We are live on ! Find out more
SPG icon

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
SWIM
1301
Smallwood Wealth Investment Management
New Jersey
$4.47K -$2.06K -10 -33%
CTB
1302
Country Trust Bank
Illinois
$4.47K -$1.85K -9 -31%
SWP
1303
Strategic Wealth Partners
Ohio
$4.47K -$412 -2 -9%
CWP
1304
Clark Wealth Partners
Illinois
$4.47K
HEIP
1305
Hudson Edge Investment Partners
New Jersey
$4.25K -$8.22M -39,962 -100%
MWA
1306
Medallion Wealth Advisors
Connecticut
$4.06K +$206 +1 +6%
GIM
1307
Groesbeck Investment Management
New Jersey
$4K
CAM
1308
Costello Asset Management
Pennsylvania
$3.8K
DWM
1309
Darwin Wealth Management
Florida
$3.8K
PWAM
1310
Private Wealth Asset Management
Iowa
$3.58K
STB
1311
S&T Bank
Pennsylvania
$3.58K
GA
1312
GoalVest Advisory
New York
$3.58K +$3.29K +16 New
IBOK
1313
Independence Bank of Kentucky
Kentucky
$3.35K -$2.06K -10 -40%
NRG
1314
Nemes Rush Group
Michigan
$3.35K
Q1WB
1315
Quest 10 Wealth Builders
Virginia
$3.35K
ACA
1316
American Capital Advisory
Idaho
$3.35K +$206 +1 +7%
OAJ
1317
Ogorek Anthony Joseph
New York
$3K
GSEP
1318
Golden State Equity Partners
California
$2.91K -$1.95M -9,458 -100%
NL
1319
NVWM LLC
Pennsylvania
$2.91K +$206 +1 +8%
AF
1320
Alerus Financial
North Dakota
$2.68K
GWM
1321
Gilpin Wealth Management
Colorado
$2.68K
CIAS
1322
CBIZ Investment Advisory Services
Ohio
$2.61K
TCA
1323
Trifecta Capital Advisors
Illinois
$2.46K +$2.26K +11 New
MWM
1324
Mascoma Wealth Management
New Hampshire
$2.46K
RWM
1325
RMG Wealth Management
Wisconsin
$2.43K

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.