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 BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 164,89436.9M $0.06 %as of Jun 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 164,88436.9M $0.14 %as of Jun 30, 2026 ↗
PIMCO All Asset: Multi-Real Fund PIMCO FUNDS 164,66036.8M $1.60 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 163,70633.5M $0.22 %as of May 31, 2026 ↗
BALANCED PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 162,63536.4M $0.92 %as of Jun 30, 2026 ↗
Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. 161,19936.1M $4.42 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 160,93633M $0.15 %as of May 31, 2026 ↗
Columbia Dividend Opportunity Fund Columbia Funds Series Trust II 160,10032.8M $1.34 %as of May 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 158,28732.4M $0.03 %as of May 31, 2026 ↗
JNL/JPMorgan MidCap Growth Fund JNL Series Trust 157,47535.2M $0.99 %as of Jun 30, 2026 ↗
Fidelity Dividend Growth Fund Fidelity Securities Fund 157,30036.1M $0.30 %as of Jul 31, 2026 ↗
Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES 155,58734.8M $0.28 %as of Jun 30, 2026 ↗
THRIVENT MID CAP STOCK FUND Thrivent Mutual Funds 148,28434M $1.09 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 147,33533M $0.09 %as of Jun 30, 2026 ↗
Global Real Estate Fund American Century Capital Portfolios, Inc. 145,31933.3M $4.09 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 143,08732M $0.11 %as of Jun 30, 2026 ↗
HARTFORD DISCIPLINED EQUITY HLS FUND HARTFORD SERIES FUND INC 141,35931.6M $1.04 %as of Jun 30, 2026 ↗
iShares S&P 100 ETF iShares Trust 140,15331.3M $0.16 %as of Jun 30, 2026 ↗
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 139,15531.9M $2.21 %as of Jul 31, 2026 ↗
Neuberger Real Estate Fund NEUBERGER BERMAN EQUITY FUNDS 134,68827.6M $4.51 %as of May 31, 2026 ↗
T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. 133,76329.9M $4.55 %as of Jun 30, 2026 ↗
Avantis Real Estate ETF American Century ETF Trust 132,76027.2M $3.35 %as of May 31, 2026 ↗
Global Real Estate Securities Fund RUSSELL INVESTMENT FUNDS 131,38229.4M $2.84 %as of Jun 30, 2026 ↗
Vert Global Sustainable Real Estate ETF Manager Directed Portfolios 126,76428.4M $5.41 %as of Jun 30, 2026 ↗
Global Real Estate Index Fund Northern Funds 126,36428.3M $3.33 %as of Jun 30, 2026 ↗
State Farm Growth Fund Advisers Investment Trust 125,90028.2M $0.28 %as of Jun 30, 2026 ↗
Permanent Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS 125,00028.7M $0.40 %as of Jul 31, 2026 ↗
Invesco S&P 100 Equal Weight ETF Invesco Exchange-Traded Fund Trust 122,82128.2M $1.05 %as of Jul 31, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 122,08027.3M $0.11 %as of Jun 30, 2026 ↗
Baron Real Estate Fund BARON SELECT FUNDS 120,50026.9M $1.17 %as of Jun 30, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 120,27426.9M $0.44 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 118,76324.3M $0.04 %as of May 31, 2026 ↗
JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust 117,87127M $0.33 %as of Jul 31, 2026 ↗
Real Estate Fund American Century Capital Portfolios, Inc. 116,34926.7M $5.06 %as of Jul 31, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 114,31825.6M $0.08 %as of Jun 30, 2026 ↗
Global Real Estate Securities Fund Principal Funds, Inc 109,97425.2M $1.45 %as of Jul 31, 2026 ↗
CBRE Global Real Estate Portfolio Brighthouse Funds Trust I 109,37024.5M $2.95 %as of Jun 30, 2026 ↗
MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 105,22123.5M $0.67 %as of Jun 30, 2026 ↗
PGIM US Real Estate Fund Prudential Investment Portfolios 12 104,88023.5M $6.22 %as of Jun 30, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 103,37723.7M $0.07 %as of Jul 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 103,36423.7M $0.11 %as of Jul 31, 2026 ↗
Real Estate Securities Fund John Hancock Funds II 103,25221.2M $6.31 %as of May 31, 2026 ↗
Real Estate Securities Trust John Hancock Variable Insurance Trust 103,23623.1M $6.67 %as of Jun 30, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 102,35822.9M $0.11 %as of Jun 30, 2026 ↗
VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 98,17420.1M $0.08 %as of May 31, 2026 ↗
Stock Index Fund Northern Funds 97,26021.8M $0.11 %as of Jun 30, 2026 ↗
LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 96,62821.6M $1.46 %as of Jun 30, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 94,81721.7M $0.12 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 94,23919.3M $0.08 %as of May 31, 2026 ↗
Victory RS Global Fund Victory Portfolios 94,19321.1M $1.06 %as of Jun 30, 2026 ↗
VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND 93,98619.3M $0.15 %as of May 31, 2026 ↗
LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 93,40120.9M $5.38 %as of Jun 30, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 92,65921.3M $0.11 %as of Jul 31, 2026 ↗
Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES 92,47220.7M $0.07 %as of Jun 30, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 91,51020.5M $0.11 %as of Jun 30, 2026 ↗
THRIVENT MID CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. 90,55120.3M $1.04 %as of Jun 30, 2026 ↗
Diversified Real Assets Fund John Hancock Investment Trust 87,85719.6M $2.10 %as of Jun 30, 2026 ↗
JPMorgan Realty Income ETF J.P. Morgan Exchange-Traded Fund Trust 87,82318M $3.80 %as of May 31, 2026 ↗
Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II 87,65620.1M $1.32 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 85,74419.2M $0.10 %as of Jun 30, 2026 ↗
Nuveen Multi Cap Value Fund Nuveen Investment Trust 85,05819M $1.51 %as of Jun 30, 2026 ↗
iShares Morningstar Mid-Cap Growth ETF iShares Trust 84,32719.3M $0.49 %as of Jul 31, 2026 ↗
JPMorgan Mid Cap Equity Fund JPMorgan Trust I 82,38618.4M $0.30 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 82,36418.4M $0.06 %as of Jun 30, 2026 ↗
Touchstone Funds Group Trust-Touchstone Dividend Equity Fund Touchstone Funds Group Trust 82,10818.4M $0.75 %as of Jun 30, 2026 ↗
Handelsbanken Global Index Criteria Handelsbanken Fonder AB 77,576137.8M SEK0.09 %as of Mar 31, 2026 ↗
Virtus Duff & Phelps Real Estate Securities Fund Virtus Opportunities Trust 77,06617.2M $4.79 %as of Jun 30, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 75,26717.3M $0.11 %as of Jul 31, 2026 ↗
MFS Blended Research Mid Cap Equity Fund MFS Series Trust X 75,10415.4M $0.52 %as of May 31, 2026 ↗
Fidelity Real Estate Income Fund Fidelity Securities Fund 73,65316.9M $0.38 %as of Jul 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 73,26015M $0.11 %as of May 31, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 72,70816.3M $0.11 %as of Jun 30, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 72,31216.6M $0.12 %as of Jul 31, 2026 ↗
FlexShares Global Quality Real Estate Index Fund FlexShares Trust 72,28016.6M $3.90 %as of Jul 31, 2026 ↗
Payden Equity Income Fund PAYDEN & RYGEL INVESTMENT GROUP 71,40016.4M $1.48 %as of Jul 31, 2026 ↗
T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. 71,31916M $0.09 %as of Jun 30, 2026 ↗
Janus Henderson Global Real Estate Fund Janus Investment Fund 71,11815.9M $4.64 %as of Jun 30, 2026 ↗
MFS Diversified Income Fund MFS Series Trust XIII 70,29514.4M $0.80 %as of May 31, 2026 ↗
Nuveen Real Asset Income Fund Nuveen Investment Funds, Inc. 69,58915.6M $1.29 %as of Jun 30, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 69,45914.2M $0.20 %as of May 31, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 68,90415.4M $0.11 %as of Jun 30, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 68,90015.8M $0.12 %as of Jul 31, 2026 ↗
Column Mid Cap Select Fund Trust for Professional Managers 68,37814M $0.46 %as of May 31, 2026 ↗
Storebrand USA Storebrand Asset Management AS 67,588120.1M SEK0.25 %as of Mar 31, 2026 ↗
LVIP State Street S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 67,34815.1M $0.11 %as of Jun 30, 2026 ↗
VOYA CORPORATE LEADERS(R) 100 FUND Voya Equity Trust 67,30413.8M $1.01 %as of May 31, 2026 ↗
BlackRock Advantage Large Cap Core Fund BlackRock Large Cap Series Funds, Inc. 67,17913.8M $0.35 %as of May 29, 2026 ↗
Storebrand Global Plus Storebrand Asset Management AS 66,987119M SEK0.26 %as of Mar 31, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 66,83615.3M $0.11 %as of Jul 31, 2026 ↗
NVIT Real Estate Fund Nationwide Variable Insurance Trust 66,56914.9M $6.68 %as of Jun 30, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 66,35514.8M $0.11 %as of Jun 30, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 66,19814.8M $0.11 %as of Jun 30, 2026 ↗
Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Funds Variable Series Trust II 66,10014.8M $1.45 %as of Jun 30, 2026 ↗
NEOS Real Estate High Income ETF NEOS ETF Trust 65,78214.7M $5.16 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 64,61914.8M $0.53 %as of Jul 31, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 62,716111.4M SEK0.09 %as of Mar 31, 2026 ↗
VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc 62,65314M $1.45 %as of Jun 30, 2026 ↗
PIMCO RealEstateRealReturn Strategy Fund PIMCO FUNDS 62,54914M $2.52 %as of Jun 30, 2026 ↗
Swedbank Robur Transfer 80 Swedbank Robur Fonder AB 62,348110.8M SEK0.12 %as of Mar 31, 2026 ↗
Virtus Duff & Phelps Global Real Estate Securities Fund Virtus Opportunities Trust 61,52113.8M $2.91 %as of Jun 30, 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