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 |
|---|---|---|---|---|---|
| RiverFront Investment Group, LLC | 5,640 | $1.05M | 0.02% | +732+14.9% | Added |
| Indivisible Partners | 5,556 | $1.04M | 0.09% | +5,556 | New |
| GTS Securities LLC | 5,488 | $1.02M | 0.04% | +2,201+67.0% | Added |
| Dorsey Wright & Associates | 5,478 | $1.02M | 0.13% | +5,478 | New |
| Parallel Advisors, LLC | 5,431 | $1.01M | 0.02% | +440+8.8% | Added |
| Wedbush Securities Inc | 5,372 | $1.00M | 0.03% | +55+1.0% | Added |
| Meadowbrook Wealth Management, LLC | 5,350 | $997.9K | 1.32% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 5,350 | $997.9K | 0.03% | +255+5.0% | Added |
| Custom Index Systems, LLC | 5,292 | $987.1K | 0.43% | −134−2.5% | Reduced |
| Genesee Capital Advisors, LLC | 5,255 | $980.3K | 0.41% | −463−8.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,207 | $971.3K | 0.03% | +1,269+32.2% | Added |
| Perbak Capital Partners LLP | 5,187 | $967.5K | 0.24% | +3,954+320.7% | Added |
| Radnor Capital Management, LLC | 5,087 | $949.0K | 0.14% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 5,060 | $943.8K | 0.24% | 00.0% | Unchanged |
| Ellevest, Inc. | 5,056 | $943.2K | 0.13% | +256+5.3% | Added |
| American Assets Inc | 5,000 | $932.6K | 0.31% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,991 | $931.0K | 0.01% | −78−1.5% | Reduced |
| Pensionmark Financial Group, LLC | 4,979 | $928.7K | 0.01% | +4+0.1% | Added |
| VestGen Advisors, LLC | 4,492 | $923.9K | 0.03% | +396+9.7% | Added |
| GF Fund Management Co. Ltd. | 4,935 | $920.5K | 0.02% | −474−8.8% | Reduced |
| Ballentine Partners, LLC | 4,926 | $919.0K | 0.01% | +111+2.3% | Added |
| Smartleaf Asset Management LLC | 4,974 | $907.1K | 0.03% | +678+15.8% | Added |
| TD Waterhouse Canada Inc. | 4,816 | $904.3K | 0.00% | +1,867+63.3% | Added |
| Clough Capital Partners L P | 4,800 | $895.3K | 0.09% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 4,789 | $893.3K | 0.19% | +34+0.7% | Added |
| TBH Global Asset Management, LLC | 4,787 | $893.0K | 0.18% | −17−0.4% | Reduced |
| Harvest Portfolios Group Inc. | 4,730 | $882.3K | 0.01% | −2,560−35.1% | Reduced |
| CacheTech Inc. | 4,720 | $880.4K | 0.17% | +565+13.6% | Added |
| Bradley Foster & Sargent Inc | 4,707 | $878.0K | 0.01% | +114+2.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,692 | $875.2K | 0.06% | +202+4.5% | Added |
| Checchi Capital Advisers, LLC | 4,690 | $874.8K | 0.06% | +261+5.9% | Added |
| Applied Finance Capital Management, LLC | 4,668 | $870.7K | 0.07% | −113−2.4% | Reduced |
| Veridan Wealth LLC | 4,618 | $861.4K | 0.33% | +55+1.2% | Added |
| Regal Investment Advisors LLC | 4,611 | $860.0K | 0.05% | −98−2.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,591 | $856.4K | 0.04% | −229−4.8% | Reduced |
| Chesley Taft & Associates LLC | 4,590 | $856.2K | 0.04% | +4,590 | New |
| Harrell Investment Partners, LLC | 4,586 | $855.4K | 0.20% | +4,586 | New |
| Frec Markets, Inc. | 4,573 | $853.0K | 0.15% | +2,933+178.8% | Added |
| Savvy Advisors, Inc. | 4,539 | $846.6K | 0.02% | +1,721+61.1% | Added |
| Sargent Investment Group, LLC | 4,511 | $841.4K | 0.11% | +513+12.8% | Added |
| Wright Investors Service Inc | 4,450 | $830.1K | 0.26% | +4,450 | New |
| Belpointe Asset Management LLC | 4,447 | $829.6K | 0.03% | −274−5.8% | Reduced |
| Gilman Hill Asset Management, LLC | 4,447 | $829.5K | 0.13% | −590−11.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,421 | $824.6K | 0.09% | −99−2.2% | Reduced |
| Future Financial Wealth Managment LLC | 4,017 | $809.9K | 0.52% | −68−1.7% | Reduced |
| Monetary Management Group Inc | 4,325 | $806.7K | 0.19% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 4,313 | $804.5K | 0.06% | +19+0.4% | Added |
| Strathmore Capital Advisors, Inc. | 3,998 | $804.2K | 0.23% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 4,311 | $804.2K | 0.00% | −3,751−46.5% | Reduced |
| Gateway Investment Advisers LLC | 4,307 | $803.3K | 0.01% | +1,982+85.2% | Added |
| Investors Research Corp | 4,290 | $800.2K | 0.15% | −1,289−23.1% | Reduced |
| Sagespring Wealth Partners, LLC | 4,288 | $799.8K | 0.01% | +333+8.4% | Added |
| Sumitomo Life Insurance Co | 4,227 | $788.5K | 0.02% | +112+2.7% | Added |
| Prestige Wealth Management Group LLC | 4,207 | $784.7K | 0.15% | +4,180+15,481.5% | Added |
| Two Sigma Securities, LLC | 4,183 | $780.3K | 0.09% | +4,183 | New |
| Michels Family Financial, LLC | 4,174 | $778.6K | 0.56% | −74−1.7% | Reduced |
| Ninety One UK Ltd | 4,150 | $774.1K | 0.00% | +4,150 | New |
| Warren Averett Asset Management, LLC | 4,123 | $769.1K | 0.01% | +956+30.2% | Added |
| Dorsey & Whitney Trust CO LLC | 4,120 | $768.5K | 0.04% | −187−4.3% | Reduced |
| CFM Wealth Partners LLC | 4,060 | $757.4K | 0.11% | −90−2.2% | Reduced |
| Brighton Jones LLC | 4,033 | $752.2K | 0.02% | +4,033 | New |
| AE Wealth Management LLC | 4,030 | $751.7K | 0.00% | +473+13.3% | Added |
| Advisors Capital Management, LLC | 4,025 | $750.8K | 0.01% | −51,773−92.8% | Reduced |
| Manske Wealth Management | 3,985 | $743.4K | 0.21% | −17−0.4% | Reduced |
| Summit Global Investments | 3,975 | $741.0K | 0.04% | −12,065−75.2% | Reduced |
| Premier Path Wealth Partners, LLC | 3,960 | $738.7K | 0.10% | +517+15.0% | Added |
| Beacon Investment Advisors LLC | 3,960 | $738.6K | 0.28% | +22+0.6% | Added |
| SkyView Investment Advisors, LLC | 3,948 | $737.0K | 0.10% | −38−1.0% | Reduced |
| Inspire Advisors, LLC | 3,924 | $732.0K | 0.06% | +124+3.3% | Added |
| Exencial Wealth Advisors, LLC | 3,918 | $730.9K | 0.02% | +3,918 | New |
| GWN Securities Inc. | 3,891 | $725.9K | 0.14% | +180+4.9% | Added |
| Strategic Blueprint, LLC | 3,882 | $724.1K | 0.04% | +615+18.8% | Added |
| Alteri Wealth LLC | 3,881 | $724.0K | 0.23% | +20+0.5% | Added |
| IHT Wealth Management, LLC | 3,878 | $723.4K | 0.02% | +191+5.2% | Added |
| Shelton Capital Management | 3,862 | $720.4K | 0.02% | −1,000−20.6% | Reduced |
| Purkiss Capital Advisors LLC | 3,855 | $719.1K | 0.32% | +390+11.3% | Added |
| Sound View Wealth Advisors Group, LLC | 3,829 | $714.2K | 0.05% | +115+3.1% | Added |
| GKV Capital Management Co., Inc. | 3,820 | $712.5K | 0.27% | −100−2.6% | Reduced |
| L2 Asset Management, LLC | 3,810 | $710.8K | 0.07% | −578−13.2% | Reduced |
| Tobias Financial Advisors, Inc. | 3,781 | $705.2K | 0.10% | −23−0.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,729 | $695.6K | 0.01% | +425+12.9% | Added |
| RS Crum Inc. | 3,726 | $695.0K | 0.13% | 00.0% | Unchanged |
| Spire Wealth Management | 3,694 | $689.1K | 0.02% | −3,125−45.8% | Reduced |
| Pallas Capital Advisors LLC | 3,674 | $685.2K | 0.03% | +44+1.2% | Added |
| Bernicke Wealth Management, Ltd. | 3,664 | $683.4K | 0.09% | −160−4.2% | Reduced |
| Bearing Point Capital, LLC | 3,622 | $675.6K | 0.11% | +50+1.4% | Added |
| Sunbelt Securities, Inc. | 3,603 | $672.1K | 0.04% | −5−0.1% | Reduced |
| Rothschild Investment LLC | 3,602 | $671.9K | 0.04% | −22−0.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,590 | $669.6K | 0.02% | +3,590 | New |
| Autumn Glory Partners, LLC | 3,585 | $668.7K | 0.25% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 3,531 | $658.6K | 0.27% | 00.0% | Unchanged |
| MQS Management LLC | 3,509 | $654.5K | 0.44% | +3,509 | New |
| Mather Group, LLC. | 3,506 | $653.9K | 0.01% | +151+4.5% | Added |
| Great Valley Advisor Group, Inc. | 3,496 | $652.4K | 0.01% | +1,136+48.1% | Added |
| PCM Encore, LLC | 3,477 | $648.7K | 0.13% | +63+1.8% | Added |
| Western Financial Corp | 3,448 | $643.2K | 0.25% | +699+25.4% | Added |
| Bridgewater Associates, LP | 3,424 | $638.7K | 0.00% | +2,102+159.0% | Added |
| United Advisor Group, LLC | 3,406 | $635.3K | 0.08% | +18+0.5% | Added |
| Profund Advisors LLC | 3,402 | $634.6K | 0.02% | −1,216−26.3% | Reduced |
| Aspiriant, LLC | 3,392 | $632.7K | 0.02% | −1,988−37.0% | Reduced |