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 | |
|---|---|---|---|---|
| Smart Trend 25 ETF Tidal Trust I | 3,082 | 574.9K $ | 4.84 % | as of Mar 31, 2026 ↗ |
| Skandia Balanserad Skandia Fonder AB | 3,064 | 5.4M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Nuveen Large Cap Value Opportunities Fund Nuveen Investment Trust | 3,063 | 571.3K $ | 1.60 % | as of Mar 31, 2026 ↗ |
| Growth Equity Index Fund GuideStone Funds | 3,061 | 571K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 3,043 | 619.9K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| SA Large Cap Growth Index Portfolio SUNAMERICA SERIES TRUST | 3,028 | 616.8K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| KraneShares Value Line Dynamic Dividend Equity Index ETF Krane Shares Trust | 2,992 | 558.1K $ | 1.60 % | as of Mar 31, 2026 ↗ |
| Multi-Asset Strategy Fund RUSSELL INVESTMENT CO | 2,991 | 609.3K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust | 2,943 | 599.9K $ | 0.08 % | as of Feb 27, 2026 ↗ |
| WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust | 2,938 | 598.9K $ | 0.09 % | as of Feb 28, 2026 ↗ |
| CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. | 2,922 | 545K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Quantified Managed Income Fund Advisors Preferred Trust | 2,888 | 538.7K $ | 0.34 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Large Cap Focused Index Fund Fidelity Concord Street Trust | 2,875 | 586.1K $ | 0.31 % | as of Feb 28, 2026 ↗ |
| EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust | 2,858 | 533.1K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 2,834 | 577.7K $ | 0.25 % | as of Feb 27, 2026 ↗ |
| Lannebo Marknad USA Lannebo Kapitalförvaltning AB | 2,829 | 5M SEK | 0.12 % | as of Mar 31, 2026 ↗ |
| Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust | 2,811 | 573K $ | 0.21 % | as of Feb 27, 2026 ↗ |
| Xtrackers S&P 100 Ex Top 20 ETF DBX ETF Trust | 2,809 | 572.6K $ | 0.49 % | as of Feb 27, 2026 ↗ |
| BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 2,794 | 569.6K $ | 0.41 % | as of Feb 28, 2026 ↗ |
| 1290 VT Socially Responsible Portfolio EQ Advisors Trust | 2,794 | 521.2K $ | 0.20 % | as of Mar 31, 2026 ↗ |
| SPP Generation 50-tal Storebrand Asset Management AS | 2,791 | 5M SEK | 0.03 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB | 2,727 | 4.8M SEK | 0.03 % | as of Mar 31, 2026 ↗ |
| VELA INCOME OPPORTUNITIES FUND VELA Funds | 2,705 | 504.6K $ | 1.26 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. | 2,671 | 498.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | 2,663 | 496.7K $ | 0.32 % | as of Mar 31, 2026 ↗ |
| PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND | 2,644 | 493.2K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 2,635 | 491.5K $ | 0.34 % | as of Mar 31, 2026 ↗ |
| Horizon Defensive Core Fund Horizon Funds | 2,628 | 535.7K $ | 0.11 % | as of Feb 28, 2026 ↗ |
| Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc | 2,622 | 534.1K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Swedbank Robur Access Edge Global Swedbank Robur Fonder AB | 2,576 | 4.6M SEK | 0.07 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB | 2,566 | 4.6M SEK | 0.04 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. | 2,523 | 514K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust | 2,523 | 470.6K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Victory Growth and Tax Strategy Fund Victory Portfolios III | 2,509 | 511.5K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| EQ/AB Dynamic Growth Portfolio EQ Advisors Trust | 2,473 | 461.3K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST | 2,468 | 460.4K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB | 2,435 | 4.3M SEK | 0.15 % | as of Mar 31, 2026 ↗ |
| 1919 Financial Services Fund Advisor Managed Portfolios | 2,400 | 447.7K $ | 0.47 % | as of Mar 31, 2026 ↗ |
| Multi-Asset High Income Fund John Hancock Funds II | 2,340 | 477K $ | 0.42 % | as of Feb 28, 2026 ↗ |
| JNL/T. Rowe Price Balanced Fund JNL Series Trust | 2,304 | 429.8K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| ProShares S&P 500 Ex-Technology ETF ProShares Trust | 2,269 | 462.5K $ | 0.17 % | as of Feb 28, 2026 ↗ |
| Sofi Select 500 ETF Tidal Trust I | 2,264 | 461.5K $ | 0.08 % | as of Feb 28, 2026 ↗ |
| LargeCap Growth Fund I Principal Funds, Inc | 2,245 | 457.3K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares Environmentally Aware Real Estate ETF iShares Trust | 2,242 | 456.7K $ | 3.27 % | as of Apr 30, 2026 ↗ |
| Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB | 2,237 | 4M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Shelton Equity Income Fund SHELTON FUNDS | 2,200 | 448.5K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust | 2,194 | 409.2K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Avanza USA Avanza Fonder AB | 2,164 | 3.8M SEK | 0.14 % | as of Mar 31, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 2,145 | 400.1K $ | 0.43 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 2,133 | 397.9K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 2,129 | 397.1K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| NAA MID GROWTH FUND New Age Alpha Funds Trust | 2,060 | 384.3K $ | 0.57 % | as of Mar 31, 2026 ↗ |
| SPIRIT OF AMERICA INCOME FUND Spirit of America Investment Fund, Inc. | 2,000 | 373.1K $ | 0.86 % | as of Mar 31, 2026 ↗ |
| First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 1,997 | 406.8K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series | 1,981 | 369.5K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| BNY Mellon Asset Allocation Fund BNY MELLON FUNDS TRUST | 1,964 | 400.4K $ | 0.09 % | as of Feb 28, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 1,962 | 366K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | 1,939 | 361.7K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust | 1,927 | 359.4K $ | 0.34 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 1,891 | 385.2K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Alger Growth & Income Portfolio ALGER PORTFOLIOS | 1,876 | 349.9K $ | 0.77 % | as of Mar 31, 2026 ↗ |
| NAA WORLD EQUITY INCOME SERIES New Age Alpha Variable Funds Trust | 1,870 | 348.8K $ | 0.25 % | as of Mar 31, 2026 ↗ |
| Multi-Strategy Income Fund RUSSELL INVESTMENT CO | 1,867 | 380.3K $ | 0.13 % | as of Apr 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,853 | 345.6K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Alger Balanced Portfolio ALGER PORTFOLIOS | 1,846 | 344.3K $ | 0.54 % | as of Mar 31, 2026 ↗ |
| 1290 SmartBeta Equity Fund 1290 Funds | 1,831 | 373K $ | 0.14 % | as of Apr 30, 2026 ↗ |
| US Vegan Climate ETF ETF Series Solutions | 1,815 | 369.7K $ | 0.24 % | as of Apr 30, 2026 ↗ |
| Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust | 1,799 | 366.5K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Columbia Disciplined Value Fund Columbia Funds Series Trust II | 1,798 | 366.3K $ | 0.19 % | as of Apr 30, 2026 ↗ |
| VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 1,777 | 331.5K $ | 0.48 % | as of Mar 31, 2026 ↗ |
| Inspire Global Hope ETF Northern Lights Fund Trust IV | 1,765 | 359.8K $ | 0.25 % | as of Feb 28, 2026 ↗ |
| REAL ESTATE ULTRASECTOR PROFUND ProFunds | 1,764 | 359.3K $ | 10.24 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 1,737 | 353.8K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 1,734 | 323.4K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB | 1,722 | 3.1M SEK | 0.04 % | as of Mar 31, 2026 ↗ |
| Large Capital Growth Fund VALIC Co I | 1,674 | 341.2K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 1,665 | 339.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| S&P 500 Index Fund SHELTON FUNDS | 1,662 | 338.8K $ | 0.11 % | as of Feb 28, 2026 ↗ |
| SGI Enhanced Market Leaders ETF RBB Fund, Inc. | 1,644 | 335.1K $ | 0.16 % | as of Feb 28, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 1,564 | 291.7K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| American Century U.S. Quality Value ETF American Century ETF Trust | 1,549 | 315.8K $ | 0.09 % | as of Feb 28, 2026 ↗ |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 1,549 | 288.9K $ | 0.16 % | as of Mar 31, 2026 ↗ |
| Voya Balanced Income Portfolio Voya Investors Trust | 1,548 | 288.7K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 1,522 | 310K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Victory S&P 500 Index Fund Victory Portfolios | 1,503 | 280.4K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 1,500 | 279.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I | 1,486 | 277.2K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust | 1,475 | 275.1K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST | 1,457 | 271.8K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Real Estate ETF Columbia ETF Trust I | 1,426 | 266K $ | 8.60 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 1,425 | 265.8K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| PROFUND VP REAL ESTATE ProFunds | 1,395 | 260.2K $ | 4.48 % | as of Mar 31, 2026 ↗ |
| EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust | 1,393 | 259.8K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust | 1,387 | 258.7K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust | 1,364 | 277.9K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| Horizon Expedition Plus ETF Horizon Funds | 1,363 | 277.8K $ | 0.22 % | as of Feb 28, 2026 ↗ |
| Horizon Core Equity ETF Horizon Funds | 1,359 | 277K $ | 0.24 % | as of Feb 28, 2026 ↗ |
| Affinity World Leaders Equity ETF Two Roads Shared Trust | 1,352 | 275.4K $ | 0.39 % | as of Apr 30, 2026 ↗ |
| AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust | 1,315 | 245.3K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO | 1,292 | 263.2K $ | 0.09 % | 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