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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
SR
1151
Swiss Re
Switzerland
$20.3K
LAS
1152
Lloyd Advisory Services
Georgia
$20.3K
KFG
1153
Kingdom Financial Group
Arizona
$20.3K
AFC
1154
Ares Financial Consulting
California
$20.1K
AW
1155
Avion Wealth
Texas
$20K
WIM
1156
Westside Investment Management
California
$19.2K
BDPWM
1157
Barnes Dennig Private Wealth Management
Ohio
$19K
MO
1158
McMillan Office
Michigan
$19K
RFG
1159
REAP Financial Group
Texas
$18.9K
HNW
1160
High Note Wealth
Minnesota
$18.8K
WOSD
1161
WFA of San Diego
California
$18.7K
DPW
1162
DiNuzzo Private Wealth
Pennsylvania
$18.7K
WB
1163
Webster Bank
Connecticut
$18.7K
FUBT
1164
First United Bank & Trust
Maryland
$18.7K
B
1165
Bayban
Minnesota
$18.7K
PCFFS
1166
Pacific Center for Financial Services
California
$18.5K
FMP
1167
Financial Management Professionals
Texas
$17.9K
JWM
1168
JPL Wealth Management
Colorado
$17.2K
SIM
1169
Synergy Investment Management
Florida
$17.2K
OCM
1170
Osbon Capital Management
Massachusetts
$17K
WCM
1171
Westend Capital Management
California
$16.4K
PWA
1172
Physician Wealth Advisors
Utah
$16.2K
C
1173
Covestor
United Kingdom
$16K
PB
1174
Pinnacle Bancorp
Nebraska
$14.9K
MMCM
1175
Murphy & Mullick Capital Management
New York
$14.9K