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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
BCM
351
Brookstone Capital Management
Illinois
$4.39M
VWM
352
Vertrix Wealth Management
Michigan
$4.35M
FG
353
Fiduciary Group
Georgia
$4.31M
ASN
354
Advisory Services Network
Georgia
$4.28M
VA
355
Vident Advisory
Georgia
$4.26M
JSSH
356
J. Safra Sarasin Holding
$4.22M
HI
357
Horizon Investments
North Carolina
$4.19M
EP
358
Edgestream Partners
New Jersey
$4.18M
Carson Wealth (CWM LLC)
359
Carson Wealth (CWM LLC)
Nebraska
$4.15M
BWM
360
Benson Wealth Management
Tennessee
$4.12M
SA
361
SAM Advisors
California
$4.11M
OTL
362
Oak Thistle LLC
New York
$4.07M
YC
363
Yarbrough Capital
Tennessee
$4.01M
BC
364
Burney Company
Virginia
$4M
QT
365
Quantbot Technologies
New York
$3.99M
BSL
366
Blue Sparrow LLC
Delaware
$3.97M
MPIM
367
McGinn Penninger Investment Management
Virginia
$3.96M
Two Sigma Investments
368
Two Sigma Investments
New York
$3.94M
AI
369
Atria Investments
North Carolina
$3.91M
KRS
370
Kentucky Retirement Systems
Kentucky
$3.9M
WC
371
Whitney & Co
New York
$3.89M
OAC
372
OMERS Administration Corp
Ontario, Canada
$3.81M
MB
373
MidFirst Bank
Oklahoma
$3.79M
DSCM
374
Del-Sette Capital Management
New York
$3.77M
PFS
375
Prospera Financial Services
Texas
$3.74M