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Funds Holding Simon Property Group Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Simon Property Group Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of SPG →
Funds holding
200
as of 2026-07-31
Reported value
$10.4B
summed across funds
Fund families
90
named trusts
Largest conviction
7.34%
11 above 5% of a fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
abrdn Real Estate Fundabrdn Funds12.9K sh$3M7.34%
Janus Henderson U.S. Real Estate ETFJanus Detroit Street Trust1.3K sh$302.3K7.19%
PGIM Real Estate Income FundPrudential Investment Portfolios 917K sh$3.9M6.39%
iShares Select U.S. REIT ETFiShares Trust585.6K sh$134.3M6.39%
abrdn Global Premier Properties Fundabrdn Global Premier Properties Fund92.8K sh$21.3M5.69%
YieldMax(R) Target 12(TM) Real Estate Option Income ETFTidal Trust II2.1K sh$482.6K5.52%
Fidelity Real Estate Investment ETFFidelity Covington Trust3.8K sh$870.2K5.27%
Fidelity SAI Real Estate FundFidelity Summer Street Trust728.6K sh$167.1M5.22%
Fidelity Real Estate Investment PortfolioFidelity Select Portfolios777.4K sh$178.3M5.22%
Knights of Columbus Real Estate FundADVISORS' INNER CIRCLE III39.1K sh$9M5.21%
Real Estate FundAmerican Century Capital Portfolios, Inc.116.3K sh$26.7M5.06%
DFA REAL ESTATE SECURITIES PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC1.5M sh$349.9M4.93%
Dunham Real Estate Stock FundDunham Funds16K sh$3.7M4.89%
Dimensional US Real Estate ETFDimensional ETF Trust375.2K sh$86.1M4.83%
iShares FTSE NAREIT All Equity REIT Index FundBlackRock Funds405.1K sh$92.9M4.69%
Fidelity MSCI Real Estate Index ETFFIDELITY COVINGTON TRUST305.3K sh$70M4.69%
Fidelity SAI Real Estate Index FundFidelity Salem Street Trust43.3K sh$9.9M4.67%
Fidelity Real Estate Index FundFidelity Salem Street Trust660.4K sh$151.5M4.66%
iShares Core U.S. REIT ETFiShares Trust944.5K sh$216.6M4.65%
VANGUARD REAL ESTATE II INDEX FUNDVANGUARD FIXED INCOME SECURITIES FUNDS2.2M sh$497.4M4.54%
Virtus Duff & Phelps Real Estate Income ETFVirtus ETF Trust II750 sh$172K4.33%
Transamerica Mid Cap GrowthTRANSAMERICA FUNDS24.2K sh$5.6M4.15%
Global Real Estate FundAmerican Century Capital Portfolios, Inc.145.3K sh$33.3M4.09%
AB Global Real Estate Investment Fund IIAB INSTITUTIONAL FUNDS INC33.6K sh$7.7M4.05%
AEW Global Focused Real Estate FundNatixis Funds Trust IV6.3K sh$1.4M3.98%
iShares Global REIT ETFiShares Trust875.6K sh$200.8M3.91%
FlexShares Global Quality Real Estate Index FundFlexShares Trust72.3K sh$16.6M3.90%
VANGUARD REAL ESTATE INDEX FUNDVANGUARD SPECIALIZED FUNDS12.4M sh$2.8B3.88%
PGIM Global Real Estate FundPrudential Investment Portfolios 12188.8K sh$43.3M3.86%
Abacus FCF Real Assets Leaders ETFAbacus FCF ETF Trust15.2K sh$3.5M3.76%
PGIM Select Real Estate FundPrudential Investment Portfolios 942.7K sh$9.8M3.76%
NEUBERGER REAL ESTATE SECURITIES INCOME FUND INCNEUBERGER REAL ESTATE SECURITIES INCOME FUND INC34.2K sh$7.8M3.75%
REAL ESTATE ULTRASECTOR PROFUNDProFunds539 sh$123.6K3.68%
Dimensional Global Real Estate ETFDimensional ETF Trust615.5K sh$141.2M3.65%
iShares Environmentally Aware Real Estate ETFiShares Trust2.3K sh$517.7K3.65%
DFA Global Real Estate Securities PortfolioDFA INVESTMENT DIMENSIONS GROUP INC1.2M sh$282.6M3.62%
Direxion Daily Real Estate Bull 3X SharesDirexion Shares ETF Trust6.9K sh$1.6M3.52%
NYLIM CBRE Real Estate FundNYLIM FUNDS TRUST33.9K sh$7.8M3.51%
iShares Developed Real Estate Index FundBlackRock Funds47.9K sh$11M3.50%
Invesco S&P 500 Equal Weight Real Estate ETFInvesco Exchange-Traded Fund Trust15.3K sh$3.5M3.49%
TBG Dividend Focus ETFEA Series Trust39.1K sh$9M3.44%
Franklin Real Estate Securities FundFranklin Real Estate Securities Trust36.2K sh$8.3M3.41%
Invesco Dorsey Wright Financial Momentum ETFInvesco Exchange-Traded Fund Trust8.5K sh$2M3.29%
Global Real Estate Securities FundRUSSELL INVESTMENT CO50.2K sh$11.5M2.76%
Fidelity Stocks for Inflation ETFFidelity Covington Trust29.4K sh$6.7M2.49%
TCW Global Real Estate FundTCW FUNDS INC3.2K sh$742.7K2.35%
Tax-Managed Real Assets FundRUSSELL INVESTMENT CO139.2K sh$31.9M2.21%
PACE Global Real Estate Securities InvestmentsPACE SELECT ADVISORS TRUST5.1K sh$1.2M2.11%
Invesco Active U.S. Real Estate ETFInvesco Actively Managed Exchange-Traded Fund Trust4.9K sh$1.1M1.88%
BNY Mellon Developed Markets Real Estate Securities FundBNY Mellon Investment Funds V, Inc.26.3K sh$6M1.77%
AB All Market Real Return PortfolioAB BOND FUND, INC.59.9K sh$13.7M1.76%
Hartford Alpha Capture Growth ETFHartford Funds Exchange-Traded Trust2.1K sh$473.2K1.72%
The MidCap Growth FundCOMMERCE FUNDS8.6K sh$2M1.70%
Real Estate Securities FundPrincipal Funds, Inc517.4K sh$118.7M1.69%
BlackRock Real Estate Securities FundBlackRock Funds31.3K sh$7.2M1.62%
Payden Equity Income FundPAYDEN & RYGEL INVESTMENT GROUP71.4K sh$16.4M1.48%
NYLIM CBRE Real Assets ETFNYLIM Active ETF Trust442 sh$101.4K1.47%
COMMONWEALTH REAL ESTATE SECURITIES FUNDCommonwealth International Series Trust1K sh$229.4K1.47%
Global Real Estate Securities FundPrincipal Funds, Inc110K sh$25.2M1.45%
SA JPMorgan Mid-Cap Growth PortfolioSUNAMERICA SERIES TRUST38.9K sh$8.9M1.41%
Wilmington Real Asset FundWilmington Funds27.6K sh$6.3M1.38%
Clough Global Dividend and Income FundCLOUGH GLOBAL DIVIDEND AND INCOME FUND4.8K sh$1.1M1.25%
Pacer WealthShield ETFPacer Funds Trust1.3K sh$299.1K1.24%
Franklin Small-Mid Cap Growth FundFranklin Strategic Series186.6K sh$42.8M1.23%
Hartford Alpha Capture Value ETFHartford Funds Exchange-Traded Trust9.6K sh$2.2M1.22%
THRIVENT MID CAP STOCK FUNDThrivent Mutual Funds148.3K sh$34M1.09%
Nuveen Quant Mid Cap Growth FundTIAA-CREF Funds29.6K sh$6.8M1.07%
HARTFORD CORE EQUITY FUNDHARTFORD MUTUAL FUNDS, INC523.2K sh$120M1.05%
Invesco S&P 100 Equal Weight ETFInvesco Exchange-Traded Fund Trust122.8K sh$28.2M1.04%
Nomura Global Listed Real Assets FundDelaware Pooled Trust4.5K sh$1M1.04%
THE HARTFORD CAPITAL APPRECIATION FUNDHARTFORD MUTUAL FUNDS, INC272.2K sh$62.4M1.02%
Income Fund of AmericaIncome Fund of America6.5M sh$1.5B1.01%
Knights of Columbus Large Cap Growth FundADVISORS' INNER CIRCLE III14K sh$3.2M0.99%
Fidelity High Dividend ETFFidelity Covington Trust436.6K sh$100.1M0.99%
Steward Covered Call Income FundSteward Funds Inc4.8K sh$1.1M0.88%
Hartford Real Asset FundHARTFORD MUTUAL FUNDS, INC2.5K sh$570.7K0.84%
Virtus Terranova U.S. Quality Momentum ETFVirtus ETF Trust II8.1K sh$1.9M0.76%
Nuveen Large Cap Value FundTIAA-CREF Funds211.5K sh$48.5M0.74%
Fidelity SAI U.S. Quality Index FundFidelity Salem Street Trust1.1M sh$258.4M0.72%
ALGER GROWTH & INCOME FUNDALGER FUNDS29.3K sh$6.7M0.69%
Allspring Macro Strategies PortfolioALLSPRING MASTER TRUST6.2K sh$1.4M0.69%
VOYA Global High Dividend Low Volatility FundVoya Mutual Funds8K sh$1.8M0.64%
Nuveen Core Equity FundTIAA-CREF Funds178.2K sh$40.9M0.60%
FlexShares US Quality Large Cap Index FundFlexShares Trust25.5K sh$5.9M0.58%
Domini Impact Equity FundDomini Investment Trust29.1K sh$6.7M0.56%
Allspring Disciplined Large Cap PortfolioALLSPRING MASTER TRUST8.9K sh$2M0.56%
Janus Henderson Mid Cap Growth Alpha ETFJanus Detroit Street Trust565 sh$129.6K0.55%
Fidelity Mid Cap Index FundFidelity Salem Street Trust1.2M sh$277.8M0.53%
Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST64.6K sh$14.8M0.53%
iShares Russell Mid-Cap Index FundBlackRock Funds59.1K sh$13.5M0.53%
iShares Morningstar Mid-Cap Value ETFiShares Trust25.2K sh$5.8M0.51%
iShares Morningstar Mid-Cap ETFiShares Trust36.1K sh$8.3M0.50%
iShares Morningstar Mid-Cap Growth ETFiShares Trust84.3K sh$19.3M0.49%
Allspring Disciplined U.S. Core FundALLSPRING FUNDS TRUST44.2K sh$10.1M0.48%
Edgar Lomax Value FundAdvisors Series Trust3.6K sh$814.3K0.47%
iShares MSCI USA Value Factor ETFiShares Trust185.9K sh$42.6M0.47%
Fidelity Blue Chip Value FundFidelity Securities Fund13.6K sh$3.1M0.44%
Hartford Disciplined US Equity ETFLattice Strategies Trust3.8K sh$880.8K0.43%
JPMorgan Diversified Return U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust8.7K sh$2M0.43%
Fidelity SAI Real Estate Income FundFidelity Securities Fund39.1K sh$9M0.41%
JPMorgan Diversified Return U.S. Equity ETFJ.P. Morgan Exchange-Traded Fund Trust8.2K sh$1.9M0.41%
Victory Income Stock FundVictory Portfolios III51.1K sh$11.7M0.41%
Permanent PortfolioPERMANENT PORTFOLIO FAMILY OF FUNDS125K sh$28.7M0.40%
Column Mid Cap Select FundTrust for Professional Managers61.3K sh$13M0.40%
Affinity World Leaders Equity ETFTwo Roads Shared Trust1.5K sh$354.8K0.39%
Fidelity Real Estate Income FundFidelity Securities Fund73.7K sh$16.9M0.38%
JPMorgan U.S. Momentum Factor ETFJ.P. Morgan Exchange-Traded Fund Trust39.8K sh$9.1M0.36%
JPMorgan U.S. Value Factor ETFJ.P. Morgan Exchange-Traded Fund Trust13.2K sh$3M0.36%
First Trust Long/Short Equity ETFFirst Trust Exchange-Traded Fund III38.7K sh$8.9M0.36%
JPMorgan U.S. Quality Factor ETFJ.P. Morgan Exchange-Traded Fund Trust117.9K sh$27M0.33%
Fidelity Dividend Growth FundFidelity Securities Fund157.3K sh$36.1M0.30%
Federated Hermes MDT Balanced FundFederated Hermes MDT Series4.2K sh$963.4K0.29%
Washington Mutual Investors FundWashington Mutual Investors Fund2.8M sh$636.3M0.29%
Fidelity Dividend ETF for Rising RatesFidelity Covington Trust8.3K sh$1.9M0.26%
Allspring Real Return PortfolioALLSPRING MASTER TRUST4.8K sh$1.1M0.25%
Fidelity Value Factor ETFFidelity Covington Trust14.6K sh$3.4M0.25%
Green Century Equity FundGREEN CENTURY FUNDS8.6K sh$2M0.25%
US Vegan Climate ETFETF Series Solutions1.9K sh$436.7K0.25%
iShares Core Dividend ETFiShares Trust17.6K sh$4M0.24%
Green Century Balanced FundGREEN CENTURY FUNDS3.8K sh$867.5K0.23%
Fidelity Large Cap Growth Index FundFidelity Salem Street Trust420.8K sh$96.5M0.23%
Fidelity Series Large Cap Growth Index FundFidelity Salem Street Trust25.4K sh$5.8M0.23%
Schwab U.S. Large-Cap Growth Index FundSCHWAB CAPITAL TRUST47K sh$10.8M0.23%
Nuveen Large Cap Growth Index FundTIAA-CREF Funds178.8K sh$41M0.23%
iShares U.S. Equity Factor ETFiShares Trust34.3K sh$7.9M0.22%
Fidelity Quality Factor ETFFidelity Covington Trust13.5K sh$3.1M0.22%
Victory Value FundVictory Portfolios III14.2K sh$3.3M0.22%
iShares ESG MSCI KLD 400 ETFiShares Trust49.8K sh$11.4M0.21%
Fidelity Momentum Factor ETFFidelity Covington Trust8.4K sh$1.9M0.21%
Victory Growth & Income FundVictory Portfolios III21.2K sh$4.9M0.21%
Column Mid Cap FundTrust for Professional Managers11.1K sh$2.4M0.21%
Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust876.4K sh$201M0.21%
iShares MSCI USA Size Factor ETFiShares Trust3.8K sh$878K0.20%
Fidelity MSCI North American Subset Index ETFFidelity Covington Trust10.5K sh$2.4M0.20%
Morningstar Global Income FundMorningstar Funds Trust1.2K sh$276.4K0.19%
Pacer MSCI World Industry Advantage ETFPacer Funds Trust9 sh$2.1K0.19%
Catholic Responsible Investments Equity Index FundCatholic Responsible Investments Funds33.5K sh$7.7M0.17%
Global X S&P 500 U.S. Revenue Leaders ETFGLOBAL X FUNDS16 sh$3.7K0.17%
SA Franklin Systematic U.S. Large Cap Core PortfolioSUNAMERICA SERIES TRUST2.5K sh$579.6K0.17%
Invesco S&P 500 Equal Weight Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust6.9K sh$1.6M0.15%
Hartford Multi-Asset Income FundHARTFORD MUTUAL FUNDS, INC3.7K sh$840.4K0.15%
LARGE-CAP VALUE PROFUNDProFunds34 sh$7.8K0.15%
SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST4.5K sh$1M0.15%
1290 SmartBeta Equity Fund1290 Funds1.8K sh$420K0.14%
Multi-Strategy Income FundRUSSELL INVESTMENT CO1.9K sh$428.2K0.14%
Strategic Allocation: Aggressive FundAmerican Century Strategic Asset Allocations Inc4.5K sh$1M0.14%
Invesco MSCI Global Climate 500 ETFInvesco Exchange-Traded Fund Trust II9.2K sh$2.1M0.14%
Global X S&P 500 Christian Values ETFGLOBAL X FUNDS44 sh$10.1K0.13%
Global X S&P 500 Catholic Values ETFGLOBAL X FUNDS7.2K sh$1.6M0.13%
Global X S&P 500 Covered Call & Growth ETFGLOBAL X FUNDS340 sh$78K0.12%
Global X S&P 500 Covered Call ETFGLOBAL X FUNDS16.9K sh$3.9M0.12%
Franklin U.S. Core Equity (IU) FundFranklin Fund Allocator Series6.3K sh$1.4M0.12%
Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust1.8K sh$419.1K0.12%
BNY Mellon Institutional S&P 500 Stock Index FundBNY Mellon Investment Funds IV, Inc.6.8K sh$1.6M0.12%
JPMorgan Flexible Income ETFJ.P. Morgan Exchange-Traded Fund Trust242 sh$55.5K0.12%
Nuveen S&P 500 Index FundTIAA-CREF Funds68.9K sh$15.8M0.12%
Pacer Trendpilot US Large Cap ETFPacer Funds Trust16.5K sh$3.8M0.12%
U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC72.3K sh$16.6M0.12%
E*TRADE No Fee Large Cap Index FundE Trade Trust672 sh$154.1K0.12%
BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust27.5K sh$6.3M0.12%
Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust94.8K sh$21.7M0.12%
Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST723K sh$165.8M0.11%
LargeCap S&P 500 Index FundPrincipal Funds, Inc66.8K sh$15.3M0.11%
iShares Morningstar Growth ETFiShares Trust15.5K sh$3.6M0.11%
NYLIM S&P 500 Index FundNYLIM FUNDS TRUST10.6K sh$2.4M0.11%
Multi-Asset Strategy FundRUSSELL INVESTMENT CO3K sh$686K0.11%
Hartford Multifactor US Equity ETFLattice Strategies Trust3.5K sh$804.2K0.11%
BNY Mellon S&P 500 Index FundBNY MELLON INDEX FUNDS, INC.13.4K sh$3.1M0.11%
Hartford US Value ETFLattice Strategies Trust244 sh$56K0.11%
SA Large Cap Index PortfolioSUNAMERICA SERIES TRUST16.3K sh$3.7M0.11%
Fidelity ZERO Large Cap Index FundFidelity Concord Street Trust92.7K sh$21.3M0.11%
Victory 500 Index FundVictory Portfolios III75.3K sh$17.3M0.11%
JPMORGAN BETABUILDERS U.S. EQUITY ETFJ.P. Morgan Exchange-Traded Fund Trust43.5K sh$10M0.11%
Global X S&P 500 Risk Managed Income ETFGLOBAL X FUNDS244 sh$56K0.11%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III1.8K sh$405.3K0.11%
iShares Morningstar U.S. Equity ETFiShares Trust6.1K sh$1.4M0.11%
JLens 500 Jewish Advocacy U.S. ETFEA Series Trust1.3K sh$290.4K0.11%
Global X S&P 500 Tail Risk ETFGLOBAL X FUNDS23 sh$5.3K0.11%
Global X S&P 500 Collar 95-110 ETFGLOBAL X FUNDS17 sh$3.9K0.11%
Strategic Allocation: Moderate FundAmerican Century Strategic Asset Allocations Inc3.7K sh$840.9K0.11%
Wilmington Large-Cap Strategy FundWilmington Funds2.9K sh$663.6K0.11%
iShares Dow Jones U.S. ETFiShares Trust13.9K sh$3.2M0.11%
iShares Morningstar Value ETFiShares Trust6.2K sh$1.4M0.11%
Vox Populi ETFAdvisors Series Trust27 sh$6.2K0.11%
Schwab 1000 Index FundSCHWAB INVESTMENTS103.4K sh$23.7M0.11%
Direxion Daily S&P 500 Bull 2X SharesDirexion Shares ETF Trust1.2K sh$280.5K0.11%
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFPacer Funds Trust7.8K sh$1.8M0.10%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust176.4K sh$40.5M0.10%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST196.2K sh$45M0.10%
Nuveen Equity Index FundTIAA-CREF Funds264.3K sh$60.6M0.10%
iShares Total U.S. Stock Market Index FundBlackRock Funds20.7K sh$4.8M0.10%
American Mutual FundAmerican Mutual Fund511K sh$117.2M0.10%
E*TRADE No Fee Total Market Index FundE Trade Trust461 sh$105.7K0.10%
BNY Mellon US Large Cap Equity Growth ETFBNY Mellon ETF Trust50 sh$11.5K0.10%
Invesco S&P 500 Downside Hedged ETFInvesco Actively Managed Exchange-Traded Fund Trust255 sh$58.5K0.09%
Direxion HCM Tactical Enhanced US ETFDirexion Shares ETF Trust2.3K sh$517.5K0.09%
Steward Values Enhanced Large Cap FundSteward Funds Inc1.3K sh$295.7K0.09%
Wilmington Global Alpha Equities FundWilmington Funds954 sh$218.8K0.09%
iShares Global Equity Factor ETFiShares Trust839 sh$192.4K0.09%
iShares MSCI Kokusai ETFiShares Trust966 sh$221.6K0.09%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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