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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$313M
Puts
$440M
Net Calls
Net Calls Change

Top Sellers

1 -$158M
2 -$123M
3 -$106M
4
Cohen & Steers
Cohen & Steers
New York
-$92.3M
5
BlackRock
BlackRock
New York
-$84.6M
Name Holding Trade Value Shares
Change
Change in
Stake
STA
326
Summit Trail Advisors
New York
$5.65M
RCA
327
Riverview Capital Advisers
Massachusetts
$5.51M
LFIA
328
Legacy Financial Independent Advisors
Kentucky
$5.45M
Wealth Enhancement Advisory Services
329
Wealth Enhancement Advisory Services
Minnesota
$5.44M
CGH
330
Crossmark Global Holdings
Texas
$5.42M
VU
331
Vanderbilt University
Tennessee
$5.39M
Cambridge Investment Research Advisors
332
Cambridge Investment Research Advisors
Iowa
$5.32M
AF
333
Avanza Fonder
Sweden
$5.3M
WC
334
Waterloo Capital
Texas
$5.27M
OC
335
Oppenheimer & Co
New York
$5.24M
Jacobs Levy Equity Management
336
Jacobs Levy Equity Management
New Jersey
$5.18M
Rafferty Asset Management
337
Rafferty Asset Management
New York
$5.18M
TC
338
Truvestments Capital
Florida
$5.14M
CAPTRUST Financial Advisors
339
CAPTRUST Financial Advisors
North Carolina
$5.11M
NW
340
Naviter Wealth
Arkansas
$5.08M
IAN
341
Integrated Advisors Network
Texas
$4.97M
JVBC
342
J.V. Bruni & Co
Colorado
$4.94M
UBS AM
343
UBS AM
Illinois
$4.92M
SIA
344
Soltis Investment Advisors
Utah
$4.91M
CI Investments Inc
345
CI Investments Inc
Ontario, Canada
$4.83M
GIBU
346
Gulf International Bank (UK)
United Kingdom
$4.71M
PAG
347
Private Advisor Group
New Jersey
$4.64M
Federated Hermes
348
Federated Hermes
Pennsylvania
$4.51M
GIC
349
Generali Investments CEE
Czech Republic
$4.5M
TRSOTSOK
350
Teachers Retirement System of the State of Kentucky
Kentucky
$4.48M