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Security record · archived quarter

SPG

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

203.74 -0.8% mkt cap $65.92B quote delayed (FMP) · as of Oct 19 14:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 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
Q3 2026 4 0 147.50K $28.78M n/a n/a
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
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 36.81M -1.2% $6.87B 0.1% ▼ Trim 4 SEC ↗ ×21
2 State Street Global Advisors ✦ (passive) 20.93M -2.6% $3.90B 0.1% ▼ Trim 6 SEC ↗
3 Vanguard Capital Management Llc 20.57M n/a $3.84B 0.1% n/c 1 SEC ↗
4 Geode Capital Management ✦ (passive) 10.83M +2.4% $2.01B 0.1% ▲ Add 8 SEC ↗ ×2
5 Wellington Management ✦ 9.15M +15.2% $1.71B 0.3% ▲ Add 8 SEC ↗ ×8
6 Capital World Investors ✦ 9.05M +5.1% $1.69B 0.2% ▲ Add 6 SEC ↗
7 Bank Of America Corp /De/ 8.50M +6.1% $1.59B 0.1% ▲ Add 2 SEC ↗ ×8
8 JPMorgan Chase ✦ 5.67M -10.2% $1.03B 0.1% ▼ Trim 3 SEC ↗ ×19
9 Morgan Stanley ✦ 5.42M 0.0% $1.01B 0.1% ▼ Trim 3 SEC ↗ ×17
10 Fidelity (FMR) ✦ 5.04M +127.2% $939.19M 0.1% ▲ Add 4 SEC ↗ ×4
11 Northern Trust Corp 5.00M -1.2% $933.10M 0.1% ▼ Trim 2 SEC ↗ ×10
12 Dimensional Fund Advisors Lp 4.61M +2.3% $859.21M 0.2% ▲ Add 2 SEC ↗ ×5
13 Charles Schwab Investment… 4.27M +0.7% $796.91M 0.1% ▲ Add 2 SEC ↗
14 Legal & General Group Plc 3.69M -2.5% $688.15M 0.2% ▼ Trim 2 SEC ↗ ×3
15 T. Rowe Price ✦ 3.57M -0.4% $666.19M 0.1% ▼ Trim 8 SEC ↗ ×4
16 Goldman Sachs Group ✦ 3.41M +39.8% $635.42M 0.1% ▲ Add 3 SEC ↗ ×7
17 Invesco Ltd. 3.24M -2.2% $604.72M 0.1% ▼ Trim 2 SEC ↗ ×21
18 Nuveen, LLC 2.87M -22.4% $535.85M 0.1% ▼ Trim 2 SEC ↗ ×3
19 Principal Financial Group Inc 2.60M -9.2% $484.09M 0.3% ▼ Trim 2 SEC ↗ ×4
20 Deutsche Bank Ag\ 2.45M -6.7% $456.17M 0.2% ▼ Trim 2 SEC ↗ ×9
21 Boston Partners 2.30M -4.2% $429.42M 0.5% ▼ Trim 2 SEC ↗ ×4
22 Canada Pension Plan Investment Board 2.21M +117.0% $411.88M 0.3% ▲ Add 2 SEC ↗
23 Bank of New York Mellon Corp 2.08M -1.9% $387.83M 0.1% ▼ Trim 2 SEC ↗ ×19
24 Amundi 1.99M +19.0% $371.33M 0.1% ▲ Add 2 SEC ↗ ×7
25 Royal Bank Of Canada 1.69M +0.2% $315.11M 0.1% ▲ Add 2 SEC ↗ ×11
26 Daiwa Securities Group Inc. 1.58M -3.0% $294.36M 0.9% ▼ Trim 2 SEC ↗ ×2
27 Prudential Financial Inc 1.54M +10.1% $287.83M 0.4% ▲ Add 2 SEC ↗ ×3
28 Sumitomo Mitsui Trust Group, Inc. 1.51M -0.3% $282.23M 0.2% ▼ Trim 2 SEC ↗
29 UBS Group AG 1.45M +4.2% $269.96M 0.0% ▲ Add 2 SEC ↗ ×5
30 Ameriprise Financial Inc 1.36M -21.3% $252.12M 0.1% ▼ Trim 2 SEC ↗ ×7
31 Hsbc Holdings Plc 1.28M -48.5% $238.94M 0.1% ▼ Trim 2 SEC ↗ ×8
32 National Pension Service 1.21M -5.3% $226.32M 0.2% ▼ Trim 2 SEC ↗
33 Citadel Advisors ✦ 1.14M -1.1% $212.36M 0.2% ▼ Trim 8 SEC ↗ ×2
34 Caisse De Depot Et Placement Du… 1.07M +64.4% $200.42M 0.3% ▲ Add 2 SEC ↗
35 HighTower Advisors, LLC 1.07M -7.4% $198.85M 0.2% ▼ Trim 2 SEC ↗
36 Massachusetts Financial Services Co… 972.50K -2.2% $192.99M 0.1% ▼ Trim 2 SEC ↗ ×6
37 Mitsubishi UFJ Asset Management… 1.00M +6.8% $186.86M 0.1% ▲ Add 2 SEC ↗
38 Swiss National Bank 958.13K +7.1% $178.72M 0.1% ▲ Add 2 SEC ↗
39 Russell Investments Group, Ltd. 931.50K -5.4% $173.48M 0.2% ▼ Trim 2 SEC ↗ ×14
40 Allianz Asset Management GmbH 906.44K +28.6% $169.08M 0.2% ▲ Add 2 SEC ↗ ×3
41 Bank Of Montreal /Can/ 827.92K +14.1% $154.43M 0.1% ▲ Add 2 SEC ↗ ×9
42 Capital Research Global Investors 826.81K New $154.23M 0.0% New 1 SEC ↗
43 Schroder Investment Management Group 823.87K n/a $153.68M 0.1% n/c 1 SEC ↗ ×2
44 Barclays Plc 795.19K -22.2% $148.33M 0.1% ▼ Trim 2 SEC ↗ ×5
45 Sei Investments Co 736.03K +2.9% $137.29M 0.1% ▲ Add 2 SEC ↗ ×2
46 Alliancebernstein L.P. 731.02K -4.8% $135.32M 0.0% ▼ Trim 2 SEC ↗
47 Millennium Management ✦ 723.01K +113.8% $134.86M 0.1% ▲ Add 8 SEC ↗
48 Aberdeen Group plc 672.35K +0.4% $125.41M 0.2% ▲ Add 2 SEC ↗ ×3
49 Wells Fargo & Company/Mn 665.94K -5.0% $124.22M 0.0% ▼ Trim 2 SEC ↗ ×6
50 Rhumbline Advisers 663.17K +2.1% $123.70M 0.1% ▲ Add 2 SEC ↗
51 Bnp Paribas Financial Markets 622.97K +19.7% $116.20M 0.1% ▲ Add 2 SEC ↗
52 Citigroup Inc 621.10K +2.7% $115.85M 0.1% ▲ Add 2 SEC ↗ ×3
53 Nomura Asset Management Co Ltd 620.63K +2.6% $115.77M 0.3% ▲ Add 2 SEC ↗ ×2
54 Asset Management One Co., Ltd. 600.58K -1.5% $112.03M 0.3% ▼ Trim 2 SEC ↗
55 Raymond James Financial Inc 590.54K +3.2% $110.15M 0.0% ▲ Add 2 SEC ↗ ×5
56 Victory Capital Management Inc 576.90K +0.7% $107.61M 0.1% ▲ Add 2 SEC ↗
57 California Public Employees… 573.00K -1.1% $106.88M 0.1% ▼ Trim 2 SEC ↗
58 California State Teachers… 516.46K -2.4% $96.34M 0.1% ▼ Trim 2 SEC ↗
59 Nomura Asset Management… 447.49K -26.6% $83.47M 0.1% ▼ Trim 2 SEC ↗
60 American Century Companies Inc 437.53K -16.1% $81.61M 0.0% ▼ Trim 2 SEC ↗
61 AQR Capital Management ✦ 432.24K -32.8% $79.45M 0.0% ▼ Trim 8 SEC ↗ ×7
62 Alyeska Investment Group, L.P. 412.17K +226.4% $76.88M 0.2% ▲ Add 2 SEC ↗
63 BNP Paribas Asset Management… 411.85K -29.8% $76.82M 0.1% ▼ Trim 2 SEC ↗ ×5
64 Universal- Beteiligungs- und… 392.54K -5.5% $73.16M 0.1% ▼ Trim 2 SEC ↗
65 Franklin Resources Inc 391.53K -8.3% $73.03M 0.0% ▼ Trim 2 SEC ↗ ×12
66 Neuberger Berman Group LLC 372.64K -1.8% $69.51M 0.1% ▼ Trim 2 SEC ↗ ×2
67 Stifel Financial Corp 352.96K -1.7% $65.84M 0.1% ▼ Trim 2 SEC ↗ ×6
68 Lazard Asset Management Llc 344.63K +132.0% $64.28M 0.1% ▲ Add 2 SEC ↗
69 Ensign Peak Advisors, Inc 342.01K 0.0% $63.80M 0.1% Held 2 SEC ↗
70 Janus Henderson Group Plc 338.77K +535.0% $63.20M 0.0% ▲ Add 2 SEC ↗ ×3
71 Mitsubishi UFJ Trust & Banking Corp 325.87K +4.4% $60.78M 0.1% ▲ Add 2 SEC ↗ ×4
72 Envestnet Asset Management Inc 325.42K +18.6% $60.70M 0.0% ▲ Add 2 SEC ↗
73 Marshall Wace ✦ 321.02K +6.3% $59.88M 0.1% ▲ Add 2 SEC ↗ ×3
74 Storebrand Asset Management As 318.65K +3.0% $59.44M 0.2% ▲ Add 2 SEC ↗
75 LPL Financial LLC 316.22K -2.8% $58.98M 0.0% ▼ Trim 2 SEC ↗
76 FIL Ltd 305.66K +10.7% $57.02M 0.0% ▲ Add 2 SEC ↗ ×2
77 Pnc Financial Services Group, Inc. 297.30K -1.4% $55.45M 0.0% ▼ Trim 2 SEC ↗ ×7
78 Zurcher Kantonalbank (Zurich… 294.39K +2.4% $54.91M 0.1% ▲ Add 2 SEC ↗
79 PFA Pension, Forsikringsaktieselskab 282.00K +87.1% $52.60M 0.2% ▲ Add 2 SEC ↗
80 Credit Agricole S A 281.13K -16.2% $52.44M 0.2% ▼ Trim 2 SEC ↗ ×3
81 State Board Of Administration Of… 280.39K -1.7% $52.30M 0.1% ▼ Trim 2 SEC ↗
82 Aviva Plc 269.14K +3.3% $50.20M 0.1% ▲ Add 2 SEC ↗
83 Healthcare Of Ontario Pension Plan… 252.43K +386.3% $47.09M 0.1% ▲ Add 2 SEC ↗
84 Manufacturers Life Insurance… 245.64K +1.1% $45.82M 0.0% ▲ Add 2 SEC ↗
85 Td Asset Management Inc 227.41K +48.0% $42.42M 0.0% ▲ Add 2 SEC ↗ ×2
86 Royal London Asset Management Ltd 213.12K +0.1% $39.75M 0.1% ▲ Add 2 SEC ↗
87 Voya Investment Management Llc 207.52K +4.8% $38.71M 0.0% ▲ Add 2 SEC ↗ ×2
88 New York State Common Retirement… 205.76K -0.2% $38.38M 0.1% ▼ Trim 2 SEC ↗
89 Danske Bank A/S 197.32K +1.7% $36.81M 0.1% ▲ Add 2 SEC ↗ ×2
90 Quantinno Capital Management LP 192.86K +16.2% $35.97M 0.1% ▲ Add 2 SEC ↗
91 Swedbank AB 181.75K +0.5% $33.90M 0.0% ▲ Add 2 SEC ↗ ×2
92 State Of Wisconsin Investment Board 174.82K +3.4% $32.61M 0.1% ▲ Add 2 SEC ↗
93 Bamco Inc /Ny/ 166.06K -34.3% $30.97M 0.1% ▼ Trim 2 SEC ↗
94 National Bank Of Canada /Fi/ 162.94K +7.8% $30.39M 0.0% ▲ Add 2 SEC ↗ ×5
95 Pictet Asset Management Holding SA 160.81K +3.1% $29.99M 0.0% ▲ Add 2 SEC ↗
96 Chevy Chase Trust Holdings, LLC 160.48K -3.2% $29.93M 0.1% ▼ Trim 2 SEC ↗ ×2
97 Robeco Institutional Asset… 158.79K -60.4% $29.62M 0.0% ▼ Trim 2 SEC ↗
98 Cibc World Market Inc. 153.26K -15.7% $28.59M 0.1% ▼ Trim 2 SEC ↗
99 CIBC Bancorp USA Inc. 152.94K n/a $28.53M 0.0% n/c 1 SEC ↗ ×3
100 Adage Capital Partners ✦ 151.36K +20.9% $28.23M 0.0% ▲ Add 4 SEC ↗

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

New buyers

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.

Insider transactions

Open-market purchases (P)

Sep 30 LEWIS RANDALL J

Director · 65 sh @ 202.78 · $13,181

Sep 30 Cicco Martin J

Director · 15 sh @ 202.78 · $3,042

Sep 30 GLASSCOCK LARRY C

Director · 367 sh @ 202.78 · $74,420

Sep 30 Jones Nina P

Director · 46 sh @ 202.78 · $9,328

Sep 30 LEIBOWITZ REUBEN S

Director · 480 sh @ 202.78 · $97,334

Sep 30 Aeppel Glyn

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

Beneficial ownership
Jul 31 SC 13G/A: VANGUARD PORTFOLIO MANAGEMENT LLC

View original SEC filing ↗

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