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, 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 |
|---|---|---|---|---|---|
| Horizon Financial Services, LLC | 54 | $12.1K | 0.00% | +13+31.7% | Added |
| IMG Wealth Management, Inc. | 54 | $12.1K | 0.01% | +16+42.1% | Added |
| LOM Asset Management Ltd | 55 | $12.3K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 55 | $12.4K | 0.00% | −14−20.3% | Reduced |
| Strategic Advocates LLC | 57 | $12.7K | 0.05% | −11−16.2% | Reduced |
| Frazier Financial Advisors, LLC | 58 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 59 | $13.2K | 0.00% | +28+90.3% | Added |
| Institute for Wealth Management, LLC. | 60 | $13.4K | 0.00% | +60 | New |
| Financial Consulate, Inc | 61 | $13.7K | 0.00% | +2+3.4% | Added |
| Financial Life Planners | 62 | $13.9K | 0.01% | +1+1.6% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 64 | $14.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 66 | $14.8K | 0.01% | +13+24.5% | Added |
| Noble Wealth Management PBC | 67 | $15.0K | 0.01% | +3+4.7% | Added |
| Orion Capital Management LLC | 69 | $15.4K | 0.00% | +1+1.5% | Added |
| West Branch Capital LLC | 69 | $15.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 69 | $15.4K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 69 | $15.4K | 0.01% | +21+43.8% | Added |
| 1 North Wealth Services LLC | 69 | $15.4K | 0.01% | +69 | New |
| Wall Street Access Asset Management, LLC | 71 | $15.9K | 0.00% | +19+36.5% | Added |
| Rossby Financial, LCC | 72 | $16.1K | 0.00% | −1−1.4% | Reduced |
| Hollencrest Capital Management | 72 | $16.1K | 0.00% | +1+1.4% | Added |
| Atlas Capital Advisors LLC | 73 | $16.3K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 75 | $16.8K | 0.02% | +1+1.4% | Added |
| Center for Financial Planning, Inc. | 76 | $17.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 76 | $17.0K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 77 | $17.2K | 0.01% | −3−3.8% | Reduced |
| Westfuller Advisors, LLC | 78 | $17.4K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 79 | $17.7K | 0.00% | −35−30.7% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 80 | $17.8K | 0.01% | +80 | New |
| Pinnacle Bancorp, Inc. | 80 | $17.9K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 80 | $17.9K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 82 | $18.3K | 0.00% | −111−57.5% | Reduced |
| Abound Wealth Management | 84 | $18.7K | 0.00% | −44−34.4% | Reduced |
| Covestor Ltd | 83 | $19.0K | 0.01% | −2−2.4% | Reduced |
| Westend Capital Management, LLC | 87 | $19.5K | 0.00% | −1−1.1% | Reduced |
| Financial Management Professionals, Inc. | 98 | $21.9K | 0.00% | +2+2.1% | Added |
| Pacific Center for Financial Services | 99 | $22.1K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $22.4K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $22.4K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 100 | $22.4K | 0.00% | 00.0% | Unchanged |
| Bayban | 100 | $22.4K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $22.4K | 0.00% | +97+3,233.3% | Added |
| Westside Investment Management, Inc. | 102 | $22.8K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 102 | $22.8K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 103 | $23.2K | 0.00% | +51+98.1% | Added |
| American National Bank | 104 | $23.3K | 0.00% | +78+300.0% | Added |
| Ares Financial Consulting, LLC | 107 | $23.9K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 109 | $24.4K | 0.00% | −8−6.8% | Reduced |
| Prosperity Bancshares Inc | 111 | $24.8K | 0.02% | +111 | New |
| LifeSteps Financial, Inc. | 111 | $24.8K | 0.01% | +111 | New |
| High Note Wealth, LLC | 114 | $25.5K | 0.00% | +13+12.9% | Added |
| UMA Financial Services, Inc. | 114 | $25.5K | 0.00% | +27+31.0% | Added |
| JPL Wealth Management, LLC | 117 | $26.2K | 0.01% | +25+27.2% | Added |
| Ancora Advisors, LLC | 120 | $26.8K | 0.00% | −543−81.9% | Reduced |
| Napier Financial, LLC | 125 | $28.0K | 0.01% | −1−0.8% | Reduced |
| Avion Wealth | 129 | $28.0K | 0.01% | +20+18.3% | Added |
| Cornerstone Planning Group LLC | 127 | $28.8K | 0.00% | −12−8.6% | Reduced |
| Kemnay Advisory Services Inc. | 131 | $29.3K | 0.00% | +6+4.8% | Added |
| Cape Investment Advisory, Inc. | 132 | $29.6K | 0.01% | +132 | New |
| Anchor Bay Capital, Inc. | 137 | $30.2K | 0.02% | +137 | New |
| Barnes Dennig Private Wealth Management LLC | 140 | $31.3K | 0.03% | +38+37.3% | Added |
| Hughes Financial Services, LLC | 141 | $31.5K | 0.00% | +15+11.9% | Added |
| Osbon Capital Management LLC | 145 | $32.4K | 0.03% | +54+59.3% | Added |
| Highline Wealth Partners LLC | 147 | $32.8K | 0.01% | +70+90.9% | Added |
| Boyd Watterson Asset Management LLC | 150 | $33.5K | 0.01% | 00.0% | Unchanged |
| McDonald Partners LLC | 150 | $33.5K | 0.01% | +150 | New |
| Action Point Financial Planning, LLC | 156 | $34.4K | 0.00% | +156 | New |
| Arlington Trust Co LLC | 154 | $34.4K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 155 | $34.7K | 0.00% | −8−4.9% | Reduced |
| True Wealth Design, LLC | 156 | $34.9K | 0.01% | +13+9.1% | Added |
| West Paces Advisors Inc. | 157 | $35.1K | 0.01% | +157 | New |
| Essential Partners LLC | 161 | $36.0K | 0.02% | −96−37.4% | Reduced |
| AdvisorNet Financial, Inc | 173 | $38.7K | 0.00% | −57−24.8% | Reduced |
| N.E.W. Advisory Services LLC | 174 | $38.9K | 0.00% | +134+335.0% | Added |
| WPG Advisers, LLC | 181 | $40.5K | 0.02% | +52+40.3% | Added |
| GW&K Investment Management, LLC | 182 | $41.0K | 0.00% | −4−2.2% | Reduced |
| Flagship Wealth Advisors, LLC | 184 | $41.2K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 186 | $41.5K | 0.01% | +2+1.1% | Added |
| Dogwood Wealth Management LLC | 192 | $42.9K | 0.02% | +21+12.3% | Added |
| Bruce G. Allen Investments, LLC | 193 | $43.2K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 200 | $44.7K | 0.00% | +200 | New |
| Burnham & Co LLC | 200 | $44.7K | 0.04% | +200 | New |
| Key Capital Management, INC | 202 | $45.2K | 0.02% | −26−11.4% | Reduced |
| Trust Co of Toledo NA | 207 | $46.3K | 0.00% | +52+33.5% | Added |
| Salomon & Ludwin, LLC | 210 | $46.8K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 210 | $47.0K | 0.03% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 210 | $47.4K | 0.01% | +118+128.3% | Added |
| Aventura Private Wealth, LLC | 213 | $47.6K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 225 | $50.3K | 0.00% | −119−34.6% | Reduced |
| Wilkerson Advisory Group LLC | 227 | $50.8K | 0.02% | +24+11.8% | Added |
| DT Investment Partners, LLC | 228 | $51.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 230 | $51.4K | 0.01% | +3+1.3% | Added |
| SHP Wealth Management | 232 | $51.8K | 0.00% | +10+4.5% | Added |
| Bell Investment Advisors, Inc | 237 | $53.0K | 0.01% | −1−0.4% | Reduced |
| Trust Co | 241 | $53.9K | 0.00% | −27−10.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 245 | $54.8K | 0.00% | +18+7.9% | Added |
| MV Capital Management, Inc. | 260 | $58.1K | 0.01% | +1+0.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 266 | $59.5K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 269 | $60.2K | 0.00% | +269 | New |
| Blume Capital Management, Inc. | 270 | $60.4K | 0.01% | 00.0% | Unchanged |