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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 1,525 | $341.1K | 0.02% | 00.0% | Unchanged |
| Readystate Asset Management LP | 1,520 | $339.9K | 0.01% | +1,520 | New |
| Purus Wealth Management, LLC | 1,515 | $338.9K | 0.09% | +100+7.1% | Added |
| 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 |
| Howard Capital Management Group, LLC | 1,490 | $333.2K | 0.02% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 1,482 | $331.7K | 0.00% | +694+88.1% | Added |
| Ostrum Asset Management | 1,483 | $331.7K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,479 | $330.8K | 0.01% | −8−0.5% | Reduced |
| Conning Inc. | 1,477 | $330.3K | 0.01% | −17−1.1% | Reduced |
| MRP Capital Investments, LLC | 1,475 | $329.9K | 0.24% | +25+1.7% | Added |
| Meridian Wealth Management, LLC | 1,502 | $329.6K | 0.01% | +5+0.3% | Added |
| Xxi Wealth, LLC | 1,473 | $329.4K | 0.15% | +105+7.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,467 | $328.1K | 0.06% | −1−0.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 1,466 | $327.9K | 0.11% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,463 | $327.3K | 0.01% | −96−6.2% | Reduced |
| Martingale Asset Management L P | 1,457 | $325.9K | 0.01% | −825−36.2% | Reduced |
| Massmutual Trust Co FSB | 1,456 | $325.6K | 0.01% | −6−0.4% | Reduced |
| Washington Trust Co | 1,454 | $325.2K | 0.01% | 00.0% | Unchanged |
| Promethium Advisors,llc | 1,449 | $324.1K | 0.16% | −35−2.4% | Reduced |
| Indivisible Partners | 1,449 | $324.0K | 0.02% | −4,107−73.9% | Reduced |
| Convergence Financial, LLC | 1,442 | $322.5K | 0.03% | +1,442 | New |
| Parkside Financial Bank & Trust | 1,436 | $321.2K | 0.02% | +40+2.9% | Added |
| 4WEALTH Advisors, Inc. | 1,411 | $321.1K | 0.25% | +13+0.9% | Added |
| 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 |
| Alta Wealth Advisors LLC | 1,433 | $320.5K | 0.09% | −64−4.3% | Reduced |
| Versant Capital Management, Inc | 1,412 | $315.8K | 0.03% | +66+4.9% | Added |
| Greenup Street Wealth Management LLC | 1,401 | $313.3K | 0.04% | +292+26.3% | Added |
| Barry Investment Advisors, LLC | 1,399 | $312.9K | 0.07% | −18−1.3% | Reduced |
| Militia Capital Management LLC | 1,390 | $310.9K | 0.06% | +1,390 | New |
| Vicus Capital | 1,387 | $310.1K | 0.02% | −3−0.2% | Reduced |
| MinichMacGregor Wealth Management, LLC | 1,386 | $310.0K | 0.05% | +1,386 | New |
| Alliance Wealth Advisors, LLC | 1,383 | $309.3K | 0.06% | −79−5.4% | Reduced |
| Silvercrest Asset Management Group LLC | 1,382 | $309.1K | 0.00% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,379 | $308.5K | 0.01% | +83+6.4% | Added |
| Calamos Wealth Management LLC | 1,375 | $307.5K | 0.01% | −64−4.4% | Reduced |
| Hantz Financial Services, Inc. | 1,373 | $307.0K | 0.00% | +12+0.9% | Added |
| Facet Wealth, Inc. | 1,371 | $306.6K | 0.00% | +1,371 | New |
| Cidel Asset Management Inc | 1,370 | $306.4K | 0.01% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 1,366 | $305.5K | 0.05% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,358 | $304.0K | 0.01% | −24−1.7% | Reduced |
| Accuvest Global Advisors | 1,352 | $302.0K | 0.26% | +1,352 | New |
| Silver Lake Group, L.L.C. | 1,350 | $301.9K | 0.01% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 1,347 | $301.3K | 0.10% | +44+3.4% | Added |
| Kera Capital Partners, Inc. | 1,343 | $300.4K | 0.03% | +1,343 | New |
| Salem Investment Counselors Inc | 1,339 | $299.5K | 0.01% | −28−2.0% | Reduced |
| NorthRock Partners, LLC | 1,338 | $299.3K | 0.00% | +21+1.6% | Added |
| Great Lakes Advisors, LLC | 1,334 | $298.4K | 0.00% | −19−1.4% | Reduced |
| Moors & Cabot, Inc. | 1,331 | $297.8K | 0.01% | −8−0.6% | Reduced |
| Koshinski Asset Management, Inc. | 1,319 | $295.0K | 0.02% | +6+0.5% | Added |
| MASTERINVEST Kapitalanlage GmbH | 1,310 | $293.0K | 0.03% | 00.0% | Unchanged |
| Essex Savings Bank | 1,307 | $292.3K | 0.06% | +4+0.3% | Added |
| 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 |
| Alta Advisers Ltd | 1,285 | $287.4K | 0.07% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,276 | $285.4K | 0.02% | +37+3.0% | Added |
| Logan Capital Management Inc | 1,272 | $284.5K | 0.01% | +1,272 | New |
| Defiance ETFs, LLC | 1,273 | $283.9K | 0.00% | +192+17.8% | Added |
| SlateStone Wealth, LLC | 1,259 | $282.0K | 0.02% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,254 | $280.5K | 0.07% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,250 | $279.6K | 0.09% | −44−3.4% | Reduced |
| Steel Peak Wealth Management LLC | 1,249 | $279.3K | 0.01% | +119+10.5% | Added |
| Ronald Blue Trust, Inc. | 1,247 | $278.9K | 0.00% | −120−8.8% | Reduced |
| 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 |
| Abel Hall, LLC | 1,243 | $278.0K | 0.05% | +12+1.0% | Added |
| Dover Advisors, LLC | 1,500 | $277.7K | 0.11% | +1,500 | New |
| OneAscent Family Office, LLC | 1,239 | $277.1K | 0.14% | +1,239 | New |
| Ridgewood Investments LLC | 1,238 | $276.9K | 0.10% | 00.0% | Unchanged |
| Laurel Oak Wealth Management, LLC | 1,236 | $276.4K | 0.04% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,236 | $276.3K | 0.05% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 1,235 | $276.1K | 0.06% | −450−26.7% | Reduced |
| Central Trust Co | 1,231 | $275.3K | 0.00% | +28+2.3% | Added |
| MCF Advisors LLC | 1,227 | $274.5K | 0.01% | +21+1.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,227 | $274.4K | 0.00% | +1,227 | New |
| Biltmore Wealth Management, LLC | 1,223 | $273.6K | 0.09% | +57+4.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,223 | $273.5K | 0.00% | +1,223 | New |
| Flputnam Investment Management Co | 1,219 | $272.7K | 0.00% | +36+3.0% | Added |
| Visionary Wealth Advisors | 1,218 | $272.4K | 0.01% | +10+0.8% | Added |
| GW Henssler & Associates Ltd | 1,215 | $271.7K | 0.01% | +22+1.8% | Added |
| Eurizon SLJ Capital Ltd | 1,202 | $268.8K | 0.10% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,204 | $268.5K | 0.12% | +17+1.4% | Added |
| Westbourne Investments, Inc. | 1,200 | $268.4K | 0.11% | +1,200 | New |
| Hilton Head Capital Partners, LLC | 1,199 | $268.2K | 0.14% | +3+0.3% | 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 |
| Fortis Capital Advisors, LLC | 1,192 | $266.8K | 0.03% | +26+2.2% | Added |
| Rasp Wealth Solutions, LLC | 1,192 | $266.6K | 0.09% | +1,192 | New |
| Cypress Point Wealth Management, LLC | 1,190 | $266.1K | 0.05% | +1,190 | New |
| Elyxium Wealth, LLC | 1,189 | $265.9K | 0.03% | +1,189 | New |
| Mesirow Financial Investment Management, Inc. | 1,186 | $265.3K | 0.00% | +1,186 | New |
| E Fund Management Co., Ltd. | 1,185 | $265.0K | 0.01% | −42−3.4% | Reduced |
| Black Diamond Financial, LLC | 1,175 | $262.7K | 0.02% | 00.0% | Unchanged |
| Osmosis Investment Management UK Ltd | 1,174 | $262.6K | 0.01% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 1,169 | $261.5K | 0.09% | +11+0.9% | Added |
| Synergy Financial Group, LTD | 1,169 | $261.4K | 0.19% | −360−23.5% | Reduced |
| BSW Wealth Partners | 1,167 | $261.0K | 0.03% | −748−39.1% | Reduced |
| Keel Point, LLC | 1,164 | $260.3K | 0.02% | +80+7.4% | Added |
| COFG Advisors, LLC | 1,158 | $258.9K | 0.04% | −7−0.6% | Reduced |