Simon Property GroupSPG

13F holders, Q2 2026 (June 30)
1,363holders +51
149new positions
92sold out
9famous investors
$223.57avg. 13F price*

At the end of Q2 2026, 1,363 institutions reported holding Simon Property Group Inc. (SPG) in their 13F filings, up 51 from Q1 2026. 149 opened new positions and 92 sold out. The largest holders were BlackRock, Inc. ($8.3B), Vanguard Portfolio Management LLC ($6.2B) and Vanguard Capital Management LLC ($4.6B). 9 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Simon Property Group Inc.
Sector
Real Estate
CUSIP
828806109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions149$200.9M
Exits92$292.5M

All 13F filers, Q1 2026 → Q2 2026: 19,630,011 shares bought and 14,000,935 shares sold, net +5,629,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,363 holders

BlackRock, Inc. 0.12% Add +1.2% 37,269,192 $8.3B
Vanguard Portfolio Management LLC 0.28% Add +20.7% 27,878,674 $6.2B
Vanguard Capital Management LLC 0.10% Add +0.3% 20,632,222 $4.6B
State Street Corp. 0.13% Reduce -2.8% 20,356,570 $4.6B
Geode Capital Management, LLC 0.13% Add +4.7% 11,335,910 $2.5B
Capital World Investors 0.28% Add +16.3% 10,524,034 $2.4B
Wellington Management Group LLP 0.36% Add +2.6% 9,390,325 $2.1B
Bank of America Corp. 0.12% Reduce -3.0% 8,248,498 $1.8B
Cohen & Steers, Inc. 2.08% Reduce -0.2% 5,870,615 $1.3B
Morgan Stanley 0.07% Add +2.7% 5,566,600 $1.2B
FMR LLC 0.05% Add +10.4% 5,561,360 $1.2B
Northern Trust Corp. 0.13% Add +1.4% 5,073,232 $1.1B
Dimensional Fund Advisors LP 0.18% Reduce -1.2% 4,552,481 $1.0B
Charles Schwab Investment Management Inc. 0.13% Add +5.9% 4,525,891 $1.0B
JPMorgan Chase & Co. 0.06% Reduce -24.6% 4,276,720 $973.2M
Norges Bank 0.10% — 4,293,287 $960.2M
T. Rowe Price Associates Inc. 0.09% Add +15.2% 4,114,943 $920.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.15% Add +13579.7% 3,604,590 $806.2M
Invesco Ltd. 0.06% Add +9.3% 3,544,285 $792.7M
Legal & General Group Plc 0.16% Reduce -5.0% 3,505,359 $784.0M
Goldman Sachs Group Inc. 0.07% Reduce -9.4% 3,087,753 $690.6M
Nuveen, LLC 0.15% Reduce -0.3% 2,864,885 $640.7M
Boston Partners 0.47% Add +3.1% 2,372,645 $530.6M
Deutsche Bank AG 0.15% Reduce -6.3% 2,290,431 $512.3M
Canada Pension Plan Investment Board 0.27% Reduce -0.8% 2,189,345 $489.6M
Royal Bank of Canada 0.08% Add +23.8% 2,090,957 $467.6M
Bank of New York Mellon Corp 0.08% Reduce -0.0% 2,078,596 $464.9M
Principal Financial Group Inc. 0.23% Reduce -20.6% 2,061,411 $461.0M
Vanguard Fiduciary Trust Co. 0.09% Add +1.2% 1,848,903 $413.5M
Centersquare Investment Management LLC 3.07% Add +14.7% 1,606,504 $359.3M
Daiwa Securities Group Inc. 0.77% Reduce -4.4% 1,508,731 $337.4M
Sumitomo Mitsui Trust Group, Inc. 0.19% Reduce -3.6% 1,457,893 $326.1M
Prudential Financial Inc. 0.35% Reduce -6.9% 1,436,745 $321.3M
Smead Capital Management, Inc. 6.72% Reduce -10.3% 1,399,725 $313.0M
HSBC Holdings PLC 0.15% Add +8.8% 1,393,927 $312.0M
UBS Group AG 0.05% Reduce -4.6% 1,380,583 $308.8M
Ameriprise Financial Inc. 0.06% Add +0.2% 1,364,286 $304.7M
Amundi 0.07% Reduce -32.9% 1,335,838 $298.8M
Resolution Capital Ltd 5.39% Reduce -34.5% 1,310,049 $293.0M
National Pension Service 0.18% Add +0.8% 1,223,015 $273.5M
Allianz Asset Management GmbH 0.24% Add +29.8% 1,176,483 $263.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +6.2% 1,063,661 $237.9M
HighTower Advisors, LLC 0.22% Reduce -4.2% 1,021,493 $228.5M
Capital Research Global Investors 0.03% Add +19.7% 989,525 $221.3M
Massachusetts Financial Services Co. 0.07% Reduce -5.0% 923,713 $221.0M
Duff & Phelps Investment Management Co. 2.06% Add +12.4% 975,188 $218.1M
Russell Investments Group, Ltd. 0.19% Add +2.8% 957,972 $214.5M
CANADA LIFE ASSURANCE Co 0.34% Reduce -0.1% 948,914 $212.1M
Bank of Montreal 0.08% Add +13.8% 942,135 $210.7M
California Public Employees Retirement System 0.12% Add +62.2% 929,555 $207.9M
Swiss National Bank 0.11% Reduce -4.4% 916,227 $204.9M
APG Asset Management US Inc. 1.40% Add +1.4% 892,987 $199.1M
Hamlin Capital Management, LLC 4.36% Reduce -3.5% 866,580 $193.8M
Bessemer Group Inc. 0.24% Add +2.4% 786,681 $175.9M
Schroder Investment Management Group 0.12% Reduce -5.6% 777,870 $174.0M
KBC Group NV 0.36% Reduce -11.7% 742,069 $166.0M
Vanguard Global Advisers, LLC 0.07% Reduce -1.8% 698,331 $156.2M
Aberdeen Group plc 0.21% Add +1.8% 684,249 $153.0M
Rhumbline Advisers 0.12% Add +2.8% 681,441 $152.4M
Wells Fargo & Company 0.03% Add +0.8% 671,618 $150.2M
Barclays PLC 0.05% Reduce -18.4% 648,594 $145.1M
Caisse de depot et placement du Quebec 0.21% Reduce -40.1% 643,630 $143.9M
Nomura Asset Management Co. Ltd. 0.31% Add +3.5% 642,294 $143.6M
Panagora Asset Management Inc. 0.44% Reduce -9.2% 634,837 $142.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.10% Add +12.6% 633,667 $141.7M
Raymond James Financial Inc. 0.04% Add +5.5% 622,818 $139.3M
Sei Investments Co. 0.12% Reduce -16.2% 616,642 $137.9M
Alliancebernstein L.P. 0.05% Add +0.9% 737,685 $137.6M
Asset Management One Co., Ltd. 0.35% Add +0.5% 603,265 $134.9M
Citigroup Inc. 0.06% Reduce -4.5% 593,025 $132.6M
Lasalle Investment Management Securities LLC 4.44% Reduce -1.7% 557,363 $124.7M
BNP Paribas Financial Markets 0.07% Reduce -10.9% 554,973 $124.1M
Victory Capital Management Inc. 0.07% Reduce -4.6% 550,246 $123.1M
CBRE Investment Management Listed Real Assets LLC 1.71% Reduce -54.8% 546,521 $122.2M
American Century Companies Inc. 0.05% Add +21.5% 531,784 $118.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.17% Add +25.9% 494,362 $110.4M
Arrowstreet Capital, Limited Partnership 0.05% Add +255.5% 491,044 $109.8M
Franklin Resources Inc. 0.02% Add +23.1% 481,999 $107.8M
Public Employees Retirement System of Ohio 0.31% Reduce -1.4% 476,989 $106.7M
California State Teachers Retirement System 0.10% Reduce -8.8% 470,733 $105.3M
Cardano Risk Management B.V. 0.80% New 466,269 $104.3M
Jupiter Topco LLC 0.04% — 462,314 $103.4M
1832 Asset Management L.P. 0.12% Add +310.7% 446,547 $99.9M
Nomura Asset Management International Inc. 0.15% Reduce -2.1% 438,173 $98.0M
Bbfit Investments Pte Ltd. 8.80% No change 432,500 $96.7M
Aew Capital Management L P 5.58% Add +8.2% 417,753 $93.4M
Adelante Capital Management LLC 6.13% Reduce -7.2% 417,092 $93.3M
Capital Advisors Inc. 1.36% Reduce -0.6% 412,689 $92.3M
Marshall Wace, LLP 0.08% Add +24.5% 399,615 $89.4M
Two Sigma Investments, LP 0.07% Add +1764.5% 393,451 $88.0M
Neuberger Berman Group LLC 0.06% Add +5.2% 392,050 $87.7M
AQR Capital Management 0.03% Reduce -11.7% 381,645 $85.4M
Vanguard Investments Australia, Ltd. 0.21% Reduce -0.2% 377,431 $84.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.50% Reduce -19.5% 375,156 $83.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% Reduce -13.3% 357,013 $79.8M
Stifel Financial Corp. 0.07% Reduce -0.6% 350,916 $78.5M
Treasurer of the State of North Carolina 0.20% Reduce -0.2% 350,233 $78.3M
Thrivent Financial for Lutherans 0.13% Add +256.0% 349,259 $78.1M
Ensign Peak Advisors, Inc 0.13% No change 342,012 $76.5M
Envestnet Asset Management Inc. 0.02% Add +3.7% 337,371 $75.5M

"% of holder's portfolio" is SPG's weight in each manager's 13F, not the share of Simon Property Group Inc. the manager owns.

Show all 1,363 holders