Simon Property Group (SPG)
What changed in recent filings
- Institutions — 4 new13F · as of end of 2026 Q2
- Debt-to-equity 4.7x → 6.5xMar 31, 2026 → Jun 30, 2026
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding Simon Property Group
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 3 → 2026 Q2: 5 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Simon Property Group
Institutions we track that reported holding this stock in their most recent 13F.
- Apollo Global Management0.42% of portfolio · since 2025 Q4
- National Pension Service (Korea)0.18% of portfolio · held as of 2026 Q2 or earlier
- Caisse de depot (Quebec)0.21% of portfolio · held as of 2026 Q2 or earlier
- Silver Lake0.01% of portfolio · held as of 2026 Q2 or earlier
- Capital World Investors0.28% of portfolio · held as of 2026 Q2 or earlier
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Company overview
The largest US REIT operating premium outlets and malls, characterized by the relative resilience of premium-outlet spending.
What is the REITs sector?
Real estate investment trusts. Rate-sensitive, with high dividend yields.
Simon Property Group is classified under the REITs sector. See peers below.
Simon Property Group key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
Simon Property Group vs REITs sector benchmark
Median of 7 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
ETFs holding Simon Property Group
Per SEC N-PORT · 2026-06-30 · by weight · factual
SPG on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the REITs average
Peers · REITs
SPG FAQ
What is Simon Property Group (SPG)?
The largest US REIT operating premium outlets and malls, characterized by the relative resilience of premium-outlet spending.
What sector is Simon Property Group in?
Simon Property Group is classified under REITs. Real estate investment trusts. Rate-sensitive, with high dividend yields.
What are Simon Property Group's key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 15.0%, Operating margin 46.0%, Net margin 77.6%, ROE 68.0%, Debt-to-equity 6.47x. Definitions and interpretation are available on Stocklore.
Where can I analyze Simon Property Group (SPG) stock?
On Stocklore you can see SPG's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.