SPG Institutional Ownership
Simon Property Group, Inc.
1W: +5.0%
1M: +3.9%
3M: -10.1%
YTD: +15.6%
1Y: +20.5%
3Y: +123.8%
5Y: +85.7%
$212.10
-0.59 (-0.28%)
Weekly Expected Move ±3.0%
$199
$205
$212
$218
$224
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $566.3M held by 292 funds, 69 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — SPG
1,469
Institutional Holders
+65 vs prior quarter
0.0%
Ownership
+0.00pp
$66B
Total Invested
164
New Positions
520
Increased
562
Reduced
93
Closed
1.06
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1538 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 37,269,192 | $7.9B | +455,543 | +1.2% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 27,878,674 | $5.9B | +4,780,542 | +20.7% | 2Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 20,632,222 | $4.4B | +58,521 | +0.3% | 2Q | SEC ↗ |
| 4 | STATE STREET CORP | 20,356,570 | $4.3B | -574,739 | -2.7% | 46Q | SEC ↗ |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 11,335,910 | $2.4B | +510,197 | +4.7% | 92Q | SEC ↗ |
| 6 | Capital World Investors | 10,524,034 | $2.2B | +1,473,719 | +16.3% | 7Q | SEC ↗ |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 9,390,325 | $2.0B | +242,709 | +2.7% | 83Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 8,248,498 | $1.8B | -254,635 | -3.0% | 15Q | SEC ↗ |
| 9 | COHEN & STEERS, INC. | 5,870,615 | $1.2B | -11,392 | -0.2% | 87Q | SEC ↗ |
| 10 | MORGAN STANLEY | 5,566,600 | $1.2B | +144,803 | +2.7% | 60Q | SEC ↗ |
| 11 | FMR LLC | 5,561,360 | $1.2B | +526,276 | +10.5% | 110Q | SEC ↗ |
| 12 | NORTHERN TRUST CORP | 5,073,232 | $1.1B | +70,840 | +1.4% | 110Q | SEC ↗ |
| 13 | DIMENSIONAL FUND ADVISORS LP | 4,552,481 | $968M | -54,000 | -1.2% | 102Q | SEC ↗ |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 4,525,891 | $963M | +253,626 | +5.9% | 15Q | SEC ↗ |
| 15 | Sixth Street Partners Management Compa NEW | 4,525,891 | $963M | — | +0.0% | 1Q | SEC ↗ |
| 16 | NORGES BANK NEW | 4,293,287 | $913M | — | +0.0% | 1Q | SEC ↗ |
| 17 | JPMORGAN CHASE & CO | 4,276,720 | $910M | -1,395,700 | -24.6% | 103Q | SEC ↗ |
| 18 | PRICE T ROWE ASSOCIATES INC /MD | 4,114,943 | $875M | +543,481 | +15.2% | 16Q | SEC ↗ |
| 19 | UBS AM, a distinct business unit of UB | 3,604,590 | $767M | +3,578,240 | +13579.7% | 63Q | SEC ↗ |
| 20 | Invesco Ltd. | 3,544,285 | $754M | +302,317 | +9.3% | 87Q | SEC ↗ |
| 21 | Legal & General Group Plc | 3,505,359 | $746M | -183,877 | -5.0% | 27Q | SEC ↗ |
| 22 | GOLDMAN SACHS GROUP INC | 3,087,753 | $657M | -318,795 | -9.4% | 15Q | SEC ↗ |
| 23 | Nuveen, LLC | 2,864,885 | $609M | -7,843 | -0.3% | 6Q | SEC ↗ |
| 24 | Boston Partners | 2,372,645 | $505M | +70,574 | +3.1% | 27Q | SEC ↗ |
| 25 | DEUTSCHE BANK AG | 2,290,431 | $487M | -155,113 | -6.3% | 52Q | SEC ↗ |
| 26 | CANADA PENSION PLAN INVESTMENT BOARD | 2,189,345 | $466M | -18,768 | -0.8% | 78Q | SEC ↗ |
| 27 | ROYAL BANK OF CANADA | 2,090,957 | $445M | +401,627 | +23.8% | 69Q | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 2,078,596 | $442M | -581 | -0.0% | 76Q | SEC ↗ |
| 29 | PRINCIPAL FINANCIAL GROUP INC | 2,061,411 | $438M | -533,805 | -20.6% | 83Q | SEC ↗ |
| 30 | VANGUARD FIDUCIARY TRUST CO | 1,848,903 | $393M | +21,847 | +1.2% | 2Q | SEC ↗ |
| 31 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 1,606,504 | $342M | +206,309 | +14.7% | 34Q | SEC ↗ |
| 32 | Daiwa Securities Group Inc. | 1,508,731 | $321M | -69,349 | -4.4% | 63Q | SEC ↗ |
| 33 | Sumitomo Mitsui Trust Group, Inc. | 1,457,893 | $310M | -55,178 | -3.6% | 61Q | SEC ↗ |
| 34 | PRUDENTIAL FINANCIAL INC | 1,436,745 | $306M | -106,338 | -6.9% | 99Q | SEC ↗ |
| 35 | Smead Capital Management, Inc. | 1,399,725 | $298M | -160,135 | -10.3% | 26Q | SEC ↗ |
| 36 | HSBC HOLDINGS PLC | 1,393,927 | $296M | +112,979 | +8.8% | 96Q | SEC ↗ |
| 37 | UBS Group AG | 1,380,583 | $294M | -66,675 | -4.6% | 47Q | SEC ↗ |
| 38 | AMERIPRISE FINANCIAL INC | 1,364,286 | $290M | +3,174 | +0.2% | 16Q | SEC ↗ |
| 39 | Amundi | 1,335,838 | $284M | -654,903 | -32.9% | 21Q | SEC ↗ |
| 40 | Resolution Capital Ltd | 1,310,049 | $279M | -688,362 | -34.4% | 7Q | SEC ↗ |
| 41 | National Pension Service | 1,223,015 | $260M | +9,673 | +0.8% | 48Q | SEC ↗ |
| 42 | Allianz Asset Management GmbH | 1,176,483 | $250M | +270,039 | +29.8% | 57Q | SEC ↗ |
| 43 | Mitsubishi UFJ Asset Management Co., L | 1,063,661 | $226M | +61,866 | +6.2% | 69Q | SEC ↗ |
| 44 | HighTower Advisors, LLC | 1,021,493 | $217M | -44,597 | -4.2% | 56Q | SEC ↗ |
| 45 | Capital Research Global Investors | 989,525 | $210M | +162,713 | +19.7% | 2Q | SEC ↗ |
| 46 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 975,188 | $207M | +107,827 | +12.4% | 15Q | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 957,972 | $204M | +26,476 | +2.8% | 39Q | SEC ↗ |
| 48 | CANADA LIFE ASSURANCE Co | 948,914 | $202M | -654 | -0.1% | 54Q | SEC ↗ |
| 49 | BANK OF MONTREAL /CAN | 942,135 | $200M | +114,210 | +13.8% | 53Q | SEC ↗ |
| 50 | California Public Employees Retirement | 929,555 | $198M | +356,550 | +62.2% | 82Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 4,525,891 | $963M |
| NORGES BANK | 4,293,287 | $913M |
| Cardano Risk Management B.V. | 466,269 | $99M |
| Jupiter Topco LLC | 462,314 | $98M |
| Nykredit A/S | 112,614 | $24M |
| L & S Advisors Inc | 43,268 | $9M |
| Elo Mutual Pension Insurance Co | 36,216 | $8M |
| Lighthouse Investment Partners, LLC | 31,195 | $7M |
| IBEX WEALTH ADVISORS | 27,525 | $6M |
| Curated Wealth Partners LLC | 21,029 | $4M |
| ALPS ADVISORS INC | 19,019 | $4M |
| Quadrature Capital Ltd | 18,601 | $4M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 12,676 | $3M |
| IMC-Chicago, LLC | 9,477 | $2M |
| OSSIAM | 9,184 | $2M |
| Virtus Investment Advisers, LLC | 8,956 | $2M |
| Richard Bernstein Advisors LLC | 8,759 | $2M |
| Global Retirement Partners, LLC | 8,728 | $2M |
| IPG Investment Advisors LLC | 8,509 | $2M |
| Parallax Volatility Advisers, L.P. | 8,150 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Alyeska Investment Group, L.P. | 412,169 | $88M |
| STRS OHIO | 370,703 | $79M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 180,218 | $38M |
| Skandinaviska Enskilda Banken AB (p | 154,005 | $33M |
| TUDOR INVESTMENT CORP ET AL | 129,240 | $27M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 99,928 | $21M |
| ExodusPoint Capital Management, LP | 90,160 | $19M |
| DARK FOREST CAPITAL MANAGEMENT LP | 67,279 | $14M |
| Nixon Capital, LLC | 60,371 | $13M |
| Engineers Gate Manager LP | 49,575 | $11M |
| Y-Intercept (Hong Kong) Ltd | 46,075 | $10M |
| ACADIAN ASSET MANAGEMENT LLC | 38,230 | $8M |
| PEAK6 LLC | 33,904 | $7M |
| Hudson Bay Capital Management LP | 30,000 | $6M |
| Alberta Investment Management Corp | 28,100 | $6M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 27,795 | $6M |
| tru Independence LLC | 26,237 | $6M |
| Anson Funds Management LP | 26,100 | $6M |
| Oak Thistle LLC | 21,795 | $5M |
| Quantbot Technologies LP | 21,405 | $5M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | +4,780,542 | +20.7% | 27,878,674 |
| UBS AM, a distinct business unit of | +3,578,240 | +13579.7% | 3,604,590 |
| Capital World Investors | +1,473,719 | +16.3% | 10,524,034 |
| PRICE T ROWE ASSOCIATES INC /MD | +543,481 | +15.2% | 4,114,943 |
| FMR LLC | +526,276 | +10.5% | 5,561,360 |
| GEODE CAPITAL MANAGEMENT, LLC | +510,197 | +4.7% | 11,335,910 |
| BlackRock, Inc. | +455,543 | +1.2% | 37,269,192 |
| ROYAL BANK OF CANADA | +401,627 | +23.8% | 2,090,957 |
| TWO SIGMA INVESTMENTS, LP | +372,349 | +1764.5% | 393,451 |
| California Public Employees Retirem | +356,550 | +62.2% | 929,555 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +352,918 | +255.5% | 491,044 |
| 1832 Asset Management L.P. | +337,815 | +310.7% | 446,547 |
| Invesco Ltd. | +302,317 | +9.3% | 3,544,285 |
| JANUS HENDERSON GROUP PLC | +285,426 | +535.0% | 338,772 |
| Allianz Asset Management GmbH | +270,039 | +29.8% | 1,176,483 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +253,626 | +5.9% | 4,525,891 |
| Thrivent Financial for Lutherans | +251,156 | +256.0% | 349,259 |
| WELLINGTON MANAGEMENT GROUP LLP | +242,709 | +2.7% | 9,390,325 |
| CENTERSQUARE INVESTMENT MANAGEMENT | +206,309 | +14.7% | 1,606,504 |
| Capital Research Global Investors | +162,713 | +19.7% | 989,525 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -1,395,700 | -24.6% | 4,276,720 |
| CITADEL ADVISORS LLC | -989,123 | -86.9% | 149,374 |
| Resolution Capital Ltd | -688,362 | -34.4% | 1,310,049 |
| CBRE INVESTMENT MANAGEMENT LISTED R | -663,064 | -54.8% | 546,521 |
| Amundi | -654,903 | -32.9% | 1,335,838 |
| STATE STREET CORP | -574,739 | -2.7% | 20,356,570 |
| MILLENNIUM MANAGEMENT LLC | -542,420 | -75.0% | 180,592 |
| PRINCIPAL FINANCIAL GROUP INC | -533,805 | -20.6% | 2,061,411 |
| Caisse de depot et placement du Que | -430,819 | -40.1% | 643,630 |
| PGGM Investments | -403,783 | -63.3% | 234,295 |
| GOLDMAN SACHS GROUP INC | -318,795 | -9.4% | 3,087,753 |
| LAZARD ASSET MANAGEMENT LLC | -317,812 | -92.2% | 26,823 |
| Susquehanna Portfolio Strategies, L | -267,001 | -90.0% | 29,688 |
| BANK OF AMERICA CORP /DE | -254,635 | -3.0% | 8,248,498 |
| HEALTHCARE OF ONTARIO PENSION PLAN | -194,152 | -76.9% | 58,274 |
| Legal & General Group Plc | -183,877 | -5.0% | 3,505,359 |
| Smead Capital Management, Inc. | -160,135 | -10.3% | 1,399,725 |
| DEUTSCHE BANK AG | -155,113 | -6.3% | 2,290,431 |
| Weiss Asset Management LP | -148,627 | -98.3% | 2,554 |
| BARCLAYS PLC | -146,596 | -18.4% | 648,594 |