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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
BHCM
1401
Brevan Howard Capital Management
Jersey
-$367K -1,965 Closed
LOAMU
1402
Lombard Odier Asset Management (USA)
New York
-$350K -1,702 Closed
LWM
1403
LJI Wealth Management
Indiana
-$298K -1,599 Closed
MC
1404
Machina Capital
France
-$298K -1,596 Closed
SOW
1405
State of Wyoming
Wyoming
-$270K -1,446 Closed
Calamos Advisors
1406
Calamos Advisors
Illinois
-$268K -1,439 Closed
1C
1407
111 Capital
France
-$267K -1,429 Closed
LI
1408
Lafayette Investments
Maryland
-$256K -1,375 Closed
PFM
1409
Patton Fund Management
Texas
-$253K -1,355 Closed
CFM
1410
Catalyst Funds Management
Australia
-$250K -1,338 Closed
BGDI
1411
BW Gestao de Investimentos
Brazil
-$243K -1,304 Closed
PF
1412
Phoenix Financial
Israel
-$238K -1,278 Closed
LSPW
1413
Lake Street Private Wealth
Illinois
-$217K -1,161 Closed
LAM
1414
Longboard Asset Management
Arizona
-$214K -1,149 Closed
JSA
1415
Jacobson & Schmitt Advisors
Wisconsin
-$210K -1,125 Closed
APM
1416
a16z Perennial Management
California
-$209K -1,123 Closed
OFA
1417
Orographic Financial Advisors
Colorado
-$204K -1,095 Closed
QL
1418
Quarry LP
New York
-$144K -772 Closed
TIAA Trust, National Association
1419
TIAA Trust, National Association
North Carolina
-$111K -596 Closed
MTIC
1420
Missouri Trust & Investment Company
Missouri
-$93.3K -500 Closed
CCA
1421
Catalyst Capital Advisors
New York
-$88.6K -475 Closed
RFP
1422
Root Financial Partners
California
-$67.2K -360 Closed
FFL
1423
Financial Freedom LLC
Ohio
-$59K -316 Closed
EDRH
1424
Edmond de Rothschild Holding
Switzerland
-$57.8K -310 Closed
TLFA
1425
True Link Financial Advisors
California
-$50.4K -270 Closed

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.