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SPG — SIMON PPTY GROUP INC NEW

Reported value held$39.77B
Funds holding (latest)50
SectorReal Estate

Index member: S&P 500

Funds holding (Q2 2026)45
Institutional value$31.01B · 142.65M sh
New / Add / Cut / Exit1 / 21 / 21 / 3
Top-5 / Top-10 concentration55.3% / 73.4%
Institutional holdings change Accumulating +6.7% (+8.97M sh)
Institutional value change Up +27.7%

As of Q2 2026, 45 SEC-registered investment managers reported holding SPG (SIMON PPTY GROUP INC NEW) in their latest 13F filings, with a combined reported value of $31.01B across 142.65M shares. That is +6.7% by share count (+8.97M shares) versus the previous quarter, while reported value moved +27.7%. Ownership is concentrated: the five largest holders account for 55.3% of reported value and the top ten for 73.4%.

Compared with the prior quarter, 1 opened new positions, 21 added to existing stakes, 21 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

SPG is a constituent of the S&P 500 and is classified in the Real Estate sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 46.97M $8.69B 0.13% Add
BlackRock Inc history Q2 2026 37.27M $8.34B 0.13% Add
Geode Capital Management history Q2 2026 11.34M $2.53B 0.14% Add
Capital World Investors history Q2 2026 10.52M $2.35B 0.29% Add
Wellington Management Group history Q2 2026 9.39M $2.10B 0.38% Add
Bank of America Corp history Q2 2026 8.25M $1.84B 0.12% Reduce
Morgan Stanley history Q2 2026 5.57M $1.24B 0.07% Add
Fidelity Management & Research (FMR) history Q2 2026 5.56M $1.24B 0.06% Add
Northern Trust Corp history Q2 2026 5.07M $1.13B 0.13% Add
Charles Schwab Investment Management history Q2 2026 4.53M $1.01B 0.14% Add
JPMorgan Chase & Co history Q2 2026 4.28M $973.21M 0.11% New
Norges Bank Investment Management history Q2 2026 4.29M $960.19M 0.10% Reduce
Invesco Ltd history Q2 2026 3.54M $792.68M 0.07% Add
Legal & General Investment Management America history Q2 2026 3.51M $783.97M 0.16% Reduce
Goldman Sachs Group history Q2 2026 3.14M $702.90M 0.06% Reduce
Deutsche Bank AG history Q2 2026 2.29M $512.25M 0.16% Reduce
CPP Investments history Q2 2026 2.19M $489.65M 0.27% Reduce
BNY Mellon history Q2 2026 2.08M $464.88M 0.08% Hold
Principal Global Investors history Q2 2026 2.06M $461.04M 0.23% Reduce
UBS Group AG history Q2 2026 1.59M $355.89M 0.05% Reduce

View all 50 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 35.71M 38.98M 39.27M 38.30M 37.57M 37.26M 36.81M 37.27M
Geode Capital Management 6.78M 7.47M 7.72M 7.89M 7.93M 7.38M 8.14M 7.64M 8.54M 8.66M 8.90M 9.13M 8.93M 9.16M 9.46M 9.59M 10.21M 10.57M 10.83M 11.34M
Capital World Investors 1.00M 1.00M 1.00M 1.00M — — — — — — — — — 695.53K 5.62M 5.78M 8.38M 8.61M 9.05M 10.52M
Wellington Management Group 543.79K 723.17K 544.78K 227.10K 24.61K 307.37K 430.57K 307.72K 303.45K 490.19K 1.87M 1.74M 884.19K 921.58K 914.89K 1.00M 7.37M 7.94M 9.15M 9.39M
Bank of America Corp 1.46M 1.38M 1.69M 1.35M 1.70M 1.67M 2.23M 1.78M 1.74M 1.61M 2.18M 6.62M 6.52M 6.47M 6.68M 7.72M 7.61M 8.01M 8.50M 8.25M
Morgan Stanley 3.67M 4.24M 4.29M 5.49M 6.08M 6.50M 5.97M 5.83M 5.84M 5.78M 5.61M 5.70M 5.55M 5.50M 5.39M 5.27M 5.35M 5.42M 5.42M 5.57M
Fidelity Management & Research (FMR) 8.08M 8.17M 6.52M 5.94M 6.49M 6.77M 5.92M 6.49M 5.93M 5.67M 5.41M 5.37M 4.33M 3.77M 3.65M 3.03M 3.31M 2.22M 5.04M 5.56M
Northern Trust Corp 5.56M 5.35M 5.27M 4.77M 4.72M 4.53M 4.71M 4.66M 4.75M 3.98M 3.88M 3.94M 3.74M 5.46M 5.56M 5.26M 5.34M 5.06M 5.00M 5.07M
Charles Schwab Investment Management 3.11M 3.16M 3.24M 3.19M 3.24M 3.36M 3.41M 3.42M 3.47M 3.54M 3.61M 3.62M 3.57M 3.64M 3.66M 3.80M 4.06M 4.24M 4.27M 4.53M
JPMorgan Chase & Co 2.64M 3.70M 3.20M 3.77M 3.89M 3.30M 3.11M 4.70M 4.61M 4.28M 4.62M 4.12M 4.46M 4.71M 4.85M 6.51M 6.66M 6.32M — 4.28M
Norges Bank Investment Management — — — — — 6.88M — — — 17.96M — 17.44M — 11.96M — 6.54M — 6.01M — 4.29M
Invesco Ltd 3.44M 3.14M 2.93M 1.83M 1.50M 1.41M 2.30M 2.34M 2.41M 2.39M 3.38M 3.46M 3.67M 4.22M 3.66M 3.39M 3.29M 3.32M 3.24M 3.54M
Legal & General Investment Management America 4.18M 4.06M 4.14M 4.16M 4.00M 4.00M 4.24M 4.37M 4.24M 4.91M 4.85M 4.80M 4.60M 3.74M 3.80M 3.75M 3.66M 3.78M 3.69M 3.51M
Goldman Sachs Group 2.44M 2.97M 2.89M 2.20M 2.10M 2.26M 2.08M 2.03M 3.03M 2.84M 2.08M 2.35M 1.98M 2.46M 2.98M 2.58M 2.76M 2.57M 3.59M 3.14M
Deutsche Bank AG 3.27M 3.54M 1.97M 713.73K 1.48M 3.11M 3.75M 3.66M 2.22M 2.69M 2.77M 3.19M 2.97M 3.59M 3.17M 2.35M 3.00M 2.62M 2.45M 2.29M
CPP Investments 839.83K 1.27M 1.23M 1.38M 1.16M 1.08M 1.10M 1.08M 1.08M 1.05M 1.05M 1.07M 1.08M 1.09M 406.79K 462.67K 557.70K 1.02M 2.21M 2.19M
BNY Mellon 3.76M 3.76M 3.28M 3.01M 3.05M 2.96M 2.90M 2.84M 2.77M 2.62M 2.54M 2.46M 2.27M 2.27M 2.24M 2.33M 2.22M 2.12M 2.08M 2.08M
Principal Global Investors 1.83M 2.01M 2.09M 2.06M 2.02M 1.91M 2.12M 2.10M 2.13M 1.72M 1.29M 1.29M 1.28M 1.38M 3.21M 2.88M 2.84M 2.86M 2.60M 2.06M
UBS Group AG 852.27K 673.57K 501.90K 523.58K 369.30K 437.65K 477.71K 615.14K 575.94K 586.10K 1.08M 1.00M 1.30M 1.11M 1.31M 1.24M 2.51M 1.56M 1.69M 1.59M
Prudential Financial 1.44M 1.24M 1.46M 1.11M 975.45K 1.01M 768.68K 853.48K 1.43M 1.48M 1.47M 1.12M 1.43M 1.34M 1.24M 1.28M 1.45M 1.40M 1.54M 1.44M

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