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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
CIA
901
Cladis Investment Advisory
Montana
$280K
LC
902
Lavaca Capital
Texas
$280K
MWM
903
Meridian Wealth Management
Kentucky
$280K
AWA
904
Alta Wealth Advisors
Massachusetts
$279K
CI
905
Conning Inc
Connecticut
$279K
HCMG
906
Howard Capital Management Group
California
$278K
SQA
907
Simon Quick Advisors
New Jersey
$277K
PA
908
Promethium Advisors
Maryland
$277K
OAM
909
Ostrum Asset Management
France
$277K
SDWIA
910
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$274K
MPAM
911
Murphy Pohlad Asset Management
Minnesota
$273K
AWAU
912
Alliance Wealth Advisors (Utah)
Utah
$273K
MPWT
913
MassMutual Private Wealth & Trust
Connecticut
$273K
WT
914
Washington Trust
Rhode Island
$271K
MCI
915
MRP Capital Investments
Georgia
$270K
SOW
916
State of Wyoming
Wyoming
$270K
PFT
917
Providence First Trust
Arizona
$269K
HI
918
Harbour Investments
Wisconsin
$269K
CWM
919
Calamos Wealth Management
Illinois
$268K
Calamos Advisors
920
Calamos Advisors
Illinois
$268K
1C
921
111 Capital
France
$267K
EV
922
EJMK Ventures
Illinois
$264K
BIA
923
Barry Investment Advisors
Massachusetts
$264K
PWM
924
Purus Wealth Management
California
$264K
PFBT
925
Parkside Financial Bank & Trust
Missouri
$260K