SPG · Simon Property Group Inc. · Shareholders & Ownership

$206.99 +4.50 (+2.22%) At close · Oct 20

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$65.52B

323.56M

Volume · Oct 20 1.14M Avg daily vol (3M) 1.3M

Every disclosed holder of SPG in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns SPG

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	1,370	302,346,893	93.44%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	1	12,253,916	3.79%	Yes
Remaining	—	8,958,706	2.77%	Rest
Registered funds (N-PORT, not summed)	882	140,757,309	43.50%	No

Shares outstanding: 323,559,515, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of SPG

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	37,269,192	11.52%	+455,543	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,459,946	1.38%	+276,816	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,886,421	0.58%	+1,403,118	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,313,790	0.41%	+75,844	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,220,643	0.38%	+930,718	Jun 30, 2026	iShares Trust, not summed
1.5	iShares U.S. Real Estate ETF Fund S000004328 · Registered fund · Jun 30, 2026 iShares Trust, not summed	995,790	0.31%	+20,483	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	27,878,674	8.62%	+4,780,542	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	27,956,842	8.64%	+4,809,331	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,632,222	6.38%	+58,521	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	20,356,570	6.29%	-574,739	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) Real Estate Select Sector SPDR(R) ETF Fund S000051152 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,804,847	0.56%	+15,306	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
4.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	773,175	0.24%	+90,091	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF Fund S000050968 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	475,609	0.15%	+8,298	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) Dow Jones(R) REIT ETF Fund S000006976 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	384,090	0.12%	-31,521	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF Fund S000021764 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	238,425	0.07%	+749	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
5	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	12,357,132	3.82%	+236,812	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
6	Melvin Simon & Associates, Inc. 13G CIK 937888 · Unknown · Mar 31, 2025 Rule 13d-1(d), exempt investor	12,253,916	3.79%	-270,000	Mar 31, 2025	Rule 13d-1(d), exempt investor
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,335,910	3.50%	+510,197	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,524,034	3.25%	+1,473,719	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	9,777,675	3.02%	-16,876	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,390,325	2.90%	+242,709	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	VANGUARD WELLINGTON FUND Fund S000004406 · Registered fund · May 31, 2026 VANGUARD WELLINGTON FUND, not summed	5,090,664	1.57%	-107,512	May 31, 2026	VANGUARD WELLINGTON FUND, not summed
10.2	BALANCED PORTFOLIO Fund S000004390 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	162,635	0.05%	-14,592	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
11	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,402,046	2.60%	+137,835	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	8,248,498	2.55%	-254,635	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,674,903	2.06%	+3,341,559	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	Income Fund of America Fund S000008814 · Registered fund · Jul 31, 2026 Income Fund of America, not summed	6,533,437	2.02%	+2,941,785	Jul 31, 2026	Income Fund of America, not summed
15	COHEN & STEERS, INC. 13F CIK 1284812 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,870,615	1.81%	-11,392	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Cohen & Steers Real Estate Securities Fund Fund S000001225 · Registered fund · Jun 30, 2026 COHEN & STEERS REAL ESTATE SECURITIES FUND INC, not summed	964,384	0.30%	+10,038	Jun 30, 2026	COHEN & STEERS REAL ESTATE SECURITIES FUND INC, not summed
15.2	Cohen & Steers Institutional Realty Shares Fund S000011976 · Registered fund · Jun 30, 2026 COHEN & STEERS INSTITUTIONAL REALTY SHARES INC, not summed	798,493	0.25%	-8,472	Jun 30, 2026	COHEN & STEERS INSTITUTIONAL REALTY SHARES INC, not summed
15.3	Cohen & Steers Realty Shares Fund S000011975 · Registered fund · Jun 30, 2026 COHEN & STEERS REALTY SHARES INC, not summed	726,297	0.22%	0	Jun 30, 2026	COHEN & STEERS REALTY SHARES INC, not summed
15.4	Cohen & Steers Global Realty Shares, Inc. Fund S000001226 · Registered fund · Jun 30, 2026 COHEN & STEERS GLOBAL REALTY SHARES, INC, not summed	217,213	0.07%	+22,157	Jun 30, 2026	COHEN & STEERS GLOBAL REALTY SHARES, INC, not summed
15.5	Cohen & Steers Real Estate Active ETF Fund S000088341 · Registered fund · Jun 30, 2026 Cohen & Steers ETF Trust, not summed	51,234	0.02%	+14,752	Jun 30, 2026	Cohen & Steers ETF Trust, not summed
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,566,600	1.72%	+144,803	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,048	0.00%	+6	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
16.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	672	0.00%	+98	Jul 31, 2026	E Trade Trust, not summed
16.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	461	0.00%	+80	Jul 31, 2026	E Trade Trust, not summed
16.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	138	0.00%	-3	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
17	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,561,360	1.72%	+526,276	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	4,161,783	1.29%	+7,154	May 31, 2026	Fidelity Concord Street Trust, not summed
17.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,211,075	0.37%	+10,934	Jul 31, 2026	Fidelity Salem Street Trust, not summed
17.3	Fidelity SAI U.S. Quality Index Fund Fund S000051137 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,126,660	0.35%	+129,607	Jul 31, 2026	Fidelity Salem Street Trust, not summed
17.4	Fidelity Real Estate Investment Portfolio Fund S000039313 · Registered fund · Jul 31, 2026 Fidelity Select Portfolios, not summed	777,400	0.24%	+61,900	Jul 31, 2026	Fidelity Select Portfolios, not summed
17.5	Fidelity SAI Real Estate Fund Fund S000085735 · Registered fund · Jul 31, 2026 Fidelity Summer Street Trust, not summed	728,600	0.23%	+134,600	Jul 31, 2026	Fidelity Summer Street Trust, not summed
18	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,073,232	1.57%	+70,840	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Global Real Estate Index Fund Fund S000012717 · Registered fund · Jun 30, 2026 Northern Funds, not summed	126,364	0.04%	+16,856	Jun 30, 2026	Northern Funds, not summed
18.2	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	97,260	0.03%	-428	Jun 30, 2026	Northern Funds, not summed
18.3	FlexShares Global Quality Real Estate Index Fund Fund S000043008 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	72,280	0.02%	+6,949	Jul 31, 2026	FlexShares Trust, not summed
18.4	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	25,536	0.01%	+1,596	Jul 31, 2026	FlexShares Trust, not summed
18.5	Large Cap Core Fund Fund S000001243 · Registered fund · Jun 30, 2026 Northern Funds, not summed	8,629	0.00%	0	Jun 30, 2026	Northern Funds, not summed
19	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,552,481	1.41%	-54,000	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	DFA REAL ESTATE SECURITIES PORTFOLIO Fund S000000949 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,525,632	0.47%	-59,213	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
19.2	DFA Global Real Estate Securities Portfolio Fund S000021884 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,232,029	0.38%	-11,878	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
19.3	Dimensional Global Real Estate ETF Fund S000078988 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	615,464	0.19%	+34,148	Jul 31, 2026	Dimensional ETF Trust, not summed
19.4	Dimensional US Real Estate ETF Fund S000075150 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	375,223	0.12%	-4,412	Jul 31, 2026	Dimensional ETF Trust, not summed
19.5	U.S. LARGE COMPANY PORTFOLIO Fund S000001014 · Registered fund · Jul 31, 2026 DIMENSIONAL INVESTMENT GROUP INC, not summed	72,312	0.02%	-1,497	Jul 31, 2026	DIMENSIONAL INVESTMENT GROUP INC, not summed
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,525,891	1.40%	+253,626	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Schwab U.S. REIT ETF Fund S000030518 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	2,177,724	0.67%	-45,428	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	723,047	0.22%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	344,591	0.11%	+9,251	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	196,199	0.06%	+4,234	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	192,070	0.06%	+1,374	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,293,287	1.33%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
22	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,276,720	1.32%	-1,395,700	Jun 30, 2026	carried, not yet filed for the newest quarter
23	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,114,943	1.27%	+543,481	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	T. Rowe Price Real Assets Fund, Inc. Fund S000029428 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ASSETS FUND, INC., not summed	748,340	0.23%	-61,134	Jun 30, 2026	T. ROWE PRICE REAL ASSETS FUND, INC., not summed
23.2	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	322,617	0.10%	+194,417	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
23.3	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	201,191	0.06%	-3,193	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
23.4	T. Rowe Price Real Estate Fund, Inc. Fund S000002107 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ESTATE FUND, INC., not summed	133,763	0.04%	-3,400	Jun 30, 2026	T. ROWE PRICE REAL ESTATE FUND, INC., not summed
23.5	T. Rowe Price U.S. Equity Research Fund Fund S000002071 · Registered fund · Jun 30, 2026 T. Rowe Price U.S. Equity Research Fund, Inc., not summed	71,319	0.02%	+903	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
24	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,604,590	1.11%	+3,578,240	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	PACE Global Real Estate Securities Investments Fund S000006034 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	5,106	0.00%	-5,265	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
25	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,544,285	1.10%	+302,317	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	876,425	0.27%	-13,370	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.2	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	326,254	0.10%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
25.3	Invesco Real Estate Fund Fund S000000255 · Registered fund · May 31, 2026 AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed	173,154	0.05%	+1,673	May 31, 2026	AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed
25.4	Invesco S&P 100 Equal Weight ETF Fund S000013106 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	122,821	0.04%	-3,125	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.5	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	69,459	0.02%	-3,930	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
26	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,505,359	1.08%	-183,877	Jun 30, 2026	carried, not yet filed for the newest quarter
27	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,087,753	0.95%	-318,795	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Goldman Sachs Multi-Manager Real Assets Strategy Fund Fund S000049147 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	87,656	0.03%	-7,193	Jul 31, 2026	Goldman Sachs Trust II, not summed
27.2	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	29,990	0.01%	+3,776	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
27.3	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	29,516	0.01%	—	May 31, 2026	Goldman Sachs ETF Trust, not summed
27.4	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	17,023	0.01%	+710	May 31, 2026	Goldman Sachs ETF Trust, not summed
27.5	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	16,106	0.01%	-513	May 31, 2026	Goldman Sachs ETF Trust, not summed
28	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,929,894	0.91%	+75,244	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,864,885	0.89%	-7,843	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	700,726	0.22%	+78,780	Jun 30, 2026	College Retirement Equities Fund, not summed
29.2	Nuveen Real Estate Securities Select Fund Fund S000005369 · Registered fund · Jun 30, 2026 TIAA-CREF Funds, not summed	487,805	0.15%	-105,736	Jun 30, 2026	TIAA-CREF Funds, not summed
29.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	264,333	0.08%	-8,711	Jul 31, 2026	TIAA-CREF Funds, not summed
29.4	Nuveen Large Cap Value Fund Fund S000005383 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	211,531	0.07%	-42,398	Jul 31, 2026	TIAA-CREF Funds, not summed
29.5	Nuveen Large Cap Growth Index Fund Fund S000005387 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	178,777	0.06%	+135,395	Jul 31, 2026	TIAA-CREF Funds, not summed
30	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	2,774,266	0.86%	0	Jul 31, 2026	Washington Mutual Investors Fund, not summed
31	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,372,645	0.73%	+70,574	Jun 30, 2026	carried, not yet filed for the newest quarter
32	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,290,431	0.71%	-155,113	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	DWS RREEF Real Assets Fund Fund S000032019 · Registered fund · Jun 30, 2026 DEUTSCHE DWS MARKET TRUST, not summed	330,881	0.10%	-8,760	Jun 30, 2026	DEUTSCHE DWS MARKET TRUST, not summed
32.2	DWS RREEF Real Estate Securities Fund Fund S000032045 · Registered fund · Jun 30, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	205,090	0.06%	-27,990	Jun 30, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
32.3	DWS RREEF Global Real Estate Securities Fund Fund S000032044 · Registered fund · Jun 30, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	34,579	0.01%	+4,951	Jun 30, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
32.4	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	19,592	0.01%	-4,213	May 29, 2026	DBX ETF Trust, not summed
32.5	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	10,110	0.00%	-364	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
33	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,189,345	0.68%	-18,768	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	2,168,746	0.67%	+20,016	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
35	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,090,957	0.65%	+401,627	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,078,596	0.64%	-581	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	27,533	0.01%	+28	Jul 31, 2026	BNY Mellon ETF Trust, not summed
37	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,061,411	0.64%	-533,805	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Real Estate Securities Fund Fund S000007212 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	517,373	0.16%	-165,023	Jul 31, 2026	Principal Funds, Inc, not summed
37.2	Global Real Estate Securities Fund Fund S000019119 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	109,974	0.03%	-16,205	Jul 31, 2026	Principal Funds, Inc, not summed
37.3	LargeCap S&P 500 Index Fund Fund S000007016 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	66,836	0.02%	-1,643	Jul 31, 2026	Principal Funds, Inc, not summed
37.4	Diversified Real Asset Fund Fund S000028139 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	37,113	0.01%	-12,224	May 31, 2026	Principal Funds, Inc, not summed
37.5	Real Estate Securities Account Fund S000007673 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	25,250	0.01%	-8,573	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
38	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,978,672	0.61%	+975,312	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
39	American Balanced Fund Fund S000008801 · Registered fund · Jun 30, 2026 American Balanced Fund, not summed	1,856,619	0.57%	0	Jun 30, 2026	American Balanced Fund, not summed
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,848,903	0.57%	+21,847	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,760,602	0.54%	-73,091	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
42	CENTERSQUARE INVESTMENT MANAGEMENT LLC 13F CIK 1725296 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,606,504	0.50%	+206,309	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Daiwa Securities Group Inc. 13F CIK 1481045 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,508,731	0.47%	-69,349	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Sumitomo Mitsui Trust Group, Inc. 13F CIK 1475365 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,457,893	0.45%	-55,178	Jun 30, 2026	carried, not yet filed for the newest quarter
45	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,436,745	0.44%	-106,338	Jun 30, 2026	carried, not yet filed for the newest quarter
46	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,393,927	0.43%	+112,979	Jun 30, 2026	carried, not yet filed for the newest quarter
47	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,380,583	0.43%	-66,675	Jun 30, 2026	carried, not yet filed for the newest quarter
48	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,364,286	0.42%	+3,174	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Columbia Dividend Opportunity Fund Fund S000031365 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	160,100	0.05%	+9,500	May 31, 2026	Columbia Funds Series Trust II, not summed
48.2	Columbia Variable Portfolio - Dividend Opportunity Fund Fund S000019857 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	66,100	0.02%	+2,000	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
48.3	Columbia Real Estate Equity Fund Fund S000012072 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	31,219	0.01%	+6,676	Jun 30, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
48.4	Columbia Adaptive Risk Allocation Fund Fund S000037262 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	24,371	0.01%	-5,469	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
48.5	CTIVP - CenterSquare Real Estate Fund Fund S000028695 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	24,170	0.01%	-90	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
49	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,335,838	0.41%	-654,903	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Resolution Capital Ltd 13F CIK 1612389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,310,049	0.40%	-688,362	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1063761 CUSIP 828806109 13F (30d) 276 filings 254 filers Visit website Investor relations