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Security record · archived quarter

SPG

Simon Property Group, Inc. · Real Estate · REIT - Retail

217.92 -0.5% mkt cap $70.67B quote delayed (FMP) · as of Aug 26 19:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
167Tracked holders
0Δ holders
223.33MShares held
$41.64BReported value
+6New positions
−7Exits
Stable Conviction score 38/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.1% · net new positions -0.6%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 164 -1 229.58M $51.32B +5 −5
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
Q4 2024 15 +1 49.41M $8.51B +2 −1
Q3 2024 13 0 27.97M $4.73B +1 −1
Q2 2024 13 33.14M $5.03B
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 36.81M -1.2% $6.87B 0.1% ▼ Trim 4 SEC ↗
2 BlackRock (passive) 36.81M -1.2% $6.87B 0.1% ▼ Trim 4 SEC ↗
3 BlackRock (passive) 36.81M -1.2% $6.87B 0.1% ▼ Trim 4 SEC ↗
4 BlackRock (passive) 36.81M -1.2% $6.87B 0.1% ▼ Trim 4 SEC ↗
5 BlackRock (passive) 36.81M -1.2% $6.87B 0.1% ▼ Trim 4 SEC ↗
6 BlackRock (passive) 36.81M -1.2% $6.87B 0.1% ▼ Trim 4 SEC ↗
7 BlackRock (passive) 36.81M -1.2% $6.87B 0.1% ▼ Trim 4 SEC ↗
8 BlackRock (passive) 36.81M -1.2% $6.87B 0.1% ▼ Trim 4 SEC ↗
9 BlackRock (passive) 36.81M -1.2% $6.87B 0.1% ▼ Trim 4 SEC ↗
10 BlackRock (passive) 36.81M -1.2% $6.87B 0.1% ▼ Trim 4 SEC ↗
11 BlackRock (passive) 36.81M -1.2% $6.87B 0.1% ▼ Trim 4 SEC ↗
12 BlackRock (passive) 36.81M -1.2% $6.87B 0.1% ▼ Trim 4 SEC ↗
13 BlackRock (passive) 36.81M -1.2% $6.87B 0.1% ▼ Trim 4 SEC ↗
14 BlackRock (passive) 36.81M -1.2% $6.87B 0.1% ▼ Trim 4 SEC ↗
15 BlackRock (passive) 36.81M -1.2% $6.87B 0.1% ▼ Trim 4 SEC ↗
16 BlackRock (passive) 36.81M -1.2% $6.87B 0.1% ▼ Trim 4 SEC ↗
17 BlackRock (passive) 36.81M -1.2% $6.87B 0.1% ▼ Trim 4 SEC ↗
18 BlackRock (passive) 36.81M -1.2% $6.87B 0.1% ▼ Trim 4 SEC ↗
19 BlackRock (passive) 36.81M -1.2% $6.87B 0.1% ▼ Trim 4 SEC ↗
20 BlackRock (passive) 36.81M -1.2% $6.87B 0.1% ▼ Trim 4 SEC ↗
21 BlackRock (passive) 36.81M -1.2% $6.87B 0.1% ▼ Trim 4 SEC ↗
22 State Street Global Advisors (passive) 20.93M -2.6% $3.90B 0.1% ▼ Trim 6 SEC ↗
23 Vanguard Capital Management Llc 20.57M $3.84B 0.1% n/c 1 SEC ↗
24 Geode Capital Management (passive) 10.83M +2.4% $2.01B 0.1% ▲ Add 8 SEC ↗
25 Geode Capital Management (passive) 10.83M +2.4% $2.01B 0.1% ▲ Add 8 SEC ↗
26 Wellington Management 9.15M +15.2% $1.71B 0.3% ▲ Add 8 SEC ↗
27 Wellington Management 9.15M +15.2% $1.71B 0.3% ▲ Add 8 SEC ↗
28 Wellington Management 9.15M +15.2% $1.71B 0.3% ▲ Add 8 SEC ↗
29 Wellington Management 9.15M +15.2% $1.71B 0.3% ▲ Add 8 SEC ↗
30 Wellington Management 9.15M +15.2% $1.71B 0.3% ▲ Add 8 SEC ↗
31 Wellington Management 9.15M +15.2% $1.71B 0.3% ▲ Add 8 SEC ↗
32 Wellington Management 9.15M +15.2% $1.71B 0.3% ▲ Add 8 SEC ↗
33 Wellington Management 9.15M +15.2% $1.71B 0.3% ▲ Add 8 SEC ↗
34 Capital World Investors 9.05M +5.1% $1.69B 0.2% ▲ Add 6 SEC ↗
35 Bank Of America Corp /De/ 8.50M +6.1% $1.59B 0.1% ▲ Add 2 SEC ↗
36 Bank Of America Corp /De/ 8.50M +6.1% $1.59B 0.1% ▲ Add 2 SEC ↗
37 Bank Of America Corp /De/ 8.50M +6.1% $1.59B 0.1% ▲ Add 2 SEC ↗
38 Bank Of America Corp /De/ 8.50M +6.1% $1.59B 0.1% ▲ Add 2 SEC ↗
39 Bank Of America Corp /De/ 8.50M +6.1% $1.59B 0.1% ▲ Add 2 SEC ↗
40 Bank Of America Corp /De/ 8.50M +6.1% $1.59B 0.1% ▲ Add 2 SEC ↗
41 Bank Of America Corp /De/ 8.50M +6.1% $1.59B 0.1% ▲ Add 2 SEC ↗
42 Bank Of America Corp /De/ 8.50M +6.1% $1.59B 0.1% ▲ Add 2 SEC ↗
43 JPMorgan Chase 5.67M -10.2% $1.03B 0.1% ▼ Trim 3 SEC ↗
44 JPMorgan Chase 5.67M -10.2% $1.03B 0.1% ▼ Trim 3 SEC ↗
45 JPMorgan Chase 5.67M -10.2% $1.03B 0.1% ▼ Trim 3 SEC ↗
46 JPMorgan Chase 5.67M -10.2% $1.03B 0.1% ▼ Trim 3 SEC ↗
47 JPMorgan Chase 5.67M -10.2% $1.03B 0.1% ▼ Trim 3 SEC ↗
48 JPMorgan Chase 5.67M -10.2% $1.03B 0.1% ▼ Trim 3 SEC ↗
49 JPMorgan Chase 5.67M -10.2% $1.03B 0.1% ▼ Trim 3 SEC ↗
50 JPMorgan Chase 5.67M -10.2% $1.03B 0.1% ▼ Trim 3 SEC ↗
51 JPMorgan Chase 5.67M -10.2% $1.03B 0.1% ▼ Trim 3 SEC ↗
52 JPMorgan Chase 5.67M -10.2% $1.03B 0.1% ▼ Trim 3 SEC ↗
53 JPMorgan Chase 5.67M -10.2% $1.03B 0.1% ▼ Trim 3 SEC ↗
54 JPMorgan Chase 5.67M -10.2% $1.03B 0.1% ▼ Trim 3 SEC ↗
55 JPMorgan Chase 5.67M -10.2% $1.03B 0.1% ▼ Trim 3 SEC ↗
56 JPMorgan Chase 5.67M -10.2% $1.03B 0.1% ▼ Trim 3 SEC ↗
57 JPMorgan Chase 5.67M -10.2% $1.03B 0.1% ▼ Trim 3 SEC ↗
58 JPMorgan Chase 5.67M -10.2% $1.03B 0.1% ▼ Trim 3 SEC ↗
59 JPMorgan Chase 5.67M -10.2% $1.03B 0.1% ▼ Trim 3 SEC ↗
60 JPMorgan Chase 5.67M -10.2% $1.03B 0.1% ▼ Trim 3 SEC ↗
61 JPMorgan Chase 5.67M -10.2% $1.03B 0.1% ▼ Trim 3 SEC ↗
62 Morgan Stanley 5.42M 0.0% $1.01B 0.1% ▼ Trim 3 SEC ↗
63 Morgan Stanley 5.42M 0.0% $1.01B 0.1% ▼ Trim 3 SEC ↗
64 Morgan Stanley 5.42M 0.0% $1.01B 0.1% ▼ Trim 3 SEC ↗
65 Morgan Stanley 5.42M 0.0% $1.01B 0.1% ▼ Trim 3 SEC ↗
66 Morgan Stanley 5.42M 0.0% $1.01B 0.1% ▼ Trim 3 SEC ↗
67 Morgan Stanley 5.42M 0.0% $1.01B 0.1% ▼ Trim 3 SEC ↗
68 Morgan Stanley 5.42M 0.0% $1.01B 0.1% ▼ Trim 3 SEC ↗
69 Morgan Stanley 5.42M 0.0% $1.01B 0.1% ▼ Trim 3 SEC ↗
70 Morgan Stanley 5.42M 0.0% $1.01B 0.1% ▼ Trim 3 SEC ↗
71 Morgan Stanley 5.42M 0.0% $1.01B 0.1% ▼ Trim 3 SEC ↗
72 Morgan Stanley 5.42M 0.0% $1.01B 0.1% ▼ Trim 3 SEC ↗
73 Morgan Stanley 5.42M 0.0% $1.01B 0.1% ▼ Trim 3 SEC ↗
74 Morgan Stanley 5.42M 0.0% $1.01B 0.1% ▼ Trim 3 SEC ↗
75 Morgan Stanley 5.42M 0.0% $1.01B 0.1% ▼ Trim 3 SEC ↗
76 Morgan Stanley 5.42M 0.0% $1.01B 0.1% ▼ Trim 3 SEC ↗
77 Morgan Stanley 5.42M 0.0% $1.01B 0.1% ▼ Trim 3 SEC ↗
78 Morgan Stanley 5.42M 0.0% $1.01B 0.1% ▼ Trim 3 SEC ↗
79 Fidelity (FMR) 5.04M +127.2% $939.19M 0.1% ▲ Add 4 SEC ↗
80 Fidelity (FMR) 5.04M +127.2% $939.19M 0.1% ▲ Add 4 SEC ↗
81 Fidelity (FMR) 5.04M +127.2% $939.19M 0.1% ▲ Add 4 SEC ↗
82 Fidelity (FMR) 5.04M +127.2% $939.19M 0.1% ▲ Add 4 SEC ↗
83 Northern Trust Corp 5.00M -1.2% $933.10M 0.1% ▼ Trim 2 SEC ↗
84 Northern Trust Corp 5.00M -1.2% $933.10M 0.1% ▼ Trim 2 SEC ↗
85 Northern Trust Corp 5.00M -1.2% $933.10M 0.1% ▼ Trim 2 SEC ↗
86 Northern Trust Corp 5.00M -1.2% $933.10M 0.1% ▼ Trim 2 SEC ↗
87 Northern Trust Corp 5.00M -1.2% $933.10M 0.1% ▼ Trim 2 SEC ↗
88 Northern Trust Corp 5.00M -1.2% $933.10M 0.1% ▼ Trim 2 SEC ↗
89 Northern Trust Corp 5.00M -1.2% $933.10M 0.1% ▼ Trim 2 SEC ↗
90 Northern Trust Corp 5.00M -1.2% $933.10M 0.1% ▼ Trim 2 SEC ↗
91 Northern Trust Corp 5.00M -1.2% $933.10M 0.1% ▼ Trim 2 SEC ↗
92 Northern Trust Corp 5.00M -1.2% $933.10M 0.1% ▼ Trim 2 SEC ↗
93 Dimensional Fund Advisors Lp 4.61M +2.3% $859.21M 0.2% ▲ Add 2 SEC ↗
94 Dimensional Fund Advisors Lp 4.61M +2.3% $859.21M 0.2% ▲ Add 2 SEC ↗
95 Dimensional Fund Advisors Lp 4.61M +2.3% $859.21M 0.2% ▲ Add 2 SEC ↗
96 Dimensional Fund Advisors Lp 4.61M +2.3% $859.21M 0.2% ▲ Add 2 SEC ↗
97 Dimensional Fund Advisors Lp 4.61M +2.3% $859.21M 0.2% ▲ Add 2 SEC ↗
98 Charles Schwab Investment… 4.27M +0.7% $796.91M 0.1% ▲ Add 2 SEC ↗
99 Legal & General Group Plc 3.69M -2.5% $688.15M 0.2% ▼ Trim 2 SEC ↗
100 Legal & General Group Plc 3.69M -2.5% $688.15M 0.2% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

Norges Bank $1.11B was 0.1%
Point72 Asset Management $13.80M was 0.0%
Qube Research & Technologies… $5.06M was 0.0%
Hrt Financial Lp $2.34M was 0.0%
Grantham, Mayo, Van Otterloo… $1.29M was 0.0%
Group One Trading Llc $360,224 was 0.0%
GAMCO Investors $227,685 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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API