K0.00%00.0%Unchanged
Creative Capital Management Investments LLC41$7.65K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.41$7.65K0.01%00.0%Unchanged
Horizon Financial Services, LLC41$7.65K0.00%+25+156.3%Added
Raffa Wealth Management, LLC42$7.83K0.00%00.0%Unchanged
Dunhill Financial, LLC42$7.95K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC44$8.21K0.00%00.0%Unchanged
Wall Street Access Asset Management, LLC52$8.36K0.00%00.0%Unchanged
Gold Investment Management Ltd.45$8.39K0.00%00.0%Unchanged
Sachetta, LLC48$8.95K0.00%−13−21.3%Reduced
Ritter Daniher Financial Advisory LLC48$8.95K0.00%00.0%Unchanged
Manning & Napier Advisors LLC50$9.12K0.00%+50New
Leonteq Securities AG49$9.14K0.00%00.0%Unchanged
Aspect Partners, LLC49$9.14K0.00%+1+2.1%Added
Godsey & Gibb Associates50$9.33K0.00%−22−30.6%Reduced
Bangor Savings Bank50$9.33K0.00%00.0%Unchanged
Colonial Trust Advisors50$9.33K0.00%00.0%Unchanged
Financial Perspectives, Inc52$9.63K0.00%00.0%Unchanged
Oakworth Capital, Inc.52$9.70K0.00%00.0%Unchanged
Pittenger & Anderson Inc52$9.70K0.00%+52New
Transamerica Financial Advisors, Inc.52$9.84K0.00%+24+85.7%Added
Clear Street Markets LLC53$9.89K0.00%−1,831−97.2%Reduced
Anfield Capital Management, LLC53$9.89K0.00%00.0%Unchanged
Cornerstone Financial Management LLC53$9.89K0.01%+6+12.8%Added