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Disclosery

SPG SIMON PPTY GROUP INC NEW

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REIT (common), issuer CIK 1063761

1,170 managers (1,197 13F filers) reported a position in SPG shares at 2024-12-31, 293,229,300 shares in all. 96 filers opened a position and 88 filers sold out during the quarter.

Managers
1,170
13F filers
1,197
New
96
Added
424
Reduced
416
Sold out
88
Shares held by filers
293,229,300

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
AVANTAX ADVISORY SERVICES, INC.14,504$2.5M0.02%+1,48613F-HRTimeline
U S WEALTH GROUP, LLC.14,329$2.47M1.87%13F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH14,100$2.43M0.03%+90013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…13,996$2.41M0.01%+91713F-HRTimeline
HUB Investment Partners, LLC13,930$2.4M0.1%+19913F-HRTimeline
Legacy Wealth Asset Management, LLC13,916$2.4M0.65%-29713F-HRTimeline
CASCADE INVESTMENT GROUP, INC.13,821$2.38M1.7%-25013F-HRTimeline
Diligent Investors, LLC13,673$2.35M0.54%-8913F-HRTimeline
CLOUGH CAPITAL PARTNERS L Pin group CLOUGH CAPITAL PARTNERS L P13,600$2.34M0.27%013F-HRTimelineGroup
CCM INVESTMENT ADVISERS LLC13,425$2.31M0.26%-1513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,400$2.31M0.02%-1,91913F-HRTimelineGroup
JAMISON PRIVATE WEALTH MANAGEMENT, INC.13,377$2.3M0.34%+2,47813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC13,372$2.3M0.02%-104,62713F-HRTimelineGroup
Cunning Capital Partners, LP13,265$2.28M1.37%013F-HRTimeline
Moran Wealth Management, LLC13,261$2.28M0.07%-14613F-HRTimeline
Jaffetilchin Investment Partners, LLC12,907$2.22M0.16%+14513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC12,883$2.22M0.24%013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…12,794$2.2M0.05%-17,62913F-HRTimelineGroup
TOWER BRIDGE ADVISORS12,775$2.2M0.23%-5013F-HRTimeline
Slagle Financial, LLC12,767$2.2M0.99%+1,14513F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC12,748$2.2M0.28%-4,84313F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP12,549$2.16M<0.01%+8,89713F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD12,500$2.15M0.01%+76013F-HRTimelineGroup
INSPIRE TRUST CO, N.A.12,500$2.15M0.55%013F-HRTimeline
Steward Partners Investment Advisory, L…12,442$2.14M0.02%-78213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,420$2.14M0.02%+7113F-HRTimelineGroup
Convergence Investment Partners, LLC12,369$2.13M0.48%+61013F-HRTimeline
Del-Sette Capital Management, LLC12,063$2.08M1.69%-52013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC11,811$2.03M0.26%-2313F-HRTimeline
Stamos Capital Partners, L.P.11,780$2.03M0.48%+5,82013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC11,599$2M0.77%+4013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC11,342$1.95M0.09%-16913F-HRTimeline
Presima Securities ULC11,302$1.95M0.48%013F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…11,299$1.95M0.03%-6,97913F-HR/ATimelineGroup
Cascade Investment Advisors, Inc.11,213$1.93M1.24%-4013F-HRTimeline
GKV Capital Management Co., Inc.11,170$1.92M0.78%13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT11,068$1.91M0.06%+1,21713F-HRTimeline
SIMPLEX TRADING, LLC11,052$1.9M0.05%new13F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV10,605$1.86M1.83%-1,38713F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG10,790$1.86M0.03%-17,17313F-HRTimelineGroup
KG Capital Management11,042$1.83M0.59%-3913F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC10,575$1.82M0.02%+7,64413F-HRTimelineGroup
MORGUARD LINCLUDEN GLOBAL INVESTMENTS L…10,562$1.82M0.22%-56913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Integrated Wealth Concepts LLC10,526$1.81M0.02%-38713F-HRTimeline
Orion Porfolio Solutions, LLC10,526$1.81M0.02%+38713F-HRTimeline
Orion Portfolio Solutions, LLC10,526$1.81M0.02%+38713F-HRTimeline
iA Global Asset Management Inc.10,380$1.79M0.03%-48013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC10,279$1.77M0.11%-1,15013F-HRTimeline
Western Financial Corp/CA10,237$1.76M0.97%+99213F-HRTimeline
Pine Valley Investments Ltd Liability Co10,085$1.74M0.11%013F-HRTimeline
PROMETHIUM ADVISORS,LLC10,068$1.73M1.19%+15613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,057$1.73M0.05%+2,50213F-HRTimelineGroup
BCGM Wealth Management, LLC10,016$1.72M0.55%+13913F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…9,981$1.72M0.33%+59413F-HRTimelineGroup
Sienna Gestion9,979$1.72M0.12%-82,53213F-HRTimeline
Mystic Asset Management, Inc.9,960$1.72M0.46%-2013F-HRTimeline
GREENLEAF TRUST9,939$1.71M0.02%+20313F-HRTimeline
PITCAIRN COin group PITCAIRN CO9,895$1.7M0.1%+5513F-HRTimelineGroup
CWM, LLCin group CWM, LLC9,705$1.67M0.01%+32313F-HRTimelineGroup
JEPPSON WEALTH MANAGEMENT, LLC9,680$1.67M0.6%-25013F-HRTimeline
CHOREO, LLC9,736$1.67M0.02%-61413F-HRTimeline
NewEdge Wealth, LLC9,647$1.66M0.03%+1,32013F-HRTimeline
Quantbot Technologies LP9,627$1.66M0.06%new13F-HRTimeline
OSSIAM9,553$1.65M0.03%-3,36513F-HRTimeline
Castle Rock Wealth Management, LLC8,880$1.64M0.39%+22313F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.9,488$1.63M0.06%-10613F-HRTimelineGroup
Perpetual Ltdin group Perpetual Ltd9,440$1.63M0.02%-1,17013F-HRTimelineGroup
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG9,409$1.62M0.02%013F-HRTimelineGroup
Cresset Asset Management, LLC9,246$1.59M0.01%-28,95513F-HRTimeline
SteelPeak Wealth, LLC9,153$1.58M0.07%+1,44613F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC9,084$1.56M1.3%-2,52413F-HRTimeline
One Capital Management, LLC9,079$1.56M0.05%013F-HRTimeline
NORDEN GROUP LLC9,004$1.55M0.18%-2713F-HRTimeline
Donoghue Forlines LLC8,952$1.54M0.52%-13,14513F-HRTimeline
Cullen Capital Management, LLC8,936$1.54M0.02%-1,76413F-HRTimeline
one8zero8, LLC8,868$1.53M0.33%13F-HRTimeline
Morangie Management LLC8,810$1.52M1.24%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,746$1.51M0.03%+2,04513F-HRTimelineGroup
MIdWestOne Financial Group, Inc.8,732$1.5M0.21%+2,86613F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…8,739$1.5M0.03%-90713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC8,545$1.47M<0.01%-22413F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.8,309$1.43M0.06%+9013F-HRTimeline
Valeo Financial Advisors, LLC8,256$1.42M0.04%-1,18813F-HRTimeline
GAMCO Investors (Gabelli)group of 2 filers holding8,230$1.42M-550Timeline
ODDO BHF ASSET MANAGEMENT SAS8,202$1.41M0.07%+1,43613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Palogic Value Management, L.P.8,157$1.4M0.56%+2413F-HR/ATimeline
Harvest Portfolios Group Inc.8,146$1.4M0.05%+2,55413F-HRTimeline
Frank, Rimerman Advisors LLC8,031$1.38M0.1%+20713F-HRTimeline
Bedel Financial Consulting, Inc.7,618$1.36M0.19%013F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co7,921$1.36M0.05%-40013F-HRTimelineGroup
Qtron Investments LLC7,798$1.34M0.19%013F-HRTimeline
Chung Wu Investment Group, LLC7,750$1.33M1.34%13F-HRTimeline
RENAISSANCE GROUP LLC7,689$1.32M0.05%-45513F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC7,646$1.32M0.01%-1,09713F-HRTimelineGroup
Assenagon Asset Management S.A.7,602$1.31M<0.01%-4813F-HRTimeline
AXS Investments LLC7,507$1.29M0.36%-29613F-HRTimeline
Illinois Municipal Retirement Fund7,454$1.28M0.02%013F-HRTimeline
Bramshill Investments, LLC7,433$1.28M0.2%-4013F-HRTimeline
GC Wealth Management RIA, LLC7,408$1.28M0.22%+1,19813F-HRTimeline
CFM WEALTH PARTNERS LLC7,285$1.25M0.21%+98413F-HRTimeline
TrueWealth Advisors, LLC7,260$1.25M0.42%013F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC7,258$1.25M0.12%-33713F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC7,205$1.24M1.16%013F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…7,150$1.23M0.21%013F-HRTimelineGroup
SG Americas Securities, LLC7,151$1.23M0.01%+2,32013F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC7,138$1.23M0.7%new13F-HRTimeline
Argentarii, LLC7,136$1.23M0.62%13F-HRTimeline
Black Swift Group, LLC7,060$1.22M0.26%-4,97513F-HRTimeline
Gifford Fong Associates7,000$1.21M0.3%013F-HRTimeline
Carmel Capital Partners, LLC6,954$1.2M0.48%+5513F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC6,909$1.19M0.07%new13F-HRTimeline
Wilmington Savings Fund Society, FSB6,827$1.18M0.02%+1,89513F-HRTimeline
Quantitative Investment Management, LLC6,714$1.16M0.09%new13F-HRTimeline
Laird Norton Wetherby Wealth Management…6,710$1.16M0.06%-35913F-HRTimeline
Wedmont Private Capital6,727$1.15M0.06%+21613F-HRTimeline
Knollwood Investment Advisory, LLC6,650$1.15M0.12%013F-HRTimeline
SHELL ASSET MANAGEMENT CO6,592$1.14M0.05%013F-HRTimeline
AlphaQuest LLC6,565$1.13M0.15%new13F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC6,526$1.12M<0.01%-2513F-HRTimeline
Perigon Wealth Management, LLC6,459$1.12M0.03%-17813F-HRTimeline
Nebula Research & Development LLC6,433$1.11M0.13%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.6,343$1.09M0.05%+15413F-HRTimeline
Retirement Planning Co of New England, …6,324$1.09M0.53%-4413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,318$1.09M0.02%+20413F-HRTimeline
OneDigital Investment Advisors LLC6,314$1.09M0.01%-19513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,310$1.09M<0.01%+22013F-HRTimelineGroup
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…6,309$1.09M0.03%-10,50013F-HRTimelineGroup
FNY Investment Advisers, LLC6,300$1.08M0.56%-1,80013F-HRTimeline
Bleakley Financial Group, LLC6,237$1.07M0.03%+6213F-HRTimeline
Solidarity Wealth, LLC6,170$1.06M0.28%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,169$1.06M0.24%-113F-HRTimeline
MSH Capital Advisors LLC6,114$1.05M0.33%013F-HRTimeline
Compound Planning, Inc.6,102$1.05M0.05%+37313F-HRTimeline
Quantum Portfolio Management LLC6,091$1.05M0.56%+42613F-HRTimeline
Regal Investment Advisors LLC6,033$1.04M0.08%+21313F-HRTimeline
SYON CAPITAL LLC5,997$1.03M0.09%-10013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.5,925$1.02M0.02%13F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP5,887$1.01M0.41%-14,86313F-HRTimeline
HB Wealth Management, LLC5,851$1.01M0.01%+71813F-HRTimeline
Snowden Capital Advisors LLC5,843$1.01M0.03%-2,05213F-HRTimeline
Sigma Planning Corp5,839$1.01M0.03%-22313F-HRTimeline
Sequoia Financial Advisors, LLC5,812$1M0.01%+1,35413F-HR/ATimeline
Adams Asset Advisors, LLC5,789$997K0.13%013F-HRTimeline
ASPIRIANT, LLC5,777$995K0.04%-7413F-HRTimeline
Clarius Group, LLC5,732$987K0.07%-2,94513F-HRTimeline
Radnor Capital Management, LLC5,732$987K0.16%-3,74713F-HRTimeline
Parallel Advisors, LLC5,704$982K0.02%+65013F-HRTimeline
Investors Research Corp5,688$980K0.22%-64313F-HRTimeline
Checchi Capital Advisers, LLC5,564$958K0.07%-1113F-HRTimeline
SIGNATUREFD, LLC5,542$954K0.02%+7113F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,418$933K0.18%+4,83113F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…5,279$933K0.01%013F-HRTimeline
Applied Finance Capital Management, LLC5,378$926K0.04%-30613F-HRTimeline
GAMMA Investing LLC5,331$918K0.08%+63013F-HRTimeline
Ballentine Partners, LLC5,296$912K0.02%+59413F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK5,294$912K0.03%+1,37213F-HRTimelineGroup
Ausdal Financial Partners, Inc.5,166$890K0.08%-24613F-HRTimeline
PROFUND ADVISORS LLC5,152$887K0.03%-3,28613F-HRTimeline
INCEPTIONR LLC5,150$887K0.2%-67313F-HRTimeline
Gilman Hill Asset Management, LLC5,146$886K0.15%-30513F-HRTimeline
Morningstar Investment Management LLCgroup of 2 filers holding5,123$882K-1,863Timeline
TBH Global Asset Management, LLC5,104$879K0.21%+213F-HRTimeline
Emergent Wealth Advisors, LLC5,085$876K0.63%+10913F-HRTimeline
Genesee Capital Advisors, LLC5,055$871K0.4%-8513F-HRTimeline
Vestmark Advisory Solutions, Inc.5,015$864K0.03%+7013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC5,001$861K0.04%-5,36013F-HRTimeline
AMERICAN ASSETS INCin group American Assets Investment Ma…5,000$861K0.27%013F-HR/ATimelineGroup
Sound View Wealth Advisors Group, LLC4,959$854K0.07%-5113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,954$853K0.03%-19913F-HRTimeline
Monument Capital Management4,921$848K0.23%-6513F-HRTimeline
Impact Partnership Wealth, LLC4,908$845K0.17%+2613F-HRTimeline
United Super Pty Ltd in its capacity as…4,900$844K0.03%new13F-HRTimeline
WESPAC Advisors, LLC4,882$841K0.62%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC4,879$840K0.27%+1413F-HRTimeline
Invst, LLC4,853$836K0.1%+2913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,837$833K0.01%-6013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding4,831$832K-231Timeline
American Trust Investment Advisors, LLC4,832$832K0.34%+93513F-HRTimeline
SUMMIT SECURITIES GROUP LLC4,801$827K0.31%+3,10113F-HRTimeline
InTrack Investment Management Inc4,743$823K0.57%+1,67513F-HRTimeline
MONETARY MANAGEMENT GROUP INC4,775$822K0.21%013F-HRTimeline
Veridan Wealth LLC4,722$819K0.38%13F-HRTimeline
Cubist Systematic Strategies, LLC4,686$807K0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.4,646$800K0.03%-2,42313F-HRTimeline
NorthRock Partners, LLC4,633$798K0.03%+5613F-HR/ATimeline
Diversify Advisory Services, LLCgroup of 2 filers holding4,572$782K+1,611Timeline
MUFG SECURITIES AMERICAS INC.4,528$780K0.1%13F-HRTimeline
Heritage Trust Co4,527$780K0.09%13F-HRTimeline
Pekin Hardy Strauss, Inc.4,515$778K0.1%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…4,509$777K0.15%+30713F-HRTimelineGroup
Mediolanum International Funds Ltd4,531$772K0.01%013F-HRTimeline
Manske Wealth Management4,463$769K0.31%13F-HRTimeline
Michels Family Financial, LLC4,439$764K0.7%13F-HRTimeline
Portside Wealth Group, LLC4,435$764K0.13%+28213F-HR/ATimeline
IHT Wealth Management, LLC4,417$761K0.02%-85313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,407$759K0.01%+3213F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO4,401$758K0.01%-15913F-HRTimeline
EP Wealth Advisors, LLC4,388$756K0.01%+2,53713F-HRTimeline
Alta Wealth Advisors LLC4,294$739K0.32%-1013F-HRTimeline
PINNACLE ASSOCIATES LTD4,232$729K0.01%+2,03413F-HRTimeline