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 |
|---|---|---|---|---|---|
| Steel Peak Wealth Management LLC | 1,249 | $279.3K | 0.01% | +119+10.5% | Added |
| Sittner & Nelson, LLC | 1,250 | $279.6K | 0.09% | −44−3.4% | Reduced |
| EPG Wealth Management LLC | 1,254 | $280.5K | 0.07% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 1,259 | $282.0K | 0.02% | 00.0% | Unchanged |
| Defiance ETFs, LLC | 1,273 | $283.9K | 0.00% | +192+17.8% | Added |
| Logan Capital Management Inc | 1,272 | $284.5K | 0.01% | +1,272 | New |
| Cornerstone Advisory, LLC | 1,276 | $285.4K | 0.02% | +37+3.0% | Added |
| Alta Advisers Ltd | 1,285 | $287.4K | 0.07% | 00.0% | Unchanged |
| DV Trading LLC | 1,300 | $290.7K | 0.02% | +100+8.3% | Added |
| Chancellor Financial Group WB LP | 1,300 | $290.7K | 0.18% | +102+8.5% | Added |
| Essex Savings Bank | 1,307 | $292.3K | 0.06% | +4+0.3% | Added |
| MASTERINVEST Kapitalanlage GmbH | 1,310 | $293.0K | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,319 | $295.0K | 0.02% | +6+0.5% | Added |
| Moors & Cabot, Inc. | 1,331 | $297.8K | 0.01% | −8−0.6% | Reduced |
| Great Lakes Advisors, LLC | 1,334 | $298.4K | 0.00% | −19−1.4% | Reduced |
| NorthRock Partners, LLC | 1,338 | $299.3K | 0.00% | +21+1.6% | Added |
| Salem Investment Counselors Inc | 1,339 | $299.5K | 0.01% | −28−2.0% | Reduced |
| Kera Capital Partners, Inc. | 1,343 | $300.4K | 0.03% | +1,343 | New |
| SmartHarvest Portfolios, LLC | 1,347 | $301.3K | 0.10% | +44+3.4% | Added |
| Silver Lake Group, L.L.C. | 1,350 | $301.9K | 0.01% | 00.0% | Unchanged |
| Accuvest Global Advisors | 1,352 | $302.0K | 0.26% | +1,352 | New |
| Smithfield Trust Co | 1,358 | $304.0K | 0.01% | −24−1.7% | Reduced |
| LMG Wealth Partners, LLC | 1,366 | $305.5K | 0.05% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 1,370 | $306.4K | 0.01% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 1,371 | $306.6K | 0.00% | +1,371 | New |
| Hantz Financial Services, Inc. | 1,373 | $307.0K | 0.00% | +12+0.9% | Added |
| Calamos Wealth Management LLC | 1,375 | $307.5K | 0.01% | −64−4.4% | Reduced |
| Ausdal Financial Partners, Inc. | 1,379 | $308.5K | 0.01% | +83+6.4% | Added |
| Silvercrest Asset Management Group LLC | 1,382 | $309.1K | 0.00% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,383 | $309.3K | 0.06% | −79−5.4% | Reduced |
| MinichMacGregor Wealth Management, LLC | 1,386 | $310.0K | 0.05% | +1,386 | New |
| Vicus Capital | 1,387 | $310.1K | 0.02% | −3−0.2% | Reduced |
| Militia Capital Management LLC | 1,390 | $310.9K | 0.06% | +1,390 | New |
| Barry Investment Advisors, LLC | 1,399 | $312.9K | 0.07% | −18−1.3% | Reduced |
| Greenup Street Wealth Management LLC | 1,401 | $313.3K | 0.04% | +292+26.3% | Added |
| Versant Capital Management, Inc | 1,412 | $315.8K | 0.03% | +66+4.9% | Added |
| Alta Wealth Advisors LLC | 1,433 | $320.5K | 0.09% | −64−4.3% | Reduced |
| Krilogy Financial LLC | 1,434 | $320.7K | 0.01% | −47−3.2% | Reduced |
| NBC Securities, Inc. | 1,434 | $320.7K | 0.02% | −99−6.5% | Reduced |
| 4WEALTH Advisors, Inc. | 1,411 | $321.1K | 0.25% | +13+0.9% | Added |
| Parkside Financial Bank & Trust | 1,436 | $321.2K | 0.02% | +40+2.9% | Added |
| Convergence Financial, LLC | 1,442 | $322.5K | 0.03% | +1,442 | New |
| Indivisible Partners | 1,449 | $324.0K | 0.02% | −4,107−73.9% | Reduced |
| Promethium Advisors,llc | 1,449 | $324.1K | 0.16% | −35−2.4% | Reduced |
| Washington Trust Co | 1,454 | $325.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,456 | $325.6K | 0.01% | −6−0.4% | Reduced |
| Martingale Asset Management L P | 1,457 | $325.9K | 0.01% | −825−36.2% | Reduced |
| Cornerstone Wealth Management, LLC | 1,463 | $327.3K | 0.01% | −96−6.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 1,466 | $327.9K | 0.11% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,467 | $328.1K | 0.06% | −1−0.1% | Reduced |
| Xxi Wealth, LLC | 1,473 | $329.4K | 0.15% | +105+7.7% | Added |
| Meridian Wealth Management, LLC | 1,502 | $329.6K | 0.01% | +5+0.3% | Added |
| MRP Capital Investments, LLC | 1,475 | $329.9K | 0.24% | +25+1.7% | Added |
| Conning Inc. | 1,477 | $330.3K | 0.01% | −17−1.1% | Reduced |
| Simon Quick Advisors, LLC | 1,479 | $330.8K | 0.01% | −8−0.5% | Reduced |
| Ostrum Asset Management | 1,483 | $331.7K | 0.02% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 1,482 | $331.7K | 0.00% | +694+88.1% | Added |
| Howard Capital Management Group, LLC | 1,490 | $333.2K | 0.02% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,500 | $335.5K | 0.03% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,500 | $335.5K | 0.16% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 1,515 | $338.9K | 0.09% | +100+7.1% | Added |
| Readystate Asset Management LP | 1,520 | $339.9K | 0.01% | +1,520 | New |
| Jacobi Capital Management LLC | 1,525 | $341.1K | 0.02% | 00.0% | Unchanged |
| JB Capital LLC | 1,531 | $342.4K | 0.01% | +442+40.6% | Added |
| Interchange Capital Partners, LLC | 1,534 | $343.1K | 0.06% | +311+25.4% | Added |
| Miller Global Investments, LLC | 1,540 | $344.4K | 0.29% | −2−0.1% | Reduced |
| Cambient Family Office, LLC | 1,545 | $345.5K | 0.04% | +304+24.5% | Added |
| Csenge Advisory Group | 1,546 | $345.8K | 0.01% | +21+1.4% | Added |
| Heartland Bank & Trust Co | 1,553 | $347.3K | 0.07% | −13−0.8% | Reduced |
| New Republic Capital, LLC | 1,556 | $347.9K | 0.08% | +54+3.6% | Added |
| Private Trust Co NA | 1,568 | $350.7K | 0.03% | +30+2.0% | Added |
| Washington Trust Bank | 1,571 | $351.4K | 0.02% | −190−10.8% | Reduced |
| Clientfirst Wealth Management, LLC | 1,593 | $356.3K | 0.29% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,595 | $356.7K | 0.01% | −74−4.4% | Reduced |
| Strategic Financial Concepts, LLC | 1,601 | $358.0K | 0.11% | −472−22.8% | Reduced |
| BAM Wealth Management, LLC | 1,607 | $359.4K | 0.22% | +495+44.5% | Added |
| Fiduciary Trust Co | 1,626 | $363.6K | 0.00% | −8−0.5% | Reduced |
| Icon Wealth Advisors, LLC | 1,627 | $363.8K | 0.02% | +13+0.8% | Added |
| Advisors Preferred, LLC | 1,623 | $366.9K | 0.06% | −1,265−43.8% | Reduced |
| Outlook Wealth Advisors, LLC | 1,656 | $370.4K | 0.08% | 00.0% | Unchanged |
| Shelton Capital Management | 1,662 | $371.7K | 0.01% | −2,200−57.0% | Reduced |
| Cetera Trust Company, N.A | 1,665 | $372.4K | 0.19% | 00.0% | Unchanged |
| Platform Technology Partners | 1,677 | $375.1K | 0.06% | +9+0.5% | Added |
| Brady Martz Wealth Solutions, LLC | 1,680 | $375.8K | 0.06% | +93+5.9% | Added |
| Clear Street Markets LLC | 1,681 | $376.0K | 0.07% | +1,628+3,071.7% | Added |
| Keebeck Wealth Management, LLC | 1,683 | $376.4K | 0.04% | +551+48.7% | Added |
| Marest Capital, LLC | 1,686 | $377.1K | 0.19% | +1,686 | New |
| J. Team Financial, Inc. | 1,687 | $377.5K | 0.37% | −4−0.2% | Reduced |
| Ieq Capital, LLC | 1,689 | $377.8K | 0.00% | −1,036−38.0% | Reduced |
| Armis Advisers, LLC | 1,682 | $378.4K | 0.03% | +432+34.6% | Added |
| Novare Capital Management LLC | 1,693 | $378.6K | 0.03% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 1,700 | $380.2K | 0.03% | 00.0% | Unchanged |
| Breakwater Capital Group | 1,703 | $380.9K | 0.05% | −2−0.1% | Reduced |
| Augustine Asset Management Inc | 1,711 | $382.7K | 0.08% | +207+13.8% | Added |
| Gen-Wealth Partners Inc | 1,714 | $383.4K | 0.11% | −113−6.2% | Reduced |
| ZRC Wealth Management, LLC | 1,719 | $384.5K | 0.12% | +3+0.2% | Added |
| Opinicus Capital, Inc. | 1,725 | $385.9K | 0.21% | −1−0.1% | Reduced |
| Gateway Wealth Partners, LLC | 1,733 | $387.6K | 0.02% | −160−8.5% | Reduced |
| Winthrop Capital Management, LLC | 1,735 | $388.0K | 0.09% | +8+0.5% | Added |
| American State Bank (Iowa) | 1,737 | $388.5K | 0.16% | 00.0% | Unchanged |