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 |
|---|---|---|---|---|---|
| Omers Administration Corp | 22,686 | $5.07M | 0.03% | +2,254+11.0% | Added |
| Saudi Central Bank | 22,739 | $5.09M | 0.07% | +10,689+88.7% | Added |
| Fiduciary Group LLC | 22,977 | $5.14M | 0.40% | −138−0.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 23,172 | $5.18M | 0.01% | −10,143−30.4% | Reduced |
| Adviser Investments LLC | 23,228 | $5.19M | 0.05% | −590−2.5% | Reduced |
| Venture Visionary Partners LLC | 23,393 | $5.23M | 0.15% | −294−1.2% | Reduced |
| Vident Advisory, LLC | 23,699 | $5.30M | 0.04% | +849+3.7% | Added |
| Teachers Retirement System of the State of Kentucky | 24,010 | $5.37M | 0.04% | 00.0% | Unchanged |
| Brookstone Capital Management | 24,049 | $5.38M | 0.05% | +494+2.1% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 24,102 | $5.39M | 0.26% | 00.0% | Unchanged |
| Commerce Bank | 24,420 | $5.46M | 0.02% | +4,819+24.6% | Added |
| Horizon Investments, LLC | 24,731 | $5.53M | 0.06% | +2,265+10.1% | Added |
| Bruni J V & Co | 24,746 | $5.53M | 0.51% | −1,729−6.5% | Reduced |
| Gulf International Bank (UK) Ltd | 24,793 | $5.54M | 0.11% | −475−1.9% | Reduced |
| Private Advisor Group, LLC | 24,932 | $5.58M | 0.03% | +36+0.1% | Added |
| Easterly Investment Partners LLC | 25,144 | $5.62M | 0.29% | −25,656−50.5% | Reduced |
| Mizuho Securities USA LLC | 25,388 | $5.68M | 0.09% | +5,727+29.1% | Added |
| Pacer Advisors, Inc. | 25,557 | $5.72M | 0.01% | +9,292+57.1% | Added |
| Cornerstone Wealth Group, LLC | 25,619 | $5.73M | 0.34% | −2,111−7.6% | Reduced |
| Integrated Advisors Network LLC | 26,341 | $5.89M | 0.27% | −310−1.2% | Reduced |
| Captrust Financial Advisors | 26,663 | $5.96M | 0.01% | −733−2.7% | Reduced |
| Lazard Asset Management LLC | 26,823 | $6.00M | 0.01% | −317,812−92.2% | Reduced |
| Hamilton Capital Partners Inc. | 26,893 | $6.01M | 0.17% | −179−0.7% | Reduced |
| Ci Investments Inc. | 27,122 | $6.07M | 0.02% | +1,209+4.7% | Added |
| Groupe la Francaise | 27,311 | $6.11M | 0.08% | −18,665−40.6% | Reduced |
| Advisory Services Network, LLC | 27,383 | $6.12M | 0.07% | +4,451+19.4% | Added |
| Ibex Wealth Advisors | 27,525 | $6.16M | 0.48% | +27,525 | New |
| Truvestments Capital LLC | 27,655 | $6.18M | 0.92% | +88+0.3% | Added |
| Soltis Investment Advisors LLC | 27,851 | $6.23M | 0.36% | +1,516+5.8% | Added |
| Oppenheimer & Co Inc | 28,124 | $6.29M | 0.07% | +20+0.1% | Added |
| Susquehanna International Group, LLP | 28,430 | $6.36M | 0.01% | −29,202−50.7% | Reduced |
| Avanza Fonder AB | 28,440 | $6.36M | 0.14% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 28,555 | $6.39M | 1.83% | −970−3.3% | Reduced |
| Vanderbilt University | 28,808 | $6.44M | 0.88% | −95−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,811 | $6.44M | 0.01% | +298+1.0% | Added |
| TD Waterhouse Canada Inc. | 29,031 | $6.47M | 0.02% | +24,215+502.8% | Added |
| Crossmark Global Holdings, Inc. | 29,299 | $6.55M | 0.09% | +257+0.9% | Added |
| Summit Trail Advisors, LLC | 29,339 | $6.56M | 0.08% | −940−3.1% | Reduced |
| Legacy Financial Independent Advisors LLC | 29,621 | $6.62M | 3.12% | +385+1.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 29,688 | $6.64M | 0.11% | −267,001−90.0% | Reduced |
| Baird Financial Group, Inc. | 30,096 | $6.73M | 0.01% | −8,356−21.7% | Reduced |
| Edgar Lomax Co | 30,265 | $6.77M | 0.51% | −2,770−8.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 30,303 | $6.78M | 0.05% | −11,100−26.8% | Reduced |
| Los Angeles Capital Management LLC | 30,369 | $6.79M | 0.02% | +28,212+1,307.9% | Added |
| Waterloo Capital, L.P. | 30,885 | $6.91M | 0.39% | +2,648+9.4% | Added |
| Lighthouse Investment Partners, LLC | 31,195 | $6.98M | 0.22% | +31,195 | New |
| Concurrent Investment Advisors, LLC | 31,582 | $7.06M | 0.06% | −487−1.5% | Reduced |
| Brown Advisory Inc | 31,614 | $7.07M | 0.01% | +1,232+4.1% | Added |
| Jamison Private Wealth Management, Inc. | 32,788 | $7.33M | 0.76% | +2,412+7.9% | Added |
| D.A. Davidson & Co. | 32,906 | $7.36M | 0.04% | +60+0.2% | Added |
| Investment Management Corp of Ontario | 32,948 | $7.37M | 0.09% | +1,882+6.1% | Added |
| Sheets Smith Wealth Management | 33,264 | $7.44M | 0.74% | −630−1.9% | Reduced |
| Naviter Wealth, LLC | 33,283 | $7.44M | 0.68% | +6,072+22.3% | Added |
| Del-Sette Capital Management, LLC | 33,467 | $7.48M | 4.37% | +13,242+65.5% | Added |
| Mutual of America Capital Management LLC | 33,482 | $7.49M | 0.07% | −1,108−3.2% | Reduced |
| Fred Alger Management, LLC | 33,013 | $7.59M | 0.03% | −68−0.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 34,013 | $7.61M | 0.01% | −25,553−42.9% | Reduced |
| Prana Capital Management, LP | 34,270 | $7.66M | 0.23% | −98,725−74.2% | Reduced |
| Norinchukin Bank, The | 34,503 | $7.72M | 0.08% | −755−2.1% | Reduced |
| Sanctuary Advisors, LLC | 34,761 | $7.77M | 0.04% | +228+0.7% | Added |
| Oliver Luxxe Assets LLC | 34,797 | $7.78M | 1.15% | −5,294−13.2% | Reduced |
| OP Asset Management Ltd | 35,092 | $7.85M | 0.08% | +2,522+7.7% | Added |
| MAI Capital Management | 36,103 | $8.07M | 0.03% | +1,219+3.5% | Added |
| Elo Mutual Pension Insurance Co | 36,216 | $8.10M | 0.10% | +36,216 | New |
| Rafferty Asset Management, LLC | 36,523 | $8.17M | 0.02% | +8,732+31.4% | Added |
| Westpac Banking Corp | 36,666 | $8.20M | 0.50% | +21,206+137.2% | Added |
| Northwestern Mutual Wealth Management Co | 36,671 | $8.20M | 0.00% | +308+0.8% | Added |
| GWM Advisors LLC | 36,812 | $8.23M | 0.02% | +305+0.8% | Added |
| Winslow Asset Management Inc | 37,634 | $8.42M | 1.46% | −1,175−3.0% | Reduced |
| Change Path, LLC | 37,883 | $8.47M | 0.18% | +6,808+21.9% | Added |
| Alpha Omega Wealth Management LLC | 37,982 | $8.49M | 1.29% | −1,852−4.6% | Reduced |
| ASR Vermogensbeheer N.V. | 38,485 | $8.61M | 0.09% | −4,793−11.1% | Reduced |
| Everett Harris & Co | 38,548 | $8.62M | 0.11% | −755−1.9% | Reduced |
| Prudential PLC | 39,161 | $8.76M | 0.06% | −1,257−3.1% | Reduced |
| Oregon Public Employees Retirement Fund | 39,879 | $8.92M | 0.10% | +2,649+7.1% | Added |
| Public Employees Retirement Association of Colorado | 39,978 | $8.94M | 0.03% | −1,432−3.5% | Reduced |
| Greystone Financial Group, LLC | 40,276 | $9.01M | 2.52% | −1,719−4.1% | Reduced |
| Truist Financial Corp | 41,651 | $9.32M | 0.01% | +1,249+3.1% | Added |
| Pensionfund DSM Netherlands | 42,508 | $9.51M | 4.89% | 00.0% | Unchanged |
| Verition Fund Management LLC | 42,578 | $9.52M | 0.07% | −21,558−33.6% | Reduced |
| Triasima Portfolio Management inc. | 42,583 | $9.52M | 1.29% | +11,190+35.6% | Added |
| Bank of Nova Scotia | 42,586 | $9.52M | 0.01% | −15,379−26.5% | Reduced |
| Beacon Pointe Advisors, LLC | 42,639 | $9.54M | 0.04% | +1,153+2.8% | Added |
| AIA Group Ltd | 42,805 | $9.57M | 0.12% | +6,805+18.9% | Added |
| Loomis Sayles & Co L P | 42,831 | $9.58M | 0.01% | +5,224+13.9% | Added |
| Waters Parkerson & Co., LLC | 42,965 | $9.61M | 0.47% | −620−1.4% | Reduced |
| L & S Advisors Inc | 43,268 | $9.68M | 1.00% | +43,268 | New |
| Nordea Investment Management AB | 43,250 | $9.71M | 0.01% | +8,806+25.6% | Added |
| LGT Fund Management Co Ltd. | 43,863 | $9.81M | 0.41% | −5,458−11.1% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 44,038 | $9.85M | 0.08% | −850−1.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 43,912 | $9.85M | 0.03% | +11,152+34.0% | Added |
| Toroso Investments, LLC | 44,563 | $9.97M | 0.02% | −4,113−8.4% | Reduced |
| Nomura Holdings Inc | 44,750 | $10.0M | 0.04% | +27,997+167.1% | Added |
| Kestra Advisory Services, LLC | 45,013 | $10.1M | 0.03% | +1,378+3.2% | Added |
| New York Life Investment Management LLC | 45,202 | $10.1M | 0.07% | −130.0% | Reduced |
| Allstate Corp | 45,410 | $10.2M | 0.10% | −2,627−5.5% | Reduced |
| Yousif Capital Management, LLC | 45,515 | $10.2M | 0.11% | +750+1.7% | Added |
| Sterling Capital Management LLC | 45,605 | $10.2M | 0.17% | +755+1.7% | Added |
| Swiss Life Asset Management Ltd | 45,651 | $10.2M | 0.04% | −35,911−44.0% | Reduced |
| Cerity Partners LLC | 46,135 | $10.3M | 0.01% | −11,358−19.8% | Reduced |