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, Q2 2026
Institutional positions in Simon Property Group Inc. as of Jun 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
- Institutional holders
- 1,363
- +69 vs. Q1 2026
- Shares held
- 303.0M
- +10.5M (+3.6%) vs. Q1 2026
- Total value
- $67.7B
- +$13.2B (+24.2%) vs. Q1 2026
- New holders
- 163
- 519 more added
- Sold out
- 94
- 466 more reduced
18 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 11,148 | $2.49M | 0.02% | +1,047+10.4% | Added |
| Perpetual Ltd | 11,235 | $2.51M | 0.04% | +66+0.6% | Added |
| We Are One Seven, LLC | 11,311 | $2.53M | 0.04% | +310+2.8% | Added |
| Old Port Advisors | 11,379 | $2.54M | 0.50% | +437+4.0% | Added |
| Tokio Marine Asset Management Co Ltd | 11,393 | $2.55M | 0.08% | +216+1.9% | Added |
| Callan Family Office, LLC | 11,434 | $2.56M | 0.05% | +246+2.2% | Added |
| Norden Group LLC | 11,504 | $2.57M | 0.21% | +671+6.2% | Added |
| Sequoia Financial Advisors, LLC | 11,752 | $2.63M | 0.01% | +1,974+20.2% | Added |
| BCGM Wealth Management, LLC | 11,889 | $2.66M | 0.56% | +535+4.7% | Added |
| TCW Group Inc | 11,952 | $2.67M | 0.02% | −1,395−10.5% | Reduced |
| Pasadena Private Wealth, LLC | 12,082 | $2.70M | 0.35% | +19+0.2% | Added |
| M&G Plc | 12,066 | $2.70M | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 13,139 | $2.71M | 0.01% | +6,572+100.1% | Added |
| CCM Investment Advisers LLC | 12,120 | $2.71M | 0.21% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 12,203 | $2.73M | 0.24% | −450−3.6% | Reduced |
| Cascade Investment Group, Inc. | 12,527 | $2.80M | 1.57% | −98−0.8% | Reduced |
| Assetmark, Inc | 12,566 | $2.81M | 0.00% | +808+6.9% | Added |
| Tower Bridge Advisors | 12,670 | $2.83M | 0.26% | −50.0% | Reduced |
| Landscape Capital Management, L.L.C. | 12,676 | $2.83M | 0.18% | +12,676 | New |
| Red Cedar Investment Management, LLC | 12,685 | $2.84M | 0.27% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 12,686 | $2.84M | 0.03% | −701−5.2% | Reduced |
| MUFG Securities EMEA plc | 12,693 | $2.84M | 0.03% | −640−4.8% | Reduced |
| Evolve Private Wealth, LLC | 12,750 | $2.85M | 0.17% | −3,004−19.1% | Reduced |
| Adell Harriman & Carpenter Inc | 12,948 | $2.90M | 0.15% | +55+0.4% | Added |
| Cim, LLC | 12,949 | $2.90M | 0.37% | +355+2.8% | Added |
| Hudson Canyon Capital Management | 12,985 | $2.90M | 1.55% | −436−3.2% | Reduced |
| Fortem Financial Group, LLC | 13,108 | $2.93M | 0.60% | +97+0.7% | Added |
| Plato Investment Management Ltd | 13,239 | $2.94M | 0.17% | +556+4.4% | Added |
| Cunning Capital Partners, LP | 13,189 | $2.95M | 1.19% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 13,215 | $2.96M | 0.02% | +523+4.1% | Added |
| Wellington Shields Capital Management, LLC | 13,465 | $3.01M | 0.38% | +1,810+15.5% | Added |
| DoubleLine ETF Adviser LP | 13,659 | $3.05M | 1.26% | −1,780−11.5% | Reduced |
| Foundations Investment Advisors, LLC | 13,745 | $3.07M | 0.03% | −123−0.9% | Reduced |
| Walleye Trading LLC | 13,868 | $3.10M | 0.04% | +7,219+108.6% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 14,000 | $3.13M | 0.21% | +121+0.9% | Added |
| Park Avenue Securities LLC | 14,024 | $3.14M | 0.02% | −5,550−28.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 14,225 | $3.18M | 0.03% | +3,492+32.5% | Added |
| Miracle Mile Advisors, LLC | 14,271 | $3.19M | 0.04% | −12−0.1% | Reduced |
| Tocqueville Asset Management L.P. | 14,314 | $3.20M | 0.04% | −24−0.2% | Reduced |
| Stamos Capital Partners, L.P. | 14,332 | $3.21M | 0.49% | +123+0.9% | Added |
| Financial Management Network Inc | 14,095 | $3.22M | 0.46% | +19+0.1% | Added |
| Inspire Trust Co, N.A. | 14,500 | $3.24M | 0.45% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 14,506 | $3.24M | 0.02% | +248+1.7% | Added |
| Burney Co | 14,554 | $3.26M | 0.09% | −6,878−32.1% | Reduced |
| CAPROCK Group, Inc. | 14,559 | $3.26M | 0.06% | +1,432+10.9% | Added |
| United Capital Financial Advisers, LLC | 14,809 | $3.31M | 0.02% | +277+1.9% | Added |
| Kingsview Wealth Management, LLC | 14,835 | $3.32M | 0.04% | −31,959−68.3% | Reduced |
| Cresset Asset Management, LLC | 14,867 | $3.33M | 0.01% | +1,806+13.8% | Added |
| Man Group plc | 15,116 | $3.38M | 0.01% | −50,932−77.1% | Reduced |
| Whittier Trust Co | 15,038 | $3.38M | 0.03% | +4,546+43.3% | Added |
| Canada Post Corp Registered Pension Plan | 15,216 | $3.40M | 0.12% | −558−3.5% | Reduced |
| GeoWealth Management, LLC | 15,222 | $3.40M | 0.11% | −4,402−22.4% | Reduced |
| Lodestone Wealth Management LLC | 15,262 | $3.41M | 1.21% | −146−0.9% | Reduced |
| Braeburn Wealth Management LLC | 15,271 | $3.42M | 1.47% | 00.0% | Unchanged |
| Agf Management Ltd | 15,313 | $3.42M | 0.01% | +2,251+17.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 15,401 | $3.44M | 0.08% | +2,670+21.0% | Added |
| Squarepoint Ops LLC | 15,419 | $3.45M | 0.01% | +6,774+78.4% | Added |
| Alpine Woods Capital Investors, LLC | 15,515 | $3.47M | 0.78% | −955−5.8% | Reduced |
| Summit Financial, LLC | 15,554 | $3.48M | 0.04% | −50−0.3% | Reduced |
| Slagle Financial, LLC | 15,690 | $3.51M | 1.05% | +663+4.4% | Added |
| AG2R la Mondiale Gestion D'Actifs | 15,781 | $3.53M | 0.13% | +892+6.0% | Added |
| RSM US Wealth Management LLC | 15,799 | $3.53M | 0.04% | −384−2.4% | Reduced |
| iA Global Asset Management Inc. | 15,880 | $3.55M | 0.04% | −363−2.2% | Reduced |
| New Insight Wealth Advisors | 16,025 | $3.58M | 1.06% | −1,743−9.8% | Reduced |
| New Mexico Educational Retirement Board | 16,195 | $3.62M | 0.09% | +1,100+7.3% | Added |
| U S Wealth Group, LLC. | 16,406 | $3.67M | 2.20% | +1,458+9.8% | Added |
| Louisiana State Employees Retirement System | 16,600 | $3.71M | 0.06% | 00.0% | Unchanged |
| Spirit of America Management Corp | 16,850 | $3.77M | 0.71% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 17,156 | $3.84M | 0.05% | +1,141+7.1% | Added |
| Maryland State Retirement & Pension System | 17,242 | $3.86M | 0.07% | +917+5.6% | Added |
| Abn Amro Investment Solutions | 17,252 | $3.86M | 0.03% | +4,699+37.4% | Added |
| Lido Advisors, LLC | 17,334 | $3.88M | 0.01% | −83−0.5% | Reduced |
| LDR Capital Management LLC | 17,706 | $3.96M | 4.57% | +7,845+79.6% | Added |
| Equitable Holdings, Inc. | 17,874 | $4.00M | 0.02% | −1,339−7.0% | Reduced |
| Hartford Investment Management Co | 17,907 | $4.00M | 0.11% | −610−3.3% | Reduced |
| Fifth Third Bancorp | 18,161 | $4.06M | 0.01% | −475−2.5% | Reduced |
| TCG Advisory Services, LLC | 18,165 | $4.06M | 0.07% | +2,781+18.1% | Added |
| Allworth Financial LP | 18,256 | $4.08M | 0.02% | −1,353−6.9% | Reduced |
| Woodline Partners LP | 18,496 | $4.14M | 0.01% | +5,763+45.3% | Added |
| Quadrature Capital Ltd | 18,601 | $4.16M | 0.04% | +18,601 | New |
| Modern Wealth Management, LLC | 18,640 | $4.17M | 0.05% | +1,145+6.5% | Added |
| Simplex Trading, LLC | 18,677 | $4.18M | 0.11% | +17,809+2,051.7% | Added |
| Blair William & Co | 18,882 | $4.22M | 0.01% | −144−0.8% | Reduced |
| Alps Advisors Inc | 19,019 | $4.25M | 0.02% | +19,019 | New |
| Federated Hermes, Inc. | 19,217 | $4.30M | 0.01% | −4,970−20.5% | Reduced |
| Atria Investments LLC | 19,324 | $4.32M | 0.04% | −1,653−7.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 19,456 | $4.35M | 0.04% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 19,537 | $4.38M | 0.06% | −497−2.5% | Reduced |
| Peapack Gladstone Financial Corp | 19,727 | $4.41M | 0.05% | +127+0.6% | Added |
| BDF-Gestion | 13,502 | $4.43M | 1.32% | −1,519−10.1% | Reduced |
| Pensionfund Sabic | 20,006 | $4.47M | 4.78% | 00.0% | Unchanged |
| Benson Wealth Management INC | 20,448 | $4.57M | 4.60% | −1,645−7.4% | Reduced |
| Kentucky Retirement Systems | 20,453 | $4.57M | 0.11% | −5,168−20.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 20,489 | $4.58M | 0.33% | −360−1.7% | Reduced |
| MidFirst Bank | 20,529 | $4.59M | 0.33% | +191+0.9% | Added |
| McGinn Investment Management, Inc. | 21,012 | $4.70M | 2.86% | −200−0.9% | Reduced |
| Yarbrough Capital, LLC | 21,500 | $4.81M | 0.14% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 21,963 | $4.91M | 0.03% | +9,418+75.1% | Added |
| Vertrix Wealth Management, LLC | 21,972 | $4.91M | 1.65% | −1,363−5.8% | Reduced |
| SAM Advisors, LLC | 22,371 | $5.00M | 1.37% | +355+1.6% | Added |