Simon Property Group, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $32.42M | 0.06% | 173,780 NS | $58.89B | FIGI |
| Apollo Diversified Real Estate Fund — | — | $31.52M | 0.94% | 169,000 NS | $3.37B | FIGI |
| PIMCO All Asset: Multi-Real Fund PIMCO Funds | — | $31.51M | 1.43% | 168,937 NS | $2.21B | FIGI |
| Global Growth Fund AMERICAN FUNDS INSURANCE SERIES | — | $31.46M | 0.36% | 168,674 NS | $8.65B | FIGI |
| iShares Core S&P U.S. Value ETF iShares Trust | IUSV | $30.17M | 0.13% | 161,756 NS | $24.08B | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $29.95M | 0.33% | 160,569 NS | $9.06B | FIGI |
| Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. | — | $29.71M | 3.97% | 159,286 NS | $747.72M | FIGI |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | — | $29.58M | 0.26% | 158,605 NS | $11.40B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $27.82M | 0.09% | 149,119 NS | $30.28B | FIGI |
| College Retirement Equities Fund - S&P 500 In… College Retirement Equities Fund | — | $27.66M | 0.11% | 148,269 NS | $25.58B | FIGI |
| iShares S&P 100 ETF iShares Trust | OEF | $26.79M | 0.15% | 143,609 NS | $17.84B | FIGI |
| HARTFORD DISCIPLINED EQUITY HLS FUND HARTFORD SERIES FUND INC | — | $26.37M | 0.95% | 141,359 NS | $2.78B | FIGI |
| T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. | — | $25.59M | 4.11% | 137,163 NS | $621.81M | FIGI |
| Global Real Estate Securities Fund RUSSELL INVESTMENT FUNDS | — | $25.50M | 2.62% | 136,707 NS | $973.50M | FIGI |
| Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust | FELC | $25.33M | 0.40% | 135,801 NS | $6.35B | FIGI |
| JNL/WMC Global Real Estate Fund JNL Series Trust | — | $25.30M | 4.94% | 135,621 NS | $511.96M | FIGI |
| U.S. Growth Fund John Hancock Funds III | — | $25.10M | 0.89% | 134,578 NS | $2.82B | FIGI |
| T. Rowe Price Diversified Mid-Cap Growth Fund… T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH … | — | $23.91M | 0.56% | 128,200 NS | $4.26B | FIGI |
| State Farm Growth Fund Advisers Investment Trust | — | $23.48M | 0.26% | 125,900 NS | $8.92B | FIGI |
| Vert Global Sustainable Real Estate ETF Manager Directed Portfolios | VGSR | $23.22M | 5.06% | 124,488 NS | $459.32M | FIGI |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $22.77M | 0.11% | 122,080 NS | $21.10B | FIGI |
| Baron Real Estate Fund BARON SELECT FUNDS | — | $22.48M | 1.04% | 120,500 NS | $2.16B | FIGI |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | DLN | $22.24M | 0.39% | 119,240 NS | $5.65B | FIGI |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | — | $21.79M | 0.39% | 116,826 NS | $5.59B | FIGI |
| Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES | — | $21.33M | 0.08% | 114,326 NS | $26.33B | FIGI |
| iShares Core S&P U.S. Growth ETF iShares Trust | IUSG | $21.09M | 0.08% | 113,041 NS | $25.97B | FIGI |
| Real Estate Securities Trust John Hancock Variable Insurance Trust | — | $20.45M | 6.66% | 109,639 NS | $307.28M | FIGI |
| Global Real Estate Index Fund Northern Funds | — | $20.43M | 2.98% | 109,508 NS | $686.11M | FIGI |
| Six Circles Managed Equity Portfolio U.S. Unc… SIX CIRCLES TRUST | — | $19.38M | 0.07% | 103,908 NS | $27.78B | FIGI |
| Victory RS Global Fund Victory Portfolios | — | $19.24M | 1.11% | 103,125 NS | $1.73B | FIGI |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | — | $19.14M | 0.11% | 102,636 NS | $17.64B | FIGI |
| Stock Index Fund Northern Funds | — | $18.22M | 0.11% | 97,688 NS | $16.63B | FIGI |
| COHEN & STEERS REIT & PREFERRED & INCOME FUND… — | — | $17.51M | 1.78% | 93,887 NS | $984.08M | FIGI |
| PGIM US Real Estate Fund Prudential Investment Portfolios 12 | — | $17.51M | 6.25% | 93,850 NS | $280.12M | FIGI |
| LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $17.42M | 4.92% | 93,401 NS | $353.75M | FIGI |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | — | $17.04M | 0.11% | 91,350 NS | $15.97B | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $16.42M | 0.10% | 88,054 NS | $17.05B | FIGI |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | — | $16.38M | 0.48% | 87,826 NS | $3.41B | FIGI |
| Diversified Real Assets Fund John Hancock Investment Trust | — | $16.31M | 1.92% | 87,460 NS | $847.72M | FIGI |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | — | $15.36M | 0.06% | 82,364 NS | $26.03B | FIGI |
| Touchstone Funds Group Trust-Touchstone Divid… Touchstone Funds Group Trust | — | $15.32M | 0.67% | 82,108 NS | $2.29B | FIGI |
| Virtus Duff & Phelps Real Estate Securities F… Virtus Opportunities Trust | — | $15.31M | 4.48% | 82,066 NS | $341.41M | FIGI |
| Nuveen Multi Cap Value Fund Nuveen Investment Trust | — | $15.02M | 1.41% | 80,534 NS | $1.06B | FIGI |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $13.59M | 0.11% | 72,863 NS | $12.53B | FIGI |
| College Retirement Equities Fund - Global Equ… College Retirement Equities Fund | — | $13.47M | 0.04% | 72,208 NS | $33.37B | FIGI |
| JPMorgan Equity Index Fund JPMorgan Trust II | — | $13.40M | 0.11% | 71,859 NS | $12.42B | FIGI |
| NVIT Real Estate Fund Nationwide Variable Insurance Trust | — | $13.40M | 6.80% | 71,828 NS | $197.13M | FIGI |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, … | — | $13.13M | 0.08% | 70,416 NS | $15.64B | FIGI |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $12.86M | 0.11% | 68,948 NS | $11.94B | FIGI |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | — | $12.57M | 0.11% | 67,363 NS | $11.69B | FIGI |