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 |
|---|---|---|---|---|---|
| Gibbs Wealth Management | 2,193 | $408.9K | 0.05% | +582+36.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 2,210 | $412.2K | 0.12% | −1,090−33.0% | Reduced |
| Samalin Investment Counsel, LLC | 2,231 | $416.2K | 0.15% | +182+8.9% | Added |
| Bryn Mawr Trust Co | 2,233 | $416.5K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 2,251 | $419.9K | 0.04% | −1,694−42.9% | Reduced |
| Simplicity Wealth,LLC | 2,262 | $422.0K | 0.02% | −16−0.7% | Reduced |
| Kaizen Financial Strategies | 2,096 | $422.1K | 0.18% | +28+1.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,266 | $422.7K | 0.04% | +12+0.5% | Added |
| Ontario Teachers Pension Plan Board | 2,268 | $423.1K | 0.01% | −3,588−61.3% | Reduced |
| Bragg Financial Advisors, Inc | 2,277 | $424.7K | 0.01% | −74−3.1% | Reduced |
| Martingale Asset Management L P | 2,282 | $425.7K | 0.01% | −253−10.0% | Reduced |
| Phocas Financial Corp. | 2,293 | $427.7K | 0.07% | −62−2.6% | Reduced |
| Mogy Joel R Investment Counsel Inc | 2,325 | $433.7K | 0.03% | −500−17.7% | Reduced |
| Rehmann Capital Advisory Group | 2,325 | $433.8K | 0.02% | −402−14.7% | Reduced |
| Ghe, LLC | 2,341 | $436.7K | 0.18% | −415−15.1% | Reduced |
| PFG Investments, LLC | 2,341 | $436.7K | 0.02% | +50+2.2% | Added |
| Octavia Wealth Advisors, LLC | 2,365 | $441.2K | 0.04% | −193−7.5% | Reduced |
| SMART Wealth LLC | 2,367 | $441.6K | 0.13% | +2,367 | New |
| Carmel Capital Partners, LLC | 2,368 | $441.7K | 0.16% | −11−0.5% | Reduced |
| Affinity Wealth Management LLC | 2,372 | $442.4K | 0.07% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,400 | $447.7K | 0.04% | −100−4.0% | Reduced |
| Silverleafe Capital Partners, LLC | 2,400 | $447.7K | 0.13% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,456 | $447.9K | 0.03% | −2,659−52.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,402 | $448.1K | 0.01% | +31+1.3% | Added |
| Manchester Capital Management LLC | 2,412 | $449.9K | 0.06% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 2,430 | $453.2K | 0.03% | +282+13.1% | Added |
| Diversified Trust Co | 2,467 | $460.2K | 0.01% | −10,404−80.8% | Reduced |
| Deseret Mutual Benefit Administrators | 2,480 | $462.6K | 0.16% | +1,258+102.9% | Added |
| Lederer & Associates Investment Counsel | 2,487 | $464.0K | 0.33% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 2,500 | $466.3K | 0.09% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,510 | $468.2K | 0.03% | +21+0.8% | Added |
| Manchester Financial Inc | 2,511 | $468.4K | 0.09% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,515 | $469.1K | 0.20% | −200−7.4% | Reduced |
| AlphaGrep UK Ltd | 2,519 | $469.9K | 0.14% | +1,283+103.8% | Added |
| Sage Investment Advisers LLC | 2,500 | $470.3K | 0.35% | +5+0.2% | Added |
| Moody Lynn & Lieberson, LLC | 2,527 | $471.4K | 0.03% | 00.0% | Unchanged |
| Asset Planning,Inc | 2,535 | $472.9K | 0.34% | 00.0% | Unchanged |
| Stephens Inc | 2,545 | $474.7K | 0.01% | −163−6.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,554 | $476.4K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,565 | $478.6K | 0.00% | +2,565 | New |
| Schnieders Capital Management, LLC. | 2,577 | $480.7K | 0.08% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,568 | $482.5K | 0.03% | +135+5.5% | Added |
| Paradigm Asset Management Co LLC | 2,635 | $491.5K | 0.12% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 2,637 | $491.8K | 0.17% | +10.0% | Added |
| FJ Capital Management LLC | 2,639 | $492.3K | 0.06% | +2,639 | New |
| Fisher Asset Management, LLC | 2,641 | $492.8K | 0.00% | −39−1.5% | Reduced |
| Longfellow Investment Management Co LLC | 2,648 | $493.9K | 0.10% | 00.0% | Unchanged |
| American Investment Services, Inc. | 2,656 | $495.4K | 0.11% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 2,675 | $499.0K | 0.26% | −100−3.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,701 | $503.8K | 0.13% | +38+1.4% | Added |
| William Allan, LLC | 2,702 | $504.0K | 0.30% | −52−1.9% | Reduced |
| Childress Capital Advisors, LLC | 2,702 | $504.1K | 0.09% | −518−16.1% | Reduced |
| International Assets Investment Management, LLC | 2,681 | $504.2K | 0.04% | −64−2.3% | Reduced |
| VELA Investment Management, LLC | 2,705 | $504.6K | 0.13% | +717+36.1% | Added |
| Chicago Partners Investment Group LLC | 2,507 | $505.6K | 0.01% | +210+9.1% | Added |
| Ieq Capital, LLC | 2,725 | $508.3K | 0.00% | −32,455−92.3% | Reduced |
| Wealthcare Advisory Partners LLC | 2,747 | $512.4K | 0.01% | +46+1.7% | Added |
| Ascent Group, LLC | 2,757 | $514.3K | 0.02% | +43+1.6% | Added |
| WealthBridge Capital Management, LLC | 2,773 | $517.2K | 0.12% | +2,773 | New |
| CWA Asset Management Group, LLC | 2,781 | $518.7K | 0.02% | +206+8.0% | Added |
| Gryphon Financial Partners LLC | 2,797 | $521.8K | 0.05% | +247+9.7% | Added |
| Winton Group Ltd | 2,800 | $522.3K | 0.02% | +2,800 | New |
| Element Wealth, LLC | 2,822 | $526.4K | 0.22% | +18+0.6% | Added |
| Magnolia Capital Advisors LLC | 2,828 | $527.6K | 0.10% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,831 | $528.1K | 0.01% | +36+1.3% | Added |
| Journey Retirement Planning & Investment Management LLC | 2,837 | $529.4K | 0.47% | −6,407−69.3% | Reduced |
| Pinnacle Financial Partners, Inc. | 2,835 | $530.2K | 0.00% | +43+1.5% | Added |
| Advisors Preferred, LLC | 2,888 | $538.7K | 0.08% | +1,383+91.9% | Added |
| CTC Alternative Strategies, Ltd. | 2,900 | $540.9K | 1.23% | +2,900 | New |
| McMahon Financial Advisors, LLC | 2,913 | $543.4K | 0.11% | +15+0.5% | Added |
| Fulcrum Capital LLC | 2,929 | $546.3K | 0.12% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 2,932 | $546.9K | 0.11% | −9−0.3% | Reduced |
| Kestra Investment Management, LLC | 2,936 | $547.7K | 0.01% | −1,943−39.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 2,944 | $549.1K | 0.04% | +366+14.2% | Added |
| Market Street Wealth Management Advisors LLC | 2,948 | $549.9K | 0.09% | +25+0.9% | Added |
| TownSquare Capital, LLC | 2,963 | $552.7K | 0.12% | +182+6.5% | Added |
| Daymark Wealth Partners, LLC | 2,968 | $553.7K | 0.02% | +308+11.6% | Added |
| Mutual Advisors, LLC | 2,982 | $556.3K | 0.01% | +38+1.3% | Added |
| Merrion Investment Management Co, LLC | 3,000 | $559.6K | 0.30% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,000 | $559.6K | 0.10% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,001 | $559.8K | 0.02% | +634+26.8% | Added |
| Roble, Belko & Company, Inc | 3,000 | $560.0K | 0.07% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 3,010 | $561.5K | 0.24% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,017 | $562.7K | 0.03% | −21−0.7% | Reduced |
| Krane Funds Advisors LLC | 2,992 | $567.8K | 0.02% | +676+29.2% | Added |
| Cheviot Value Management, LLC | 3,065 | $571.7K | 0.06% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,084 | $575.0K | 0.09% | −53−1.7% | Reduced |
| First Dallas Securities Inc. | 3,100 | $578.2K | 0.21% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 3,100 | $578.2K | 0.02% | 00.0% | Unchanged |
| Argentarii, LLC | 3,108 | $579.8K | 0.20% | −26−0.8% | Reduced |
| Welch Group, LLC | 3,120 | $582.0K | 0.02% | +4+0.1% | Added |
| First National Bank Sioux Falls | 2,891 | $582.1K | 0.16% | −44−1.5% | Reduced |
| Tritonpoint Wealth, LLC | 3,138 | $585.3K | 0.06% | −995−24.1% | Reduced |
| Nilsine Partners, LLC | 2,931 | $590.0K | 0.05% | +106+3.8% | Added |
| Journey Strategic Wealth LLC | 3,163 | $590.1K | 0.01% | +446+16.4% | Added |
| Rexford Capital Inc | 3,196 | $596.1K | 0.43% | +253+8.6% | Added |
| WealthTrust Axiom LLC | 3,200 | $596.9K | 0.15% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,203 | $597.3K | 0.02% | +251+8.5% | Added |
| Reuter James Wealth Management, LLC | 3,225 | $601.6K | 0.09% | 00.0% | Unchanged |
| Index Technologies Group LLC | 3,230 | $602.5K | 0.66% | −82−2.5% | Reduced |