Simon Property Group Inc. 13F holders
1,370 funds reported a position in Simon Property Group Inc. in their 13F for the quarter ended 30 June 2026, together 303.1 million shares worth $67.76 billion. Against the quarter before, 129 opened a position, 511 added, 457 trimmed and 94 sold out; together they bought a net 5.6 million shares. The largest holders: BlackRock, Inc., Vanguard Portfolio Management LLC and Vanguard Capital Management LLC.
Funds holding1,370+53 on Q1 2026
Shares they held303.1Mworth $67.76 billion
Net bought on the quarter5.6M sharesabout $1.25 billion at the funds' values
Funds buying to selling640 to 551opened or added, to cut or sold
Opened 129Added 511Held 263Trimmed 457Sold out 94
What each fund did in SPG against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in SPG in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 727 reported a position in Simon Property Group Inc.: 33 opened one, 254 added, 244 trimmed and 49 sold out, a net 1.4 million shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 1 reported a position in Simon Property Group Inc. in a 13F for the quarter ended 30 September 2026, and 6 more in a 13F for an earlier quarter, the latest each has filed. The largest: Geode Capital Management, 11.5 million shares worth $2.31 billion, 0.1% of its reported book. Sold out: Bridgewater Associates, Alyeska. In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 185,460 shares, about $37.1 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 11,521,370 | $2.31 billion | 0.1% | +185,460 | added | 30 September 2026 | 13F |
| FMR LLC | 5,561,360 | $1.24 billion | 0.1% | +526,276 | added | 30 June 2026, an earlier quarter | 13F |
| Norges Bank | 4,293,287 | $960.2 million | 0.1% | held | 30 June 2026, an earlier quarter | 13F | |
| Capital Research Global Investors | 989,525 | $221.3 million | 0.0% | +162,713 | added | 30 June 2026, an earlier quarter | 13F |
| Two Sigma Investments | 393,451 | $88.0 million | 0.1% | +372,349 | added | 30 June 2026, an earlier quarter | 13F |
| Millennium Management | 180,592 | $40.4 million | 0.0% | -542,420 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Citadel Advisors | 149,374 | $33.4 million | 0.0% | -989,123 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Bridgewater Associates | 0 | $0 | 0.0% | -3,424 | exited | 30 June 2026, an earlier quarter | 13F |
| Alyeska | 0 | $0 | 0.0% | -412,169 | exited | 30 June 2026, an earlier quarter | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 37,269,192 | 12.30% | $8.34 billion | 0.12% | +455,543 | 13F |
| Vanguard Portfolio Management LLC | 27,878,674 | 9.20% | $6.24 billion | 0.28% | +4,780,542 | 13F |
| Vanguard Capital Management LLC | 20,632,222 | 6.81% | $4.61 billion | 0.10% | +58,521 | 13F |
| State Street Corp. | 20,356,570 | 6.72% | $4.55 billion | 0.14% | -574,739 | 13F |
| Geode Capital Management, LLC | 11,335,910 | 3.74% | $2.53 billion | 0.14% | +510,197 | 13F |
| Capital World Investors | 10,524,034 | 3.47% | $2.35 billion | 0.28% | +1,473,719 | 13F |
| Wellington Management Group LLP | 9,390,325 | 3.10% | $2.10 billion | 0.36% | +242,709 | 13F |
| Bank of America Corp. | 8,248,498 | 2.72% | $1.84 billion | 0.12% | -254,635 | 13F |
| Cohen & Steers, Inc. | 5,870,615 | 1.94% | $1.31 billion | 2.08% | -11,392 | 13F |
| Morgan Stanley | 5,566,600 | 1.84% | $1.24 billion | 0.07% | +144,803 | 13F |
| FMR LLC | 5,561,360 | 1.84% | $1.24 billion | 0.05% | +526,276 | 13F |
| Northern Trust Corp. | 5,073,232 | 1.67% | $1.13 billion | 0.13% | +70,840 | 13F |
| Dimensional Fund Advisors LP | 4,552,481 | 1.50% | $1.02 billion | 0.18% | -54,000 | 13F |
| Charles Schwab Investment Management Inc. | 4,525,891 | 1.49% | $1.01 billion | 0.14% | +253,626 | 13F |
| JPMorgan Chase & Co. | 4,276,720 | 1.41% | $973.2 million | 0.06% | -1,395,700 | 13F |
| Norges Bank | 4,293,287 | 1.42% | $960.2 million | 0.10% | 13F | |
| Price T Rowe Associates Inc. | 4,114,943 | 1.36% | $920.3 million | 0.09% | +543,481 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 3,604,590 | 1.19% | $806.2 million | 0.15% | +3,578,240 | 13F |
| Invesco Ltd. | 3,544,285 | 1.17% | $792.7 million | 0.06% | +302,317 | 13F |
| Legal & General Group Plc | 3,505,359 | 1.16% | $784.0 million | 0.16% | -183,877 | 13F |
| Goldman Sachs Group Inc. | 3,087,753 | 1.02% | $690.6 million | 0.07% | -318,795 | 13F |
| Nuveen, LLC | 2,864,885 | 0.95% | $640.7 million | 0.15% | -7,843 | 13F |
| Boston Partners | 2,372,645 | 0.78% | $530.6 million | 0.47% | +70,574 | 13F |
| Deutsche Bank AG | 2,290,431 | 0.76% | $512.3 million | 0.15% | -155,113 | 13F |
| Canada Pension Plan Investment Board | 2,189,345 | 0.72% | $489.6 million | 0.27% | -18,768 | 13F |
| Royal Bank of Canada | 2,090,957 | 0.69% | $467.6 million | 0.08% | +401,627 | 13F |
| Bank of New York Mellon Corp | 2,078,596 | 0.69% | $464.9 million | 0.08% | -581 | 13F |
| Principal Financial Group Inc. | 2,061,411 | 0.68% | $461.0 million | 0.23% | -533,805 | 13F |
| Vanguard Fiduciary Trust Co. | 1,848,903 | 0.61% | $413.5 million | 0.09% | +21,847 | 13F |
| Centersquare Investment Management LLC | 1,606,504 | 0.53% | $359.3 million | 3.07% | +206,309 | 13F |
| Daiwa Securities Group Inc. | 1,508,731 | 0.50% | $337.4 million | 0.77% | -69,349 | 13F |
| Sumitomo Mitsui Trust Group, Inc. | 1,457,893 | 0.48% | $326.1 million | 0.19% | -55,178 | 13F |
| Prudential Financial Inc. | 1,436,745 | 0.47% | $321.3 million | 0.35% | -106,338 | 13F |
| Smead Capital Management, Inc. | 1,399,725 | 0.46% | $313.0 million | 6.71% | -160,135 | 13F |
| HSBC Holdings PLC | 1,393,927 | 0.46% | $312.0 million | 0.15% | +112,979 | 13F |
| UBS Group AG | 1,380,583 | 0.46% | $308.8 million | 0.05% | -66,675 | 13F |
| Ameriprise Financial Inc. | 1,364,286 | 0.45% | $304.7 million | 0.06% | +3,174 | 13F |
| Amundi | 1,335,838 | 0.44% | $298.8 million | 0.07% | -654,903 | 13F |
| Resolution Capital Ltd | 1,310,049 | 0.43% | $293.0 million | 5.39% | -688,362 | 13F |
| National Pension Service | 1,223,015 | 0.40% | $273.5 million | 0.18% | +9,673 | 13F |
| Allianz Asset Management GmbH | 1,176,483 | 0.39% | $263.1 million | 0.24% | +270,039 | 13F |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1,063,661 | 0.35% | $237.9 million | 0.13% | +61,866 | 13F |
| HighTower Advisors, LLC | 1,021,493 | 0.34% | $228.5 million | 0.22% | -44,597 | 13F |
| Capital Research Global Investors | 989,525 | 0.33% | $221.3 million | 0.03% | +162,713 | 13F |
| Massachusetts Financial Services Co. | 923,713 | 0.30% | $221.0 million | 0.07% | -48,791 | 13F |
| Duff & Phelps Investment Management Co. | 975,188 | 0.32% | $218.1 million | 2.06% | +107,827 | 13F |
| Russell Investments Group, Ltd. | 957,972 | 0.32% | $214.5 million | 0.19% | +26,476 | 13F |
| Canada LIFE Assurance Co | 948,914 | 0.31% | $212.1 million | 0.34% | -654 | 13F |
| Bank of Montreal | 942,135 | 0.31% | $210.7 million | 0.08% | +114,210 | 13F |
| California Public Employees Retirement System | 929,555 | 0.31% | $207.9 million | 0.12% | +356,550 | 13F |
The 50 largest of the 1,370 funds that reported a position in SPG in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on SPG
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Puts | 211,900 | $47.4 million | 30 June 2026 | 13F |
| Citadel Advisors | Calls | 164,800 | $36.9 million | 30 June 2026 | 13F |
| Millennium Management | Puts | 28,300 | $6.3 million | 30 June 2026 | 13F |
| Point72 Asset Management | Calls | 22,100 | $4.9 million | 30 June 2026 | 13F |
| Millennium Management | Calls | 15,500 | $3.5 million | 30 June 2026 | 13F |
| Point72 Asset Management | Puts | 9,800 | $2.2 million | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 31 July 2026 | 13G/A | Vanguard Portfolio Management and 1 other | 28.0 million | 8.6% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 30 April 2026 | 13G | Vanguard Capital Management and 1 other | 24.0 million | 7.4% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 23.1 million | 7.1% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 31 August 2026 | 46 | $214.56 | SEC |
| 28 August 2026 | 97 | $214.89 | SEC |
| 27 August 2026 | 347 | $217.11 | SEC |
| 25 August 2026 | 771 | $220.73 | SEC |
| 18 August 2026 | 707 | $221.67 | SEC |
| 17 August 2026 | 1 | $219.58 | SEC |
| 14 August 2026 | 3,149 | $221.47 | SEC |
| 12 August 2026 | 346 | $219.53 | SEC |
| 24 July 2026 | 200 | $225.20 | SEC |
| 23 July 2026 | 1,757 | $226.22 | SEC |
| 22 July 2026 | 200 | $226.79 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.