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Simon Property Group

1,301 hedge funds and large institutions have $54.5B invested in Simon Property Group in 2026 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 508 increasing their positions, 445 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: 89.94%89.99% (+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
1,301
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
ATC
1226
Adirondack Trust Company
New York
$7.46K
NEWAS
1227
N.E.W. Advisory Services
Wisconsin
$7.46K
IWM
1228
IMG Wealth Management
Florida
$7.09K
IAS
1229
IMA Advisory Services
Colorado
$7.09K
JGIA
1230
Jackson Grant Investment Advisers
Connecticut
$7.09K
SC
1231
SouthState Corp
Florida
$6.9K
PSFG
1232
Park Square Financial Group
Georgia
$6.9K
MSFP
1233
Mark Sheptoff Financial Planning
Connecticut
$6.27K
BCWM
1234
Bartlett & Co Wealth Management
Ohio
$6.25K
BFS
1235
Bare Financial Services
Pennsylvania
$5.78K
NWM
1236
Nova Wealth Management
Florida
$5.77K
SWIM
1237
Smallwood Wealth Investment Management
New Jersey
$5.59K
SIC
1238
SJS Investment Consulting
Ohio
$5.43K
CTB
1239
Country Trust Bank
Illinois
$5.41K
AA
1240
Addison Advisors
Vermont
$5.22K
FG
1241
Fairman Group
Pennsylvania
$5.22K
IW
1242
Imprint Wealth
South Carolina
$5.22K
SIS
1243
Strategic Investment Solutions
Illinois
$5.14K
ANBT
1244
American National Bank & Trust
Texas
$4.85K
IBOK
1245
Independence Bank of Kentucky
Kentucky
$4.66K
CBT
1246
Crews Bank & Trust
Florida
$4.66K
RWM
1247
Rialto Wealth Management
New York
$4.48K
BH
1248
Burk Holdings
Oklahoma
$4.48K
PIS
1249
POM Investment Strategies
North Carolina
$4.29K
RTL
1250
Red Tortoise LLC
Georgia
$4.29K