Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
No open-market purchases or sales by Simon Property Group Inc. insiders were filed in the last 90 days; 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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 310 | $57.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 319 | $58.9K | 0.01% | +3+0.9% | Added |
| Financial Freedom, LLC | 316 | $59.0K | 0.03% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 317 | $59.1K | 0.04% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 324 | $60.4K | 0.04% | 00.0% | Unchanged |
| United Community Bank | 326 | $60.8K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 327 | $61.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 334 | $62.3K | 0.01% | 00.0% | Unchanged |
| Stance Capital LLC | 340 | $63.4K | 0.03% | +340 | New |
| Eastern Bank | 341 | $63.6K | 0.00% | +91+36.4% | Added |
| Tompkins Financial Corp | 344 | $64.2K | 0.01% | +119+52.9% | Added |
| Golden State Wealth Management, LLC | 347 | $64.7K | 0.01% | +194+126.8% | Added |
| Kozak & Associates, Inc. | 325 | $65.2K | 0.01% | +4+1.2% | Added |
| Glass Jacobson Investment Advisors llc | 355 | $66.2K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 358 | $66.8K | 0.00% | −46−11.4% | Reduced |
| Root Financial Partners, LLC | 360 | $67.2K | 0.00% | +16+4.7% | Added |
| Creative Financial Designs Inc | 361 | $67.3K | 0.00% | −6−1.6% | Reduced |
| Atlantic Union Bankshares Corp | 363 | $67.7K | 0.00% | +174+92.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 375 | $69.9K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 390 | $72.7K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 393 | $73.3K | 0.01% | +8+2.1% | Added |
| First Financial Corp | 400 | $74.6K | 0.03% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 412 | $77.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 411 | $77.0K | 0.01% | +68+19.8% | Added |
| IAG Wealth Partners, LLC | 431 | $80.4K | 0.01% | +116+36.8% | Added |
| Vision Retirement, LLC | 450 | $83.9K | 0.02% | +4+0.9% | Added |
| GHP Investment Advisors, Inc. | 457 | $85.2K | 0.00% | +7+1.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 469 | $87.5K | 0.13% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 475 | $88.6K | 0.00% | −30−5.9% | Reduced |
| Basepoint Wealth LLC | 498 | $92.8K | 0.05% | +6+1.2% | Added |
| Cary Street Partner Investment Advisory LLC | 498 | $92.9K | 0.02% | +12+2.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $93.0K | 0.00% | +500 | New |
| Missouri Trust & Investment Co | 500 | $93.3K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 502 | $93.6K | 0.01% | −333−39.9% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 521 | $97.2K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 527 | $98.3K | 0.04% | +527 | New |
| Oslo Pensjonsforsikring AS | 536 | $100.0K | 0.02% | +536 | New |
| Central Pacific Bank - Trust Division | 538 | $100.4K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 544 | $101.5K | 0.01% | +44+8.8% | Added |
| Farmers & Merchants Investments Inc | 546 | $101.8K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 568 | $106.0K | 0.04% | −40−6.6% | Reduced |
| PFS Partners, LLC | 570 | $106.4K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 586 | $109.3K | 0.01% | −94−13.8% | Reduced |
| Tiaa Trust, National Association | 596 | $111.2K | 0.01% | −1,805−75.2% | Reduced |
| Johnson Financial Group, Inc. | 603 | $112.5K | 0.00% | −286−32.2% | Reduced |
| Clearstead Advisors, LLC | 624 | $116.4K | 0.00% | −535−46.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 646 | $120.5K | 0.05% | +20+3.2% | Added |
| Fortitude Family Office, LLC | 647 | $120.7K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 663 | $123.7K | 0.00% | −7−1.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 667 | $124.4K | 0.02% | −343−34.0% | Reduced |
| CoreCap Advisors, LLC | 683 | $127.5K | 0.00% | +9+1.3% | Added |
| Montag A & Associates Inc | 702 | $130.9K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 707 | $132.0K | 0.00% | −83−10.5% | Reduced |
| First Horizon Corp | 723 | $134.9K | 0.01% | −3−0.4% | Reduced |
| Quarry LP | 772 | $144.0K | 0.03% | +464+150.6% | Added |
| Hoey Investments, Inc | 775 | $144.6K | 0.02% | +200+34.8% | Added |
| CVA Family Office, LLC | 780 | $145.5K | 0.02% | −4−0.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 877 | $145.7K | 0.05% | +169+23.9% | Added |
| TIAA Wealth Investment Management LLC | 788 | $147.0K | 0.00% | +788 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 808 | $150.7K | 0.02% | +300+59.1% | Added |
| Rosenberg Matthew Hamilton | 816 | $152.2K | 0.03% | 00.0% | Unchanged |
| Motco | 817 | $152.4K | 0.01% | −225−21.6% | Reduced |
| Silvant Capital Management LLC | 821 | $153.1K | 0.01% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 833 | $155.4K | 0.03% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 843 | $157.2K | 0.06% | +544+181.9% | Added |
| Simplex Trading, LLC | 868 | $161.9K | 0.01% | −547−38.7% | Reduced |
| Thompson Investment Management, Inc. | 889 | $165.8K | 0.02% | +77+9.5% | Added |
| Global X Japan Co., Ltd. | 892 | $166.4K | 0.01% | +188+26.7% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 898 | $167.5K | 0.00% | +898 | New |
| Onefund, LLC | 897 | $168.7K | 0.11% | −39−4.2% | Reduced |
| Harbor Investment Advisory, LLC | 972 | $181.3K | 0.01% | −115−10.6% | Reduced |
| Umb Bank N A | 989 | $184.5K | 0.00% | +25+2.6% | Added |
| Vestor Capital, LLC | 1,000 | $187.0K | 0.01% | −1,571−61.1% | Reduced |
| Greykasell Wealth Strategies, Inc. | 1,028 | $191.8K | 0.08% | +57+5.9% | Added |
| SRS Capital Advisors, Inc. | 1,037 | $193.4K | 0.01% | −849−45.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,050 | $195.8K | 0.05% | +10+1.0% | Added |
| TFC Financial Management | 1,056 | $197.0K | 0.02% | 00.0% | Unchanged |
| First Foundation Advisors | 1,063 | $198.3K | 0.01% | +1,063 | New |
| Cromwell Holdings LLC | 1,067 | $199.0K | 0.11% | 00.0% | Unchanged |
| Argent Trust Co | 1,073 | $200.1K | 0.01% | +1,073 | New |
| Triumph Capital Management | 1,077 | $200.9K | 0.04% | +10+0.9% | Added |
| Defiance ETFs, LLC | 1,081 | $201.6K | 0.00% | +1,081 | New |
| Keel Point, LLC | 1,084 | $202.3K | 0.01% | −765−41.4% | Reduced |
| Centaurus Financial, Inc. | 1,089 | $203.0K | 0.01% | +56+5.4% | Added |
| JB Capital LLC | 1,089 | $203.1K | 0.01% | +1+0.1% | Added |
| Orographic Financial Advisors, LLC | 1,095 | $204.0K | 0.14% | +1,095 | New |
| DGS Capital Management, LLC | 1,099 | $204.9K | 0.03% | +1,099 | New |
| Argyle Capital Partners, LLC | 1,107 | $206.5K | 0.15% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 1,109 | $206.8K | 0.03% | +1,109 | New |
| BAM Wealth Management, LLC | 1,112 | $207.4K | 0.16% | −14−1.2% | Reduced |
| Interchange Capital Partners, LLC | 1,223 | $207.6K | 0.07% | −521−29.9% | Reduced |
| Woodward Diversified Capital, LLC | 1,012 | $208.7K | 0.10% | +1,012 | New |
| Argonautica Private Wealth Management, Inc | 1,119 | $208.7K | 0.06% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 1,122 | $209.3K | 0.10% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 1,123 | $209.5K | 0.02% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 1,125 | $209.8K | 0.12% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 1,125 | $209.8K | 0.04% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,128 | $210.4K | 0.00% | +1,128 | New |
| Steel Peak Wealth Management LLC | 1,130 | $210.8K | 0.01% | −7,543−87.0% | Reduced |
| Keebeck Wealth Management, LLC | 1,132 | $211.2K | 0.02% | −413−26.7% | Reduced |