SIMON PPTY GROUP INC NEW SPG
COM · REIT · CUSIP 828806109 · ISIN US8288061091
American commercial real estate company and real estate investment trust
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($235.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $223.51. Options: 32 managers hold calls ($369.6m notional), 32 hold puts ($476.2m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 921 |
| Q4 2022 | 994 |
| Q1 2023 | 987 |
| Q2 2023 | 988 |
| Q3 2023 | 985 |
| Q4 2023 | 1,058 |
| Q1 2024 | 1,084 |
| Q2 2024 | 1,104 |
| Q3 2024 | 1,135 |
| Q4 2024 | 1,195 |
| Q1 2025 | 1,203 |
| Q2 2025 | 1,213 |
| Q3 2025 | 1,221 |
| Q4 2025 | 1,288 |
| Q1 2026 | 1,310 |
| Q2 2026 | 1,357 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 538 | 465 |
| Q4 2024 | 521 | 503 |
| Q1 2025 | 572 | 492 |
| Q2 2025 | 608 | 496 |
| Q3 2025 | 584 | 511 |
| Q4 2025 | 594 | 488 |
| Q1 2026 | 609 | 531 |
| Q2 2026 | 664 | 555 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $400.4m | $372.3m | 0.93 |
| Q4 2025 | $291.2m | $449.6m | 1.54 |
| Q1 2026 | $313.0m | $439.7m | 1.40 |
| Q2 2026 | $369.6m | $476.2m | 1.29 |
Biggest buyers
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +4.8m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +3.6m |
| Capital World Investors | Added | +1.5m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +543.5k |
| FMR LLC | Added | +526.3k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +510.2k |
| Cardano Risk Management B.V. | New | +466.3k |
| BlackRock, Inc. | Added | +455.5k |
| ROYAL BANK OF CANADA | Added | +401.6k |
| TWO SIGMA INVESTMENTS, LP | Added | +372.3k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -1.4m |
| CITADEL ADVISORS LLC | Reduced | -989.1k |
| Resolution Capital Ltd | Reduced | -688.4k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | Reduced | -663.1k |
| Amundi | Reduced | -654.9k |
| STATE STREET CORP | Reduced | -574.7k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -542.4k |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | -533.8k |
| Caisse de depot et placement du Quebec | Reduced | -430.8k |
| Alyeska Investment Group, L.P. | Sold out | -412.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $96.2m430.2k shares |
| CITADEL ADVISORS LLC | Reduced | $36.9m164.8k shares |
| JANE STREET GROUP, LLC | Added | $35.0m156.4k shares |
| IMC-Chicago, LLC | Added | $29.1m130.2k shares |
| BNP PARIBAS FINANCIAL MARKETS | Added | $27.2m1.2k shares |
| PEAK6 LLC | Added | $24.7m110.5k shares |
| Walleye Trading LLC | Reduced | $22.5m100.8k shares |
| UBS Group AG | Reduced | $20.2m90.1k shares |
| Lombard Odier Asset Management (USA) Corp | Unchanged | $13.4m60.0k shares |
| BTG Pactual Asset Management US LLC | New | $8.9m40.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $131.9m589.6k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $83.1m3.7k shares |
| CITADEL ADVISORS LLC | Added | $47.4m211.9k shares |
| IMC-Chicago, LLC | Added | $34.8m155.8k shares |
| UBS Group AG | Reduced | $27.0m120.6k shares |
| Walleye Trading LLC | Reduced | $16.9m75.7k shares |
| Parallax Volatility Advisers, L.P. | New | $14.9m66.8k shares |
| HRT FINANCIAL LP | Added | $14.9m66.8k shares |
| HSBC HOLDINGS PLC | Added | $11.6m51.6k shares |
| SIMPLEX TRADING, LLC | Added | $11.5m51.5k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -1.5 pts · filed 2025-04-30 | 10.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution +1.5 pts · filed 2026-07-31 | 8.6% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.4% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 11 | $410.3k | 0 | — | — |
| Q1 2025 | 11 | $415.6k | 0 | — | — |
| Q2 2025 | 10 | $380.1k | 0 | — | — |
| Q3 2025 | 10 | $401.6k | 0 | — | — |
| Q4 2025 | 10 | $614.3k | 0 | — | — |
| Q1 2026 | 10 | $413.0k | 1 | $2.0m | — |
| Q2 2026 | 11 | $533.1k | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-30 | LEIBOWITZ REUBEN S Director | Bought | $113.5k508 shares |
| 2026-06-30 | GLASSCOCK LARRY C Director | Bought | $88.7k397 shares |
| 2026-06-30 | Smith Daniel C. Director | Bought | $83.1k372 shares |
| 2026-06-30 | RODKIN GARY M Director | Bought | $57.2k256 shares |
| 2026-06-30 | Aeppel Glyn Director | Bought | $54.3k243 shares |
| 2026-06-30 | SELIG STEFAN M Director | Bought | $49.1k220 shares |
| 2026-06-30 | STEWART MARTA R Director | Bought | $40.6k182 shares |
| 2026-06-30 | Roe Peggy Director | Bought | $19.9k89 shares |
| 2026-06-30 | LEWIS RANDALL J Director | Bought | $13.8k62 shares |
| 2026-06-30 | Jones Nina P Director | Bought | $9.6k43 shares |
| 2026-06-30 | Cicco Martin J Director | Bought | $3.3k15 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.12% of their portfolio | 37.3m $8.3bn | Added +455.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.28% of their portfolio | 27.9m $6.2bn | Added +4.8m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.10% of their portfolio | 20.6m $4.6bn | Added +58.5k |
| STATE STREET CORP 0.14% of their portfolio | 20.4m $4.6bn | Reduced -574.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.13% of their portfolio | 11.3m $2.5bn | Added +510.2k |
| Capital World Investors 0.28% of their portfolio | 10.5m $2.4bn | Added +1.5m |
| WELLINGTON MANAGEMENT GROUP LLP 0.36% of their portfolio | 9.4m $2.1bn | Added +242.7k |
| BANK OF AMERICA CORP /DE/ 0.12% of their portfolio | 8.2m $1.8bn | Reduced -254.6k |
| COHEN & STEERS, INC. 2.08% of their portfolio | 5.9m $1.3bn | Reduced -11.4k |
| MORGAN STANLEY 0.07% of their portfolio | 5.6m $1.2bn | Added +144.8k |
| FMR LLC 0.05% of their portfolio | 5.6m $1.2bn | Added +526.3k |
| NORTHERN TRUST CORP 0.13% of their portfolio | 5.1m $1.1bn | Added +70.8k |
| DIMENSIONAL FUND ADVISORS LP 0.18% of their portfolio | 4.6m $1.0bn | Reduced -54.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.13% of their portfolio | 4.5m $1.0bn | Added +253.6k |
| NORGES BANK 0.10% of their portfolio | 4.3m $960.2m | Not comparable |
| JPMORGAN CHASE & CO 0.06% of their portfolio | 4.3m $973.2m | Reduced -1.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.09% of their portfolio | 4.1m $920.3m | Added +543.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.15% of their portfolio | 3.6m $806.2m | Added +3.6m |
| Invesco Ltd. 0.06% of their portfolio | 3.5m $792.7m | Added +302.3k |
| Legal & General Group Plc 0.16% of their portfolio | 3.5m $784.0m | Reduced -183.9k |
| GOLDMAN SACHS GROUP INC 0.07% of their portfolio | 3.1m $690.6m | Reduced -318.8k |
| Nuveen, LLC 0.15% of their portfolio | 2.9m $640.7m | Reduced -7.8k |
| Boston Partners 0.47% of their portfolio | 2.4m $530.6m | Added +70.6k |
| DEUTSCHE BANK AG\ 0.15% of their portfolio | 2.3m $512.3m | Reduced -155.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.27% of their portfolio | 2.2m $489.6m | Reduced -18.8k |
| ROYAL BANK OF CANADA 0.08% of their portfolio | 2.1m $467.6m | Added +401.6k |
| Bank of New York Mellon Corp 0.08% of their portfolio | 2.1m $464.9m | Reduced -581 |
| PRINCIPAL FINANCIAL GROUP INC 0.23% of their portfolio | 2.1m $461.0m | Reduced -533.8k |
| VANGUARD FIDUCIARY TRUST CO 0.09% of their portfolio | 1.8m $413.5m | Added +21.8k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 3.07% of their portfolio | 1.6m $359.3m | Added +206.3k |
| Daiwa Securities Group Inc. 0.76% of their portfolio | 1.5m $337.4m | Reduced -69.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.19% of their portfolio | 1.5m $326.1m | Reduced -55.2k |
| PRUDENTIAL FINANCIAL INC 0.35% of their portfolio | 1.4m $321.3m | Reduced -106.3k |
| Smead Capital Management, Inc. 6.71% of their portfolio | 1.4m $313.0m | Reduced -160.1k |
| HSBC HOLDINGS PLC 0.15% of their portfolio | 1.4m $312.0m | Added +113.0k |
| UBS Group AG 0.05% of their portfolio | 1.4m $308.8m | Reduced -66.7k |
| AMERIPRISE FINANCIAL INC 0.06% of their portfolio | 1.4m $304.7m | Added +3.2k |
| Amundi 0.07% of their portfolio | 1.3m $298.8m | Reduced -654.9k |
| Resolution Capital Ltd 5.39% of their portfolio | 1.3m $293.0m | Reduced -688.4k |
| National Pension Service 0.18% of their portfolio | 1.2m $273.5m | Added +9.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.13% of their portfolio | 1.1m $237.9m | Added +61.9k |
| HighTower Advisors, LLC 0.22% of their portfolio | 1.0m $228.5m | Reduced -44.6k |
| Capital Research Global Investors 0.03% of their portfolio | 989.5k $221.3m | Added +162.7k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 2.06% of their portfolio | 975.2k $218.1m | Added +107.8k |
| Russell Investments Group, Ltd. 0.19% of their portfolio | 958.0k $214.5m | Added +26.5k |
| CANADA LIFE ASSURANCE Co 0.34% of their portfolio | 948.9k $212.1m | Reduced -654 |
| BANK OF MONTREAL /CAN/ 0.08% of their portfolio | 942.1k $210.7m | Added +114.2k |
| California Public Employees Retirement System 0.12% of their portfolio | 929.6k $207.9m | Added +356.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.07% of their portfolio | 923.7k $221.0m | Reduced -48.8k |
| Swiss National Bank 0.11% of their portfolio | 916.2k $204.9m | Reduced -41.9k |
| APG Asset Management US Inc. 1.40% of their portfolio | 893.0k $199.1m | Added +12.3k |
| Hamlin Capital Management, LLC 4.36% of their portfolio | 866.6k $193.8m | Reduced -31.4k |
| Allianz Asset Management GmbH 0.18% of their portfolio | 853.7k $170.9m | Reduced -52.8k |
| BESSEMER GROUP INC 0.24% of their portfolio | 786.7k $175.9m | Added +18.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.12% of their portfolio | 777.9k $174.0m | Reduced -46.0k |
| KBC Group NV 0.36% of their portfolio | 742.1k $166.0m | Reduced -97.9k |
| ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio | 737.7k $137.6m | Added +6.7k |
| Vanguard Global Advisers, LLC 0.07% of their portfolio | 698.3k $156.2m | Reduced -12.9k |
| Aberdeen Group plc 0.21% of their portfolio | 684.2k $153.0m | Added +11.9k |
| RHUMBLINE ADVISERS 0.11% of their portfolio | 681.4k $152.4m | Added +18.3k |
| WELLS FARGO & COMPANY/MN 0.03% of their portfolio | 671.6k $150.2m | Added +5.7k |
| BARCLAYS PLC 0.05% of their portfolio | 648.6k $145.1m | Reduced -146.6k |
| Caisse de depot et placement du Quebec 0.21% of their portfolio | 643.6k $143.9m | Reduced -430.8k |
| NOMURA ASSET MANAGEMENT CO LTD 0.31% of their portfolio | 642.3k $143.6m | Added +21.7k |
| PANAGORA ASSET MANAGEMENT INC 0.44% of their portfolio | 634.8k $142.0m | Reduced -64.2k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.10% of their portfolio | 633.7k $141.7m | Added +70.8k |
| RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio | 622.8k $139.3m | Added +32.3k |
| SEI INVESTMENTS CO 0.12% of their portfolio | 616.6k $137.9m | Reduced -119.4k |
| Asset Management One Co., Ltd. 0.35% of their portfolio | 603.3k $134.9m | Added +2.7k |
| CITIGROUP INC 0.06% of their portfolio | 593.0k $132.6m | Reduced -28.1k |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 4.44% of their portfolio | 557.4k $124.7m | Reduced -9.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.06% of their portfolio | 555.0k $124.1m | Reduced -68.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.07% of their portfolio | 550.2k $123.1m | Reduced -26.7k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1.70% of their portfolio | 546.5k $122.2m | Reduced -663.1k |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 531.8k $118.9m | Added +94.3k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.17% of their portfolio | 494.4k $110.4m | Added +101.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.05% of their portfolio | 491.0k $109.8m | Added +352.9k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 482.0k $107.8m | Added +90.5k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.31% of their portfolio | 477.0k $106.7m | Reduced -6.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.10% of their portfolio | 470.7k $105.3m | Reduced -45.7k |
| Cardano Risk Management B.V. 0.80% of their portfolio | 466.3k $104.3m | New |
| Jupiter Topco LLC 0.04% of their portfolio | 462.3k $103.4m | First filing |
| 1832 Asset Management L.P. 0.12% of their portfolio | 446.5k $99.9m | Added +337.8k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.15% of their portfolio | 438.2k $98.0m | Reduced -9.3k |
| BBFIT INVESTMENTS PTE LTD 8.80% of their portfolio | 432.5k $96.7m | Unchanged |
| AEW CAPITAL MANAGEMENT L P 5.58% of their portfolio | 417.8k $93.4m | Added +31.6k |
| Adelante Capital Management LLC 6.13% of their portfolio | 417.1k $93.3m | Reduced -32.2k |
| CAPITAL ADVISORS INC/OK 1.36% of their portfolio | 412.7k $92.3m | Reduced -2.5k |
| MARSHALL WACE, LLP 0.08% of their portfolio | 399.6k $89.4m | Added +78.6k |
| TWO SIGMA INVESTMENTS, LP 0.07% of their portfolio | 393.5k $88.0m | Added +372.3k |
| NEUBERGER BERMAN GROUP LLC 0.06% of their portfolio | 392.1k $87.7m | Added +19.4k |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 381.6k $85.4m | Reduced -50.6k |
| Vanguard Investments Australia, Ltd. 0.21% of their portfolio | 377.4k $84.4m | Reduced -889 |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.50% of their portfolio | 375.2k $83.9m | Reduced -91.1k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% of their portfolio | 357.0k $79.8m | Reduced -54.8k |
| STIFEL FINANCIAL CORP 0.07% of their portfolio | 350.9k $78.5m | Reduced -2.0k |
| Treasurer of the State of North Carolina 0.20% of their portfolio | 350.2k $78.3m | Reduced -760 |
| Thrivent Financial for Lutherans 0.13% of their portfolio | 349.3k $78.1m | Added +251.2k |
| Ensign Peak Advisors, Inc 0.13% of their portfolio | 342.0k $76.5m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 337.4k $75.5m | Added +11.9k |