Titelia

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.

FundSharesValueWeight in fund
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 2,901648.8K $0.04 %as of Jun 30, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 2,893663.6K $0.11 %as of Jul 31, 2026 ↗
KraneShares Value Line Dynamic Dividend Equity Index ETF Krane Shares Trust 2,871642.1K $1.63 %as of Jun 30, 2026 ↗
Lannebo Marknad USA Lannebo Kapitalförvaltning AB 2,8295M SEK0.12 %as of Mar 31, 2026 ↗
SA Large Cap Growth Index Portfolio SUNAMERICA SERIES TRUST 2,812645K $0.09 %as of Jul 31, 2026 ↗
1290 VT Socially Responsible Portfolio EQ Advisors Trust 2,795625.1K $0.21 %as of Jun 30, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 2,795625.1K $0.11 %as of Jun 30, 2026 ↗
SPP Generation 50-tal Storebrand Asset Management AS 2,7915M SEK0.03 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 2,750615K $0.06 %as of Jun 30, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,746614.1K $0.12 %as of Jun 30, 2026 ↗
Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB 2,7274.8M SEK0.03 %as of Mar 31, 2026 ↗
Horizon Defensive Core Fund Horizon Funds 2,714556.1K $0.10 %as of May 31, 2026 ↗
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust 2,701553.5K $0.18 %as of May 29, 2026 ↗
T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. 2,671597.4K $0.01 %as of Jun 30, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 2,590579.3K $0.04 %as of Jun 30, 2026 ↗
Swedbank Robur Access Edge Global Swedbank Robur Fonder AB 2,5764.6M SEK0.07 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB 2,5664.6M SEK0.04 %as of Mar 31, 2026 ↗
SA Franklin Systematic U.S. Large Cap Core Portfolio SUNAMERICA SERIES TRUST 2,527579.6K $0.17 %as of Jul 31, 2026 ↗
Hartford Real Asset Fund HARTFORD MUTUAL FUNDS, INC 2,488570.7K $0.84 %as of Jul 31, 2026 ↗
VELA INCOME OPPORTUNITIES FUND VELA Funds 2,480554.7K $1.33 %as of Jun 30, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 2,464551.1K $0.05 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 2,441545.9K $0.08 %as of Jun 30, 2026 ↗
Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB 2,4354.3M SEK0.15 %as of Mar 31, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 2,414494.7K $0.08 %as of May 31, 2026 ↗
1919 Financial Services Fund Advisor Managed Portfolios 2,400536.8K $0.56 %as of Jun 30, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 2,289469K $0.07 %as of May 31, 2026 ↗
T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. 2,284523.9K $0.06 %as of Jul 31, 2026 ↗
iShares Environmentally Aware Real Estate ETF iShares Trust 2,257517.7K $3.65 %as of Jul 31, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 2,256517.5K $0.09 %as of Jul 31, 2026 ↗
Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB 2,2374M SEK0.02 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 2,187489.1K $0.04 %as of Jun 30, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 2,174445.5K $0.17 %as of May 31, 2026 ↗
Avanza USA Avanza Fonder AB 2,1643.8M SEK0.14 %as of Mar 31, 2026 ↗
American Century U.S. Quality Value ETF American Century ETF Trust 2,160442.6K $0.13 %as of May 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 2,137477.9K $0.03 %as of Jun 30, 2026 ↗
YieldMax(R) Target 12(TM) Real Estate Option Income ETF Tidal Trust II 2,104482.6K $5.52 %as of Jul 31, 2026 ↗
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 2,098469.2K $0.08 %as of Jun 30, 2026 ↗
Hartford Alpha Capture Growth ETF Hartford Funds Exchange-Traded Trust 2,063473.2K $1.72 %as of Jul 31, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 2,004410.6K $0.04 %as of May 31, 2026 ↗
NAA MID GROWTH FUND New Age Alpha Funds Trust 2,003448K $0.59 %as of Jun 30, 2026 ↗
SPIRIT OF AMERICA INCOME FUND Spirit of America Investment Fund, Inc. 2,000447.3K $1.10 %as of Jun 30, 2026 ↗
Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust 1,978442.4K $0.32 %as of Jun 30, 2026 ↗
BNY Mellon Asset Allocation Fund BNY MELLON FUNDS TRUST 1,964402.4K $0.09 %as of May 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 1,939433.7K $0.05 %as of Jun 30, 2026 ↗
Inspire Global Hope ETF Northern Lights Fund Trust IV 1,920393.4K $0.25 %as of May 31, 2026 ↗
US Vegan Climate ETF ETF Series Solutions 1,904436.7K $0.25 %as of Jul 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 1,891433.7K $0.02 %as of Jul 31, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 1,867428.2K $0.14 %as of Jul 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,853414.4K $0.04 %as of Jun 30, 2026 ↗
Alger Balanced Portfolio ALGER PORTFOLIOS 1,846412.9K $0.58 %as of Jun 30, 2026 ↗
1290 SmartBeta Equity Fund 1290 Funds 1,831420K $0.14 %as of Jul 31, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 1,827419.1K $0.12 %as of Jul 31, 2026 ↗
Alger Growth & Income Portfolio ALGER PORTFOLIOS 1,808404.4K $0.79 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 1,794401.2K $0.05 %as of Jun 30, 2026 ↗
SGI U.S. Large Cap Core ETF RBB Fund, Inc. 1,790366.8K $0.19 %as of May 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 1,767405.3K $0.11 %as of Jul 31, 2026 ↗
Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB 1,7223.1M SEK0.04 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 1,703380.9K $0.06 %as of Jun 30, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 1,662340.6K $0.10 %as of May 31, 2026 ↗
Quantified Managed Income Fund Advisors Preferred Trust 1,623363K $0.33 %as of Jun 30, 2026 ↗
SGI Enhanced Market Leaders ETF RBB Fund, Inc. 1,570321.7K $0.13 %as of May 31, 2026 ↗
Affinity World Leaders Equity ETF Two Roads Shared Trust 1,547354.8K $0.39 %as of Jul 31, 2026 ↗
NAA WORLD EQUITY INCOME SERIES New Age Alpha Variable Funds Trust 1,536343.5K $0.28 %as of Jun 30, 2026 ↗
Large Capital Growth Fund VALIC Co I 1,536314.7K $0.04 %as of May 31, 2026 ↗
EQ/Goldman Sachs Growth Allocation Portfolio EQ Advisors Trust 1,522340.4K $0.04 %as of Jun 30, 2026 ↗
Horizon Core Equity ETF Horizon Funds 1,497306.8K $0.21 %as of May 31, 2026 ↗
Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I 1,486332.3K $0.06 %as of Jun 30, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 1,479339.2K $0.09 %as of Jul 31, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 1,478330.6K $0.11 %as of Jun 30, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 1,441322.3K $0.04 %as of Jun 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 1,425318.7K $0.10 %as of Jun 30, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 1,397312.4K $0.01 %as of Jun 30, 2026 ↗
Columbia Research Enhanced Real Estate ETF Columbia ETF Trust I 1,358303.7K $8.95 %as of Jun 30, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 1,339299.5K $0.05 %as of Jun 30, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 1,333298.1K $0.03 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS 1,319295K $0.15 %as of Jun 30, 2026 ↗
Janus Henderson U.S. Real Estate ETF Janus Detroit Street Trust 1,318302.3K $7.19 %as of Jul 31, 2026 ↗
Pacer WealthShield ETF Pacer Funds Trust 1,304299.1K $1.24 %as of Jul 31, 2026 ↗
PROFUND VP REAL ESTATE ProFunds 1,304291.6K $4.88 %as of Jun 30, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 1,289295.7K $0.09 %as of Jul 31, 2026 ↗
First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust 1,264282.7K $0.02 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust 1,264259K $0.06 %as of May 31, 2026 ↗
Disciplined Growth Fund American Century Quantitative Equity Funds, Inc. 1,252280K $0.06 %as of Jun 30, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 1,238276.9K $0.08 %as of Jun 30, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 1,223280.5K $0.11 %as of Jul 31, 2026 ↗
Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB 1,2132.2M SEK0.04 %as of Mar 31, 2026 ↗
Morningstar Global Income Fund Morningstar Funds Trust 1,205276.4K $0.19 %as of Jul 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,173262.3K $0.00 %as of Jun 30, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 1,169261.4K $0.09 %as of Jun 30, 2026 ↗
Virtus Global Allocation Fund Virtus Strategy Trust 1,117249.8K $0.16 %as of Jun 30, 2026 ↗
Horizon Expedition Plus ETF Horizon Funds 1,101225.6K $0.15 %as of May 31, 2026 ↗
John Hancock U.S. High Dividend ETF John Hancock Exchange-Traded Fund Trust 1,093244.4K $2.01 %as of Jun 30, 2026 ↗
Nova Fund Rydex Series Funds 1,088243.3K $0.10 %as of Jun 30, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,085242.7K $0.11 %as of Jun 30, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 1,078220.9K $0.03 %as of May 31, 2026 ↗
Defiance Large Cap ex-Mag 7 ETF Tidal Trust II 1,073219.9K $0.15 %as of May 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 1,048234.4K $0.04 %as of Jun 30, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 1,040232.6K $0.11 %as of Jun 30, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 1,038232.1K $0.21 %as of Jun 30, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 1,005224.8K $0.10 %as of Jun 30, 2026 ↗

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Funds that publish their own holdings

FundWeight 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.

FundWeight 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.

QuarterHoldersChangeSharesChange
2026Q3813-16134,953,460+7.6 %
2026Q2829+31125,374,922+1.2 %
2026Q1798-25123,920,720+1.4 %
2025Q4823-17122,241,606+2.9 %
2025Q3840+7118,774,281-1.3 %
2025Q2833+38120,333,872+3.1 %
2025Q1795-46116,674,700+1.6 %
2024Q4841+35114,790,288-0.9 %
2024Q3806+6115,775,174-1.7 %
2024Q2800+24117,725,278+15.7 %
2024Q1776-6101,731,231-13.0 %
2023Q4782116,913,472

Institutional managers

1,292 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.36,813,6496.9B $as of Mar 31, 2026
STATE STREET CORP20,931,3093.9B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC10,825,7132B $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP9,147,6161.7B $as of Mar 31, 2026
Capital World Investors9,050,3151.7B $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/8,503,1331.6B $as of Mar 31, 2026
COHEN & STEERS, INC.5,882,0071.1M $as of Mar 31, 2026
JPMORGAN CHASE & CO5,672,4201B $as of Mar 31, 2026
MORGAN STANLEY5,421,7971B $as of Mar 31, 2026
FMR LLC5,035,084939.2M $as of Mar 31, 2026
NORTHERN TRUST CORP5,002,392933.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP4,606,481859.2M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC4,272,265796.9M $as of Mar 31, 2026
Legal & General Group Plc3,689,236688.2M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/3,571,462666.2K $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC3,406,548635.4M $as of Mar 31, 2026
Invesco Ltd.3,241,968604.7M $as of Mar 31, 2026
Nuveen, LLC2,872,728535.8M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC2,595,216484.1M $as of Mar 31, 2026
DEUTSCHE BANK AG\2,445,544456.2M $as of Mar 31, 2026
Boston Partners2,302,071429.4M $as of Mar 31, 2026
CANADA PENSION PLAN INVESTMENT BOARD2,208,113411.9M $as of Mar 31, 2026
Bank of New York Mellon Corp2,079,177387.8M $as of Mar 31, 2026
Resolution Capital Ltd1,998,411372.8M $as of Mar 31, 2026
Amundi1,990,741371.3M $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.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 8.62 %27,956,842as 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