Simon Property Group Inc.

SPG

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0001063761

SEC filings (opens in a new tab)

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, Q3 2026

Institutional positions in Simon Property Group Inc. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 16; −1 vs. Q2 2026
Shares held: 76.1K; −3.44K (−4.3%) vs. Q2 2026
Total value: $15.3M; −$2.51M (−14.1%) vs. Q2 2026
New holders: 0; 4 more added
Sold out: 1; 6 more reduced

1,346 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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 holders

Value held

Institutions holding SPG and their total value by quarter
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	1,201	$48.9B
Q4 2024	1,194	$50.4B
Q3 2024	1,135	$48.8B
Q2 2024	1,105	$43.7B
Q1 2024	1,083	$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, Q3 2026

Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q2 2026.

Institutions holding SPG in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Boyd Watterson Asset Management LLC	–	–	–	–	Not filed
McDonald Partners LLC	–	–	–	–	Not filed
Highline Wealth Partners LLC	–	–	–	–	Not filed
Osbon Capital Management LLC	–	–	–	–	Not filed
Hughes Financial Services, LLC	–	–	–	–	Not filed
Barnes Dennig Private Wealth Management LLC	–	–	–	–	Not filed
Anchor Bay Capital, Inc.	–	–	–	–	Not filed
Cape Investment Advisory, Inc.	–	–	–	–	Not filed
Kemnay Advisory Services Inc.	–	–	–	–	Not filed
Cornerstone Planning Group LLC	–	–	–	–	Not filed
Avion Wealth	–	–	–	–	Not filed
Napier Financial, LLC	–	–	–	–	Not filed
Ancora Advisors, LLC	–	–	–	–	Not filed
JPL Wealth Management, LLC	–	–	–	–	Not filed
UMA Financial Services, Inc.	–	–	–	–	Not filed
High Note Wealth, LLC	–	–	–	–	Not filed
Prosperity Bancshares Inc	–	–	–	–	Not filed
LifeSteps Financial, Inc.	–	–	–	–	Not filed
Duncker Streett & Co Inc	–	–	–	–	Not filed
Ares Financial Consulting, LLC	–	–	–	–	Not filed
American National Bank	–	–	–	–	Not filed
Transamerica Financial Advisors, Inc.	–	–	–	–	Not filed
Westside Investment Management, Inc.	–	–	–	–	Not filed
McMillan Office, Inc.	–	–	–	–	Not filed
Toth Financial Advisory Corp	–	–	–	–	Not filed
Webster Bank, N. A.	–	–	–	–	Not filed
First United Bank Trust	–	–	–	–	Not filed
DiNuzzo Private Wealth, Inc.	–	–	–	–	Not filed
Bayban	–	–	–	–	Not filed
Pacific Center for Financial Services	–	–	–	–	Not filed
Financial Management Professionals, Inc.	–	–	–	–	Not filed
Westend Capital Management, LLC	–	–	–	–	Not filed
Covestor Ltd	–	–	–	–	Not filed
Abound Wealth Management	–	–	–	–	Not filed
First Command Advisory Services, Inc.	–	–	–	–	Not filed
Pinnacle Bancorp, Inc.	–	–	–	–	Not filed
Glen Eagle Advisors, LLC	–	–	–	–	Not filed
Spectrum Wealth Advisory Group, LLC	–	–	–	–	Not filed
Park Place Capital Corp	–	–	–	–	Not filed
Westfuller Advisors, LLC	–	–	–	–	Not filed
Murphy & Mullick Capital Management Corp	–	–	–	–	Not filed
Center for Financial Planning, Inc.	–	–	–	–	Not filed
Wolff Wiese Magana LLC	–	–	–	–	Not filed
Financial Network Wealth Advisors LLC	–	–	–	–	Not filed
Atlas Capital Advisors LLC	–	–	–	–	Not filed
Hollencrest Capital Management	–	–	–	–	Not filed
Rossby Financial, LCC	–	–	–	–	Not filed
Wall Street Access Asset Management, LLC	–	–	–	–	Not filed
1 North Wealth Services LLC	–	–	–	–	Not filed
West Branch Capital LLC	–	–	–	–	Not filed
Sachetta, LLC	–	–	–	–	Not filed
Private Wealth Management Group, LLC	–	–	–	–	Not filed
Orion Capital Management LLC	–	–	–	–	Not filed
Cornerstone Financial Management LLC	–	–	–	–	Not filed
E Fund Management (Hong Kong) Co., Ltd.	–	–	–	–	Not filed
Financial Life Planners	–	–	–	–	Not filed
Financial Consulate, Inc	–	–	–	–	Not filed
Institute for Wealth Management, LLC.	–	–	–	–	Not filed
Bare Financial Services, Inc	–	–	–	–	Not filed
Frazier Financial Advisors, LLC	–	–	–	–	Not filed
Strategic Advocates LLC	–	–	–	–	Not filed
Kayne Anderson Rudnick Investment Management LLC	–	–	–	–	Not filed
LOM Asset Management Ltd	–	–	–	–	Not filed
Horizon Financial Services, LLC	–	–	–	–	Not filed
IMG Wealth Management, Inc.	–	–	–	–	Not filed
Pittenger & Anderson Inc	–	–	–	–	Not filed
Oakworth Capital, Inc.	–	–	–	–	Not filed
Bartlett & Co. Wealth Management LLC	–	–	–	–	Not filed
Bangor Savings Bank	–	–	–	–	Not filed
Colonial Trust Advisors	–	–	–	–	Not filed
Kilter Group LLC	–	–	–	–	Not filed
Aspect Partners, LLC	–	–	–	–	Not filed
Allied Private Wealth LLC	–	–	–	–	Not filed
Leonteq Securities AG	–	–	–	–	Not filed
JFS Wealth Advisors, LLC	–	–	–	–	Not filed
Compass Financial Management LLC	–	–	–	–	Not filed
Dunhill Financial, LLC	–	–	–	–	Not filed
Ritter Daniher Financial Advisory LLC	–	–	–	–	Not filed
Raffa Wealth Management, LLC	–	–	–	–	Not filed
South State Corp.	–	–	–	–	Not filed
Financial Perspectives, Inc	–	–	–	–	Not filed
Gold Investment Management Ltd.	–	–	–	–	Not filed
Creative Capital Management Investments LLC	–	–	–	–	Not filed
Adirondack Trust Co	–	–	–	–	Not filed
Jackson, Grant Investment Advisers, Inc.	–	–	–	–	Not filed
Signature Equity Partners, LLC	–	–	–	–	Not filed
Crewe Advisors LLC	–	–	–	–	Not filed
Principia Wealth Advisory, LLC	–	–	–	–	Not filed
MJT & Associates Financial Advisory Group, Inc.	–	–	–	–	Not filed
Rialto Wealth Management, LLC	–	–	–	–	Not filed
Mark Sheptoff Financial Planning, LLC	–	–	–	–	Not filed
Ameriflex Group, Inc.	–	–	–	–	Not filed
NBH Bank	–	–	–	–	Not filed
Park Square Financial Group, LLC	–	–	–	–	Not filed
Addison Advisors LLC	–	–	–	–	Not filed
IMA Wealth, Inc.	–	–	–	–	Not filed
Imprint Wealth LLC	–	–	–	–	Not filed
Fairman Group, LLC	–	–	–	–	Not filed
Strategic Investment Solutions, Inc.	–	–	–	–	Not filed
Plante Moran Financial Advisors, LLC	–	–	–	–	Not filed