Skip to content
Disclosery

SPG SIMON PPTY GROUP INC NEW

Follow

REIT (common), issuer CIK 1063761

1,315 managers (1,358 13F filers) reported a position in SPG shares at 2026-06-30, 302,564,133 shares in all. 151 filers opened a position and 92 filers sold out during the quarter.

Managers
1,315
13F filers
1,358
New
151
Added
515
Reduced
465
Sold out
92
Shares held by filers
302,564,133

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,809$3.31M0.02%+27713F-HRTimelineGroup
Caprock Group, LLC14,559$3.26M0.06%+1,43213F-HRTimeline
BURNEY CO/14,554$3.26M0.09%-6,87813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC14,506$3.24M0.02%+24813F-HRTimelineGroup
INSPIRE TRUST CO, N.A.14,500$3.24M0.45%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC14,095$3.22M0.46%+1913F-HRTimeline
Stamos Capital Partners, L.P.14,332$3.21M0.49%+12313F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …14,314$3.2M0.04%-2413F-HRTimelineGroup
Composition Wealth, LLC14,271$3.19M0.04%-1213F-HRTimeline
Vestmark Advisory Solutions, Inc.14,225$3.18M0.03%+3,49213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,024$3.14M0.02%-5,55013F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.14,000$3.13M0.21%+12113F-HRTimelineGroup
Walleye Trading LLCin group Walleye Capital LLC13,868$3.1M0.04%+7,21913F-HRTimelineGroup
Foundations Investment Advisors, LLC13,745$3.07M0.03%-12313F-HRTimeline
DoubleLine ETF Adviser LP13,659$3.05M1.26%-1,78013F-HRTimeline
Merit Financial Group, LLC13,215$2.96M0.02%+52313F-HR/ATimeline
Cunning Capital Partners, LP13,189$2.95M1.19%013F-HRTimeline
Plato Investment Management Ltd13,239$2.94M0.17%+55613F-HRTimeline
FORTEM FINANCIAL GROUP, LLC13,108$2.93M0.6%+9713F-HRTimeline
Hudson Canyon Capital Management12,985$2.9M1.55%-43613F-HRTimeline
CIM, LLC12,949$2.9M0.37%+35513F-HRTimeline
ADELL HARRIMAN & CARPENTER INC12,948$2.9M0.15%+5513F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC12,750$2.85M0.17%-3,00413F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC12,685$2.84M0.27%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…12,676$2.83M0.18%new13F-HRTimelineGroup
TOWER BRIDGE ADVISORS12,670$2.83M0.26%-513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC12,566$2.81M<0.01%+80813F-HRTimelineGroup
CASCADE INVESTMENT GROUP, INC.12,527$2.8M1.57%-9813F-HRTimeline
CARRET ASSET MANAGEMENT, LLC12,203$2.73M0.24%-45013F-HRTimeline
CCM INVESTMENT ADVISERS LLC12,120$2.71M0.21%013F-HRTimeline
Savant Capital, LLC13,139$2.71M0.01%+6,57213F-HRTimeline
M&G PLCin group M&G PLC12,066$2.7M0.01%013F-HRTimelineGroup
Pasadena Private Wealth, LLC12,082$2.7M0.35%+1913F-HRTimeline
TCW GROUP INCin group TCW GROUP INC11,952$2.67M0.02%-1,39513F-HRTimelineGroup
BCGM Wealth Management, LLC11,889$2.66M0.56%+53513F-HRTimeline
Sequoia Financial Advisors, LLC11,752$2.63M0.01%+1,97413F-HRTimeline
NORDEN GROUP LLC11,504$2.57M0.21%+67113F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC11,434$2.56M0.05%+24613F-HRTimelineGroup
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.11,393$2.55M0.08%+21613F-HRTimelineGroup
Old Port Advisors11,379$2.54M0.5%+43713F-HRTimeline
MGO ONE SEVEN LLC11,311$2.53M0.04%+31013F-HRTimeline
Perpetual Ltdin group Perpetual Ltd11,235$2.51M0.04%+6613F-HRTimelineGroup
Orion Porfolio Solutions, LLC11,148$2.49M0.02%+1,04713F-HRTimeline
Vise Technologies, Inc.10,980$2.46M0.03%+3,44813F-HRTimeline
Redmond Asset Management, LLC10,940$2.45M0.61%-64513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding10,480$2.43M-989Timeline
Tema ETFs LLC10,838$2.42M0.08%+1,01513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC10,786$2.41M0.09%+18413F-HRTimeline
E. Ohman J:or Asset Management AB10,529$2.35M0.05%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,357$2.32M0.03%+1,80713F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,346$2.31M0.01%+4,07513F-HRTimelineGroup
Morangie Management LLC10,271$2.3M1.91%-113F-HRTimeline
DRW Securities, LLC10,240$2.29M0.14%-8,90613F-HRTimeline
Diligent Investors, LLC10,234$2.29M0.51%+3213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC10,158$2.27M0.04%+15913F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC10,153$2.27M0.67%-1113F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding10,092$2.26M+8,970Timeline
Cascade Financial Partners, LLC10,079$2.25M0.2%+1,80213F-HRTimeline
Farther Finance Advisors, LLC10,056$2.25M0.02%+83013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…9,865$2.24M0.03%+25513F-HRTimelineGroup
Mystic Asset Management, Inc.9,990$2.23M0.48%+2313F-HRTimeline
Cascade Investment Advisors, Inc.9,908$2.22M1.21%-32513F-HRTimeline
Sigma Planning Corp9,827$2.2M0.06%-2,99513F-HRTimeline
Cullen Capital Management, LLC9,821$2.2M0.02%013F-HRTimeline
North Dakota State Investment Board9,634$2.15M0.09%+24913F-HRTimeline
Sowell Financial Services LLC9,569$2.14M0.07%+34813F-HRTimeline
Convergence Investment Partners, LLC9,541$2.13M0.2%-17113F-HRTimeline
Pine Valley Investments Ltd Liability Co9,537$2.13M0.09%-4413F-HRTimeline
IMC-Chicago, LLC9,477$2.12M0.02%new13F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV9,140$2.11M2.08%-1,13613F-HRTimeline
B&I Capital AG9,445$2.11M4.66%-59,94013F-HRTimeline
SYON CAPITAL LLC9,336$2.09M0.09%+30113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,321$2.08M-638Timeline
Moran Wealth Management, LLC9,219$2.06M0.06%-10213F-HRTimeline
Hennion & Walsh Asset Management, Inc.9,203$2.06M0.06%-55313F-HRTimeline
OSSIAM9,184$2.05M0.03%new13F-HRTimeline
Integrated Wealth Concepts LLC8,962$2.01M0.01%-90413F-HRTimeline
GREENLEAF TRUST8,949$2M0.02%-39513F-HRTimeline
GAMMA Investing LLC8,816$1.97M0.07%+79613F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC8,777$1.96M0.02%-4,88513F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC8,564$1.96M0.07%-21313F-HRTimeline
Global Retirement Partners, LLC8,728$1.95M0.03%13F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC8,719$1.95M0.99%+43113F-HRTimeline
Clearstead Advisors, LLC8,698$1.95M0.02%+8,07413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC8,679$1.94M0.02%+10613F-HRTimeline
InTrack Investment Management Inc8,547$1.91M0.95%-2413F-HRTimeline
IPG Investment Advisors LLC8,509$1.9M0.27%new13F-HRTimeline
Emergent Wealth Advisors, LLC8,473$1.88M0.98%+36313F-HRTimeline
HB Wealth Management, LLC8,313$1.86M0.01%+8413F-HRTimeline
STANCE CAPITAL LLC8,248$1.84M0.56%+7,90813F-HRTimeline
Perigon Wealth Management, LLC8,223$1.84M0.03%+26613F-HRTimeline
Family Manage LLC8,215$1.84M0.19%-18013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,188$1.83M0.06%+4,49413F-HRTimelineGroup
Parallax Volatility Advisers, L.P.8,150$1.82M0.07%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,063$1.8M0.01%+79013F-HRTimelineGroup
PINNACLE ASSOCIATES LTD8,036$1.8M0.02%+56413F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.8,031$1.8M0.16%+3,45813F-HRTimelineGroup
Siemens Fonds Invest GmbH8,022$1.79M0.09%-74913F-HRTimeline
Arax Advisory Partners8,010$1.79M0.01%+6,97313F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG9,418$1.79M0.03%-13,24613F-HRTimelineGroup
Wealth Preservation Advisors, LLC8,002$1.79M1.02%+2,00013F-HRTimeline
Finivi Inc.7,813$1.75M0.9%new13F-HRTimeline
Bedel Financial Consulting, Inc.7,718$1.73M0.17%013F-HRTimeline
Bramshill Investments, LLC7,631$1.71M0.13%+1,40913F-HRTimeline
Valeo Financial Advisors, LLC7,587$1.7M0.04%+44313F-HRTimeline
Frank, Rimerman Advisors LLC7,531$1.68M0.1%+3213F-HRTimeline
Assenagon Asset Management S.A.7,477$1.67M<0.01%+25413F-HR/ATimeline
PARADIGM ASSET MANAGEMENT CO LLC7,400$1.66M0.35%+4,76513F-HRTimeline
Wedmont Private Capital7,560$1.65M0.05%+27913F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management7,356$1.65M<0.01%+34113F-HRTimelineGroup
MONECO ADVISORS, LLC7,322$1.64M0.1%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC7,319$1.64M0.09%013F-HRTimeline
Portside Wealth Group, LLC7,306$1.63M0.19%+20013F-HRTimeline
Fideuram Asset Management (Ireland) dac7,561$1.63M0.03%-9,54613F-HRTimeline
CacheTech Inc.7,178$1.61M0.26%+2,45813F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…7,150$1.6M0.3%013F-HRTimelineGroup
Waverly Advisors, LLC7,132$1.6M0.01%+3,00913F-HRTimeline
Meadowbrook Wealth Management, LLC7,105$1.58M1.71%+1,75513F-HRTimeline
Legacy Wealth Asset Management, LLC7,070$1.58M0.35%-63113F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group7,012$1.57M0.15%013F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC6,972$1.56M0.14%+4,54213F-HRTimeline
American Assets Investment Management, …group of 2 filers holding12,500$1.53M0Timeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.6,815$1.52M0.01%-2,85013F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC6,704$1.5M0.12%013F-HRTimelineGroup
Knollwood Investment Advisory, LLC6,650$1.49M0.13%013F-HRTimeline
SIGNATUREFD, LLC6,640$1.49M0.02%+11913F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI6,601$1.48M0.03%-2,24013F-HRTimeline
First Pacific Financial6,578$1.47M0.18%+22013F-HRTimeline
NewEdge Wealth, LLC6,562$1.47M0.01%-16413F-HRTimeline
MORGUARD LINCLUDEN GLOBAL INVESTMENTS L…6,537$1.46M0.14%-3,28013F-HRTimeline
SUN LIFE FINANCIAL INCin group SUN LIFE FINANCIAL INC6,535$1.46M0.07%013F-HRTimelineGroup
FIDEURAM - INTESA SANPAOLO PRIVATE BANK…6,498$1.45M0.04%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT6,424$1.44M0.02%+54013F-HR/ATimeline
DAVENPORT & Co LLC6,408$1.43M0.01%+25513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,401$1.43M0.23%+6413F-HRTimeline
Arkadios Wealth Advisors6,341$1.42M0.02%-56713F-HRTimeline
NOVEM GROUP6,339$1.42M0.14%-29213F-HRTimeline
Qtron Investments LLC6,296$1.41M0.19%-97413F-HRTimeline
GAMCO Investors (Gabelli)group of 2 filers holding6,282$1.4M+632Timeline
RENAISSANCE GROUP LLC6,262$1.4M0.06%-16413F-HRTimeline
one8zero8, LLC6,224$1.39M0.28%-24813F-HRTimeline
Capital Asset Advisory Services LLC6,216$1.39M0.05%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,216$1.39M0.02%new13F-HRTimeline
Solidarity Wealth, LLC6,210$1.39M0.24%013F-HRTimeline
Chung Wu Investment Group, LLC6,200$1.39M0.91%-1,25013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,185$1.38M0.02%-99313F-HRTimeline
Compound Planning, Inc.6,118$1.37M0.04%+76813F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC6,084$1.36M0.7%-3813F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding6,049$1.35M+2,911Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,995$1.34M0.03%-6,26413F-HRTimelineGroup
Everhart Financial Group, Inc.5,990$1.34M0.09%-14213F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP5,877$1.31M0.32%-3,12713F-HRTimeline
Retirement Planning Co of New England, …5,809$1.3M0.47%-7913F-HRTimeline
Adams Asset Advisors, LLC5,789$1.29M0.15%013F-HRTimeline
Marshall Financial Group, LLC5,769$1.29M0.19%+1413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,725$1.28M0.02%+913F-HRTimeline
Parallel Advisors, LLC5,702$1.28M0.02%+27113F-HRTimeline
AE Wealth Management LLC5,670$1.27M0.01%+1,64013F-HRTimeline
NWAM LLC5,662$1.27M0.06%-3313F-HRTimeline
WHITE PINE CAPITAL LLC5,659$1.27M0.3%-3013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,645$1.26M<0.01%-2,47213F-HRTimelineGroup
Lombard Odier Asset Management (Switzer…5,596$1.25M0.04%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,579$1.25M0.01%-1,28313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.5,445$1.22M0.02%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,297$1.18M0.07%+60513F-HRTimeline
Genesee Capital Advisors, LLC5,292$1.18M0.37%+3713F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…5,279$1.18M0.01%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,198$1.16M0.05%new13F-HRTimeline
KG Capital Management5,161$1.15M0.69%-1,40013F-HRTimeline
Applied Finance Capital Management, LLC5,150$1.15M0.09%+48213F-HRTimeline
Quantum Portfolio Management LLC5,120$1.15M0.41%-17213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding5,102$1.14M+869Timeline
HARRELL INVESTMENT PARTNERS, LLC5,084$1.14M0.25%+49813F-HRTimeline
Smartleaf Asset Management LLC4,974$1.13M0.04%013F-HRTimeline
TrueWealth Advisors, LLC5,060$1.13M0.26%013F-HRTimeline
Schonfeld Strategic Advisors LLC5,015$1.12M0.01%-12,28213F-HRTimeline
Snowden Capital Advisors LLC5,009$1.12M0.03%-92813F-HRTimeline
Ballentine Partners, LLC4,986$1.12M0.01%+6013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,971$1.11M0.02%+68313F-HRTimeline
Radnor Capital Management, LLC4,937$1.1M0.16%-15013F-HRTimeline
Chesley Taft & Associates LLC4,865$1.09M0.04%+27513F-HRTimeline
Harvest Portfolios Group Inc.4,811$1.08M0.02%+8113F-HRTimeline
CLOUGH CAPITAL PARTNERS L Pin group CLOUGH CAPITAL PARTNERS L P4,800$1.07M0.09%013F-HRTimelineGroup
Strategic Blueprint, LLC4,723$1.06M0.05%+84113F-HRTimeline
Checchi Capital Advisers, LLC4,720$1.06M0.07%+3013F-HRTimeline
Ellevest, Inc.4,686$1.05M0.12%-37013F-HRTimeline
TRUST CO OF VERMONT4,674$1.05M0.04%13F-HRTimeline
Veridan Wealth LLC4,664$1.04M0.36%+4613F-HRTimeline
Sargent Investment Group, LLC4,628$1.04M0.12%+11713F-HRTimeline
TBH Global Asset Management, LLC4,585$1.03M0.19%-20213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,579$1.02M0.01%-12813F-HRTimeline
Savvy Advisors, Inc.4,558$1.02M0.02%+1913F-HRTimeline
Regal Investment Advisors LLC4,531$1.01M0.05%-8013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC4,531$1.01M0.01%+22413F-HRTimeline
WEDBUSH SECURITIES INC4,492$1M0.03%-88013F-HRTimeline
Belpointe Asset Management LLC4,451$996K0.03%+413F-HRTimeline
Gilman Hill Asset Management, LLC4,447$995K0.14%013F-HRTimeline
Investors Research Corp4,431$991K0.18%+14113F-HRTimeline
GKV Capital Management Co., Inc.4,391$982K0.32%+57113F-HRTimeline
Pekin Hardy Strauss, Inc.4,371$978K0.09%-5013F-HRTimeline