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 | |
|---|---|---|---|---|
| COMMONWEALTH REAL ESTATE SECURITIES FUND Commonwealth International Series Trust | 1,000 | 229.4K $ | 1.47 % | as of Jul 31, 2026 ↗ |
| Global Strategy Fund VALIC Co I | 998 | 204.5K $ | 0.08 % | as of May 31, 2026 ↗ |
| iShares MSCI Kokusai ETF iShares Trust | 966 | 221.6K $ | 0.09 % | as of Jul 31, 2026 ↗ |
| Voya Balanced Income Portfolio Voya Investors Trust | 958 | 214.3K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Wilmington Global Alpha Equities Fund Wilmington Funds | 954 | 218.8K $ | 0.09 % | as of Jul 31, 2026 ↗ |
| Gotham Large Value Fund FundVantage Trust | 943 | 210.9K $ | 0.67 % | as of Jun 30, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 941 | 192.8K $ | 0.02 % | as of May 31, 2026 ↗ |
| Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc | 921 | 211.2K $ | 0.08 % | as of Jul 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust | 905 | 185.4K $ | 0.07 % | as of May 31, 2026 ↗ |
| Growth Fund VALIC Co I | 880 | 180.3K $ | 0.01 % | as of May 31, 2026 ↗ |
| Invesco Income Advantage U.S. Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 874 | 179.1K $ | 0.08 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust | 866 | 193.7K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust | 861 | 192.6K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| CYBER HORNET S&P 500 Index Funds | 846 | 189.2K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| iShares Global Equity Factor ETF iShares Trust | 839 | 192.4K $ | 0.09 % | as of Jul 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 818 | 187.6K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB | 810 | 1.4M SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 807 | 180.5K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Loomis Sayles Strategic Alpha Fund Natixis Funds Trust II | 762 | 170.4K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 755 | 173.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Virtus Duff & Phelps Real Estate Income ETF Virtus ETF Trust II | 750 | 172K $ | 4.33 % | as of Jul 31, 2026 ↗ |
| Handelsbanken Global Index Core Handelsbanken Fonder AB | 722 | 1.3M SEK | 0.07 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust | 720 | 165.1K $ | 0.06 % | as of Jul 31, 2026 ↗ |
| S&P 500 Fund Rydex Series Funds | 715 | 159.9K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS | 709 | 145.3K $ | 0.10 % | as of May 31, 2026 ↗ |
| ULTRABULL PROFUND ProFunds | 700 | 160.6K $ | 0.09 % | as of Jul 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 698 | 156.1K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Xtrackers Russell 1000 US Quality at a Reasonable Price ETF DBX ETF Trust | 688 | 141K $ | 0.19 % | as of May 29, 2026 ↗ |
| SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST | 677 | 151.4K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| MFS Global Alternative Strategy Fund MFS Series Trust XV | 673 | 154.4K $ | 0.08 % | as of Jul 31, 2026 ↗ |
| E*TRADE No Fee Large Cap Index Fund E Trade Trust | 672 | 154.1K $ | 0.12 % | as of Jul 31, 2026 ↗ |
| EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust | 650 | 145.4K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 648 | 144.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Loomis Sayles High Income Opportunities Fund LOOMIS SAYLES FUNDS I | 637 | 142.5K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| AMF LARGE CAP EQUITY FUND Asset Management Fund | 637 | 142.5K $ | 0.27 % | as of Jun 30, 2026 ↗ |
| NAA WORLD EQUITY INCOME New Age Alpha Funds Trust | 624 | 139.6K $ | 0.28 % | as of Jun 30, 2026 ↗ |
| Loomis Sayles Institutional High Income Fund LOOMIS SAYLES FUNDS I | 623 | 139.3K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| VanEck Office and Commercial REIT ETF VanEck ETF Trust | 616 | 137.8K $ | 4.14 % | as of Jun 30, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 614 | 125.8K $ | 0.12 % | as of May 31, 2026 ↗ |
| THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. | 609 | 136.2K $ | 0.19 % | as of Jun 30, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 606 | 135.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| SPP Generation 40-tal Storebrand Asset Management AS | 594 | 1.1M SEK | 0.03 % | as of Mar 31, 2026 ↗ |
| Federated Hermes MDT Large Cap Core ETF Federated Hermes ETF Trust | 589 | 120.7K $ | 0.10 % | as of May 31, 2026 ↗ |
| Capital World Growth & Income Fund AMERICAN FUNDS INSURANCE SERIES | 587 | 131.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Storebrand USA Plus Storebrand Asset Management AS | 583 | 1M SEK | 0.44 % | as of Mar 31, 2026 ↗ |
| SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST | 575 | 131.9K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| S&P 500 2x Strategy Fund Rydex Variable Trust | 575 | 128.6K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 566 | 116K $ | 0.03 % | as of May 31, 2026 ↗ |
| Janus Henderson Mid Cap Growth Alpha ETF Janus Detroit Street Trust | 565 | 129.6K $ | 0.55 % | as of Jul 31, 2026 ↗ |
| American Conservative Values ETF ETF Opportunities Trust | 564 | 129.4K $ | 0.08 % | as of Jul 31, 2026 ↗ |
| Praxis Impact Large Cap Value ETF Praxis Funds | 551 | 123.2K $ | 0.16 % | as of Jun 30, 2026 ↗ |
| AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 549 | 122.8K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust | 546 | 122.1K $ | 0.15 % | as of Jun 30, 2026 ↗ |
| REAL ESTATE ULTRASECTOR PROFUND ProFunds | 539 | 123.6K $ | 3.68 % | as of Jul 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 535 | 119.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| MOA ALL AMERICA FUND MoA Funds Corp | 532 | 119K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO | 525 | 120.4K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 509 | 113.8K $ | 0.39 % | as of Jun 30, 2026 ↗ |
| Gotham Enhanced S&P 500 Index Fund FundVantage Trust | 508 | 113.6K $ | 0.43 % | as of Jun 30, 2026 ↗ |
| First Trust Bloomberg Inflation Sensitive Equity ETF First Trust Exchange-Traded Fund | 492 | 110K $ | 2.03 % | as of Jun 30, 2026 ↗ |
| Sustainable Equity Fund RUSSELL INVESTMENT CO | 487 | 111.7K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 475 | 106.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust | 474 | 106K $ | 0.61 % | as of Jun 30, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 470 | 105.1K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| The ESG Growth Portfolio HC Capital Trust | 470 | 105.1K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 461 | 105.7K $ | 0.10 % | as of Jul 31, 2026 ↗ |
| Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds | 455 | 104.4K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Lazard Real Assets Portfolio LAZARD FUNDS INC | 451 | 100.9K $ | 1.58 % | as of Jun 30, 2026 ↗ |
| NYLIM CBRE Real Assets ETF NYLIM Active ETF Trust | 442 | 101.4K $ | 1.47 % | as of Jul 31, 2026 ↗ |
| Financial Services Fund Rydex Series Funds | 441 | 98.6K $ | 0.83 % | as of Jun 30, 2026 ↗ |
| Stratified LargeCap Index ETF Exchange Listed Funds Trust | 433 | 96.8K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| ProShares S&P 500 Ex-Energy ETF ProShares Trust | 433 | 88.7K $ | 0.11 % | as of May 31, 2026 ↗ |
| Real Estate Fund Rydex Variable Trust | 431 | 96.4K $ | 2.67 % | as of Jun 30, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 421 | 96.6K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 410 | 94K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Skandia Försiktig Skandia Fonder AB | 400 | 710.8K SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND | 399 | 89.2K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 398 | 89K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds | 396 | 88.6K $ | 0.22 % | as of Jun 30, 2026 ↗ |
| LoCorr Strategic Allocation Fund LoCorr Investment Trust | 364 | 81.4K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Financial Services Fund Rydex Variable Trust | 352 | 78.7K $ | 0.83 % | as of Jun 30, 2026 ↗ |
| Federated Hermes Prudent Bear Fund Federated Hermes Equity Funds | 350 | 78.3K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust | 348 | 77.8K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| SA Multi-Managed Large Cap Growth Portfolio SEASONS SERIES TRUST | 344 | 76.9K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS | 340 | 78K $ | 0.12 % | as of Jul 31, 2026 ↗ |
| Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 340 | 78K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| NAA LARGE GROWTH SERIES New Age Alpha Variable Funds Trust | 337 | 75.4K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 333 | 74.5K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| The Catholic SRI Growth Portfolio HC Capital Trust | 332 | 74.3K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III | 323 | 72.2K $ | 0.15 % | as of Jun 30, 2026 ↗ |
| AB All Market Total Return Portfolio AB PORTFOLIOS | 321 | 71.8K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 308 | 70.6K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| SEB Global Exposure SEB Funds AB | 300 | 533.1K SEK | 0.08 % | as of Mar 31, 2026 ↗ |
| AST Quantitative Modeling Portfolio Advanced Series Trust | 300 | 67.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced Mid Cap Growth ETF Fidelity Covington Trust | 297 | 66.4K $ | 0.99 % | as of Jun 30, 2026 ↗ |
| Real Estate Fund Rydex Series Funds | 294 | 65.8K $ | 2.70 % | as of Jun 30, 2026 ↗ |
| Russell Investments Global Real Estate ETF Russell Investments Exchange Traded Funds | 285 | 63.7K $ | 3.15 % | as of Jun 30, 2026 ↗ |
| Global Multi-Strategy Fund Principal Funds, Inc | 283 | 58K $ | 0.01 % | as of May 31, 2026 ↗ |
| Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust | 255 | 58.5K $ | 0.09 % | as of Jul 31, 2026 ↗ |
| Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I | 247 | 55.2K $ | 1.64 % | as of Jun 30, 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