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
QWM
1326
Quaker Wealth Management
New Jersey
$2.24K
WTA
1327
Washington Trust Advisors
Massachusetts
$2.01K
ECA
1328
Elevated Capital Advisors
Utah
$1.79K
FIM
1329
FWL Investment Management
Texas
$1.79K +$1.65K +8 New
NAMP
1330
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.61K +$1.44K +7 New
ADL
1331
Asset Dedication LLC
California
$1.34K +$617 +3 +100%
TBFA
1332
Three Bearings Fiduciary Advisors
New Hampshire
$1.12K
SRCM
1333
Signature Resources Capital Management
California
$1.12K
POIA
1334
Pin Oak Investment Advisors
Texas
$1K +$1.24K +6 New
PWA
1335
Provenance Wealth Advisors
Florida
$895 +$823 +4 New
SFCL
1336
Strengthening Families & Communities LLC
Massachusetts
$895 +$823 +4 New
CCWM
1337
Cassaday & Co Wealth Management
Virginia
$671 -$1.24K -6 -67%
BIM
1338
Breakwater Investment Management
Washington
$671
T
1339
Tidemark
California
$671
MWM
1340
Mosley Wealth Management
California
$671 +$617 +3 New
BCV
1341
Banque Cantonale Vaudoise
Switzerland
$462 -$247K -1,201 -37%
3FI
1342
3 Factor Indexing
California
$448
GFA
1343
Godfrey Financial Associates
New York
$447
RJA
1344
Ross\Johnson & Associates
Minnesota
$447 +$206 +1 +100%
SHIM
1345
Stone House Investment Management
Pennsylvania
$447 +$206 +1 +100%
BWS
1346
Buck Wealth Strategies
Colorado
$447 +$412 +2 New
DF
1347
Downshift Financial
Colorado
$447 +$412 +2 New
RPA
1348
Redwood Park Advisors
California
$224
HIA
1349
Highland Investment Advisors
Florida
$224 +$206 +1 New
KFG
1350
Kingdom Financial Group
Arizona
$202 -$22.2K -108 -99%

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.