SIMON PROPERTY GROUP INC (SPG) Institutional Ownership Changes & 13F Activity
SIMON PROPERTY GROUP INC (SPG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, State Street Corp, Allianz Asset Management Gmbh, Qrg Capital Management, Inc., and California State Teachers Retirement System.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Qrg Capital Management, Inc. | Sell | -72,171 | -58.9% | 50,462 | $11.29M | Q2 2026 | Sep 23, 2026 |
| Envestnet Asset Management Inc | Buy | +11,947 | +3.7% | 337,371 | $75.45M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -2,493 | -57.8% | 1,818 | $406.59K | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Sell | -574,739 | -2.7% | 20,356,570 | $4.55B | Q2 2026 | Sep 22, 2026 |
| Andra Ap-Fonden | Sell | -19,900 | -19.6% | 81,662 | $18.26M | Q2 2026 | Sep 22, 2026 |
| Manufacturers Life Insurance Company, The | Buy | +2,902 | +1.2% | 248,541 | $55.59M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Sell | -2,896 | -29.4% | 6,970 | $1.56M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +40 | +2.9% | 1,436 | $321.16K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -989,123 | -86.9% | 149,374 | $33.41M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Buy | +270,039 | +29.8% | 1,176,483 | $263.12M | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -207 | -7.7% | 2,494 | $557.78K | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +13 | +24.5% | 66 | $14.76K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +34,112 | +64.3% | 87,140 | $19.49M | Q2 2026 | Aug 27, 2026 |
| Vela Investment Management, Llc | Sell | -225 | -8.3% | 2,480 | $554.65K | Q2 2026 | Aug 27, 2026 |
| Groupe La Francaise | Buy | +27,311 | — | 27,311 | $6.11M | Q2 2026 | Aug 25, 2026 |
| Tobias Financial Advisors, Inc. | Buy | +30 | +0.8% | 3,811 | $852.28K | Q2 2026 | Aug 25, 2026 |
| California State Teachers Retirement System | Sell | -45,727 | -8.9% | 470,733 | $105.28M | Q2 2026 | Aug 24, 2026 |
| Cyber Hornet Etfs Llc | Sell | -13 | -1.4% | 884 | $197.71K | Q2 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Buy | +254 | +3.5% | 7,477 | $1.67M | Q2 2026 | Aug 21, 2026 |
| Clifford Swan Investment Counsel Llc | Buy | +954 | — | 954 | $213.36K | Q2 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Buy | +615 | +26.5% | 2,940 | $657.60K | Q2 2026 | Aug 20, 2026 |
| Harvest Fund Management Co., Ltd | Sell | -85 | -7.4% | 1,066 | $238.00K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -37,738 | -26.5% | 104,674 | $23.41M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -31,959 | -68.3% | 14,835 | $3.32M | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Buy | +4 | +0.3% | 1,154 | $258.09K | Q2 2026 | Aug 19, 2026 |
| Rakuten Investment Management, Inc. | Buy | +4,745 | +9.8% | 53,072 | $12.08M | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +3,370 | — | 3,370 | $753.64K | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +1,153 | +2.8% | 42,639 | $9.54M | Q2 2026 | Aug 18, 2026 |
| Pin Oak Investment Advisors Inc | Buy | +6 | — | 6 | $1.00 | Q2 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Buy | +1 | +1.5% | 69 | $15.37K | Q2 2026 | Aug 18, 2026 |
Frequently asked questions about SPG activity
Which institutional owners are buying SPG?
Institutional owners buying SPG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SPG activity?
"Buy" means an investor increased their reported position in SPG compared to the prior reporting period. This reflects growing exposure to SIMON PROPERTY GROUP INC (SPG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SPG increasing?
Institutional interest in SPG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related SPG Institutional Insights
- SPG Overview
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- Institutional Portfolio Overlap & Shared Holdings
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- Most Sold Real Estate Stocks By Institutional Investors
- SPG Insider Trading & SEC Form 4 Activity
- SPG Articles
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