Funds holding Simon Property Group Inc
ISIN US8288061091 · United States · LEI 529900GQL5X8H7AO3T64
- Fund holders
- 887
- Of which ETFs
- 228 659 other funds
- Value held
- 24.5B $ 2.2B SEK · 14.3M €
887 funds hold this company. This table lists the 884 that declare it in a regulatory filing. The other 3 publish their holdings in their own reports. They are not in the table.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 12,120,320 | 2.5B $ | 3.53 % | as of Apr 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 9,794,551 | 1.8B $ | 0.09 % | as of Mar 31, 2026 ↗ |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 8,264,211 | 1.5B $ | 0.11 % | as of Mar 31, 2026 ↗ |
| VANGUARD WELLINGTON FUND VANGUARD WELLINGTON FUND | 5,198,176 | 1.1B $ | 0.88 % | as of Feb 28, 2026 ↗ |
| iShares Core S&P 500 ETF iShares Trust | 4,183,130 | 780.3M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 4,154,629 | 846.9M $ | 0.11 % | as of Feb 28, 2026 ↗ |
| Income Fund of America Income Fund of America | 3,591,652 | 731.7M $ | 0.50 % | as of Apr 30, 2026 ↗ |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 3,333,344 | 621.8M $ | 0.31 % | as of Mar 31, 2026 ↗ |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,854,650 | 532.5M $ | 0.24 % | as of Mar 31, 2026 ↗ |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 2,774,266 | 565.1M $ | 0.26 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST | 2,223,152 | 453.2M $ | 4.65 % | as of Feb 28, 2026 ↗ |
| VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 2,148,730 | 437.7M $ | 4.13 % | as of Apr 30, 2026 ↗ |
| American Balanced Fund American Balanced Fund | 1,856,619 | 346.3M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,833,693 | 342M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| State Street(R) Real Estate Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 1,789,541 | 333.8M $ | 4.57 % | as of Mar 31, 2026 ↗ |
| Disciplined Value Mid Cap Fund John Hancock Funds III | 1,620,113 | 302.2M $ | 1.38 % | as of Mar 31, 2026 ↗ |
| DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,584,845 | 322.8M $ | 4.64 % | as of Apr 30, 2026 ↗ |
| Smead Value Fund Smead Funds Trust | 1,438,809 | 293.3M $ | 6.67 % | as of Feb 27, 2026 ↗ |
| DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,243,907 | 253.4M $ | 3.32 % | as of Apr 30, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 1,237,946 | 230.9M $ | 0.48 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,200,141 | 244.5M $ | 0.49 % | as of Apr 30, 2026 ↗ |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,003,360 | 187.2M $ | 0.54 % | as of Mar 31, 2026 ↗ |
| Fidelity SAI U.S. Quality Index Fund Fidelity Salem Street Trust | 997,053 | 203.1M $ | 0.70 % | as of Apr 30, 2026 ↗ |
| iShares U.S. Real Estate ETF iShares Trust | 975,307 | 181.9M $ | 4.58 % | as of Mar 31, 2026 ↗ |
| Cohen & Steers Real Estate Securities Fund COHEN & STEERS REAL ESTATE SECURITIES FUND INC | 954,346 | 178M $ | 2.06 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 889,795 | 181.3M $ | 0.21 % | as of Apr 30, 2026 ↗ |
| iShares MSCI USA Quality Factor ETF iShares Trust | 885,592 | 180.4M $ | 0.36 % | as of Apr 30, 2026 ↗ |
| iShares Global REIT ETF iShares Trust | 863,760 | 176M $ | 3.67 % | as of Apr 30, 2026 ↗ |
| iShares Core U.S. REIT ETF iShares Trust | 814,472 | 165.9M $ | 4.40 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. | 809,474 | 151M $ | 1.43 % | as of Mar 31, 2026 ↗ |
| Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARES INC | 806,965 | 150.5M $ | 1.83 % | as of Mar 31, 2026 ↗ |
| Cohen & Steers Realty Shares COHEN & STEERS REALTY SHARES INC | 726,297 | 135.5M $ | 1.86 % | as of Mar 31, 2026 ↗ |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 723,047 | 147.3M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Fidelity Real Estate Investment Portfolio Fidelity Select Portfolios | 715,500 | 145.8M $ | 4.45 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 683,084 | 127.4M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Real Estate Securities Fund Principal Funds, Inc | 682,396 | 139M $ | 2.06 % | as of Apr 30, 2026 ↗ |
| Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 659,440 | 134.3M $ | 4.24 % | as of Apr 30, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 621,946 | 116M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 609,635 | 124.3M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| iShares Select U.S. REIT ETF iShares Trust | 605,462 | 123.3M $ | 5.83 % | as of Apr 30, 2026 ↗ |
| Fidelity SAI Real Estate Fund Fidelity Summer Street Trust | 594,000 | 121M $ | 4.45 % | as of Apr 30, 2026 ↗ |
| Nuveen Real Estate Securities Select Fund TIAA-CREF Funds | 593,541 | 110.7M $ | 4.29 % | as of Mar 31, 2026 ↗ |
| Dimensional Global Real Estate ETF Dimensional ETF Trust | 581,316 | 118.4M $ | 3.37 % | as of Apr 30, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 578,474 | 107.9M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| HARTFORD CORE EQUITY FUND HARTFORD MUTUAL FUNDS, INC | 547,416 | 111.5M $ | 0.97 % | as of Apr 30, 2026 ↗ |
| AP7 Aktiefond Sjunde AP-fonden | 545,807 | 969.9M SEK | 0.07 % | as of Mar 31, 2026 ↗ |
| American Mutual Fund American Mutual Fund | 510,966 | 104.1M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 483,303 | 90.2M $ | 0.48 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 482,234 | 98.3M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc | 478,322 | 97.4M $ | 0.39 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST | 467,311 | 87.2M $ | 1.24 % | as of Mar 31, 2026 ↗ |
| Capital Income Builder Capital Income Builder | 433,475 | 88.3M $ | 0.07 % | as of Apr 30, 2026 ↗ |
| MFS Global Real Estate Fund MFS SERIES TRUST XIII | 432,126 | 88.1M $ | 3.88 % | as of Feb 28, 2026 ↗ |
| JNL/WMC Balanced Fund JNL Series Trust | 428,626 | 80M $ | 0.91 % | as of Mar 31, 2026 ↗ |
| iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds | 419,496 | 85.5M $ | 4.36 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST | 415,611 | 77.5M $ | 4.56 % | as of Mar 31, 2026 ↗ |
| Fidelity High Dividend ETF Fidelity Covington Trust | 413,324 | 84.2M $ | 0.92 % | as of Apr 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 405,705 | 75.7M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Dimensional US Real Estate ETF Dimensional ETF Trust | 379,635 | 77.3M $ | 4.59 % | as of Apr 30, 2026 ↗ |
| Empower Real Estate Index Fund EMPOWER FUNDS, INC. | 371,834 | 69.4M $ | 5.43 % | as of Mar 31, 2026 ↗ |
| iShares MSCI USA Value Factor ETF iShares Trust | 368,584 | 75.1M $ | 0.62 % | as of Apr 30, 2026 ↗ |
| iShares Russell Mid-Cap Value ETF iShares Trust | 363,156 | 67.7M $ | 0.48 % | as of Mar 31, 2026 ↗ |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 362,385 | 67.6M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Hamlin High Dividend Equity Fund ADVISORS' INNER CIRCLE FUND | 347,150 | 64.8M $ | 3.96 % | as of Mar 31, 2026 ↗ |
| DWS RREEF Real Assets Fund DEUTSCHE DWS MARKET TRUST | 339,641 | 63.4M $ | 1.33 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 335,340 | 68.4M $ | 0.11 % | as of Feb 28, 2026 ↗ |
| iShares S&P 500 Value ETF iShares Trust | 330,976 | 61.7M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. | 320,480 | 59.8M $ | 0.55 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 311,491 | 58.1M $ | 0.99 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 303,186 | 61.8M $ | 4.28 % | as of Apr 30, 2026 ↗ |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 298,674 | 55.7M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| iShares Russell 1000 Growth ETF iShares Trust | 289,925 | 54.1M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| iShares S&P 500 Growth ETF iShares Trust | 280,208 | 52.3M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 273,044 | 55.6M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC | 272,202 | 55.5M $ | 0.90 % | as of Apr 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 257,792 | 52.5M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust | 255,704 | 52.1M $ | 4.61 % | as of Feb 28, 2026 ↗ |
| Nuveen Large Cap Value Fund TIAA-CREF Funds | 253,929 | 51.7M $ | 0.81 % | as of Apr 30, 2026 ↗ |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 240,706 | 44.9M $ | 4.10 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS | 237,676 | 44.3M $ | 3.91 % | as of Mar 31, 2026 ↗ |
| DWS RREEF Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST | 233,080 | 43.5M $ | 4.62 % | as of Mar 31, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 231,533 | 43.2M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 226,478 | 42.2M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| PGIM Global Real Estate Fund Prudential Investment Portfolios 12 | 220,119 | 44.8M $ | 4.25 % | as of Apr 30, 2026 ↗ |
| CBRE Global Real Estate Portfolio Brighthouse Funds Trust I | 214,409 | 40M $ | 4.93 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 204,384 | 38.1M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Cohen & Steers Global Realty Shares, Inc. COHEN & STEERS GLOBAL REALTY SHARES, INC | 195,056 | 36.4M $ | 1.77 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 191,965 | 39.1M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 191,854 | 35.8M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST | 191,526 | 35.7M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 190,696 | 38.9M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 180,410 | 36.8M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| BALANCED PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 177,227 | 33.1M $ | 0.91 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 173,780 | 32.4M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 172,168 | 35.1M $ | 0.22 % | as of Feb 28, 2026 ↗ |
| Invesco Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) | 171,481 | 35M $ | 5.01 % | as of Feb 28, 2026 ↗ |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 169,468 | 34.5M $ | 0.14 % | as of Feb 28, 2026 ↗ |
| PIMCO All Asset: Multi-Real Fund PIMCO Funds | 168,937 | 31.5M $ | 1.43 % | as of Mar 31, 2026 ↗ |
| Global Growth Fund AMERICAN FUNDS INSURANCE SERIES | 168,674 | 31.5M $ | 0.36 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 168,619 | 34.3M $ | 0.09 % | as of Apr 30, 2026 ↗ |
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.
| Fund | Weight in fund | |
|---|---|---|
| ETFB Green SRI REITs ETF ETF Series Solutions | 11.96 % | as of Apr 30, 2026 ↗ |
| REAL ESTATE ULTRASECTOR PROFUND ProFunds | 10.24 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Real Estate ETF Columbia ETF Trust I | 8.60 % | as of Mar 31, 2026 ↗ |
| abrdn Real Estate Fund abrdn Funds | 7.22 % | as of Apr 30, 2026 ↗ |
| Real Estate Securities Fund John Hancock Funds II | 6.87 % | as of Feb 28, 2026 ↗ |
| NVIT Real Estate Fund Nationwide Variable Insurance Trust | 6.80 % | as of Mar 31, 2026 ↗ |
| Smead Value Fund Smead Funds Trust | 6.67 % | as of Feb 27, 2026 ↗ |
| Real Estate Securities Trust John Hancock Variable Insurance Trust | 6.66 % | as of Mar 31, 2026 ↗ |
| GVC GAESCO OPORTUNIDAD EMPRESAS INMOBILIARIAS R.V., FI GVC GAESCO GESTIÓN, SGIIC, S.A. | 6.55 % | as of Dec 31, 2025 ↗ |
| PGIM US Real Estate Fund Prudential Investment Portfolios 12 | 6.25 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 829 | +31 | 125,374,922 | +1.2 % |
| 2026Q1 | 798 | -25 | 123,920,720 | +1.4 % |
| 2025Q4 | 823 | -17 | 122,241,606 | +2.9 % |
| 2025Q3 | 840 | +7 | 118,774,281 | -1.3 % |
| 2025Q2 | 833 | +38 | 120,333,872 | +3.1 % |
| 2025Q1 | 795 | -46 | 116,674,700 | +1.6 % |
| 2024Q4 | 841 | +35 | 114,790,288 | -0.9 % |
| 2024Q3 | 806 | +6 | 115,775,174 | -1.7 % |
| 2024Q2 | 800 | +24 | 117,725,278 | +15.7 % |
| 2024Q1 | 776 | -6 | 101,731,231 | -13.0 % |
| 2023Q4 | 782 | 116,913,472 |
Institutional managers
1,292 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 36,813,649 | 6.9B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 20,931,309 | 3.9B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 10,825,713 | 2B $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 9,147,616 | 1.7B $ | as of Mar 31, 2026 |
| Capital World Investors | 9,050,315 | 1.7B $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 8,503,133 | 1.6B $ | as of Mar 31, 2026 |
| COHEN & STEERS, INC. | 5,882,007 | 1.1M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 5,672,420 | 1B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 5,421,797 | 1B $ | as of Mar 31, 2026 |
| FMR LLC | 5,035,084 | 939.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 5,002,392 | 933.1M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 4,606,481 | 859.2M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,272,265 | 796.9M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 3,689,236 | 688.2M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 3,571,462 | 666.2K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 3,406,548 | 635.4M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 3,241,968 | 604.7M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 2,872,728 | 535.8M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 2,595,216 | 484.1M $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 2,445,544 | 456.2M $ | as of Mar 31, 2026 |
| Boston Partners | 2,302,071 | 429.4M $ | as of Mar 31, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | 2,208,113 | 411.9M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 2,079,177 | 387.8M $ | as of Mar 31, 2026 |
| Resolution Capital Ltd | 1,998,411 | 372.8M $ | as of Mar 31, 2026 |
| Amundi | 1,990,741 | 371.3M $ | as of Mar 31, 2026 |
Declared shareholders of Simon Property Group Inc
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 7.38 % | 24,003,824 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 7.12 % | 23,147,511 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Simon Property Group Inc". https://titelia.com/en/stocks/simon-property-group-inc-US8288061091