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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
WA
651
Waverly Advisors
Alabama
$769K
DWT
652
Dorsey & Whitney Trust
South Dakota
$769K
CWP
653
CFM Wealth Partners
Texas
$757K
AWM
654
AE Wealth Management
Kansas
$752K
ACM
655
Advisors Capital Management
New Jersey
$751K
MWM
656
Manske Wealth Management
Texas
$743K
SGI
657
Summit Global Investments
Utah
$741K
PPWP
658
Premier Path Wealth Partners
New Jersey
$739K
BIA
659
Beacon Investment Advisors
Maryland
$739K
SIA
660
SkyView Investment Advisors
New Jersey
$737K
IA
661
Inspire Advisors
Idaho
$732K
EWA
662
Exencial Wealth Advisors
Oklahoma
$731K
GS
663
GWN Securities
Florida
$726K
SB
664
Strategic Blueprint
Georgia
$724K
AW
665
Alteri Wealth
California
$724K
NA
666
NewEdge Advisors
Louisiana
$724K
IWM
667
IHT Wealth Management
Illinois
$723K
SCM
668
Shelton Capital Management
Colorado
$720K
PCA
669
Purkiss Capital Advisors
Connecticut
$719K
SVWAG
670
Sound View Wealth Advisors Group
Georgia
$714K
GCM
671
GKV Capital Management
California
$713K
LAM
672
L2 Asset Management
Massachusetts
$711K
TFA
673
Tobias Financial Advisors
Florida
$705K
PCIA
674
Prime Capital Investment Advisors
Kansas
$696K
RCI
675
RS Crum Inc
California
$695K