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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
Prestige Wealth Management Group LLC4,229$728K0.15%-913F-HR/ATimeline
WEDBUSH SECURITIES INC4,225$728K0.03%-12713F-HRTimeline
Horizon Investments, LLC4,220$727K0.02%+2613F-HRTimeline
Dorsey & Whitney Trust CO LLC4,090$704K0.04%+49113F-HRTimeline
Nabity-Jensen Investment Management Inc4,065$700K0.53%013F-HRTimeline
TWO SIGMA SECURITIES, LLC4,061$699K0.13%new13F-HRTimeline
TRUST CO OF VERMONT4,053$698K0.03%-2713F-HRTimeline
Future Financial Wealth Managment LLC4,029$694K0.51%-19313F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI4,046$692K0.02%+27013F-HRTimeline
Ellevest, Inc.4,004$690K0.04%-1,68513F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/4,000$689K0.81%013F-HRTimeline
Catalyst Funds Management Pty Ltd4,000$689K0.17%-5,60013F-HRTimeline
Joel Isaacson & Co., LLC3,978$685K0.03%+58213F-HRTimeline
Belpointe Asset Management LLC4,069$681K0.04%013F-HRTimeline
Sunbelt Securities, Inc.3,944$674K0.06%-3413F-HRTimeline
Callan Family Office, LLC3,905$672K0.04%+2,30213F-HRTimeline
World Investment Advisors3,878$668K0.02%+34413F-HRTimeline
BEACON INVESTMENT ADVISORS LLC3,853$664K0.31%+2013F-HRTimeline
SkyView Investment Advisors, LLC3,848$663K0.11%+4513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,809$656K0.06%+713F-HRTimelineGroup
Larson Financial Group LLC3,806$655K0.03%+30313F-HRTimeline
Schechter Investment Advisors, LLC3,805$655K0.05%-12413F-HRTimeline
IFP Advisors, Inc3,735$643K0.02%+15913F-HRTimeline
RS CRUM INC.3,722$641K0.16%-113F-HRTimeline
MGO ONE SEVEN LLC3,696$637K0.02%+17613F-HRTimeline
Summit Financial, LLC3,696$637K0.02%+78513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,694$636K0.13%+3413F-HRTimeline
SVB WEALTH LLC3,681$634K0.01%new13F-HRTimeline
PFG Investments, LLC3,671$632K0.04%-513F-HRTimeline
FORTE CAPITAL LLC /ADV3,657$630K0.07%-7013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …3,650$628K0.03%-2,50813F-HRTimelineGroup
HighPoint Advisor Group LLC3,396$626K0.03%+6013F-HRTimeline
GHE, LLC3,633$626K0.25%013F-HR/ATimeline
Oak Grove Capital LLC3,600$620K0.12%013F-HRTimeline
Everhart Financial Group, Inc.3,558$613K0.13%+22913F-HRTimeline
Alpha Cubed Investments, LLC3,551$612K0.03%+30513F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,544$610K0.04%+2213F-HRTimeline
Premier Path Wealth Partners, LLC3,539$609K0.09%-7,63813F-HRTimeline
Murphy Pohlad Asset Management LLC3,536$609K0.26%-50013F-HRTimeline
BEARING POINT CAPITAL, LLC3,532$608K0.13%13F-HRTimeline
Siemens Fonds Invest GmbH3,528$603K0.04%013F-HR/ATimeline
Element Wealth, LLC3,479$599K0.31%+2813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,465$597K0.02%new13F-HRTimelineGroup
Sage Mountain Advisors LLC3,452$594K0.04%+20513F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC3,432$591K0.01%-9,81213F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.3,415$588K0.28%-2513F-HRTimeline
OFI INVEST ASSET MANAGEMENT3,530$587K0.01%13F-HRTimeline
ORG Partners LLC3,403$587K0.08%+39113F-HRTimeline
SCHULHOFF & CO INC3,399$585K0.21%+3313F-HRTimeline
Yoffe Investment Management, LLC3,383$583K0.87%13F-HR/ATimeline
MATHER GROUP, LLC.3,356$578K0.01%-10413F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW3,348$577K0.1%013F-HRTimelineGroup
Supplemental Annuity Collective Trust o…3,300$568K0.17%013F-HRTimeline
Graypoint LLC3,297$568K0.03%-613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,293$567K0.04%-1,84213F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management3,254$560K<0.01%-106,39013F-HRTimelineGroup
FOURPATH CAPITAL MANAGEMENT, LLC3,225$555K0.1%013F-HRTimeline
Vise Technologies, Inc.3,223$555K0.05%+1,84013F-HRTimeline
American Investment Services, Inc.3,203$552K0.1%013F-HR/ATimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,188$549K0.02%-11613F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…3,181$548K0.01%-17213F-HRTimelineGroup
Allworth Financial LP3,152$545K<0.01%+1,84213F-HRTimeline
WHITE PINE CAPITAL LLC3,149$542K0.18%+15013F-HRTimeline
Proficio Capital Partners LLC3,149$542K0.04%+76113F-HR/ATimeline
XTX Topco Ltdin group XTX Topco Ltd3,131$539K0.05%new13F-HRTimelineGroup
FOSTER & MOTLEY INC3,128$539K0.04%013F-HRTimeline
First Dallas Securities Inc.3,100$534K0.22%-50013F-HRTimeline
Cohen Klingenstein LLC3,100$534K0.02%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,090$532K0.03%+17313F-HRTimeline
United Advisor Group, LLC3,088$532K0.11%-1713F-HRTimeline
Unique Wealth Strategies, LLC3,050$525K0.23%+15813F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,038$523K0.04%-5913F-HRTimeline
AlphaCore Capital LLC3,029$522K0.11%new13F-HRTimeline
Capital Investment Advisors, LLC3,020$520K0.01%+2513F-HRTimeline
Roble, Belko & Company, Inc3,000$517K0.08%013F-HRTimeline
Merrion Investment Management Co, LLC3,000$517K0.36%013F-HRTimeline
Westover Capital Advisors, LLC3,000$517K0.11%013F-HRTimeline
JACKSON SQUARE CAPITAL, LLC2,992$515K0.12%+4013F-HRTimeline
Prime Capital Investment Advisors, LLC2,990$515K0.01%+6913F-HRTimeline
OSTRUM ASSET MANAGEMENT2,987$514K0.04%-12413F-HRTimeline
PRIVATE TRUST CO NA2,978$513K0.05%+87413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,968$511K0.02%-26213F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS2,965$511K0.22%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,962$510K0.2%+8013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…2,954$509K0.03%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,925$504K0.08%+7713F-HRTimeline
Sompo Asset Management Co., Ltd.2,910$501K0.08%new13F-HRTimeline
WASHINGTON TRUST Co2,899$499K0.02%013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…2,899$499K0.35%-10813F-HRTimeline
Avestar Capital, LLC2,895$499K0.05%+24713F-HRTimeline
Arete Wealth Advisors, LLC2,856$492K0.04%-47613F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC2,825$486K0.03%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT2,803$483K0.01%+16513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,801$482K0.12%+94813F-HR/ATimeline
Robertson Stephens Wealth Management, L…2,799$482K0.02%+22413F-HRTimeline
Mutual Advisors, LLC2,784$481K0.01%-1013F-HRTimeline
Smartleaf Asset Management LLC2,801$479K0.05%+75913F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,779$479K0.21%-20013F-HRTimeline
Lantern Wealth Advisors, LLC2,775$478K0.31%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,752$478K0.04%-889,33313F-HRTimeline
Strategic Financial Concepts, LLC2,768$477K0.09%+1713F-HR/ATimeline
Sustainable Insight Capital Management,…2,749$473K0.21%new13F-HRTimeline
Strategic Advocates LLC2,744$473K0.16%-48313F-HRTimeline
Nilsine Partners, LLC2,712$467K0.05%+24213F-HRTimeline
Autumn Glory Partners, LLC2,710$467K0.23%-2,71013F-HRTimeline
Washington Trust Bank2,709$467K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Phocas Financial Corp.2,706$466K0.06%new13F-HR/ATimeline
Rossmore Private Capital2,700$465K0.06%-50013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,677$461K0.03%+39513F-HRTimelineGroup
SCHNIEDERS CAPITAL MANAGEMENT LLC2,656$457K0.09%013F-HRTimeline
Glass Jacobson Investment Advisors llc2,642$455K0.15%+4013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BOKF, NAin group BOKF, NA2,648$453K0.01%-1,39713F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.2,628$453K0.14%+30013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,619$451K0.04%+43813F-HRTimeline
JDM Financial Group LLC2,555$440K0.23%-11113F-HRTimeline
Baker Avenue Asset Management, LP2,550$439K0.01%+1,15613F-HRTimeline
Farther Finance Advisors, LLC2,536$437K0.02%-24513F-HRTimeline
Asset Planning,Inc2,535$437K0.33%13F-HRTimeline
Octavia Wealth Advisors, LLC2,532$436K0.05%-4113F-HRTimeline
Legacy Financial Advisors, Inc.2,530$436K0.07%+4513F-HRTimeline
OPINICUS CAPITAL, INC.2,521$434K0.37%-17713F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC2,516$433K0.09%-6,14013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,504$431K0.01%13F-HRTimeline
New England Research & Management, Inc.2,505$431K0.22%-7513F-HRTimeline
Welch Group, LLC2,520$431K0.02%+513F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,500$431K0.03%013F-HRTimeline
Financial Sense Advisors, Inc.2,500$431K0.14%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,494$429K0.04%-9913F-HRTimeline
Huntleigh Advisors, Inc.2,463$424K0.09%13F-HRTimeline
Sargent Investment Group, LLC2,430$420K0.07%new13F-HRTimeline
DAVENPORT & Co LLC2,430$418K<0.01%+42513F-HRTimeline
Hutchens & Kramer Investment Management…2,420$417K0.23%-5313F-HRTimeline
Merit Financial Group, LLC2,416$416K0.01%new13F-HRTimeline
O'ROURKE & COMPANY, Inc2,408$415K0.2%-29913F-HRTimeline
Aptus Capital Advisors, LLC2,408$415K<0.01%+79313F-HRTimeline
Silverleafe Capital Partners, LLC2,400$413K0.13%013F-HRTimeline
Meridian Wealth Management, LLC2,422$413K0.02%+16313F-HRTimeline
UMB Bank, n.a.2,391$412K0.01%+6613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Resurgent Financial Advisors LLC2,377$409K0.24%new13F-HRTimeline
CW Advisors, LLC2,362$407K0.01%-81413F-HRTimeline
IBEX WEALTH ADVISORS2,346$404K0.05%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,346$404K0.02%+813F-HRTimeline
Lindbrook Capital, LLC2,344$404K0.04%+1613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,336$402K0.05%+413F-HRTimeline
Manchester Capital Management LLC2,323$400K0.05%+413F-HRTimeline
V-Square Quantitative Management LLC2,319$399K0.06%+21013F-HRTimeline
LS Investment Advisors, LLC2,316$399K0.06%+53513F-HRTimeline
Embree Financial Group2,299$396K0.07%-21613F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,267$390K<0.01%-11,03013F-HR/ATimelineGroup
AFFINITY WEALTH MANAGEMENT LLC2,261$389K0.07%013F-HRTimeline
LRI Investments, LLC2,252$388K0.04%013F-HRTimeline
BURNEY CO/2,251$388K0.01%+67413F-HRTimeline
Fulcrum Capital LLC2,246$387K0.08%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,226$386K0.04%+3513F-HRTimeline
Resonant Capital Advisors, LLC2,236$385K0.03%+9313F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS2,227$384K0.01%-2,13413F-HRTimelineGroup
Howard Capital Management, LLC2,217$382K0.01%+10813F-HRTimeline
Bard Financial Services, Inc.2,210$381K0.05%013F-HRTimeline
Alteri Wealth LLC2,196$378K0.1%13F-HRTimeline
Redhawk Wealth Advisors, Inc.2,195$378K0.05%013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…2,192$377K0.11%+1113F-HRTimeline
CONNING INC.in group CONNING INC.2,189$377K0.01%-12613F-HRTimelineGroup
Geller Advisors LLC2,181$376K0.02%-2713F-HRTimeline
CWA Asset Management Group, LLC2,171$374K0.02%-6,72113F-HRTimeline
Brooklyn Investment Group2,163$372K0.11%+813F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC2,150$370K0.03%-5013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,140$369K<0.01%+36013F-HRTimelineGroup
Mesirow Financial Investment Management…2,123$366K0.01%-2013F-HRTimeline
Kaizen Financial Strategies2,121$365K0.21%+2413F-HRTimeline
Kathmere Capital Management, LLC2,110$363K0.03%+4813F-HRTimeline
Rehmann Capital Advisory Group2,109$363K0.02%-5613F-HRTimeline
Catalina Capital Group, LLC2,104$362K0.12%+11813F-HRTimeline
Freedom Investment Management, Inc.2,096$361K0.03%-19013F-HRTimeline
SIMON QUICK ADVISORS, LLC2,088$360K0.02%+57013F-HRTimeline
William Allan Corp2,063$355K0.22%+13513F-HRTimeline
ROCKLAND TRUST CO2,050$353K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,029$349K0.02%+10713F-HRTimelineGroup
Lafayette Investments, Inc.2,025$349K0.07%-10013F-HRTimeline
MANCHESTER FINANCIAL INC2,021$348K0.08%013F-HRTimeline
Fulton Bank, N.A.2,009$346K0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.2,008$346K0.26%+4113F-HRTimeline
WealthTrust Axiom LLC2,000$344K0.1%013F-HRTimeline
Atlas Private Wealth Advisors2,000$344K0.05%013F-HRTimeline
SageView Advisory Group, LLC1,979$341K0.01%+18513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,974$340K0.01%+15713F-HRTimeline
INTRUST BANK NA1,937$334K0.03%-28213F-HRTimeline
FINANCIAL COUNSELORS INC1,922$331K<0.01%013F-HRTimeline
4WEALTH ADVISORS, INC.1,922$331K0.34%13F-HRTimeline
Badgley Phelps Wealth Managers, LLC1,921$331K0.01%+48813F-HRTimeline
Good Life Advisors, LLC1,908$329K0.02%-4513F-HRTimeline
Indie Asset Partners, LLC1,908$329K0.26%+913F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC1,895$326K<0.01%-15413F-HRTimeline
DRW Securities, LLC1,890$325K0.02%+19113F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co1,889$325K0.02%013F-HRTimeline
IFG Advisory, LLC1,877$323K0.02%new13F-HRTimeline
Cetera Trust Company, N.A1,875$323K0.21%-17513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,861$320K<0.01%-199,15713F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,860$320K0.01%-1,04213F-HRTimelineGroup
Piedmont Capital Management, LLC1,849$320K0.19%+313F-HRTimeline
LJI Wealth Management, LLC1,849$318K0.06%-30213F-HRTimeline