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 | |
|---|---|---|---|---|
| T. Rowe Price Global Real Estate Fund, Inc. T. ROWE PRICE GLOBAL REAL ESTATE FUND, INC. | 13,429 | 2.5M $ | 4.06 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. | 13,320 | 2.5M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 13,236 | 2.5M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 13,162 | 2.7M $ | 0.37 % | as of Apr 30, 2026 ↗ |
| ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust | 13,001 | 2.4M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Victory Multi-Cap Fund Victory Portfolios | 13,000 | 2.4M $ | 0.48 % | as of Mar 31, 2026 ↗ |
| Union Street Partners Value Fund World Funds Trust | 12,675 | 2.4M $ | 2.90 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 12,674 | 2.4M $ | 0.08 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Value ETF iShares Trust | 12,631 | 2.6M $ | 0.21 % | as of Apr 30, 2026 ↗ |
| Column Mid Cap Fund Trust for Professional Managers | 12,613 | 2.6M $ | 0.24 % | as of Feb 28, 2026 ↗ |
| NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust | 12,532 | 2.3M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 12,427 | 2.3M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 12,310 | 2.3M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Franklin Global Real Estate VIP Fund Franklin Templeton Variable Insurance Products Trust | 12,091 | 2.3M $ | 2.22 % | as of Mar 31, 2026 ↗ |
| Cromwell CenterSquare Real Estate Fund Total Fund Solution | 11,910 | 2.2M $ | 2.54 % | as of Mar 31, 2026 ↗ |
| MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS | 11,798 | 2.2M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| SFT Real Estate Securities Fund Securian Funds Trust | 11,464 | 2.1M $ | 1.85 % | as of Mar 31, 2026 ↗ |
| Old Westbury Total Equity Fund Old Westbury Funds Inc | 11,073 | 2.3M $ | 0.19 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 10,934 | 2.2M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 10,926 | 2.2M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| ALPS Active REIT ETF ALPS ETF TRUST | 10,847 | 2.2M $ | 4.42 % | as of Feb 28, 2026 ↗ |
| LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 10,614 | 2M $ | 0.42 % | as of Mar 31, 2026 ↗ |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 10,608 | 2M $ | 0.27 % | as of Mar 31, 2026 ↗ |
| NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 10,587 | 2.2M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Voya Global High Dividend Low Volatility Portfolio Voya VARIABLE PORTFOLIOS INC | 10,542 | 2M $ | 0.58 % | as of Mar 31, 2026 ↗ |
| First Trust Large Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 10,538 | 2.1M $ | 0.17 % | as of Apr 30, 2026 ↗ |
| Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 10,474 | 2M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Domini Impact Equity Fund Domini Investment Trust | 10,400 | 2.1M $ | 0.18 % | as of Apr 30, 2026 ↗ |
| PACE Global Real Estate Securities Investments PACE SELECT ADVISORS TRUST | 10,371 | 2.1M $ | 3.89 % | as of Apr 30, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 10,281 | 2.1M $ | 0.11 % | as of Feb 28, 2026 ↗ |
| Multi-Asset Diversified Income Index Fund First Trust Exchange-Traded Fund VI | 10,118 | 1.9M $ | 0.48 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 9,882 | 1.8M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND | 9,830 | 2M $ | 0.51 % | as of Feb 28, 2026 ↗ |
| ProShares Ultra Real Estate ProShares Trust | 9,814 | 2M $ | 3.40 % | as of Feb 28, 2026 ↗ |
| Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust | 9,795 | 2M $ | 0.25 % | as of Feb 28, 2026 ↗ |
| Nationwide S&P 500 Index Fund Nationwide Mutual Funds | 9,738 | 2M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| SIMT Real Estate Fund SEI INSTITUTIONAL MANAGED TRUST | 9,650 | 1.8M $ | 2.40 % | as of Mar 31, 2026 ↗ |
| AZL Fidelity Institutional Asset Management Multi-Strategy Fund Allianz Variable Insurance Products Trust | 9,621 | 1.8M $ | 0.14 % | as of Mar 31, 2026 ↗ |
| Hartford Alpha Capture Value ETF Hartford Funds Exchange-Traded Trust | 9,598 | 2M $ | 1.13 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. | 9,332 | 1.7M $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Virtus Terranova U.S. Quality Momentum ETF Virtus ETF Trust II | 9,292 | 1.9M $ | 0.80 % | as of Apr 30, 2026 ↗ |
| LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,284 | 1.7M $ | 0.26 % | as of Mar 31, 2026 ↗ |
| Invesco MSCI Global Climate 500 ETF Invesco Exchange-Traded Fund Trust II | 9,214 | 1.9M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust | 9,163 | 1.7M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Penn Series Real Estate Securities Fund Penn Series Funds Inc | 9,118 | 1.7M $ | 1.84 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 9,092 | 1.9M $ | 0.12 % | as of Feb 28, 2026 ↗ |
| Lysa Global Equity Broad Lysa Fonder AB | 9,044 | 16.1M SEK | 0.08 % | as of Mar 31, 2026 ↗ |
| Allspring Disciplined Large Cap Portfolio ALLSPRING MASTER TRUST | 8,887 | 1.8M $ | 0.52 % | as of Apr 30, 2026 ↗ |
| Abacus FCF Real Assets Leaders ETF Abacus FCF ETF Trust | 8,825 | 1.8M $ | 2.11 % | as of Apr 30, 2026 ↗ |
| SFT Index 500 Fund Securian Funds Trust | 8,777 | 1.6M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| LDR HIGH INCOME REALTY FUND World Funds Trust | 8,746 | 1.6M $ | 5.71 % | as of Mar 31, 2026 ↗ |
| State Street S&P 500 Index Fund SSGA FUNDS | 8,741 | 1.8M $ | 0.11 % | as of Feb 28, 2026 ↗ |
| JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 8,728 | 1.8M $ | 0.40 % | as of Apr 30, 2026 ↗ |
| Gotham Enhanced 500 ETF Tidal Trust I | 8,702 | 1.6M $ | 0.26 % | as of Mar 31, 2026 ↗ |
| Large Cap Core Fund Northern Funds | 8,629 | 1.6M $ | 0.50 % | as of Mar 31, 2026 ↗ |
| JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 8,559 | 1.7M $ | 0.40 % | as of Apr 30, 2026 ↗ |
| Donoghue Forlines Momentum VIT Fund Northern Lights Variable Trust | 8,550 | 1.6M $ | 1.96 % | as of Mar 31, 2026 ↗ |
| LVIP JPMorgan Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,436 | 1.6M $ | 0.54 % | as of Mar 31, 2026 ↗ |
| VOYA Global High Dividend Low Volatility Fund Voya Mutual Funds | 8,352 | 1.7M $ | 0.61 % | as of Apr 30, 2026 ↗ |
| Fidelity Dividend ETF for Rising Rates Fidelity Covington Trust | 8,253 | 1.7M $ | 0.24 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 8,221 | 1.7M $ | 0.16 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 8,217 | 1.5M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity Momentum Factor ETF Fidelity Covington Trust | 8,213 | 1.7M $ | 0.20 % | as of Apr 30, 2026 ↗ |
| SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 8,143 | 1.7M $ | 0.09 % | as of Feb 28, 2026 ↗ |
| Income Equity Fund Northern Funds | 8,132 | 1.5M $ | 0.54 % | as of Mar 31, 2026 ↗ |
| Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST | 8,091 | 1.5M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 8,045 | 1.5M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 7,939 | 1.5M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund | 7,893 | 1.5M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust | 7,786 | 1.6M $ | 0.15 % | as of Apr 30, 2026 ↗ |
| Allspring Index Fund ALLSPRING FUNDS TRUST | 7,771 | 1.4M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds | 7,745 | 1.6M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| Lannebo Marknad Global Lannebo Kapitalförvaltning AB | 7,700 | 13.7M SEK | 0.09 % | as of Mar 31, 2026 ↗ |
| JNL/Cohen & Steers U.S. Realty Fund JNL Series Trust | 7,675 | 1.4M $ | 1.85 % | as of Mar 31, 2026 ↗ |
| Clearwater Core Equity Fund Clearwater Investment Trust | 7,543 | 1.4M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 7,472 | 1.4M $ | 0.47 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 7,444 | 1.4M $ | 0.47 % | as of Mar 31, 2026 ↗ |
| Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust | 7,417 | 1.5M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 7,345 | 1.4M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| PRAXIS VALUE INDEX FUND Praxis Mutual Funds | 7,319 | 1.4M $ | 0.25 % | as of Mar 31, 2026 ↗ |
| MFS Low Volatility Equity Fund MFS SERIES TRUST I | 7,298 | 1.5M $ | 0.43 % | as of Feb 28, 2026 ↗ |
| Mid-Cap Growth Portfolio PACIFIC SELECT FUND | 7,183 | 1.3M $ | 0.18 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 7,158 | 1.3M $ | 0.17 % | as of Mar 31, 2026 ↗ |
| BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. | 7,133 | 1.5M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Direxion Daily Real Estate Bull 3X Shares Direxion Shares ETF Trust | 7,068 | 1.4M $ | 3.07 % | as of Apr 30, 2026 ↗ |
| BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust | 6,999 | 1.4M $ | 0.61 % | as of Feb 28, 2026 ↗ |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 6,986 | 1.3M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS | 6,970 | 1.4M $ | 0.12 % | as of Apr 30, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 6,930 | 1.4M $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Schwab Fundamental Global Real Estate Index Fund SCHWAB CAPITAL TRUST | 6,659 | 1.4M $ | 1.72 % | as of Feb 28, 2026 ↗ |
| 1290 VT Real Estate Portfolio EQ Advisors Trust | 6,642 | 1.2M $ | 3.17 % | as of Mar 31, 2026 ↗ |
| Nuveen Global Real Estate Securities Fund Nuveen Investment Trust V | 6,632 | 1.2M $ | 2.56 % | as of Mar 31, 2026 ↗ |
| First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 6,585 | 1.3M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| AEW Global Focused Real Estate Fund Natixis Funds Trust IV | 6,529 | 1.3M $ | 3.71 % | as of Apr 30, 2026 ↗ |
| SFT Wellington Core Equity Fund Securian Funds Trust | 6,527 | 1.2M $ | 0.95 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 6,499 | 1.2M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 6,427 | 1.2M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Capital Income Fund Federated Hermes Income Securities Trust | 6,387 | 1.3M $ | 0.19 % | as of Feb 28, 2026 ↗ |
| Multi-Manager Global Real Estate Fund Northern Funds | 6,341 | 1.2M $ | 1.57 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar U.S. Equity ETF iShares Trust | 6,305 | 1.3M $ | 0.11 % | as of Apr 30, 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