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 |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | 3,230 | $602.5K | 0.01% | +128+4.1% | Added |
| Banque Cantonale Vaudoise | 3,270 | $610.0K | 0.02% | +3,270 | New |
| HBK Sorce Advisory LLC | 3,028 | $611.9K | 0.01% | +150+5.2% | Added |
| Monument Capital Management | 3,306 | $616.7K | 0.15% | −19−0.6% | Reduced |
| TD Private Client Wealth LLC | 3,315 | $618.3K | 0.01% | +335+11.2% | Added |
| Joel Isaacson & Co., LLC | 3,316 | $618.5K | 0.02% | −702−17.5% | Reduced |
| Ameritas Investment Partners, Inc. | 3,322 | $619.7K | 0.02% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,346 | $624.1K | 0.03% | +1,158+52.9% | Added |
| Triad Wealth Partners, LLC | 3,353 | $625.5K | 0.05% | +193+6.1% | Added |
| JDM Financial Group LLC | 3,361 | $626.9K | 0.24% | +11+0.3% | Added |
| Adams Wealth Management | 3,371 | $628.8K | 0.14% | +505+17.6% | Added |
| Yoffe Investment Management, LLC | 3,383 | $631.0K | 0.81% | 00.0% | Unchanged |
| Aspiriant, LLC | 3,392 | $632.7K | 0.02% | −1,988−37.0% | Reduced |
| Profund Advisors LLC | 3,402 | $634.6K | 0.02% | −1,216−26.3% | Reduced |
| United Advisor Group, LLC | 3,406 | $635.3K | 0.08% | +18+0.5% | Added |
| Bridgewater Associates, LP | 3,424 | $638.7K | 0.00% | +2,102+159.0% | Added |
| Western Financial Corp | 3,448 | $643.2K | 0.25% | +699+25.4% | Added |
| PCM Encore, LLC | 3,477 | $648.7K | 0.13% | +63+1.8% | Added |
| Great Valley Advisor Group, Inc. | 3,496 | $652.4K | 0.01% | +1,136+48.1% | Added |
| Mather Group, LLC. | 3,506 | $653.9K | 0.01% | +151+4.5% | Added |
| MQS Management LLC | 3,509 | $654.5K | 0.44% | +3,509 | New |
| Schulhoff & Co Inc | 3,531 | $658.6K | 0.27% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 3,585 | $668.7K | 0.25% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,590 | $669.6K | 0.02% | +3,590 | New |
| Rothschild Investment LLC | 3,602 | $671.9K | 0.04% | −22−0.6% | Reduced |
| Sunbelt Securities, Inc. | 3,603 | $672.1K | 0.04% | −5−0.1% | Reduced |
| Bearing Point Capital, LLC | 3,622 | $675.6K | 0.11% | +50+1.4% | Added |
| Bernicke Wealth Management, Ltd. | 3,664 | $683.4K | 0.09% | −160−4.2% | Reduced |
| Pallas Capital Advisors LLC | 3,674 | $685.2K | 0.03% | +44+1.2% | Added |
| Spire Wealth Management | 3,694 | $689.1K | 0.02% | −3,125−45.8% | Reduced |
| RS Crum Inc. | 3,726 | $695.0K | 0.13% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 3,729 | $695.6K | 0.01% | +425+12.9% | Added |
| Tobias Financial Advisors, Inc. | 3,781 | $705.2K | 0.10% | −23−0.6% | Reduced |
| L2 Asset Management, LLC | 3,810 | $710.8K | 0.07% | −578−13.2% | Reduced |
| GKV Capital Management Co., Inc. | 3,820 | $712.5K | 0.27% | −100−2.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,829 | $714.2K | 0.05% | +115+3.1% | Added |
| Purkiss Capital Advisors LLC | 3,855 | $719.1K | 0.32% | +390+11.3% | Added |
| Shelton Capital Management | 3,862 | $720.4K | 0.02% | −1,000−20.6% | Reduced |
| IHT Wealth Management, LLC | 3,878 | $723.4K | 0.02% | +191+5.2% | Added |
| Alteri Wealth LLC | 3,881 | $724.0K | 0.23% | +20+0.5% | Added |
| Strategic Blueprint, LLC | 3,882 | $724.1K | 0.04% | +615+18.8% | Added |
| GWN Securities Inc. | 3,891 | $725.9K | 0.14% | +180+4.9% | Added |
| Exencial Wealth Advisors, LLC | 3,918 | $730.9K | 0.02% | +3,918 | New |
| Inspire Advisors, LLC | 3,924 | $732.0K | 0.06% | +124+3.3% | Added |
| SkyView Investment Advisors, LLC | 3,948 | $737.0K | 0.10% | −38−1.0% | Reduced |
| Beacon Investment Advisors LLC | 3,960 | $738.6K | 0.28% | +22+0.6% | Added |
| Premier Path Wealth Partners, LLC | 3,960 | $738.7K | 0.10% | +517+15.0% | Added |
| Summit Global Investments | 3,975 | $741.0K | 0.04% | −12,065−75.2% | Reduced |
| Manske Wealth Management | 3,985 | $743.4K | 0.21% | −17−0.4% | Reduced |
| Advisors Capital Management, LLC | 4,025 | $750.8K | 0.01% | −51,773−92.8% | Reduced |
| AE Wealth Management LLC | 4,030 | $751.7K | 0.00% | +473+13.3% | Added |
| Brighton Jones LLC | 4,033 | $752.2K | 0.02% | +4,033 | New |
| CFM Wealth Partners LLC | 4,060 | $757.4K | 0.11% | −90−2.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,120 | $768.5K | 0.04% | −187−4.3% | Reduced |
| Warren Averett Asset Management, LLC | 4,123 | $769.1K | 0.01% | +956+30.2% | Added |
| Ninety One UK Ltd | 4,150 | $774.1K | 0.00% | +4,150 | New |
| Michels Family Financial, LLC | 4,174 | $778.6K | 0.56% | −74−1.7% | Reduced |
| Two Sigma Securities, LLC | 4,183 | $780.3K | 0.09% | +4,183 | New |
| Prestige Wealth Management Group LLC | 4,207 | $784.7K | 0.15% | +4,180+15,481.5% | Added |
| Sumitomo Life Insurance Co | 4,227 | $788.5K | 0.02% | +112+2.7% | Added |
| Sagespring Wealth Partners, LLC | 4,288 | $799.8K | 0.01% | +333+8.4% | Added |
| Investors Research Corp | 4,290 | $800.2K | 0.15% | −1,289−23.1% | Reduced |
| Gateway Investment Advisers LLC | 4,307 | $803.3K | 0.01% | +1,982+85.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 4,311 | $804.2K | 0.00% | −3,751−46.5% | Reduced |
| Strathmore Capital Advisors, Inc. | 3,998 | $804.2K | 0.23% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 4,313 | $804.5K | 0.06% | +19+0.4% | Added |
| Monetary Management Group Inc | 4,325 | $806.7K | 0.19% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 4,017 | $809.9K | 0.52% | −68−1.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,421 | $824.6K | 0.09% | −99−2.2% | Reduced |
| Gilman Hill Asset Management, LLC | 4,447 | $829.5K | 0.13% | −590−11.7% | Reduced |
| Belpointe Asset Management LLC | 4,447 | $829.6K | 0.03% | −274−5.8% | Reduced |
| Wright Investors Service Inc | 4,450 | $830.1K | 0.26% | +4,450 | New |
| Sargent Investment Group, LLC | 4,511 | $841.4K | 0.11% | +513+12.8% | Added |
| Savvy Advisors, Inc. | 4,539 | $846.6K | 0.02% | +1,721+61.1% | Added |
| Frec Markets, Inc. | 4,573 | $853.0K | 0.15% | +2,933+178.8% | Added |
| Harrell Investment Partners, LLC | 4,586 | $855.4K | 0.20% | +4,586 | New |
| Chesley Taft & Associates LLC | 4,590 | $856.2K | 0.04% | +4,590 | New |
| Meiji Yasuda Asset Management Co Ltd. | 4,591 | $856.4K | 0.04% | −229−4.8% | Reduced |
| Regal Investment Advisors LLC | 4,611 | $860.0K | 0.05% | −98−2.1% | Reduced |
| Veridan Wealth LLC | 4,618 | $861.4K | 0.33% | +55+1.2% | Added |
| Applied Finance Capital Management, LLC | 4,668 | $870.7K | 0.07% | −113−2.4% | Reduced |
| Checchi Capital Advisers, LLC | 4,690 | $874.8K | 0.06% | +261+5.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,692 | $875.2K | 0.06% | +202+4.5% | Added |
| Bradley Foster & Sargent Inc | 4,707 | $878.0K | 0.01% | +114+2.5% | Added |
| CacheTech Inc. | 4,720 | $880.4K | 0.17% | +565+13.6% | Added |
| Harvest Portfolios Group Inc. | 4,730 | $882.3K | 0.01% | −2,560−35.1% | Reduced |
| TBH Global Asset Management, LLC | 4,787 | $893.0K | 0.18% | −17−0.4% | Reduced |
| MSH Capital Advisors LLC | 4,789 | $893.3K | 0.19% | +34+0.7% | Added |
| Clough Capital Partners L P | 4,800 | $895.3K | 0.09% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,816 | $904.3K | 0.00% | +1,867+63.3% | Added |
| Smartleaf Asset Management LLC | 4,974 | $907.1K | 0.03% | +678+15.8% | Added |
| Ballentine Partners, LLC | 4,926 | $919.0K | 0.01% | +111+2.3% | Added |
| GF Fund Management Co. Ltd. | 4,935 | $920.5K | 0.02% | −474−8.8% | Reduced |
| VestGen Advisors, LLC | 4,492 | $923.9K | 0.03% | +396+9.7% | Added |
| Pensionmark Financial Group, LLC | 4,979 | $928.7K | 0.01% | +4+0.1% | Added |
| Oppenheimer Asset Management Inc. | 4,991 | $931.0K | 0.01% | −78−1.5% | Reduced |
| American Assets Inc | 5,000 | $932.6K | 0.31% | 00.0% | Unchanged |
| Ellevest, Inc. | 5,056 | $943.2K | 0.13% | +256+5.3% | Added |
| TrueWealth Advisors, LLC | 5,060 | $943.8K | 0.24% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 5,087 | $949.0K | 0.14% | 00.0% | Unchanged |