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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
DMBA
776
Deseret Mutual Benefit Administrators
Utah
$463K
DT
777
Diversified Trust
Tennessee
$460K
KFP
778
KMG Fiduciary Partners
Ohio
$453K
MCM
779
Manchester Capital Management
Vermont
$450K
RSWM
780
Robertson Stephens Wealth Management
California
$448K
BRWA
781
B. Riley Wealth Advisors
Florida
$448K
RPC
782
Rossmore Private Capital
Connecticut
$448K
SCP
783
Silverleafe Capital Partners
Tennessee
$448K
AWM
784
Affinity Wealth Management
Delaware
$442K
CCP
785
Carmel Capital Partners
California
$442K
SW
786
SMART Wealth
Nebraska
$442K
OWA
787
Octavia Wealth Advisors
Ohio
$441K
PI
788
PFG Investments
New York
$437K
GL
789
GHE LLC
Tennessee
$437K
RCAG
790
Rehmann Capital Advisory Group
Michigan
$434K
MJRIC
791
Mogy Joel R Investment Counsel
California
$434K
PFC
792
Phocas Financial Corp
California
$428K
MAM
793
Martingale Asset Management
Massachusetts
$426K
BFA
794
Bragg Financial Advisors
North Carolina
$425K
OTPPB
795
Ontario Teachers' Pension Plan Board
Ontario, Canada
$423K
PWPS
796
Pinnacle Wealth Planning Services
Ohio
$423K
KFS
797
Kaizen Financial Strategies
California
$422K
SW
798
Simplicity Wealth
New Jersey
$422K
HH
799
Hilltop Holdings
Texas
$420K
WSFS
800
Wilmington Savings Fund Society
Delaware
$417K