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Disclosery

SPG SIMON PPTY GROUP INC NEW

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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
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …4,370$977K0.07%new13F-HRTimelineGroup
GF FUND MANAGEMENT CO. LTD.4,349$973K0.01%-58613F-HRTimeline
Triad Wealth Partners, LLC4,239$971K0.06%+88613F-HRTimeline
MONETARY MANAGEMENT GROUP INC4,325$967K0.2%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,322$967K-338Timeline
FOX RUN MANAGEMENT, L.L.C.4,252$951K0.16%new13F-HRTimeline
VestGen Advisors, LLC4,232$947K0.03%-26013F-HRTimeline
Michels Family Financial, LLC4,215$943K0.6%+4113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,207$941K0.04%-10613F-HRTimeline
Advisors Capital Management, LLC4,201$940K0.01%+17613F-HRTimeline
Premier Path Wealth Partners, LLC4,201$939K0.11%+24113F-HRTimeline
Fairtree Asset Management (Pty) Ltd4,134$925K0.35%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC4,086$914K0.04%-3413F-HRTimeline
CFM WEALTH PARTNERS LLC4,069$910K0.12%+913F-HRTimeline
Candriam S.C.A.4,066$908K<0.01%-7,76913F-HRTimeline
Purkiss Capital Advisors LLC4,054$907K0.35%+19913F-HRTimeline
World Investment Advisors4,789$906K0.02%-19013F-HRTimeline
Future Financial Wealth Managment LLC4,023$906K0.56%+613F-HRTimeline
Alteri Wealth LLC4,001$895K0.25%+12013F-HRTimeline
Merrion Investment Management Co, LLC4,000$895K0.42%+1,00013F-HRTimeline
SUMITOMO LIFE INSURANCE CO3,997$894K0.01%-23013F-HRTimeline
BEACON INVESTMENT ADVISORS LLC3,976$889K0.28%+1613F-HRTimeline
BRIGHTON JONES LLC3,970$888K0.02%-6313F-HRTimeline
Manske Wealth Management3,911$875K0.22%-7413F-HRTimeline
Strathmore Capital Advisors, Inc.3,808$864K0.23%-19013F-HRTimeline
Adams Wealth Management3,811$852K0.16%+44013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,811$852K0.11%+3013F-HR/ATimeline
TWO SIGMA SECURITIES, LLC3,756$840K0.07%-42713F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co3,728$834K0.04%-86313F-HRTimelineGroup
RS CRUM INC.3,726$833K0.16%013F-HRTimeline
GTS SECURITIES LLC3,726$833K0.02%-1,76213F-HRTimeline
MATHER GROUP, LLC.3,712$830K0.01%+20613F-HRTimeline
Sound View Wealth Advisors Group, LLC3,694$826K0.05%-13513F-HRTimeline
Prime Capital Investment Advisors, LLC3,692$826K0.01%-3713F-HRTimeline
Turtle Creek Wealth Advisors, LLC3,677$823K0.04%+73313F-HRTimeline
Bernicke Wealth Management, Ltd.3,664$819K0.1%013F-HRTimeline
Procyon Advisors, LLC3,663$819K0.04%+31713F-HRTimeline
Employees Retirement System of Texas3,657$818K0.01%new13F-HRTimeline
Generali Asset Management SPA SGR3,647$816K0.01%-6,45613F-HRTimeline
Fisher Asset Management, LLC3,641$814K<0.01%+1,00013F-HRTimeline
GWN SECURITIES INC.3,628$811K0.14%-26313F-HRTimeline
Ashton Thomas Private Wealth, LLC3,624$811K0.02%+3413F-HRTimeline
BEARING POINT CAPITAL, LLC3,622$810K0.11%013F-HRTimeline
Advisors Asset Management, Inc.3,610$807K0.01%-3,94313F-HRTimeline
ASPIRIANT, LLC3,597$804K0.02%+20513F-HRTimeline
Autumn Glory Partners, LLC3,585$802K0.23%013F-HRTimeline
Ninety One UK Ltd3,566$798K<0.01%-58413F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,562$797K0.03%-4013F-HRTimeline
SCHULHOFF & CO INC3,531$790K0.32%013F-HRTimeline
IFP Advisors, Inc3,512$785K0.01%+68113F-HRTimeline
L2 Asset Management, LLC3,508$785K0.08%-30213F-HRTimeline
PCM Encore, LLC3,500$783K0.14%+2313F-HRTimeline
Proficio Capital Partners LLC3,483$779K0.03%+2,13613F-HRTimeline
Larson Financial Group LLC3,430$767K0.02%+42913F-HRTimeline
Capital Investment Advisors, LLC3,421$765K0.01%+19113F-HRTimeline
Chicago Partners Investment Group LLC3,387$763K0.02%+88013F-HRTimeline
United Advisor Group, LLC3,400$760K0.08%-613F-HRTimeline
Western Financial Corp/CA3,397$760K0.22%-5113F-HRTimeline
Yoffe Investment Management, LLC3,383$757K0.87%013F-HRTimeline
JDM Financial Group LLC3,370$754K0.26%+913F-HRTimeline
PROFUND ADVISORS LLC3,358$751K0.02%-4413F-HRTimeline
SATURNA CAPITAL CORP3,250$745K0.01%new13F-HRTimeline
Joel Isaacson & Co., LLC3,316$742K0.02%013F-HRTimeline
CWA Asset Management Group, LLC3,314$741K0.02%+53313F-HRTimeline
Golden Reserve Retirement LLC3,296$737K0.12%new13F-HRTimeline
REXFORD CAPITAL INC3,280$734K0.45%+8413F-HRTimeline
NorthCrest Asset Manangement, LLC3,308$727K0.02%+1,98713F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…3,227$722K0.56%+39013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC3,225$721K0.1%013F-HRTimeline
Welch Group, LLC3,215$719K0.02%+9513F-HRTimeline
WealthTrust Axiom LLC3,200$716K0.16%013F-HRTimeline
NFSG Corp3,196$715K0.09%+2,52913F-HRTimeline
TOWNSQUARE CAPITAL LLC3,152$705K0.13%+18913F-HRTimeline
Mutual Advisors, LLC3,130$700K0.01%+14813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding3,115$697K-9,288Timeline
Gryphon Financial Partners LLC3,114$696K0.06%+31713F-HRTimeline
First Dallas Securities Inc.3,100$693K0.23%013F-HRTimeline
Cohen Klingenstein LLC3,100$693K0.02%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.3,094$692K0.01%-40213F-HRTimeline
Index Technologies Group LLC3,081$689K0.55%-14913F-HRTimeline
Cheviot Value Management, LLC3,065$685K0.07%013F-HRTimeline
Argentarii, LLC3,109$683K0.21%+113F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW3,042$681K0.09%-4213F-HRTimelineGroup
Coppell Advisory Solutions LLC5,603$678K0.07%new13F-HRTimeline
New England Research & Management, Inc.3,010$673K0.26%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,007$672K0.01%new13F-HRTimeline
Brookfield Corp /ON/in group Brookfield Corp /ON/3,002$671K<0.01%-134,65213F-HRTimelineGroup
Roble, Belko & Company, Inc3,000$671K0.07%013F-HRTimeline
Westover Capital Advisors, LLC3,000$671K0.11%013F-HRTimeline
Nilsine Partners, LLC2,967$664K0.05%+3613F-HRTimeline
Pallas Capital Advisors LLC2,960$662K0.02%-71413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,952$660K0.09%+413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,942$658K0.02%+18513F-HRTimelineGroup
Rehmann Capital Advisory Group2,940$658K0.03%+61513F-HRTimeline
MFA WEALTH ADVISORS, LLC2,919$653K0.11%+613F-HRTimeline
Krane Funds Advisors LLC2,871$642K0.02%-12113F-HRTimeline
IHT Wealth Management, LLC2,857$639K0.01%-1,02113F-HRTimeline
Impact Partnership Wealth, LLC2,847$637K0.06%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC2,846$637K0.02%new13F-HRTimeline
Element Wealth, LLC2,839$635K0.24%+1713F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,838$635K0.03%-17913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,835$634K0.02%-13313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,813$629K0.11%-1513F-HRTimeline
Lantern Wealth Advisors, LLC2,775$621K0.28%+10013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …2,770$620K<0.01%-6513F-HRTimelineGroup
HBK Sorce Advisory LLC2,709$609K0.01%-31913F-HRTimeline
WealthBridge Capital Management, LLC2,712$607K0.12%-6113F-HRTimeline
OneDigital Investment Advisors LLC2,710$606K0.01%-3,20813F-HRTimeline
William Allan Corp2,707$605K0.3%+513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,700$602K0.04%+1913F-HRTimeline
American Investment Services, Inc.2,656$594K0.13%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,638$590K0.18%+113F-HRTimeline
Crestwood Advisors Group, LLC2,629$588K0.01%+65513F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,610$584K0.1%-9213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,608$583K0.01%-13913F-HRTimelineGroup
Intrua Financial, LLC2,606$583K0.06%+64613F-HRTimeline
Xcelsior Advisor Partners LLC2,606$583K0.08%new13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS2,891$582K0.16%013F-HRTimeline
WRIGHT INVESTORS SERVICE INC2,588$579K0.16%-1,86213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SCHNIEDERS CAPITAL MANAGEMENT, LLC.2,577$576K0.08%013F-HRTimeline
Kovack Advisors, Inc.2,563$572K0.03%-513F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP2,554$571K0.01%-148,62713F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Livforsakringsbolaget Skandia, Omsesidi…2,554$571K0.02%013F-HRTimeline
Asset Planning,Inc2,535$567K0.37%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,525$565K0.03%+1513F-HRTimeline
Financial Sense Advisors, Inc.2,525$565K0.11%+2513F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,515$562K0.2%013F-HRTimeline
Aprio Wealth Management, LLC2,512$562K0.03%+53813F-HRTimeline
Fulcrum Capital LLC2,512$562K0.11%-41713F-HRTimeline
MANCHESTER FINANCIAL INC2,511$562K0.1%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,505$560K0.02%-69813F-HRTimelineGroup
Sage Investment Advisers LLC2,505$560K0.38%+513F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,501$559K0.03%-2613F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…2,487$556K0.37%013F-HRTimeline
VELA Investment Management, LLC2,480$555K0.14%-22513F-HR/ATimeline
Tradition Wealth Management, LLC2,419$541K0.03%+31213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,415$540K0.01%-13013F-HRTimelineGroup
Manchester Capital Management LLC2,401$537K0.07%-1113F-HRTimeline
Silverleafe Capital Partners, LLC2,400$537K0.15%013F-HRTimeline
EP Wealth Advisors, LLC2,381$533K<0.01%+49713F-HRTimeline
Robertson Stephens Wealth Management, L…2,375$531K0.01%-2713F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC2,357$527K0.07%-1513F-HRTimeline
Blueshift Asset Management, LLC2,347$525K0.12%new13F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding2,329$521K+1,026Timeline
Carmel Capital Partners, LLC2,322$519K0.17%-4613F-HRTimeline
Rossmore Private Capital2,300$514K0.04%-10013F-HRTimeline
Monument Capital Management2,284$511K0.1%-1,02213F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE2,275$509K0.11%+1,05013F-HRTimeline
Prestige Wealth Management Group LLC2,272$508K0.09%-1,93513F-HRTimeline
PFG Investments, LLC2,271$508K0.02%-7013F-HRTimeline
AlphaCore Capital LLC2,262$506K0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,261$506K0.05%-513F-HRTimeline
Advisory Alpha, LLC2,254$505K0.01%+28113F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC7,200$504K0.39%013F-HRTimeline
Montecito Bank & Trust2,239$501K0.07%+42013F-HRTimeline
LMR Partners LLPin group LMR Partners LLP2,237$500K<0.01%-12,48513F-HRTimelineGroup
Avidian Wealth Enterprises, LLC2,234$500K0.01%+17513F-HRTimeline
GHE, LLC2,226$498K0.19%-11513F-HRTimeline
B. Riley Wealth Advisors, Inc.2,186$497K0.03%-27013F-HRTimeline
CX Institutional2,217$496K0.01%+31213F-HRTimeline
Summit Global Investmentsin group Summit Global Investments2,210$494K0.03%-1,76513F-HRTimelineGroup
Kaizen Financial Strategies2,215$494K0.2%+11913F-HRTimeline
V-Square Quantitative Management LLC2,194$491K0.05%+17513F-HRTimeline
INCEPTIONR LLC2,171$486K0.12%new13F-HRTimeline
Wilmington Savings Fund Society, FSB2,162$484K0.01%-7113F-HRTimeline
Deseret Mutual Benefit Administrators2,144$480K0.16%-33613F-HRTimeline
Nabity-Jensen Investment Management Inc2,141$479K0.29%-1513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,132$477K0.03%-4813F-HRTimeline
Mariner, LLCin group Mariner, LLC2,119$472K<0.01%-57,36013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT2,104$471K<0.01%new13F-HRTimeline
Howard Capital Management, LLC2,098$469K0.01%+95613F-HRTimeline
Samalin Investment Counsel, LLC2,080$465K0.15%-15113F-HRTimeline
Supplemental Annuity Collective Trust o…2,080$465K0.12%-13013F-HRTimeline
ROCKLAND TRUST CO2,078$465K0.02%013F-HRTimeline
Redhawk Wealth Advisors, Inc.2,077$464K0.05%-5813F-HRTimeline
WESBANCO BANK INC2,076$464K0.01%-3013F-HRTimeline
Providence First Trust Co2,076$464K0.13%+63213F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise2,069$462K0.02%-1,20113F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC2,065$462K0.07%+16713F-HRTimeline
BIRCH FINANCIAL GROUP, LLC2,047$458K0.24%013F-HRTimeline
Sompo Asset Management Co., Ltd.2,040$456K0.07%+34013F-HRTimeline
SVB WEALTH LLC2,037$455K0.03%+1013F-HRTimeline
Optas, LLC2,036$455K0.06%+12013F-HRTimeline
S-Bank Fund Management Ltd2,034$455K0.06%+21713F-HRTimeline
Baker Avenue Asset Management, LP2,025$453K0.01%+72813F-HRTimeline
Aster Capital Management (DIFC) Ltd2,017$451K0.1%+1,14013F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,014$450K0.04%-23713F-HRTimelineGroup
DIVERSIFIED TRUST CO2,005$448K0.01%-46213F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…2,003$448K0.01%-4813F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC1,971$448K0.01%+3013F-HRTimeline
OFI INVEST ASSET MANAGEMENT2,285$447K<0.01%+7813F-HRTimeline
Modera Wealth Management, LLC1,967$440K<0.01%+3213F-HRTimeline
Bragg Financial Advisors, Inc1,943$435K0.01%-33413F-HRTimeline
O'ROURKE & COMPANY, Inc1,937$433K0.15%+913F-HRTimeline
Quotient Wealth Partners, LLC1,929$431K0.01%+5113F-HRTimeline
Fulton Bank, N.A.1,928$431K0.01%013F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP1,917$429K0.04%-4213F-HRTimelineGroup
North Star Investment Management Corp.1,899$425K0.02%+213F-HRTimeline
Regent Peak Wealth Advisors LLC1,898$424K0.08%+4113F-HRTimeline
Prosperity Consulting Group, LLC1,896$424K0.02%+28313F-HRTimeline