SPGNYSEReal Estate Investment TrustsFiscal year ends December 31Also trades as SPG.PJ
SIMON PROPERTY GROUP INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$202.49−2.95 (-1.44%)
Close on Oct 19, 2026
- Market cap
- $65.61B
- P/E (TTM)
- 14.3
- Dividend yield
- 4.22%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
93.5%
303M of 324M shares
Institutional holders
1,357
164 new, 92 sold out
Net institutional buying
10M
In Q2 2026
Insider trades, 12 months
50 buys · 1 sales
Net sold $448.47K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 33,961,562 | 10.40% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 27,956,842 | 8.62% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Capital Management | 24,003,824 | 7.38% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | – | 6.99% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SPG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 37,269,192 | 11.52% | $8.34B | +455,543 | 0.12% |
| Vanguard Portfolio Management LLC | 27,878,674 | 8.62% | $6.24B | +4,780,542 | 0.28% |
| Vanguard Capital Management LLC | 20,632,222 | 6.38% | $4.61B | +58,521 | 0.10% |
| State Street Corp | 20,356,570 | 6.29% | $4.55B | −574,739 | 0.14% |
| Geode Capital Management, LLC | 11,335,910 | 3.50% | $2.53B | +510,197 | 0.13% |
| Capital World Investors | 10,524,034 | 3.25% | $2.35B | +1,473,719 | 0.28% |
| Wellington Management Group Llp | 9,390,325 | 2.90% | $2.10B | +242,709 | 0.36% |
| Bank Of America Corp /De/ | 8,248,498 | 2.55% | $1.84B | −254,635 | 0.12% |
| Cohen & Steers, Inc. | 5,870,615 | 1.81% | $1.31M | −11,392 | 2.08% |
| Morgan Stanley | 5,566,600 | 1.72% | $1.24B | +144,803 | 0.07% |
| FMR LLC | 5,561,360 | 1.72% | $1.24B | +526,276 | 0.05% |
| Northern Trust Corp | 5,073,232 | 1.57% | $1.13B | +70,840 | 0.13% |
| Dimensional Fund Advisors LP | 4,552,481 | 1.41% | $1.02B | −54,000 | 0.18% |
| Charles Schwab Investment Management Inc | 4,525,891 | 1.40% | $1.01B | +253,626 | 0.13% |
| Norges Bank | 4,293,287 | 1.33% | $960.19M | New | 0.10% |
| JPMorgan Chase & Co | 4,276,720 | 1.32% | $973.21M | −1,395,700 | 0.05% |
| Price T Rowe Associates Inc /Md/ | 4,114,943 | 1.27% | $920.31K | +543,481 | 0.09% |
| UBS Asset Management Americas Inc | 3,604,590 | 1.11% | $806.17M | +3,578,240 | 0.15% |
| Invesco Ltd. | 3,544,285 | 1.10% | $792.68M | +302,317 | 0.06% |
| Legal & General Group Plc | 3,505,359 | 1.08% | $783.97M | −183,877 | 0.16% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,357 | 303M | 93.5% | 164 / 516 | 465 / 92 | 24M | 14M |
| Q1 2026 | 1,310 | 293M | 90.5% | 124 / 510 | 448 / 84 | 63M | 18M |
| Q4 2025 | 1,289 | 295M | 91.1% | 162 / 496 | 413 / 75 | 19M | 21M |
| Q3 2025 | 1,221 | 297M | 91.9% | 129 / 472 | 410 / 104 | 27M | 23M |
| Q2 2025 | 1,211 | 293M | 90.6% | 125 / 505 | 400 / 96 | 17M | 18M |
| Q1 2025 | 1,199 | 295M | 91.2% | 113 / 475 | 403 / 91 | 24M | 19M |
| Q4 2024 | 1,192 | 294M | 90.8% | 173 / 424 | 414 / 89 | 19M | 20M |
| Q3 2024 | 1,132 | 295M | 91.1% | 119 / 433 | 392 / 74 | 51M | 15M |
| Q2 2024 | 1,101 | 293M | 90.5% | 105 / 427 | 380 / 76 | 13M | 25M |
| Q1 2024 | 1,081 | 306M | 94.6% | 123 / 393 | 379 / 78 | 19M | 13M |
| Q4 2023 | 1,054 | 301M | 93.0% | 171 / 346 | 391 / 85 | 25M | 10M |
| Q3 2023 | 984 | 287M | 88.8% | 85 / 349 | 361 / 81 | 15M | 12M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SPG | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 12,357,132 | 3.82% | $2.83B | 3.88% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 9,777,675 | 3.02% | $2.19B | 0.10% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 8,402,046 | 2.60% | $1.88B | 0.11% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 6,674,903 | 2.06% | $1.49B | 0.67% | Jun 30, 2026 |
| Income Fund of America | 6,533,437 | 2.02% | $1.50B | 1.01% | Jul 31, 2026 |
| Vanguard Wellington Fund | 5,090,664 | 1.57% | $1.04B | 0.84% | May 31, 2026 |
| iShares Core S&P 500 ETF | 4,459,946 | 1.38% | $997.47M | 0.11% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 4,161,783 | 1.29% | $852.79M | 0.10% | May 31, 2026 |
| Vanguard Value Index Fund | 2,929,894 | 0.91% | $655.27M | 0.26% | Jun 30, 2026 |
| Washington Mutual Investors Fund | 2,774,266 | 0.86% | $636.33M | 0.29% | Jul 31, 2026 |
| Schwab U.S. REIT ETF | 2,177,724 | 0.67% | $446.24M | 4.47% | May 31, 2026 |
| Vanguard Real Estate Ii Index Fund | 2,168,746 | 0.67% | $497.45M | 4.54% | Jul 31, 2026 |
| Vanguard Mid-Cap Value Index Fund | 1,978,672 | 0.61% | $442.53M | 1.19% | Jun 30, 2026 |
| iShares Russell Mid-Cap Growth ETF | 1,886,421 | 0.58% | $421.90M | 1.96% | Jun 30, 2026 |
| American Balanced Fund | 1,856,619 | 0.57% | $415.23M | 0.14% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Eli Simon | CEO/PRESIDENT/COO, Director | 50,634 | 0.02% | Sep 1, 2026 |
| David Simon | CEO/CHAIRMAN/PRESIDENT, Director | 1,212,133 | 0.37% | Mar 13, 2026 |
| Matthew A. Jackson | SVP, ASSISTANT TREASURER | 9,005 | 0.00% | Sep 1, 2026 |
| Kevin M. Kelly | ASST. GENERAL COUNSEL/SEC. | 21,402 | 0.01% | Sep 1, 2026 |
| Donald G. Frey | EVP, TREASURER | 22,769 | 0.01% | Apr 2, 2026 |
| John Rulli | CHIEF ADMINISTRATIVE OFFICER | 39,515 | 0.01% | Apr 2, 2026 |
| Steven E. Fivel | GENERAL COUNSEL | 41,369 | 0.01% | Apr 2, 2026 |
| Adam Reuille | SVP & CHIEF ACCOUNTING OFFICER | 17,565 | 0.01% | Apr 2, 2026 |
| Brian J. McDade | EVP/CFO | 47,561 | 0.01% | Mar 13, 2026 |
| Richard S. Sokolov | Director | 276,548 | 0.09% | Sep 1, 2026 |
| Randall J. Lewis | Director | 7,018 | 0.00% | Jul 1, 2026 |
| Stefan M. Selig | Director | 33,779 | 0.01% | Jul 1, 2026 |
| Glyn Aeppel | Director | 21,067 | 0.01% | Jul 1, 2026 |
| Marta R. Stewart | Director | 17,998 | 0.01% | Jul 1, 2026 |
| Martin J. Cicco | Director | 1,385 | 0.00% | Jul 1, 2026 |
| Peggy Roe | Director | 8,044 | 0.00% | Jul 1, 2026 |
| Reuben S. Leibowitz | Director | 72,672 | 0.02% | Jul 1, 2026 |
| Daniel C. Smith | Director | 34,422 | 0.01% | Jul 1, 2026 |
| Nina P. Jones | Director | 4,181 | 0.00% | Jul 1, 2026 |
| Gary M. Rodkin | Director | 20,969 | 0.01% | Jul 1, 2026 |
| Larry C. Glasscock | Director | 45,889 | 0.01% | Jul 1, 2026 |
| Allan B. Hubbard | Director | 35,077 | 0.01% | Apr 2, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Richard S. Sokolov Director | Aug 31, 2026 | Tax withholding | −2,306 | $214.56 | $494.78K | 276,548 |
| Eli Simon CEO/PRESIDENT/COO, Director | Aug 31, 2026 | Tax withholding | −5,821 | $214.56 | $1.25M | 50,634 |
| Kevin M. Kelly ASST. GENERAL COUNSEL/SEC. | Aug 31, 2026 | Tax withholding | −1,434 | $214.56 | $307.68K | 21,297 |
| Matthew A. Jackson SVP, ASSISTANT TREASURER | Aug 31, 2026 | Tax withholding | −250 | $214.56 | $53.64K | 9,005 |
| Martin J. Cicco Director | Jun 30, 2026 | Buy | +13 | $223.14 | $2.90K | 1,385 |
| Martin J. Cicco Director | Jun 30, 2026 | Buy | +2 | $223.37 | $447 | 1,387 |
| Marta R. Stewart Director | Jun 30, 2026 | Buy | +1 | $224.10 | $224 | 17,998 |
| Marta R. Stewart Director | Jun 30, 2026 | Buy | +2 | $224.07 | $448 | 18,000 |
| Marta R. Stewart Director | Jun 30, 2026 | Buy | +179 | $223.14 | $39.94K | 17,997 |
| Glyn Aeppel Director | Jun 30, 2026 | Buy | +44 | $224.33 | $9.87K | 21,067 |
| Glyn Aeppel Director | Jun 30, 2026 | Buy | +199 | $223.14 | $44.40K | 21,023 |
| Stefan M. Selig Director | Jun 30, 2026 | Buy | +187 | $223.14 | $41.73K | 33,779 |
| Stefan M. Selig Director | Jun 30, 2026 | Buy | +33 | $224.01 | $7.39K | 33,812 |
| Randall J. Lewis Director | Jun 30, 2026 | Buy | +4 | $223.51 | $894 | 7,018 |
| Randall J. Lewis Director | Jun 30, 2026 | Buy | +58 | $223.14 | $12.94K | 7,014 |
| Reuben S. Leibowitz Director | Jun 30, 2026 | Buy | +53 | $225.03 | $11.93K | 55,772 |
| Reuben S. Leibowitz Director | Jun 30, 2026 | Buy | +25 | $223.94 | $5.60K | 55,797 |
| Reuben S. Leibowitz Director | Jun 30, 2026 | Buy | +430 | $223.14 | $95.95K | 55,719 |
| Nina P. Jones Director | Jun 30, 2026 | Buy | +41 | $223.14 | $9.15K | 4,181 |
| Nina P. Jones Director | Jun 30, 2026 | Buy | +2 | $223.49 | $447 | 4,183 |
| Daniel C. Smith Director | Jun 30, 2026 | Buy | +314 | $223.14 | $70.07K | 34,422 |
| Daniel C. Smith Director | Jun 30, 2026 | Buy | +47 | $224.41 | $10.55K | 34,469 |
| Daniel C. Smith Director | Jun 30, 2026 | Buy | +11 | $223.32 | $2.46K | 34,480 |
| Peggy Roe Director | Jun 30, 2026 | Buy | +6 | $223.27 | $1.34K | 8,044 |
| Peggy Roe Director | Jun 30, 2026 | Buy | +80 | $223.14 | $17.85K | 8,038 |
| Peggy Roe Director | Jun 30, 2026 | Buy | +3 | $223.31 | $670 | 8,047 |
| Larry C. Glasscock Director | Jun 30, 2026 | Buy | +54 | $224.92 | $12.15K | 45,889 |
| Larry C. Glasscock Director | Jun 30, 2026 | Buy | +13 | $223.10 | $2.90K | 45,902 |
| Larry C. Glasscock Director | Jun 30, 2026 | Buy | +330 | $223.14 | $73.64K | 45,835 |
| Gary M. Rodkin Director | Jun 30, 2026 | Buy | +209 | $223.14 | $46.64K | 20,969 |
| Gary M. Rodkin Director | Jun 30, 2026 | Buy | +4 | $223.25 | $893 | 21,016 |
| Gary M. Rodkin Director | Jun 30, 2026 | Buy | +43 | $224.31 | $9.65K | 21,012 |
| Peggy Roe Director | May 13, 2026 | Award | +1,073 | – | – | 7,958 |
| Nina P. Jones Director | May 13, 2026 | Award | +1,073 | – | – | 4,140 |
| Marta R. Stewart Director | May 13, 2026 | Award | +1,122 | – | – | 17,818 |
| Glyn Aeppel Director | May 13, 2026 | Award | +1,122 | – | – | 20,824 |
| Stefan M. Selig Director | May 13, 2026 | Award | +1,109 | – | – | 33,592 |
| Reuben S. Leibowitz Director | May 13, 2026 | Award | +1,159 | – | – | 55,289 |
| Randall J. Lewis Director | May 13, 2026 | Award | +1,073 | – | – | 6,956 |
| Gary M. Rodkin Director | May 13, 2026 | Award | +1,073 | – | – | 20,760 |
| Daniel C. Smith Director | May 13, 2026 | Award | +1,073 | – | – | 34,108 |
| Larry C. Glasscock Director | May 13, 2026 | Award | +1,233 | – | – | 45,505 |
| Martin J. Cicco Director | May 13, 2026 | Award | +1,073 | – | – | 1,372 |
| Steven E. Fivel GENERAL COUNSEL | Apr 1, 2026 | Tax withholding | −1,048 | $186.53 | $195.48K | 40,986 |
| Donald G. Frey EVP, TREASURER | Apr 1, 2026 | Tax withholding | −1,312 | $186.53 | $244.73K | 22,573 |
| Donald G. Frey EVP, TREASURER | Apr 1, 2026 | Award | +2,721 | – | – | 23,885 |
| Kevin M. Kelly ASST. GENERAL COUNSEL/SEC. | Apr 1, 2026 | Tax withholding | −478 | $186.53 | $89.16K | 22,731 |
| Kevin M. Kelly ASST. GENERAL COUNSEL/SEC. | Apr 1, 2026 | Award | +1,361 | – | – | 23,209 |
| Matthew A. Jackson SVP, ASSISTANT TREASURER | Apr 1, 2026 | Tax withholding | −447 | $186.53 | $83.38K | 9,255 |
| Matthew A. Jackson SVP, ASSISTANT TREASURER | Apr 1, 2026 | Award | +1,361 | – | – | 9,702 |
| John Rulli CHIEF ADMINISTRATIVE OFFICER | Apr 1, 2026 | Tax withholding | −1,156 | $186.53 | $215.63K | 37,487 |
| Eli Simon CEO/PRESIDENT/COO, Director | Apr 1, 2026 | Tax withholding | −2,030 | $186.53 | $378.66K | 56,455 |
| Adam Reuille SVP & CHIEF ACCOUNTING OFFICER | Apr 1, 2026 | Tax withholding | −391 | $186.53 | $72.93K | 16,620 |
| Randall J. Lewis Director | Mar 31, 2026 | Buy | +56 | $183.80 | $10.29K | 5,883 |
| Stefan M. Selig Director | Mar 31, 2026 | Buy | +206 | $183.80 | $37.86K | 32,483 |
| Larry C. Glasscock Director | Mar 31, 2026 | Buy | +373 | $183.80 | $68.56K | 44,272 |
| Marta R. Stewart Director | Mar 31, 2026 | Buy | +196 | $183.80 | $36.02K | 16,696 |
| Daniel C. Smith Director | Mar 31, 2026 | Buy | +355 | $183.80 | $65.25K | 33,035 |
| Peggy Roe Director | Mar 31, 2026 | Buy | +81 | $183.80 | $14.89K | 6,885 |
| Nina P. Jones Director | Mar 31, 2026 | Buy | +36 | $183.80 | $6.62K | 3,067 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Rulli John Officer | Feb 25, 2026 | 10,000 | $2.00M | Feb 25, 2026 | Stock award |