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Simon Property Group

1,301 hedge funds and large institutions have $54.5B invested in Simon Property Group in 2026 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 508 increasing their positions, 445 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 84

14% more repeat investments, than reductions

Existing positions increased: 508 | Existing positions reduced: 445

1% more funds holding

Funds holding: 1,2861,301 (+15)

0% more capital invested

Capital invested by funds: $54.3B → $54.5B (+$184M)

0.04% more ownership

Funds ownership: 89.94%89.99% (+0.04%)

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

29% less call options, than puts

Call options by funds: $313M | Put options by funds: $440M

Holders
1,301
Holders Change
+15
Holders Change %
+1.17%
% of All Funds
16.02%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.28%
New
121
Increased
508
Reduced
445
Closed
84
Calls
$313M
Puts
$440M
Net Calls
-$127M
Net Calls Change
+$32.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$6.87B -$84.6M -443,741 -1%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$4.31B +$4.4B +23,098,132 New
State Street
3
State Street
Massachusetts
$3.9B -$106M -554,345 -3%
VCM
4
Vanguard Capital Management
Pennsylvania
$3.84B +$3.92B +20,573,701 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.01B +$48.3M +253,036 +2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.71B +$230M +1,207,755 +15%
Capital World Investors
7
Capital World Investors
California
$1.69B +$83.9M +439,911 +5%
Bank of America
8
Bank of America
North Carolina
$1.59B +$93.7M +491,519 +6%
Cohen & Steers
9
Cohen & Steers
New York
$1.1B -$92.3M -484,256 -8%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.03B -$123M -643,973 -10%
Morgan Stanley
11
Morgan Stanley
New York
$1.01B -$302K -1,581 -0%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$939M +$538M +2,819,401 +127%
Northern Trust
13
Northern Trust
Illinois
$933M -$11.3M -59,247 -1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$859M +$20.1M +105,524 +2%
Charles Schwab
15
Charles Schwab
California
$797M +$5.51M +28,914 +0.7%
Legal & General Group
16
Legal & General Group
United Kingdom
$688M -$18.1M -94,740 -3%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$666M -$2.78M -14,579 -0.4%
Goldman Sachs
18
Goldman Sachs
New York
$635M +$185M +970,432 +40%
Invesco
19
Invesco
Georgia
$605M -$14.1M -74,001 -2%
N
20
Nuveen
North Carolina
$536M -$158M -828,423 -22%
Principal Financial Group
21
Principal Financial Group
Iowa
$484M -$50.3M -263,589 -9%
Deutsche Bank
22
Deutsche Bank
Germany
$456M -$33.3M -174,618 -7%
Boston Partners
23
Boston Partners
Massachusetts
$429M -$19.3M -100,970 -4%
Canada Pension Plan Investment Board
24
Canada Pension Plan Investment Board
Ontario, Canada
$412M +$227M +1,190,655 +117%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$388M -$7.51M -39,373 -2%