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.
| 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 | 1,201 | $48.9B |
| Q4 2024 | 1,194 | $50.4B |
| Q3 2024 | 1,135 | $48.8B |
| Q2 2024 | 1,105 | $43.7B |
| Q1 2024 | 1,083 | $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, Q1 2026
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Westpac Banking Corp | 15,460 | $2.88M | 0.20% | −740−4.6% | Reduced |
| Bayhunt Capital LLC | 15,696 | $2.91M | 2.75% | −52,986−77.1% | Reduced |
| Summit Financial, LLC | 15,604 | $2.91M | 0.04% | +11,928+324.5% | Added |
| Evolve Private Wealth, LLC | 15,754 | $2.94M | 0.16% | −50−0.3% | Reduced |
| Canada Post Corp Registered Pension Plan | 15,774 | $2.94M | 0.12% | −484−3.0% | Reduced |
| OpenArc Corporate Advisory, LLC | 16,015 | $2.99M | 0.04% | +289+1.8% | Added |
| RSM US Wealth Management LLC | 16,183 | $3.02M | 0.04% | +112+0.7% | Added |
| iA Global Asset Management Inc. | 16,243 | $3.03M | 0.04% | −362−2.2% | Reduced |
| Pacer Advisors, Inc. | 16,265 | $3.03M | 0.01% | −9,413−36.7% | Reduced |
| Maryland State Retirement & Pension System | 16,325 | $3.05M | 0.06% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 16,470 | $3.07M | 0.74% | +3,246+24.5% | Added |
| Louisiana State Employees Retirement System | 16,600 | $3.10M | 0.05% | −100−0.6% | Reduced |
| Nomura Holdings Inc | 16,753 | $3.12M | 0.03% | +800+5.0% | Added |
| Fideuram Asset Management (Ireland) dac | 17,107 | $3.14M | 0.40% | +4,641+37.2% | Added |
| Spirit of America Management Corp | 16,850 | $3.14M | 0.62% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 17,297 | $3.23M | 0.03% | +15,880+1,120.7% | Added |
| Lido Advisors, LLC | 17,417 | $3.25M | 0.01% | +306+1.8% | Added |
| J. Goldman & Co LP | 17,500 | $3.26M | 0.15% | +17,500 | New |
| Modern Wealth Management, LLC | 17,495 | $3.29M | 0.06% | −1,590−8.3% | Reduced |
| New Insight Wealth Advisors | 17,768 | $3.31M | 1.19% | −1,755−9.0% | Reduced |
| Hartford Investment Management Co | 18,517 | $3.45M | 0.11% | −290−1.5% | Reduced |
| Fifth Third Bancorp | 18,636 | $3.48M | 0.01% | −515−2.7% | Reduced |
| Blair William & Co | 19,026 | $3.55M | 0.01% | +2,629+16.0% | Added |
| Equitable Holdings, Inc. | 19,213 | $3.56M | 0.02% | +1,421+8.0% | Added |
| DRW Securities, LLC | 19,146 | $3.57M | 0.19% | +19,146 | New |
| B. Metzler seel. Sohn & Co. AG | 19,456 | $3.63M | 0.03% | +11,818+154.7% | Added |
| Park Avenue Securities LLC | 19,574 | $3.65M | 0.03% | −267−1.3% | Reduced |
| Peapack Gladstone Financial Corp | 19,600 | $3.66M | 0.05% | +1,900+10.7% | Added |
| Commerce Bank | 19,601 | $3.66M | 0.02% | −2,086−9.6% | Reduced |
| Allworth Financial LP | 19,609 | $3.66M | 0.01% | −1,214−5.8% | Reduced |
| GeoWealth Management, LLC | 19,624 | $3.66M | 0.13% | −1,441−6.8% | Reduced |
| Mizuho Securities USA LLC | 19,661 | $3.67M | 0.09% | −4,110−17.3% | Reduced |
| Pensionfund Sabic | 20,006 | $3.73M | 4.50% | +1,300+6.9% | Added |
| Prospera Financial Services Inc | 20,034 | $3.74M | 0.06% | −885−4.2% | Reduced |
| Del-Sette Capital Management, LLC | 20,225 | $3.77M | 2.26% | +1,365+7.2% | Added |
| MidFirst Bank | 20,338 | $3.79M | 0.31% | +1,638+8.8% | Added |
| Omers Administration Corp | 20,432 | $3.81M | 0.02% | +6,830+50.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 20,849 | $3.89M | 0.32% | −400−1.9% | Reduced |
| Kentucky Retirement Systems | 25,621 | $3.90M | 0.29% | +5,280+26.0% | Added |
| Atria Investments LLC | 20,977 | $3.91M | 0.04% | −681−3.1% | Reduced |
| Two Sigma Investments, LP | 21,102 | $3.94M | 0.00% | +21,102 | New |
| McGinn Investment Management, Inc. | 21,212 | $3.96M | 2.59% | −1,456−6.4% | Reduced |
| Blue Sparrow, LLC | 21,260 | $3.97M | 0.07% | +21,260 | New |
| Quantbot Technologies LP | 21,405 | $3.99M | 0.16% | +14,969+232.6% | Added |
| Burney Co | 21,432 | $4.00M | 0.12% | −3,462−13.9% | Reduced |
| Yarbrough Capital, LLC | 21,500 | $4.01M | 0.14% | 00.0% | Unchanged |
| Oak Thistle LLC | 21,795 | $4.07M | 0.39% | +16,365+301.4% | Added |
| SAM Advisors, LLC | 22,016 | $4.11M | 1.29% | +278+1.3% | Added |
| Benson Wealth Management INC | 22,093 | $4.12M | 5.64% | −516−2.3% | Reduced |
| CWM, LLC | 22,262 | $4.15M | 0.01% | −228−1.0% | Reduced |
| Edgestream Partners, L.P. | 22,429 | $4.18M | 0.14% | −21,234−48.6% | Reduced |
| Horizon Investments, LLC | 22,466 | $4.19M | 0.05% | −6,001−21.1% | Reduced |
| J. Safra Sarasin Holding AG | 22,664 | $4.22M | 0.07% | +17,238+317.7% | Added |
| Vident Advisory, LLC | 22,850 | $4.26M | 0.04% | −6,756−22.8% | Reduced |
| Advisory Services Network, LLC | 22,932 | $4.28M | 0.06% | −1,873−7.6% | Reduced |
| Fiduciary Group LLC | 23,115 | $4.31M | 0.37% | −173−0.7% | Reduced |
| Vertrix Wealth Management, LLC | 23,335 | $4.35M | 1.60% | +23,335 | New |
| Brookstone Capital Management | 23,555 | $4.39M | 0.05% | −176−0.7% | Reduced |
| Venture Visionary Partners LLC | 23,687 | $4.42M | 0.15% | +673+2.9% | Added |
| Adviser Investments LLC | 23,818 | $4.44M | 0.05% | −807−3.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 24,010 | $4.48M | 0.03% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 24,102 | $4.50M | 0.24% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 24,187 | $4.51M | 0.01% | −40,133−62.4% | Reduced |
| Private Advisor Group, LLC | 24,896 | $4.64M | 0.02% | −4,743−16.0% | Reduced |
| Gulf International Bank (UK) Ltd | 25,268 | $4.71M | 0.11% | +8,643+52.0% | Added |
| Ci Investments Inc. | 25,913 | $4.83M | 0.02% | −90−0.3% | Reduced |
| Anson Funds Management LP | 26,100 | $4.87M | 0.64% | +26,100 | New |
| Soltis Investment Advisors LLC | 26,335 | $4.91M | 0.32% | +1,256+5.0% | Added |
| UBS Asset Management Americas Inc | 26,350 | $4.92M | 0.00% | +21,049+397.1% | Added |
| Bruni J V & Co | 26,475 | $4.94M | 0.52% | −961−3.5% | Reduced |
| Integrated Advisors Network LLC | 26,651 | $4.97M | 0.26% | +7,434+38.7% | Added |
| Hamilton Capital Partners Inc. | 27,072 | $5.05M | 0.17% | +2,502+10.2% | Added |
| Naviter Wealth, LLC | 27,211 | $5.08M | 0.63% | +2,833+11.6% | Added |
| Captrust Financial Advisors | 27,396 | $5.11M | 0.01% | +4,380+19.0% | Added |
| Truvestments Capital LLC | 27,567 | $5.14M | 0.93% | −640−2.3% | Reduced |
| Rafferty Asset Management, LLC | 27,791 | $5.18M | 0.02% | −10,217−26.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 27,795 | $5.18M | 0.02% | −771−2.7% | Reduced |
| Oppenheimer & Co Inc | 28,104 | $5.24M | 0.06% | −343−1.2% | Reduced |
| Waterloo Capital, L.P. | 28,237 | $5.27M | 0.37% | +5,414+23.7% | Added |
| Avanza Fonder AB | 28,440 | $5.30M | 0.15% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 28,513 | $5.32M | 0.01% | −411−1.4% | Reduced |
| Vanderbilt University | 28,903 | $5.39M | 1.02% | +420+1.5% | Added |
| Crossmark Global Holdings, Inc. | 29,042 | $5.42M | 0.08% | −351−1.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 30,171 | $5.44M | 0.01% | −4,063−11.9% | Reduced |
| Legacy Financial Independent Advisors LLC | 29,236 | $5.45M | 2.84% | +29,236 | New |
| Riverview Capital Advisers, LLC | 29,525 | $5.51M | 1.84% | −22,474−43.2% | Reduced |
| Summit Trail Advisors, LLC | 30,279 | $5.65M | 0.08% | −11,695−27.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 30,376 | $5.67M | 0.69% | +465+1.6% | Added |
| Brown Advisory Inc | 30,382 | $5.67M | 0.01% | −2,301−7.0% | Reduced |
| Cornerstone Wealth Group, LLC | 27,730 | $5.68M | 0.37% | +260+0.9% | Added |
| Investment Management Corp of Ontario | 31,066 | $5.79M | 0.07% | +1,200+4.0% | Added |
| Change Path, LLC | 31,075 | $5.80M | 0.13% | +852+2.8% | Added |
| Triasima Portfolio Management inc. | 31,393 | $5.86M | 0.89% | +31,393 | New |
| Concurrent Investment Advisors, LLC | 32,069 | $5.98M | 0.07% | −1,409−4.2% | Reduced |
| OP Asset Management Ltd | 32,570 | $6.08M | 0.06% | −2,540−7.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 32,760 | $6.11M | 0.02% | +5,787+21.5% | Added |
| D.A. Davidson & Co. | 32,846 | $6.13M | 0.04% | +2,735+9.1% | Added |
| Edgar Lomax Co | 33,035 | $6.16M | 0.44% | −13,010−28.3% | Reduced |
| Eurizon Capital SGR S.p.A. | 33,315 | $6.20M | 0.02% | −5,083−13.2% | Reduced |
| Sheets Smith Wealth Management | 33,894 | $6.32M | 0.71% | +1,027+3.1% | Added |