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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
WCA
726
Westover Capital Advisors
Delaware
$560K
MA
727
Mutual Advisors
Nebraska
$556K
DWP
728
Daymark Wealth Partners
Ohio
$554K
TC
729
TownSquare Capital
Utah
$553K
MSWMA
730
Market Street Wealth Management Advisors
Indiana
$550K
TCWA
731
Turtle Creek Wealth Advisors
Texas
$549K
KIM
732
Kestra Investment Management
Texas
$548K
OWP
733
ORG Wealth Partners
Texas
$547K
FC
734
Fulcrum Capital
Washington
$546K
MWA
735
MFA Wealth Advisors
Pennsylvania
$543K
CAS
736
CTC Alternative Strategies
Illinois
$541K
AP
737
Advisors Preferred
Maryland
$539K
PFPG
738
Pinnacle Financial Partners (Georgia)
Georgia
$530K
JRPIM
739
Journey Retirement Planning & Investment Management
Idaho
$529K
IA
740
IFP Advisors
Florida
$528K
MCA
741
Magnolia Capital Advisors
Mississippi
$528K
EW
742
Element Wealth
Mississippi
$526K
WG
743
Winton Group
United Kingdom
$522K
GFP
744
Gryphon Financial Partners
Ohio
$522K
CAMG
745
CWA Asset Management Group
Florida
$519K
WCM
746
WealthBridge Capital Management
Ohio
$517K
AG
747
Ascent Group
Virginia
$514K
WAP
748
Wealthcare Advisory Partners
Pennsylvania
$512K
IC
749
IEQ Capital
California
$508K
CPIG
750
Chicago Partners Investment Group
Illinois
$506K