13FPulse
中
SP

SPG SIMON PROPERTY GROUP INC

2026Q2 · CUSIP 828806109 · Sector: REITs

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,330
Institutions that reported holding it to the SEC
Net increase in holders
+22
Last quarter 1,308 → now 1,330
How unusual is that
Top 20%
Stronger buying than 85% of US stocks
What the filings say, in one paragraph

1,330 funds held SPG at the end of 2026Q2, up 22 from the quarter before. That is stronger buying than 84.7% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $6.9B(YoY +15.0%), the P/E is 15.0x, return on equity is 121.4%. SPG has had 24 buying rushes in its history, and the price moved +0.7% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the REITs sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=552 2013Q4: holders=574 2014Q1: holders=576 2014Q2: holders=592 2014Q3: holders=595 2014Q4: holders=669 2015Q1: holders=667 2015Q2: holders=647 2015Q3: holders=662 2015Q4: holders=673 2016Q1: holders=667 2016Q2: holders=693 2016Q3: holders=700 2016Q4: holders=707 2017Q1: holders=687 2017Q2: holders=663 2017Q3: holders=651 2017Q4: holders=694 2018Q1: holders=700 2018Q2: holders=722 2018Q3: holders=739 2018Q4: holders=786 2019Q1: holders=810 2019Q2: holders=770 2019Q3: holders=770 2019Q4: holders=787 2020Q1: holders=662 2020Q2: holders=675 2020Q3: holders=672 2020Q4: holders=780 2021Q1: holders=846 2021Q2: holders=902 2021Q3: holders=916 2021Q4: holders=1051 2022Q1: holders=1013 2022Q2: holders=941 2022Q3: holders=918 2022Q4: holders=994 2023Q1: holders=986 2023Q2: holders=986 2023Q3: holders=985 2023Q4: holders=1056 2024Q1: holders=1083 2024Q2: holders=1102 2024Q3: holders=1131 2024Q4: holders=1188 2025Q1: holders=1198 2025Q2: holders=1213 2025Q3: holders=1220 2025Q4: holders=1291 2026Q1: holders=1308 2026Q2: holders=1330 -135 -67.5 +0 +67.5 +135 4969471397 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 24 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2026Q1 Top 20% +13.5% —
2025Q4 Top 10% -3.5% +3.4%
2024Q4 Top 10% -8.9% -9.7%
2024Q3 Top 20% -2.4% +2.8%
2024Q2 Top 20% +8.9% +15.2%
2024Q1 Top 20% -0.5% +8.9%
2023Q4 Top 10% -0.1% +0.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
329
Change in large funds
+18
Total value they hold
$67.2B
Funds buying for the first time
162
Funds that sold out entirely
140
Price change that quarter
+7.1%
Funds holding puts (bearish)
26
Funds holding calls (bullish)
27

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
15.0
EPS (TTM)
$14.18
EPS YoY
+119.2%
Revenue (TTM)
$6.9B
Revenue YoY
+15.0%
Net margin
77.6%
ROE
121.4%
Debt ratio
85.3%
FCF (TTM)
$3.2B
Dividend (TTM)
$8.80
Quarterly Revenue & EPS
2021-09-30: EPS 2.07 2021-12-31: EPS 1.53 2022-03-31: EPS 1.30 2022-06-30: EPS 1.51 2022-09-30: EPS 1.65 2022-12-31: EPS 2.06 2023-03-31: EPS 1.38 2023-06-30: EPS 1.49 2023-09-30: EPS 1.82 2023-12-31: EPS 2.29 2024-03-31: EPS 2.25 2024-06-30: EPS 1.51 2024-09-30: EPS 1.46 2024-12-31: EPS 2.04 2025-03-31: EPS 1.27 2025-06-30: EPS 1.70 2025-09-30: EPS 1.86 2025-12-31: EPS 9.35 2026-03-31: EPS 1.48 2026-06-30: EPS 1.49 0B 0.9B 1.8B $B 0.00 5.14 10.29 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 16 12 20 27 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-51M460M971M 20162017201820192020202120222023202420252026
Latest quarter $625M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.