Titelia

Funds holding Simon Property Group Inc

ISIN US8288061091 · United States · LEI 529900GQL5X8H7AO3T64

Fund holders
872
Of which ETFs
234 638 other funds
Value held
≈ 30.3B $ 30.1B $ · 2.2B SEK · 14.3M €

872 funds hold this company. This table lists the 868 that declare it in a regulatory filing. The other 4 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.

FundSharesValueWeight in fund
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 12,357,1322.8B $3.88 %as of Jul 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 9,777,6752.2B $0.10 %as of Jun 30, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 8,402,0461.9B $0.11 %as of Jun 30, 2026 ↗
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 6,674,9031.5B $0.67 %as of Jun 30, 2026 ↗
Income Fund of America Income Fund of America 6,533,4371.5B $1.01 %as of Jul 31, 2026 ↗
VANGUARD WELLINGTON FUND VANGUARD WELLINGTON FUND 5,090,6641B $0.84 %as of May 31, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 4,459,946997.5M $0.11 %as of Jun 30, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 4,161,783852.8M $0.10 %as of May 31, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 2,929,894655.3M $0.26 %as of Jun 30, 2026 ↗
Washington Mutual Investors Fund Washington Mutual Investors Fund 2,774,266636.3M $0.29 %as of Jul 31, 2026 ↗
Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST 2,177,724446.2M $4.47 %as of May 31, 2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 2,168,746497.4M $4.54 %as of Jul 31, 2026 ↗
VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,978,672442.5M $1.19 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 1,886,421421.9M $1.96 %as of Jun 30, 2026 ↗
American Balanced Fund American Balanced Fund 1,856,619415.2M $0.14 %as of Jun 30, 2026 ↗
State Street(R) Real Estate Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 1,804,847403.7M $4.98 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 1,760,602393.8M $0.11 %as of Jun 30, 2026 ↗
Disciplined Value Mid Cap Fund John Hancock Funds III 1,623,688363.1M $1.56 %as of Jun 30, 2026 ↗
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,525,632349.9M $4.93 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 1,313,790293.8M $0.52 %as of Jun 30, 2026 ↗
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,232,029282.6M $3.62 %as of Jul 31, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 1,220,643273M $0.21 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 1,211,075277.8M $0.53 %as of Jul 31, 2026 ↗
Smead Value Fund Smead Funds Trust 1,161,703238M $6.12 %as of May 29, 2026 ↗
Fidelity SAI U.S. Quality Index Fund Fidelity Salem Street Trust 1,126,660258.4M $0.72 %as of Jul 31, 2026 ↗
iShares U.S. Real Estate ETF iShares Trust 995,790222.7M $4.77 %as of Jun 30, 2026 ↗
Cohen & Steers Real Estate Securities Fund COHEN & STEERS REAL ESTATE SECURITIES FUND INC 964,384215.7M $2.25 %as of Jun 30, 2026 ↗
iShares Core U.S. REIT ETF iShares Trust 944,500216.6M $4.65 %as of Jul 31, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 876,425201M $0.21 %as of Jul 31, 2026 ↗
iShares Global REIT ETF iShares Trust 875,595200.8M $3.91 %as of Jul 31, 2026 ↗
Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARES INC 798,493178.6M $2.00 %as of Jun 30, 2026 ↗
Fidelity Real Estate Investment Portfolio Fidelity Select Portfolios 777,400178.3M $5.22 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 773,175172.9M $0.11 %as of Jun 30, 2026 ↗
T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. 748,340167.4M $1.64 %as of Jun 30, 2026 ↗
Fidelity SAI Real Estate Fund Fidelity Summer Street Trust 728,600167.1M $5.22 %as of Jul 31, 2026 ↗
Cohen & Steers Realty Shares COHEN & STEERS REALTY SHARES INC 726,297162.4M $1.99 %as of Jun 30, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 723,047165.8M $0.11 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 700,726156.7M $0.11 %as of Jun 30, 2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 660,407151.5M $4.66 %as of Jul 31, 2026 ↗
Dimensional Global Real Estate ETF Dimensional ETF Trust 615,464141.2M $3.65 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 613,922125.8M $0.09 %as of May 31, 2026 ↗
iShares Select U.S. REIT ETF iShares Trust 585,620134.3M $6.39 %as of Jul 31, 2026 ↗
JPMorgan Mid Cap Growth Fund JPMorgan Trust II 581,401130M $0.98 %as of Jun 30, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 545,807969.9M SEK0.07 %as of Mar 31, 2026 ↗
HARTFORD CORE EQUITY FUND HARTFORD MUTUAL FUNDS, INC 523,190120M $1.05 %as of Jul 31, 2026 ↗
Real Estate Securities Fund Principal Funds, Inc 517,373118.7M $1.69 %as of Jul 31, 2026 ↗
American Mutual Fund American Mutual Fund 510,966117.2M $0.10 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 496,123101.7M $0.09 %as of May 31, 2026 ↗
Nuveen Real Estate Securities Select Fund TIAA-CREF Funds 487,805109.1M $4.15 %as of Jun 30, 2026 ↗
Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc 478,322109.7M $0.43 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST 475,609106.4M $1.44 %as of Jun 30, 2026 ↗
Fidelity High Dividend ETF Fidelity Covington Trust 436,595100.1M $0.99 %as of Jul 31, 2026 ↗
Capital Income Builder Capital Income Builder 433,47599.4M $0.08 %as of Jul 31, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 420,83496.5M $0.23 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 416,82893.2M $0.10 %as of Jun 30, 2026 ↗
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 405,13792.9M $4.69 %as of Jul 31, 2026 ↗
MFS Global Real Estate Fund MFS SERIES TRUST XIII 403,93582.8M $3.86 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 384,09085.9M $4.66 %as of Jun 30, 2026 ↗
Dimensional US Real Estate ETF Dimensional ETF Trust 375,22386.1M $4.83 %as of Jul 31, 2026 ↗
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 371,09483M $5.76 %as of Jun 30, 2026 ↗
JNL/WMC Balanced Fund JNL Series Trust 370,40782.8M $0.89 %as of Jun 30, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 359,80080.5M $0.11 %as of Jun 30, 2026 ↗
Hamlin High Dividend Equity Fund ADVISORS' INNER CIRCLE FUND 352,64278.9M $4.35 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 344,59170.6M $0.10 %as of May 31, 2026 ↗
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 341,94876.5M $1.95 %as of Jun 30, 2026 ↗
DWS RREEF Real Assets Fund DEUTSCHE DWS MARKET TRUST 330,88174M $1.59 %as of Jun 30, 2026 ↗
Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II 326,25466.9M $0.97 %as of May 31, 2026 ↗
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. 322,61772.2M $1.47 %as of Jun 30, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 314,53870.3M $0.15 %as of Jun 30, 2026 ↗
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 305,29070M $4.69 %as of Jul 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 298,67466.8M $0.11 %as of Jun 30, 2026 ↗
JNL/T. Rowe Price Mid-Cap Growth Fund JNL Series Trust 285,45563.8M $1.46 %as of Jun 30, 2026 ↗
iShares S&P 500 Growth ETF iShares Trust 280,68562.8M $0.08 %as of Jun 30, 2026 ↗
THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC 272,20262.4M $1.02 %as of Jul 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 269,83761.9M $0.06 %as of Jul 31, 2026 ↗
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 267,69254.9M $4.46 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 264,33360.6M $0.10 %as of Jul 31, 2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 240,18553.7M $4.52 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 238,42553.3M $4.26 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 232,75152.1M $0.15 %as of Jun 30, 2026 ↗
U.S. Growth Fund John Hancock Funds III 227,27550.8M $1.50 %as of Jun 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 222,31749.7M $0.10 %as of Jun 30, 2026 ↗
Cohen & Steers Global Realty Shares, Inc. COHEN & STEERS GLOBAL REALTY SHARES, INC 217,21348.6M $2.12 %as of Jun 30, 2026 ↗
Nuveen Large Cap Value Fund TIAA-CREF Funds 211,53148.5M $0.74 %as of Jul 31, 2026 ↗
DWS RREEF Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST 205,09045.9M $4.96 %as of Jun 30, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 201,19145M $0.11 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST 198,45844.4M $0.08 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 196,19945M $0.10 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 192,07039.4M $0.09 %as of May 31, 2026 ↗
PGIM Global Real Estate Fund Prudential Investment Portfolios 12 188,79243.3M $3.86 %as of Jul 31, 2026 ↗
Franklin Small-Mid Cap Growth Fund Franklin Strategic Series 186,64342.8M $1.23 %as of Jul 31, 2026 ↗
iShares MSCI USA Value Factor ETF iShares Trust 185,92642.6M $0.47 %as of Jul 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 184,32141.2M $0.10 %as of Jun 30, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 178,77741M $0.23 %as of Jul 31, 2026 ↗
Nuveen Core Equity Fund TIAA-CREF Funds 178,22140.9M $0.60 %as of Jul 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 176,37040.5M $0.10 %as of Jul 31, 2026 ↗
Invesco Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) 173,15435.5M $5.17 %as of May 31, 2026 ↗
Global Growth Fund AMERICAN FUNDS INSURANCE SERIES 168,67437.7M $0.35 %as of Jun 30, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 168,06834.4M $0.12 %as of May 31, 2026 ↗
Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I 168,01834.4M $1.23 %as of May 31, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
BNP Paribas Funds US Mid Cap BNP Paribas Asset Management Luxembourg 1.71 %as of Dec 31, 2025 ↗
Pictet - Global Multi Asset Themes Pictet Asset Management (Europe) S.A. 0.21 %as of Sep 30, 2025 ↗
Pictet - USA Index Pictet Asset Management (Europe) S.A. 0.11 %as of Sep 30, 2025 ↗
Amundi Dynamique Climat Amundi Asset Management 0.03 %as of Sep 30, 2025 ↗

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
ETFB Green SRI REITs ETF ETF Series Solutions 12.65 %as of Jul 31, 2026 ↗
Columbia Research Enhanced Real Estate ETF Columbia ETF Trust I 8.95 %as of Jun 30, 2026 ↗
abrdn Real Estate Fund abrdn Funds 7.34 %as of Jul 31, 2026 ↗
Janus Henderson U.S. Real Estate ETF Janus Detroit Street Trust 7.19 %as of Jul 31, 2026 ↗
NVIT Real Estate Fund Nationwide Variable Insurance Trust 6.68 %as of Jun 30, 2026 ↗
Real Estate Securities Trust John Hancock Variable Insurance Trust 6.67 %as of Jun 30, 2026 ↗
GVC GAESCO OPORTUNIDAD EMPRESAS INMOBILIARIAS R.V., FI GVC GAESCO GESTIÓN, SGIIC, S.A. 6.55 %as of Dec 31, 2025 ↗
PGIM Real Estate Income Fund Prudential Investment Portfolios 9 6.39 %as of Jul 31, 2026 ↗
iShares Select U.S. REIT ETF iShares Trust 6.39 %as of Jul 31, 2026 ↗
Real Estate Securities Fund John Hancock Funds II 6.31 %as of May 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q3813-16134,953,460+7.6 %
2026Q2829+31125,374,922+1.2 %
2026Q1798-25123,920,720+1.4 %
2025Q4823-17122,241,606+2.9 %
2025Q3840+7118,774,281-1.3 %
2025Q2833+38120,333,872+3.1 %
2025Q1795-46116,674,700+1.6 %
2024Q4841+35114,790,288-0.9 %
2024Q3806+6115,775,174-1.7 %
2024Q2800+24117,725,278+15.7 %
2024Q1776-6101,731,231-13.0 %
2023Q4782116,913,472

Institutional managers

1,292 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.36,813,6496.9B $as of Mar 31, 2026
STATE STREET CORP20,931,3093.9B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC10,825,7132B $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP9,147,6161.7B $as of Mar 31, 2026
Capital World Investors9,050,3151.7B $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/8,503,1331.6B $as of Mar 31, 2026
COHEN & STEERS, INC.5,882,0071.1M $as of Mar 31, 2026
JPMORGAN CHASE & CO5,672,4201B $as of Mar 31, 2026
MORGAN STANLEY5,421,7971B $as of Mar 31, 2026
FMR LLC5,035,084939.2M $as of Mar 31, 2026
NORTHERN TRUST CORP5,002,392933.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP4,606,481859.2M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC4,272,265796.9M $as of Mar 31, 2026
Legal & General Group Plc3,689,236688.2M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/3,571,462666.2K $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC3,406,548635.4M $as of Mar 31, 2026
Invesco Ltd.3,241,968604.7M $as of Mar 31, 2026
Nuveen, LLC2,872,728535.8M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC2,595,216484.1M $as of Mar 31, 2026
DEUTSCHE BANK AG\2,445,544456.2M $as of Mar 31, 2026
Boston Partners2,302,071429.4M $as of Mar 31, 2026
CANADA PENSION PLAN INVESTMENT BOARD2,208,113411.9M $as of Mar 31, 2026
Bank of New York Mellon Corp2,079,177387.8M $as of Mar 31, 2026
Resolution Capital Ltd1,998,411372.8M $as of Mar 31, 2026
Amundi1,990,741371.3M $as of Mar 31, 2026

Declared shareholders of Simon Property Group Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 8.62 %27,956,842as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Funds holding Simon Property Group Inc". https://titelia.com/en/stocks/simon-property-group-inc-US8288061091