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 |
|---|---|---|---|---|---|
| LGT Group Foundation | 89,562 | $20.0M | 0.23% | +5,437+6.5% | Added |
| O'Shaughnessy Asset Management, LLC | 88,924 | $19.9M | 0.09% | +1,038+1.2% | Added |
| Empowered Funds, LLC | 88,615 | $19.8M | 0.10% | −10,631−10.7% | Reduced |
| CI Private Wealth, LLC | 87,140 | $19.5M | 0.03% | +34,112+64.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 85,566 | $19.1M | 0.04% | +3,568+4.4% | Added |
| Wealthfront Advisers LLC | 85,468 | $19.1M | 0.04% | +9,481+12.5% | Added |
| MML Investors Services, LLC | 85,095 | $19.0M | 0.04% | −1,433−1.7% | Reduced |
| Adams Diversified Equity Fund, Inc. | 83,900 | $18.8M | 0.57% | +48,000+133.7% | Added |
| Glenmede Trust Co NA | 83,657 | $18.7M | 0.08% | −2,255−2.6% | Reduced |
| D. E. Shaw & Co., Inc. | 83,220 | $18.6M | 0.01% | +35,905+75.9% | Added |
| Payden & Rygel | 83,110 | $18.6M | 1.43% | +6,060+7.9% | Added |
| Capital International Inc | 82,243 | $18.4M | 0.13% | 00.0% | Unchanged |
| Andra AP-fonden | 81,662 | $18.3M | 0.21% | −19,900−19.6% | Reduced |
| Varma Mutual Pension Insurance Co | 81,349 | $18.2M | 0.10% | −1,500−1.8% | Reduced |
| Exchange Traded Concepts, LLC | 80,965 | $18.1M | 0.09% | +4,084+5.3% | Added |
| Knights of Columbus Asset Advisors LLC | 80,270 | $18.0M | 0.90% | +26,412+49.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 78,215 | $17.5M | 0.14% | +34,223+77.8% | Added |
| CIBC Asset Management Inc | 77,081 | $17.2M | 0.04% | −1,092−1.4% | Reduced |
| Zurich Insurance Group Ltd | 76,322 | $17.1M | 0.12% | −1,803−2.3% | Reduced |
| Pinebridge Investments LLC | 75,844 | $17.0M | 0.14% | −5,880−7.2% | Reduced |
| UniSuper Management Pty Ltd | 75,316 | $16.8M | 0.09% | −20,699−21.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 74,943 | $16.8M | 0.05% | +4,186+5.9% | Added |
| DnB Asset Management AS | 74,435 | $16.6M | 0.05% | +1,060+1.4% | Added |
| USS Investment Management Ltd | 71,751 | $16.1M | 0.06% | +4,367+6.5% | Added |
| Cetera Investment Advisers | 71,444 | $16.0M | 0.01% | +716+1.0% | Added |
| Amalgamated Bank | 70,181 | $15.7M | 0.11% | +8,287+13.4% | Added |
| Vestcor Inc | 70,107 | $15.7M | 0.39% | −910−1.3% | Reduced |
| Biondo Investment Advisors, LLC | 70,055 | $15.7M | 1.92% | −970−1.4% | Reduced |
| Huntington National Bank | 69,733 | $15.6M | 0.08% | +1,686+2.5% | Added |
| Edgemoor Investment Advisors, Inc. | 69,083 | $15.5M | 1.05% | −493−0.7% | Reduced |
| Banco Santander, S.A. | 69,035 | $15.4M | 0.10% | −4,331−5.9% | Reduced |
| Independent Advisor Alliance | 68,672 | $15.4M | 0.36% | −482−0.7% | Reduced |
| La Banque Postale Asset Management SA | 67,735 | $15.1M | 0.15% | −24,451−26.5% | Reduced |
| Advisor Group Holdings, Inc. | 66,136 | $14.8M | 0.02% | +8,302+14.4% | Added |
| ProShare Advisors LLC | 65,416 | $14.6M | 0.02% | +2,216+3.5% | Added |
| US Bancorp | 61,820 | $13.8M | 0.02% | +2,207+3.7% | Added |
| Union Bancaire Privee, UBP SA | 60,400 | $13.7M | 0.21% | +3,538+6.2% | Added |
| Staley Capital Advisers Inc | 58,800 | $13.2M | 0.51% | −300−0.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 58,274 | $13.0M | 0.02% | −194,152−76.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 57,597 | $12.9M | 0.31% | −3,360−5.5% | Reduced |
| Edgestream Partners, L.P. | 56,724 | $12.7M | 0.38% | +34,295+152.9% | Added |
| Commonwealth Equity Services, LLC | 56,117 | $12.6M | 0.02% | −1,513−2.6% | Reduced |
| M&T Bank Corp | 55,897 | $12.5M | 0.04% | −3,897−6.5% | Reduced |
| JustInvest LLC | 54,950 | $12.3M | 0.10% | +493+0.9% | Added |
| CWM Advisors, LLC | 54,819 | $12.3M | 0.50% | +6,325+13.0% | Added |
| Rakuten Investment Management, Inc. | 53,072 | $12.1M | 0.03% | +4,745+9.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 53,446 | $12.0M | 0.05% | +3,747+7.5% | Added |
| New Age Alpha Advisors, LLC | 52,528 | $11.7M | 0.50% | −358−0.7% | Reduced |
| Simplicity Wealth,LLC | 51,964 | $11.6M | 0.39% | +49,702+2,197.3% | Added |
| Ethic Inc. | 51,724 | $11.6M | 0.14% | −4,604−8.2% | Reduced |
| Erste Asset Management GmbH | 50,487 | $11.5M | 0.09% | +36,255+254.7% | Added |
| QRG Capital Management, Inc. | 50,462 | $11.3M | 0.09% | −72,171−58.9% | Reduced |
| Mackenzie Financial Corp | 50,404 | $11.3M | 0.01% | +675+1.4% | Added |
| Allianz SE | 50,289 | $11.2M | 0.12% | +110.0% | Added |
| GSI Capital Advisors LLC | 50,181 | $11.2M | 5.29% | +6,795+15.7% | Added |
| Davis Selected Advisers | 49,318 | $11.0M | 0.05% | −1,140−2.3% | Reduced |
| Nicholas Investment Partners, LP | 49,290 | $11.0M | 0.62% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 48,722 | $10.9M | 0.07% | +3,726+8.3% | Added |
| Utah Retirement Systems | 48,526 | $10.9M | 0.10% | −4,139−7.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 48,285 | $10.8M | 0.08% | −1,580−3.2% | Reduced |
| Bogart Wealth, LLC | 47,489 | $10.6M | 0.36% | +1,225+2.6% | Added |
| Chilton Capital Management LLC | 46,999 | $10.5M | 0.33% | +40,249+596.3% | Added |
| Pathstone Holdings, LLC | 45,942 | $10.3M | 0.03% | +474+1.0% | Added |
| Cerity Partners LLC | 46,135 | $10.3M | 0.01% | −11,358−19.8% | Reduced |
| Swiss Life Asset Management Ltd | 45,651 | $10.2M | 0.04% | −35,911−44.0% | Reduced |
| Sterling Capital Management LLC | 45,605 | $10.2M | 0.17% | +755+1.7% | Added |
| Yousif Capital Management, LLC | 45,515 | $10.2M | 0.11% | +750+1.7% | Added |
| Allstate Corp | 45,410 | $10.2M | 0.10% | −2,627−5.5% | Reduced |
| New York Life Investment Management LLC | 45,202 | $10.1M | 0.07% | −130.0% | Reduced |
| Kestra Advisory Services, LLC | 45,013 | $10.1M | 0.03% | +1,378+3.2% | Added |
| Nomura Holdings Inc | 44,750 | $10.0M | 0.04% | +27,997+167.1% | Added |
| Toroso Investments, LLC | 44,563 | $9.97M | 0.02% | −4,113−8.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 43,912 | $9.85M | 0.03% | +11,152+34.0% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 44,038 | $9.85M | 0.08% | −850−1.9% | Reduced |
| LGT Fund Management Co Ltd. | 43,863 | $9.81M | 0.41% | −5,458−11.1% | Reduced |
| Nordea Investment Management AB | 43,250 | $9.71M | 0.01% | +8,806+25.6% | Added |
| L & S Advisors Inc | 43,268 | $9.68M | 1.00% | +43,268 | New |
| Waters Parkerson & Co., LLC | 42,965 | $9.61M | 0.47% | −620−1.4% | Reduced |
| Loomis Sayles & Co L P | 42,831 | $9.58M | 0.01% | +5,224+13.9% | Added |
| AIA Group Ltd | 42,805 | $9.57M | 0.12% | +6,805+18.9% | Added |
| Beacon Pointe Advisors, LLC | 42,639 | $9.54M | 0.04% | +1,153+2.8% | Added |
| Bank of Nova Scotia | 42,586 | $9.52M | 0.01% | −15,379−26.5% | Reduced |
| Triasima Portfolio Management inc. | 42,583 | $9.52M | 1.29% | +11,190+35.6% | Added |
| Verition Fund Management LLC | 42,578 | $9.52M | 0.07% | −21,558−33.6% | Reduced |
| Pensionfund DSM Netherlands | 42,508 | $9.51M | 4.89% | 00.0% | Unchanged |
| Truist Financial Corp | 41,651 | $9.32M | 0.01% | +1,249+3.1% | Added |
| Greystone Financial Group, LLC | 40,276 | $9.01M | 2.52% | −1,719−4.1% | Reduced |
| Public Employees Retirement Association of Colorado | 39,978 | $8.94M | 0.03% | −1,432−3.5% | Reduced |
| Oregon Public Employees Retirement Fund | 39,879 | $8.92M | 0.10% | +2,649+7.1% | Added |
| Prudential PLC | 39,161 | $8.76M | 0.06% | −1,257−3.1% | Reduced |
| Everett Harris & Co | 38,548 | $8.62M | 0.11% | −755−1.9% | Reduced |
| ASR Vermogensbeheer N.V. | 38,485 | $8.61M | 0.09% | −4,793−11.1% | Reduced |
| Alpha Omega Wealth Management LLC | 37,982 | $8.49M | 1.29% | −1,852−4.6% | Reduced |
| Change Path, LLC | 37,883 | $8.47M | 0.18% | +6,808+21.9% | Added |
| Winslow Asset Management Inc | 37,634 | $8.42M | 1.46% | −1,175−3.0% | Reduced |
| GWM Advisors LLC | 36,812 | $8.23M | 0.02% | +305+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 36,671 | $8.20M | 0.00% | +308+0.8% | Added |
| Westpac Banking Corp | 36,666 | $8.20M | 0.50% | +21,206+137.2% | Added |
| Rafferty Asset Management, LLC | 36,523 | $8.17M | 0.02% | +8,732+31.4% | Added |
| Elo Mutual Pension Insurance Co | 36,216 | $8.10M | 0.10% | +36,216 | New |