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 | |
|---|---|---|---|---|
| BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 27,505 | 5.6M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Wilmington Real Asset Fund Wilmington Funds | 27,313 | 5.6M $ | 1.17 % | as of Apr 30, 2026 ↗ |
| PIMCO Inflation Response Multi-Asset Fund PIMCO Funds | 26,933 | 5M $ | 0.22 % | as of Mar 31, 2026 ↗ |
| AQR Equity Market Neutral Fund AQR Funds | 26,331 | 4.9M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Avanza Global Avanza Fonder AB | 26,276 | 46.7M SEK | 0.11 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 26,258 | 5.4M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust | 26,214 | 4.9M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| iShares MSCI World ETF iShares, Inc. | 26,146 | 5.3M $ | 0.08 % | as of Feb 28, 2026 ↗ |
| ProShares Ultra S&P500 ProShares Trust | 26,069 | 5.3M $ | 0.08 % | as of Feb 28, 2026 ↗ |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 25,940 | 4.8M $ | 0.47 % | as of Mar 31, 2026 ↗ |
| BNY Mellon Developed Markets Real Estate Securities Fund BNY Mellon Investment Funds V, Inc. | 25,790 | 5.3M $ | 1.58 % | as of Apr 30, 2026 ↗ |
| U.S. Sector Rotation Fund John Hancock Funds II | 25,440 | 5.2M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| ActivePassive U.S. Equity ETF Trust for Professional Managers | 25,394 | 5.2M $ | 0.23 % | as of Feb 28, 2026 ↗ |
| VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc | 25,228 | 4.7M $ | 0.55 % | as of Mar 31, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 25,166 | 5.1M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| Virtus Duff & Phelps Real Estate Securities Series Virtus Variable Insurance Trust | 24,966 | 4.7M $ | 4.43 % | as of Mar 31, 2026 ↗ |
| Mid Cap Value Fund VALIC Co I | 24,862 | 5.1M $ | 0.79 % | as of Feb 28, 2026 ↗ |
| Columbia Real Estate Equity Fund COLUMBIA FUNDS SERIES TRUST I | 24,543 | 4.6M $ | 3.47 % | as of Mar 31, 2026 ↗ |
| Venerable Large Cap Index Fund Venerable Variable Insurance Trust | 24,487 | 4.6M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| CTIVP - CenterSquare Real Estate Fund Columbia Funds Variable Series Trust II | 24,260 | 4.5M $ | 3.22 % | as of Mar 31, 2026 ↗ |
| JPMorgan Income Builder Fund JPMorgan Trust I | 24,224 | 4.9M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| FlexShares US Quality Large Cap Index Fund FlexShares Trust | 23,940 | 4.9M $ | 0.54 % | as of Apr 30, 2026 ↗ |
| SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 23,870 | 4.9M $ | 0.11 % | as of Feb 28, 2026 ↗ |
| BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 23,815 | 4.9M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust | 23,805 | 4.9M $ | 0.17 % | as of Feb 27, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 23,399 | 4.4M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| VOYA INDEX PLUS LARGECAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 23,372 | 4.4M $ | 0.52 % | as of Mar 31, 2026 ↗ |
| American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund | 23,342 | 4.8M $ | 1.23 % | as of Feb 28, 2026 ↗ |
| EQ/Invesco Global Real Assets EQ Advisors Trust | 23,285 | 4.3M $ | 1.83 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 23,175 | 4.7M $ | 0.11 % | as of Feb 28, 2026 ↗ |
| Voya VACS Index Series S Portfolio Voya Investors Trust | 22,915 | 4.3M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust | 22,003 | 4.5M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV | 21,583 | 4M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Victory Growth & Income Fund Victory Portfolios III | 21,236 | 4.3M $ | 0.20 % | as of Apr 30, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 21,101 | 4.3M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| Gotham Index Plus Fund FundVantage Trust | 20,942 | 3.9M $ | 0.36 % | as of Mar 31, 2026 ↗ |
| Fidelity Blue Chip Value Fund Fidelity Securities Fund | 20,700 | 4.2M $ | 0.66 % | as of Apr 30, 2026 ↗ |
| Brookfield Global Listed Real Estate Fund Brookfield Investment Funds | 20,627 | 3.8M $ | 3.32 % | as of Mar 31, 2026 ↗ |
| Nomura Real Estate Securities Fund IVY FUNDS | 20,512 | 3.8M $ | 4.57 % | as of Mar 31, 2026 ↗ |
| Invesco Global Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) | 20,428 | 4.2M $ | 3.53 % | as of Feb 28, 2026 ↗ |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 19,480 | 3.6M $ | 0.24 % | as of Mar 31, 2026 ↗ |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 19,416 | 3.6M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares Paris-Aligned Climate Optimized MSCI USA ETF iShares Trust | 19,036 | 3.9M $ | 0.17 % | as of Feb 28, 2026 ↗ |
| SEB USA Exposure SEB Funds AB | 18,957 | 33.7M SEK | 0.13 % | as of Mar 31, 2026 ↗ |
| Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS | 18,828 | 3.5M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Janus Henderson Global Real Estate Fund JANUS INVESTMENT FUND | 18,813 | 3.5M $ | 1.10 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Global Dow ETF SPDR SERIES TRUST | 18,697 | 3.5M $ | 0.64 % | as of Mar 31, 2026 ↗ |
| iShares Climate Conscious & Transition MSCI USA ETF iShares Trust | 18,456 | 3.8M $ | 0.17 % | as of Feb 28, 2026 ↗ |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 18,210 | 3.7M $ | 0.08 % | as of Feb 28, 2026 ↗ |
| Dunham Real Estate Stock Fund Dunham Funds | 18,059 | 3.7M $ | 5.13 % | as of Apr 30, 2026 ↗ |
| VY Columbia Real Estate Portfolio Voya Investors Trust | 17,877 | 3.3M $ | 3.79 % | as of Mar 31, 2026 ↗ |
| iShares Core Dividend ETF iShares Trust | 17,862 | 3.6M $ | 0.27 % | as of Apr 30, 2026 ↗ |
| Thrivent Mid Cap Value ETF Thrivent ETF Trust | 17,768 | 3.3M $ | 1.17 % | as of Mar 31, 2026 ↗ |
| SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST | 17,620 | 3.6M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Loomis Sayles Strategic Income Fund LOOMIS SAYLES FUNDS II | 17,413 | 3.2M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Invesco V.I. Global Real Estate Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 17,369 | 3.2M $ | 3.46 % | as of Mar 31, 2026 ↗ |
| BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. | 17,099 | 3.2M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Invesco MSCI North America Climate ETF Invesco Exchange-Traded Fund Trust II | 17,056 | 3.5M $ | 0.28 % | as of Feb 28, 2026 ↗ |
| PGIM Real Estate Income Fund Prudential Investment Portfolios 9 | 16,989 | 3.5M $ | 5.75 % | as of Apr 30, 2026 ↗ |
| AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I | 16,872 | 3.1M $ | 0.19 % | as of Mar 31, 2026 ↗ |
| Pacer Trendpilot US Large Cap ETF Pacer Funds Trust | 16,845 | 3.4M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Venerable Real Estate Fund Venerable Variable Insurance Trust | 16,781 | 3.1M $ | 3.74 % | as of Mar 31, 2026 ↗ |
| BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. | 16,696 | 3.1M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust | 16,619 | 3.4M $ | 0.11 % | as of Feb 28, 2026 ↗ |
| Global X S&P 500 Covered Call ETF GLOBAL X FUNDS | 16,581 | 3.4M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 16,514 | 3.4M $ | 0.11 % | as of Feb 28, 2026 ↗ |
| MEEHAN FOCUS FUND Ultimus Managers Trust | 16,500 | 3.4M $ | 1.75 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 16,313 | 3.3M $ | 0.20 % | as of Feb 28, 2026 ↗ |
| Fidelity Quality Factor ETF Fidelity Covington Trust | 16,238 | 3.3M $ | 0.24 % | as of Apr 30, 2026 ↗ |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 16,177 | 3M $ | 0.47 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 Equal Weight Real Estate ETF Invesco Exchange-Traded Fund Trust | 16,089 | 3.3M $ | 3.34 % | as of Apr 30, 2026 ↗ |
| Skandia Global Exponering Skandia Fonder AB | 15,700 | 27.9M SEK | 0.09 % | as of Mar 31, 2026 ↗ |
| SPP Generation 70-tal Storebrand Asset Management AS | 15,489 | 27.5M SEK | 0.08 % | as of Mar 31, 2026 ↗ |
| DoubleLine Shiller Cape U.S. Equities ETF DoubleLine ETF Trust | 15,439 | 2.9M $ | 1.10 % | as of Mar 31, 2026 ↗ |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 15,209 | 3.1M $ | 0.20 % | as of Feb 28, 2026 ↗ |
| Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust | 15,159 | 2.8M $ | 0.17 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro S&P500 ProShares Trust | 15,150 | 3.1M $ | 0.07 % | as of Feb 28, 2026 ↗ |
| Fidelity Value Factor ETF Fidelity Covington Trust | 15,122 | 3.1M $ | 0.25 % | as of Apr 30, 2026 ↗ |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 15,104 | 2.8M $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 15,010 | 2.8M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust | 14,909 | 2.8M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND Spirit of America Investment Fund, Inc. | 14,850 | 2.8M $ | 4.06 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus Large Cap Growth Fund ADVISORS' INNER CIRCLE III | 14,755 | 3M $ | 0.91 % | as of Apr 30, 2026 ↗ |
| Astoria Real Assets ETF INVESTMENT MANAGERS SERIES TRUST II | 14,490 | 2.7M $ | 1.92 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 14,446 | 2.9M $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Horizon Multi-Factor U.S. Equity Fund Horizon Funds | 14,300 | 2.9M $ | 0.40 % | as of Feb 28, 2026 ↗ |
| SPP Generation 60-tal Storebrand Asset Management AS | 14,289 | 25.4M SEK | 0.05 % | as of Mar 31, 2026 ↗ |
| Inspire 500 ETF Northern Lights Fund Trust IV | 14,268 | 2.9M $ | 0.41 % | as of Feb 28, 2026 ↗ |
| Victory Value Fund Victory Portfolios III | 14,198 | 2.9M $ | 0.20 % | as of Apr 30, 2026 ↗ |
| BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. | 14,092 | 2.9M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST | 14,049 | 2.6M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Real Estate Securities Fund Goldman Sachs Trust | 14,025 | 2.6M $ | 5.31 % | as of Mar 31, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 13,986 | 2.6M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 13,978 | 2.8M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| LSV Disciplined Value ETF ADVISORS' INNER CIRCLE FUND | 13,895 | 2.8M $ | 0.47 % | as of Apr 30, 2026 ↗ |
| AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust | 13,874 | 2.6M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Real Estate Securities Select Fund TIAA-CREF Life Funds | 13,867 | 2.6M $ | 4.26 % | as of Mar 31, 2026 ↗ |
| abrdn Real Estate Fund abrdn Funds | 13,748 | 2.8M $ | 7.22 % | as of Apr 30, 2026 ↗ |
| Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II | 13,469 | 2.5M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc | 13,445 | 2.5M $ | 0.11 % | 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