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 | 1,202 | $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, 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 |
|---|---|---|---|---|---|
| Capula Management Ltd | 53 | $9.89K | 0.00% | +53 | New |
| Kilter Group LLC | 54 | $10.1K | 0.00% | −3−5.3% | Reduced |
| LOM Asset Management Ltd | 55 | $10.3K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 58 | $10.8K | 0.01% | +58 | New |
| Financial Consulate, Inc | 59 | $11.1K | 0.00% | +7+13.5% | Added |
| Financial Life Planners | 61 | $11.5K | 0.01% | +61 | New |
| Noble Wealth Management PBC | 64 | $11.9K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 64 | $11.9K | 0.00% | +48+300.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 64 | $11.9K | 0.01% | +62+3,100.0% | Added |
| Whipplewood Advisors, LLC | 66 | $12.3K | 0.01% | +66 | New |
| Strategic Advocates LLC | 68 | $12.7K | 0.06% | −2,660−97.5% | Reduced |
| Orion Capital Management LLC | 68 | $12.7K | 0.00% | +21+44.7% | Added |
| West Branch Capital LLC | 69 | $12.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 69 | $12.9K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 69 | $12.9K | 0.00% | −5−6.8% | Reduced |
| Hollencrest Capital Management | 71 | $13.3K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 73 | $13.6K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 73 | $13.7K | 0.00% | −19−20.7% | Reduced |
| Financial Network Wealth Advisors LLC | 74 | $13.8K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 76 | $14.2K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 76 | $14.2K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 77 | $14.3K | 0.00% | +44+133.3% | Added |
| Westfuller Advisors, LLC | 78 | $14.5K | 0.01% | −2−2.5% | Reduced |
| Pinnacle Bancorp, Inc. | 80 | $14.9K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 80 | $14.9K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 80 | $14.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 85 | $16.0K | 0.01% | −62−42.2% | Reduced |
| UMA Financial Services, Inc. | 87 | $16.2K | 0.00% | +6+7.4% | Added |
| Westend Capital Management, LLC | 88 | $16.4K | 0.00% | −431−83.0% | Reduced |
| Osbon Capital Management LLC | 91 | $17.0K | 0.01% | +20+28.2% | Added |
| JPL Wealth Management, LLC | 92 | $17.2K | 0.00% | +92 | New |
| Synergy Investment Management, LLC | 92 | $17.2K | 0.01% | +92 | New |
| Financial Management Professionals, Inc. | 96 | $17.9K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 99 | $18.5K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $18.7K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $18.7K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 100 | $18.7K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 100 | $18.7K | 0.00% | 00.0% | Unchanged |
| Bayban | 100 | $18.7K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 101 | $18.8K | 0.00% | +12+13.5% | Added |
| REAP Financial Group, LLC | 101 | $18.9K | 0.00% | +101 | New |
| Barnes Dennig Private Wealth Management LLC | 102 | $19.0K | 0.02% | −27−20.9% | Reduced |
| McMillan Office, Inc. | 102 | $19.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 102 | $19.2K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 109 | $20.0K | 0.00% | +12+12.4% | Added |
| Ares Financial Consulting, LLC | 107 | $20.1K | 0.02% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 109 | $20.3K | 0.01% | −10−8.4% | Reduced |
| Kingdom Financial Group LLC. | 109 | $20.3K | 0.01% | +108+10,800.0% | Added |
| Swiss Re Ltd | 109 | $20.3K | 0.12% | 00.0% | Unchanged |
| Park Place Capital Corp | 114 | $21.3K | 0.00% | −6−5.0% | Reduced |
| Duncker Streett & Co Inc | 117 | $21.8K | 0.00% | −6−4.9% | Reduced |
| Signature Equity Partners, LLC | 121 | $22.6K | 0.01% | +3+2.5% | Added |
| Wealth Enhancement Trust Services, Inc. | 125 | $23.3K | 0.00% | −240−65.8% | Reduced |
| Kemnay Advisory Services Inc. | 125 | $23.3K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 126 | $23.5K | 0.01% | +126 | New |
| Hughes Financial Services, LLC | 126 | $23.5K | 0.00% | +6+5.0% | Added |
| Abound Wealth Management | 128 | $23.8K | 0.01% | +6+4.9% | Added |
| WPG Advisers, LLC | 129 | $24.1K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 143 | $26.7K | 0.01% | +9+6.7% | Added |
| Cullen/Frost Bankers, Inc. | 146 | $27.2K | 0.00% | −105−41.8% | Reduced |
| Boyd Watterson Asset Management LLC | 150 | $28.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 139 | $28.1K | 0.00% | +16+13.0% | Added |
| Arlington Trust Co LLC | 154 | $28.7K | 0.00% | +154 | New |
| Trust Co of Toledo NA | 155 | $28.9K | 0.00% | +2+1.3% | Added |
| Capital Advisor Network LLC | 158 | $29.5K | 0.04% | +158 | New |
| Flagship Wealth Advisors, LLC | 184 | $29.6K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 163 | $30.4K | 0.00% | +8+5.2% | Added |
| Dogwood Wealth Management LLC | 171 | $31.9K | 0.01% | +41+31.5% | Added |
| Keating Financial Advisory Services, Inc. | 176 | $32.8K | 0.01% | +60+51.7% | Added |
| RWM Asset Management, LLC | 177 | $33.0K | 0.00% | +177 | New |
| New England Capital Financial Advisors LLC | 184 | $34.3K | 0.01% | +2+1.1% | Added |
| GW&K Investment Management, LLC | 186 | $35.0K | 0.00% | +7+3.9% | Added |
| Bruce G. Allen Investments, LLC | 193 | $36.0K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 193 | $36.0K | 0.00% | +160+484.8% | Added |
| Trask Adam Roland | 200 | $37.3K | 0.04% | +200 | New |
| Wilkerson Advisory Group LLC | 203 | $37.9K | 0.01% | +45+28.5% | Added |
| Bayforest Capital Ltd | 205 | $38.2K | 0.04% | −157−43.4% | Reduced |
| Dynamic Wealth Strategies, LLC | 210 | $39.2K | 0.02% | +139+195.8% | Added |
| Salomon & Ludwin, LLC | 210 | $39.6K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 213 | $39.7K | 0.01% | −100−31.9% | Reduced |
| SHP Wealth Management | 222 | $41.3K | 0.00% | +39+21.3% | Added |
| Valley National Advisers Inc | 227 | $42.0K | 0.01% | +17+8.1% | Added |
| BOK Financial Private Wealth, Inc. | 227 | $42.3K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 228 | $42.5K | 0.03% | −134−37.0% | Reduced |
| DT Investment Partners, LLC | 228 | $42.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 230 | $42.8K | 0.00% | −2−0.9% | Reduced |
| Bell Investment Advisors, Inc | 238 | $44.4K | 0.01% | −32−11.9% | Reduced |
| Wall Street Financial Group, Inc. | 243 | $45.3K | 0.03% | +243 | New |
| Innovative Asset Advisors Group, LLC | 251 | $46.8K | 0.03% | +251 | New |
| Essential Partners LLC | 257 | $48.0K | 0.02% | −624−70.8% | Reduced |
| MV Capital Management, Inc. | 259 | $48.3K | 0.00% | +9+3.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 266 | $49.6K | 0.01% | 00.0% | Unchanged |
| Trust Co | 268 | $50.0K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 270 | $50.4K | 0.00% | +270 | New |
| Blume Capital Management, Inc. | 270 | $50.4K | 0.01% | +270 | New |
| Old Point Trust & Financial Services N A | 300 | $56.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 300 | $56.0K | 0.01% | +43+16.7% | Added |
| Richardson Financial Services Inc. | 302 | $56.3K | 0.04% | +10+3.4% | Added |
| Sfam, LLC | 307 | $57.3K | 0.05% | 00.0% | Unchanged |
| Delta Asset Management LLC | 310 | $57.8K | 0.01% | −5−1.6% | Reduced |