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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
KWM
1001
Keebeck Wealth Management
Illinois
$211K
SW
1002
SteelPeak Wealth
California
$211K
CIC
1003
Carnegie Investment Counsel
Ohio
$210K
JSA
1004
Jacobson & Schmitt Advisors
Wisconsin
$210K
GWCM
1005
Godshalk Welsh Capital Management
Pennsylvania
$210K
APM
1006
a16z Perennial Management
California
$209K
VEA
1007
Virtus ETF Advisers
New York
$209K
APWM
1008
Argonautica Private Wealth Management
Massachusetts
$209K
WDC
1009
Woodward Diversified Capital
California
$209K
ICP
1010
Interchange Capital Partners
Pennsylvania
$208K
BWM
1011
BAM Wealth Management
Colorado
$207K
GSWM
1012
Greenup Street Wealth Management
Michigan
$207K
ACP
1013
Argyle Capital Partners
California
$206K
DCM
1014
DGS Capital Management
New Jersey
$205K
OFAL
1015
Orographic Financial Advisors, LLC
Colorado
$204K
JC
1016
JB Capital
Connecticut
$203K
CF
1017
Centaurus Financial
California
$203K
DE
1018
Defiance ETFs
New York
$202K
TCM
1019
Triumph Capital Management
Colorado
$201K
ATC
1020
Argent Trust Co
Tennessee
$200K
CH
1021
Cromwell Holdings
Wyoming
$199K
FFA
1022
First Foundation Advisors
California
$198K
TFM
1023
TFC Financial Management
Massachusetts
$197K
TPWA
1024
Twin Peaks Wealth Advisors
California
$196K
AAP
1025
Arax Advisory Partners
Colorado
$193K