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 |
|---|---|---|---|---|---|
| LDR Capital Management LLC | 9,861 | $1.84M | 2.47% | 00.0% | Unchanged |
| Tema ETFs LLC | 9,823 | $1.83M | 0.12% | +49+0.5% | Added |
| Cullen Capital Management LLC | 9,821 | $1.83M | 0.02% | +571+6.2% | Added |
| Lincluden Management Ltd | 9,817 | $1.83M | 0.20% | −702−6.7% | Reduced |
| Sequoia Financial Advisors, LLC | 9,778 | $1.82M | 0.01% | +705+7.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,756 | $1.82M | 0.06% | −241−2.4% | Reduced |
| Convergence Investment Partners, LLC | 9,712 | $1.81M | 0.30% | +1,128+13.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,665 | $1.80M | 0.01% | −49,788−83.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 9,581 | $1.79M | 0.09% | −497−4.9% | Reduced |
| Principal Securities, Inc. | 9,475 | $1.77M | 0.03% | +386+4.2% | Added |
| Golden State Equity Partners | 9,471 | $1.77M | 0.13% | +2,971+45.7% | Added |
| Cary Street Partners Financial LLC | 9,461 | $1.76M | 0.04% | −1,381−12.7% | Reduced |
| Raiffeisen Bank International AG | 9,610 | $1.75M | 0.03% | +3,742+63.8% | Added |
| North Dakota State Investment Board | 9,385 | $1.75M | 0.08% | −1,724−15.5% | Reduced |
| Greenleaf Trust | 9,344 | $1.74M | 0.02% | +464+5.2% | Added |
| Moran Wealth Management, LLC | 9,321 | $1.74M | 0.05% | −3,853−29.2% | Reduced |
| Farther Finance Advisors, LLC | 9,226 | $1.74M | 0.02% | +3,349+57.0% | Added |
| Sowell Financial Services LLC | 9,221 | $1.72M | 0.06% | −1,036−10.1% | Reduced |
| Syon Capital LLC | 9,035 | $1.69M | 0.08% | +815+9.9% | Added |
| Stevens Capital Management LP | 9,004 | $1.68M | 0.26% | −545−5.7% | Reduced |
| MUFG Securities Americas Inc. | 8,999 | $1.68M | 0.11% | +204+2.3% | Added |
| Jefferies Financial Group Inc. | 8,898 | $1.66M | 0.02% | +3,219+56.7% | Added |
| Commerzbank Aktiengesellschaft | 8,841 | $1.65M | 0.03% | +1,671+23.3% | Added |
| Securian Asset Management, Inc | 8,777 | $1.64M | 0.06% | −100−1.1% | Reduced |
| Siemens Fonds Invest GmbH | 8,771 | $1.64M | 0.09% | +88+1.0% | Added |
| Richard Bernstein Advisors LLC | 8,759 | $1.63M | 0.05% | +8,759 | New |
| Squarepoint Ops LLC | 8,645 | $1.61M | 0.00% | −55−0.6% | Reduced |
| Coldstream Capital Management Inc | 8,573 | $1.60M | 0.02% | +1,197+16.2% | Added |
| InTrack Investment Management Inc | 8,571 | $1.60M | 0.91% | −92−1.1% | Reduced |
| Apollon Wealth Management, LLC | 8,550 | $1.59M | 0.03% | +266+3.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,526 | $1.59M | 0.11% | 00.0% | Unchanged |
| Family Management Corp | 8,395 | $1.57M | 0.19% | +8,395 | New |
| Affinity Investment Advisors, LLC | 8,288 | $1.55M | 0.97% | +154+1.9% | Added |
| Cascade Financial Partners, LLC | 8,277 | $1.54M | 0.16% | +500+6.4% | Added |
| HB Wealth Management, LLC | 8,229 | $1.54M | 0.01% | +622+8.2% | Added |
| Vontobel Holding Ltd. | 8,117 | $1.51M | 0.01% | +2,547+45.7% | Added |
| Emergent Wealth Advisors, LLC | 8,110 | $1.51M | 0.89% | +163+2.1% | Added |
| GAMMA Investing LLC | 8,020 | $1.50M | 0.07% | +859+12.0% | Added |
| Perigon Wealth Management, LLC | 7,957 | $1.48M | 0.03% | −13−0.2% | Reduced |
| Bedel Financial Consulting, Inc. | 7,718 | $1.44M | 0.17% | −157−2.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 7,701 | $1.44M | 0.35% | −334−4.2% | Reduced |
| Skopos Labs, Inc. | 7,621 | $1.42M | 0.04% | +3,182+71.7% | Added |
| Wedmont Private Capital | 7,281 | $1.41M | 0.05% | −108−1.5% | Reduced |
| Advisors Asset Management, Inc. | 7,553 | $1.41M | 0.02% | −6,060−44.5% | Reduced |
| Frank, Rimerman Advisors LLC | 7,499 | $1.40M | 0.09% | −30.0% | Reduced |
| Vise Technologies, Inc. | 7,532 | $1.39M | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 7,472 | $1.39M | 0.02% | +480+6.9% | Added |
| Chung Wu Investment Group, LLC | 7,450 | $1.39M | 1.20% | −100−1.3% | Reduced |
| Capital International Sarl | 7,431 | $1.39M | 0.02% | +1,783+31.6% | Added |
| Everence Capital Management Inc | 7,319 | $1.36M | 0.08% | 00.0% | Unchanged |
| Keybank National Association | 7,273 | $1.36M | 0.00% | −401−5.2% | Reduced |
| Qtron Investments LLC | 7,270 | $1.36M | 0.18% | 00.0% | Unchanged |
| Unifi Asset Management LP | 7,247 | $1.35M | 0.77% | +7,247 | New |
| Assenagon Asset Management S.A. | 7,223 | $1.35M | 0.00% | +254+3.6% | Added |
| Chesapeake Asset Management LLC | 7,200 | $1.34M | 1.08% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,178 | $1.34M | 0.03% | +1,315+22.4% | Added |
| Yelin Lapidot Holdings Management Ltd. | 7,150 | $1.33M | 0.28% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 7,144 | $1.33M | 0.03% | −1,252−14.9% | Reduced |
| Portside Wealth Group, LLC | 7,106 | $1.33M | 0.18% | +170+2.5% | Added |
| Balyasny Asset Management LLC | 7,015 | $1.31M | 0.00% | +2,129+43.6% | Added |
| Cypress Capital Group | 7,012 | $1.31M | 0.15% | −5−0.1% | Reduced |
| Arkadios Wealth Advisors | 6,908 | $1.29M | 0.02% | +23+0.3% | Added |
| Benjamin Edwards Inc | 6,862 | $1.28M | 0.01% | +264+4.0% | Added |
| Chilton Capital Management LLC | 6,750 | $1.26M | 0.04% | +2,323+52.5% | Added |
| NewEdge Wealth, LLC | 6,726 | $1.25M | 0.01% | −4,540−40.3% | Reduced |
| Kinneret Advisory, LLC | 6,704 | $1.25M | 0.12% | −297−4.2% | Reduced |
| Knollwood Investment Advisory, LLC | 6,650 | $1.24M | 0.13% | 00.0% | Unchanged |
| Walleye Trading LLC | 6,649 | $1.24M | 0.03% | +6,649 | New |
| Novem Group | 6,631 | $1.24M | 0.14% | +222+3.5% | Added |
| Wellington Shields & Co., LLC | 6,624 | $1.24M | 0.31% | −1,195−15.3% | Reduced |
| Savant Capital, LLC | 6,567 | $1.22M | 0.01% | +1,969+42.8% | Added |
| Boothbay Fund Management, LLC | 6,538 | $1.22M | 0.03% | +2,694+70.1% | Added |
| Sun Life Financial INC | 6,535 | $1.22M | 0.07% | +1,057+19.3% | Added |
| Signaturefd, LLC | 6,521 | $1.22M | 0.02% | +395+6.4% | Added |
| one8zero8, LLC | 6,472 | $1.21M | 0.27% | −470−6.8% | Reduced |
| Renaissance Group LLC | 6,426 | $1.20M | 0.05% | −479−6.9% | Reduced |
| First Pacific Financial | 6,358 | $1.19M | 0.15% | +1,219+23.7% | Added |
| Marino, Stram & Associates LLC | 6,337 | $1.18M | 0.21% | +7+0.1% | Added |
| Brown Brothers Harriman & Co | 6,271 | $1.17M | 0.01% | +2,741+77.6% | Added |
| Mark Asset Management LP | 6,253 | $1.17M | 0.15% | −1,895−23.3% | Reduced |
| Bramshill Investments, LLC | 6,222 | $1.16M | 0.10% | +3,822+159.3% | Added |
| Solidarilty Wealth, LLC | 6,210 | $1.16M | 0.22% | −6−0.1% | Reduced |
| Jump Financial, LLC | 6,158 | $1.15M | 0.02% | +4,198+214.2% | Added |
| Davenport & Co LLC | 6,153 | $1.15M | 0.01% | +1,255+25.6% | Added |
| Everhart Financial Group, Inc. | 6,132 | $1.14M | 0.10% | +789+14.8% | Added |
| Secured Retirement Advisors, LLC | 6,122 | $1.14M | 0.65% | −151−2.4% | Reduced |
| KG&L Capital Management,LLC | 6,561 | $1.14M | 0.82% | −1,211−15.6% | Reduced |
| Wealth Preservation Advisors, LLC | 6,002 | $1.12M | 0.93% | −2,000−25.0% | Reduced |
| Snowden Capital Advisors LLC | 5,937 | $1.11M | 0.03% | +949+19.0% | Added |
| Resources Investment Advisors, LLC. | 5,918 | $1.10M | 0.01% | +20.0% | Added |
| Retirement Planning Co of New England, Inc. | 5,888 | $1.10M | 0.45% | +24+0.4% | Added |
| Ritholtz Wealth Management | 5,884 | $1.10M | 0.02% | +21+0.4% | Added |
| Adams Asset Advisors, LLC | 5,789 | $1.08M | 0.12% | 00.0% | Unchanged |
| HBK Investments L P | 5,778 | $1.08M | 0.01% | +5,778 | New |
| Marshall Financial Group LLC | 5,755 | $1.07M | 0.17% | +7+0.1% | Added |
| Independent Financial Group, LLC | 5,716 | $1.07M | 0.02% | +59+1.0% | Added |
| Nwam LLC | 5,695 | $1.06M | 0.06% | +1,264+28.5% | Added |
| White Pine Capital LLC | 5,689 | $1.06M | 0.29% | +1,632+40.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $1.06M | 0.01% | 00.0% | Unchanged |
| Gabelli Funds LLC | 5,650 | $1.05M | 0.01% | −1,100−16.3% | Reduced |