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 |
|---|---|---|---|---|---|
| Cabot Wealth Management Inc | 1,745 | $390.3K | 0.04% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1,758 | $393.2K | 0.24% | +1,758 | New |
| Knightsbridge Asset Management, LLC | 1,769 | $395.5K | 0.05% | +137+8.4% | Added |
| Embree Financial Group | 1,774 | $396.8K | 0.04% | +54+3.1% | Added |
| Whalerock Point Partners, LLC | 1,776 | $397.2K | 0.07% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 1,802 | $399.9K | 0.20% | +3+0.2% | Added |
| Fort Sheridan Advisors LLC | 1,789 | $400.1K | 0.04% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,792 | $400.8K | 0.02% | +10+0.6% | Added |
| Viewpoint Investment Partners Corp | 1,800 | $402.6K | 0.14% | +1,800 | New |
| IFG Advisory, LLC | 1,800 | $402.7K | 0.01% | +1,800 | New |
| Intrust Bank NA | 1,805 | $403.7K | 0.03% | −47−2.5% | Reduced |
| Catalyst Financial Partners LLC | 1,807 | $404.1K | 0.04% | +103+6.0% | Added |
| Huntleigh Advisors, Inc. | 1,815 | $405.9K | 0.06% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 1,818 | $406.6K | 0.00% | −2,493−57.8% | Reduced |
| AlphaGrep UK Ltd | 1,819 | $406.8K | 0.12% | −700−27.8% | Reduced |
| 180 Wealth Advisors, LLC | 1,834 | $410.2K | 0.04% | −40−2.1% | Reduced |
| LRI Investments, LLC | 1,835 | $410.5K | 0.03% | −38−2.0% | Reduced |
| American Assets Investment Management, LLC | 7,500 | $412.1K | 0.02% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 1,864 | $417.0K | 0.01% | +108+6.2% | Added |
| Castle Rock Wealth Management, LLC | 1,877 | $418.6K | 0.08% | +2+0.1% | Added |
| Resonant Capital Advisors, LLC | 1,873 | $418.9K | 0.02% | +90+5.0% | Added |
| Mogy Joel R Investment Counsel Inc | 1,875 | $419.3K | 0.02% | −450−19.4% | Reduced |
| First National Bank | 1,878 | $420.0K | 0.17% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,878 | $420.0K | 0.02% | +641+51.8% | Added |
| Penserra Capital Management LLC | 1,891 | $422.0K | 0.00% | +49+2.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,890 | $422.7K | 0.12% | +140+8.0% | Added |
| Phocas Financial Corp. | 1,891 | $422.9K | 0.06% | −402−17.5% | Reduced |
| Groupama Asset Managment | 1,894 | $423.6K | 0.01% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 1,894 | $423.6K | 0.10% | +502+36.1% | Added |
| Prosperity Consulting Group, LLC | 1,896 | $424.0K | 0.02% | +283+17.5% | Added |
| Regent Peak Wealth Advisors LLC | 1,898 | $424.5K | 0.08% | +41+2.2% | Added |
| North Star Investment Management Corp. | 1,899 | $424.7K | 0.02% | +2+0.1% | Added |
| Guardian Partners Inc. | 1,917 | $428.7K | 0.04% | −42−2.1% | Reduced |
| Fulton Bank, N.A. | 1,928 | $431.2K | 0.01% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,929 | $431.4K | 0.01% | +51+2.7% | Added |
| O'Rourke & Company, Inc | 1,937 | $433.4K | 0.15% | +9+0.5% | Added |
| Bragg Financial Advisors, Inc | 1,943 | $434.6K | 0.01% | −334−14.7% | Reduced |
| Modera Wealth Management, LLC | 1,967 | $439.9K | 0.00% | +32+1.7% | Added |
| Ofi Invest Asset Management | 2,285 | $447.0K | 0.00% | +78+3.5% | Added |
| Whittier Trust Co of Nevada Inc | 1,971 | $447.8K | 0.01% | +30+1.5% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,003 | $447.9K | 0.01% | −48−2.3% | Reduced |
| Diversified Trust Co | 2,005 | $448.4K | 0.01% | −462−18.7% | Reduced |
| Hilltop Holdings Inc. | 2,014 | $450.4K | 0.04% | −237−10.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,017 | $451.1K | 0.10% | +1,140+130.0% | Added |
| Baker Avenue Asset Management, LP | 2,025 | $453.0K | 0.01% | +728+56.1% | Added |
| S-Bank Fund Management Ltd | 2,034 | $454.9K | 0.06% | +217+11.9% | Added |
| Optas, LLC | 2,036 | $455.4K | 0.06% | +120+6.3% | Added |
| Boston Private Wealth LLC | 2,037 | $455.5K | 0.03% | +10+0.5% | Added |
| Sompo Asset Management Co., Ltd. | 2,040 | $456.2K | 0.07% | +340+20.0% | Added |
| Birch Financial Group, LLC | 2,047 | $457.8K | 0.24% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,065 | $461.9K | 0.07% | +167+8.8% | Added |
| Banque Cantonale Vaudoise | 2,069 | $462.0K | 0.02% | −1,201−36.7% | Reduced |
| Providence First Trust Co | 2,076 | $464.2K | 0.13% | +632+43.8% | Added |
| Wesbanco Bank Inc | 2,076 | $464.3K | 0.01% | −30−1.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,077 | $464.4K | 0.05% | −58−2.7% | Reduced |
| Rockland Trust Co | 2,078 | $464.7K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,079 | $465.2K | 0.03% | +2+0.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 2,080 | $465.2K | 0.12% | −130−5.9% | Reduced |
| Samalin Investment Counsel, LLC | 2,080 | $465.3K | 0.15% | −151−6.8% | Reduced |
| Howard Capital Management Inc. | 2,098 | $469.2K | 0.01% | +956+83.7% | Added |
| Picton Mahoney Asset Management | 2,104 | $470.6K | 0.00% | +2,104 | New |
| Mariner, LLC | 2,119 | $472.3K | 0.00% | −57,360−96.4% | Reduced |
| Titleist Asset Management, LLC | 2,132 | $476.9K | 0.03% | −48−2.2% | Reduced |
| Nabity-Jensen Investment Management Inc | 2,141 | $478.8K | 0.29% | −15−0.7% | Reduced |
| Deseret Mutual Benefit Administrators | 2,144 | $479.5K | 0.16% | −336−13.5% | Reduced |
| Bryn Mawr Trust Co | 2,162 | $483.5K | 0.01% | −71−3.2% | Reduced |
| Inceptionr LLC | 2,171 | $485.5K | 0.12% | +2,171 | New |
| V-Square Quantitative Management LLC | 2,194 | $490.7K | 0.05% | +175+8.7% | Added |
| Kaizen Financial Strategies | 2,215 | $493.8K | 0.20% | +119+5.7% | Added |
| Summit Global Investments | 2,210 | $494.0K | 0.03% | −1,765−44.4% | Reduced |
| CX Institutional | 2,217 | $496.0K | 0.01% | +312+16.4% | Added |
| National Asset Management, Inc. | 2,186 | $497.5K | 0.03% | −270−11.0% | Reduced |
| Ghe, LLC | 2,226 | $497.8K | 0.19% | −115−4.9% | Reduced |
| Avidian Wealth Solutions, LLC | 2,234 | $499.6K | 0.01% | +175+8.5% | Added |
| LMR Partners LLP | 2,237 | $500.3K | 0.00% | −12,485−84.8% | Reduced |
| Montecito Bank & Trust | 2,239 | $500.8K | 0.07% | +420+23.1% | Added |
| Chesapeake Asset Management LLC | 7,200 | $504.0K | 0.39% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 2,254 | $504.7K | 0.01% | +281+14.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,261 | $505.7K | 0.05% | −5−0.2% | Reduced |
| AlphaCore Capital LLC | 2,262 | $506.0K | 0.01% | +2,262 | New |
| PFG Investments, LLC | 2,271 | $507.9K | 0.02% | −70−3.0% | Reduced |
| Prestige Wealth Management Group LLC | 2,272 | $508.1K | 0.09% | −1,935−46.0% | Reduced |
| Home Federal Bank of Tennessee | 2,275 | $508.8K | 0.11% | +1,050+85.7% | Added |
| Monument Capital Management | 2,284 | $510.9K | 0.10% | −1,022−30.9% | Reduced |
| Rossmore Private Capital | 2,300 | $514.4K | 0.04% | −100−4.2% | Reduced |
| Carmel Capital Partners, LLC | 2,322 | $519.3K | 0.17% | −46−1.9% | Reduced |
| Blueshift Asset Management, LLC | 2,347 | $524.9K | 0.12% | +2,347 | New |
| Affinity Wealth Management LLC | 2,357 | $527.1K | 0.07% | −15−0.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,375 | $531.1K | 0.01% | −27−1.1% | Reduced |
| EP Wealth Advisors, LLC | 2,381 | $532.6K | 0.00% | +497+26.4% | Added |
| Silverleafe Capital Partners, LLC | 2,400 | $536.8K | 0.15% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,401 | $537.0K | 0.07% | −11−0.5% | Reduced |
| Stephens Inc | 2,415 | $540.2K | 0.01% | −130−5.1% | Reduced |
| Tradition Wealth Management, LLC | 2,419 | $541.0K | 0.03% | +312+14.8% | Added |
| VELA Investment Management, LLC | 2,480 | $554.7K | 0.14% | −225−8.3% | Reduced |
| Lederer & Associates Investment Counsel | 2,487 | $556.0K | 0.37% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,494 | $557.8K | 0.13% | −207−7.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,501 | $559.3K | 0.03% | −26−1.0% | Reduced |
| Sage Investment Advisers LLC | 2,505 | $560.2K | 0.38% | +5+0.2% | Added |
| EverSource Wealth Advisors, LLC | 2,505 | $560.2K | 0.02% | −698−21.8% | Reduced |