SPGSimon Property Group
Simon Property Group, Inc. is an Indiana corporation that operates as a self-administered and self-managed real estate investment trust, or REIT, under the Internal Revenue Code of 1986, as amended, or the Internal Revenue Code. 10-K, Item 1
- Headquarters
- Indianapolis, IN
- CEO
- David Simon
- Next results
- around Feb 1, 2027
Who owns SPG
94% of the shares are held by institutions that file 13Fs; the rest by everyone else.
13F filings are quarterly and up to 45 days old. Insider trades: Form 4 rows coded P (bought) and S (sold) at a price, not grants or plan exercises.
Institutional ownership 13F data can be up to 45 days old
Every 13F-HR filed for the quarter ending Jun 30, 2026, from SEC's Form 13F data sets. A 13F lists the long positions of managers with more than $100M in US stocks. Two managers can report the same shares, so totals can count some shares twice.
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| BlackRock, Inc. | 37.27M | $8.3B | 11.53% | Added +1.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 27.88M | $6.2B | 8.62% | Added +20.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 20.63M | $4.6B | 6.38% | Held |
| STATE STREET CORP | 20.36M | $4.6B | 6.30% | Reduced -2.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 11.34M | $2.5B | 3.51% | Added +4.7% |
| Capital World Investors | 10.52M | $2.4B | 3.25% | Added +16.3% |
| WELLINGTON MANAGEMENT GROUP LLP | 9.39M | $2.1B | 2.90% | Added +2.7% |
| BANK OF AMERICA CORP /DE/ | 8.25M | $1.8B | 2.55% | Reduced -3.0% |
| COHEN & STEERS, INC. | 5.87M | $1.3M | 1.82% | Held |
| MORGAN STANLEY | 5.57M | $1.2B | 1.72% | Added +2.7% |
| FMR LLC | 5.56M | $1.2B | 1.72% | Added +10.5% |
| NORTHERN TRUST CORP | 5.07M | $1.1B | 1.57% | Added +1.4% |
| DIMENSIONAL FUND ADVISORS LP | 4.55M | $1.0B | 1.41% | Reduced -1.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.53M | $1.0B | 1.40% | Added +5.9% |
| NORGES BANK | 4.29M | $960.2M | 1.33% | New |
| JPMORGAN CHASE & CO | 4.28M | $973.2M | 1.32% | Reduced -24.6% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 4.11M | $920K | 1.27% | Added +15.2% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3.60M | $806.2M | 1.11% | Added ×137 |
| Invesco Ltd. | 3.54M | $792.7M | 1.10% | Added +9.3% |
| Legal & General Group Plc | 3.51M | $784.0M | 1.08% | Reduced -5.0% |
| GOLDMAN SACHS GROUP INC | 3.09M | $690.6M | 0.95% | Reduced -9.4% |
| Nuveen, LLC | 2.86M | $640.7M | 0.89% | Held |
| Boston Partners | 2.37M | $530.6M | 0.73% | Added +3.1% |
| DEUTSCHE BANK AG\ | 2.29M | $512.3M | 0.71% | Reduced -6.3% |
| CANADA PENSION PLAN INVESTMENT BOARD | 2.19M | $489.6M | 0.68% | Reduced -0.8% |
Bought the most shares
- VANGUARD PORTFOLIO MANAGEMENT LLC +4.78M
- NORGES BANK +4.29M, new
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC +3.58M
- Capital World Investors +1.47M
- PRICE T ROWE ASSOCIATES INC /MD/ +543K
- FMR LLC +526K
- GEODE CAPITAL MANAGEMENT, LLC +510K
- Cardano Risk Management B.V. +466K, new
- Jupiter Topco LLC +462K, new
- BlackRock, Inc. +456K
Sold the most shares
- JPMORGAN CHASE & CO -1.40M
- CITADEL ADVISORS LLC -989K
- Resolution Capital Ltd -688K
- CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC -663K
- Amundi -655K
- STATE STREET CORP -575K
- MILLENNIUM MANAGEMENT LLC -542K
- PRINCIPAL FINANCIAL GROUP INC -534K
- Caisse de depot et placement du Quebec -431K
- Alyeska Investment Group, L.P. -412K, sold out
Superinvestors holding SPG 13F data can be up to 45 days old
From the latest 13F-HR of each of the investors followed on Investors. A 13F shows holdings at the end of a quarter and is filed up to 45 days later.
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| Chris Davis Davis Selected Advisers | Jun 30, 2026 | 49K | $11.0M | 0.05% | Reduced -2.3% |
13D filings: owners of more than 5% who may push for change
No Schedule 13D about SPG in the last year.
Work on SPG in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/SPG/export.csv") into a cell.