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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.

Institutional holdersQ2 2026: 1,363 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ2 2026: $67.7B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$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.

Institutions holding SPG in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Newbridge Financial Services Group, Inc.3,196$714.8K0.09%+2,529+379.2%Added
Ameritas Investment Partners, Inc.3,195$714.6K0.02%−127−3.8%Reduced
TownSquare Capital, LLC3,152$704.9K0.13%+189+6.4%Added
Mutual Advisors, LLC3,130$700.0K0.01%+148+5.0%Added
TritonPoint Partners, LLC3,127$699.4K0.06%+3,127New
Gryphon Financial Partners LLC3,114$696.4K0.06%+317+11.3%Added
ORG Wealth Partners, LLC3,102$694.3K0.10%+170+5.8%Added
First Dallas Securities Inc.3,100$693.3K0.23%00.0%Unchanged
Cohen Klingenstein LLC3,100$693.3K0.02%00.0%Unchanged
Great Valley Advisor Group, Inc.3,094$692.4K0.01%−402−11.5%Reduced
Index Technologies Group LLC3,081$689.1K0.55%−149−4.6%Reduced
Cheviot Value Management, LLC3,065$685.5K0.07%00.0%Unchanged
Argentarii, LLC3,109$682.6K0.21%+10.0%Added
Cigna Investments Inc3,042$681.0K0.09%−42−1.4%Reduced
Coppell Advisory Solutions LLC5,603$677.6K0.20%+5,603New
Stratos Wealth Partners, LTD.3,023$676.2K0.01%+867+40.2%Added
New England Research & Management, Inc.3,010$673.2K0.26%00.0%Unchanged
Mission Wealth Management, LP3,007$672.5K0.01%+3,007New
Brookfield Asset Management Inc.3,002$671.4K0.00%−134,652−97.8%Reduced
Roble, Belko & Company, Inc3,000$671.0K0.07%00.0%Unchanged
Westover Capital Advisors, LLC3,000$671.0K0.11%00.0%Unchanged
Nilsine Partners, LLC2,967$663.6K0.05%+36+1.2%Added
Pallas Capital Advisors LLC2,960$661.9K0.02%−714−19.4%Reduced
Market Street Wealth Management Advisors LLC2,952$660.2K0.09%+4+0.1%Added
Ascent Group, LLC2,942$658.0K0.02%+185+6.7%Added
Rehmann Capital Advisory Group2,940$657.6K0.03%+615+26.5%Added
Tritonpoint Wealth, LLC2,922$653.5K0.06%−216−6.9%Reduced
McMahon Financial Advisors, LLC2,919$652.8K0.11%+6+0.2%Added
Krane Funds Advisors LLC2,871$642.1K0.02%−121−4.0%Reduced
IHT Wealth Management, LLC2,857$638.9K0.01%−1,021−26.3%Reduced
Impact Partnership Wealth, LLC2,847$636.8K0.06%+2,847New
KCM Investment Advisors LLC2,846$636.5K0.02%+2,846New
Element Wealth, LLC2,839$635.1K0.24%+17+0.6%Added
Oxford Financial Group Ltd2,838$634.6K0.03%−179−5.9%Reduced
Daymark Wealth Partners, LLC2,835$634.0K0.02%−133−4.5%Reduced
Magnolia Capital Advisors LLC2,813$629.2K0.11%−15−0.5%Reduced
Lantern Wealth Advisors, LLC2,775$620.6K0.28%+100+3.7%Added
Pinnacle Financial Partners, Inc.2,770$619.7K0.00%−65−2.3%Reduced
HBK Sorce Advisory LLC2,709$608.9K0.01%−319−10.5%Reduced
WealthBridge Capital Management, LLC2,712$606.6K0.12%−61−2.2%Reduced
Resources Investment Advisors, LLC.2,710$606.1K0.01%−3,208−54.2%Reduced
William Allan, LLC2,707$605.4K0.30%+5+0.2%Added
International Assets Investment Management, LLC2,700$602.1K0.04%+19+0.7%Added
American Investment Services, Inc.2,656$594.0K0.13%00.0%Unchanged
Lazari Capital Management, Inc.2,638$589.9K0.18%+10.0%Added
Crestwood Advisors Group LLC2,629$587.9K0.01%+655+33.2%Added
Childress Capital Advisors, LLC2,610$583.6K0.10%−92−3.4%Reduced
Wealthcare Advisory Partners LLC2,608$583.3K0.01%−139−5.1%Reduced
Intrua Financial, LLC2,606$582.8K0.06%+646+33.0%Added
Excelsior Advisor Network LLC2,606$582.7K0.08%+2,606New
First National Bank Sioux Falls2,891$582.1K0.16%00.0%Unchanged
Wright Investors Service Inc2,588$578.8K0.16%−1,862−41.8%Reduced
Schnieders Capital Management, LLC.2,577$576.3K0.08%00.0%Unchanged
Kovack Advisors, Inc.2,563$571.8K0.03%−5−0.2%Reduced
Weiss Asset Management LP2,554$571.2K0.01%−148,627−98.3%Reduced
Livforsakringsbolaget Skandia, Omsesidigt2,554$571.2K0.02%00.0%Unchanged
Asset Planning,Inc2,535$567.0K0.37%00.0%Unchanged
Fidelis Capital Partners, LLC2,525$564.7K0.03%+15+0.6%Added
Financial Sense Advisors, Inc.2,525$564.7K0.11%+25+1.0%Added
Gables Capital Management Inc.2,515$562.5K0.20%00.0%Unchanged
Aprio Wealth Management, LLC2,512$561.8K0.03%+538+27.3%Added
Fulcrum Capital LLC2,512$561.8K0.11%−417−14.2%Reduced
Manchester Financial Inc2,511$561.6K0.10%00.0%Unchanged
EverSource Wealth Advisors, LLC2,505$560.2K0.02%−698−21.8%Reduced
Sage Investment Advisers LLC2,505$560.2K0.38%+5+0.2%Added
Moody Lynn & Lieberson, LLC2,501$559.3K0.03%−26−1.0%Reduced
Brown, Lisle/Cummings, Inc.2,494$557.8K0.13%−207−7.7%Reduced
Lederer & Associates Investment Counsel2,487$556.0K0.37%00.0%Unchanged
VELA Investment Management, LLC2,480$554.7K0.14%−225−8.3%Reduced
Tradition Wealth Management, LLC2,419$541.0K0.03%+312+14.8%Added
Stephens Inc2,415$540.2K0.01%−130−5.1%Reduced
Manchester Capital Management LLC2,401$537.0K0.07%−11−0.5%Reduced
Silverleafe Capital Partners, LLC2,400$536.8K0.15%00.0%Unchanged
EP Wealth Advisors, LLC2,381$532.6K0.00%+497+26.4%Added
Robertson Stephens Wealth Management, LLC2,375$531.1K0.01%−27−1.1%Reduced
Affinity Wealth Management LLC2,357$527.1K0.07%−15−0.6%Reduced
Blueshift Asset Management, LLC2,347$524.9K0.12%+2,347New
Carmel Capital Partners, LLC2,322$519.3K0.17%−46−1.9%Reduced
Rossmore Private Capital2,300$514.4K0.04%−100−4.2%Reduced
Monument Capital Management2,284$510.9K0.10%−1,022−30.9%Reduced
Home Federal Bank of Tennessee2,275$508.8K0.11%+1,050+85.7%Added
Prestige Wealth Management Group LLC2,272$508.1K0.09%−1,935−46.0%Reduced
PFG Investments, LLC2,271$507.9K0.02%−70−3.0%Reduced
AlphaCore Capital LLC2,262$506.0K0.01%+2,262New
Pinnacle Wealth Planning Services, Inc.2,261$505.7K0.05%−5−0.2%Reduced
Advisory Alpha, LLC2,254$504.7K0.01%+281+14.2%Added
Chesapeake Asset Management LLC7,200$504.0K0.39%00.0%Unchanged
Montecito Bank & Trust2,239$500.8K0.07%+420+23.1%Added
LMR Partners LLP2,237$500.3K0.00%−12,485−84.8%Reduced
Avidian Wealth Solutions, LLC2,234$499.6K0.01%+175+8.5%Added
Ghe, LLC2,226$497.8K0.19%−115−4.9%Reduced
National Asset Management, Inc.2,186$497.5K0.03%−270−11.0%Reduced
CX Institutional2,217$496.0K0.01%+312+16.4%Added
Summit Global Investments2,210$494.0K0.03%−1,765−44.4%Reduced
Kaizen Financial Strategies2,215$493.8K0.20%+119+5.7%Added
V-Square Quantitative Management LLC2,194$490.7K0.05%+175+8.7%Added
Inceptionr LLC2,171$485.5K0.12%+2,171New
Bryn Mawr Trust Co2,162$483.5K0.01%−71−3.2%Reduced
Deseret Mutual Benefit Administrators2,144$479.5K0.16%−336−13.5%Reduced
Nabity-Jensen Investment Management Inc2,141$478.8K0.29%−15−0.7%Reduced