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 |
|---|---|---|---|---|---|
| Bridgewater Advisors Inc. | 1,296 | $222.7K | 0.01% | +1,296 | New |
| Herold Advisors, Inc. | 1,000 | $223.0K | 0.04% | +1,000 | New |
| D'Orazio & Associates, Inc. | 999 | $223.4K | 0.03% | +999 | New |
| Brandywine Oak Private Wealth LLC | 1,000 | $223.7K | 0.02% | +1,000 | New |
| Atlas Private Wealth Advisors | 1,000 | $223.7K | 0.05% | +1,000 | New |
| Michael Brady & Co., LLC | 1,000 | $223.7K | 0.20% | +1,000 | New |
| Virtue Capital Management, LLC | 1,001 | $223.9K | 0.03% | +1,001 | New |
| Hodges Capital Management Inc. | 1,001 | $224.0K | 0.01% | +1,001 | New |
| Traynor Capital Management, Inc. | 1,003 | $224.4K | 0.01% | +1,003 | New |
| Summitry LLC | 1,004 | $224.5K | 0.01% | +1,004 | New |
| Morningstar Investment Management LLC | 1,205 | $224.8K | 0.01% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 1,006 | $224.9K | 0.02% | +1,006 | New |
| Barings LLC | 1,007 | $225.2K | 0.00% | +1,007 | New |
| Waddell & Associates, LLC | 1,011 | $226.1K | 0.01% | +1,011 | New |
| Woodward Diversified Capital, LLC | 1,012 | $226.3K | 0.10% | 00.0% | Unchanged |
| Rhodes Investment Advisors Inc | 1,021 | $228.3K | 0.17% | +1,021 | New |
| Essex Financial Services, Inc. | 1,022 | $228.5K | 0.01% | +1,022 | New |
| Umb Bank N A | 1,027 | $229.7K | 0.00% | +38+3.8% | Added |
| Greykasell Wealth Strategies, Inc. | 1,028 | $229.9K | 0.08% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,028 | $229.9K | 0.01% | +1,028 | New |
| Sivia Capital Partners, LLC | 1,030 | $230.4K | 0.03% | +1,030 | New |
| Simmons Bank | 1,030 | $230.4K | 0.01% | +1,030 | New |
| Gamco Investors, Inc. Et Al | 1,032 | $230.8K | 0.00% | +1,032 | New |
| Texas Bank & Trust Co | 1,034 | $231.3K | 0.08% | +1,034 | New |
| Bannerstone Capital Management, LLC | 1,035 | $231.5K | 0.19% | +1,035 | New |
| Twin Peaks Wealth Advisors, LLC | 1,037 | $231.8K | 0.05% | −13−1.2% | Reduced |
| StoneX Group Inc. | 1,039 | $232.3K | 0.01% | −239−18.7% | Reduced |
| EJMK Ventures LLC | 1,040 | $232.6K | 0.11% | −378−26.7% | Reduced |
| Nicolet Bankshares Inc | 1,046 | $233.9K | 0.01% | +1,046 | New |
| Paradigm Financial Partners, LLC | 1,047 | $234.1K | 0.02% | +1,047 | New |
| Johnson Investment Counsel Inc | 1,050 | $234.8K | 0.00% | +1,050 | New |
| Everpar Advisors LLC | 1,050 | $234.8K | 0.07% | +1,050 | New |
| Eclectic Associates Inc | 1,050 | $234.8K | 0.03% | +1,050 | New |
| Balboa Wealth Partners | 1,059 | $236.8K | 0.03% | +1,059 | New |
| TFC Financial Management | 1,061 | $237.3K | 0.03% | +5+0.5% | Added |
| Empirical Asset Management, LLC | 1,063 | $237.6K | 0.05% | +1,063 | New |
| Angeles Wealth Management, LLC | 1,064 | $238.0K | 0.01% | +1,064 | New |
| Argent Trust Co | 1,064 | $238.0K | 0.01% | −9−0.8% | Reduced |
| Harvest Fund Management Co., Ltd | 1,066 | $238.0K | 0.01% | −85−7.4% | Reduced |
| Swiss Re Ltd | 1,066 | $238.4K | 0.02% | +957+878.0% | Added |
| Centaurus Financial, Inc. | 1,068 | $239.0K | 0.01% | −21−1.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,074 | $240.1K | 0.02% | +1,074 | New |
| Camden Capital, LLC | 1,075 | $240.4K | 0.01% | +1,075 | New |
| Triumph Capital Management | 1,077 | $240.9K | 0.04% | 00.0% | Unchanged |
| BNP Paribas | 1,082 | $242.1K | 0.01% | −606−35.9% | Reduced |
| Haverford Trust Co | 1,087 | $243.1K | 0.00% | −84−7.2% | Reduced |
| Peachtree Investment Partners, LLC | 1,089 | $243.6K | 0.08% | +1,089 | New |
| Argyle Capital Partners, LLC | 1,107 | $247.6K | 0.16% | 00.0% | Unchanged |
| Axq Capital, LP | 1,107 | $247.6K | 0.03% | +1,107 | New |
| First Foundation Advisors | 1,108 | $247.8K | 0.01% | +45+4.2% | Added |
| Wealthspire Advisors, LLC | 1,117 | $249.8K | 0.00% | −107−8.7% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,119 | $250.3K | 0.06% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,119 | $250.3K | 0.11% | +52+4.9% | Added |
| Godshalk Welsh Capital Management, Inc. | 1,125 | $251.6K | 0.14% | 00.0% | Unchanged |
| Canopy Partners, LLC | 1,126 | $251.8K | 0.08% | −238−17.4% | Reduced |
| Harbour Investments, Inc. | 1,127 | $252.1K | 0.00% | −314−21.8% | Reduced |
| Ameritas Advisory Services, LLC | 1,127 | $252.1K | 0.01% | −211−15.8% | Reduced |
| NCM Capital Management, LLC | 1,136 | $254.0K | 0.08% | +3+0.3% | Added |
| Virtus ETF Advisers LLC | 1,136 | $254.1K | 0.10% | +14+1.2% | Added |
| Laffer Tengler Investments | 1,140 | $255.0K | 0.03% | +3+0.3% | Added |
| Plan A Wealth LLC | 1,149 | $256.9K | 0.11% | +1,149 | New |
| Skyline Advisors, Inc. | 1,151 | $257.3K | 0.08% | +12+1.1% | Added |
| Stock Yards Bank & Trust Co | 1,154 | $258.1K | 0.01% | +4+0.3% | Added |
| COFG Advisors, LLC | 1,158 | $258.9K | 0.04% | −7−0.6% | Reduced |
| Keel Point, LLC | 1,164 | $260.3K | 0.02% | +80+7.4% | Added |
| BSW Wealth Partners | 1,167 | $261.0K | 0.03% | −748−39.1% | Reduced |
| Synergy Financial Group, LTD | 1,169 | $261.4K | 0.19% | −360−23.5% | Reduced |
| Quad-Cities Investment Group, LLC | 1,169 | $261.5K | 0.09% | +11+0.9% | Added |
| Osmosis Investment Management UK Ltd | 1,174 | $262.6K | 0.01% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 1,175 | $262.7K | 0.02% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,185 | $265.0K | 0.01% | −42−3.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,186 | $265.3K | 0.00% | +1,186 | New |
| Elyxium Wealth, LLC | 1,189 | $265.9K | 0.03% | +1,189 | New |
| Cypress Point Wealth Management, LLC | 1,190 | $266.1K | 0.05% | +1,190 | New |
| Rasp Wealth Solutions, LLC | 1,192 | $266.6K | 0.09% | +1,192 | New |
| Fortis Capital Advisors, LLC | 1,192 | $266.8K | 0.03% | +26+2.2% | Added |
| Regions Financial Corp | 1,193 | $266.8K | 0.00% | −652−35.3% | Reduced |
| Hilltop National Bank | 1,193 | $266.8K | 0.06% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 1,199 | $268.2K | 0.14% | +3+0.3% | Added |
| Westbourne Investments, Inc. | 1,200 | $268.4K | 0.11% | +1,200 | New |
| Bullock Wealth Management Group | 1,204 | $268.5K | 0.12% | +17+1.4% | Added |
| Eurizon SLJ Capital Ltd | 1,202 | $268.8K | 0.10% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 1,215 | $271.7K | 0.01% | +22+1.8% | Added |
| Visionary Wealth Advisors | 1,218 | $272.4K | 0.01% | +10+0.8% | Added |
| Flputnam Investment Management Co | 1,219 | $272.7K | 0.00% | +36+3.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,223 | $273.5K | 0.00% | +1,223 | New |
| Biltmore Wealth Management, LLC | 1,223 | $273.6K | 0.09% | +57+4.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,227 | $274.4K | 0.00% | +1,227 | New |
| MCF Advisors LLC | 1,227 | $274.5K | 0.01% | +21+1.7% | Added |
| Central Trust Co | 1,231 | $275.3K | 0.00% | +28+2.3% | Added |
| Evernest Financial Advisors, LLC | 1,235 | $276.1K | 0.06% | −450−26.7% | Reduced |
| Basecamp Wealth Advisors LLC | 1,236 | $276.3K | 0.05% | 00.0% | Unchanged |
| Laurel Oak Wealth Management, LLC | 1,236 | $276.4K | 0.04% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,238 | $276.9K | 0.10% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 1,239 | $277.1K | 0.14% | +1,239 | New |
| Dover Advisors, LLC | 1,500 | $277.7K | 0.11% | +1,500 | New |
| Abel Hall, LLC | 1,243 | $278.0K | 0.05% | +12+1.0% | Added |
| Gross & Hartman Investments LLC | 1,246 | $278.7K | 0.12% | +1,246 | New |
| Safe Harbor Family Capital, LLC | 1,246 | $278.7K | 0.19% | +1,246 | New |
| Ronald Blue Trust, Inc. | 1,247 | $278.9K | 0.00% | −120−8.8% | Reduced |