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 |
|---|---|---|---|---|---|
| Titleist Asset Management, LLC | 2,132 | $476.9K | 0.03% | −48−2.2% | Reduced |
| Mariner, LLC | 2,119 | $472.3K | 0.00% | −57,360−96.4% | Reduced |
| Picton Mahoney Asset Management | 2,104 | $470.6K | 0.00% | +2,104 | New |
| Howard Capital Management Inc. | 2,098 | $469.2K | 0.01% | +956+83.7% | Added |
| Samalin Investment Counsel, LLC | 2,080 | $465.3K | 0.15% | −151−6.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 2,080 | $465.2K | 0.12% | −130−5.9% | Reduced |
| Stratos Wealth Advisors, LLC | 2,079 | $465.2K | 0.03% | +2+0.1% | Added |
| Rockland Trust Co | 2,078 | $464.7K | 0.02% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 2,077 | $464.4K | 0.05% | −58−2.7% | Reduced |
| Wesbanco Bank Inc | 2,076 | $464.3K | 0.01% | −30−1.4% | Reduced |
| Providence First Trust Co | 2,076 | $464.2K | 0.13% | +632+43.8% | Added |
| Banque Cantonale Vaudoise | 2,069 | $462.0K | 0.02% | −1,201−36.7% | Reduced |
| Personal Cfo Solutions, LLC | 2,065 | $461.9K | 0.07% | +167+8.8% | Added |
| Birch Financial Group, LLC | 2,047 | $457.8K | 0.24% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 2,040 | $456.2K | 0.07% | +340+20.0% | Added |
| Boston Private Wealth LLC | 2,037 | $455.5K | 0.03% | +10+0.5% | Added |
| Optas, LLC | 2,036 | $455.4K | 0.06% | +120+6.3% | Added |
| S-Bank Fund Management Ltd | 2,034 | $454.9K | 0.06% | +217+11.9% | Added |
| Baker Avenue Asset Management, LP | 2,025 | $453.0K | 0.01% | +728+56.1% | Added |
| Aster Capital Management (DIFC) Ltd | 2,017 | $451.1K | 0.10% | +1,140+130.0% | Added |
| Hilltop Holdings Inc. | 2,014 | $450.4K | 0.04% | −237−10.5% | Reduced |
| Diversified Trust Co | 2,005 | $448.4K | 0.01% | −462−18.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 2,003 | $447.9K | 0.01% | −48−2.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,971 | $447.8K | 0.01% | +30+1.5% | Added |
| Ofi Invest Asset Management | 2,285 | $447.0K | 0.00% | +78+3.5% | Added |
| Modera Wealth Management, LLC | 1,967 | $439.9K | 0.00% | +32+1.7% | Added |
| Bragg Financial Advisors, Inc | 1,943 | $434.6K | 0.01% | −334−14.7% | Reduced |
| O'Rourke & Company, Inc | 1,937 | $433.4K | 0.15% | +9+0.5% | Added |
| Quotient Wealth Partners, LLC | 1,929 | $431.4K | 0.01% | +51+2.7% | Added |
| Fulton Bank, N.A. | 1,928 | $431.2K | 0.01% | 00.0% | Unchanged |
| Guardian Partners Inc. | 1,917 | $428.7K | 0.04% | −42−2.1% | Reduced |
| North Star Investment Management Corp. | 1,899 | $424.7K | 0.02% | +2+0.1% | Added |
| Regent Peak Wealth Advisors LLC | 1,898 | $424.5K | 0.08% | +41+2.2% | Added |
| Prosperity Consulting Group, LLC | 1,896 | $424.0K | 0.02% | +283+17.5% | Added |
| Groupama Asset Managment | 1,894 | $423.6K | 0.01% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 1,894 | $423.6K | 0.10% | +502+36.1% | Added |
| Phocas Financial Corp. | 1,891 | $422.9K | 0.06% | −402−17.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,890 | $422.7K | 0.12% | +140+8.0% | Added |
| Penserra Capital Management LLC | 1,891 | $422.0K | 0.00% | +49+2.7% | Added |
| First National Bank | 1,878 | $420.0K | 0.17% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,878 | $420.0K | 0.02% | +641+51.8% | Added |
| Mogy Joel R Investment Counsel Inc | 1,875 | $419.3K | 0.02% | −450−19.4% | Reduced |
| Resonant Capital Advisors, LLC | 1,873 | $418.9K | 0.02% | +90+5.0% | Added |
| Castle Rock Wealth Management, LLC | 1,877 | $418.6K | 0.08% | +2+0.1% | Added |
| Pure Financial Advisors, Inc. | 1,864 | $417.0K | 0.01% | +108+6.2% | Added |
| American Assets Investment Management, LLC | 7,500 | $412.1K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,835 | $410.5K | 0.03% | −38−2.0% | Reduced |
| 180 Wealth Advisors, LLC | 1,834 | $410.2K | 0.04% | −40−2.1% | Reduced |
| AlphaGrep UK Ltd | 1,819 | $406.8K | 0.12% | −700−27.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,818 | $406.6K | 0.00% | −2,493−57.8% | Reduced |
| Huntleigh Advisors, Inc. | 1,815 | $405.9K | 0.06% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,807 | $404.1K | 0.04% | +103+6.0% | Added |
| Intrust Bank NA | 1,805 | $403.7K | 0.03% | −47−2.5% | Reduced |
| IFG Advisory, LLC | 1,800 | $402.7K | 0.01% | +1,800 | New |
| Viewpoint Investment Partners Corp | 1,800 | $402.6K | 0.14% | +1,800 | New |
| PDS Planning, Inc | 1,792 | $400.8K | 0.02% | +10+0.6% | Added |
| Fort Sheridan Advisors LLC | 1,789 | $400.1K | 0.04% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 1,802 | $399.9K | 0.20% | +3+0.2% | Added |
| Whalerock Point Partners, LLC | 1,776 | $397.2K | 0.07% | 00.0% | Unchanged |
| Embree Financial Group | 1,774 | $396.8K | 0.04% | +54+3.1% | Added |
| Knightsbridge Asset Management, LLC | 1,769 | $395.5K | 0.05% | +137+8.4% | Added |
| 1620 Investment Advisors, Inc. | 1,758 | $393.2K | 0.24% | +1,758 | New |
| Cabot Wealth Management Inc | 1,745 | $390.3K | 0.04% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,737 | $388.5K | 0.16% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,735 | $388.0K | 0.09% | +8+0.5% | Added |
| Gateway Wealth Partners, LLC | 1,733 | $387.6K | 0.02% | −160−8.5% | Reduced |
| Opinicus Capital, Inc. | 1,725 | $385.9K | 0.21% | −1−0.1% | Reduced |
| ZRC Wealth Management, LLC | 1,719 | $384.5K | 0.12% | +3+0.2% | Added |
| Gen-Wealth Partners Inc | 1,714 | $383.4K | 0.11% | −113−6.2% | Reduced |
| Augustine Asset Management Inc | 1,711 | $382.7K | 0.08% | +207+13.8% | Added |
| Breakwater Capital Group | 1,703 | $380.9K | 0.05% | −2−0.1% | Reduced |
| Oak Grove Capital LLC | 1,700 | $380.2K | 0.03% | 00.0% | Unchanged |
| Novare Capital Management LLC | 1,693 | $378.6K | 0.03% | 00.0% | Unchanged |
| Armis Advisers, LLC | 1,682 | $378.4K | 0.03% | +432+34.6% | Added |
| Ieq Capital, LLC | 1,689 | $377.8K | 0.00% | −1,036−38.0% | Reduced |
| J. Team Financial, Inc. | 1,687 | $377.5K | 0.37% | −4−0.2% | Reduced |
| Marest Capital, LLC | 1,686 | $377.1K | 0.19% | +1,686 | New |
| Keebeck Wealth Management, LLC | 1,683 | $376.4K | 0.04% | +551+48.7% | Added |
| Clear Street Markets LLC | 1,681 | $376.0K | 0.07% | +1,628+3,071.7% | Added |
| Brady Martz Wealth Solutions, LLC | 1,680 | $375.8K | 0.06% | +93+5.9% | Added |
| Platform Technology Partners | 1,677 | $375.1K | 0.06% | +9+0.5% | Added |
| Cetera Trust Company, N.A | 1,665 | $372.4K | 0.19% | 00.0% | Unchanged |
| Shelton Capital Management | 1,662 | $371.7K | 0.01% | −2,200−57.0% | Reduced |
| Outlook Wealth Advisors, LLC | 1,656 | $370.4K | 0.08% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 1,623 | $366.9K | 0.06% | −1,265−43.8% | Reduced |
| Icon Wealth Advisors, LLC | 1,627 | $363.8K | 0.02% | +13+0.8% | Added |
| Fiduciary Trust Co | 1,626 | $363.6K | 0.00% | −8−0.5% | Reduced |
| BAM Wealth Management, LLC | 1,607 | $359.4K | 0.22% | +495+44.5% | Added |
| Strategic Financial Concepts, LLC | 1,601 | $358.0K | 0.11% | −472−22.8% | Reduced |
| SageView Advisory Group, LLC | 1,595 | $356.7K | 0.01% | −74−4.4% | Reduced |
| Clientfirst Wealth Management, LLC | 1,593 | $356.3K | 0.29% | 00.0% | Unchanged |
| Washington Trust Bank | 1,571 | $351.4K | 0.02% | −190−10.8% | Reduced |
| Private Trust Co NA | 1,568 | $350.7K | 0.03% | +30+2.0% | Added |
| New Republic Capital, LLC | 1,556 | $347.9K | 0.08% | +54+3.6% | Added |
| Heartland Bank & Trust Co | 1,553 | $347.3K | 0.07% | −13−0.8% | Reduced |
| Csenge Advisory Group | 1,546 | $345.8K | 0.01% | +21+1.4% | Added |
| Cambient Family Office, LLC | 1,545 | $345.5K | 0.04% | +304+24.5% | Added |
| Miller Global Investments, LLC | 1,540 | $344.4K | 0.29% | −2−0.1% | Reduced |
| Interchange Capital Partners, LLC | 1,534 | $343.1K | 0.06% | +311+25.4% | Added |
| JB Capital LLC | 1,531 | $342.4K | 0.01% | +442+40.6% | Added |