Simon Property Group, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $1.83B | 0.09% | 9,794,551 NS | $1.99T | FIGI |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | VOO | $1.54B | 0.11% | 8,264,211 NS | $1.42T | FIGI |
| iShares Core S&P 500 ETF iShares Trust | IVV | $780.28M | 0.11% | 4,183,130 NS | $720.54B | FIGI |
| N/A — | — | $705.51M | 0.11% | 3,782,277 NS | $651.59B | FIGI |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | VO | $621.77M | 0.31% | 3,333,344 NS | $198.27B | FIGI |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | VTV | $532.48M | 0.24% | 2,854,650 NS | $225.69B | FIGI |
| American Balanced Fund American Balanced Fund | — | $346.32M | 0.13% | 1,856,619 NS | $263.86B | FIGI |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | — | $342.04M | 0.11% | 1,833,693 NS | $315.46B | FIGI |
| State Street(R) Real Estate Select Sector SPD… SELECT SECTOR SPDR TRUST | XLRE | $333.80M | 4.57% | 1,789,541 NS | $7.31B | FIGI |
| Disciplined Value Mid Cap Fund John Hancock Funds III | — | $302.20M | 1.38% | 1,620,113 NS | $21.89B | FIGI |
| iShares Russell Mid-Cap ETF iShares Trust | IWR | $230.91M | 0.48% | 1,237,946 NS | $48.22B | FIGI |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | VOE | $187.16M | 0.54% | 1,003,360 NS | $34.68B | FIGI |
| iShares U.S. Real Estate ETF iShares Trust | IYR | $181.92M | 4.58% | 975,307 NS | $3.97B | FIGI |
| Cohen & Steers Real Estate Securities Fund COHEN & STEERS REAL ESTATE SECURITIES FUN… | — | $178.01M | 2.06% | 954,346 NS | $8.63B | FIGI |
| T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. | — | $150.99M | 1.43% | 809,474 NS | $10.52B | FIGI |
| Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARE… | — | $150.52M | 1.83% | 806,965 NS | $8.21B | FIGI |
| Cohen & Steers Realty Shares COHEN & STEERS REALTY SHARES INC | — | $135.48M | 1.86% | 726,297 NS | $7.30B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYM | $127.42M | 0.11% | 683,084 NS | $117.66B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $116.01M | 0.09% | 621,946 NS | $129.17B | FIGI |
| Nuveen Real Estate Securities Select Fund TIAA-CREF Funds | — | $110.71M | 4.29% | 593,541 NS | $2.58B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $107.90M | 0.15% | 578,474 NS | $69.79B | FIGI |
| iShares Russell Mid-Cap Growth ETF iShares Trust | IWP | $90.15M | 0.48% | 483,303 NS | $18.66B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYD | $87.17M | 1.24% | 467,311 NS | $7.05B | FIGI |
| JNL/WMC Balanced Fund JNL Series Trust | — | $79.95M | 0.91% | 428,626 NS | $8.76B | FIGI |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST | RWR | $77.52M | 4.56% | 415,611 NS | $1.70B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $75.68M | 0.10% | 405,705 NS | $79.62B | FIGI |
| Empower Real Estate Index Fund EMPOWER FUNDS, INC. | — | $69.36M | 5.43% | 371,834 NS | $1.28B | FIGI |
| iShares Russell Mid-Cap Value ETF iShares Trust | IWS | $67.74M | 0.48% | 363,156 NS | $14.16B | FIGI |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | VV | $67.60M | 0.11% | 362,385 NS | $64.18B | FIGI |
| Hamlin High Dividend Equity Fund ADVISORS' INNER CIRCLE FUND | — | $64.75M | 3.96% | 347,150 NS | $1.63B | FIGI |
| DWS RREEF Real Assets Fund DEUTSCHE DWS MARKET TRUST | — | $63.35M | 1.33% | 339,641 NS | $4.77B | FIGI |
| iShares S&P 500 Value ETF iShares Trust | IVE | $61.74M | 0.13% | 330,976 NS | $46.62B | FIGI |
| JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, In… | — | $59.78M | 0.55% | 320,480 NS | $10.85B | FIGI |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | FMDE | $58.10M | 0.99% | 311,491 NS | $5.88B | FIGI |
| S&P 500 Index Master Portfolio Master Investment Portfolio | — | $55.71M | 0.11% | 298,674 NS | $51.91B | FIGI |
| iShares Russell 1000 Growth ETF iShares Trust | IWF | $54.08M | 0.05% | 289,925 NS | $111.77B | FIGI |
| COHEN & STEERS QUALITY INCOME REALTY FUND INC — | — | $53.93M | 3.29% | 289,108 NS | $1.64B | FIGI |
| iShares S&P 500 Growth ETF iShares Trust | IVW | $52.27M | 0.09% | 280,208 NS | $60.92B | FIGI |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $44.90M | 4.10% | 240,706 NS | $1.09B | FIGI |
| State Street(R) SPDR(R) Dow Jones(R) Global R… SPDR INDEX SHARES FUNDS | RWO | $44.33M | 3.91% | 237,676 NS | $1.13B | FIGI |
| DWS RREEF Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST | — | $43.48M | 4.62% | 233,080 NS | $941.96M | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $43.19M | 0.10% | 231,533 NS | $42.78B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYV | $42.24M | 0.13% | 226,478 NS | $31.78B | FIGI |
| CBRE Global Real Estate Portfolio Brighthouse Funds Trust I | — | $39.99M | 4.93% | 214,409 NS | $810.57M | FIGI |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | — | $38.12M | 0.11% | 204,384 NS | $34.99B | FIGI |
| Cohen & Steers Global Realty Shares, Inc. COHEN & STEERS GLOBAL REALTY SHARES, INC | — | $36.38M | 1.77% | 195,056 NS | $2.05B | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $35.79M | 0.10% | 191,854 NS | $36.29B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYG | $35.73M | 0.09% | 191,526 NS | $41.63B | FIGI |
| CBRE Global Real Estate Income Fund — | — | $33.83M | 5.26% | 181,377 NS | $642.80M | FIGI |
| BALANCED PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $33.06M | 0.91% | 177,227 NS | $3.63B | FIGI |