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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
JEST
1076
JTC Employer Solutions Trustee
Jersey
$77K
CAL
1077
Capital Advisors Ltd
Ohio
$77K
FFC
1078
First Financial Corp
Indiana
$74.6K
GBT
1079
Grove Bank & Trust
Florida
$73.3K
ITIM
1080
Indiana Trust & Investment Management
Indiana
$72.7K
AEPWM
1081
Atlantic Edge Private Wealth Management
Florida
$69.9K
AUB
1082
Atlantic Union Bankshares
Virginia
$67.7K
CFD
1083
Creative Financial Designs
Indiana
$67.3K
RFP
1084
Root Financial Partners
California
$67.2K
GWM
1085
Geneos Wealth Management
Colorado
$66.8K
GJIA
1086
Glass Jacobson Investment Advisors
Maryland
$66.2K
KA
1087
Kozak & Associates
Colorado
$65.2K
GSWM
1088
Golden State Wealth Management
California
$64.7K
TF
1089
Tompkins Financial
New York
$64.2K
EB
1090
Eastern Bank
Massachusetts
$63.6K
SC
1091
Stance Capital
Massachusetts
$63.4K
AIM
1092
Anchor Investment Management
South Carolina
$62.3K
CA
1093
Centerpoint Advisors
Massachusetts
$61K
UCB
1094
United Community Bank
South Carolina
$60.8K
FC
1095
Fairscale Capital
New Hampshire
$60.4K
EWM
1096
Evolution Wealth Management
Florida
$59.1K
FFL
1097
Financial Freedom LLC
Ohio
$59K
CT
1098
Colonial Trust
South Carolina
$58.9K
DAM
1099
Delta Asset Management
Tennessee
$57.8K
EDRH
1100
Edmond de Rothschild Holding
Switzerland
$57.8K