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 |
|---|---|---|---|---|---|
| Golden State Wealth Management, LLC | 347 | $64.7K | 0.01% | +194+126.8% | Added |
| Tompkins Financial Corp | 344 | $64.2K | 0.01% | +119+52.9% | Added |
| Eastern Bank | 341 | $63.6K | 0.00% | +91+36.4% | Added |
| Stance Capital LLC | 340 | $63.4K | 0.03% | +340 | New |
| Anchor Investment Management, LLC | 334 | $62.3K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 327 | $61.0K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 326 | $60.8K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 324 | $60.4K | 0.04% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 317 | $59.1K | 0.04% | 00.0% | Unchanged |
| Financial Freedom, LLC | 316 | $59.0K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 319 | $58.9K | 0.01% | +3+0.9% | Added |
| Delta Asset Management LLC | 310 | $57.8K | 0.01% | −5−1.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 310 | $57.8K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 307 | $57.3K | 0.05% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 302 | $56.3K | 0.04% | +10+3.4% | Added |
| Old Point Trust & Financial Services N A | 300 | $56.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 300 | $56.0K | 0.01% | +43+16.7% | Added |
| Blume Capital Management, Inc. | 270 | $50.4K | 0.01% | +270 | New |
| True Link Financial Advisors, LLC | 270 | $50.4K | 0.00% | +270 | New |
| Trust Co | 268 | $50.0K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 266 | $49.6K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 259 | $48.3K | 0.00% | +9+3.6% | Added |
| Essential Partners LLC | 257 | $48.0K | 0.02% | −624−70.8% | Reduced |
| Innovative Asset Advisors Group, LLC | 251 | $46.8K | 0.03% | +251 | New |
| Wall Street Financial Group, Inc. | 243 | $45.3K | 0.03% | +243 | New |
| Bell Investment Advisors, Inc | 238 | $44.4K | 0.01% | −32−11.9% | Reduced |
| AdvisorNet Financial, Inc | 230 | $42.8K | 0.00% | −2−0.9% | Reduced |
| Key Capital Management, INC | 228 | $42.5K | 0.03% | −134−37.0% | Reduced |
| DT Investment Partners, LLC | 228 | $42.5K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 227 | $42.3K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 227 | $42.0K | 0.01% | +17+8.1% | Added |
| SHP Wealth Management | 222 | $41.3K | 0.00% | +39+21.3% | Added |
| Aventura Private Wealth, LLC | 213 | $39.7K | 0.01% | −100−31.9% | Reduced |
| Salomon & Ludwin, LLC | 210 | $39.6K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 210 | $39.2K | 0.02% | +139+195.8% | Added |
| Bayforest Capital Ltd | 205 | $38.2K | 0.04% | −157−43.4% | Reduced |
| Wilkerson Advisory Group LLC | 203 | $37.9K | 0.01% | +45+28.5% | Added |
| Trask Adam Roland | 200 | $37.3K | 0.04% | +200 | New |
| Bruce G. Allen Investments, LLC | 193 | $36.0K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 193 | $36.0K | 0.00% | +160+484.8% | Added |
| GW&K Investment Management, LLC | 186 | $35.0K | 0.00% | +7+3.9% | Added |
| New England Capital Financial Advisors LLC | 184 | $34.3K | 0.01% | +2+1.1% | Added |
| RWM Asset Management, LLC | 177 | $33.0K | 0.00% | +177 | New |
| Keating Financial Advisory Services, Inc. | 176 | $32.8K | 0.01% | +60+51.7% | Added |
| Dogwood Wealth Management LLC | 171 | $31.9K | 0.01% | +41+31.5% | Added |
| Atwood & Palmer Inc | 163 | $30.4K | 0.00% | +8+5.2% | Added |
| Flagship Wealth Advisors, LLC | 184 | $29.6K | 0.01% | 00.0% | Unchanged |
| Capital Advisor Network LLC | 158 | $29.5K | 0.04% | +158 | New |
| Trust Co of Toledo NA | 155 | $28.9K | 0.00% | +2+1.3% | Added |
| Arlington Trust Co LLC | 154 | $28.7K | 0.00% | +154 | New |
| Cornerstone Planning Group LLC | 139 | $28.1K | 0.00% | +16+13.0% | Added |
| Boyd Watterson Asset Management LLC | 150 | $28.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 146 | $27.2K | 0.00% | −105−41.8% | Reduced |
| True Wealth Design, LLC | 143 | $26.7K | 0.01% | +9+6.7% | Added |
| WPG Advisers, LLC | 129 | $24.1K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 128 | $23.8K | 0.01% | +6+4.9% | Added |
| Hughes Financial Services, LLC | 126 | $23.5K | 0.00% | +6+5.0% | Added |
| Napier Financial, LLC | 126 | $23.5K | 0.01% | +126 | New |
| Wealth Enhancement Trust Services, Inc. | 125 | $23.3K | 0.00% | −240−65.8% | Reduced |
| Kemnay Advisory Services Inc. | 125 | $23.3K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 121 | $22.6K | 0.01% | +3+2.5% | Added |
| Duncker Streett & Co Inc | 117 | $21.8K | 0.00% | −6−4.9% | Reduced |
| Park Place Capital Corp | 114 | $21.3K | 0.00% | −6−5.0% | Reduced |
| Swiss Re Ltd | 109 | $20.3K | 0.12% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 109 | $20.3K | 0.01% | −10−8.4% | Reduced |
| Kingdom Financial Group LLC. | 109 | $20.3K | 0.01% | +108+10,800.0% | Added |
| Ares Financial Consulting, LLC | 107 | $20.1K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 109 | $20.0K | 0.00% | +12+12.4% | Added |
| Westside Investment Management, Inc. | 102 | $19.2K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 102 | $19.0K | 0.02% | −27−20.9% | Reduced |
| McMillan Office, Inc. | 102 | $19.0K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 101 | $18.9K | 0.00% | +101 | New |
| High Note Wealth, LLC | 101 | $18.8K | 0.00% | +12+13.5% | Added |
| Webster Bank, N. A. | 100 | $18.7K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $18.7K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 100 | $18.7K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 100 | $18.7K | 0.00% | 00.0% | Unchanged |
| Bayban | 100 | $18.7K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 99 | $18.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 96 | $17.9K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 92 | $17.2K | 0.00% | +92 | New |
| Synergy Investment Management, LLC | 92 | $17.2K | 0.01% | +92 | New |
| Osbon Capital Management LLC | 91 | $17.0K | 0.01% | +20+28.2% | Added |
| Westend Capital Management, LLC | 88 | $16.4K | 0.00% | −431−83.0% | Reduced |
| UMA Financial Services, Inc. | 87 | $16.2K | 0.00% | +6+7.4% | Added |
| Covestor Ltd | 85 | $16.0K | 0.01% | −62−42.2% | Reduced |
| Pinnacle Bancorp, Inc. | 80 | $14.9K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 80 | $14.9K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 80 | $14.9K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 78 | $14.5K | 0.01% | −2−2.5% | Reduced |
| Highline Wealth Partners LLC | 77 | $14.3K | 0.00% | +44+133.3% | Added |
| Center for Financial Planning, Inc. | 76 | $14.2K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 76 | $14.2K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 74 | $13.8K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 73 | $13.7K | 0.00% | −19−20.7% | Reduced |
| Atlas Capital Advisors LLC | 73 | $13.6K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 71 | $13.3K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 69 | $12.9K | 0.00% | −5−6.8% | Reduced |
| West Branch Capital LLC | 69 | $12.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 69 | $12.9K | 0.00% | 00.0% | Unchanged |