SPG icon

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
FM
526
Family Management
New York
$1.57M
AIA
527
Affinity Investment Advisors
California
$1.55M
CFP
528
Cascade Financial Partners
California
$1.54M
HWM
529
HB Wealth Management
Georgia
$1.54M
Vontobel Holding
530
Vontobel Holding
Switzerland
$1.51M
EWA
531
Emergent Wealth Advisors
New York
$1.51M
GI
532
GAMMA Investing
California
$1.5M
PWM
533
Perigon Wealth Management
California
$1.48M
BFC
534
Bedel Financial Consulting
Indiana
$1.44M
LWAM
535
Legacy Wealth Asset Management
Minnesota
$1.44M
BIG
536
Brooklyn Investment Group
New York
$1.42M
WPC
537
Wedmont Private Capital
Pennsylvania
$1.41M
AAM
538
Advisors Asset Management
Colorado
$1.41M
FRA
539
Frank Rimerman Advisors
California
$1.4M
VT
540
Vise Technologies
New York
$1.39M
PA
541
Pinnacle Associates
New York
$1.39M
CWIG
542
Chung Wu Investment Group
Texas
$1.39M
CIS
543
Capital International Sarl
California
$1.39M
ECM
544
Everence Capital Management
Indiana
$1.36M
KeyBank National Association
545
KeyBank National Association
Ohio
$1.36M
QI
546
Qtron Investments
Massachusetts
$1.36M
Assenagon Asset Management
547
Assenagon Asset Management
Luxembourg
$1.35M
CAM
548
Chesapeake Asset Management
New York
$1.34M
ECM
549
Evergreen Capital Management
Washington
$1.34M
YLHM
550
Yelin Lapidot Holdings Management
Israel
$1.33M