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 | |
|---|---|---|---|---|
| AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 6,300 | 1.2M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series | 6,266 | 1.3M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 6,235 | 1.2M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Skandia Nordamerika Exponering Skandia Fonder AB | 6,200 | 11M SEK | 0.12 % | as of Mar 31, 2026 ↗ |
| U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES | 6,176 | 1.2M $ | 1.19 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Efficient Core Fund WisdomTree Trust | 6,171 | 1.2M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Allspring Macro Strategies Portfolio ALLSPRING MASTER TRUST | 6,165 | 1.3M $ | 0.57 % | as of Apr 30, 2026 ↗ |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 5,963 | 1.1M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 5,954 | 1.2M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST | 5,916 | 1.1M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 5,871 | 1.2M $ | 0.15 % | as of Feb 28, 2026 ↗ |
| ProShares S&P 500 High Income ETF ProShares Trust | 5,802 | 1.2M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 5,758 | 1.2M $ | 0.15 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. LargeCap Fund WisdomTree Trust | 5,685 | 1.1M $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust | 5,682 | 1.2M $ | 3.43 % | as of Apr 30, 2026 ↗ |
| KPA Blandfond Swedbank Robur Fonder AB | 5,590 | 9.9M SEK | 0.06 % | as of Mar 31, 2026 ↗ |
| VY(R) JPMORGAN MID CAP VALUE PORTFOLIO Voya Partners Inc | 5,389 | 1M $ | 0.55 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST | 5,335 | 1.1M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Sound Enhanced Fixed Income ETF Tidal Trust I | 5,328 | 1.1M $ | 2.64 % | as of Feb 28, 2026 ↗ |
| EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust | 5,309 | 990.3K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,221 | 1.1M $ | 0.12 % | as of Feb 28, 2026 ↗ |
| ETFB Green SRI REITs ETF ETF Series Solutions | 5,213 | 1.1M $ | 11.96 % | as of Apr 30, 2026 ↗ |
| BlackRock Tactical Opportunities Fund BlackRock Funds | 5,212 | 1.1M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 5,129 | 956.7K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust | 5,123 | 955.6K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Unusual Whales Subversive Republican Trading ETF Tidal Trust I | 5,115 | 954.1K $ | 1.39 % | as of Mar 31, 2026 ↗ |
| AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 5,105 | 952.2K $ | 0.16 % | as of Mar 31, 2026 ↗ |
| Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 5,102 | 951.7K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| Franklin Systematic Style Premia ETF Franklin Templeton ETF Trust | 5,073 | 946.3K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| MFS Blended Research Value Equity Fund MFS SERIES TRUST X | 5,068 | 1M $ | 0.32 % | as of Feb 28, 2026 ↗ |
| Horizon Defined Risk Fund Horizon Funds | 5,063 | 1M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| Penn Series Index 500 Fund Penn Series Funds Inc | 5,017 | 935.8K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 4,920 | 917.7K $ | 0.20 % | as of Mar 31, 2026 ↗ |
| DF Tactical Momentum Fund Northern Lights Fund Trust | 4,910 | 915.9K $ | 1.97 % | as of Mar 31, 2026 ↗ |
| The Gabelli Focused Growth and Income Fund Gabelli Equity Series Funds Inc | 4,900 | 914K $ | 2.01 % | as of Mar 31, 2026 ↗ |
| NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust | 4,882 | 910.6K $ | 0.57 % | as of Mar 31, 2026 ↗ |
| MP 63 Fund MP63 FUND INC | 4,857 | 990.1K $ | 0.99 % | as of Feb 28, 2026 ↗ |
| Allspring Real Return Portfolio ALLSPRING MASTER TRUST | 4,840 | 986K $ | 0.22 % | as of Apr 30, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 4,835 | 984.9K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Nomura Global Listed Real Assets Fund Delaware Pooled Trust | 4,791 | 976K $ | 0.96 % | as of Apr 30, 2026 ↗ |
| SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST | 4,781 | 973.9K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| WisdomTree Global High Dividend Fund WisdomTree Trust | 4,724 | 881.2K $ | 0.65 % | as of Mar 31, 2026 ↗ |
| SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST | 4,710 | 959.5K $ | 0.14 % | as of Apr 30, 2026 ↗ |
| STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND Sterling Capital Funds | 4,697 | 876.1K $ | 1.38 % | as of Mar 31, 2026 ↗ |
| PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 | 4,689 | 874.6K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| SPP Generation 80-tal Storebrand Asset Management AS | 4,627 | 8.2M SEK | 0.11 % | as of Mar 31, 2026 ↗ |
| Steward Covered Call Income Fund Steward Funds Inc | 4,600 | 937.1K $ | 0.77 % | as of Apr 30, 2026 ↗ |
| JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust | 4,559 | 850.4K $ | 0.23 % | as of Mar 31, 2026 ↗ |
| DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 4,494 | 838.3K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Invesco Active U.S. Real Estate ETF Invesco Actively Managed Exchange-Traded Fund Trust | 4,487 | 914K $ | 1.76 % | as of Apr 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 | 832.9K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Value Equity Index Fund GuideStone Funds | 4,392 | 819.2K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | 4,391 | 819.1K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| TCW Global Real Estate Fund TCW FUNDS INC | 4,364 | 889K $ | 2.06 % | as of Apr 30, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 4,344 | 810.3K $ | 0.41 % | as of Mar 31, 2026 ↗ |
| Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust | 4,236 | 790.1K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 4,226 | 861.5K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| Wilmington Global Alpha Equities Fund Wilmington Funds | 4,181 | 851.7K $ | 0.35 % | as of Apr 30, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 4,124 | 840.7K $ | 0.10 % | as of Feb 28, 2026 ↗ |
| AQR Managed Futures Strategy HV Fund AQR Funds | 4,102 | 765.1K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Horizon Managed Risk ETF Horizon Funds | 4,063 | 828.2K $ | 0.24 % | as of Feb 28, 2026 ↗ |
| Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 4,026 | 751K $ | 0.17 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. | 4,000 | 815.4K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST | 3,996 | 745.4K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| iShares ESG Select Screened S&P 500 ETF iShares Trust | 3,981 | 742.6K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Venerable World Equity Fund Venerable Variable Insurance Trust | 3,934 | 733.8K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| iShares MSCI USA Size Factor ETF iShares Trust | 3,903 | 795.1K $ | 0.19 % | as of Apr 30, 2026 ↗ |
| Hartford Multi-Asset Income Fund HARTFORD MUTUAL FUNDS, INC | 3,889 | 792.2K $ | 0.14 % | as of Apr 30, 2026 ↗ |
| Capital Income Builder AMERICAN FUNDS INSURANCE SERIES | 3,873 | 722.4K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| SMI 3Fourteen REAL Asset Allocation ETF ETF Opportunities Trust | 3,873 | 722.4K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Large Cap Value Fund TIAA-CREF Life Funds | 3,819 | 712.4K $ | 0.78 % | as of Mar 31, 2026 ↗ |
| VIP Dynamic Capital Appreciation Portfolio Variable Insurance Products Fund III | 3,800 | 708.8K $ | 0.25 % | as of Mar 31, 2026 ↗ |
| BlackRock Dynamic High Income Portfolio BlackRock Funds II | 3,788 | 771.7K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| MML Equity Index Fund MML SERIES INVESTMENT FUND | 3,651 | 681K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| MidCap Value Fund I Principal Funds, Inc | 3,554 | 724K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| SGI U.S. Large Cap Equity Fund RBB Fund, Inc. | 3,552 | 724.1K $ | 0.36 % | as of Feb 28, 2026 ↗ |
| U.S. Diversified Real Estate ETF ETF Series Solutions | 3,552 | 724.1K $ | 2.84 % | as of Feb 28, 2026 ↗ |
| SEB Global Sustainable Companies Fund SEB Funds AB | 3,547 | 6.3M SEK | 0.47 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust | 3,538 | 721.2K $ | 0.28 % | as of Feb 28, 2026 ↗ |
| LoCorr Spectrum Income Fund LoCorr Investment Trust | 3,510 | 654.7K $ | 0.94 % | as of Mar 31, 2026 ↗ |
| Federated Hermes MDT Balanced Fund Federated Hermes MDT Series | 3,500 | 713K $ | 0.22 % | as of Apr 30, 2026 ↗ |
| LargeCap Value Fund III Principal Funds, Inc | 3,480 | 708.9K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Edgar Lomax Value Fund Advisors Series Trust | 3,450 | 702.8K $ | 0.44 % | as of Apr 30, 2026 ↗ |
| JNL/Mellon World Index Fund JNL Series Trust | 3,447 | 643K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust | 3,414 | 695.9K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST | 3,409 | 635.9K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Hartford Disciplined US Equity ETF Lattice Strategies Trust | 3,333 | 679K $ | 0.38 % | as of Apr 30, 2026 ↗ |
| State Street Real Estate Securities V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 3,320 | 619.3K $ | 3.25 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund | 3,299 | 672.5K $ | 0.23 % | as of Feb 28, 2026 ↗ |
| AVIP BlackRock Advantage Large Cap Value Portfolio AuguStar Variable Insurance Products Fund Inc | 3,266 | 609.2K $ | 0.33 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 3,238 | 660.1K $ | 0.16 % | as of Feb 28, 2026 ↗ |
| Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 3,224 | 656.8K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII | 3,205 | 653.3K $ | 0.13 % | as of Feb 28, 2026 ↗ |
| JNL S&P 500 Index Fund JNL Series Trust | 3,192 | 595.4K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST | 3,156 | 588.7K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| THRIVENT MID CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. | 3,117 | 581.4K $ | 1.17 % | as of Mar 31, 2026 ↗ |
| Fidelity Real Estate Investment ETF Fidelity Covington Trust | 3,110 | 633.5K $ | 4.25 % | as of Apr 30, 2026 ↗ |
| Hartford Real Asset Fund HARTFORD MUTUAL FUNDS, INC | 3,101 | 631.7K $ | 0.90 % | as of Apr 30, 2026 ↗ |
| Hartford Multifactor US Equity ETF Lattice Strategies Trust | 3,082 | 627.8K $ | 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