Simon Property Group: which funds bought and sold

Institutions that bought and sold Simon Property Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 662 institutions that filed 13F reports for both quarters added to or opened positions in Simon Property Group, and 554 cut or closed them. Together they added a net 5.4M shares, +1.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 961K shares (+2.2%); index fund managers were net buyers of 5.6M shares (+4.5%). 147 opened a new position and 90 sold out entirely.

Bought, Q2 2026 662 institutions, 147 of them new holders Sold, Q2 2026 554 institutions, 90 of them sold out

Net change, all compared +5.4M shares (+1.8%)

Net change, active managers +961K shares (+2.2%), 30 bought, 43 sold

Buyers versus sellers

institutions compared, 1,427

662 bought 211 554 sold

Active managers and hedge funds 30 bought · 43 sold · +961K

Index fund managers 11 bought · 1 sold · +5.6M

Other institutions 621 bought · 510 sold · −1.2M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Vanguard Portfolio Management LLC Index funds	+4.8M +20.7%	27.9M	$6.2B
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	+3.6M +13579.7%	3.6M	$806M
Capital World Investors Active manager	+1.5M +16.3%	10.5M	$2.4B
Price T Rowe Associates Inc Active manager	+543K +15.2%	4.1M	$920M
FMR LLC Active manager	+526K +10.5%	5.6M	$1.2B
Geode Capital Management, LLC Index funds	+510K +4.7%	11.3M	$2.5B
Cardano Risk Management B.V.	+466K New position	466K	$104M
Blackrock, Inc. Index funds	+456K +1.2%	37.3M	$8.3B
Royal Bank Of Canada	+402K +23.8%	2.1M	$468M
Two Sigma Investments, LP Hedge fund	+372K +1764.5%	393K	$88M
California Public Employees Retirement System	+357K +62.2%	930K	$208M
Arrowstreet Capital, Limited Partnership Hedge fund	+353K +255.5%	491K	$110M
1832 Asset Management L.P.	+338K +310.7%	447K	$99.9M
Invesco Ltd.	+302K +9.3%	3.5M	$793M
Charles Schwab Investment Management Inc Index funds	+254K +5.9%	4.5M	$1B
Thrivent Financial For Lutherans	+251K +256.0%	349K	$78.1M
Wellington Management Group LLP Active manager	+243K +2.7%	9.4M	$2.1B
Centersquare Investment Management LLC	+206K +14.7%	1.6M	$359M
Capital Research Global Investors Active manager	+163K +19.7%	990K	$221M
Morgan Stanley	+145K +2.7%	5.6M	$1.2B

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Capital World Investors Active manager	+1.5M +16.3%	10.5M	$2.4B
Price T Rowe Associates Inc Active manager	+543K +15.2%	4.1M	$920M
FMR LLC Active manager	+526K +10.5%	5.6M	$1.2B
Two Sigma Investments, LP Hedge fund	+372K +1764.5%	393K	$88M
Arrowstreet Capital, Limited Partnership Hedge fund	+353K +255.5%	491K	$110M
Wellington Management Group LLP Active manager	+243K +2.7%	9.4M	$2.1B
Capital Research Global Investors Active manager	+163K +19.7%	990K	$221M
American Century Companies Inc Active manager	+94K +21.5%	532K	$119M
Franklin Resources Inc Active manager	+90K +23.1%	482K	$108M
Marshall Wace, LLP Hedge fund	+79K +24.5%	400K	$89.4M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Jpmorgan Chase & Co	−1.4M −24.6%	4.3M	$973M
Citadel Advisors LLC Hedge fund	−989K −86.9%	149K	$33.4M
Resolution Capital Ltd	−688K −34.4%	1.3M	$293M
Cbre Investment Management Listed Real Assets LLC	−663K −54.8%	547K	$122M
Amundi	−655K −32.9%	1.3M	$299M
State Street Corp Index funds	−575K −2.7%	20.4M	$4.6B
Millennium Management LLC Hedge fund	−542K −75.0%	181K	$40.4M
Principal Financial Group Inc	−534K −20.6%	2.1M	$461M
Caisse De Depot Et Placement Du Quebec	−431K −40.1%	644K	$144M
Alyeska Investment Group, L.P. Hedge fund	−412K Sold out	0	—
PGGM Investments	−404K −63.3%	234K	$52.4M
Strs Ohio	−371K Sold out	0	—
Goldman Sachs Group Inc	−319K −9.4%	3.1M	$691M
Lazard Asset Management LLC Active manager	−318K −92.2%	27K	$6M
Susquehanna Portfolio Strategies, LLC	−267K −90.0%	30K	$6.6M
Bank Of America Corp	−255K −3.0%	8.2M	$1.8B
Healthcare Of Ontario Pension Plan Trust Fund	−194K −76.9%	58K	$13M
Legal & General Group PLC	−184K −5.0%	3.5M	$784M
Smead Capital Management, Inc. Active manager	−160K −10.3%	1.4M	$313M
Deutsche Bank Ag\	−155K −6.3%	2.3M	$512M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	−989K −86.9%	149K	$33.4M
Millennium Management LLC Hedge fund	−542K −75.0%	181K	$40.4M
Alyeska Investment Group, L.P. Hedge fund	−412K Sold out	0	—
Lazard Asset Management LLC Active manager	−318K −92.2%	27K	$6M
Smead Capital Management, Inc. Active manager	−160K −10.3%	1.4M	$313M
Tudor Investment Corp Et Al Hedge fund	−129K Sold out	0	—
Worldquant Millennium Advisors LLC Hedge fund	−110K −24.7%	335K	$75M
Prana Capital Management, LP Hedge fund	−99K −74.2%	34K	$7.7M
Panagora Asset Management Inc Active manager	−64K −9.2%	635K	$142M
Anson Funds Management LP Hedge fund	−52K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Cardano Risk Management B.V.	466K	$104M
L & S Advisors Inc	43K	$9.7M
Elo Mutual Pension Insurance Co	36K	$8.1M
Lighthouse Investment Partners, LLCHedge fund	31K	$7M
Ibex Wealth Advisors	28K	$6.2M
Alps Advisors Inc	19K	$4.3M
Quadrature Capital LtdHedge fund	19K	$4.2M
Landscape Capital Management, L.L.C.	13K	$2.8M
Imc-Chicago, LLC	9,477	$2.1M
Ossiam	9,184	$2.1M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Alyeska Investment Group, L.P.Hedge fund	412K	$76.9M
Strs Ohio	371K	$69.1M
Tudor Investment Corp Et AlHedge fund	129K	$24.1M
Capitolis Liquid Global Markets LLC	100K	$18.6M
Anson Funds Management LPHedge fund	52K	$9.7M
Engineers Gate Manager LPHedge fund	50K	$9.2M
Y-Intercept (Hong Kong) Ltd	46K	$8.6M
Acadian Asset Management LLCActive manager	38K	$7.1M
Peak6 LLC	34K	$6.3M
Jacobs Levy Equity Management, IncActive manager	28K	$5.2M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 1,354
Ten largest holders: 51.9%
Index fund managers: 42.9%
Active managers and hedge funds: 14.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	30	43	4	16	+961K	+2.2%
Index fund managers	11	1	0	0	+5.6M	+4.5%
Other institutions	621	510	143	74	−1.2M	−1.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Simon Property Group.

Only managers that filed a holdings report for both quarters are compared (1,427 here). 47 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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