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Simon Property Group

1,352 hedge funds and large institutions have $67.4B invested in Simon Property Group in 2026 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 514 increasing their positions, 461 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 92

24% more capital invested

Capital invested by funds: $54.5B → $67.4B (+$12.9B)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

11% more repeat investments, than reductions

Existing positions increased: 514 | Existing positions reduced: 461

3% more funds holding

Funds holding: 1,3081,352 (+44)

3.03% more ownership

Funds ownership: 90%93.03% (+3%)

22% less call options, than puts

Call options by funds: $370M | Put options by funds: $476M

Holders
1,352
Holders Change
+44
Holders Change %
+3.36%
% of All Funds
16.33%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.31%
New
164
Increased
514
Reduced
461
Closed
92
Calls
$370M
Puts
$476M
Net Calls
-$107M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1276
Rialto Wealth Management
New York
$6.93K +$1.44K +7 +29%
MSFP
1277
Mark Sheptoff Financial Planning
Connecticut
$6.93K
AG
1278
AmeriFlex Group
Nevada
$6.93K +$5.35K +26 +520%
NB
1279
NBH Bank
Colorado
$6.93K +$6.38K +31 New
NWM
1280
Nova Wealth Management
Florida
$6.92K
PSFG
1281
Park Square Financial Group
Georgia
$6.71K -$1.44K -7 -19%
AA
1282
Addison Advisors
Vermont
$6.27K
IAS
1283
IMA Advisory Services
Colorado
$6.26K -$2.06K -10 -26%
FG
1284
Fairman Group
Pennsylvania
$6.26K
IW
1285
Imprint Wealth
South Carolina
$6.26K
SIS
1286
Strategic Investment Solutions
Illinois
$6.23K
PMFA
1287
Plante Moran Financial Advisors
Michigan
$6.04K +$5.56K +27 New
SIC
1288
SJS Investment Consulting
Ohio
$5.63K -$823 -4 -14%
CBT
1289
Crews Bank & Trust
Florida
$5.59K
DCM
1290
Davis Capital Management
Florida
$5.59K +$1.24K +6 +32%
BH
1291
Burk Holdings
Oklahoma
$5.37K
MIM
1292
Marshall Investment Management
Colorado
$5.37K +$4.94K +24 New
CFB
1293
Cullen/Frost Bankers
Texas
$5.25K -$25.3K -123 -84%
PIS
1294
POM Investment Strategies
North Carolina
$5.14K
MAM
1295
Morse Asset Management
Connecticut
$5.14K +$2.26K +11 +92%
RWS
1296
Retirement Wealth Solutions
Wisconsin
$5.08K
TFGT
1297
TS Financial Group (TSFG)
Illinois
$5K +$4.53K +22 New
AIC
1298
Archer Investment Corporation
Indiana
$4.99K
HPC
1299
HM Payson & Co
Maine
$4.92K
PS
1300
Planning Strategies
Pennsylvania
$4.7K +$4.32K +21 New

SPG Hedge Fund Activity: Q2 2026 in Review

1,352 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2026, worth a combined $67.4B — up 24% from $54.5B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new SPG positions and 92 closed out — a net gain of 72 holders — while 514 added to existing stakes and 461 trimmed.

The largest buyer was Vanguard Portfolio Management, adding an estimated $984M. The largest seller was JP Morgan Chase, cutting an estimated $287M.

  • 1,352 institutional investors held Simon Property Group (SPG) as of Q2 2026, up from 1,308 in Q1 2026.
  • Funds reported $67.4B of Simon Property Group stock for Q2 2026, up 24% quarter-over-quarter.
  • 164 funds opened new Simon Property Group positions in Q2 2026 and 92 closed out, a net change of +72 holders.
  • The largest Simon Property Group buyer in Q2 2026 was Vanguard Portfolio Management, an estimated $984M added.
  • The largest Simon Property Group seller in Q2 2026 was JP Morgan Chase, an estimated $287M sold.

Based on aggregated 13F filings for Q2 2026.