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 |
|---|---|---|---|---|---|
| Cary Street Partners Financial LLC | 9,461 | $1.76M | 0.04% | −1,381−12.7% | Reduced |
| Golden State Equity Partners | 9,471 | $1.77M | 0.13% | +2,971+45.7% | Added |
| Principal Securities, Inc. | 9,475 | $1.77M | 0.03% | +386+4.2% | Added |
| Pine Valley Investments Ltd Liability Co | 9,581 | $1.79M | 0.09% | −497−4.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,665 | $1.80M | 0.01% | −49,788−83.7% | Reduced |
| Convergence Investment Partners, LLC | 9,712 | $1.81M | 0.30% | +1,128+13.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,756 | $1.82M | 0.06% | −241−2.4% | Reduced |
| Sequoia Financial Advisors, LLC | 9,778 | $1.82M | 0.01% | +705+7.8% | Added |
| Lincluden Management Ltd | 9,817 | $1.83M | 0.20% | −702−6.7% | Reduced |
| Cullen Capital Management LLC | 9,821 | $1.83M | 0.02% | +571+6.2% | Added |
| Tema ETFs LLC | 9,823 | $1.83M | 0.12% | +49+0.5% | Added |
| LDR Capital Management LLC | 9,861 | $1.84M | 2.47% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 9,866 | $1.84M | 0.01% | +2,394+32.0% | Added |
| Mystic Asset Management, Inc. | 9,967 | $1.86M | 0.43% | −105−1.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 9,999 | $1.87M | 0.04% | +7,924+381.9% | Added |
| Sarasin & Partners LLP | 10,014 | $1.87M | 0.02% | −251−2.4% | Reduced |
| Meeder Advisory Services, Inc. | 10,017 | $1.87M | 0.08% | +460+4.8% | Added |
| Brinker Capital Investments, LLC | 10,101 | $1.88M | 0.02% | −330−3.2% | Reduced |
| Generali Asset Management SPA SGR | 10,103 | $1.88M | 0.04% | +930+10.1% | Added |
| Jeppson Wealth Management, LLC | 10,164 | $1.90M | 0.59% | −290−2.8% | Reduced |
| Diligent Investors, LLC | 10,202 | $1.90M | 0.47% | +9+0.1% | Added |
| Cascade Investment Advisors, Inc. | 10,233 | $1.91M | 1.13% | −80−0.8% | Reduced |
| Morangie Management LLC | 10,272 | $1.92M | 1.76% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 10,406 | $1.94M | 0.03% | −24−0.2% | Reduced |
| E. Ohman J:or Asset Management AB | 10,529 | $1.96M | 0.05% | −500−4.5% | Reduced |
| Howland Capital Management LLC | 10,602 | $1.98M | 0.08% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 10,700 | $2.00M | 0.21% | −500−4.5% | Reduced |
| Whittier Trust Co | 10,492 | $2.00M | 0.02% | −70,360−87.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 10,733 | $2.00M | 0.02% | +5,582+108.4% | Added |
| Arbor Capital Management Inc | 10,276 | $2.01M | 1.64% | −175−1.7% | Reduced |
| Norden Group LLC | 10,833 | $2.02M | 0.19% | −68−0.6% | Reduced |
| Quadrant Capital Group LLC | 10,882 | $2.03M | 0.06% | +239+2.2% | Added |
| Old Port Advisors | 10,942 | $2.04M | 0.47% | +1,323+13.8% | Added |
| We Are One Seven, LLC | 11,001 | $2.05M | 0.04% | +535+5.1% | Added |
| Perpetual Ltd | 11,169 | $2.08M | 0.03% | −1,894−14.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 11,177 | $2.08M | 0.07% | −44−0.4% | Reduced |
| Callan Family Office, LLC | 11,188 | $2.09M | 0.05% | −116−1.0% | Reduced |
| BCGM Wealth Management, LLC | 11,354 | $2.12M | 0.53% | +551+5.1% | Added |
| Presima Inc. | 11,492 | $2.14M | 1.20% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 11,585 | $2.16M | 0.59% | −2,859−19.8% | Reduced |
| Wellington Shields Capital Management, LLC | 11,655 | $2.17M | 0.33% | −25−0.2% | Reduced |
| Assetmark, Inc | 11,758 | $2.19M | 0.00% | −1,338−10.2% | Reduced |
| Candriam Luxembourg S.C.A. | 11,835 | $2.21M | 0.01% | +141+1.2% | Added |
| Signet Financial Management, LLC | 11,888 | $2.22M | 0.25% | −109−0.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,905 | $2.22M | 0.13% | −49−0.4% | Reduced |
| BLI - Banque de Luxembourg Investments | 12,100 | $2.22M | 0.07% | 00.0% | Unchanged |
| Saudi Central Bank | 12,050 | $2.25M | 0.05% | +12,050 | New |
| Pasadena Private Wealth, LLC | 12,063 | $2.25M | 0.31% | +21+0.2% | Added |
| M&G Plc | 12,066 | $2.26M | 0.01% | +69+0.6% | Added |
| CCM Investment Advisers LLC | 12,120 | $2.26M | 0.22% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,259 | $2.29M | 0.06% | +3,157+34.7% | Added |
| Diversify Wealth Management, LLC | 11,469 | $2.29M | 0.04% | +8,137+244.2% | Added |
| Steward Partners Investment Advisory, LLC | 12,545 | $2.34M | 0.01% | +574+4.8% | Added |
| Abn Amro Investment Solutions | 12,553 | $2.34M | 0.03% | +12,553 | New |
| Cim, LLC | 12,594 | $2.35M | 0.34% | +20.0% | Added |
| Cascade Investment Group, Inc. | 12,625 | $2.35M | 1.55% | −471−3.6% | Reduced |
| Carret Asset Management, LLC | 12,653 | $2.36M | 0.23% | −220−1.7% | Reduced |
| Tower Bridge Advisors | 12,675 | $2.36M | 0.23% | +50+0.4% | Added |
| Red Cedar Investment Management, LLC | 12,685 | $2.37M | 0.25% | −63−0.5% | Reduced |
| Plato Investment Management Ltd | 12,683 | $2.37M | 0.16% | −1,120−8.1% | Reduced |
| Merit Financial Group, LLC | 12,692 | $2.37M | 0.02% | +2,233+21.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,731 | $2.37M | 0.07% | +359+2.9% | Added |
| Woodline Partners LP | 12,733 | $2.38M | 0.01% | −42,967−77.1% | Reduced |
| Sigma Planning Corp | 12,822 | $2.39M | 0.07% | +560+4.6% | Added |
| Adell Harriman & Carpenter Inc | 12,893 | $2.40M | 0.15% | −565−4.2% | Reduced |
| Fortem Financial Group, LLC | 13,011 | $2.43M | 0.61% | +790+6.5% | Added |
| Cresset Asset Management, LLC | 13,061 | $2.44M | 0.01% | +148+1.1% | Added |
| Agf Management Ltd | 13,062 | $2.44M | 0.01% | +889+7.3% | Added |
| CAPROCK Group, Inc. | 13,127 | $2.45M | 0.06% | −3,179−19.5% | Reduced |
| Cunning Capital Partners, LP | 13,189 | $2.46M | 1.25% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 13,333 | $2.49M | 0.04% | −67−0.5% | Reduced |
| TCW Group Inc | 13,347 | $2.49M | 0.02% | +6,769+102.9% | Added |
| Capital Fund Management S.A. | 13,351 | $2.49M | 0.02% | −59,820−81.8% | Reduced |
| Kestra Private Wealth Services, LLC | 13,387 | $2.50M | 0.03% | +239+1.8% | Added |
| Hudson Canyon Capital Management | 13,421 | $2.50M | 1.53% | −74−0.5% | Reduced |
| Donoghue Forlines LLC | 13,474 | $2.51M | 0.70% | −7,325−35.2% | Reduced |
| Intech Investment Management LLC | 13,662 | $2.55M | 0.03% | −85−0.6% | Reduced |
| Foundations Investment Advisors, LLC | 13,868 | $2.59M | 0.03% | −5,787−29.4% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 13,879 | $2.59M | 0.19% | −2,589−15.7% | Reduced |
| LSV Asset Management | 13,895 | $2.59M | 0.01% | +75+0.5% | Added |
| Erste Asset Management GmbH | 14,232 | $2.60M | 0.02% | −1,400−9.0% | Reduced |
| Stamos Capital Partners, L.P. | 14,209 | $2.65M | 0.41% | −832−5.5% | Reduced |
| Guggenheim Capital LLC | 14,258 | $2.66M | 0.02% | +3,006+26.7% | Added |
| Miracle Mile Advisors, LLC | 14,283 | $2.66M | 0.04% | −115−0.8% | Reduced |
| Tocqueville Asset Management L.P. | 14,338 | $2.67M | 0.04% | −782−5.2% | Reduced |
| Inspire Trust Co, N.A. | 14,500 | $2.70M | 0.42% | −1,000−6.5% | Reduced |
| United Capital Financial Advisers, LLC | 14,532 | $2.71M | 0.02% | +574+4.1% | Added |
| XTX Topco Ltd | 14,700 | $2.74M | 0.05% | +13,518+1,143.7% | Added |
| LMR Partners LLP | 14,722 | $2.75M | 0.03% | +10,684+264.6% | Added |
| AG2R la Mondiale Gestion D'Actifs | 14,889 | $2.78M | 0.13% | +17+0.1% | Added |
| Oddo BHF Asset Management SAS | 14,894 | $2.78M | 0.11% | +688+4.8% | Added |
| U S Wealth Group, LLC. | 14,948 | $2.79M | 1.88% | −113−0.8% | Reduced |
| Financial Management Network Inc | 14,076 | $2.80M | 0.43% | −399−2.8% | Reduced |
| BDF-Gestion | 15,021 | $2.80M | 0.38% | −5,000−25.0% | Reduced |
| Slagle Financial, LLC | 15,027 | $2.80M | 0.93% | +566+3.9% | Added |
| New Mexico Educational Retirement Board | 15,095 | $2.82M | 0.09% | 00.0% | Unchanged |
| Braeburn Wealth Management LLC | 15,271 | $2.85M | 1.63% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 15,384 | $2.87M | 0.07% | +84+0.5% | Added |
| Lodestone Wealth Management LLC | 15,408 | $2.87M | 1.14% | +11+0.1% | Added |
| DoubleLine ETF Adviser LP | 15,439 | $2.88M | 1.10% | −4,818−23.8% | Reduced |