SPG · Simon Property Group Inc. · Held by Funds
$200.76
-3.52 (-1.72%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$66.27B
Shares
323.56M
Volume · Sep 30
1.49M
Avg daily vol (3M)
1.37M
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.
Funds holding SPG
952 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD REAL ESTATE INDEX FUND | — | 12,357,132 | $2,834,355,367 | 3.88% | Long | 2026-07-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 9,777,675 | $2,186,777,014 | 0.10% | Long | 2026-06-30 | |
| VANGUARD 500 INDEX FUND | — | 8,402,046 | $1,879,117,588 | 0.11% | Long | 2026-06-30 | |
| Income Fund of America | — | 6,533,437 | $1,498,574,445 | 1.01% | Long | 2026-07-31 | |
| VANGUARD MID-CAP INDEX FUND | — | 6,674,903 | $1,492,842,056 | 0.67% | Long | 2026-06-30 | |
| VANGUARD WELLINGTON FUND | — | 5,090,664 | $1,043,127,960 | 0.84% | Long | 2026-05-31 | |
| iShares Core S&P 500 ETF | IVV | 4,459,946 | $997,466,923 | 0.11% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) S&P 500(R) ETF Trust | SPY | 3,930,056 | $878,957,024 | 0.11% | Long | 2026-06-30 | |
| Fidelity 500 Index Fund | FXAIX | 4,161,783 | $852,790,955 | 0.10% | Long | 2026-05-31 | |
| VANGUARD VALUE INDEX FUND | — | 2,929,894 | $655,270,793 | 0.26% | Long | 2026-06-30 | |
| Washington Mutual Investors Fund | — | 2,774,266 | $636,333,392 | 0.29% | Long | 2026-07-31 | |
| VANGUARD REAL ESTATE II INDEX FUND | VRTPX | 2,168,746 | $497,445,270 | 4.54% | Long | 2026-07-31 | |
| Schwab U.S. REIT ETF | SCHH | 2,177,724 | $446,237,425 | 4.47% | Long | 2026-05-31 | |
| VANGUARD MID-CAP VALUE INDEX FUND | — | 1,978,672 | $442,529,993 | 1.19% | Long | 2026-06-30 | |
| iShares Russell Mid-Cap Growth ETF | IWP | 1,886,421 | $421,898,057 | 1.96% | Long | 2026-06-30 | |
| American Balanced Fund | — | 1,856,619 | $415,232,839 | 0.14% | Long | 2026-06-30 | |
| State Street(R) Real Estate Select Sector SPDR(R) ETF | XLRE | 1,804,847 | $403,654,032 | 4.98% | Long | 2026-06-30 | |
| VANGUARD INSTITUTIONAL INDEX FUND | — | 1,760,602 | $393,758,637 | 0.11% | Long | 2026-06-30 | |
| Disciplined Value Mid Cap Fund | — | 1,623,688 | $363,137,821 | 1.56% | Long | 2026-06-30 | |
| DFA REAL ESTATE SECURITIES PORTFOLIO | DFREX | 1,525,632 | $349,934,212 | 4.93% | Long | 2026-07-31 | |
| iShares Russell Mid-Cap ETF | IWR | 1,313,790 | $293,829,134 | 0.52% | Long | 2026-06-30 | |
| DFA Global Real Estate Securities Portfolio | — | 1,232,029 | $282,590,492 | 3.62% | Long | 2026-07-31 | |
| Fidelity Mid Cap Index Fund | FSMDX | 1,211,075 | $277,784,273 | 0.53% | Long | 2026-07-31 | |
| iShares Russell 1000 Growth ETF | IWF | 1,220,643 | $272,996,807 | 0.21% | Long | 2026-06-30 | |
| Fidelity SAI U.S. Quality Index Fund | FUQIX | 1,126,660 | $258,422,004 | 0.72% | Long | 2026-07-31 | |
| Smead Value Fund | — | 1,161,703 | $238,044,562 | 6.12% | Long | 2026-05-29 | |
| iShares U.S. Real Estate ETF | IYR | 995,790 | $222,708,434 | 4.77% | Long | 2026-06-30 | |
| iShares Core U.S. REIT ETF | USRT | 944,500 | $216,639,965 | 4.65% | Long | 2026-07-31 | |
| Cohen & Steers Real Estate Securities Fund | — | 964,384 | $215,684,482 | 2.25% | Long | 2026-06-30 | |
| Invesco S&P 500 Equal Weight ETF | RSP | 876,425 | $201,025,602 | 0.21% | Long | 2026-07-31 | |
| iShares Global REIT ETF | REET | 875,595 | $200,835,225 | 3.91% | Long | 2026-07-31 | |
| Cohen & Steers Institutional Realty Shares | CSRIX | 798,493 | $178,582,959 | 2.00% | Long | 2026-06-30 | |
| Fidelity Real Estate Investment Portfolio | — | 777,400 | $178,312,238 | 5.22% | Long | 2026-07-31 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | SPYM | 773,175 | $172,920,589 | 0.11% | Long | 2026-06-30 | |
| T. Rowe Price Real Assets Fund, Inc. | — | 748,340 | $167,366,241 | 1.64% | Long | 2026-06-30 | |
| Fidelity SAI Real Estate Fund | FSRJX | 728,600 | $167,118,982 | 5.22% | Long | 2026-07-31 | |
| Schwab S&P 500 Index Fund | SWPPX | 723,047 | $165,845,290 | 0.11% | Long | 2026-07-31 | |
| Cohen & Steers Realty Shares | — | 726,297 | $162,436,324 | 1.99% | Long | 2026-06-30 | |
| College Retirement Equities Fund - Total Global Stock Account | — | 700,726 | $156,717,370 | 0.11% | Long | 2026-06-30 | |
| Fidelity Real Estate Index Fund | FSRNX | 660,407 | $151,477,554 | 4.66% | Long | 2026-07-31 | |
| Dimensional Global Real Estate ETF | DFGR | 615,464 | $141,168,978 | 3.65% | Long | 2026-07-31 | |
| iShares Select U.S. REIT ETF | ICF | 585,620 | $134,323,659 | 6.39% | Long | 2026-07-31 | |
| JPMorgan Mid Cap Growth Fund | — | 581,401 | $130,030,334 | 0.98% | Long | 2026-06-30 | |
| Fidelity Total Market Index Fund | FSKAX | 613,922 | $125,798,757 | 0.09% | Long | 2026-05-31 | |
| HARTFORD CORE EQUITY FUND | — | 523,190 | $120,004,090 | 1.05% | Long | 2026-07-31 | |
| Real Estate Securities Fund | — | 517,373 | $118,669,845 | 1.69% | Long | 2026-07-31 | |
| American Mutual Fund | — | 510,966 | $117,200,271 | 0.10% | Long | 2026-07-31 | |
| Old Westbury Large Cap Strategies Fund | OWLSX | 478,322 | $109,712,717 | 0.43% | Long | 2026-07-31 | |
| Nuveen Real Estate Securities Select Fund | — | 487,805 | $109,097,588 | 4.15% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF | SPYD | 475,609 | $106,369,953 | 1.44% | Long | 2026-06-30 |
Showing 1–50 of 952 positions
Key facts
CIK
1063761
CUSIP
828806109
13F (30d)
32 filings
19 filers
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