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 |
|---|---|---|---|---|---|
| Perbak Capital Partners LLP | 5,187 | $967.5K | 0.24% | +3,954+320.7% | Added |
| Fifth Third Wealth Advisors LLC | 5,207 | $971.3K | 0.03% | +1,269+32.2% | Added |
| Genesee Capital Advisors, LLC | 5,255 | $980.3K | 0.41% | −463−8.1% | Reduced |
| Custom Index Systems, LLC | 5,292 | $987.1K | 0.43% | −134−2.5% | Reduced |
| Atomi Financial Group, Inc. | 5,350 | $997.9K | 0.03% | +255+5.0% | Added |
| Meadowbrook Wealth Management, LLC | 5,350 | $997.9K | 1.32% | 00.0% | Unchanged |
| Wedbush Securities Inc | 5,372 | $1.00M | 0.03% | +55+1.0% | Added |
| Parallel Advisors, LLC | 5,431 | $1.01M | 0.02% | +440+8.8% | Added |
| Dorsey Wright & Associates | 5,478 | $1.02M | 0.13% | +5,478 | New |
| GTS Securities LLC | 5,488 | $1.02M | 0.04% | +2,201+67.0% | Added |
| Indivisible Partners | 5,556 | $1.04M | 0.09% | +5,556 | New |
| RiverFront Investment Group, LLC | 5,640 | $1.05M | 0.02% | +732+14.9% | Added |
| Gabelli Funds LLC | 5,650 | $1.05M | 0.01% | −1,100−16.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $1.06M | 0.01% | 00.0% | Unchanged |
| White Pine Capital LLC | 5,689 | $1.06M | 0.29% | +1,632+40.2% | Added |
| Nwam LLC | 5,695 | $1.06M | 0.06% | +1,264+28.5% | Added |
| Independent Financial Group, LLC | 5,716 | $1.07M | 0.02% | +59+1.0% | Added |
| Marshall Financial Group LLC | 5,755 | $1.07M | 0.17% | +7+0.1% | Added |
| HBK Investments L P | 5,778 | $1.08M | 0.01% | +5,778 | New |
| Adams Asset Advisors, LLC | 5,789 | $1.08M | 0.12% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,884 | $1.10M | 0.02% | +21+0.4% | Added |
| Retirement Planning Co of New England, Inc. | 5,888 | $1.10M | 0.45% | +24+0.4% | Added |
| Resources Investment Advisors, LLC. | 5,918 | $1.10M | 0.01% | +20.0% | Added |
| Snowden Capital Advisors LLC | 5,937 | $1.11M | 0.03% | +949+19.0% | Added |
| Wealth Preservation Advisors, LLC | 6,002 | $1.12M | 0.93% | −2,000−25.0% | Reduced |
| KG&L Capital Management,LLC | 6,561 | $1.14M | 0.82% | −1,211−15.6% | Reduced |
| Secured Retirement Advisors, LLC | 6,122 | $1.14M | 0.65% | −151−2.4% | Reduced |
| Everhart Financial Group, Inc. | 6,132 | $1.14M | 0.10% | +789+14.8% | Added |
| Davenport & Co LLC | 6,153 | $1.15M | 0.01% | +1,255+25.6% | Added |
| Jump Financial, LLC | 6,158 | $1.15M | 0.02% | +4,198+214.2% | Added |
| Solidarilty Wealth, LLC | 6,210 | $1.16M | 0.22% | −6−0.1% | Reduced |
| Bramshill Investments, LLC | 6,222 | $1.16M | 0.10% | +3,822+159.3% | Added |
| Mark Asset Management LP | 6,253 | $1.17M | 0.15% | −1,895−23.3% | Reduced |
| Brown Brothers Harriman & Co | 6,271 | $1.17M | 0.01% | +2,741+77.6% | Added |
| Marino, Stram & Associates LLC | 6,337 | $1.18M | 0.21% | +7+0.1% | Added |
| First Pacific Financial | 6,358 | $1.19M | 0.15% | +1,219+23.7% | Added |
| Renaissance Group LLC | 6,426 | $1.20M | 0.05% | −479−6.9% | Reduced |
| one8zero8, LLC | 6,472 | $1.21M | 0.27% | −470−6.8% | Reduced |
| Signaturefd, LLC | 6,521 | $1.22M | 0.02% | +395+6.4% | Added |
| Sun Life Financial INC | 6,535 | $1.22M | 0.07% | +1,057+19.3% | Added |
| Boothbay Fund Management, LLC | 6,538 | $1.22M | 0.03% | +2,694+70.1% | Added |
| Savant Capital, LLC | 6,567 | $1.22M | 0.01% | +1,969+42.8% | Added |
| Wellington Shields & Co., LLC | 6,624 | $1.24M | 0.31% | −1,195−15.3% | Reduced |
| Novem Group | 6,631 | $1.24M | 0.14% | +222+3.5% | Added |
| Walleye Trading LLC | 6,649 | $1.24M | 0.03% | +6,649 | New |
| Knollwood Investment Advisory, LLC | 6,650 | $1.24M | 0.13% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 6,704 | $1.25M | 0.12% | −297−4.2% | Reduced |
| NewEdge Wealth, LLC | 6,726 | $1.25M | 0.01% | −4,540−40.3% | Reduced |
| Chilton Capital Management LLC | 6,750 | $1.26M | 0.04% | +2,323+52.5% | Added |
| Benjamin Edwards Inc | 6,862 | $1.28M | 0.01% | +264+4.0% | Added |
| Arkadios Wealth Advisors | 6,908 | $1.29M | 0.02% | +23+0.3% | Added |
| Cypress Capital Group | 7,012 | $1.31M | 0.15% | −5−0.1% | Reduced |
| Balyasny Asset Management LLC | 7,015 | $1.31M | 0.00% | +2,129+43.6% | Added |
| Portside Wealth Group, LLC | 7,106 | $1.33M | 0.18% | +170+2.5% | Added |
| Valeo Financial Advisors, LLC | 7,144 | $1.33M | 0.03% | −1,252−14.9% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 7,150 | $1.33M | 0.28% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,178 | $1.34M | 0.03% | +1,315+22.4% | Added |
| Chesapeake Asset Management LLC | 7,200 | $1.34M | 1.08% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 7,223 | $1.35M | 0.00% | +254+3.6% | Added |
| Unifi Asset Management LP | 7,247 | $1.35M | 0.77% | +7,247 | New |
| Qtron Investments LLC | 7,270 | $1.36M | 0.18% | 00.0% | Unchanged |
| Keybank National Association | 7,273 | $1.36M | 0.00% | −401−5.2% | Reduced |
| Everence Capital Management Inc | 7,319 | $1.36M | 0.08% | 00.0% | Unchanged |
| Capital International Sarl | 7,431 | $1.39M | 0.02% | +1,783+31.6% | Added |
| Chung Wu Investment Group, LLC | 7,450 | $1.39M | 1.20% | −100−1.3% | Reduced |
| Pinnacle Associates Ltd | 7,472 | $1.39M | 0.02% | +480+6.9% | Added |
| Vise Technologies, Inc. | 7,532 | $1.39M | 0.03% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 7,499 | $1.40M | 0.09% | −30.0% | Reduced |
| Advisors Asset Management, Inc. | 7,553 | $1.41M | 0.02% | −6,060−44.5% | Reduced |
| Wedmont Private Capital | 7,281 | $1.41M | 0.05% | −108−1.5% | Reduced |
| Skopos Labs, Inc. | 7,621 | $1.42M | 0.04% | +3,182+71.7% | Added |
| Legacy Wealth Asset Management, LLC | 7,701 | $1.44M | 0.35% | −334−4.2% | Reduced |
| Bedel Financial Consulting, Inc. | 7,718 | $1.44M | 0.17% | −157−2.0% | Reduced |
| Perigon Wealth Management, LLC | 7,957 | $1.48M | 0.03% | −13−0.2% | Reduced |
| GAMMA Investing LLC | 8,020 | $1.50M | 0.07% | +859+12.0% | Added |
| Emergent Wealth Advisors, LLC | 8,110 | $1.51M | 0.89% | +163+2.1% | Added |
| Vontobel Holding Ltd. | 8,117 | $1.51M | 0.01% | +2,547+45.7% | Added |
| HB Wealth Management, LLC | 8,229 | $1.54M | 0.01% | +622+8.2% | Added |
| Cascade Financial Partners, LLC | 8,277 | $1.54M | 0.16% | +500+6.4% | Added |
| Affinity Investment Advisors, LLC | 8,288 | $1.55M | 0.97% | +154+1.9% | Added |
| Family Management Corp | 8,395 | $1.57M | 0.19% | +8,395 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 8,526 | $1.59M | 0.11% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 8,550 | $1.59M | 0.03% | +266+3.2% | Added |
| InTrack Investment Management Inc | 8,571 | $1.60M | 0.91% | −92−1.1% | Reduced |
| Coldstream Capital Management Inc | 8,573 | $1.60M | 0.02% | +1,197+16.2% | Added |
| Squarepoint Ops LLC | 8,645 | $1.61M | 0.00% | −55−0.6% | Reduced |
| Richard Bernstein Advisors LLC | 8,759 | $1.63M | 0.05% | +8,759 | New |
| Siemens Fonds Invest GmbH | 8,771 | $1.64M | 0.09% | +88+1.0% | Added |
| Securian Asset Management, Inc | 8,777 | $1.64M | 0.06% | −100−1.1% | Reduced |
| Commerzbank Aktiengesellschaft | 8,841 | $1.65M | 0.03% | +1,671+23.3% | Added |
| Jefferies Financial Group Inc. | 8,898 | $1.66M | 0.02% | +3,219+56.7% | Added |
| MUFG Securities Americas Inc. | 8,999 | $1.68M | 0.11% | +204+2.3% | Added |
| Stevens Capital Management LP | 9,004 | $1.68M | 0.26% | −545−5.7% | Reduced |
| Syon Capital LLC | 9,035 | $1.69M | 0.08% | +815+9.9% | Added |
| Sowell Financial Services LLC | 9,221 | $1.72M | 0.06% | −1,036−10.1% | Reduced |
| Farther Finance Advisors, LLC | 9,226 | $1.74M | 0.02% | +3,349+57.0% | Added |
| Moran Wealth Management, LLC | 9,321 | $1.74M | 0.05% | −3,853−29.2% | Reduced |
| Greenleaf Trust | 9,344 | $1.74M | 0.02% | +464+5.2% | Added |
| North Dakota State Investment Board | 9,385 | $1.75M | 0.08% | −1,724−15.5% | Reduced |
| Raiffeisen Bank International AG | 9,610 | $1.75M | 0.03% | +3,742+63.8% | Added |