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: 884 declare it in a regulatory filing, and this table serves those page by page; 3 more are read from the reports their funds publish, and are not in it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 164,999 | 33.6M $ | 0.04 % | as of Feb 28, 2026 ↗ |
| iShares Core S&P U.S. Value ETF iShares Trust | 161,756 | 30.2M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. | 159,286 | 29.7M $ | 3.97 % | as of Mar 31, 2026 ↗ |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 158,605 | 29.6M $ | 0.26 % | as of Mar 31, 2026 ↗ |
| Fidelity Dividend Growth Fund Fidelity Securities Fund | 157,300 | 32M $ | 0.28 % | as of Apr 30, 2026 ↗ |
| Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO | 155,137 | 31.6M $ | 2.15 % | as of Apr 30, 2026 ↗ |
| Columbia Dividend Opportunity Fund Columbia Funds Series Trust II | 150,600 | 30.7M $ | 1.30 % | as of Feb 28, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 149,119 | 27.8M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| THRIVENT MID CAP STOCK FUND Thrivent Mutual Funds | 148,891 | 30.3M $ | 1.01 % | as of Apr 30, 2026 ↗ |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 148,269 | 27.7M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 146,945 | 30M $ | 0.16 % | as of Feb 28, 2026 ↗ |
| iShares S&P 100 ETF iShares Trust | 143,609 | 26.8M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| HARTFORD DISCIPLINED EQUITY HLS FUND HARTFORD SERIES FUND INC | 141,359 | 26.4M $ | 0.95 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. | 137,163 | 25.6M $ | 4.11 % | as of Mar 31, 2026 ↗ |
| Global Real Estate Securities Fund RUSSELL INVESTMENT FUNDS | 136,707 | 25.5M $ | 2.62 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust | 135,801 | 25.3M $ | 0.40 % | as of Mar 31, 2026 ↗ |
| JNL/WMC Global Real Estate Fund JNL Series Trust | 135,621 | 25.3M $ | 4.94 % | as of Mar 31, 2026 ↗ |
| U.S. Growth Fund John Hancock Funds III | 134,578 | 25.1M $ | 0.89 % | as of Mar 31, 2026 ↗ |
| Neuberger Real Estate Fund NEUBERGER BERMAN EQUITY FUNDS | 132,750 | 27.1M $ | 4.03 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 128,200 | 23.9M $ | 0.56 % | as of Mar 31, 2026 ↗ |
| Avantis Real Estate ETF American Century ETF Trust | 127,794 | 26.1M $ | 3.35 % | as of Feb 28, 2026 ↗ |
| Global Real Estate Securities Fund Principal Funds, Inc | 126,179 | 25.7M $ | 1.50 % | as of Apr 30, 2026 ↗ |
| Invesco S&P 100 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 125,946 | 25.7M $ | 1.03 % | as of Apr 30, 2026 ↗ |
| State Farm Growth Fund Advisers Investment Trust | 125,900 | 23.5M $ | 0.26 % | as of Mar 31, 2026 ↗ |
| Permanent Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS | 125,000 | 25.5M $ | 0.34 % | as of Apr 30, 2026 ↗ |
| Vert Global Sustainable Real Estate ETF Manager Directed Portfolios | 124,488 | 23.2M $ | 5.06 % | as of Mar 31, 2026 ↗ |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 124,347 | 25.3M $ | 0.34 % | as of Apr 30, 2026 ↗ |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 122,080 | 22.8M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage Large Cap Core Fund BlackRock Large Cap Series Funds, Inc. | 121,860 | 24.8M $ | 0.70 % | as of Feb 27, 2026 ↗ |
| Baron Real Estate Fund BARON SELECT FUNDS | 120,500 | 22.5M $ | 1.04 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 119,240 | 22.2M $ | 0.39 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 117,941 | 24M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 116,826 | 21.8M $ | 0.39 % | as of Mar 31, 2026 ↗ |
| Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I | 114,630 | 23.4M $ | 1.40 % | as of Feb 28, 2026 ↗ |
| Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES | 114,326 | 21.3M $ | 0.08 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P U.S. Growth ETF iShares Trust | 113,041 | 21.1M $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Real Estate Securities Trust John Hancock Variable Insurance Trust | 109,639 | 20.5M $ | 6.66 % | as of Mar 31, 2026 ↗ |
| Global Real Estate Index Fund Northern Funds | 109,508 | 20.4M $ | 2.98 % | as of Mar 31, 2026 ↗ |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 104,001 | 21.2M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| Victory RS Global Fund Victory Portfolios | 103,125 | 19.2M $ | 1.11 % | as of Mar 31, 2026 ↗ |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 102,636 | 19.1M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 102,528 | 20.9M $ | 0.16 % | as of Apr 30, 2026 ↗ |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 102,256 | 20.8M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| iShares MSCI ACWI ETF iShares Trust | 101,115 | 20.6M $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Global Real Estate Fund American Century Capital Portfolios, Inc. | 100,171 | 20.4M $ | 2.51 % | as of Apr 30, 2026 ↗ |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 98,162 | 20M $ | 0.16 % | as of Apr 30, 2026 ↗ |
| Stock Index Fund Northern Funds | 97,688 | 18.2M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 96,433 | 19.7M $ | 0.09 % | as of Feb 28, 2026 ↗ |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 95,367 | 19.4M $ | 0.08 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II | 94,849 | 19.3M $ | 1.33 % | as of Apr 30, 2026 ↗ |
| PGIM US Real Estate Fund Prudential Investment Portfolios 12 | 93,850 | 17.5M $ | 6.25 % | as of Mar 31, 2026 ↗ |
| LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 93,401 | 17.4M $ | 4.93 % | as of Mar 31, 2026 ↗ |
| VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND | 92,743 | 18.9M $ | 0.16 % | as of Feb 28, 2026 ↗ |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 91,350 | 17M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 90,277 | 18.4M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Real Estate Fund American Century Capital Portfolios, Inc. | 89,767 | 18.3M $ | 3.43 % | as of Apr 30, 2026 ↗ |
| BlackRock Real Estate Securities Fund BlackRock Funds | 89,096 | 18.1M $ | 4.16 % | as of Apr 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 88,054 | 16.4M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 87,826 | 16.4M $ | 0.48 % | as of Mar 31, 2026 ↗ |
| Diversified Real Assets Fund John Hancock Investment Trust | 87,460 | 16.3M $ | 1.92 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 87,436 | 17.8M $ | 0.16 % | as of Apr 30, 2026 ↗ |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 82,364 | 15.4M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 82,350 | 16.8M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Touchstone Funds Group Trust-Touchstone Dividend Equity Fund Touchstone Funds Group Trust | 82,108 | 15.3M $ | 0.67 % | as of Mar 31, 2026 ↗ |
| Virtus Duff & Phelps Real Estate Securities Fund Virtus Opportunities Trust | 82,066 | 15.3M $ | 4.48 % | as of Mar 31, 2026 ↗ |
| MFS Diversified Income Fund MFS Series Trust XIII | 81,456 | 16.6M $ | 0.89 % | as of Feb 28, 2026 ↗ |
| Nuveen Multi Cap Value Fund Nuveen Investment Trust | 80,534 | 15M $ | 1.41 % | as of Mar 31, 2026 ↗ |
| JPMorgan Realty Income ETF J.P. Morgan Exchange-Traded Fund Trust | 79,148 | 16.1M $ | 3.20 % | as of Feb 28, 2026 ↗ |
| Real Estate Securities Fund John Hancock Funds II | 78,046 | 15.9M $ | 6.87 % | as of Feb 28, 2026 ↗ |
| Handelsbanken Global Index Criteria Handelsbanken Fonder AB | 77,576 | 137.8M SEK | 0.09 % | as of Mar 31, 2026 ↗ |
| Victory 500 Index Fund Victory Portfolios III | 76,593 | 15.6M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 73,809 | 15M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Fidelity Real Estate Income Fund Fidelity Securities Fund | 73,653 | 15M $ | 0.37 % | as of Apr 30, 2026 ↗ |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 73,389 | 15M $ | 0.21 % | as of Feb 28, 2026 ↗ |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 72,863 | 13.6M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 72,222 | 14.7M $ | 0.13 % | as of Feb 28, 2026 ↗ |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 72,208 | 13.5M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| JPMorgan Equity Index Fund JPMorgan Trust II | 71,859 | 13.4M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| NVIT Real Estate Fund Nationwide Variable Insurance Trust | 71,828 | 13.4M $ | 6.80 % | as of Mar 31, 2026 ↗ |
| Payden Equity Income Fund PAYDEN & RYGEL INVESTMENT GROUP | 71,400 | 14.5M $ | 1.36 % | as of Apr 30, 2026 ↗ |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 71,263 | 14.5M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 70,416 | 13.1M $ | 0.08 % | as of Mar 31, 2026 ↗ |
| VOYA CORPORATE LEADERS(R) 100 FUND Voya Equity Trust | 70,313 | 14.3M $ | 1.08 % | as of Feb 28, 2026 ↗ |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 68,948 | 12.9M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 68,479 | 13.9M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Storebrand USA Storebrand Asset Management AS | 67,588 | 120.1M SEK | 0.25 % | as of Mar 31, 2026 ↗ |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 67,363 | 12.6M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Nuveen Real Asset Income Fund Nuveen Investment Funds, Inc. | 67,220 | 12.5M $ | 1.08 % | as of Mar 31, 2026 ↗ |
| Storebrand Global Plus Storebrand Asset Management AS | 66,987 | 119M SEK | 0.26 % | as of Mar 31, 2026 ↗ |
| Column Mid Cap Select Fund Trust for Professional Managers | 65,968 | 13.4M $ | 0.45 % | as of Feb 28, 2026 ↗ |
| FlexShares Global Quality Real Estate Index Fund FlexShares Trust | 65,331 | 13.3M $ | 3.48 % | as of Apr 30, 2026 ↗ |
| 500 Index Trust John Hancock Variable Insurance Trust | 65,152 | 12.2M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds | 64,241 | 12M $ | 2.38 % | as of Mar 31, 2026 ↗ |
| Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Funds Variable Series Trust II | 64,100 | 12M $ | 1.24 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB | 62,716 | 111.4M SEK | 0.09 % | as of Mar 31, 2026 ↗ |
| Swedbank Robur Transfer 80 Swedbank Robur Fonder AB | 62,348 | 110.8M SEK | 0.12 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 62,019 | 12.6M $ | 0.49 % | as of Apr 30, 2026 ↗ |
| Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 61,118 | 11.4M $ | 0.43 % | as of Mar 31, 2026 ↗ |
| AB All Market Real Return Portfolio AB BOND FUND, INC. | 60,494 | 12.3M $ | 1.53 % | as of Apr 30, 2026 ↗ |
| NYLI CBRE Real Estate Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 59,303 | 12.1M $ | 5.38 % | 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 counts shares; this one measures what the company weighs inside 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 SEC quarterly data set, newest first. The change is read against the quarter before it.
| 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 25 largest follow.
| 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
2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.
| 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