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Simon Property Group

1,295 hedge funds and large institutions have $54.5B invested in Simon Property Group in 2026 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 506 increasing their positions, 442 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: 89.93%89.97% (+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
1,295
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
LFIA
326
Legacy Financial Independent Advisors
Kentucky
$5.45M
Wealth Enhancement Advisory Services
327
Wealth Enhancement Advisory Services
Minnesota
$5.44M
CGH
328
Crossmark Global Holdings
Texas
$5.42M
VU
329
Vanderbilt University
Tennessee
$5.39M
Cambridge Investment Research Advisors
330
Cambridge Investment Research Advisors
Iowa
$5.32M
AF
331
Avanza Fonder
Sweden
$5.3M
WC
332
Waterloo Capital
Texas
$5.27M
OC
333
Oppenheimer & Co
New York
$5.24M
Jacobs Levy Equity Management
334
Jacobs Levy Equity Management
New Jersey
$5.18M
Rafferty Asset Management
335
Rafferty Asset Management
New York
$5.18M
TC
336
Truvestments Capital
Florida
$5.14M
CAPTRUST Financial Advisors
337
CAPTRUST Financial Advisors
North Carolina
$5.11M
NW
338
Naviter Wealth
Arkansas
$5.08M
IAN
339
Integrated Advisors Network
Texas
$4.97M
JVBC
340
J.V. Bruni & Co
Colorado
$4.94M
UBS AM
341
UBS AM
Illinois
$4.92M
SIA
342
Soltis Investment Advisors
Utah
$4.91M
CI Investments Inc
343
CI Investments Inc
Ontario, Canada
$4.83M
GIBU
344
Gulf International Bank (UK)
United Kingdom
$4.71M
PAG
345
Private Advisor Group
New Jersey
$4.64M
Federated Hermes
346
Federated Hermes
Pennsylvania
$4.51M
GIC
347
Generali Investments CEE
Czech Republic
$4.5M
TRSOTSOK
348
Teachers Retirement System of the State of Kentucky
Kentucky
$4.48M
RWP
349
RWA Wealth Partners
Massachusetts
$4.44M
VVP
350
Venture Visionary Partners
Ohio
$4.42M