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 |
|---|---|---|---|---|---|
| iA Global Asset Management Inc. | 15,880 | $3.55M | 0.04% | −363−2.2% | Reduced |
| RSM US Wealth Management LLC | 15,799 | $3.53M | 0.04% | −384−2.4% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 15,781 | $3.53M | 0.13% | +892+6.0% | Added |
| Slagle Financial, LLC | 15,690 | $3.51M | 1.05% | +663+4.4% | Added |
| Summit Financial, LLC | 15,554 | $3.48M | 0.04% | −50−0.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 15,515 | $3.47M | 0.78% | −955−5.8% | Reduced |
| Squarepoint Ops LLC | 15,419 | $3.45M | 0.01% | +6,774+78.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 15,401 | $3.44M | 0.08% | +2,670+21.0% | Added |
| Agf Management Ltd | 15,313 | $3.42M | 0.01% | +2,251+17.2% | Added |
| Braeburn Wealth Management LLC | 15,271 | $3.42M | 1.47% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 15,262 | $3.41M | 1.21% | −146−0.9% | Reduced |
| GeoWealth Management, LLC | 15,222 | $3.40M | 0.11% | −4,402−22.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 15,216 | $3.40M | 0.12% | −558−3.5% | Reduced |
| Whittier Trust Co | 15,038 | $3.38M | 0.03% | +4,546+43.3% | Added |
| Man Group plc | 15,116 | $3.38M | 0.01% | −50,932−77.1% | Reduced |
| Cresset Asset Management, LLC | 14,867 | $3.33M | 0.01% | +1,806+13.8% | Added |
| Kingsview Wealth Management, LLC | 14,835 | $3.32M | 0.04% | −31,959−68.3% | Reduced |
| United Capital Financial Advisers, LLC | 14,809 | $3.31M | 0.02% | +277+1.9% | Added |
| CAPROCK Group, Inc. | 14,559 | $3.26M | 0.06% | +1,432+10.9% | Added |
| Burney Co | 14,554 | $3.26M | 0.09% | −6,878−32.1% | Reduced |
| Guggenheim Capital LLC | 14,506 | $3.24M | 0.02% | +248+1.7% | Added |
| Inspire Trust Co, N.A. | 14,500 | $3.24M | 0.45% | 00.0% | Unchanged |
| Financial Management Network Inc | 14,095 | $3.22M | 0.46% | +19+0.1% | Added |
| Stamos Capital Partners, L.P. | 14,332 | $3.21M | 0.49% | +123+0.9% | Added |
| Tocqueville Asset Management L.P. | 14,314 | $3.20M | 0.04% | −24−0.2% | Reduced |
| Miracle Mile Advisors, LLC | 14,271 | $3.19M | 0.04% | −12−0.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 14,225 | $3.18M | 0.03% | +3,492+32.5% | Added |
| Park Avenue Securities LLC | 14,024 | $3.14M | 0.02% | −5,550−28.4% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 14,000 | $3.13M | 0.21% | +121+0.9% | Added |
| Walleye Trading LLC | 13,868 | $3.10M | 0.04% | +7,219+108.6% | Added |
| Foundations Investment Advisors, LLC | 13,745 | $3.07M | 0.03% | −123−0.9% | Reduced |
| DoubleLine ETF Adviser LP | 13,659 | $3.05M | 1.26% | −1,780−11.5% | Reduced |
| Wellington Shields Capital Management, LLC | 13,465 | $3.01M | 0.38% | +1,810+15.5% | Added |
| Merit Financial Group, LLC | 13,215 | $2.96M | 0.02% | +523+4.1% | Added |
| Cunning Capital Partners, LP | 13,189 | $2.95M | 1.19% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 13,239 | $2.94M | 0.17% | +556+4.4% | Added |
| Fortem Financial Group, LLC | 13,108 | $2.93M | 0.60% | +97+0.7% | Added |
| Hudson Canyon Capital Management | 12,985 | $2.90M | 1.55% | −436−3.2% | Reduced |
| Cim, LLC | 12,949 | $2.90M | 0.37% | +355+2.8% | Added |
| Adell Harriman & Carpenter Inc | 12,948 | $2.90M | 0.15% | +55+0.4% | Added |
| Evolve Private Wealth, LLC | 12,750 | $2.85M | 0.17% | −3,004−19.1% | Reduced |
| MUFG Securities EMEA plc | 12,693 | $2.84M | 0.03% | −640−4.8% | Reduced |
| Kestra Private Wealth Services, LLC | 12,686 | $2.84M | 0.03% | −701−5.2% | Reduced |
| Red Cedar Investment Management, LLC | 12,685 | $2.84M | 0.27% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 12,676 | $2.83M | 0.18% | +12,676 | New |
| Tower Bridge Advisors | 12,670 | $2.83M | 0.26% | −50.0% | Reduced |
| Assetmark, Inc | 12,566 | $2.81M | 0.00% | +808+6.9% | Added |
| Cascade Investment Group, Inc. | 12,527 | $2.80M | 1.57% | −98−0.8% | Reduced |
| Carret Asset Management, LLC | 12,203 | $2.73M | 0.24% | −450−3.6% | Reduced |
| CCM Investment Advisers LLC | 12,120 | $2.71M | 0.21% | 00.0% | Unchanged |
| Savant Capital, LLC | 13,139 | $2.71M | 0.01% | +6,572+100.1% | Added |
| M&G Plc | 12,066 | $2.70M | 0.01% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 12,082 | $2.70M | 0.35% | +19+0.2% | Added |
| TCW Group Inc | 11,952 | $2.67M | 0.02% | −1,395−10.5% | Reduced |
| BCGM Wealth Management, LLC | 11,889 | $2.66M | 0.56% | +535+4.7% | Added |
| Sequoia Financial Advisors, LLC | 11,752 | $2.63M | 0.01% | +1,974+20.2% | Added |
| Norden Group LLC | 11,504 | $2.57M | 0.21% | +671+6.2% | Added |
| Callan Family Office, LLC | 11,434 | $2.56M | 0.05% | +246+2.2% | Added |
| Tokio Marine Asset Management Co Ltd | 11,393 | $2.55M | 0.08% | +216+1.9% | Added |
| Old Port Advisors | 11,379 | $2.54M | 0.50% | +437+4.0% | Added |
| We Are One Seven, LLC | 11,311 | $2.53M | 0.04% | +310+2.8% | Added |
| Perpetual Ltd | 11,235 | $2.51M | 0.04% | +66+0.6% | Added |
| Brinker Capital Investments, LLC | 11,148 | $2.49M | 0.02% | +1,047+10.4% | Added |
| Vise Technologies, Inc. | 10,980 | $2.46M | 0.03% | +3,448+45.8% | Added |
| Redmond Asset Management, LLC | 10,940 | $2.45M | 0.61% | −645−5.6% | Reduced |
| Tema ETFs LLC | 10,838 | $2.42M | 0.08% | +1,015+10.3% | Added |
| Howland Capital Management LLC | 10,786 | $2.41M | 0.09% | +184+1.7% | Added |
| E. Ohman J:or Asset Management AB | 10,529 | $2.35M | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 10,398 | $2.33M | 0.03% | −8−0.1% | Reduced |
| Apollon Wealth Management, LLC | 10,357 | $2.32M | 0.03% | +1,807+21.1% | Added |
| Brown Brothers Harriman & Co | 10,346 | $2.31M | 0.01% | +4,075+65.0% | Added |
| Meeder Advisory Services, Inc. | 10,296 | $2.30M | 0.08% | +279+2.8% | Added |
| Morangie Management LLC | 10,271 | $2.30M | 1.91% | −10.0% | Reduced |
| DRW Securities, LLC | 10,240 | $2.29M | 0.14% | −8,906−46.5% | Reduced |
| Diligent Investors, LLC | 10,234 | $2.29M | 0.51% | +32+0.3% | Added |
| Mount Yale Investment Advisors, LLC | 10,158 | $2.27M | 0.04% | +159+1.6% | Added |
| Jeppson Wealth Management, LLC | 10,153 | $2.27M | 0.67% | −11−0.1% | Reduced |
| Cascade Financial Partners, LLC | 10,079 | $2.25M | 0.20% | +1,802+21.8% | Added |
| Farther Finance Advisors, LLC | 10,056 | $2.25M | 0.02% | +830+9.0% | Added |
| Raiffeisen Bank International AG | 9,865 | $2.24M | 0.03% | +255+2.7% | Added |
| Mystic Asset Management, Inc. | 9,990 | $2.23M | 0.48% | +23+0.2% | Added |
| Cascade Investment Advisors, Inc. | 9,908 | $2.22M | 1.21% | −325−3.2% | Reduced |
| Sigma Planning Corp | 9,827 | $2.20M | 0.06% | −2,995−23.4% | Reduced |
| Cullen Capital Management LLC | 9,821 | $2.20M | 0.02% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 9,767 | $2.18M | 0.11% | +768+8.5% | Added |
| North Dakota State Investment Board | 9,634 | $2.15M | 0.09% | +249+2.7% | Added |
| Sowell Financial Services LLC | 9,569 | $2.14M | 0.07% | +348+3.8% | Added |
| Convergence Investment Partners, LLC | 9,541 | $2.13M | 0.20% | −171−1.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 9,537 | $2.13M | 0.09% | −44−0.5% | Reduced |
| IMC-Chicago, LLC | 9,477 | $2.12M | 0.02% | +9,477 | New |
| Arbor Capital Management Inc | 9,140 | $2.11M | 2.08% | −1,136−11.1% | Reduced |
| B&I Capital AG | 9,445 | $2.11M | 4.66% | −59,940−86.4% | Reduced |
| Syon Capital LLC | 9,336 | $2.09M | 0.09% | +301+3.3% | Added |
| Moran Wealth Management, LLC | 9,219 | $2.06M | 0.06% | −102−1.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,203 | $2.06M | 0.06% | −553−5.7% | Reduced |
| Ossiam | 9,184 | $2.05M | 0.03% | +9,184 | New |
| Virtus Investment Advisers, Inc. | 8,956 | $2.00M | 0.47% | +8,956 | New |
| Greenleaf Trust | 8,949 | $2.00M | 0.02% | −395−4.2% | Reduced |
| GAMMA Investing LLC | 8,816 | $1.97M | 0.07% | +796+9.9% | Added |
| Intech Investment Management LLC | 8,777 | $1.96M | 0.02% | −4,885−35.8% | Reduced |