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 |
|---|---|---|---|---|---|
| Manchester Financial Inc | 2,511 | $561.6K | 0.10% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 2,512 | $561.8K | 0.11% | −417−14.2% | Reduced |
| Aprio Wealth Management, LLC | 2,512 | $561.8K | 0.03% | +538+27.3% | Added |
| Gables Capital Management Inc. | 2,515 | $562.5K | 0.20% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 2,525 | $564.7K | 0.11% | +25+1.0% | Added |
| Fidelis Capital Partners, LLC | 2,525 | $564.7K | 0.03% | +15+0.6% | Added |
| Asset Planning,Inc | 2,535 | $567.0K | 0.37% | 00.0% | Unchanged |
| Weiss Asset Management LP | 2,554 | $571.2K | 0.01% | −148,627−98.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,554 | $571.2K | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,563 | $571.8K | 0.03% | −5−0.2% | Reduced |
| Schnieders Capital Management, LLC. | 2,577 | $576.3K | 0.08% | 00.0% | Unchanged |
| Wright Investors Service Inc | 2,588 | $578.8K | 0.16% | −1,862−41.8% | Reduced |
| First National Bank Sioux Falls | 2,891 | $582.1K | 0.16% | 00.0% | Unchanged |
| Excelsior Advisor Network LLC | 2,606 | $582.7K | 0.08% | +2,606 | New |
| Intrua Financial, LLC | 2,606 | $582.8K | 0.06% | +646+33.0% | Added |
| Wealthcare Advisory Partners LLC | 2,608 | $583.3K | 0.01% | −139−5.1% | Reduced |
| Childress Capital Advisors, LLC | 2,610 | $583.6K | 0.10% | −92−3.4% | Reduced |
| Crestwood Advisors Group LLC | 2,629 | $587.9K | 0.01% | +655+33.2% | Added |
| Lazari Capital Management, Inc. | 2,638 | $589.9K | 0.18% | +10.0% | Added |
| American Investment Services, Inc. | 2,656 | $594.0K | 0.13% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,700 | $602.1K | 0.04% | +19+0.7% | Added |
| William Allan, LLC | 2,707 | $605.4K | 0.30% | +5+0.2% | Added |
| Resources Investment Advisors, LLC. | 2,710 | $606.1K | 0.01% | −3,208−54.2% | Reduced |
| WealthBridge Capital Management, LLC | 2,712 | $606.6K | 0.12% | −61−2.2% | Reduced |
| HBK Sorce Advisory LLC | 2,709 | $608.9K | 0.01% | −319−10.5% | Reduced |
| Pinnacle Financial Partners, Inc. | 2,770 | $619.7K | 0.00% | −65−2.3% | Reduced |
| Lantern Wealth Advisors, LLC | 2,775 | $620.6K | 0.28% | +100+3.7% | Added |
| Magnolia Capital Advisors LLC | 2,813 | $629.2K | 0.11% | −15−0.5% | Reduced |
| Daymark Wealth Partners, LLC | 2,835 | $634.0K | 0.02% | −133−4.5% | Reduced |
| Oxford Financial Group Ltd | 2,838 | $634.6K | 0.03% | −179−5.9% | Reduced |
| Element Wealth, LLC | 2,839 | $635.1K | 0.24% | +17+0.6% | Added |
| KCM Investment Advisors LLC | 2,846 | $636.5K | 0.02% | +2,846 | New |
| Impact Partnership Wealth, LLC | 2,847 | $636.8K | 0.06% | +2,847 | New |
| IHT Wealth Management, LLC | 2,857 | $638.9K | 0.01% | −1,021−26.3% | Reduced |
| Krane Funds Advisors LLC | 2,871 | $642.1K | 0.02% | −121−4.0% | Reduced |
| McMahon Financial Advisors, LLC | 2,919 | $652.8K | 0.11% | +6+0.2% | Added |
| Tritonpoint Wealth, LLC | 2,922 | $653.5K | 0.06% | −216−6.9% | Reduced |
| Rehmann Capital Advisory Group | 2,940 | $657.6K | 0.03% | +615+26.5% | Added |
| Ascent Group, LLC | 2,942 | $658.0K | 0.02% | +185+6.7% | Added |
| Market Street Wealth Management Advisors LLC | 2,952 | $660.2K | 0.09% | +4+0.1% | Added |
| Pallas Capital Advisors LLC | 2,960 | $661.9K | 0.02% | −714−19.4% | Reduced |
| Nilsine Partners, LLC | 2,967 | $663.6K | 0.05% | +36+1.2% | Added |
| Westover Capital Advisors, LLC | 3,000 | $671.0K | 0.11% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 3,000 | $671.0K | 0.07% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 3,002 | $671.4K | 0.00% | −134,652−97.8% | Reduced |
| Mission Wealth Management, LP | 3,007 | $672.5K | 0.01% | +3,007 | New |
| New England Research & Management, Inc. | 3,010 | $673.2K | 0.26% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,023 | $676.2K | 0.01% | +867+40.2% | Added |
| Coppell Advisory Solutions LLC | 5,603 | $677.6K | 0.20% | +5,603 | New |
| Cigna Investments Inc | 3,042 | $681.0K | 0.09% | −42−1.4% | Reduced |
| Argentarii, LLC | 3,109 | $682.6K | 0.21% | +10.0% | Added |
| Cheviot Value Management, LLC | 3,065 | $685.5K | 0.07% | 00.0% | Unchanged |
| Index Technologies Group LLC | 3,081 | $689.1K | 0.55% | −149−4.6% | Reduced |
| Great Valley Advisor Group, Inc. | 3,094 | $692.4K | 0.01% | −402−11.5% | Reduced |
| First Dallas Securities Inc. | 3,100 | $693.3K | 0.23% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 3,100 | $693.3K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 3,102 | $694.3K | 0.10% | +170+5.8% | Added |
| Gryphon Financial Partners LLC | 3,114 | $696.4K | 0.06% | +317+11.3% | Added |
| TritonPoint Partners, LLC | 3,127 | $699.4K | 0.06% | +3,127 | New |
| Mutual Advisors, LLC | 3,130 | $700.0K | 0.01% | +148+5.0% | Added |
| TownSquare Capital, LLC | 3,152 | $704.9K | 0.13% | +189+6.4% | Added |
| Ameritas Investment Partners, Inc. | 3,195 | $714.6K | 0.02% | −127−3.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,196 | $714.8K | 0.09% | +2,529+379.2% | Added |
| WealthTrust Axiom LLC | 3,200 | $715.7K | 0.16% | 00.0% | Unchanged |
| Welch Group, LLC | 3,215 | $719.1K | 0.02% | +95+3.0% | Added |
| Reuter James Wealth Management, LLC | 3,225 | $721.3K | 0.10% | 00.0% | Unchanged |
| Journey Retirement Planning & Investment Management LLC | 3,227 | $721.8K | 0.56% | +390+13.7% | Added |
| NorthCrest Asset Manangement, LLC | 3,308 | $726.7K | 0.02% | +1,987+150.4% | Added |
| Rexford Capital Inc | 3,280 | $733.6K | 0.45% | +84+2.6% | Added |
| Golden Reserve Retirement LLC | 3,296 | $737.2K | 0.12% | +3,296 | New |
| CWA Asset Management Group, LLC | 3,314 | $741.2K | 0.02% | +533+19.2% | Added |
| Joel Isaacson & Co., LLC | 3,316 | $741.6K | 0.02% | 00.0% | Unchanged |
| Saturna Capital CORP | 3,250 | $745.5K | 0.01% | +3,250 | New |
| Profund Advisors LLC | 3,358 | $751.0K | 0.02% | −44−1.3% | Reduced |
| JDM Financial Group LLC | 3,370 | $753.6K | 0.26% | +9+0.3% | Added |
| Yoffe Investment Management, LLC | 3,383 | $756.6K | 0.87% | 00.0% | Unchanged |
| Western Financial Corp | 3,397 | $759.7K | 0.22% | −51−1.5% | Reduced |
| United Advisor Group, LLC | 3,400 | $760.4K | 0.08% | −6−0.2% | Reduced |
| Chicago Partners Investment Group LLC | 3,387 | $762.7K | 0.02% | +880+35.1% | Added |
| Capital Investment Advisors, LLC | 3,421 | $765.1K | 0.01% | +191+5.9% | Added |
| Larson Financial Group LLC | 3,430 | $767.0K | 0.02% | +429+14.3% | Added |
| Proficio Capital Partners LLC | 3,483 | $779.0K | 0.03% | +2,136+158.6% | Added |
| PCM Encore, LLC | 3,500 | $782.7K | 0.14% | +23+0.7% | Added |
| L2 Asset Management, LLC | 3,508 | $784.7K | 0.08% | −302−7.9% | Reduced |
| IFP Advisors, Inc | 3,512 | $785.5K | 0.01% | +681+24.1% | Added |
| Schulhoff & Co Inc | 3,531 | $789.7K | 0.32% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,562 | $796.7K | 0.03% | −40−1.1% | Reduced |
| Ninety One UK Ltd | 3,566 | $797.5K | 0.00% | −584−14.1% | Reduced |
| Autumn Glory Partners, LLC | 3,585 | $801.8K | 0.23% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 3,586 | $802.0K | 0.02% | +650+22.1% | Added |
| Aspiriant, LLC | 3,597 | $804.5K | 0.02% | +205+6.0% | Added |
| Advisors Asset Management, Inc. | 3,610 | $807.4K | 0.01% | −3,943−52.2% | Reduced |
| Bearing Point Capital, LLC | 3,622 | $810.1K | 0.11% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,624 | $810.5K | 0.02% | +34+0.9% | Added |
| GWN Securities Inc. | 3,628 | $811.5K | 0.14% | −263−6.8% | Reduced |
| Fisher Asset Management, LLC | 3,641 | $814.4K | 0.00% | +1,000+37.9% | Added |
| Generali Asset Management SPA SGR | 3,647 | $815.7K | 0.01% | −6,456−63.9% | Reduced |
| Employees Retirement System of Texas | 3,657 | $818.0K | 0.01% | +3,657 | New |
| Procyon Private Wealth Partners, LLC | 3,663 | $819.2K | 0.04% | +317+9.5% | Added |
| Bernicke Wealth Management, Ltd. | 3,664 | $819.5K | 0.10% | 00.0% | Unchanged |