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 | |
|---|---|---|---|---|
| Steward Values Enhanced Large Cap Fund Steward Funds Inc | 1,289 | 262.6K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS | 1,287 | 240.1K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Yieldmax Target 12 Real Estate Option Income ETF Tidal Trust II | 1,242 | 253K $ | 4.97 % | as of Apr 30, 2026 ↗ |
| Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB | 1,213 | 2.2M SEK | 0.04 % | as of Mar 31, 2026 ↗ |
| Global Multi-Strategy Fund Principal Funds, Inc | 1,206 | 245.8K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Morningstar Global Income Fund Morningstar Funds Trust | 1,205 | 245.5K $ | 0.17 % | as of Apr 30, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Value Fund Prudential Investment Portfolios, Inc. 10 | 1,200 | 244.5K $ | 0.14 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust | 1,192 | 243K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Invesco Real Assets ESG ETF Invesco Actively Managed Exchange-Traded Fund Trust | 1,183 | 226.3K $ | 1.90 % | as of Jan 31, 2026 ↗ |
| First Trust Lunt U.S. Factor Rotation ETF First Trust Exchange-Traded Fund | 1,181 | 220.3K $ | 0.44 % | as of Mar 31, 2026 ↗ |
| Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust | 1,157 | 235.7K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 1,149 | 234.2K $ | 0.22 % | as of Feb 28, 2026 ↗ |
| Growth Fund VALIC Co I | 1,134 | 231.2K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III | 1,133 | 211.3K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc | 1,128 | 210.4K $ | 0.21 % | as of Mar 31, 2026 ↗ |
| Virtus Global Allocation Fund Virtus Strategy Trust | 1,117 | 208.4K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| Defiance Large Cap Ex-mag 7 ETF Tidal Trust II | 1,100 | 224.2K $ | 0.16 % | as of Feb 28, 2026 ↗ |
| Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust | 1,091 | 222.2K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| AB US Equity ETF AB Active ETFs, Inc. | 1,085 | 221.2K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,085 | 202.4K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| NYLI CBRE Real Assets ETF New York Life Investments Active ETF Trust | 1,049 | 213.7K $ | 3.09 % | as of Apr 30, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 1,042 | 194.4K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| BlackRock Managed Income Fund BlackRock Funds II | 1,024 | 191K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 1,013 | 189K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| AQR MS Fusion HV Fund AQR Funds | 1,001 | 186.7K $ | 0.32 % | as of Mar 31, 2026 ↗ |
| COMMONWEALTH REAL ESTATE SECURITIES FUND Commonwealth International Series Trust | 1,000 | 203.7K $ | 1.26 % | as of Apr 30, 2026 ↗ |
| Global Strategy Fund VALIC Co I | 998 | 203.4K $ | 0.08 % | as of Feb 28, 2026 ↗ |
| iShares MSCI Kokusai ETF iShares Trust | 966 | 196.8K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| MOA ALL AMERICA FUND MoA Funds Corp | 959 | 178.9K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| John Hancock U.S. High Dividend ETF John Hancock Exchange-Traded Fund Trust | 953 | 177.8K $ | 2.01 % | as of Mar 31, 2026 ↗ |
| Gotham Large Value Fund FundVantage Trust | 943 | 175.9K $ | 0.56 % | as of Mar 31, 2026 ↗ |
| Nova Fund Rydex Series Funds | 921 | 171.8K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Invesco Income Advantage U.S. Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 907 | 184.9K $ | 0.09 % | as of Feb 28, 2026 ↗ |
| Equity Income Fund RUSSELL INVESTMENT CO | 884 | 180.1K $ | 0.12 % | as of Apr 30, 2026 ↗ |
| Janus Henderson U.S. Real Estate ETF Janus Detroit Street Trust | 882 | 179.7K $ | 4.48 % | as of Apr 30, 2026 ↗ |
| S&P 500 2x Strategy Fund Rydex Dynamic Funds | 881 | 164.3K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust | 869 | 162.1K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| CYBER HORNET S&P 500 Index Funds | 862 | 160.8K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 815 | 166K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB | 810 | 1.4M SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| MFS Global Alternative Strategy Fund MFS Series Trust XV | 808 | 164.6K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| iShares Global Equity Factor ETF iShares Trust | 796 | 162.2K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS | 788 | 160.6K $ | 0.12 % | as of Feb 28, 2026 ↗ |
| BlackRock Advantage Large Cap Value Fund BlackRock Large Cap Series Funds, Inc. | 772 | 157.4K $ | 0.02 % | as of Feb 27, 2026 ↗ |
| Praxis Impact Large Cap Value ETF Praxis Funds | 759 | 141.6K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 752 | 153.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Virtus Duff & Phelps Real Estate Income ETF Virtus ETF Trust II | 750 | 152.8K $ | 3.99 % | as of Apr 30, 2026 ↗ |
| S&P 500 Fund Rydex Series Funds | 726 | 135.4K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST | 724 | 135K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Handelsbanken Global Index Core Handelsbanken Fonder AB | 722 | 1.3M SEK | 0.07 % | as of Mar 31, 2026 ↗ |
| Xtrackers Russell 1000 US Quality at a Reasonable Price ETF DBX ETF Trust | 703 | 143.3K $ | 0.20 % | as of Feb 27, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 698 | 130.2K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 690 | 128.7K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| ULTRABULL PROFUND ProFunds | 681 | 138.7K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust | 653 | 121.8K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc | 650 | 132.4K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| AMF LARGE CAP EQUITY FUND Asset Management Fund | 637 | 118.8K $ | 0.24 % | as of Mar 31, 2026 ↗ |
| NAA WORLD EQUITY INCOME New Age Alpha Funds Trust | 624 | 116.4K $ | 0.25 % | as of Mar 31, 2026 ↗ |
| THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. | 604 | 112.7K $ | 0.19 % | as of Mar 31, 2026 ↗ |
| AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 596 | 111.2K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| SPP Generation 40-tal Storebrand Asset Management AS | 594 | 1.1M SEK | 0.03 % | as of Mar 31, 2026 ↗ |
| Capital World Growth & Income Fund AMERICAN FUNDS INSURANCE SERIES | 587 | 109.5K $ | 0.01 % | as of Mar 31, 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 | 117.1K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| E*TRADE No Fee Large Cap Index Fund E Trade Trust | 574 | 116.9K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 566 | 115.4K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| American Conservative Values ETF ETF Opportunities Trust | 564 | 114.9K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Loomis Sayles High Income Opportunities Fund LOOMIS SAYLES FUNDS I | 557 | 103.9K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Loomis Sayles Institutional High Income Fund LOOMIS SAYLES FUNDS I | 544 | 101.5K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Loomis Sayles Strategic Alpha Fund Natixis Funds Trust II | 535 | 99.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| MML Managed Volatility Fund MML SERIES INVESTMENT FUND | 514 | 95.9K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Gotham Enhanced S&P 500 Index Fund FundVantage Trust | 508 | 94.8K $ | 0.41 % | as of Mar 31, 2026 ↗ |
| DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST | 500 | 101.9K $ | 0.11 % | as of Feb 28, 2026 ↗ |
| First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust | 492 | 91.8K $ | 0.57 % | as of Mar 31, 2026 ↗ |
| Real Estate Fund Rydex Variable Trust | 483 | 90.1K $ | 2.62 % | as of Mar 31, 2026 ↗ |
| Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds | 480 | 97.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Catalyst/Welton Advantage Multi-Strategy Fund MUTUAL FUND SERIES TRUST | 475 | 88.6K $ | 0.19 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust | 470 | 87.7K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Lazard Real Assets Portfolio LAZARD FUNDS INC | 465 | 86.7K $ | 1.38 % | as of Mar 31, 2026 ↗ |
| The ESG Growth Portfolio HC Capital Trust | 449 | 83.8K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| ProShares S&P 500 Ex-Energy ETF ProShares Trust | 433 | 88.3K $ | 0.12 % | as of Feb 28, 2026 ↗ |
| S&P 500 2x Strategy Fund Rydex Variable Trust | 433 | 80.8K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Stratified LargeCap Index ETF Exchange Listed Funds Trust | 433 | 80.8K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| VanEck Office and Commercial REIT ETF VanEck ETF Trust | 424 | 79.1K $ | 3.99 % | as of Mar 31, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 419 | 85.4K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra S&P 500 Equal Weight ProShares Trust | 418 | 85.2K $ | 0.15 % | as of Feb 28, 2026 ↗ |
| Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds | 411 | 76.7K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 410 | 83.5K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND | 408 | 76.1K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Rayliant Wilshire NxtGen US Large Cap Equity ETF ADVISORS' INNER CIRCLE III | 408 | 76.1K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Skandia Försiktig Skandia Fonder AB | 400 | 710.8K SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 381 | 77.6K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| SA Multi-Managed Large Cap Growth Portfolio SEASONS SERIES TRUST | 356 | 66.4K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| NAA LARGE GROWTH SERIES New Age Alpha Variable Funds Trust | 355 | 66.2K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Prudent Bear Fund Federated Hermes Equity Funds | 350 | 65.3K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Financial Services Fund Rydex Variable Trust | 349 | 65.1K $ | 0.78 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS | 347 | 70.7K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 340 | 69.3K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| The Catholic SRI Growth Portfolio HC Capital Trust | 332 | 61.9K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III | 323 | 60.2K $ | 0.13 % | as of Mar 31, 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