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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 8,564 | $1.96M | 0.07% | −213−2.4% | Reduced |
| Cary Street Partners Financial LLC | 8,743 | $1.96M | 0.04% | −718−7.6% | Reduced |
| Global Retirement Partners, LLC | 8,728 | $1.95M | 0.03% | +8,728 | New |
| Affinity Investment Advisors, LLC | 8,719 | $1.95M | 0.99% | +431+5.2% | Added |
| Clearstead Advisors, LLC | 8,698 | $1.95M | 0.02% | +8,074+1,293.9% | Added |
| Coldstream Capital Management Inc | 8,679 | $1.94M | 0.02% | +106+1.2% | Added |
| InTrack Investment Management Inc | 8,547 | $1.91M | 0.95% | −24−0.3% | Reduced |
| IPG Investment Advisors LLC | 8,509 | $1.90M | 0.27% | +8,509 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 8,488 | $1.90M | 0.11% | −38−0.4% | Reduced |
| Emergent Wealth Advisors, LLC | 8,473 | $1.88M | 0.98% | +363+4.5% | Added |
| HB Wealth Management, LLC | 8,313 | $1.86M | 0.01% | +84+1.0% | Added |
| Stance Capital LLC | 8,248 | $1.84M | 0.56% | +7,908+2,325.9% | Added |
| Perigon Wealth Management, LLC | 8,223 | $1.84M | 0.03% | +266+3.3% | Added |
| Family Management Corp | 8,215 | $1.84M | 0.19% | −180−2.1% | Reduced |
| Spire Wealth Management | 8,188 | $1.83M | 0.06% | +4,494+121.7% | Added |
| Parallax Volatility Advisers, L.P. | 8,150 | $1.82M | 0.07% | +8,150 | New |
| Keybank National Association | 8,063 | $1.80M | 0.01% | +790+10.9% | Added |
| Pinnacle Associates Ltd | 8,036 | $1.80M | 0.02% | +564+7.5% | Added |
| Frec Markets, Inc. | 8,031 | $1.80M | 0.16% | +3,458+75.6% | Added |
| Siemens Fonds Invest GmbH | 8,022 | $1.79M | 0.09% | −749−8.5% | Reduced |
| SRS Capital Advisors, Inc. | 8,010 | $1.79M | 0.01% | +6,973+672.4% | Added |
| J. Safra Sarasin Holding AG | 9,418 | $1.79M | 0.03% | −13,246−58.4% | Reduced |
| Wealth Preservation Advisors, LLC | 8,002 | $1.79M | 1.02% | +2,000+33.3% | Added |
| Finivi Inc. | 7,813 | $1.75M | 0.90% | +7,813 | New |
| Bedel Financial Consulting, Inc. | 7,718 | $1.73M | 0.17% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 7,631 | $1.71M | 0.13% | +1,409+22.6% | Added |
| Valeo Financial Advisors, LLC | 7,587 | $1.70M | 0.04% | +443+6.2% | Added |
| Frank, Rimerman Advisors LLC | 7,531 | $1.68M | 0.10% | +32+0.4% | Added |
| Assenagon Asset Management S.A. | 7,477 | $1.67M | 0.00% | +254+3.5% | Added |
| Capital International Sarl | 7,431 | $1.66M | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 7,400 | $1.66M | 0.35% | +4,765+180.8% | Added |
| Wedmont Private Capital | 7,560 | $1.65M | 0.05% | +279+3.8% | Added |
| Balyasny Asset Management LLC | 7,356 | $1.65M | 0.00% | +341+4.9% | Added |
| MONECO Advisors, LLC | 7,322 | $1.64M | 0.10% | +7,322 | New |
| Everence Capital Management Inc | 7,319 | $1.64M | 0.09% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 7,306 | $1.63M | 0.19% | +200+2.8% | Added |
| Fideuram Asset Management (Ireland) dac | 7,561 | $1.63M | 0.03% | −9,546−55.8% | Reduced |
| CacheTech Inc. | 7,178 | $1.61M | 0.26% | +2,458+52.1% | Added |
| Yelin Lapidot Holdings Management Ltd. | 7,150 | $1.60M | 0.30% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 7,132 | $1.60M | 0.01% | +3,009+73.0% | Added |
| Meadowbrook Wealth Management, LLC | 7,105 | $1.58M | 1.71% | +1,755+32.8% | Added |
| Legacy Wealth Asset Management, LLC | 7,070 | $1.58M | 0.35% | −631−8.2% | Reduced |
| Cypress Capital Group | 7,012 | $1.57M | 0.15% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 6,972 | $1.56M | 0.14% | +4,542+186.9% | Added |
| Integrated Wealth Concepts LLC | 6,970 | $1.56M | 0.01% | −2,896−29.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,815 | $1.52M | 0.01% | −2,850−29.5% | Reduced |
| Kinneret Advisory, LLC | 6,704 | $1.50M | 0.12% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 6,650 | $1.49M | 0.13% | 00.0% | Unchanged |
| Principal Securities, Inc. | 6,642 | $1.49M | 0.02% | −2,833−29.9% | Reduced |
| Signaturefd, LLC | 6,640 | $1.49M | 0.02% | +119+1.8% | Added |
| Commerzbank Aktiengesellschaft | 6,601 | $1.48M | 0.03% | −2,240−25.3% | Reduced |
| First Pacific Financial | 6,578 | $1.47M | 0.18% | +220+3.5% | Added |
| NewEdge Wealth, LLC | 6,562 | $1.47M | 0.01% | −164−2.4% | Reduced |
| Lincluden Management Ltd | 6,537 | $1.46M | 0.14% | −3,280−33.4% | Reduced |
| Sun Life Financial INC | 6,535 | $1.46M | 0.07% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 6,498 | $1.45M | 0.04% | +6,498 | New |
| Ritholtz Wealth Management | 6,424 | $1.44M | 0.02% | +540+9.2% | Added |
| Davenport & Co LLC | 6,408 | $1.43M | 0.01% | +255+4.1% | Added |
| Marino, Stram & Associates LLC | 6,401 | $1.43M | 0.23% | +64+1.0% | Added |
| Arkadios Wealth Advisors | 6,341 | $1.42M | 0.02% | −567−8.2% | Reduced |
| Novem Group | 6,339 | $1.42M | 0.14% | −292−4.4% | Reduced |
| Qtron Investments LLC | 6,296 | $1.41M | 0.19% | −974−13.4% | Reduced |
| Renaissance Group LLC | 6,262 | $1.40M | 0.06% | −164−2.6% | Reduced |
| Wellington Shields & Co., LLC | 6,224 | $1.39M | 0.31% | −400−6.0% | Reduced |
| one8zero8, LLC | 6,224 | $1.39M | 0.28% | −248−3.8% | Reduced |
| 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 |
| Solidarilty Wealth, LLC | 6,210 | $1.39M | 0.24% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 6,200 | $1.39M | 0.91% | −1,250−16.8% | Reduced |
| Evergreen Capital Management LLC | 6,185 | $1.38M | 0.02% | −993−13.8% | Reduced |
| Atomi Financial Group, Inc. | 6,118 | $1.37M | 0.04% | +768+14.4% | Added |
| Secured Retirement Advisors, LLC | 6,084 | $1.36M | 0.70% | −38−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 5,995 | $1.34M | 0.03% | −6,264−51.1% | Reduced |
| Everhart Financial Group, Inc. | 5,990 | $1.34M | 0.09% | −142−2.3% | Reduced |
| Stevens Capital Management LP | 5,877 | $1.31M | 0.32% | −3,127−34.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,809 | $1.30M | 0.47% | −79−1.3% | Reduced |
| Adams Asset Advisors, LLC | 5,789 | $1.29M | 0.15% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 5,769 | $1.29M | 0.19% | +14+0.2% | Added |
| Independent Financial Group, LLC | 5,725 | $1.28M | 0.02% | +9+0.2% | Added |
| Parallel Advisors, LLC | 5,702 | $1.28M | 0.02% | +271+5.0% | Added |
| AE Wealth Management LLC | 5,670 | $1.27M | 0.01% | +1,640+40.7% | Added |
| Nwam LLC | 5,662 | $1.27M | 0.06% | −33−0.6% | Reduced |
| White Pine Capital LLC | 5,659 | $1.27M | 0.30% | −30−0.5% | Reduced |
| Vontobel Holding Ltd. | 5,645 | $1.26M | 0.00% | −2,472−30.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 5,596 | $1.25M | 0.04% | +5,596 | New |
| Benjamin Edwards Inc | 5,579 | $1.25M | 0.01% | −1,283−18.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,543 | $1.24M | 0.03% | +336+6.5% | Added |
| J.W. Cole Advisors, Inc. | 5,445 | $1.22M | 0.02% | +5,445 | New |
| 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 |
| Pinnacle Wealth Management Advisory Group, LLC | 5,297 | $1.18M | 0.07% | +605+12.9% | Added |
| Genesee Capital Advisors, LLC | 5,292 | $1.18M | 0.37% | +37+0.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,279 | $1.18M | 0.01% | 00.0% | Unchanged |
| Gabelli Funds LLC | 5,250 | $1.17M | 0.01% | −400−7.1% | Reduced |
| Money Concepts Capital Corp | 5,198 | $1.16M | 0.05% | +5,198 | New |
| KG&L Capital Management,LLC | 5,161 | $1.15M | 0.69% | −1,400−21.3% | Reduced |
| Applied Finance Capital Management, LLC | 5,150 | $1.15M | 0.09% | +482+10.3% | Added |
| Custom Index Systems, LLC | 5,120 | $1.15M | 0.41% | −172−3.3% | Reduced |
| Harrell Investment Partners, LLC | 5,084 | $1.14M | 0.25% | +498+10.9% | Added |
| Smartleaf Asset Management LLC | 4,974 | $1.13M | 0.04% | 00.0% | Unchanged |