13FBOX
SIMON PPTY GROUP INC NEW COM · 13F Institutional Holdings
Options Calculator Rankings

SIMON PPTY GROUP INC NEW COM

SPG
Institutions
1363
Combined AUM (Q2 2026)
$68.31B
Combined Shares (Q2 2026)
305.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+21.3M
666 · 162 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-19.5M
585 · 113 Exit · ≈
⚖️ Net
+1.8M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$68.31B
Institutions
1363
New Buys
162
Adds
504
Reduces
472
Exits
113
Unchanged
225
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.12%0.12%#346$8.34B37.3M$6.87B36.8M+455,543+1.24%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.28%0.23%#175$6.24B27.9M$4.31B23.1M+4.8M+20.70%Add
VANGUARD CAPITAL MANAGEMENT LLC
0.1%0.1%#419$4.61B20.6M$3.84B20.6M+58,521+0.28%Add
STATE STREET CORP
0.14%0.13%#328$4.55B20.4M$3.90B20.9M-574,739-2.75%Reduce
GEODE CAPITAL MANAGEMENT, LLC
0.13%0.13%#329$2.53B11.3M$2.01B10.8M+510,197+4.71%Add
Capital World Investors
0.28%0.23%#177$2.35B10.5M$1.69B9.1M+1.5M+16.28%Add
WELLINGTON MANAGEMENT GROUP LLP
0.36%0.32%#138$2.10B9.4M$1.71B9.1M+242,709+2.65%Add
BANK OF AMERICA CORP /DE/
0.12%0.12%#362$1.84B8.2M$1.59B8.5M-254,635-2.99%Reduce
COHEN & STEERS, INC.
2.08%1.91%#27$1.31B5.9M$1.10B5.9M-11,392-0.19%Reduce
MORGAN STANLEY
0.07%0.06%#551$1.24B5.6M$1.00B5.3M+219,858+4.11%Add
FMR LLC
0.05%0.05%#611$1.24B5.6M$939.2M5.0M+526,276+10.45%Add
NORTHERN TRUST CORP
0.13%0.12%#333$1.13B5.1M$933.1M5.0M+70,840+1.42%Add
DIMENSIONAL FUND ADVISORS LP
0.18%0.18%#251$1.02B4.6M$859.2M4.6M-54,000-1.17%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.13%0.12%#330$1.01B4.5M$796.9M4.3M+253,626+5.94%Add
JPMORGAN CHASE & CO
0.05%0.07%#615$973.2M4.3M$1.03B5.7M-1.4M-24.61%Reduce
NORGES BANK
0.1%0.2%#430$960.2M4.3M$1.46B8.8M-4.5M-51.16%Reduce
PRICE T ROWE ASSOCIATES INC /MD/
0.09%0.08%#445$920.3M4.1M$666.2M3.6M+543,481+15.22%Add
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.15%<0.01%#304$806.2M3.6M$4.9M26,350+3.6M+13,579.66%Add
Invesco Ltd.
0.06%0.09%#567$792.7M3.5M$604.7M3.2M+302,317+9.33%Add
Legal & General Group Plc
0.16%0.16%#275$784.0M3.5M$688.2M3.7M-183,877-4.98%Reduce
GOLDMAN SACHS GROUP INC
0.06%0.08%#577$702.9M3.1M$669.1M3.6M-444,495-12.39%Reduce
Nuveen, LLC
0.15%0.15%#295$640.7M2.9M$535.8M2.9M-7,843-0.27%Reduce
Boston Partners
0.47%0.45%#112$530.6M2.4M$429.4M2.3M+70,574+3.07%Add
DEUTSCHE BANK AG\
0.15%0.15%#299$512.3M2.3M$456.2M2.4M-155,113-6.34%Reduce
CANADA PENSION PLAN INVESTMENT BOARD
0.27%0.27%#181$489.6M2.2M$411.9M2.2M-18,768-0.85%Reduce
ROYAL BANK OF CANADA
0.07%0.06%#536$467.6M2.1M$321.6M1.7M+366,627+21.26%Add
Bank of New York Mellon Corp
0.08%0.07%#505$464.9M2.1M$387.8M2.1M-581-0.03%Reduce
PRINCIPAL FINANCIAL GROUP INC
0.23%0.26%#209$461.0M2.1M$484.1M2.6M-533,805-20.57%Reduce
VANGUARD FIDUCIARY TRUST CO
0.09%0.09%#443$413.5M1.8M$340.8M1.8M+21,847+1.20%Add
CENTERSQUARE INVESTMENT MANAGEMENT LLC
3.07%2.7%#22$359.3M1.6M$261.2M1.4M+206,309+14.73%Add
UBS Group AG
0.05%0.05%#658$355.9M1.6M$316.1M1.7M-103,575-6.11%Reduce
Daiwa Securities Group Inc.
0.66%0.85%#82$337.4M1.5M$294.4M1.6M-69,349-4.39%Reduce
Sumitomo Mitsui Trust Group, Inc.
0.19%0.18%#248$326.1M1.5M$282.2M1.5M-55,178-3.65%Reduce
HSBC HOLDINGS PLC
0.14%0.13%#324$326.0M1.5M$247.4M1.3M+129,679+9.78%Add
PRUDENTIAL FINANCIAL INC
0.35%0.35%#144$321.3M1.4M$287.8M1.5M-106,338-6.89%Reduce
Smead Capital Management, Inc.
6.71%6.33%#4$313.0M1.4M$291.0M1.6M-160,135-10.27%Reduce
AMERIPRISE FINANCIAL INC
0.06%0.06%#573$304.7M1.4M$252.1M1.4M+3,174+0.23%Add
Amundi
0.07%0.1%#526$298.8M1.3M$371.3M2.0M-654,903-32.90%Reduce
Resolution Capital Ltd
5.39%7.84%#8$293.0M1.3M$372.8M2.0M-688,362-34.45%Reduce
National Pension Service
0.18%0.17%#259$273.5M1.2M$226.3M1.2M+9,673+0.80%Add
Mitsubishi UFJ Asset Management Co., Ltd.
0.13%0.13%#334$237.9M1.1M$186.9M1.0M+61,866+6.18%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.02%0.02%#898$234.4M1.0M$217.7M1.2M-118,702-10.17%Reduce
HighTower Advisors, LLC
0.22%0.21%#212$228.5M1.0M$198.9M1.1M-44,597-4.18%Reduce
Capital Research Global Investors
0.03%0.02%#755$221.3M989,525$154.2M826,812+162,713+19.68%Add
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
0.07%0.06%#525$221.0M923,713$193.0M972,504-48,791-5.02%Reduce
DUFF & PHELPS INVESTMENT MANAGEMENT CO
2.06%1.68%#28$218.1M975,188$161.8M867,361+107,827+12.43%Add
BANK OF MONTREAL /CAN/
0.07%0.06%#527$215.0M961,135$161.7M866,925+94,210+10.87%Add
Russell Investments Group, Ltd.
0.17%0.17%#271$214.5M957,972$173.5M931,496+26,476+2.84%Add
CANADA LIFE ASSURANCE Co
0.34%0.32%#151$212.2M948,914$177.6M949,568-654-0.07%Reduce
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
0.12%0.07%#365$207.9M929,555$106.9M573,005+356,550+62.22%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow