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SPG · Simon Property Group Inc. · Held by Funds

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$232.97 -0.64 (-0.27%) At close · Nov 13 Play latest call Q3 2026 earnings call transcript
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$75.13B
Shares
322.47M
Volume · Nov 13 915.85K Avg daily vol (3M) 1.27M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of SPG by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 27.76% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 6.12% 19,750,880
Index ETFs 21.63% 69,759,118
Active ETFs 0.57% 1,831,299
Active funds 11.89% 38,341,201
Unclassified 2.47% 7,959,846
All registered funds 42.68% 137,642,344
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding SPG

950 fund positions
Fund Balance Value % of Fund Open
VANGUARD REAL ESTATE INDEX FUND 12,357,132 $2,834,355,367 3.88%
VANGUARD TOTAL STOCK MARKET INDEX FUND 9,777,675 $2,186,777,014 0.10%
VANGUARD 500 INDEX FUND 8,402,046 $1,879,117,588 0.11%
Income Fund of America 6,533,437 $1,498,574,445 1.01%
VANGUARD MID-CAP INDEX FUND 6,674,903 $1,492,842,056 0.67%
VANGUARD WELLINGTON FUND 4,712,147 $1,000,483,051 0.82%
iShares Core S&P 500 ETF 4,459,946 $997,466,923 0.11%
Fidelity 500 Index Fund 4,209,466 $893,753,821 0.10%
State Street(R) SPDR(R) S&P 500(R) ETF Trust 3,930,056 $878,957,024 0.11%
VANGUARD VALUE INDEX FUND 2,929,894 $655,270,793 0.26%
Washington Mutual Investors Fund 2,774,266 $636,333,392 0.29%
Schwab U.S. REIT ETF 2,419,291 $513,663,865 4.59%
VANGUARD REAL ESTATE II INDEX FUND 2,168,746 $497,445,270 4.54%
VANGUARD MID-CAP VALUE INDEX FUND 1,978,672 $442,529,993 1.19%
iShares Russell Mid-Cap Growth ETF 1,886,421 $421,898,057 1.96%
American Balanced Fund 1,856,619 $415,232,839 0.14%
State Street(R) Real Estate Select Sector SPDR(R) ETF 1,804,847 $403,654,032 4.98%
VANGUARD INSTITUTIONAL INDEX FUND 1,760,602 $393,758,637 0.11%
Disciplined Value Mid Cap Fund 1,623,688 $363,137,821 1.56%
DFA REAL ESTATE SECURITIES PORTFOLIO 1,525,632 $349,934,212 4.93%
iShares Russell Mid-Cap ETF 1,313,790 $293,829,134 0.52%
DFA Global Real Estate Securities Portfolio 1,232,029 $282,590,492 3.62%
Fidelity Mid Cap Index Fund 1,211,075 $277,784,273 0.53%
iShares Russell 1000 Growth ETF 1,220,643 $272,996,807 0.21%
Fidelity SAI U.S. Quality Index Fund 1,126,660 $258,422,004 0.72%
Smead Value Fund 1,161,703 $246,652,781 5.89%
iShares U.S. Real Estate ETF 995,790 $222,708,434 4.77%
iShares Core U.S. REIT ETF 944,500 $216,639,965 4.65%
Cohen & Steers Real Estate Securities Fund 964,384 $215,684,482 2.25%
Invesco S&P 500 Equal Weight ETF 876,425 $201,025,602 0.21%
iShares Global REIT ETF 875,595 $200,835,225 3.91%
Cohen & Steers Institutional Realty Shares 798,493 $178,582,959 2.00%
Fidelity Real Estate Investment Portfolio 777,400 $178,312,238 5.22%
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF 773,175 $172,920,589 0.11%
T. Rowe Price Real Assets Fund, Inc. 748,340 $167,366,241 1.64%
Fidelity SAI Real Estate Fund 728,600 $167,118,982 5.22%
Schwab S&P 500 Index Fund 723,047 $165,845,290 0.11%
Cohen & Steers Realty Shares 726,297 $162,436,324 1.99%
College Retirement Equities Fund - Total Global Stock Account 700,726 $156,717,370 0.11%
Fidelity Real Estate Index Fund 660,407 $151,477,554 4.66%
Dimensional Global Real Estate ETF 615,464 $141,168,978 3.65%
iShares Select U.S. REIT ETF 585,620 $134,323,659 6.39%
Fidelity Total Market Index Fund 618,956 $131,416,738 0.09%
JPMorgan Mid Cap Growth Fund 581,401 $130,030,334 0.98%
HARTFORD CORE EQUITY FUND 523,190 $120,004,090 1.05%
Real Estate Securities Fund 517,373 $118,669,845 1.69%
American Mutual Fund 510,966 $117,200,271 0.10%
VANGUARD RUSSELL 1000 GROWTH INDEX FUND 521,094 $110,638,678 0.20%
Old Westbury Large Cap Strategies Fund 478,322 $109,712,717 0.43%
Nuveen Real Estate Securities Select Fund 487,805 $109,097,588 4.15%
Showing 1–50 of 950 positions
Key facts CIK 1063761 CUSIP 828806109 13F (30d) 1102 filings 1018 filers Visit website Investor relations