SPG icon

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
TAR
1126
Trask Adam Roland
$37.3K
BGAI
1127
Bruce G. Allen Investments
Colorado
$36K
FCAS
1128
First Command Advisory Services
Texas
$36K
GKIM
1129
GW&K Investment Management
Massachusetts
$35K
NECFA
1130
New England Capital Financial Advisors
Connecticut
$34.3K
DWP
1131
Destiny Wealth Partners
Florida
$33K
KFAS
1132
Keating Financial Advisory Services
Kansas
$32.8K
DWM
1133
Dogwood Wealth Management
Kansas
$31.9K
AP
1134
Atwood & Palmer
Missouri
$30.4K
CAN
1135
Capital Advisor Network
Indiana
$29.5K
TCOT
1136
Trust Company of Toledo
Ohio
$28.9K
AT
1137
Arlington Trust
Alabama
$28.7K
CPG
1138
Cornerstone Planning Group
New Jersey
$28.1K
BWAM
1139
Boyd Watterson Asset Management
Ohio
$28K
CFB
1140
Cullen/Frost Bankers
Texas
$27.2K
TWD
1141
True Wealth Design
Ohio
$26.7K
WA
1142
WPG Advisers
Maryland
$24.1K
AWM
1143
Abound Wealth Management
Tennessee
$23.8K
HFS
1144
Hughes Financial Services
Virginia
$23.5K
NF
1145
Napier Financial
Massachusetts
$23.5K
WETS
1146
Wealth Enhancement Trust Services
South Dakota
$23.3K
KAS
1147
Kemnay Advisory Services
New York
$23.3K
SEP
1148
Signature Equity Partners
Ohio
$22.6K
DSC
1149
Duncker Streett & Co
Missouri
$21.8K
PPC
1150
Park Place Capital
Alabama
$21.3K