SPG
Simon Property Group, Inc. · Real Estate · REIT - Retail
Momentum inputs (comparable managers):
holder breadth -10.0% ·
share flow -0.3% ·
net new positions -11.1%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 162 | -1 | 227.55M | $50.89B | +5 | −7 |
| Q1 2026 | 167 | 0 | 223.33M | $41.64B | +6 | −7 |
| Q4 2025 | 166 | +1 | 250.10M | $46.29B | +3 | −1 |
| Q3 2025 | 21 | +1 | 161.86M | $30.37B | +3 | −3 |
| Q2 2025 | 18 | -2 | 138.03M | $22.18B | +1 | −3 |
| Q1 2025 | 17 | +2 | 51.28M | $8.51B | +2 | n/a |
| Q4 2024 | 15 | +1 | 49.41M | $8.51B | +2 | −1 |
| Q3 2024 | 13 | 0 | 27.97M | $4.73B | +1 | −1 |
| Q2 2024 | 13 | n/a | 33.14M | $5.03B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 45.84M | n/a | $7.37B | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 38.30M | n/a | $6.16B | 0.1% | n/c | 1 | SEC ↗ ×22 |
| 3 | State Street Global Advisors ✦ (passive) | 21.45M | +1.1% | $3.45B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 9.59M | +1.4% | $1.54B | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 5 | Norges Bank ✦ (passive) | 6.54M | -25.6% | $1.05B | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 6 | Capital World Investors ✦ | 5.78M | +3.0% | $929.78M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 3.49M | +5.7% | $561.45M | 0.1% | ▲ Add | 5 | SEC ↗ ×4 |
| 8 | Fidelity (FMR) ✦ | 3.03M | n/a | $487.87M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 9 | Citadel Advisors ✦ | 1.26M | +34.7% | $202.47M | 0.2% | ▲ Add | 5 | SEC ↗ ×2 |
| 10 | Wellington Management ✦ | 1.00M | +9.7% | $161.30M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 11 | Millennium Management ✦ | 755.91K | +184.5% | $121.52M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 351.99K | +66.2% | $56.19M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 13 | Point72 Asset Management ✦ | 215.87K | -30.0% | $34.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 182.00K | +0.8% | $29.26M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 15 | Arrowstreet Capital ✦ | 177.57K | +740.8% | $28.55M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Adage Capital Partners ✦ | 26.06K | New | $4.19M | 0.0% | New | 1 | SEC ↗ |
| 17 | Marshall Wace ✦ | 19.79K | +316.2% | $3.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 2.85K | -79.0% | $458,648 | 0.0% | ▼ Trim | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Adage Capital Partners | $4.19M | 0.0% |
Exited
| Renaissance Technologies | $3.59M | was 0.0% |
| Bridgewater Associates | $341,959 | was 0.0% |
| GAMCO Investors | $204,278 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,296 holders, 286.64M shares, $50.47B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 65 sh @ 202.78 · $13,181
Director · 15 sh @ 202.78 · $3,042
Director · 367 sh @ 202.78 · $74,420
Director · 46 sh @ 202.78 · $9,328
Director · 480 sh @ 202.78 · $97,334
Director · 222 sh @ 202.78 · $45,017
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology