As of the latest SEC filings, SIMON PROPERTY GROUP INC. (SPG) is held by 914 institutional funds. The largest fund shareholder is VANGUARD REAL ESTATE INDEX FUND (VGSLX), holding an estimated $2,469,030,387.20 in market value, representing 3.53% of its portfolio.
Funds holding SIMON PROPERTY GROUP INC. (SPG)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SPG
- CIK:
- 0001063761
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 3.53% | $2,469,030,387.20 | 12,120,320 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.09% | $1,826,977,598.03 | 9,794,551 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.11% | $1,541,523,277.83 | 8,264,211 | Mar 31, 2026 | May 28, 2026 |
|
VWELX
VANGUARD WELLINGTON FUND
|
MF | Vanguard | 0.88% | $1,059,648,177.60 | 5,198,176 | Feb 28, 2026 | Apr 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.11% | $846,921,121.65 | 4,154,629 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.11% | $780,279,238.90 | 4,183,130 | Mar 31, 2026 | May 28, 2026 |
|
AMECX
Income Fund of America
|
MF | Independent / Boutique | 0.50% | $731,655,428.92 | 3,591,652 | Apr 30, 2026 | Jun 26, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.11% | $705,508,128.81 | 3,782,277 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.31% | $621,768,656.32 | 3,333,344 | Mar 31, 2026 | May 28, 2026 |
|
CWMAX
Washington Mutual Investors Fund
|
MF | Capital Group / American Funds | 0.26% | $565,145,726.86 | 2,774,266 | Apr 30, 2026 | Jun 26, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.24% | $532,477,864.50 | 2,854,650 | Mar 31, 2026 | May 28, 2026 |
|
SCHH
Schwab U.S. REIT ETF
|
ETF | Charles Schwab | 4.65% | $453,189,535.20 | 2,223,152 | Feb 28, 2026 | Apr 24, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 4.13% | $437,717,788.30 | 2,148,730 | Apr 30, 2026 | Jun 26, 2026 |
|
CLBAX
American Balanced Fund
|
MF | Independent / Boutique | 0.13% | $346,315,142.07 | 1,856,619 | Mar 31, 2026 | May 28, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.11% | $342,038,755.29 | 1,833,693 | Mar 31, 2026 | May 28, 2026 |
|
XLRE
State Street(R) Real Estate Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 4.57% | $333,803,082.73 | 1,789,541 | Mar 31, 2026 | May 28, 2026 |
|
DFREX
DFA REAL ESTATE SECURITIES PORTFOLIO
|
MF | Dimensional Fund Advisors | 4.64% | $322,848,774.95 | 1,584,845 | Apr 30, 2026 | Jun 24, 2026 |
|
JVMAX
Disciplined Value Mid Cap Fund
|
MF | John Hancock | 1.38% | $302,199,677.89 | 1,620,113 | Mar 31, 2026 | May 29, 2026 |
|
SVFCX
Smead Value Fund
|
MF | Independent / Boutique | 6.67% | $293,301,214.65 | 1,438,809 | Feb 27, 2026 | Apr 24, 2026 |
|
DFGEX
DFA Global Real Estate Securities Portfolio
|
MF | Dimensional Fund Advisors | 3.32% | $253,396,294.97 | 1,243,907 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.49% | $244,480,723.11 | 1,200,141 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.48% | $230,914,067.38 | 1,237,946 | Mar 31, 2026 | May 28, 2026 |
|
FUQIX
Fidelity SAI U.S. Quality Index Fund
|
MF | Fidelity | 0.70% | $203,109,666.63 | 997,053 | Apr 30, 2026 | Jun 26, 2026 |
|
VMVAX
VANGUARD MID-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.54% | $187,156,740.80 | 1,003,360 | Mar 31, 2026 | May 28, 2026 |
|
IYR
iShares U.S. Real Estate ETF
|
ETF | BlackRock / iShares | 4.58% | $181,924,014.71 | 975,307 | Mar 31, 2026 | May 22, 2026 |
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