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Disclosery

SPG SIMON PPTY GROUP INC NEW

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REIT (common), issuer CIK 1063761

1,175 managers (1,203 13F filers) reported a position in SPG shares at 2025-03-31, 294,626,495 shares in all. 97 filers opened a position and 92 filers sold out during the quarter.

Managers
1,175
13F filers
1,203
New
97
Added
477
Reduced
403
Sold out
92
Shares held by filers
294,626,495

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
PINNACLE ASSOCIATES LTD4,681$777K0.01%+44913F-HRTimeline
Invst, LLC4,676$777K0.11%-17713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…4,630$769K0.03%+12113F-HRTimelineGroup
Monument Capital Management4,612$766K0.24%-30913F-HRTimeline
WEDBUSH SECURITIES INC4,565$758K0.03%+34013F-HRTimeline
Michels Family Financial, LLC4,556$757K0.68%+11713F-HRTimeline
NorthRock Partners, LLC4,523$751K0.03%-11013F-HRTimeline
Pekin Hardy Strauss, Inc.4,516$750K0.09%+113F-HRTimeline
SUMITOMO LIFE INSURANCE CO4,471$743K0.03%+7013F-HRTimeline
Merit Financial Group, LLC4,465$742K0.01%+2,04913F-HRTimeline
Heritage Trust Co4,463$741K0.09%-6413F-HRTimeline
111 Capital4,457$740K0.14%+2,80913F-HRTimeline
Horizon Investments, LLC4,442$738K0.02%+22213F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI4,397$731K0.02%+35113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding4,637$727K+65Timeline
Dorsey & Whitney Trust CO LLC4,378$727K0.04%+28813F-HRTimeline
USA FINANCIAL FORMULAS4,317$717K0.12%new13F-HRTimeline
Prestige Wealth Management Group LLC4,314$716K0.15%+8513F-HR/ATimeline
IHT Wealth Management, LLC4,269$709K0.02%-14813F-HRTimeline
CW Advisors, LLC4,249$706K0.01%+1,88713F-HRTimeline
Mediolanum International Funds Ltd4,288$704K0.01%-24313F-HRTimeline
Cascade Financial Partners, LLC4,209$699K0.09%+2,96113F-HRTimeline
PROFUND ADVISORS LLC4,198$697K0.03%-95413F-HRTimeline
SkyView Investment Advisors, LLC4,156$690K0.1%+30813F-HRTimeline
Alta Wealth Advisors LLC4,139$687K0.32%-15513F-HRTimeline
Alpha Cubed Investments, LLC4,136$687K0.03%+58513F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …4,128$685K0.03%+47813F-HRTimelineGroup
Impact Partnership Wealth, LLC4,123$685K0.15%-78513F-HRTimeline
IFP Advisors, Inc4,094$680K0.02%+35913F-HRTimeline
TRUST CO OF VERMONT4,084$678K0.03%+3113F-HRTimeline
Future Financial Wealth Managment LLC4,065$675K0.5%+3613F-HRTimeline
Nabity-Jensen Investment Management Inc4,065$675K0.54%013F-HRTimeline
Belpointe Asset Management LLC4,054$673K0.04%-1513F-HRTimeline
FORTE CAPITAL LLC /ADV4,027$669K0.08%+37013F-HRTimeline
Allworth Financial LP4,250$664K<0.01%+1,09813F-HRTimeline
Joel Isaacson & Co., LLC3,978$661K0.03%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,944$655K0.01%-89313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC3,917$650K0.01%+92713F-HRTimeline
Everhart Financial Group, Inc.3,878$644K0.09%+32013F-HRTimeline
BEACON INVESTMENT ADVISORS LLC3,876$644K0.3%+2313F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,868$642K0.06%+5913F-HRTimelineGroup
Manske Wealth Management3,857$641K0.24%-60613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding3,851$640K-980Timeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,809$632K0.04%+51613F-HRTimelineGroup
Ellevest, Inc.3,799$631K0.04%-20513F-HRTimeline
WEALTH ALLIANCE, LLC3,775$627K0.08%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,746$622K0.02%+77813F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,730$619K0.12%+3613F-HRTimeline
RS CRUM INC.3,722$618K0.17%013F-HRTimeline
Siemens Fonds Invest GmbH3,718$617K0.04%+19013F-HRTimeline
Summit Financial, LLC3,707$616K0.02%+1113F-HRTimeline
Sound View Wealth Advisors Group, LLC3,631$603K0.05%-1,32813F-HRTimeline
GHE, LLC3,633$603K0.27%013F-HRTimeline
CTC Alternative Strategies, Ltd.3,600$598K0.73%new13F-HRTimeline
Autumn Glory Partners, LLC3,585$595K0.3%+87513F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,577$594K0.04%+3313F-HRTimeline
Murphy Pohlad Asset Management LLC3,536$587K0.25%013F-HRTimeline
Premier Path Wealth Partners, LLC3,535$587K0.09%-413F-HRTimeline
BEARING POINT CAPITAL, LLC3,532$587K0.12%013F-HRTimeline
MATHER GROUP, LLC.3,522$585K0.01%+16613F-HRTimeline
Element Wealth, LLC3,509$583K0.31%+3013F-HRTimeline
Baader Bank Aktiengesellschaft3,441$571K0.06%+1,97613F-HRTimeline
GARDA CAPITAL PARTNERS LP3,430$570K0.32%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,424$569K<0.01%-98313F-HR/ATimelineGroup
GABLES CAPITAL MANAGEMENT INC.3,415$567K0.28%013F-HRTimeline
SCHULHOFF & CO INC3,399$565K0.25%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,388$563K0.02%+20013F-HRTimelineGroup
Yoffe Investment Management, LLC3,383$562K0.83%013F-HRTimeline
PRIVATE TRUST CO NA3,382$562K0.06%+40413F-HRTimeline
AlphaCore Capital LLC3,381$562K0.05%+35213F-HRTimeline
Quantbot Technologies LP3,368$559K0.02%-6,25913F-HRTimeline
Farther Finance Advisors, LLC3,325$553K0.01%+78913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,324$552K0.02%+64713F-HRTimelineGroup
Supplemental Annuity Collective Trust o…3,300$548K0.17%013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW3,292$547K0.1%-5613F-HRTimelineGroup
Geneos Wealth Management Inc.3,287$546K0.01%+2,43713F-HRTimeline
HighPoint Advisor Group LLC3,471$544K0.03%+7513F-HRTimeline
OFI INVEST ASSET MANAGEMENT3,533$543K0.01%+313F-HRTimeline
Sargent Investment Group, LLC3,269$543K0.09%+83913F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC3,248$539K<0.01%new13F-HRTimeline
WHITE PINE CAPITAL LLC3,229$536K0.19%+8013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC3,225$536K0.09%013F-HRTimeline
S-Bank Fund Management Ltd3,206$532K0.1%13F-HRTimeline
Unique Wealth Strategies, LLC3,193$530K0.24%+14313F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…3,179$528K<0.01%new13F-HRTimelineGroup
Proficio Capital Partners LLC3,175$527K0.04%+2613F-HRTimeline
Scientech Research LLC3,172$527K0.14%new13F-HRTimeline
Graypoint LLC3,170$527K0.03%-12713F-HRTimeline
United Advisor Group, LLC3,136$521K0.11%+4813F-HRTimeline
FOSTER & MOTLEY INC3,128$519K0.03%013F-HRTimeline
First Dallas Securities Inc.3,100$515K0.22%013F-HRTimeline
Cohen Klingenstein LLC3,100$515K0.02%013F-HRTimeline
Rossmore Private Capital3,100$515K0.06%+40013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,093$514K0.01%+58913F-HRTimeline
Capital Investment Advisors, LLC3,086$512K0.01%+6613F-HRTimeline
Aptus Capital Advisors, LLC3,085$512K0.01%+67713F-HRTimeline
Sunbelt Securities, Inc.3,065$509K0.05%-87913F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…3,077$505K0.01%+1,32213F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,035$504K0.04%+28313F-HRTimeline
Smartleaf Asset Management LLC3,064$503K0.05%+26313F-HRTimeline
Sage Mountain Advisors LLC3,014$500K0.04%-43813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,003$499K0.01%-17813F-HRTimelineGroup
Merrion Investment Management Co, LLC3,000$498K0.36%013F-HRTimeline
Westover Capital Advisors, LLC3,000$498K0.11%013F-HRTimeline
Roble, Belko & Company, Inc3,000$498K0.08%013F-HRTimeline
Accuvest Global Advisors2,998$498K0.42%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,995$497K0.05%+37613F-HRTimeline
PFG Investments, LLC2,982$495K0.03%-68913F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS2,965$492K0.2%013F-HRTimeline
Sustainable Insight Capital Management,…2,949$490K0.24%+20013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,948$490K0.03%-14213F-HRTimeline
American Investment Services, Inc.2,943$489K0.09%-26013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,930$487K0.08%+513F-HRTimeline
JACKSON SQUARE CAPITAL, LLC2,904$482K0.16%-8813F-HRTimeline
WASHINGTON TRUST Co2,899$481K0.02%013F-HRTimeline
MFA WEALTH ADVISORS, LLC2,898$481K0.12%new13F-HRTimeline
LS Investment Advisors, LLC2,861$475K0.07%+54513F-HRTimeline
Arete Wealth Advisors, LLC2,848$474K0.04%-813F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…2,846$473K0.35%-5313F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC2,825$469K0.03%013F-HRTimeline
WealthTrust Axiom LLC2,800$465K0.14%+80013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,795$464K0.13%-613F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,779$462K0.22%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,764$459K0.19%-19813F-HRTimeline
Glass Jacobson Investment Advisors llc2,642$455K0.15%013F-HRTimeline
Strategic Advocates LLC2,711$450K0.16%-3313F-HRTimeline
Schechter Investment Advisors, LLC2,708$450K0.04%-1,09713F-HRTimeline
Oak Grove Capital LLC2,700$448K0.11%-90013F-HRTimeline
Alteri Wealth LLC2,657$441K0.19%+46113F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC2,656$441K0.09%013F-HRTimeline
Phocas Financial Corp.2,649$440K0.07%-5713F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC2,648$440K0.11%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,628$436K0.13%013F-HRTimeline
Fulcrum Capital LLC2,607$433K0.1%+36113F-HRTimeline
SIMON QUICK ADVISORS, LLC2,592$431K0.02%+50413F-HRTimeline
Robertson Stephens Wealth Management, L…2,583$429K0.02%-21613F-HRTimeline
Nilsine Partners, LLC2,568$426K0.05%-14413F-HRTimeline
JDM Financial Group LLC2,563$426K0.22%+813F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…2,554$424K0.02%-40013F-HRTimeline
Octavia Wealth Advisors, LLC2,552$424K0.05%+2013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC2,546$423K0.09%+3013F-HRTimeline
Asset Planning,Inc2,535$421K0.33%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT2,535$421K0.01%-26813F-HRTimeline
Mesirow Financial Investment Management…2,508$417K0.01%+38513F-HRTimeline
New England Research & Management, Inc.2,505$416K0.21%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,500$415K0.03%013F-HRTimeline
Financial Sense Advisors, Inc.2,500$415K0.12%013F-HRTimeline
William Allan Corp2,493$414K0.26%+43013F-HRTimeline
Welch Group, LLC2,520$414K0.02%013F-HRTimeline
Avestar Capital, LLC2,490$414K0.04%-40513F-HRTimeline
Sompo Asset Management Co., Ltd.2,470$410K0.08%-44013F-HRTimeline
L2 Asset Management, LLC2,441$405K0.08%+1,19613F-HRTimeline
UMB Bank, n.a.2,423$402K0.01%+3213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
O'ROURKE & COMPANY, Inc2,417$401K0.2%+913F-HRTimeline
Washington Trust Bank2,416$401K0.04%-29313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Silverleafe Capital Partners, LLC2,400$399K0.14%013F-HRTimeline
OPINICUS CAPITAL, INC.2,394$398K0.35%-12713F-HRTimeline
Arkadios Wealth Advisors2,389$397K0.02%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,388$397K0.01%+4213F-HRTimeline
Manchester Capital Management LLC2,368$393K0.05%+4513F-HRTimeline
LANARK FINANCIAL, INC.2,350$390K0.03%+2,34913F-HRTimeline
Aventura Private Wealth, LLC2,347$390K0.2%+2,28213F-HRTimeline
Legacy Financial Advisors, Inc.2,338$388K0.06%-19213F-HRTimeline
RATIONAL ADVISORS, INC.2,328$387K0.04%new13F-HRTimeline
Embree Financial Group2,327$386K0.06%+2813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,326$386K0.04%-1013F-HRTimeline
AMG National Trust Bank2,320$385K0.01%+47513F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC2,318$385K0.07%+5713F-HRTimeline
Rehmann Capital Advisory Group2,317$385K0.02%+20813F-HRTimeline
Modera Wealth Management, LLC2,310$384K0.01%+68913F-HRTimeline
V-Square Quantitative Management LLC2,295$381K0.06%-2413F-HRTimeline
Mutual Advisors, LLC2,423$380K0.01%-36113F-HRTimeline
LECAP ASSET MANAGEMENT LTD2,273$378K0.09%new13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…2,271$377K0.11%+7913F-HRTimeline
LRI Investments, LLC2,261$376K0.04%+913F-HRTimeline
Brooklyn Investment Group2,251$374K0.08%+8813F-HRTimeline
BURNEY CO/2,251$374K0.01%013F-HRTimeline
M&G PLCin group M&G PLC2,250$374K<0.01%new13F-HRTimelineGroup
PROMETHIUM ADVISORS,LLC2,244$373K0.24%-7,82413F-HRTimeline
Redhawk Wealth Advisors, Inc.2,223$369K0.05%+2813F-HRTimeline
Resonant Capital Advisors, LLC2,195$365K0.03%-4113F-HRTimeline
Freedom Investment Management, Inc.2,174$361K0.03%+7813F-HRTimeline
CONNING INC.in group CONNING INC.2,171$361K0.01%-1813F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,161$359K<0.01%+2113F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC2,150$357K0.03%013F-HRTimeline
Kaizen Financial Strategies2,148$357K0.21%+2713F-HRTimeline
Resurgent Financial Advisors LLC2,114$351K0.21%-26313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,082$346K0.01%-18513F-HRTimelineGroup
GATEWAY INVESTMENT ADVISERS LLC2,067$343K<0.01%+17213F-HRTimeline
Strategic Financial Concepts, LLC2,066$343K0.06%-70213F-HRTimeline
Bridgewater Associates, LP2,059$342K<0.01%+88013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,057$342K0.01%-1,40813F-HRTimelineGroup
ROCKLAND TRUST CO2,050$340K0.02%013F-HRTimeline
Bard Financial Services, Inc.2,040$339K0.04%-17013F-HRTimeline
Lafayette Investments, Inc.2,025$336K0.07%013F-HRTimeline
MANCHESTER FINANCIAL INC2,021$336K0.08%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,021$336K0.03%+40013F-HRTimeline
Fulton Bank, N.A.2,009$334K0.01%013F-HRTimeline
SageView Advisory Group, LLC2,009$334K0.01%+3013F-HRTimeline
Samalin Investment Counsel, LLC2,008$334K0.14%+66713F-HRTimeline