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 |
|---|---|---|---|---|---|
| Phocas Financial Corp. | 2,293 | $427.7K | 0.07% | −62−2.6% | Reduced |
| Martingale Asset Management L P | 2,282 | $425.7K | 0.01% | −253−10.0% | Reduced |
| Bragg Financial Advisors, Inc | 2,277 | $424.7K | 0.01% | −74−3.1% | Reduced |
| Ontario Teachers Pension Plan Board | 2,268 | $423.1K | 0.01% | −3,588−61.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,266 | $422.7K | 0.04% | +12+0.5% | Added |
| Kaizen Financial Strategies | 2,096 | $422.1K | 0.18% | +28+1.4% | Added |
| Simplicity Wealth,LLC | 2,262 | $422.0K | 0.02% | −16−0.7% | Reduced |
| Hilltop Holdings Inc. | 2,251 | $419.9K | 0.04% | −1,694−42.9% | Reduced |
| Bryn Mawr Trust Co | 2,233 | $416.5K | 0.01% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,231 | $416.2K | 0.15% | +182+8.9% | Added |
| Supplemental Annuity Collective Trust of NJ | 2,210 | $412.2K | 0.12% | −1,090−33.0% | Reduced |
| Gibbs Wealth Management | 2,193 | $408.9K | 0.05% | +582+36.1% | Added |
| Titleist Asset Management, LLC | 2,180 | $406.7K | 0.03% | −158−6.8% | Reduced |
| Los Angeles Capital Management LLC | 2,157 | $402.3K | 0.00% | +2,157 | New |
| Stratos Wealth Partners, LTD. | 2,156 | $402.2K | 0.00% | −279−11.5% | Reduced |
| Nabity-Jensen Investment Management Inc | 2,156 | $402.2K | 0.28% | −1,434−39.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,135 | $398.3K | 0.04% | −170−7.4% | Reduced |
| Stillwater Wealth Management Group | 2,112 | $393.9K | 0.24% | +536+34.0% | Added |
| American Assets Investment Management, LLC | 7,500 | $393.3K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,107 | $393.0K | 0.03% | +198+10.4% | Added |
| Wesbanco Bank Inc | 2,106 | $392.8K | 0.01% | −305−12.7% | Reduced |
| Rockland Trust Co | 2,078 | $387.6K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,077 | $387.6K | 0.02% | −138−6.2% | Reduced |
| Strategic Financial Concepts, LLC | 2,073 | $386.6K | 0.10% | +2,073 | New |
| Avidian Wealth Solutions, LLC | 2,059 | $384.0K | 0.01% | +214+11.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,051 | $382.6K | 0.01% | −286−12.2% | Reduced |
| Prelude Capital Management, LLC | 2,050 | $382.4K | 0.03% | +2,050 | New |
| Birch Financial Group, LLC | 2,047 | $381.8K | 0.22% | +5+0.2% | Added |
| Jane Street Group, LLC | 2,030 | $378.7K | 0.00% | +887+77.6% | Added |
| Boston Private Wealth LLC | 2,027 | $378.0K | 0.02% | −113−5.3% | Reduced |
| V-Square Quantitative Management LLC | 2,019 | $376.6K | 0.04% | −152−7.0% | Reduced |
| Greenland Capital Management LP | 2,000 | $373.1K | 0.07% | −25,856−92.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,941 | $369.2K | 0.01% | −37,538−95.1% | Reduced |
| Advisory Alpha, LLC | 1,973 | $368.3K | 0.01% | +1,973 | New |
| Aprio Wealth Management, LLC | 1,974 | $368.2K | 0.02% | +1,974 | New |
| Crestwood Advisors Group LLC | 1,974 | $368.2K | 0.01% | +502+34.1% | Added |
| Brevan Howard Capital Management LP | 1,965 | $366.5K | 0.00% | −29,644−93.8% | Reduced |
| Intrua Financial, LLC | 1,960 | $365.6K | 0.04% | −63−3.1% | Reduced |
| Guardian Partners Inc. | 1,959 | $365.4K | 0.03% | +117+6.4% | Added |
| Modera Wealth Management, LLC | 1,935 | $361.0K | 0.00% | −232−10.7% | Reduced |
| O'Rourke & Company, Inc | 1,928 | $359.7K | 0.14% | −196−9.2% | Reduced |
| Fulton Bank, N.A. | 1,928 | $359.6K | 0.01% | +33+1.7% | Added |
| Optas, LLC | 1,916 | $357.4K | 0.05% | −38−1.9% | Reduced |
| Ofi Invest Asset Management | 2,207 | $357.3K | 0.00% | −1,522−40.8% | Reduced |
| BSW Wealth Partners | 1,915 | $357.2K | 0.04% | −179−8.5% | Reduced |
| CX Institutional | 1,905 | $355.0K | 0.01% | −77−3.9% | Reduced |
| Personal Cfo Solutions, LLC | 1,898 | $354.0K | 0.05% | −145−7.1% | Reduced |
| North Star Investment Management Corp. | 1,897 | $353.8K | 0.02% | +310+19.5% | Added |
| Castle Rock Wealth Management, LLC | 1,875 | $353.8K | 0.08% | −60−3.1% | Reduced |
| Groupama Asset Managment | 1,894 | $353.3K | 0.01% | +47+2.5% | Added |
| Gateway Wealth Partners, LLC | 1,893 | $353.1K | 0.01% | +1,893 | New |
| EP Wealth Advisors, LLC | 1,884 | $351.4K | 0.00% | −636−25.2% | Reduced |
| First National Bank | 1,878 | $350.3K | 0.17% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,878 | $350.3K | 0.01% | +81+4.5% | Added |
| 180 Wealth Advisors, LLC | 1,874 | $349.6K | 0.04% | −2−0.1% | Reduced |
| LRI Investments, LLC | 1,873 | $349.4K | 0.03% | +56+3.1% | Added |
| Regent Peak Wealth Advisors LLC | 1,857 | $346.4K | 0.07% | +22+1.2% | Added |
| Intrust Bank NA | 1,852 | $345.5K | 0.03% | 00.0% | Unchanged |
| Regions Financial Corp | 1,845 | $344.1K | 0.00% | +243+15.2% | Added |
| Penserra Capital Management LLC | 1,842 | $343.0K | 0.00% | +57+3.2% | Added |
| Coco Enterprises, LLC | 1,799 | $341.0K | 0.17% | +3+0.2% | Added |
| Gen-Wealth Partners Inc | 1,827 | $340.9K | 0.11% | −7−0.4% | Reduced |
| Montecito Bank & Trust | 1,819 | $339.3K | 0.06% | +1,819 | New |
| Evernest Financial Advisors, LLC | 1,685 | $339.1K | 0.07% | +1,685 | New |
| S-Bank Fund Management Ltd | 1,817 | $338.9K | 0.05% | −68−3.6% | Reduced |
| Huntleigh Advisors, Inc. | 1,815 | $338.6K | 0.06% | +88+5.1% | Added |
| Fort Sheridan Advisors LLC | 1,789 | $333.7K | 0.04% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,783 | $332.6K | 0.02% | +152+9.3% | Added |
| PDS Planning, Inc | 1,782 | $332.4K | 0.02% | +27+1.5% | Added |
| Whalerock Point Partners, LLC | 1,776 | $331.3K | 0.06% | 00.0% | Unchanged |
| Washington Trust Bank | 1,761 | $328.5K | 0.02% | −15−0.8% | Reduced |
| Pure Financial Advisors, Inc. | 1,756 | $327.6K | 0.00% | +203+13.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,750 | $326.4K | 0.11% | −80−4.4% | Reduced |
| Cabot Wealth Management Inc | 1,745 | $325.5K | 0.04% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,737 | $324.0K | 0.16% | −42−2.4% | Reduced |
| Icon Wealth Advisors, LLC | 1,614 | $323.0K | 0.02% | +16+1.0% | Added |
| Winthrop Capital Management, LLC | 1,727 | $322.0K | 0.08% | +2+0.1% | Added |
| Opinicus Capital, Inc. | 1,726 | $322.0K | 0.23% | −438−20.2% | Reduced |
| Embree Financial Group | 1,720 | $320.9K | 0.04% | −694−28.7% | Reduced |
| ZRC Wealth Management, LLC | 1,716 | $320.1K | 0.11% | −136−7.3% | Reduced |
| Breakwater Capital Group | 1,705 | $318.0K | 0.04% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,704 | $317.8K | 0.04% | +116+7.3% | Added |
| Lombard Odier Asset Management (USA) Corp | 1,702 | $317.5K | 0.17% | +1,702 | New |
| Oak Grove Capital LLC | 1,700 | $317.1K | 0.05% | −1,000−37.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,700 | $317.1K | 0.06% | −310−15.4% | Reduced |
| Novare Capital Management LLC | 1,693 | $315.8K | 0.03% | −441−20.7% | Reduced |
| J. Team Financial, Inc. | 1,691 | $315.4K | 0.35% | −328−16.2% | Reduced |
| BNP Paribas | 1,688 | $314.9K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,669 | $311.3K | 0.01% | −289−14.8% | Reduced |
| Platform Technology Partners | 1,668 | $311.1K | 0.06% | +11+0.7% | Added |
| Cetera Trust Company, N.A | 1,665 | $310.6K | 0.18% | −200−10.7% | Reduced |
| Outlook Wealth Advisors, LLC | 1,656 | $308.9K | 0.07% | +9+0.5% | Added |
| Fiduciary Trust Co | 1,634 | $304.8K | 0.00% | −256−13.5% | Reduced |
| Knightsbridge Asset Management, LLC | 1,632 | $304.4K | 0.04% | +9+0.6% | Added |
| Prosperity Consulting Group, LLC | 1,613 | $300.9K | 0.01% | +74+4.8% | Added |
| LJI Wealth Management, LLC | 1,599 | $298.3K | 0.05% | 00.0% | Unchanged |
| Krilogy Financial LLC | 1,481 | $298.2K | 0.01% | +84+6.0% | Added |
| Machina Capital S.A.S. | 1,596 | $297.7K | 0.06% | −2,906−64.5% | Reduced |
| Clientfirst Wealth Management, LLC | 1,593 | $297.1K | 0.25% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 1,587 | $296.0K | 0.05% | +1,587 | New |