Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
No open-market purchases or sales by Simon Property Group Inc. insiders were filed in the last 90 days; 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 |
|---|---|---|---|---|---|
| Turtle Creek Wealth Advisors, LLC | 3,677 | $823.3K | 0.04% | +733+24.9% | Added |
| Prime Capital Investment Advisors, LLC | 3,692 | $825.6K | 0.01% | −37−1.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,694 | $826.2K | 0.05% | −135−3.5% | Reduced |
| Mather Group, LLC. | 3,712 | $830.1K | 0.01% | +206+5.9% | Added |
| GTS Securities LLC | 3,726 | $833.3K | 0.02% | −1,762−32.1% | Reduced |
| RS Crum Inc. | 3,726 | $833.3K | 0.16% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 3,728 | $833.8K | 0.04% | −863−18.8% | Reduced |
| Two Sigma Securities, LLC | 3,756 | $840.0K | 0.07% | −427−10.2% | Reduced |
| Tobias Financial Advisors, Inc. | 3,811 | $852.3K | 0.11% | +30+0.8% | Added |
| Adams Wealth Management | 3,811 | $852.3K | 0.16% | +440+13.1% | Added |
| Strathmore Capital Advisors, Inc. | 3,808 | $863.6K | 0.23% | −190−4.8% | Reduced |
| Manske Wealth Management | 3,911 | $874.8K | 0.22% | −74−1.9% | Reduced |
| Brighton Jones LLC | 3,970 | $887.9K | 0.02% | −63−1.6% | Reduced |
| Beacon Investment Advisors LLC | 3,976 | $889.2K | 0.28% | +16+0.4% | Added |
| Sumitomo Life Insurance Co | 3,997 | $893.9K | 0.01% | −230−5.4% | Reduced |
| Merrion Investment Management Co, LLC | 4,000 | $894.6K | 0.42% | +1,000+33.3% | Added |
| Alteri Wealth LLC | 4,001 | $894.9K | 0.25% | +120+3.1% | Added |
| Future Financial Wealth Managment LLC | 4,023 | $905.9K | 0.56% | +6+0.1% | Added |
| Pensionmark Financial Group, LLC | 4,789 | $906.3K | 0.02% | −190−3.8% | Reduced |
| Purkiss Capital Advisors LLC | 4,054 | $906.7K | 0.35% | +199+5.2% | Added |
| Candriam Luxembourg S.C.A. | 4,066 | $908.5K | 0.00% | −7,769−65.6% | Reduced |
| CFM Wealth Partners LLC | 4,069 | $910.0K | 0.12% | +9+0.2% | Added |
| Dorsey & Whitney Trust CO LLC | 4,086 | $913.8K | 0.04% | −34−0.8% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 4,134 | $924.6K | 0.35% | +4,134 | New |
| Premier Path Wealth Partners, LLC | 4,201 | $939.5K | 0.11% | +241+6.1% | Added |
| Advisors Capital Management, LLC | 4,201 | $939.8K | 0.01% | +176+4.4% | Added |
| Insigneo Advisory Services, LLC | 4,207 | $941.0K | 0.04% | −106−2.5% | Reduced |
| Inspire Advisors, LLC | 4,211 | $941.2K | 0.07% | +287+7.3% | Added |
| Michels Family Financial, LLC | 4,215 | $942.6K | 0.60% | +41+1.0% | Added |
| VestGen Advisors, LLC | 4,232 | $946.6K | 0.03% | −260−5.8% | Reduced |
| Fox Run Management, L.L.C. | 4,252 | $951.0K | 0.16% | +4,252 | New |
| Monetary Management Group Inc | 4,325 | $967.3K | 0.20% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 4,239 | $971.5K | 0.06% | +886+26.4% | Added |
| GF Fund Management Co. Ltd. | 4,349 | $972.7K | 0.01% | −586−11.9% | Reduced |
| BTG Pactual Asset Management US LLC | 4,370 | $977.4K | 0.07% | +4,370 | New |
| Pekin Hardy Strauss, Inc. | 4,371 | $977.6K | 0.09% | −50−1.1% | Reduced |
| GKV Capital Management Co., Inc. | 4,391 | $982.0K | 0.32% | +571+14.9% | Added |
| Investors Research Corp | 4,431 | $991.0K | 0.18% | +141+3.3% | Added |
| Gilman Hill Asset Management, LLC | 4,447 | $994.6K | 0.14% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,451 | $995.7K | 0.03% | +4+0.1% | Added |
| Wedbush Securities Inc | 4,492 | $1.00M | 0.03% | −880−16.4% | Reduced |
| Gateway Investment Advisers LLC | 4,531 | $1.01M | 0.01% | +224+5.2% | Added |
| Regal Investment Advisors LLC | 4,531 | $1.01M | 0.05% | −80−1.7% | Reduced |
| Savvy Advisors, Inc. | 4,558 | $1.02M | 0.02% | +19+0.4% | Added |
| Bradley Foster & Sargent Inc | 4,579 | $1.02M | 0.01% | −128−2.7% | Reduced |
| TBH Global Asset Management, LLC | 4,585 | $1.03M | 0.19% | −202−4.2% | Reduced |
| Sargent Investment Group, LLC | 4,628 | $1.04M | 0.12% | +117+2.6% | Added |
| Veridan Wealth LLC | 4,664 | $1.04M | 0.36% | +46+1.0% | Added |
| Trust Co of Vermont | 4,674 | $1.05M | 0.04% | +4,674 | New |
| Ellevest, Inc. | 4,686 | $1.05M | 0.12% | −370−7.3% | Reduced |
| Checchi Capital Advisers, LLC | 4,720 | $1.06M | 0.07% | +30+0.6% | Added |
| Strategic Blueprint, LLC | 4,723 | $1.06M | 0.05% | +841+21.7% | Added |
| Clough Capital Partners L P | 4,800 | $1.07M | 0.09% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 4,811 | $1.08M | 0.02% | +81+1.7% | Added |
| Chesley Taft & Associates LLC | 4,865 | $1.09M | 0.04% | +275+6.0% | Added |
| Radnor Capital Management, LLC | 4,937 | $1.10M | 0.16% | −150−2.9% | Reduced |
| Sagespring Wealth Partners, LLC | 4,971 | $1.11M | 0.02% | +683+15.9% | Added |
| Ballentine Partners, LLC | 4,986 | $1.12M | 0.01% | +60+1.2% | Added |
| American Assets Inc | 5,000 | $1.12M | 0.34% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 5,009 | $1.12M | 0.03% | −928−15.6% | Reduced |
| Oppenheimer Asset Management Inc. | 5,010 | $1.12M | 0.01% | +19+0.4% | Added |
| Schonfeld Strategic Advisors LLC | 5,015 | $1.12M | 0.01% | −12,282−71.0% | Reduced |
| TrueWealth Advisors, LLC | 5,060 | $1.13M | 0.26% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4,974 | $1.13M | 0.04% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 5,084 | $1.14M | 0.25% | +498+10.9% | Added |
| Custom Index Systems, LLC | 5,120 | $1.15M | 0.41% | −172−3.3% | Reduced |
| Applied Finance Capital Management, LLC | 5,150 | $1.15M | 0.09% | +482+10.3% | Added |
| KG&L Capital Management,LLC | 5,161 | $1.15M | 0.69% | −1,400−21.3% | Reduced |
| Money Concepts Capital Corp | 5,198 | $1.16M | 0.05% | +5,198 | New |
| Gabelli Funds LLC | 5,250 | $1.17M | 0.01% | −400−7.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $1.18M | 0.01% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 5,292 | $1.18M | 0.37% | +37+0.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,297 | $1.18M | 0.07% | +605+12.9% | Added |
| Diversify Wealth Management, LLC | 5,240 | $1.21M | 0.02% | −6,229−54.3% | Reduced |
| Diversify Advisory Services, LLC | 5,240 | $1.21M | 0.02% | +5,240 | New |
| J.W. Cole Advisors, Inc. | 5,445 | $1.22M | 0.02% | +5,445 | New |
| Fifth Third Wealth Advisors LLC | 5,543 | $1.24M | 0.03% | +336+6.5% | Added |
| Benjamin Edwards Inc | 5,579 | $1.25M | 0.01% | −1,283−18.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 5,596 | $1.25M | 0.04% | +5,596 | New |
| Vontobel Holding Ltd. | 5,645 | $1.26M | 0.00% | −2,472−30.5% | Reduced |
| White Pine Capital LLC | 5,659 | $1.27M | 0.30% | −30−0.5% | Reduced |
| Nwam LLC | 5,662 | $1.27M | 0.06% | −33−0.6% | Reduced |
| AE Wealth Management LLC | 5,670 | $1.27M | 0.01% | +1,640+40.7% | Added |
| Parallel Advisors, LLC | 5,702 | $1.28M | 0.02% | +271+5.0% | Added |
| Independent Financial Group, LLC | 5,725 | $1.28M | 0.02% | +9+0.2% | Added |
| Marshall Financial Group LLC | 5,769 | $1.29M | 0.19% | +14+0.2% | Added |
| Adams Asset Advisors, LLC | 5,789 | $1.29M | 0.15% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 5,809 | $1.30M | 0.47% | −79−1.3% | Reduced |
| Stevens Capital Management LP | 5,877 | $1.31M | 0.32% | −3,127−34.7% | Reduced |
| Everhart Financial Group, Inc. | 5,990 | $1.34M | 0.09% | −142−2.3% | Reduced |
| Tower Research Capital LLC (TRC) | 5,995 | $1.34M | 0.03% | −6,264−51.1% | Reduced |
| Secured Retirement Advisors, LLC | 6,084 | $1.36M | 0.70% | −38−0.6% | Reduced |
| Atomi Financial Group, Inc. | 6,118 | $1.37M | 0.04% | +768+14.4% | Added |
| Evergreen Capital Management LLC | 6,185 | $1.38M | 0.02% | −993−13.8% | Reduced |
| Chung Wu Investment Group, LLC | 6,200 | $1.39M | 0.91% | −1,250−16.8% | Reduced |
| Solidarilty Wealth, LLC | 6,210 | $1.39M | 0.24% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 6,216 | $1.39M | 0.05% | +6,216 | New |
| Axxcess Wealth Management, LLC | 6,216 | $1.39M | 0.02% | +6,216 | New |
| one8zero8, LLC | 6,224 | $1.39M | 0.28% | −248−3.8% | Reduced |
| Wellington Shields & Co., LLC | 6,224 | $1.39M | 0.31% | −400−6.0% | Reduced |