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
BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. 27,8186.2M $1.19 %as of Jun 30, 2026 ↗
Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB 27,70749.2M SEK0.13 %as of Mar 31, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 27,5945.7M $0.07 %as of May 31, 2026 ↗
Wilmington Real Asset Fund Wilmington Funds 27,5596.3M $1.38 %as of Jul 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 27,5336.3M $0.12 %as of Jul 31, 2026 ↗
Baron Real Estate Income Fund BARON SELECT FUNDS 27,4016.1M $2.06 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 27,2865.6M $0.09 %as of May 31, 2026 ↗
PIMCO Inflation Response Multi-Asset Fund PIMCO FUNDS 26,8346M $0.28 %as of Jun 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 26,3465.4M $0.09 %as of May 31, 2026 ↗
Mid Cap Value Fund VALIC Co I 26,3385.4M $0.79 %as of May 31, 2026 ↗
Avanza Global Avanza Fonder AB 26,27646.7M SEK0.11 %as of Mar 31, 2026 ↗
BNY Mellon Developed Markets Real Estate Securities Fund BNY Mellon Investment Funds V, Inc. 26,2706M $1.77 %as of Jul 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 25,8525.3M $0.11 %as of May 31, 2026 ↗
FlexShares US Quality Large Cap Index Fund FlexShares Trust 25,5365.9M $0.58 %as of Jul 31, 2026 ↗
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 25,4095.8M $0.23 %as of Jul 31, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 25,3515.8M $0.09 %as of Jul 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 25,3295.7M $0.51 %as of Jun 30, 2026 ↗
Real Estate Securities Account Principal Variable Contract Funds, Inc 25,2505.6M $1.90 %as of Jun 30, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 25,2115.8M $0.51 %as of Jul 31, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 24,7175.1M $0.10 %as of May 31, 2026 ↗
Virtus Duff & Phelps Real Estate Securities Series Virtus Variable Insurance Trust 24,5665.5M $4.73 %as of Jun 30, 2026 ↗
Columbia Adaptive Risk Allocation Fund COLUMBIA FUNDS SERIES TRUST I 24,3715M $0.19 %as of May 31, 2026 ↗
Transamerica Mid Cap Growth TRANSAMERICA FUNDS 24,2085.6M $4.15 %as of Jul 31, 2026 ↗
CTIVP - CenterSquare Real Estate Fund Columbia Funds Variable Series Trust II 24,1705.4M $3.55 %as of Jun 30, 2026 ↗
iShares Climate Conscious & Transition MSCI USA ETF iShares Trust 23,6624.8M $0.16 %as of May 31, 2026 ↗
Franklin Global Allocation Fund Franklin Fund Allocator Series 23,5115.3M $0.18 %as of Jun 30, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 23,2325.2M $0.11 %as of Jun 30, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 23,1894.8M $0.10 %as of May 31, 2026 ↗
EQ/Invesco Global Real Assets EQ Advisors Trust 22,9585.1M $2.17 %as of Jun 30, 2026 ↗
LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 22,9425.1M $0.69 %as of Jun 30, 2026 ↗
JPMorgan Income Builder Fund JPMorgan Trust I 22,8465.2M $0.06 %as of Jul 31, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 22,5704.6M $0.10 %as of May 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 22,2325M $0.10 %as of Jun 30, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 21,8574.9M $0.11 %as of Jun 30, 2026 ↗
EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust 21,5224.8M $0.11 %as of Jun 30, 2026 ↗
VY Columbia Real Estate Portfolio Voya Investors Trust 21,3924.8M $4.99 %as of Jun 30, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 21,2364.9M $0.21 %as of Jul 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 21,0614.3M $0.00 %as of May 31, 2026 ↗
Gotham Index Plus Fund FundVantage Trust 20,9424.7M $0.38 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 20,7364.8M $0.10 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 20,5334.6M $0.04 %as of Jun 30, 2026 ↗
Invesco Global Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) 20,2014.1M $3.57 %as of May 31, 2026 ↗
Franklin Small-Mid Cap Growth VIP Fund Franklin Templeton Variable Insurance Products Trust 20,1244.5M $1.06 %as of Jun 30, 2026 ↗
Invesco MSCI North America Climate ETF Invesco Exchange-Traded Fund Trust II 20,1114.1M $0.18 %as of May 31, 2026 ↗
Nomura Real Estate Securities Fund IVY FUNDS 20,0434.5M $4.79 %as of Jun 30, 2026 ↗
Loomis Sayles Strategic Income Fund LOOMIS SAYLES FUNDS II 20,0134.5M $0.17 %as of Jun 30, 2026 ↗
Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust 19,5924M $0.12 %as of May 29, 2026 ↗
State Street(R) SPDR(R) Global Dow ETF SPDR SERIES TRUST 19,4274.3M $0.70 %as of Jun 30, 2026 ↗
iShares Paris-Aligned Climate Optimized MSCI USA ETF iShares Trust 19,4214M $0.15 %as of May 31, 2026 ↗
SEB USA Exposure SEB Funds AB 18,95733.7M SEK0.13 %as of Mar 31, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 18,9014.3M $0.28 %as of Jul 31, 2026 ↗
LVIP BlackRock Real Estate Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 18,7644.2M $1.59 %as of Jun 30, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 18,4414.1M $0.11 %as of Jun 30, 2026 ↗
Invesco V.I. Global Real Estate Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 18,2684.1M $4.19 %as of Jun 30, 2026 ↗
ALPS Equal Sector Weight ETF ALPS ETF TRUST 18,1703.7M $0.27 %as of May 31, 2026 ↗
iShares Core Dividend ETF iShares Trust 17,6384M $0.24 %as of Jul 31, 2026 ↗
VOYA INDEX PLUS LARGECAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 17,3043.9M $0.41 %as of Jun 30, 2026 ↗
Franklin Systematic Style Premia ETF Franklin Templeton ETF Trust 17,2083.8M $0.41 %as of Jun 30, 2026 ↗
Astoria Real Assets ETF INVESTMENT MANAGERS SERIES TRUST II 17,0483.8M $2.46 %as of Jun 30, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 17,0233.5M $0.20 %as of May 31, 2026 ↗
PGIM Real Estate Income Fund Prudential Investment Portfolios 9 16,9893.9M $6.39 %as of Jul 31, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 16,9053.9M $0.12 %as of Jul 31, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 16,7873.8M $0.11 %as of Jun 30, 2026 ↗
Venerable Real Estate Fund Venerable Variable Insurance Trust 16,6963.7M $4.24 %as of Jun 30, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 16,5423.7M $0.22 %as of Jun 30, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 16,5183.7M $0.51 %as of Jun 30, 2026 ↗
MEEHAN FOCUS FUND Ultimus Managers Trust 16,5003.4M $1.57 %as of May 31, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 16,4673.8M $0.12 %as of Jul 31, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 16,2613.7M $0.11 %as of Jul 31, 2026 ↗
T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. 16,1973.6M $0.09 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust 16,1063.3M $0.10 %as of May 31, 2026 ↗
Dunham Real Estate Stock Fund Dunham Funds 16,0413.7M $4.89 %as of Jul 31, 2026 ↗
Thrivent Mid Cap Value ETF Thrivent ETF Trust 16,0233.6M $1.21 %as of Jun 30, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 15,7953.5M $0.11 %as of Jun 30, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 15,7423.2M $0.38 %as of May 31, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 15,70027.9M SEK0.09 %as of Mar 31, 2026 ↗
iShares Morningstar Growth ETF iShares Trust 15,5303.6M $0.11 %as of Jul 31, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 15,48927.5M SEK0.08 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight Real Estate ETF Invesco Exchange-Traded Fund Trust 15,2613.5M $3.49 %as of Jul 31, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 15,2473.1M $0.10 %as of May 31, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 15,2263.1M $0.18 %as of May 31, 2026 ↗
Abacus FCF Real Assets Leaders ETF Abacus FCF ETF Trust 15,2083.5M $3.76 %as of Jul 31, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 14,9053.1M $0.03 %as of May 31, 2026 ↗
SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND Spirit of America Investment Fund, Inc. 14,8503.3M $4.59 %as of Jun 30, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 14,6763.3M $0.11 %as of Jun 30, 2026 ↗
Fidelity Value Factor ETF Fidelity Covington Trust 14,6093.4M $0.25 %as of Jul 31, 2026 ↗
VY(R) CBRE Global Real Estate Portfolio Voya Investors Trust 14,4303.2M $2.95 %as of Jun 30, 2026 ↗
SPP Generation 60-tal Storebrand Asset Management AS 14,28925.4M SEK0.05 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST 14,2793.2M $0.12 %as of Jun 30, 2026 ↗
Goldman Sachs Real Estate Securities Fund Goldman Sachs Trust 14,2133.2M $5.90 %as of Jun 30, 2026 ↗
Victory Value Fund Victory Portfolios III 14,1983.3M $0.22 %as of Jul 31, 2026 ↗
Knights of Columbus Large Cap Growth Fund ADVISORS' INNER CIRCLE III 14,0443.2M $0.99 %as of Jul 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 13,9863.1M $0.17 %as of Jun 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 13,8923.2M $0.11 %as of Jul 31, 2026 ↗
DoubleLine Shiller Cape U.S. Equities ETF DoubleLine ETF Trust 13,6593.1M $1.28 %as of Jun 30, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 13,6262.8M $0.07 %as of May 31, 2026 ↗
Fidelity Blue Chip Value Fund Fidelity Securities Fund 13,6003.1M $0.44 %as of Jul 31, 2026 ↗
JNL Multi-Manager Mid Cap Fund JNL Series Trust 13,6003M $0.27 %as of Jun 30, 2026 ↗
Transamerica BlackRock Real Estate Securities VP TRANSAMERICA SERIES TRUST 13,4903M $1.44 %as of Jun 30, 2026 ↗
Fidelity Quality Factor ETF Fidelity Covington Trust 13,4873.1M $0.22 %as of Jul 31, 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