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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.

Institutional holdersQ1 2026: 1,312 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ1 2026: $54.6B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$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.

Institutions holding SPG in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Heartland Bank & Trust Co1,566$292.1K0.07%+40+2.6%Added
Cornerstone Wealth Management, LLC1,559$290.7K0.01%+4+0.3%Added
Miller Global Investments, LLC1,542$287.6K0.26%+63+4.3%Added
Private Trust Co NA1,538$286.9K0.03%+18+1.2%Added
NBC Securities, Inc.1,533$285.9K0.02%−191−11.1%Reduced
Synergy Financial Group, LTD1,529$285.2K0.21%+1,529New
Csenge Advisory Group1,525$284.5K0.01%+42+2.8%Added
Jacobi Capital Management LLC1,525$284.4K0.02%+1+0.1%Added
Augustine Asset Management Inc1,504$280.5K0.06%−79−5.0%Reduced
New Republic Capital, LLC1,502$280.2K0.09%−221−12.8%Reduced
Lavaca Capital LLC1,500$279.8K0.05%00.0%Unchanged
Cladis Investment Advisory, LLC1,500$279.8K0.15%00.0%Unchanged
Meridian Wealth Management, LLC1,497$279.6K0.01%−189−11.2%Reduced
Alta Wealth Advisors LLC1,497$279.2K0.09%+32+2.2%Added
Conning Inc.1,494$278.7K0.01%−239−13.8%Reduced
Howard Capital Management Group, LLC1,490$277.9K0.02%00.0%Unchanged
Simon Quick Advisors, LLC1,487$277.4K0.01%+1,487New
Promethium Advisors,llc1,484$276.8K0.14%−760−33.9%Reduced
Ostrum Asset Management1,483$276.6K0.02%+986+198.4%Added
Schwarz Dygos Wheeler Investment Advisors LLC1,468$273.8K0.06%00.0%Unchanged
Murphy Pohlad Asset Management LLC1,466$273.5K0.10%00.0%Unchanged
Alliance Wealth Advisors, LLC1,462$272.7K0.06%−212−12.7%Reduced
Massmutual Trust Co FSB1,462$272.7K0.01%−120−7.6%Reduced
Washington Trust Co1,454$271.2K0.01%00.0%Unchanged
MRP Capital Investments, LLC1,450$270.5K0.24%00.0%Unchanged
State of Wyoming1,446$269.7K0.03%+1,015+235.5%Added
Providence First Trust Co1,444$269.3K0.09%+347+31.6%Added
Harbour Investments, Inc.1,441$268.9K0.00%+891+162.0%Added
Calamos Wealth Management LLC1,439$268.4K0.01%+25+1.8%Added
Calamos Advisors LLC1,439$268.4K0.00%+1,439New
111 Capital1,429$266.6K0.07%+1,429New
EJMK Ventures LLC1,418$264.4K0.15%−407−22.3%Reduced
Barry Investment Advisors, LLC1,417$264.4K0.06%00.0%Unchanged
Purus Wealth Management, LLC1,415$264.0K0.08%+1,415New
Parkside Financial Bank & Trust1,396$260.4K0.02%+9+0.6%Added
Sagewood Asset Management LP1,392$259.6K0.08%+1,392New
Vicus Capital1,390$259.2K0.02%+5+0.4%Added
Smithfield Trust Co1,382$258.0K0.01%00.0%Unchanged
Silvercrest Asset Management Group LLC1,382$257.8K0.00%−262−15.9%Reduced
Lafayette Investments, Inc.1,375$256.5K0.05%−350−20.3%Reduced
Cidel Asset Management Inc1,370$255.6K0.01%+201+17.2%Added
Xxi Wealth, LLC1,368$255.2K0.14%−15−1.1%Reduced
Ronald Blue Trust, Inc.1,367$255.0K0.00%+48+3.6%Added
Salem Investment Counselors Inc1,367$255.0K0.01%00.0%Unchanged
4WEALTH Advisors, Inc.1,398$254.9K0.22%−635−31.2%Reduced
LMG Wealth Partners, LLC1,366$254.8K0.05%00.0%Unchanged
Canopy Partners, LLC1,364$254.4K0.09%+128+10.4%Added
Hantz Financial Services, Inc.1,361$254.0K0.00%+350+34.6%Added
Patton Fund Management, Inc.1,355$252.7K0.04%+126+10.3%Added
Great Lakes Advisors, LLC1,353$252.4K0.00%+11+0.8%Added
Silver Lake Group, L.L.C.1,350$251.8K0.01%00.0%Unchanged
Proficio Capital Partners LLC1,347$251.3K0.01%+6+0.4%Added
Versant Capital Management, Inc1,346$251.1K0.02%+276+25.8%Added
Armis Advisers, LLC1,250$250.8K0.02%−103−7.6%Reduced
Moors & Cabot, Inc.1,339$249.8K0.01%−9−0.7%Reduced
Catalyst Funds Management Pty Ltd1,338$249.6K0.04%+1,338New
Ameritas Advisory Services, LLC1,338$249.5K0.01%−1,115−45.5%Reduced
NorthCrest Asset Manangement, LLC1,321$249.2K0.01%−471−26.3%Reduced
NorthRock Partners, LLC1,317$245.8K0.00%−355−21.2%Reduced
Koshinski Asset Management, Inc.1,313$244.9K0.02%+4+0.3%Added
MASTERINVEST Kapitalanlage GmbH1,310$244.4K0.03%00.0%Unchanged
Leo Wealth, LLC1,309$244.1K0.02%−22−1.7%Reduced
BW Gestao de Investimentos Ltda.1,304$243.2K0.01%+1,304New
SmartHarvest Portfolios, LLC1,303$243.1K0.10%−512−28.2%Reduced
Essex Savings Bank1,303$243.0K0.05%−103−7.3%Reduced
Baker Avenue Asset Management, LP1,297$241.9K0.01%−30−2.3%Reduced
Ausdal Financial Partners, Inc.1,296$241.8K0.01%+7+0.5%Added
Sittner & Nelson, LLC1,294$241.4K0.09%00.0%Unchanged
Alta Advisers Ltd1,285$239.7K0.09%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,285$239.7K0.00%−50−3.7%Reduced
StoneX Group Inc.1,278$238.5K0.01%−251−16.4%Reduced
Phoenix Holdings Ltd.1,278$238.2K0.00%−1,514−54.2%Reduced
Activest Wealth Management1,260$235.0K0.04%+313+33.1%Added
SlateStone Wealth, LLC1,259$235.0K0.02%−194−13.4%Reduced
EPG Wealth Management LLC1,254$233.9K0.06%00.0%Unchanged
Cambient Family Office, LLC1,241$231.5K0.03%+1,241New
Cornerstone Advisory, LLC1,239$231.1K0.02%+13+1.1%Added
Ridgewood Investments LLC1,238$230.9K0.09%+1,238New
Kathmere Capital Management, LLC1,237$230.7K0.01%+30+2.5%Added
Laurel Oak Wealth Management, LLC1,236$230.6K0.04%+17+1.4%Added
Basecamp Wealth Advisors LLC1,236$230.5K0.05%+3+0.2%Added
Abel Hall, LLC1,231$229.6K0.05%+1,231New
E Fund Management Co., Ltd.1,227$228.9K0.01%+1,227New
Home Federal Bank of Tennessee1,225$228.5K0.06%+1,225New
Wealthspire Advisors, LLC1,224$228.3K0.00%−987−44.6%Reduced
Visionary Wealth Advisors1,208$225.3K0.01%+6+0.5%Added
MCF Advisors LLC1,206$225.0K0.01%+1,128+1,446.2%Added
Morningstar Investment Management LLC1,205$224.8K0.01%00.0%Unchanged
Central Trust Co1,203$224.4K0.00%−2−0.2%Reduced
Eurizon SLJ Capital Ltd1,202$224.2K0.11%+311+34.9%Added
DV Trading LLC1,200$223.8K0.02%+1,200New
Chancellor Financial Group WB LP1,198$223.5K0.16%−12−1.0%Reduced
Bullock Wealth Management Group1,187$223.3K0.11%+11+0.9%Added
Hilton Head Capital Partners, LLC1,196$223.1K0.13%+8+0.7%Added
GW Henssler & Associates Ltd1,193$222.5K0.01%+3+0.3%Added
Hilltop National Bank1,193$222.5K0.05%00.0%Unchanged
Flputnam Investment Management Co1,183$220.7K0.00%−36−3.0%Reduced
Black Diamond Financial, LLC1,175$219.2K0.02%+4+0.3%Added
Osmosis Investment Management UK Ltd1,174$219.0K0.01%−33,044−96.6%Reduced
Haverford Trust Co1,171$218.4K0.00%00.0%Unchanged