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 | |
|---|---|---|---|---|
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 6,664 | 1.5M $ | 0.07 % | as of Jun 30, 2026 ↗ |
| 1290 VT Real Estate Portfolio EQ Advisors Trust | 6,499 | 1.5M $ | 3.47 % | as of Jun 30, 2026 ↗ |
| AEW Global Focused Real Estate Fund Natixis Funds Trust IV | 6,279 | 1.4M $ | 3.98 % | as of Jul 31, 2026 ↗ |
| Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series | 6,266 | 1.4M $ | 0.12 % | as of Jul 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 6,241 | 1.4M $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Skandia Nordamerika Exponering Skandia Fonder AB | 6,200 | 11M SEK | 0.12 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Value ETF iShares Trust | 6,175 | 1.4M $ | 0.11 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. Multifactor Fund WisdomTree Trust | 6,175 | 1.4M $ | 0.45 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. Efficient Core Fund WisdomTree Trust | 6,171 | 1.4M $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Allspring Macro Strategies Portfolio ALLSPRING MASTER TRUST | 6,165 | 1.4M $ | 0.69 % | as of Jul 31, 2026 ↗ |
| Federated Hermes Capital Income Fund Federated Hermes Income Securities Trust | 6,134 | 1.3M $ | 0.19 % | as of May 31, 2026 ↗ |
| iShares Morningstar U.S. Equity ETF iShares Trust | 6,133 | 1.4M $ | 0.11 % | as of Jul 31, 2026 ↗ |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 6,029 | 1.3M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 5,990 | 1.3M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Capital Income Builder AMERICAN FUNDS INSURANCE SERIES | 5,962 | 1.3M $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Mid-Cap Growth Portfolio PACIFIC SELECT FUND | 5,931 | 1.3M $ | 0.20 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. LargeCap Fund WisdomTree Trust | 5,853 | 1.3M $ | 0.08 % | as of Jun 30, 2026 ↗ |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 5,835 | 1.3M $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 5,835 | 1.2M $ | 0.15 % | as of May 31, 2026 ↗ |
| AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust | 5,622 | 1.3M $ | 0.21 % | as of Jun 30, 2026 ↗ |
| KPA Blandfond Swedbank Robur Fonder AB | 5,590 | 9.9M SEK | 0.06 % | as of Mar 31, 2026 ↗ |
| Nuveen Large Cap Value Opportunities Fund Nuveen Investment Trust | 5,542 | 1.2M $ | 1.70 % | as of Jun 30, 2026 ↗ |
| Unusual Whales Subversive Republican Trading ETF Tidal Trust I | 5,535 | 1.2M $ | 1.40 % | as of Jun 30, 2026 ↗ |
| ProShares S&P 500 High Income ETF ProShares Trust | 5,526 | 1.1M $ | 0.09 % | as of May 31, 2026 ↗ |
| SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST | 5,416 | 1.2M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 5,312 | 1.2M $ | 0.14 % | as of Jun 30, 2026 ↗ |
| MP 63 Fund MP63 FUND INC | 5,297 | 1.1M $ | 1.08 % | as of May 31, 2026 ↗ |
| SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,275 | 1.1M $ | 0.12 % | as of May 31, 2026 ↗ |
| Sound Enhanced Fixed Income ETF Tidal Trust I | 5,214 | 1.1M $ | 2.68 % | as of May 31, 2026 ↗ |
| Horizon Defined Risk Fund Horizon Funds | 5,177 | 1.1M $ | 0.10 % | as of May 31, 2026 ↗ |
| Xtrackers S&P 100 Ex Top 20 ETF DBX ETF Trust | 5,140 | 1.1M $ | 0.46 % | as of May 29, 2026 ↗ |
| PACE Global Real Estate Securities Investments PACE SELECT ADVISORS TRUST | 5,106 | 1.2M $ | 2.11 % | as of Jul 31, 2026 ↗ |
| Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 5,060 | 1.1M $ | 0.21 % | as of Jun 30, 2026 ↗ |
| STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND Sterling Capital Funds | 5,054 | 1.1M $ | 1.47 % | as of Jun 30, 2026 ↗ |
| Penn Series Index 500 Fund Penn Series Funds Inc | 5,017 | 1.1M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 4,986 | 1.1M $ | 0.09 % | as of Jun 30, 2026 ↗ |
| EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust | 4,957 | 1.1M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Invesco Active U.S. Real Estate ETF Invesco Actively Managed Exchange-Traded Fund Trust | 4,948 | 1.1M $ | 1.88 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST | 4,927 | 1M $ | 0.04 % | as of May 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 4,856 | 1.1M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Allspring Real Return Portfolio ALLSPRING MASTER TRUST | 4,840 | 1.1M $ | 0.25 % | as of Jul 31, 2026 ↗ |
| MFS Blended Research Value Equity Fund MFS SERIES TRUST X | 4,828 | 989.3K $ | 0.30 % | as of May 31, 2026 ↗ |
| ETFB Green SRI REITs ETF ETF Series Solutions | 4,809 | 1.1M $ | 12.65 % | as of Jul 31, 2026 ↗ |
| Steward Covered Call Income Fund Steward Funds Inc | 4,800 | 1.1M $ | 0.88 % | as of Jul 31, 2026 ↗ |
| NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust | 4,786 | 1.1M $ | 0.60 % | as of Jun 30, 2026 ↗ |
| LoCorr Spectrum Income Fund LoCorr Investment Trust | 4,783 | 1.1M $ | 1.53 % | as of Jun 30, 2026 ↗ |
| WisdomTree Global High Dividend Fund WisdomTree Trust | 4,705 | 1.1M $ | 0.75 % | as of Jun 30, 2026 ↗ |
| SPP Generation 80-tal Storebrand Asset Management AS | 4,627 | 8.2M SEK | 0.11 % | as of Mar 31, 2026 ↗ |
| U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES | 4,593 | 1M $ | 0.93 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 4,549 | 932.1K $ | 0.07 % | as of May 31, 2026 ↗ |
| Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 4,516 | 1M $ | 0.20 % | as of Jun 30, 2026 ↗ |
| SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST | 4,514 | 1M $ | 0.15 % | as of Jul 31, 2026 ↗ |
| The Gabelli Focused Growth and Income Fund Gabelli Equity Series Funds Inc | 4,500 | 1M $ | 2.27 % | as of Jun 30, 2026 ↗ |
| Nomura Global Listed Real Assets Fund Delaware Pooled Trust | 4,497 | 1M $ | 1.04 % | as of Jul 31, 2026 ↗ |
| Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 4,495 | 1M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 4,494 | 1M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 | 4,489 | 1M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Lysa Global Equity Focus Lysa Fonder AB | 4,466 | 7.9M SEK | 0.14 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 4,465 | 998.6K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Venerable World Equity Fund Venerable Variable Insurance Trust | 4,464 | 998.4K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Brookstone Value Stock ETF Northern Lights Fund Trust IV | 4,451 | 912.1K $ | 0.89 % | as of May 31, 2026 ↗ |
| Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust | 4,236 | 947.4K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Federated Hermes MDT Balanced Fund Federated Hermes MDT Series | 4,200 | 963.4K $ | 0.29 % | as of Jul 31, 2026 ↗ |
| SMI 3Fourteen REAL Asset Allocation ETF ETF Opportunities Trust | 4,180 | 934.9K $ | 0.16 % | as of Jun 30, 2026 ↗ |
| SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST | 4,158 | 953.7K $ | 0.07 % | as of Jul 31, 2026 ↗ |
| JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust | 4,130 | 923.7K $ | 0.23 % | as of Jun 30, 2026 ↗ |
| Horizon Managed Risk ETF Horizon Funds | 3,981 | 815.7K $ | 0.21 % | as of May 31, 2026 ↗ |
| Hartford Disciplined US Equity ETF Lattice Strategies Trust | 3,840 | 880.8K $ | 0.43 % | as of Jul 31, 2026 ↗ |
| iShares MSCI USA Size Factor ETF iShares Trust | 3,828 | 878K $ | 0.20 % | as of Jul 31, 2026 ↗ |
| Fidelity Real Estate Investment ETF Fidelity Covington Trust | 3,794 | 870.2K $ | 5.27 % | as of Jul 31, 2026 ↗ |
| Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST | 3,733 | 834.9K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. | 3,700 | 758.2K $ | 0.05 % | as of May 31, 2026 ↗ |
| Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc | 3,666 | 840.9K $ | 0.11 % | as of Jul 31, 2026 ↗ |
| Hartford Multi-Asset Income Fund HARTFORD MUTUAL FUNDS, INC | 3,664 | 840.4K $ | 0.15 % | as of Jul 31, 2026 ↗ |
| iShares ESG Select Screened S&P 500 ETF iShares Trust | 3,645 | 815.2K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| MML VIP BlackRock(R) Equity Index Fund MML SERIES INVESTMENT FUND | 3,620 | 809.6K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| SGI U.S. Large Cap Equity Fund RBB Fund, Inc. | 3,552 | 727.8K $ | 0.38 % | as of May 31, 2026 ↗ |
| Edgar Lomax Value Fund Advisors Series Trust | 3,550 | 814.3K $ | 0.47 % | as of Jul 31, 2026 ↗ |
| SEB Global Sustainable Companies Fund SEB Funds AB | 3,547 | 6.3M SEK | 0.47 % | as of Mar 31, 2026 ↗ |
| Nuveen Global Real Estate Securities Fund Nuveen Investment Trust V | 3,530 | 789.5K $ | 2.93 % | as of Jun 30, 2026 ↗ |
| Hartford Multifactor US Equity ETF Lattice Strategies Trust | 3,506 | 804.2K $ | 0.11 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust | 3,478 | 712.7K $ | 0.04 % | as of May 31, 2026 ↗ |
| JNL/Mellon World Index Fund JNL Series Trust | 3,373 | 754.4K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 3,354 | 687.3K $ | 0.25 % | as of May 29, 2026 ↗ |
| U.S. Diversified Real Estate ETF ETF Series Solutions | 3,341 | 684.6K $ | 2.78 % | as of May 31, 2026 ↗ |
| iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust | 3,320 | 761.5K $ | 0.07 % | as of Jul 31, 2026 ↗ |
| Nuveen Life Large Cap Value Fund TIAA-CREF Life Funds | 3,300 | 738K $ | 0.74 % | as of Jun 30, 2026 ↗ |
| State Street Real Estate Securities V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 3,280 | 733.6K $ | 3.55 % | as of Jun 30, 2026 ↗ |
| MoA Large Cap Growth Index Fund MoA Funds Corp | 3,254 | 727.8K $ | 0.21 % | as of Jun 30, 2026 ↗ |
| Saturna Core Fund SATURNA INVESTMENT TRUST | 3,250 | 666K $ | 1.53 % | as of May 31, 2026 ↗ |
| Rayliant NxtGen Multifactor US Equity ETF ADVISORS' INNER CIRCLE III | 3,241 | 724.8K $ | 0.75 % | as of Jun 30, 2026 ↗ |
| TCW Global Real Estate Fund TCW FUNDS INC | 3,238 | 742.7K $ | 2.35 % | as of Jul 31, 2026 ↗ |
| THRIVENT MID CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. | 3,117 | 697.1K $ | 1.22 % | as of Jun 30, 2026 ↗ |
| JNL S&P 500 Index Fund JNL Series Trust | 3,103 | 694K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Skandia Balanserad Skandia Fonder AB | 3,064 | 5.4M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST | 3,052 | 682.6K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 3,040 | 622.9K $ | 0.15 % | as of May 31, 2026 ↗ |
| Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust | 3,023 | 619.4K $ | 0.08 % | as of May 29, 2026 ↗ |
| SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST | 3,017 | 674.8K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Multi-Asset Strategy Fund RUSSELL INVESTMENT CO | 2,991 | 686K $ | 0.11 % | as of Jul 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