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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
IAS
1226
IMA Advisory Services
Colorado
$7.09K
SC
1227
SouthState Corp
Florida
$6.9K
PSFG
1228
Park Square Financial Group
Georgia
$6.9K
MSFP
1229
Mark Sheptoff Financial Planning
Connecticut
$6.27K
BCWM
1230
Bartlett & Co Wealth Management
Ohio
$6.25K
BFS
1231
Bare Financial Services
Pennsylvania
$5.78K
NWM
1232
Nova Wealth Management
Florida
$5.77K
SWIM
1233
Smallwood Wealth Investment Management
New Jersey
$5.59K
SIC
1234
SJS Investment Consulting
Ohio
$5.43K
CTB
1235
Country Trust Bank
Illinois
$5.41K
FG
1236
Fairman Group
Pennsylvania
$5.22K
AA
1237
Addison Advisors
Vermont
$5.22K
IW
1238
Imprint Wealth
South Carolina
$5.22K
SIS
1239
Strategic Investment Solutions
Illinois
$5.14K
ANBT
1240
American National Bank & Trust
Texas
$4.85K
IBOK
1241
Independence Bank of Kentucky
Kentucky
$4.66K
CBT
1242
Crews Bank & Trust
Florida
$4.66K
RWM
1243
Rialto Wealth Management
New York
$4.48K
BH
1244
Burk Holdings
Oklahoma
$4.48K
PIS
1245
POM Investment Strategies
North Carolina
$4.29K
RTL
1246
Red Tortoise LLC
Georgia
$4.29K
RWS
1247
Retirement Wealth Solutions
Wisconsin
$4.23K
AIC
1248
Archer Investment Corporation
Indiana
$4.12K
HPC
1249
HM Payson & Co
Maine
$4.1K
SWP
1250
Strategic Wealth Partners
Ohio
$4.08K