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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
AFG
601
Atomi Financial Group
New York
$998K
CIS
602
Custom Index Systems
New York
$987K
GCA
603
Genesee Capital Advisors
New York
$980K
FTWA
604
Fifth Third Wealth Advisors
Ohio
$971K
PCP
605
Perbak Capital Partners
United Kingdom
$968K
RCM
606
Radnor Capital Management
Pennsylvania
$949K
TA
607
TrueWealth Advisors
Alabama
$944K
EI
608
Ellevest Inc
New York
$943K
AAI
609
American Assets Inc
California
$933K
OAM
610
Oppenheimer Asset Management
New York
$931K
WIA
611
World Investment Advisors
California
$929K
VA
612
VestGen Advisors
Illinois
$924K
GFM
613
GF Fund Management
China
$921K
BP
614
Ballentine Partners
Massachusetts
$919K
SAM
615
Smartleaf Asset Management
Massachusetts
$907K
TWC
616
TD Waterhouse Canada
Ontario, Canada
$904K
CCP
617
Clough Capital Partners
Massachusetts
$895K
MCA
618
MSH Capital Advisors
Arizona
$893K
TGAM
619
TBH Global Asset Management
Tennessee
$893K
HPG
620
Harvest Portfolios Group
Ontario, Canada
$882K
CI
621
CacheTech Inc
Utah
$880K
BFS
622
Bradley Foster & Sargent
Connecticut
$878K
PWMAG
623
Pinnacle Wealth Management Advisory Group
New Jersey
$875K
CCA
624
Checchi Capital Advisers
California
$875K
AFCM
625
Applied Finance Capital Management
Puerto Rico
$871K