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 |
|---|---|---|---|---|---|
| TrueWealth Advisors, LLC | 5,060 | $1.13M | 0.26% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 5,015 | $1.12M | 0.01% | −12,282−71.0% | Reduced |
| Oppenheimer Asset Management Inc. | 5,010 | $1.12M | 0.01% | +19+0.4% | Added |
| Snowden Capital Advisors LLC | 5,009 | $1.12M | 0.03% | −928−15.6% | Reduced |
| American Assets Inc | 5,000 | $1.12M | 0.34% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,986 | $1.12M | 0.01% | +60+1.2% | Added |
| Sagespring Wealth Partners, LLC | 4,971 | $1.11M | 0.02% | +683+15.9% | Added |
| Radnor Capital Management, LLC | 4,937 | $1.10M | 0.16% | −150−2.9% | Reduced |
| Chesley Taft & Associates LLC | 4,865 | $1.09M | 0.04% | +275+6.0% | Added |
| Harvest Portfolios Group Inc. | 4,811 | $1.08M | 0.02% | +81+1.7% | Added |
| Clough Capital Partners L P | 4,800 | $1.07M | 0.09% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 4,723 | $1.06M | 0.05% | +841+21.7% | Added |
| Checchi Capital Advisers, LLC | 4,720 | $1.06M | 0.07% | +30+0.6% | Added |
| Ellevest, Inc. | 4,686 | $1.05M | 0.12% | −370−7.3% | Reduced |
| Trust Co of Vermont | 4,674 | $1.05M | 0.04% | +4,674 | New |
| Veridan Wealth LLC | 4,664 | $1.04M | 0.36% | +46+1.0% | Added |
| Sargent Investment Group, LLC | 4,628 | $1.04M | 0.12% | +117+2.6% | Added |
| TBH Global Asset Management, LLC | 4,585 | $1.03M | 0.19% | −202−4.2% | Reduced |
| Bradley Foster & Sargent Inc | 4,579 | $1.02M | 0.01% | −128−2.7% | Reduced |
| Savvy Advisors, Inc. | 4,558 | $1.02M | 0.02% | +19+0.4% | Added |
| Regal Investment Advisors LLC | 4,531 | $1.01M | 0.05% | −80−1.7% | Reduced |
| Gateway Investment Advisers LLC | 4,531 | $1.01M | 0.01% | +224+5.2% | Added |
| Wedbush Securities Inc | 4,492 | $1.00M | 0.03% | −880−16.4% | Reduced |
| Belpointe Asset Management LLC | 4,451 | $995.7K | 0.03% | +4+0.1% | Added |
| Gilman Hill Asset Management, LLC | 4,447 | $994.6K | 0.14% | 00.0% | Unchanged |
| Investors Research Corp | 4,431 | $991.0K | 0.18% | +141+3.3% | Added |
| GKV Capital Management Co., Inc. | 4,391 | $982.0K | 0.32% | +571+14.9% | Added |
| Pekin Hardy Strauss, Inc. | 4,371 | $977.6K | 0.09% | −50−1.1% | Reduced |
| BTG Pactual Asset Management US LLC | 4,370 | $977.4K | 0.07% | +4,370 | New |
| GF Fund Management Co. Ltd. | 4,349 | $972.7K | 0.01% | −586−11.9% | Reduced |
| Triad Wealth Partners, LLC | 4,239 | $971.5K | 0.06% | +886+26.4% | Added |
| Monetary Management Group Inc | 4,325 | $967.3K | 0.20% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,252 | $951.0K | 0.16% | +4,252 | New |
| VestGen Advisors, LLC | 4,232 | $946.6K | 0.03% | −260−5.8% | Reduced |
| Michels Family Financial, LLC | 4,215 | $942.6K | 0.60% | +41+1.0% | Added |
| Inspire Advisors, LLC | 4,211 | $941.2K | 0.07% | +287+7.3% | Added |
| Insigneo Advisory Services, LLC | 4,207 | $941.0K | 0.04% | −106−2.5% | Reduced |
| Advisors Capital Management, LLC | 4,201 | $939.8K | 0.01% | +176+4.4% | Added |
| Premier Path Wealth Partners, LLC | 4,201 | $939.5K | 0.11% | +241+6.1% | Added |
| Fairtree Asset Management (Pty) Ltd | 4,134 | $924.6K | 0.35% | +4,134 | New |
| Dorsey & Whitney Trust CO LLC | 4,086 | $913.8K | 0.04% | −34−0.8% | Reduced |
| CFM Wealth Partners LLC | 4,069 | $910.0K | 0.12% | +9+0.2% | Added |
| Candriam Luxembourg S.C.A. | 4,066 | $908.5K | 0.00% | −7,769−65.6% | Reduced |
| Purkiss Capital Advisors LLC | 4,054 | $906.7K | 0.35% | +199+5.2% | Added |
| Pensionmark Financial Group, LLC | 4,789 | $906.3K | 0.02% | −190−3.8% | Reduced |
| Future Financial Wealth Managment LLC | 4,023 | $905.9K | 0.56% | +6+0.1% | Added |
| Alteri Wealth LLC | 4,001 | $894.9K | 0.25% | +120+3.1% | Added |
| Merrion Investment Management Co, LLC | 4,000 | $894.6K | 0.42% | +1,000+33.3% | Added |
| Sumitomo Life Insurance Co | 3,997 | $893.9K | 0.01% | −230−5.4% | Reduced |
| Beacon Investment Advisors LLC | 3,976 | $889.2K | 0.28% | +16+0.4% | Added |
| Brighton Jones LLC | 3,970 | $887.9K | 0.02% | −63−1.6% | Reduced |
| Manske Wealth Management | 3,911 | $874.8K | 0.22% | −74−1.9% | Reduced |
| Strathmore Capital Advisors, Inc. | 3,808 | $863.6K | 0.23% | −190−4.8% | Reduced |
| Adams Wealth Management | 3,811 | $852.3K | 0.16% | +440+13.1% | Added |
| Tobias Financial Advisors, Inc. | 3,811 | $852.3K | 0.11% | +30+0.8% | Added |
| Two Sigma Securities, LLC | 3,756 | $840.0K | 0.07% | −427−10.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,728 | $833.8K | 0.04% | −863−18.8% | Reduced |
| GTS Securities LLC | 3,726 | $833.3K | 0.02% | −1,762−32.1% | Reduced |
| RS Crum Inc. | 3,726 | $833.3K | 0.16% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,712 | $830.1K | 0.01% | +206+5.9% | Added |
| Sound View Wealth Advisors Group, LLC | 3,694 | $826.2K | 0.05% | −135−3.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,692 | $825.6K | 0.01% | −37−1.0% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 3,677 | $823.3K | 0.04% | +733+24.9% | Added |
| Bernicke Wealth Management, Ltd. | 3,664 | $819.5K | 0.10% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,663 | $819.2K | 0.04% | +317+9.5% | Added |
| Employees Retirement System of Texas | 3,657 | $818.0K | 0.01% | +3,657 | New |
| Generali Asset Management SPA SGR | 3,647 | $815.7K | 0.01% | −6,456−63.9% | Reduced |
| Fisher Asset Management, LLC | 3,641 | $814.4K | 0.00% | +1,000+37.9% | Added |
| GWN Securities Inc. | 3,628 | $811.5K | 0.14% | −263−6.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,624 | $810.5K | 0.02% | +34+0.9% | Added |
| Bearing Point Capital, LLC | 3,622 | $810.1K | 0.11% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,610 | $807.4K | 0.01% | −3,943−52.2% | Reduced |
| Aspiriant, LLC | 3,597 | $804.5K | 0.02% | +205+6.0% | Added |
| Kestra Investment Management, LLC | 3,586 | $802.0K | 0.02% | +650+22.1% | Added |
| Autumn Glory Partners, LLC | 3,585 | $801.8K | 0.23% | 00.0% | Unchanged |
| Ninety One UK Ltd | 3,566 | $797.5K | 0.00% | −584−14.1% | Reduced |
| Rothschild Investment LLC | 3,562 | $796.7K | 0.03% | −40−1.1% | Reduced |
| Schulhoff & Co Inc | 3,531 | $789.7K | 0.32% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,512 | $785.5K | 0.01% | +681+24.1% | Added |
| L2 Asset Management, LLC | 3,508 | $784.7K | 0.08% | −302−7.9% | Reduced |
| PCM Encore, LLC | 3,500 | $782.7K | 0.14% | +23+0.7% | Added |
| Proficio Capital Partners LLC | 3,483 | $779.0K | 0.03% | +2,136+158.6% | Added |
| Larson Financial Group LLC | 3,430 | $767.0K | 0.02% | +429+14.3% | Added |
| Capital Investment Advisors, LLC | 3,421 | $765.1K | 0.01% | +191+5.9% | Added |
| Chicago Partners Investment Group LLC | 3,387 | $762.7K | 0.02% | +880+35.1% | Added |
| United Advisor Group, LLC | 3,400 | $760.4K | 0.08% | −6−0.2% | Reduced |
| Western Financial Corp | 3,397 | $759.7K | 0.22% | −51−1.5% | Reduced |
| Yoffe Investment Management, LLC | 3,383 | $756.6K | 0.87% | 00.0% | Unchanged |
| JDM Financial Group LLC | 3,370 | $753.6K | 0.26% | +9+0.3% | Added |
| Profund Advisors LLC | 3,358 | $751.0K | 0.02% | −44−1.3% | Reduced |
| Saturna Capital CORP | 3,250 | $745.5K | 0.01% | +3,250 | New |
| Joel Isaacson & Co., LLC | 3,316 | $741.6K | 0.02% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,314 | $741.2K | 0.02% | +533+19.2% | Added |
| Golden Reserve Retirement LLC | 3,296 | $737.2K | 0.12% | +3,296 | New |
| Rexford Capital Inc | 3,280 | $733.6K | 0.45% | +84+2.6% | Added |
| NorthCrest Asset Manangement, LLC | 3,308 | $726.7K | 0.02% | +1,987+150.4% | Added |
| Journey Retirement Planning & Investment Management LLC | 3,227 | $721.8K | 0.56% | +390+13.7% | Added |
| Reuter James Wealth Management, LLC | 3,225 | $721.3K | 0.10% | 00.0% | Unchanged |
| Welch Group, LLC | 3,215 | $719.1K | 0.02% | +95+3.0% | Added |
| WealthTrust Axiom LLC | 3,200 | $715.7K | 0.16% | 00.0% | Unchanged |