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 |
|---|---|---|---|---|---|
| Lavaca Capital LLC | 1,500 | $279.8K | 0.05% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,500 | $279.8K | 0.15% | 00.0% | Unchanged |
| New Republic Capital, LLC | 1,502 | $280.2K | 0.09% | −221−12.8% | Reduced |
| Augustine Asset Management Inc | 1,504 | $280.5K | 0.06% | −79−5.0% | Reduced |
| Jacobi Capital Management LLC | 1,525 | $284.4K | 0.02% | +1+0.1% | Added |
| Csenge Advisory Group | 1,525 | $284.5K | 0.01% | +42+2.8% | Added |
| Synergy Financial Group, LTD | 1,529 | $285.2K | 0.21% | +1,529 | New |
| NBC Securities, Inc. | 1,533 | $285.9K | 0.02% | −191−11.1% | Reduced |
| Private Trust Co NA | 1,538 | $286.9K | 0.03% | +18+1.2% | Added |
| Miller Global Investments, LLC | 1,542 | $287.6K | 0.26% | +63+4.3% | Added |
| Cornerstone Wealth Management, LLC | 1,559 | $290.7K | 0.01% | +4+0.3% | Added |
| Heartland Bank & Trust Co | 1,566 | $292.1K | 0.07% | +40+2.6% | Added |
| Brady Martz Wealth Solutions, LLC | 1,587 | $296.0K | 0.05% | +1,587 | New |
| Clientfirst Wealth Management, LLC | 1,593 | $297.1K | 0.25% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,596 | $297.7K | 0.06% | −2,906−64.5% | Reduced |
| Krilogy Financial LLC | 1,481 | $298.2K | 0.01% | +84+6.0% | Added |
| LJI Wealth Management, LLC | 1,599 | $298.3K | 0.05% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 1,613 | $300.9K | 0.01% | +74+4.8% | Added |
| Knightsbridge Asset Management, LLC | 1,632 | $304.4K | 0.04% | +9+0.6% | Added |
| Fiduciary Trust Co | 1,634 | $304.8K | 0.00% | −256−13.5% | Reduced |
| Outlook Wealth Advisors, LLC | 1,656 | $308.9K | 0.07% | +9+0.5% | Added |
| Cetera Trust Company, N.A | 1,665 | $310.6K | 0.18% | −200−10.7% | Reduced |
| Platform Technology Partners | 1,668 | $311.1K | 0.06% | +11+0.7% | Added |
| SageView Advisory Group, LLC | 1,669 | $311.3K | 0.01% | −289−14.8% | Reduced |
| BNP Paribas | 1,688 | $314.9K | 0.01% | 00.0% | Unchanged |
| J. Team Financial, Inc. | 1,691 | $315.4K | 0.35% | −328−16.2% | Reduced |
| Novare Capital Management LLC | 1,693 | $315.8K | 0.03% | −441−20.7% | Reduced |
| Oak Grove Capital LLC | 1,700 | $317.1K | 0.05% | −1,000−37.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,700 | $317.1K | 0.06% | −310−15.4% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 1,702 | $317.5K | 0.17% | +1,702 | New |
| Catalyst Financial Partners LLC | 1,704 | $317.8K | 0.04% | +116+7.3% | Added |
| Breakwater Capital Group | 1,705 | $318.0K | 0.04% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,716 | $320.1K | 0.11% | −136−7.3% | Reduced |
| Embree Financial Group | 1,720 | $320.9K | 0.04% | −694−28.7% | Reduced |
| Opinicus Capital, Inc. | 1,726 | $322.0K | 0.23% | −438−20.2% | Reduced |
| Winthrop Capital Management, LLC | 1,727 | $322.0K | 0.08% | +2+0.1% | Added |
| Icon Wealth Advisors, LLC | 1,614 | $323.0K | 0.02% | +16+1.0% | Added |
| American State Bank (Iowa) | 1,737 | $324.0K | 0.16% | −42−2.4% | Reduced |
| Cabot Wealth Management Inc | 1,745 | $325.5K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,750 | $326.4K | 0.11% | −80−4.4% | Reduced |
| Pure Financial Advisors, Inc. | 1,756 | $327.6K | 0.00% | +203+13.1% | Added |
| Washington Trust Bank | 1,761 | $328.5K | 0.02% | −15−0.8% | Reduced |
| Whalerock Point Partners, LLC | 1,776 | $331.3K | 0.06% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,782 | $332.4K | 0.02% | +27+1.5% | Added |
| Resonant Capital Advisors, LLC | 1,783 | $332.6K | 0.02% | +152+9.3% | Added |
| Fort Sheridan Advisors LLC | 1,789 | $333.7K | 0.04% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 1,815 | $338.6K | 0.06% | +88+5.1% | Added |
| S-Bank Fund Management Ltd | 1,817 | $338.9K | 0.05% | −68−3.6% | Reduced |
| Evernest Financial Advisors, LLC | 1,685 | $339.1K | 0.07% | +1,685 | New |
| Montecito Bank & Trust | 1,819 | $339.3K | 0.06% | +1,819 | New |
| Gen-Wealth Partners Inc | 1,827 | $340.9K | 0.11% | −7−0.4% | Reduced |
| Coco Enterprises, LLC | 1,799 | $341.0K | 0.17% | +3+0.2% | Added |
| Penserra Capital Management LLC | 1,842 | $343.0K | 0.00% | +57+3.2% | Added |
| Regions Financial Corp | 1,845 | $344.1K | 0.00% | +243+15.2% | Added |
| Intrust Bank NA | 1,852 | $345.5K | 0.03% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,857 | $346.4K | 0.07% | +22+1.2% | Added |
| LRI Investments, LLC | 1,873 | $349.4K | 0.03% | +56+3.1% | Added |
| 180 Wealth Advisors, LLC | 1,874 | $349.6K | 0.04% | −2−0.1% | Reduced |
| Quotient Wealth Partners, LLC | 1,878 | $350.3K | 0.01% | +81+4.5% | Added |
| First National Bank | 1,878 | $350.3K | 0.17% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,884 | $351.4K | 0.00% | −636−25.2% | Reduced |
| Gateway Wealth Partners, LLC | 1,893 | $353.1K | 0.01% | +1,893 | New |
| Groupama Asset Managment | 1,894 | $353.3K | 0.01% | +47+2.5% | Added |
| Castle Rock Wealth Management, LLC | 1,875 | $353.8K | 0.08% | −60−3.1% | Reduced |
| North Star Investment Management Corp. | 1,897 | $353.8K | 0.02% | +310+19.5% | Added |
| Personal Cfo Solutions, LLC | 1,898 | $354.0K | 0.05% | −145−7.1% | Reduced |
| CX Institutional | 1,905 | $355.0K | 0.01% | −77−3.9% | Reduced |
| BSW Wealth Partners | 1,915 | $357.2K | 0.04% | −179−8.5% | Reduced |
| Ofi Invest Asset Management | 2,207 | $357.3K | 0.00% | −1,522−40.8% | Reduced |
| Optas, LLC | 1,916 | $357.4K | 0.05% | −38−1.9% | Reduced |
| Fulton Bank, N.A. | 1,928 | $359.6K | 0.01% | +33+1.7% | Added |
| O'Rourke & Company, Inc | 1,928 | $359.7K | 0.14% | −196−9.2% | Reduced |
| Modera Wealth Management, LLC | 1,935 | $361.0K | 0.00% | −232−10.7% | Reduced |
| Guardian Partners Inc. | 1,959 | $365.4K | 0.03% | +117+6.4% | Added |
| Intrua Financial, LLC | 1,960 | $365.6K | 0.04% | −63−3.1% | Reduced |
| Brevan Howard Capital Management LP | 1,965 | $366.5K | 0.00% | −29,644−93.8% | Reduced |
| Crestwood Advisors Group LLC | 1,974 | $368.2K | 0.01% | +502+34.1% | Added |
| Aprio Wealth Management, LLC | 1,974 | $368.2K | 0.02% | +1,974 | New |
| Advisory Alpha, LLC | 1,973 | $368.3K | 0.01% | +1,973 | New |
| Whittier Trust Co of Nevada Inc | 1,941 | $369.2K | 0.01% | −37,538−95.1% | Reduced |
| Greenland Capital Management LP | 2,000 | $373.1K | 0.07% | −25,856−92.8% | Reduced |
| V-Square Quantitative Management LLC | 2,019 | $376.6K | 0.04% | −152−7.0% | Reduced |
| Boston Private Wealth LLC | 2,027 | $378.0K | 0.02% | −113−5.3% | Reduced |
| Jane Street Group, LLC | 2,030 | $378.7K | 0.00% | +887+77.6% | Added |
| Birch Financial Group, LLC | 2,047 | $381.8K | 0.22% | +5+0.2% | Added |
| Prelude Capital Management, LLC | 2,050 | $382.4K | 0.03% | +2,050 | New |
| Gallagher Fiduciary Advisors, LLC | 2,051 | $382.6K | 0.01% | −286−12.2% | Reduced |
| Avidian Wealth Solutions, LLC | 2,059 | $384.0K | 0.01% | +214+11.6% | Added |
| Strategic Financial Concepts, LLC | 2,073 | $386.6K | 0.10% | +2,073 | New |
| Stratos Wealth Advisors, LLC | 2,077 | $387.6K | 0.02% | −138−6.2% | Reduced |
| Rockland Trust Co | 2,078 | $387.6K | 0.02% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 2,106 | $392.8K | 0.01% | −305−12.7% | Reduced |
| Tradition Wealth Management, LLC | 2,107 | $393.0K | 0.03% | +198+10.4% | Added |
| American Assets Investment Management, LLC | 7,500 | $393.3K | 0.03% | 00.0% | Unchanged |
| Stillwater Wealth Management Group | 2,112 | $393.9K | 0.24% | +536+34.0% | Added |
| Redhawk Wealth Advisors, Inc. | 2,135 | $398.3K | 0.04% | −170−7.4% | Reduced |
| Nabity-Jensen Investment Management Inc | 2,156 | $402.2K | 0.28% | −1,434−39.9% | Reduced |
| Stratos Wealth Partners, LTD. | 2,156 | $402.2K | 0.00% | −279−11.5% | Reduced |
| Los Angeles Capital Management LLC | 2,157 | $402.3K | 0.00% | +2,157 | New |
| Titleist Asset Management, LLC | 2,180 | $406.7K | 0.03% | −158−6.8% | Reduced |