Vanguard reports 23.15M SPG shares (7.12%) (SPG)
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
Simon Property Group Inc ownership filing shows Vanguard Portfolio Management reports beneficial ownership of 23,147,511 shares of Common Stock as of 03/31/2026. The filing states this equals 7.12% of the class and notes sole voting power: 49,379 and sole dispositive power: 23,147,511.
The statement describes holdings managed across Vanguard affiliates and clarifies these figures reflect securities over which Vanguard Portfolio Management LLC or specified affiliates exercise dispositive power.
Positive
- None.
Negative
- None.
Key Figures
Shares beneficially owned: 23,147,511 shares
Percent of class: 7.12%
Sole voting power: 49,379 shares
+1 more
4 metrics
Shares beneficially owned
23,147,511 shares
Amount beneficially owned as of 03/31/2026
Percent of class
7.12%
Percent of Common Stock class as reported
Sole voting power
49,379 shares
Shares with sole power to vote
Sole dispositive power
23,147,511 shares
Shares with sole power to dispose
Key Terms
Schedule 13G, beneficially owned, dispositive power, Investment Company Act of 1940
4 terms
Schedule 13G regulatory
"Item 1. | (a) | Name of issuer: Simon Property Group Inc"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 23147511"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
dispositive power regulatory
"7 | Sole Dispositive Power 23,147,511.00"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
Investment Company Act of 1940 regulatory
"Item 6. | listing of the shareholders of an investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
FAQ
What stake does Vanguard hold in Simon Property Group (SPG)?
Vanguard Portfolio Management reports 23,147,511 shares, representing 7.12% of Simon Property Group's Common Stock as of 03/31/2026. The filing lists voting and dispositive powers held through Vanguard affiliates and managed accounts.
Who filed the Schedule 13G reporting for SPG and when was it signed?
Vanguard Portfolio Management filed the Schedule 13G and the filing is signed by Ashley Grim, Head of Global Fund Administration. The signature is dated 04/29/2026 and the ownership figures are reported as of 03/31/2026.
Does the filing indicate other parties hold more than 5% of SPG on Vanguard's behalf?
The filing states no single other person is known to have the right to receive dividends or proceeds representing more than 5% of the class. Vanguard notes holdings include managed funds and client accounts across affiliates.