Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
No open-market purchases or sales by Simon Property Group Inc. insiders were filed in the last 90 days; 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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 37,230 | $6.94M | 0.09% | −100−0.3% | Reduced |
| GWM Advisors LLC | 36,507 | $6.81M | 0.02% | −101−0.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 36,363 | $6.78M | 0.00% | −80.0% | Reduced |
| AIA Group Ltd | 36,000 | $6.72M | 0.10% | +36,000 | New |
| Adams Diversified Equity Fund, Inc. | 35,900 | $6.70M | 0.24% | +35,900 | New |
| Norinchukin Bank, The | 35,258 | $6.58M | 0.08% | −526−1.5% | Reduced |
| MAI Capital Management | 34,884 | $6.51M | 0.04% | +255+0.7% | Added |
| Mutual of America Capital Management LLC | 34,590 | $6.45M | 0.07% | −463−1.3% | Reduced |
| Sanctuary Advisors, LLC | 34,533 | $6.44M | 0.03% | +11,209+48.1% | Added |
| Fred Alger Management, LLC | 33,081 | $6.38M | 0.03% | −23−0.1% | Reduced |
| Nordea Investment Management AB | 34,444 | $6.33M | 0.01% | +1,720+5.3% | Added |
| PEAK6 LLC | 33,904 | $6.32M | 0.18% | +33,904 | New |
| Sheets Smith Wealth Management | 33,894 | $6.32M | 0.71% | +1,027+3.1% | Added |
| Eurizon Capital SGR S.p.A. | 33,315 | $6.20M | 0.02% | −5,083−13.2% | Reduced |
| Edgar Lomax Co | 33,035 | $6.16M | 0.44% | −13,010−28.3% | Reduced |
| D.A. Davidson & Co. | 32,846 | $6.13M | 0.04% | +2,735+9.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 32,760 | $6.11M | 0.02% | +5,787+21.5% | Added |
| OP Asset Management Ltd | 32,570 | $6.08M | 0.06% | −2,540−7.2% | Reduced |
| Concurrent Investment Advisors, LLC | 32,069 | $5.98M | 0.07% | −1,409−4.2% | Reduced |
| Triasima Portfolio Management inc. | 31,393 | $5.86M | 0.89% | +31,393 | New |
| Change Path, LLC | 31,075 | $5.80M | 0.13% | +852+2.8% | Added |
| Investment Management Corp of Ontario | 31,066 | $5.79M | 0.07% | +1,200+4.0% | Added |
| Cornerstone Wealth Group, LLC | 27,730 | $5.68M | 0.37% | +260+0.9% | Added |
| Brown Advisory Inc | 30,382 | $5.67M | 0.01% | −2,301−7.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 30,376 | $5.67M | 0.69% | +465+1.6% | Added |
| Summit Trail Advisors, LLC | 30,279 | $5.65M | 0.08% | −11,695−27.9% | Reduced |
| Riverview Capital Advisers, LLC | 29,525 | $5.51M | 1.84% | −22,474−43.2% | Reduced |
| Legacy Financial Independent Advisors LLC | 29,236 | $5.45M | 2.84% | +29,236 | New |
| Wealth Enhancement Advisory Services, LLC | 30,171 | $5.44M | 0.01% | −4,063−11.9% | Reduced |
| Crossmark Global Holdings, Inc. | 29,042 | $5.42M | 0.08% | −351−1.2% | Reduced |
| Vanderbilt University | 28,903 | $5.39M | 1.02% | +420+1.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,513 | $5.32M | 0.01% | −411−1.4% | Reduced |
| Avanza Fonder AB | 28,440 | $5.30M | 0.15% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 28,237 | $5.27M | 0.37% | +5,414+23.7% | Added |
| Oppenheimer & Co Inc | 28,104 | $5.24M | 0.06% | −343−1.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 27,795 | $5.18M | 0.02% | −771−2.7% | Reduced |
| Rafferty Asset Management, LLC | 27,791 | $5.18M | 0.02% | −10,217−26.9% | Reduced |
| Truvestments Capital LLC | 27,567 | $5.14M | 0.93% | −640−2.3% | Reduced |
| Captrust Financial Advisors | 27,396 | $5.11M | 0.01% | +4,380+19.0% | Added |
| Naviter Wealth, LLC | 27,211 | $5.08M | 0.63% | +2,833+11.6% | Added |
| Hamilton Capital Partners Inc. | 27,072 | $5.05M | 0.17% | +2,502+10.2% | Added |
| Integrated Advisors Network LLC | 26,651 | $4.97M | 0.26% | +7,434+38.7% | Added |
| Bruni J V & Co | 26,475 | $4.94M | 0.52% | −961−3.5% | Reduced |
| UBS Asset Management Americas Inc | 26,350 | $4.92M | 0.00% | +21,049+397.1% | Added |
| Soltis Investment Advisors LLC | 26,335 | $4.91M | 0.32% | +1,256+5.0% | Added |
| Anson Funds Management LP | 26,100 | $4.87M | 0.64% | +26,100 | New |
| Ci Investments Inc. | 25,913 | $4.83M | 0.02% | −90−0.3% | Reduced |
| Gulf International Bank (UK) Ltd | 25,268 | $4.71M | 0.11% | +8,643+52.0% | Added |
| Private Advisor Group, LLC | 24,896 | $4.64M | 0.02% | −4,743−16.0% | Reduced |
| Federated Hermes, Inc. | 24,187 | $4.51M | 0.01% | −40,133−62.4% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 24,102 | $4.50M | 0.24% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 24,010 | $4.48M | 0.03% | 00.0% | Unchanged |
| Adviser Investments LLC | 23,818 | $4.44M | 0.05% | −807−3.3% | Reduced |
| Venture Visionary Partners LLC | 23,687 | $4.42M | 0.15% | +673+2.9% | Added |
| Brookstone Capital Management | 23,555 | $4.39M | 0.05% | −176−0.7% | Reduced |
| Vertrix Wealth Management, LLC | 23,335 | $4.35M | 1.60% | +23,335 | New |
| Fiduciary Group LLC | 23,115 | $4.31M | 0.37% | −173−0.7% | Reduced |
| Advisory Services Network, LLC | 22,932 | $4.28M | 0.06% | −1,873−7.6% | Reduced |
| Vident Advisory, LLC | 22,850 | $4.26M | 0.04% | −6,756−22.8% | Reduced |
| J. Safra Sarasin Holding AG | 22,664 | $4.22M | 0.07% | +17,238+317.7% | Added |
| Horizon Investments, LLC | 22,466 | $4.19M | 0.05% | −6,001−21.1% | Reduced |
| Edgestream Partners, L.P. | 22,429 | $4.18M | 0.14% | −21,234−48.6% | Reduced |
| CWM, LLC | 22,262 | $4.15M | 0.01% | −228−1.0% | Reduced |
| Benson Wealth Management INC | 22,093 | $4.12M | 5.64% | −516−2.3% | Reduced |
| SAM Advisors, LLC | 22,016 | $4.11M | 1.29% | +278+1.3% | Added |
| Oak Thistle LLC | 21,795 | $4.07M | 0.39% | +16,365+301.4% | Added |
| Yarbrough Capital, LLC | 21,500 | $4.01M | 0.14% | 00.0% | Unchanged |
| Burney Co | 21,432 | $4.00M | 0.12% | −3,462−13.9% | Reduced |
| Quantbot Technologies LP | 21,405 | $3.99M | 0.16% | +14,969+232.6% | Added |
| Blue Sparrow, LLC | 21,260 | $3.97M | 0.07% | +21,260 | New |
| McGinn Investment Management, Inc. | 21,212 | $3.96M | 2.59% | −1,456−6.4% | Reduced |
| Two Sigma Investments, LP | 21,102 | $3.94M | 0.00% | +21,102 | New |
| Atria Investments LLC | 20,977 | $3.91M | 0.04% | −681−3.1% | Reduced |
| Kentucky Retirement Systems | 25,621 | $3.90M | 0.29% | +5,280+26.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 20,849 | $3.89M | 0.32% | −400−1.9% | Reduced |
| Omers Administration Corp | 20,432 | $3.81M | 0.02% | +6,830+50.2% | Added |
| MidFirst Bank | 20,338 | $3.79M | 0.31% | +1,638+8.8% | Added |
| Del-Sette Capital Management, LLC | 20,225 | $3.77M | 2.26% | +1,365+7.2% | Added |
| Prospera Financial Services Inc | 20,034 | $3.74M | 0.06% | −885−4.2% | Reduced |
| Pensionfund Sabic | 20,006 | $3.73M | 4.50% | +1,300+6.9% | Added |
| Mizuho Securities USA LLC | 19,661 | $3.67M | 0.09% | −4,110−17.3% | Reduced |
| GeoWealth Management, LLC | 19,624 | $3.66M | 0.13% | −1,441−6.8% | Reduced |
| Allworth Financial LP | 19,609 | $3.66M | 0.01% | −1,214−5.8% | Reduced |
| Commerce Bank | 19,601 | $3.66M | 0.02% | −2,086−9.6% | Reduced |
| Peapack Gladstone Financial Corp | 19,600 | $3.66M | 0.05% | +1,900+10.7% | Added |
| Park Avenue Securities LLC | 19,574 | $3.65M | 0.03% | −267−1.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 19,456 | $3.63M | 0.03% | +11,818+154.7% | Added |
| DRW Securities, LLC | 19,146 | $3.57M | 0.19% | +19,146 | New |
| Equitable Holdings, Inc. | 19,213 | $3.56M | 0.02% | +1,421+8.0% | Added |
| Blair William & Co | 19,026 | $3.55M | 0.01% | +2,629+16.0% | Added |
| Fifth Third Bancorp | 18,636 | $3.48M | 0.01% | −515−2.7% | Reduced |
| Hartford Investment Management Co | 18,517 | $3.45M | 0.11% | −290−1.5% | Reduced |
| New Insight Wealth Advisors | 17,768 | $3.31M | 1.19% | −1,755−9.0% | Reduced |
| Modern Wealth Management, LLC | 17,495 | $3.29M | 0.06% | −1,590−8.3% | Reduced |
| J. Goldman & Co LP | 17,500 | $3.26M | 0.15% | +17,500 | New |
| Lido Advisors, LLC | 17,417 | $3.25M | 0.01% | +306+1.8% | Added |
| Schonfeld Strategic Advisors LLC | 17,297 | $3.23M | 0.03% | +15,880+1,120.7% | Added |
| Spirit of America Management Corp | 16,850 | $3.14M | 0.62% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 17,107 | $3.14M | 0.40% | +4,641+37.2% | Added |
| Nomura Holdings Inc | 16,753 | $3.12M | 0.03% | +800+5.0% | Added |