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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
Yoffe Investment Management, LLC3,383$631.0K0.81%00.0%Unchanged
Adams Wealth Management3,371$628.8K0.14%+505+17.6%Added
JDM Financial Group LLC3,361$626.9K0.24%+11+0.3%Added
Triad Wealth Partners, LLC3,353$625.5K0.05%+193+6.1%Added
Procyon Private Wealth Partners, LLC3,346$624.1K0.03%+1,158+52.9%Added
Ameritas Investment Partners, Inc.3,322$619.7K0.02%00.0%Unchanged
Joel Isaacson & Co., LLC3,316$618.5K0.02%−702−17.5%Reduced
TD Private Client Wealth LLC3,315$618.3K0.01%+335+11.2%Added
Monument Capital Management3,306$616.7K0.15%−19−0.6%Reduced
HBK Sorce Advisory LLC3,028$611.9K0.01%+150+5.2%Added
Banque Cantonale Vaudoise3,270$610.0K0.02%+3,270New
Capital Investment Advisors, LLC3,230$602.5K0.01%+128+4.1%Added
Index Technologies Group LLC3,230$602.5K0.66%−82−2.5%Reduced
Reuter James Wealth Management, LLC3,225$601.6K0.09%00.0%Unchanged
EverSource Wealth Advisors, LLC3,203$597.3K0.02%+251+8.5%Added
WealthTrust Axiom LLC3,200$596.9K0.15%00.0%Unchanged
Rexford Capital Inc3,196$596.1K0.43%+253+8.6%Added
Journey Strategic Wealth LLC3,163$590.1K0.01%+446+16.4%Added
Nilsine Partners, LLC2,931$590.0K0.05%+106+3.8%Added
Tritonpoint Wealth, LLC3,138$585.3K0.06%−995−24.1%Reduced
First National Bank Sioux Falls2,891$582.1K0.16%−44−1.5%Reduced
Welch Group, LLC3,120$582.0K0.02%+4+0.1%Added
Argentarii, LLC3,108$579.8K0.20%−26−0.8%Reduced
First Dallas Securities Inc.3,100$578.2K0.21%00.0%Unchanged
Cohen Klingenstein LLC3,100$578.2K0.02%00.0%Unchanged
Cigna Investments Inc3,084$575.0K0.09%−53−1.7%Reduced
Cheviot Value Management, LLC3,065$571.7K0.06%00.0%Unchanged
Krane Funds Advisors LLC2,992$567.8K0.02%+676+29.2%Added
Oxford Financial Group Ltd3,017$562.7K0.03%−21−0.7%Reduced
New England Research & Management, Inc.3,010$561.5K0.24%00.0%Unchanged
Roble, Belko & Company, Inc3,000$560.0K0.07%00.0%Unchanged
Larson Financial Group LLC3,001$559.8K0.02%+634+26.8%Added
Merrion Investment Management Co, LLC3,000$559.6K0.30%00.0%Unchanged
Westover Capital Advisors, LLC3,000$559.6K0.10%00.0%Unchanged
Mutual Advisors, LLC2,982$556.3K0.01%+38+1.3%Added
Daymark Wealth Partners, LLC2,968$553.7K0.02%+308+11.6%Added
TownSquare Capital, LLC2,963$552.7K0.12%+182+6.5%Added
Market Street Wealth Management Advisors LLC2,948$549.9K0.09%+25+0.9%Added
Turtle Creek Wealth Advisors, LLC2,944$549.1K0.04%+366+14.2%Added
Kestra Investment Management, LLC2,936$547.7K0.01%−1,943−39.8%Reduced
ORG Wealth Partners, LLC2,932$546.9K0.11%−9−0.3%Reduced
Fulcrum Capital LLC2,929$546.3K0.12%00.0%Unchanged
McMahon Financial Advisors, LLC2,913$543.4K0.11%+15+0.5%Added
CTC Alternative Strategies, Ltd.2,900$540.9K1.23%+2,900New
Advisors Preferred, LLC2,888$538.7K0.08%+1,383+91.9%Added
Pinnacle Financial Partners, Inc.2,835$530.2K0.00%+43+1.5%Added
Journey Retirement Planning & Investment Management LLC2,837$529.4K0.47%−6,407−69.3%Reduced
IFP Advisors, Inc2,831$528.1K0.01%+36+1.3%Added
Magnolia Capital Advisors LLC2,828$527.6K0.10%00.0%Unchanged
Element Wealth, LLC2,822$526.4K0.22%+18+0.6%Added
Winton Group Ltd2,800$522.3K0.02%+2,800New
Gryphon Financial Partners LLC2,797$521.8K0.05%+247+9.7%Added
CWA Asset Management Group, LLC2,781$518.7K0.02%+206+8.0%Added
WealthBridge Capital Management, LLC2,773$517.2K0.12%+2,773New
Ascent Group, LLC2,757$514.3K0.02%+43+1.6%Added
Wealthcare Advisory Partners LLC2,747$512.4K0.01%+46+1.7%Added
Ieq Capital, LLC2,725$508.3K0.00%−32,455−92.3%Reduced
Chicago Partners Investment Group LLC2,507$505.6K0.01%+210+9.1%Added
VELA Investment Management, LLC2,705$504.6K0.13%+717+36.1%Added
International Assets Investment Management, LLC2,681$504.2K0.04%−64−2.3%Reduced
Childress Capital Advisors, LLC2,702$504.1K0.09%−518−16.1%Reduced
William Allan, LLC2,702$504.0K0.30%−52−1.9%Reduced
Brown, Lisle/Cummings, Inc.2,701$503.8K0.13%+38+1.4%Added
Lantern Wealth Advisors, LLC2,675$499.0K0.26%−100−3.6%Reduced
American Investment Services, Inc.2,656$495.4K0.11%00.0%Unchanged
Longfellow Investment Management Co LLC2,648$493.9K0.10%00.0%Unchanged
Fisher Asset Management, LLC2,641$492.8K0.00%−39−1.5%Reduced
FJ Capital Management LLC2,639$492.3K0.06%+2,639New
Lazari Capital Management, Inc.2,637$491.8K0.17%+10.0%Added
Paradigm Asset Management Co LLC2,635$491.5K0.12%00.0%Unchanged
Kovack Advisors, Inc.2,568$482.5K0.03%+135+5.5%Added
Schnieders Capital Management, LLC.2,577$480.7K0.08%00.0%Unchanged
Buckingham Strategic Partners2,565$478.6K0.00%+2,565New
Livforsakringsbolaget Skandia, Omsesidigt2,554$476.4K0.02%00.0%Unchanged
Stephens Inc2,545$474.7K0.01%−163−6.0%Reduced
Asset Planning,Inc2,535$472.9K0.34%00.0%Unchanged
Moody Lynn & Lieberson, LLC2,527$471.4K0.03%00.0%Unchanged
Sage Investment Advisers LLC2,500$470.3K0.35%+5+0.2%Added
AlphaGrep UK Ltd2,519$469.9K0.14%+1,283+103.8%Added
Gables Capital Management Inc.2,515$469.1K0.20%−200−7.4%Reduced
Manchester Financial Inc2,511$468.4K0.09%00.0%Unchanged
Fidelis Capital Partners, LLC2,510$468.2K0.03%+21+0.8%Added
Financial Sense Advisors, Inc.2,500$466.3K0.09%00.0%Unchanged
Lederer & Associates Investment Counsel2,487$464.0K0.33%00.0%Unchanged
Deseret Mutual Benefit Administrators2,480$462.6K0.16%+1,258+102.9%Added
Diversified Trust Co2,467$460.2K0.01%−10,404−80.8%Reduced
KMG Fiduciary Partners, LLC2,430$453.2K0.03%+282+13.1%Added
Manchester Capital Management LLC2,412$449.9K0.06%00.0%Unchanged
Robertson Stephens Wealth Management, LLC2,402$448.1K0.01%+31+1.3%Added
National Asset Management, Inc.2,456$447.9K0.03%−2,659−52.0%Reduced
Rossmore Private Capital2,400$447.7K0.04%−100−4.0%Reduced
Silverleafe Capital Partners, LLC2,400$447.7K0.13%00.0%Unchanged
Affinity Wealth Management LLC2,372$442.4K0.07%00.0%Unchanged
Carmel Capital Partners, LLC2,368$441.7K0.16%−11−0.5%Reduced
SMART Wealth LLC2,367$441.6K0.13%+2,367New
Octavia Wealth Advisors, LLC2,365$441.2K0.04%−193−7.5%Reduced
PFG Investments, LLC2,341$436.7K0.02%+50+2.2%Added
Ghe, LLC2,341$436.7K0.18%−415−15.1%Reduced
Rehmann Capital Advisory Group2,325$433.8K0.02%−402−14.7%Reduced
Mogy Joel R Investment Counsel Inc2,325$433.7K0.03%−500−17.7%Reduced