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 | |
|---|---|---|---|---|
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 58,808 | 11M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Virtus Duff & Phelps Global Real Estate Securities Fund Virtus Opportunities Trust | 58,221 | 10.9M $ | 2.71 % | as of Mar 31, 2026 ↗ |
| NEOS Real Estate High Income ETF NEOS ETF Trust | 56,516 | 10.5M $ | 4.47 % | as of Mar 31, 2026 ↗ |
| Real Estate Portfolio PACIFIC SELECT FUND | 56,315 | 10.5M $ | 3.28 % | as of Mar 31, 2026 ↗ |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 56,307 | 11.5M $ | 0.48 % | as of Apr 30, 2026 ↗ |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 55,678 | 11.3M $ | 0.11 % | as of Feb 28, 2026 ↗ |
| PSF Stock Index Portfolio Prudential Series Fund | 55,211 | 10.3M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Global Real Estate Securities Fund RUSSELL INVESTMENT CO | 55,145 | 11.2M $ | 2.72 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 54,310 | 11.1M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| Victory Sustainable World Fund Victory Portfolios III | 53,771 | 11M $ | 0.69 % | as of Feb 28, 2026 ↗ |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 53,306 | 9.9M $ | 0.31 % | as of Mar 31, 2026 ↗ |
| MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 53,064 | 10.8M $ | 0.42 % | as of Feb 28, 2026 ↗ |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 52,700 | 9.8M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Fidelity Capital Appreciation Fund Fidelity Capital Trust | 52,575 | 10.7M $ | 0.14 % | as of Apr 30, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 52,552 | 9.8M $ | 0.34 % | as of Mar 31, 2026 ↗ |
| Invesco Global Real Estate Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 52,269 | 10.7M $ | 3.04 % | as of Feb 28, 2026 ↗ |
| Victory Income Stock Fund Victory Portfolios III | 51,108 | 10.4M $ | 0.39 % | as of Apr 30, 2026 ↗ |
| AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust | 50,964 | 9.5M $ | 0.44 % | as of Mar 31, 2026 ↗ |
| BNY Mellon Equity Income Fund BNY Mellon Investment Funds III | 50,057 | 10.2M $ | 0.49 % | as of Feb 28, 2026 ↗ |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 49,944 | 10.2M $ | 0.20 % | as of Apr 30, 2026 ↗ |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 49,563 | 9.2M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Invesco S&P Ultra Dividend Revenue ETF Invesco Exchange-Traded Fund Trust II | 49,389 | 10.1M $ | 1.05 % | as of Feb 28, 2026 ↗ |
| Diversified Real Asset Fund Principal Funds, Inc | 49,337 | 10.1M $ | 0.38 % | as of Feb 28, 2026 ↗ |
| Global Real Estate Securities Fund GuideStone Funds | 48,393 | 9M $ | 2.88 % | as of Mar 31, 2026 ↗ |
| EQUITY INDEX FUND GuideStone Funds | 48,301 | 9M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| PGIM Select Real Estate Fund Prudential Investment Portfolios 9 | 48,061 | 9.8M $ | 4.05 % | as of Apr 30, 2026 ↗ |
| iShares Developed Real Estate Index Fund BlackRock Funds | 47,735 | 9.7M $ | 3.19 % | as of Apr 30, 2026 ↗ |
| AST Multi-Asset Diversified Portfolio Advanced Series Trust | 47,342 | 8.8M $ | 0.18 % | as of Mar 31, 2026 ↗ |
| GLOBAL REAL ESTATE FUND VALIC Co I | 46,515 | 9.5M $ | 3.08 % | as of Feb 28, 2026 ↗ |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 46,474 | 9.5M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 46,160 | 8.6M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon Real Estate Sector Fund JNL Series Trust | 45,793 | 8.5M $ | 4.32 % | as of Mar 31, 2026 ↗ |
| Handelsbanken USA Index Criteria Handelsbanken Fonder AB | 45,701 | 81.2M SEK | 0.18 % | as of Mar 31, 2026 ↗ |
| Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds | 45,653 | 9.3M $ | 0.19 % | as of Apr 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 45,643 | 8.5M $ | 0.22 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Mid-Cap Value ETF iShares Trust | 45,590 | 9.3M $ | 0.90 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 44,485 | 9.1M $ | 0.11 % | as of Feb 28, 2026 ↗ |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 44,109 | 9M $ | 0.14 % | as of Feb 28, 2026 ↗ |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 43,382 | 8.8M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 42,856 | 8M $ | 0.48 % | as of Mar 31, 2026 ↗ |
| NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust | 42,767 | 8M $ | 4.43 % | as of Mar 31, 2026 ↗ |
| Franklin Global Allocation Fund Franklin Fund Allocator Series | 42,219 | 7.9M $ | 0.29 % | as of Mar 31, 2026 ↗ |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 42,147 | 7.9M $ | 0.14 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 41,606 | 7.8M $ | 0.91 % | as of Mar 31, 2026 ↗ |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 41,017 | 8.4M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Capital World Growth & Income Fund Capital World Growth & Income Fund | 40,595 | 8.3M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund | 40,321 | 7.5M $ | 4.85 % | as of Mar 31, 2026 ↗ |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 40,166 | 7.5M $ | 0.41 % | as of Mar 31, 2026 ↗ |
| Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 39,741 | 7.4M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| EQ/500 Managed Volatility Portfolio EQ Advisors Trust | 39,416 | 7.4M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus Real Estate Fund ADVISORS' INNER CIRCLE III | 39,090 | 8M $ | 4.95 % | as of Apr 30, 2026 ↗ |
| JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 38,981 | 7.9M $ | 0.36 % | as of Apr 30, 2026 ↗ |
| LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 38,946 | 7.3M $ | 0.56 % | as of Mar 31, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 38,759 | 7.2M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust | 38,754 | 7.9M $ | 4.21 % | as of Apr 30, 2026 ↗ |
| Schwab Global Real Estate Fund SCHWAB INVESTMENTS | 37,292 | 7.6M $ | 2.50 % | as of Feb 28, 2026 ↗ |
| Stock Index Fund VALIC Co I | 37,252 | 7.6M $ | 0.11 % | as of Feb 28, 2026 ↗ |
| Franklin Real Estate Securities Fund Franklin Real Estate Securities Trust | 36,881 | 7.5M $ | 3.12 % | as of Apr 30, 2026 ↗ |
| Equity Index Portfolio PACIFIC SELECT FUND | 36,616 | 6.8M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| LVIP BlackRock Real Estate Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 36,615 | 6.8M $ | 2.80 % | as of Mar 31, 2026 ↗ |
| Cohen & Steers Real Estate Active ETF Cohen & Steers ETF Trust | 36,482 | 6.8M $ | 2.35 % | as of Mar 31, 2026 ↗ |
| ETC 6 Meridian Hedged Equity-Index Option Strategy ETF EXCHANGE TRADED CONCEPTS TRUST | 35,898 | 7.3M $ | 1.32 % | as of Feb 28, 2026 ↗ |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 35,599 | 6.6M $ | 0.23 % | as of Mar 31, 2026 ↗ |
| Allspring Disciplined U.S. Core Fund ALLSPRING FUNDS TRUST | 35,401 | 7.2M $ | 0.45 % | as of Apr 30, 2026 ↗ |
| Fidelity SAI Real Estate Income Fund Fidelity Securities Fund | 35,177 | 7.2M $ | 0.37 % | as of Apr 30, 2026 ↗ |
| iShares Morningstar Mid-Cap ETF iShares Trust | 35,071 | 7.1M $ | 0.46 % | as of Apr 30, 2026 ↗ |
| Storebrand Global All Countries Storebrand Asset Management AS | 34,597 | 61.5M SEK | 0.13 % | as of Mar 31, 2026 ↗ |
| Easterly Global Real Estate Fund James Alpha Funds Trust | 34,139 | 7M $ | 3.54 % | as of Feb 28, 2026 ↗ |
| Cohen & Steers Real Assets Fund, Inc. Cohen & Steers Real Assets Fund, Inc. | 33,921 | 6.3M $ | 0.35 % | as of Mar 31, 2026 ↗ |
| Real Estate Securities Account Principal Variable Contract Funds, Inc | 33,823 | 6.3M $ | 2.41 % | as of Mar 31, 2026 ↗ |
| Monarch Blue Chips Core ETF Northern Lights Fund Trust IV | 33,695 | 6.9M $ | 4.50 % | as of Feb 28, 2026 ↗ |
| AB Global Real Estate Investment Fund II AB INSTITUTIONAL FUNDS INC | 33,585 | 6.8M $ | 3.61 % | as of Apr 30, 2026 ↗ |
| MOA EQUITY INDEX FUND MoA Funds Corp | 33,569 | 6.3M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 33,434 | 6.8M $ | 0.07 % | as of Feb 28, 2026 ↗ |
| iShares U.S. Equity Factor ETF iShares Trust | 32,977 | 6.7M $ | 0.21 % | as of Apr 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 NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 32,223 | 6M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 32,036 | 6.5M $ | 0.07 % | as of Apr 30, 2026 ↗ |
| NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | 31,935 | 6M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Inspire 100 ETF Northern Lights Fund Trust IV | 31,056 | 6.3M $ | 1.57 % | as of Feb 28, 2026 ↗ |
| ETC 6 Meridian Mega Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST | 31,013 | 6.3M $ | 1.36 % | as of Feb 28, 2026 ↗ |
| U.S. Growth Trust John Hancock Variable Insurance Trust | 30,987 | 5.8M $ | 0.89 % | as of Mar 31, 2026 ↗ |
| THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. | 30,705 | 5.7M $ | 4.32 % | as of Mar 31, 2026 ↗ |
| Fidelity Stocks for Inflation ETF Fidelity Covington Trust | 30,533 | 6.2M $ | 2.29 % | as of Apr 30, 2026 ↗ |
| State Farm Balanced Fund Advisers Investment Trust | 30,200 | 5.6M $ | 0.22 % | as of Mar 31, 2026 ↗ |
| Mid-Cap Value Portfolio PACIFIC SELECT FUND | 29,873 | 5.6M $ | 1.39 % | as of Mar 31, 2026 ↗ |
| Columbia Adaptive Risk Allocation Fund COLUMBIA FUNDS SERIES TRUST I | 29,840 | 6.1M $ | 0.24 % | as of Feb 28, 2026 ↗ |
| MFS Global Real Estate Portfolio MFS VARIABLE INSURANCE TRUST III | 29,701 | 5.5M $ | 3.79 % | as of Mar 31, 2026 ↗ |
| DWS RREEF Global Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST | 29,628 | 5.5M $ | 3.04 % | as of Mar 31, 2026 ↗ |
| ALGER GROWTH & INCOME FUND ALGER FUNDS | 29,337 | 6M $ | 0.67 % | as of Apr 30, 2026 ↗ |
| Baron Real Estate Income Fund BARON SELECT FUNDS | 29,101 | 5.4M $ | 2.05 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 28,712 | 5.4M $ | 0.36 % | as of Mar 31, 2026 ↗ |
| SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST | 28,708 | 5.4M $ | 4.57 % | as of Mar 31, 2026 ↗ |
| Disciplined U.S. Equity Portfolio GLENMEDE FUND INC | 28,525 | 5.8M $ | 1.44 % | as of Apr 30, 2026 ↗ |
| Swedbank Robur Access USA Swedbank Robur Fonder AB | 28,432 | 50.5M SEK | 0.17 % | as of Mar 31, 2026 ↗ |
| BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. | 28,412 | 5.3M $ | 1.14 % | as of Mar 31, 2026 ↗ |
| Swedbank Robur Access Global Swedbank Robur Fonder AB | 28,241 | 50.2M SEK | 0.09 % | as of Mar 31, 2026 ↗ |
| VY(R) CBRE Global Real Estate Portfolio Voya Investors Trust | 27,826 | 5.2M $ | 4.92 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB | 27,707 | 49.2M SEK | 0.13 % | as of Mar 31, 2026 ↗ |
| Transamerica BlackRock Real Estate Securities VP TRANSAMERICA SERIES TRUST | 27,685 | 5.2M $ | 2.62 % | as of Mar 31, 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