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.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| AB All Market Real Return Portfolio AB BOND FUND, INC. | 59,917 | 13.7M $ | 1.76 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 59,648 | 13.3M $ | 0.10 % | as of Jun 30, 2026 ↗ |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 59,205 | 13.2M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 59,068 | 13.5M $ | 0.53 % | as of Jul 31, 2026 ↗ |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 56,596 | 11.6M $ | 0.10 % | as of May 31, 2026 ↗ |
| PSF Stock Index Portfolio Prudential Series Fund | 54,711 | 12.2M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| JNL/Cohen & Steers U.S. Realty Fund JNL Series Trust | 54,545 | 12.2M $ | 2.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 53,143 | 10.9M $ | 0.10 % | as of May 31, 2026 ↗ |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 52,347 | 11.7M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 52,004 | 11.6M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Cohen & Steers Real Estate Active ETF Cohen & Steers ETF Trust | 51,234 | 11.5M $ | 2.60 % | as of Jun 30, 2026 ↗ |
| Victory Income Stock Fund Victory Portfolios III | 51,108 | 11.7M $ | 0.41 % | as of Jul 31, 2026 ↗ |
| GLOBAL REAL ESTATE FUND VALIC Co I | 50,312 | 10.3M $ | 3.18 % | as of May 31, 2026 ↗ |
| U.S. Growth Trust John Hancock Variable Insurance Trust | 50,285 | 11.2M $ | 1.50 % | as of Jun 30, 2026 ↗ |
| Global Real Estate Securities Fund RUSSELL INVESTMENT CO | 50,214 | 11.5M $ | 2.76 % | as of Jul 31, 2026 ↗ |
| Victory Sustainable World Fund Victory Portfolios III | 50,082 | 10.3M $ | 0.62 % | as of May 31, 2026 ↗ |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 49,812 | 11.4M $ | 0.21 % | as of Jul 31, 2026 ↗ |
| BNY Mellon Equity Income Fund BNY Mellon Investment Funds III | 49,403 | 10.1M $ | 0.43 % | as of May 31, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 49,264 | 11M $ | 0.35 % | as of Jun 30, 2026 ↗ |
| Global Real Estate Securities Fund GuideStone Funds | 49,208 | 11M $ | 3.16 % | as of Jun 30, 2026 ↗ |
| Mid Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 48,851 | 10.9M $ | 0.98 % | as of Jun 30, 2026 ↗ |
| EQUITY INDEX FUND GuideStone Funds | 48,301 | 10.8M $ | 0.16 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 48,243 | 11.1M $ | 0.08 % | as of Jul 31, 2026 ↗ |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 48,139 | 10.8M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| iShares Developed Real Estate Index Fund BlackRock Funds | 47,873 | 11M $ | 3.50 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 47,001 | 10.8M $ | 0.23 % | as of Jul 31, 2026 ↗ |
| Handelsbanken USA Index Criteria Handelsbanken Fonder AB | 45,701 | 81.2M SEK | 0.18 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 44,776 | 9.2M $ | 0.10 % | as of May 31, 2026 ↗ |
| Invesco S&P Ultra Dividend Revenue ETF Invesco Exchange-Traded Fund Trust II | 44,338 | 9.1M $ | 0.84 % | as of May 31, 2026 ↗ |
| JNL/Mellon Real Estate Sector Fund JNL Series Trust | 44,211 | 9.9M $ | 4.61 % | as of Jun 30, 2026 ↗ |
| Allspring Disciplined U.S. Core Fund ALLSPRING FUNDS TRUST | 44,198 | 10.1M $ | 0.48 % | as of Jul 31, 2026 ↗ |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 44,141 | 9M $ | 0.14 % | as of May 31, 2026 ↗ |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 43,480 | 10M $ | 0.11 % | as of Jul 31, 2026 ↗ |
| Invesco Global Real Estate Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 43,435 | 8.9M $ | 3.41 % | as of May 31, 2026 ↗ |
| AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust | 43,372 | 9.7M $ | 0.43 % | as of Jun 30, 2026 ↗ |
| Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust | 43,259 | 9.9M $ | 4.67 % | as of Jul 31, 2026 ↗ |
| NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust | 42,767 | 9.6M $ | 4.84 % | as of Jun 30, 2026 ↗ |
| PGIM Select Real Estate Fund Prudential Investment Portfolios 9 | 42,726 | 9.8M $ | 3.76 % | as of Jul 31, 2026 ↗ |
| AST Multi-Asset Diversified Portfolio Advanced Series Trust | 42,703 | 9.6M $ | 0.19 % | as of Jun 30, 2026 ↗ |
| Capital World Growth & Income Fund Capital World Growth & Income Fund | 40,595 | 8.3M $ | 0.01 % | as of May 31, 2026 ↗ |
| JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 39,788 | 9.1M $ | 0.36 % | as of Jul 31, 2026 ↗ |
| Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 39,741 | 8.9M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Real Estate Portfolio PACIFIC SELECT FUND | 39,243 | 8.8M $ | 2.54 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus Real Estate Fund ADVISORS' INNER CIRCLE III | 39,090 | 9M $ | 5.21 % | as of Jul 31, 2026 ↗ |
| Fidelity SAI Real Estate Income Fund Fidelity Securities Fund | 39,077 | 9M $ | 0.41 % | as of Jul 31, 2026 ↗ |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 38,979 | 8.7M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| SA JPMorgan Mid-Cap Growth Portfolio SUNAMERICA SERIES TRUST | 38,871 | 8.9M $ | 1.41 % | as of Jul 31, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 38,759 | 8.7M $ | 0.10 % | as of Jun 30, 2026 ↗ |
| First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III | 38,695 | 8.9M $ | 0.36 % | as of Jul 31, 2026 ↗ |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 37,566 | 8.4M $ | 0.39 % | as of Jun 30, 2026 ↗ |
| Mid-Cap Value Portfolio PACIFIC SELECT FUND | 37,470 | 8.4M $ | 1.54 % | as of Jun 30, 2026 ↗ |
| First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund | 37,115 | 8.3M $ | 4.60 % | as of Jun 30, 2026 ↗ |
| Diversified Real Asset Fund Principal Funds, Inc | 37,113 | 7.6M $ | 0.28 % | as of May 31, 2026 ↗ |
| Cohen & Steers Real Assets Fund, Inc. Cohen & Steers Real Assets Fund, Inc. | 37,075 | 8.3M $ | 0.44 % | as of Jun 30, 2026 ↗ |
| EQ/500 Managed Volatility Portfolio EQ Advisors Trust | 36,873 | 8.2M $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Franklin Real Estate Securities Fund Franklin Real Estate Securities Trust | 36,193 | 8.3M $ | 3.41 % | as of Jul 31, 2026 ↗ |
| iShares Morningstar Mid-Cap ETF iShares Trust | 36,104 | 8.3M $ | 0.50 % | as of Jul 31, 2026 ↗ |
| Stock Index Fund VALIC Co I | 35,222 | 7.2M $ | 0.10 % | as of May 31, 2026 ↗ |
| ETC 6 Meridian Hedged Equity-Index Option Strategy ETF EXCHANGE TRADED CONCEPTS TRUST | 34,857 | 7.1M $ | 1.32 % | as of May 31, 2026 ↗ |
| Storebrand Global All Countries Storebrand Asset Management AS | 34,597 | 61.5M SEK | 0.13 % | as of Mar 31, 2026 ↗ |
| DWS RREEF Global Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST | 34,579 | 7.7M $ | 3.65 % | as of Jun 30, 2026 ↗ |
| Monarch Blue Chips Core ETF Northern Lights Fund Trust IV | 34,534 | 7.1M $ | 3.84 % | as of May 31, 2026 ↗ |
| iShares U.S. Equity Factor ETF iShares Trust | 34,273 | 7.9M $ | 0.22 % | as of Jul 31, 2026 ↗ |
| NYLIM CBRE Real Estate Fund NYLIM FUNDS TRUST | 33,915 | 7.8M $ | 3.51 % | as of Jul 31, 2026 ↗ |
| Equity Index Portfolio PACIFIC SELECT FUND | 33,768 | 7.6M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Easterly Global Real Estate Fund James Alpha Funds Trust | 33,674 | 6.9M $ | 3.72 % | as of May 31, 2026 ↗ |
| AB Global Real Estate Investment Fund II AB INSTITUTIONAL FUNDS INC | 33,585 | 7.7M $ | 4.05 % | as of Jul 31, 2026 ↗ |
| First Trust Large Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 33,570 | 7.7M $ | 0.58 % | as of Jul 31, 2026 ↗ |
| Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds | 33,482 | 7.7M $ | 0.17 % | as of Jul 31, 2026 ↗ |
| Inspire 100 ETF Northern Lights Fund Trust IV | 32,964 | 6.8M $ | 1.47 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 32,416 | 7.2M $ | 1.00 % | as of Jun 30, 2026 ↗ |
| Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB | 32,374 | 57.5M SEK | 0.12 % | as of Mar 31, 2026 ↗ |
| NYLIM VP S&P 500 Index Portfolio NYLIM VP FUNDS TRUST | 32,174 | 7.2M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Schwab Global Real Estate Fund SCHWAB INVESTMENTS | 31,963 | 6.5M $ | 2.44 % | as of May 31, 2026 ↗ |
| NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | 31,935 | 7.1M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 31,699 | 7.3M $ | 0.07 % | as of Jul 31, 2026 ↗ |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 31,460 | 7M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 31,447 | 6.4M $ | 0.06 % | as of May 31, 2026 ↗ |
| BlackRock Real Estate Securities Fund BlackRock Funds | 31,279 | 7.2M $ | 1.62 % | as of Jul 31, 2026 ↗ |
| ETC 6 Meridian Mega Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST | 31,233 | 6.4M $ | 1.32 % | as of May 31, 2026 ↗ |
| Columbia Real Estate Equity Fund COLUMBIA FUNDS SERIES TRUST I | 31,219 | 7M $ | 5.27 % | as of Jun 30, 2026 ↗ |
| State Farm Balanced Fund Advisers Investment Trust | 30,200 | 6.8M $ | 0.24 % | as of Jun 30, 2026 ↗ |
| Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust | 30,039 | 6.7M $ | 0.33 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust | 29,990 | 6.7M $ | 0.14 % | as of Jun 30, 2026 ↗ |
| MOA EQUITY INDEX FUND MoA Funds Corp | 29,794 | 6.7M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund | 29,772 | 6.1M $ | 0.89 % | as of May 31, 2026 ↗ |
| THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. | 29,594 | 6.6M $ | 4.69 % | as of Jun 30, 2026 ↗ |
| Nuveen Quant Mid Cap Growth Fund TIAA-CREF Funds | 29,580 | 6.8M $ | 1.07 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 29,516 | 6M $ | 0.04 % | as of May 31, 2026 ↗ |
| Fidelity Stocks for Inflation ETF Fidelity Covington Trust | 29,376 | 6.7M $ | 2.49 % | as of Jul 31, 2026 ↗ |
| ALGER GROWTH & INCOME FUND ALGER FUNDS | 29,337 | 6.7M $ | 0.69 % | as of Jul 31, 2026 ↗ |
| Domini Impact Equity Fund Domini Investment Trust | 29,100 | 6.7M $ | 0.56 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 28,795 | 6.4M $ | 0.40 % | as of Jun 30, 2026 ↗ |
| SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST | 28,708 | 6.4M $ | 5.06 % | as of Jun 30, 2026 ↗ |
| iShares MSCI World ETF iShares, Inc. | 28,569 | 5.9M $ | 0.07 % | as of May 31, 2026 ↗ |
| Disciplined U.S. Equity Portfolio GLENMEDE FUND INC | 28,525 | 6.5M $ | 1.51 % | as of Jul 31, 2026 ↗ |
| MFS Global Real Estate Portfolio MFS VARIABLE INSURANCE TRUST III | 28,493 | 6.4M $ | 4.08 % | as of Jun 30, 2026 ↗ |
| Swedbank Robur Access USA Swedbank Robur Fonder AB | 28,432 | 50.5M SEK | 0.17 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 28,334 | 6.3M $ | 0.22 % | as of Jun 30, 2026 ↗ |
| Swedbank Robur Access Global Swedbank Robur Fonder AB | 28,241 | 50.2M SEK | 0.09 % | as of Mar 31, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight 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.
| Fund | Weight 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.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 813 | -16 | 134,953,460 | +7.6 % |
| 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 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 8.62 % | 27,956,842 | as 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