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 |
|---|---|---|---|---|---|
| MAI Capital Management | 36,103 | $8.07M | 0.03% | +1,219+3.5% | Added |
| OP Asset Management Ltd | 35,092 | $7.85M | 0.08% | +2,522+7.7% | Added |
| Oliver Luxxe Assets LLC | 34,797 | $7.78M | 1.15% | −5,294−13.2% | Reduced |
| Sanctuary Advisors, LLC | 34,761 | $7.77M | 0.04% | +228+0.7% | Added |
| Norinchukin Bank, The | 34,503 | $7.72M | 0.08% | −755−2.1% | Reduced |
| Prana Capital Management, LP | 34,270 | $7.66M | 0.23% | −98,725−74.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 34,013 | $7.61M | 0.01% | −25,553−42.9% | Reduced |
| Fred Alger Management, LLC | 33,013 | $7.59M | 0.03% | −68−0.2% | Reduced |
| Mutual of America Capital Management LLC | 33,482 | $7.49M | 0.07% | −1,108−3.2% | Reduced |
| Del-Sette Capital Management, LLC | 33,467 | $7.48M | 4.37% | +13,242+65.5% | Added |
| Naviter Wealth, LLC | 33,283 | $7.44M | 0.68% | +6,072+22.3% | Added |
| Sheets Smith Wealth Management | 33,264 | $7.44M | 0.74% | −630−1.9% | Reduced |
| Investment Management Corp of Ontario | 32,948 | $7.37M | 0.09% | +1,882+6.1% | Added |
| D.A. Davidson & Co. | 32,906 | $7.36M | 0.04% | +60+0.2% | Added |
| Jamison Private Wealth Management, Inc. | 32,788 | $7.33M | 0.76% | +2,412+7.9% | Added |
| Brown Advisory Inc | 31,614 | $7.07M | 0.01% | +1,232+4.1% | Added |
| Concurrent Investment Advisors, LLC | 31,582 | $7.06M | 0.06% | −487−1.5% | Reduced |
| Lighthouse Investment Partners, LLC | 31,195 | $6.98M | 0.22% | +31,195 | New |
| Waterloo Capital, L.P. | 30,885 | $6.91M | 0.39% | +2,648+9.4% | Added |
| Los Angeles Capital Management LLC | 30,369 | $6.79M | 0.02% | +28,212+1,307.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 30,303 | $6.78M | 0.05% | −11,100−26.8% | Reduced |
| Edgar Lomax Co | 30,265 | $6.77M | 0.51% | −2,770−8.4% | Reduced |
| Baird Financial Group, Inc. | 30,096 | $6.73M | 0.01% | −8,356−21.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 29,688 | $6.64M | 0.11% | −267,001−90.0% | Reduced |
| Legacy Financial Independent Advisors LLC | 29,621 | $6.62M | 3.12% | +385+1.3% | Added |
| Summit Trail Advisors, LLC | 29,339 | $6.56M | 0.08% | −940−3.1% | Reduced |
| Crossmark Global Holdings, Inc. | 29,299 | $6.55M | 0.09% | +257+0.9% | Added |
| TD Waterhouse Canada Inc. | 29,031 | $6.47M | 0.02% | +24,215+502.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,811 | $6.44M | 0.01% | +298+1.0% | Added |
| Vanderbilt University | 28,808 | $6.44M | 0.88% | −95−0.3% | Reduced |
| Riverview Capital Advisers, LLC | 28,555 | $6.39M | 1.83% | −970−3.3% | Reduced |
| Avanza Fonder AB | 28,440 | $6.36M | 0.14% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 28,430 | $6.36M | 0.01% | −29,202−50.7% | Reduced |
| Oppenheimer & Co Inc | 28,124 | $6.29M | 0.07% | +20+0.1% | Added |
| Soltis Investment Advisors LLC | 27,851 | $6.23M | 0.36% | +1,516+5.8% | Added |
| Truvestments Capital LLC | 27,655 | $6.18M | 0.92% | +88+0.3% | Added |
| Ibex Wealth Advisors | 27,525 | $6.16M | 0.48% | +27,525 | New |
| Advisory Services Network, LLC | 27,383 | $6.12M | 0.07% | +4,451+19.4% | Added |
| Groupe la Francaise | 27,311 | $6.11M | 0.08% | −18,665−40.6% | Reduced |
| Ci Investments Inc. | 27,122 | $6.07M | 0.02% | +1,209+4.7% | Added |
| Hamilton Capital Partners Inc. | 26,893 | $6.01M | 0.17% | −179−0.7% | Reduced |
| Lazard Asset Management LLC | 26,823 | $6.00M | 0.01% | −317,812−92.2% | Reduced |
| Captrust Financial Advisors | 26,663 | $5.96M | 0.01% | −733−2.7% | Reduced |
| Integrated Advisors Network LLC | 26,341 | $5.89M | 0.27% | −310−1.2% | Reduced |
| Cornerstone Wealth Group, LLC | 25,619 | $5.73M | 0.34% | −2,111−7.6% | Reduced |
| Pacer Advisors, Inc. | 25,557 | $5.72M | 0.01% | +9,292+57.1% | Added |
| Mizuho Securities USA LLC | 25,388 | $5.68M | 0.09% | +5,727+29.1% | Added |
| Easterly Investment Partners LLC | 25,144 | $5.62M | 0.29% | −25,656−50.5% | Reduced |
| Private Advisor Group, LLC | 24,932 | $5.58M | 0.03% | +36+0.1% | Added |
| Gulf International Bank (UK) Ltd | 24,793 | $5.54M | 0.11% | −475−1.9% | Reduced |
| Bruni J V & Co | 24,746 | $5.53M | 0.51% | −1,729−6.5% | Reduced |
| Horizon Investments, LLC | 24,731 | $5.53M | 0.06% | +2,265+10.1% | Added |
| Commerce Bank | 24,420 | $5.46M | 0.02% | +4,819+24.6% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 24,102 | $5.39M | 0.26% | 00.0% | Unchanged |
| Brookstone Capital Management | 24,049 | $5.38M | 0.05% | +494+2.1% | Added |
| Teachers Retirement System of the State of Kentucky | 24,010 | $5.37M | 0.04% | 00.0% | Unchanged |
| Vident Advisory, LLC | 23,699 | $5.30M | 0.04% | +849+3.7% | Added |
| Venture Visionary Partners LLC | 23,393 | $5.23M | 0.15% | −294−1.2% | Reduced |
| Adviser Investments LLC | 23,228 | $5.19M | 0.05% | −590−2.5% | Reduced |
| Eurizon Capital SGR S.p.A. | 23,172 | $5.18M | 0.01% | −10,143−30.4% | Reduced |
| Fiduciary Group LLC | 22,977 | $5.14M | 0.40% | −138−0.6% | Reduced |
| Saudi Central Bank | 22,739 | $5.09M | 0.07% | +10,689+88.7% | Added |
| Omers Administration Corp | 22,686 | $5.07M | 0.03% | +2,254+11.0% | Added |
| SAM Advisors, LLC | 22,371 | $5.00M | 1.37% | +355+1.6% | Added |
| Vertrix Wealth Management, LLC | 21,972 | $4.91M | 1.65% | −1,363−5.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,963 | $4.91M | 0.03% | +9,418+75.1% | Added |
| Yarbrough Capital, LLC | 21,500 | $4.81M | 0.14% | 00.0% | Unchanged |
| McGinn Investment Management, Inc. | 21,012 | $4.70M | 2.86% | −200−0.9% | Reduced |
| MidFirst Bank | 20,529 | $4.59M | 0.33% | +191+0.9% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 20,489 | $4.58M | 0.33% | −360−1.7% | Reduced |
| Kentucky Retirement Systems | 20,453 | $4.57M | 0.11% | −5,168−20.2% | Reduced |
| Benson Wealth Management INC | 20,448 | $4.57M | 4.60% | −1,645−7.4% | Reduced |
| Pensionfund Sabic | 20,006 | $4.47M | 4.78% | 00.0% | Unchanged |
| BDF-Gestion | 13,502 | $4.43M | 1.32% | −1,519−10.1% | Reduced |
| Peapack Gladstone Financial Corp | 19,727 | $4.41M | 0.05% | +127+0.6% | Added |
| Prospera Financial Services Inc | 19,537 | $4.38M | 0.06% | −497−2.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 19,456 | $4.35M | 0.04% | 00.0% | Unchanged |
| Atria Investments LLC | 19,324 | $4.32M | 0.04% | −1,653−7.9% | Reduced |
| Federated Hermes, Inc. | 19,217 | $4.30M | 0.01% | −4,970−20.5% | Reduced |
| Alps Advisors Inc | 19,019 | $4.25M | 0.02% | +19,019 | New |
| Blair William & Co | 18,882 | $4.22M | 0.01% | −144−0.8% | Reduced |
| Simplex Trading, LLC | 18,677 | $4.18M | 0.11% | +17,809+2,051.7% | Added |
| Modern Wealth Management, LLC | 18,640 | $4.17M | 0.05% | +1,145+6.5% | Added |
| Quadrature Capital Ltd | 18,601 | $4.16M | 0.04% | +18,601 | New |
| Woodline Partners LP | 18,496 | $4.14M | 0.01% | +5,763+45.3% | Added |
| Allworth Financial LP | 18,256 | $4.08M | 0.02% | −1,353−6.9% | Reduced |
| TCG Advisory Services, LLC | 18,165 | $4.06M | 0.07% | +2,781+18.1% | Added |
| Fifth Third Bancorp | 18,161 | $4.06M | 0.01% | −475−2.5% | Reduced |
| Hartford Investment Management Co | 17,907 | $4.00M | 0.11% | −610−3.3% | Reduced |
| Equitable Holdings, Inc. | 17,874 | $4.00M | 0.02% | −1,339−7.0% | Reduced |
| LDR Capital Management LLC | 17,706 | $3.96M | 4.57% | +7,845+79.6% | Added |
| Lido Advisors, LLC | 17,334 | $3.88M | 0.01% | −83−0.5% | Reduced |
| Abn Amro Investment Solutions | 17,252 | $3.86M | 0.03% | +4,699+37.4% | Added |
| Maryland State Retirement & Pension System | 17,242 | $3.86M | 0.07% | +917+5.6% | Added |
| OpenArc Corporate Advisory, LLC | 17,156 | $3.84M | 0.05% | +1,141+7.1% | Added |
| Spirit of America Management Corp | 16,850 | $3.77M | 0.71% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 16,600 | $3.71M | 0.06% | 00.0% | Unchanged |
| U S Wealth Group, LLC. | 16,406 | $3.67M | 2.20% | +1,458+9.8% | Added |
| New Mexico Educational Retirement Board | 16,195 | $3.62M | 0.09% | +1,100+7.3% | Added |
| New Insight Wealth Advisors | 16,025 | $3.58M | 1.06% | −1,743−9.8% | Reduced |