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Disclosery

SPG SIMON PPTY GROUP INC NEW

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REIT (common), issuer CIK 1063761

1,256 managers (1,291 13F filers) reported a position in SPG shares at 2025-12-31, 293,574,172 shares in all. 99 filers opened a position and 75 filers sold out during the quarter.

Managers
1,256
13F filers
1,291
New
99
Added
496
Reduced
412
Sold out
75
Shares held by filers
293,574,172

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Stratos Wealth Partners, LTD.group of 2 filers holding4,650$861K+10Timeline
PROFUND ADVISORS LLC4,618$855K0.03%+44413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,598$851K<0.01%+89113F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT4,593$850K0.01%+2,05813F-HRTimeline
Veridan Wealth LLC4,563$845K0.28%+5313F-HRTimeline
Pekin Hardy Strauss, Inc.4,520$837K0.08%+3013F-HRTimeline
Machina Capital S.A.S.4,502$833K0.16%new13F-HRTimeline
Versor Investments LP4,500$833K0.13%new13F-HRTimeline
Brooklyn Investment Group4,439$833K0.04%+1,46313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,490$831K0.06%+57413F-HRTimeline
NWAM LLC4,431$821K0.05%new13F-HRTimeline
Checchi Capital Advisers, LLC4,429$820K0.06%-1513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC4,427$819K0.03%-64513F-HRTimeline
L2 Asset Management, LLC4,388$812K0.11%+69113F-HRTimeline
Smartleaf Asset Management LLC4,296$803K0.03%+17613F-HRTimeline
MONETARY MANAGEMENT GROUP INC4,325$801K0.19%013F-HRTimeline
Dorsey & Whitney Trust CO LLC4,307$797K0.04%+19213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,294$795K0.06%-76413F-HRTimeline
Michels Family Financial, LLC4,248$786K0.58%-8513F-HRTimeline
CacheTech Inc.4,155$769K0.14%+1,16713F-HRTimeline
CFM WEALTH PARTNERS LLC4,150$768K0.11%-48013F-HRTimeline
Invst, LLC4,147$768K0.08%-31113F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC4,133$765K0.08%-57013F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO4,115$762K0.02%+4513F-HRTimeline
VestGen Advisors, LLC4,096$758K0.03%+7413F-HRTimeline
Future Financial Wealth Managment LLC4,085$753K0.51%+613F-HRTimeline
WHITE PINE CAPITAL LLC4,057$751K0.21%+10313F-HRTimeline
LMR Partners LLPin group LMR Partners LLP4,038$747K0.01%new13F-HRTimelineGroup
Joel Isaacson & Co., LLC4,018$744K0.02%+4013F-HRTimeline
HighPoint Advisor Group LLC4,003$741K0.02%-2013F-HRTimeline
Manske Wealth Management4,002$741K0.22%+213F-HRTimeline
Strathmore Capital Advisors, Inc.3,998$740K0.24%-113F-HRTimeline
Sargent Investment Group, LLC3,998$740K0.09%new13F-HRTimeline
SkyView Investment Advisors, LLC3,986$738K0.09%-9313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,955$732K0.01%+49013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,945$730K0.04%-31413F-HRTimelineGroup
BEACON INVESTMENT ADVISORS LLC3,938$729K0.29%+2013F-HRTimeline
GKV Capital Management Co., Inc.3,920$726K0.27%013F-HRTimeline
Sage Mountain Advisors LLC3,915$725K0.04%+52913F-HRTimeline
Alteri Wealth LLC3,861$715K0.23%+24113F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC3,844$712K0.02%+2,48813F-HRTimeline
Bernicke Wealth Management, Ltd.3,824$708K0.09%13F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,804$704K0.1%+5713F-HRTimeline
RS CRUM INC.3,726$690K0.14%013F-HRTimeline
Sound View Wealth Advisors Group, LLC3,714$687K0.05%+213F-HRTimeline
GWN SECURITIES INC.3,711$687K0.14%+72113F-HRTimeline
IHT Wealth Management, LLC3,687$683K0.02%-22613F-HRTimeline
Summit Financial, LLC3,676$680K0.01%-8913F-HRTimeline
Pallas Capital Advisors LLC3,630$672K0.02%-7213F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,624$671K0.04%+2913F-HRTimeline
Sunbelt Securities, Inc.3,608$668K0.04%+913F-HRTimeline
Nabity-Jensen Investment Management Inc3,590$665K0.45%013F-HRTimeline
Alpha Cubed Investments, LLC3,586$664K0.02%-2,56613F-HRTimeline
Autumn Glory Partners, LLC3,585$664K0.23%013F-HRTimeline
BEARING POINT CAPITAL, LLC3,572$661K0.1%013F-HRTimeline
AE Wealth Management LLC3,557$658K<0.01%+85813F-HRTimeline
SCHULHOFF & CO INC3,531$654K0.28%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,530$653K<0.01%+1,77713F-HRTimelineGroup
Purkiss Capital Advisors LLC3,465$641K0.3%+613F-HRTimeline
Premier Path Wealth Partners, LLC3,443$637K0.08%+19813F-HRTimeline
PCM Encore, LLC3,414$632K0.13%13F-HRTimeline
United Advisor Group, LLC3,388$627K0.08%+18313F-HRTimeline
Yoffe Investment Management, LLC3,383$626K0.8%013F-HRTimeline
MATHER GROUP, LLC.3,355$621K0.01%+33213F-HRTimeline
JDM Financial Group LLC3,350$620K0.24%-47213F-HRTimeline
Monument Capital Management3,325$616K0.15%+1,04413F-HRTimeline
Index Technologies Group LLC3,312$613K0.64%13F-HRTimeline
Prime Capital Investment Advisors, LLC3,304$612K0.01%+5413F-HRTimeline
Supplemental Annuity Collective Trust o…3,300$611K0.16%013F-HRTimeline
GTS SECURITIES LLC3,287$608K0.02%+1,13013F-HRTimeline
TTP Investments, Inc.3,276$606K0.2%+113F-HRTimeline
Strategic Blueprint, LLC3,267$605K0.04%+1,34813F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC3,225$597K0.08%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC3,220$596K0.1%+1,28613F-HRTimeline
WealthTrust Axiom LLC3,200$592K0.15%013F-HRTimeline
OFI INVEST ASSET MANAGEMENT3,729$588K0.01%+21713F-HRTimeline
Waverly Advisors, LLC3,167$586K<0.01%+63613F-HRTimeline
Triad Wealth Partners, LLC3,160$585K0.06%+41013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW3,137$581K0.08%013F-HRTimelineGroup
Argentarii, LLC3,134$580K0.19%013F-HRTimeline
Welch Group, LLC3,116$577K0.02%+14013F-HRTimeline
HBK Sorce Advisory LLC2,878$574K0.01%+6913F-HRTimeline
Capital Investment Advisors, LLC3,102$574K0.01%+5313F-HRTimeline
First Dallas Securities Inc.3,100$574K0.21%013F-HRTimeline
Cohen Klingenstein LLC3,100$574K0.02%013F-HRTimeline
Cheviot Value Management, LLC3,065$563K0.06%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,038$562K0.03%+4113F-HRTimeline
New England Research & Management, Inc.3,010$557K0.24%-9013F-HRTimeline
Merrion Investment Management Co, LLC3,000$555K0.3%013F-HRTimeline
Westover Capital Advisors, LLC3,000$555K0.1%013F-HRTimeline
Roble, Belko & Company, Inc3,000$555K0.07%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,980$552K0.01%+11913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,952$547K0.02%+9613F-HRTimelineGroup
TD Waterhouse Canada Inc.2,949$546K<0.01%+14213F-HRTimeline
Mutual Advisors, LLC2,944$545K0.01%013F-HRTimeline
REXFORD CAPITAL INC2,943$545K0.41%+23013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS2,935$543K0.16%013F-HRTimeline
Fulcrum Capital LLC2,929$542K0.11%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,923$541K0.08%+1013F-HRTimeline
MFA WEALTH ADVISORS, LLC2,898$536K0.11%013F-HRTimeline
Adams Wealth Management2,866$531K0.11%-12213F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,828$524K0.11%new13F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC2,825$523K0.03%013F-HRTimeline
Nilsine Partners, LLC2,825$523K0.05%+22413F-HRTimeline
Savvy Advisors, Inc.2,818$522K0.02%+1,35913F-HRTimeline
Element Wealth, LLC2,804$519K0.21%+2013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …2,792$518K<0.01%13F-HR/ATimelineGroup
IFP Advisors, Inc2,795$517K0.01%-41013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.2,792$516K0.01%new13F-HRTimelineGroup
FIDEURAM - INTESA SANPAOLO PRIVATE BANK…2,785$516K0.02%13F-HR/ATimeline
TOWNSQUARE CAPITAL LLC2,781$515K0.12%+35613F-HRTimeline
Lantern Wealth Advisors, LLC2,775$514K0.27%013F-HRTimeline
GHE, LLC2,756$510K0.17%new13F-HRTimeline
William Allan Corp2,754$510K0.29%+1013F-HRTimeline
Strategic Advocates LLC2,728$510K0.13%-21913F-HRTimeline
Western Financial Corp/CA2,749$509K0.2%+7013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,745$508K0.03%-9513F-HRTimeline
Rehmann Capital Advisory Group2,727$505K0.03%+49913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,717$503K0.01%-7613F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,715$503K0.21%-2513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,714$502K0.02%+26713F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…2,708$501K0.01%-16113F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,701$500K0.01%+4113F-HRTimelineGroup
Oak Grove Capital LLC2,700$500K0.1%013F-HRTimeline
Fisher Asset Management, LLC2,680$496K<0.01%+45913F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,663$493K0.12%+13013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,660$492K0.02%+5413F-HRTimeline
American Investment Services, Inc.2,656$492K0.11%013F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC2,648$490K0.11%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,636$488K0.16%-10913F-HR/ATimeline
PARADIGM ASSET MANAGEMENT CO LLC2,635$488K0.11%-10013F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC2,600$481K0.14%new13F-HRTimeline
Turtle Creek Wealth Advisors, LLC2,578$477K0.04%+32613F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.2,577$477K0.07%013F-HRTimeline
CWA Asset Management Group, LLC2,575$477K0.02%+32313F-HRTimeline
Octavia Wealth Advisors, LLC2,558$473K0.05%-3313F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…2,554$473K0.02%013F-HRTimeline
Gryphon Financial Partners LLC2,550$472K0.05%+41813F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P2,535$469K0.01%new13F-HRTimeline
Asset Planning,Inc2,535$469K0.33%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,527$468K0.02%+113F-HRTimeline
EP Wealth Advisors, LLC2,520$467K<0.01%13F-HRTimeline
MANCHESTER FINANCIAL INC2,511$465K0.09%013F-HRTimeline
Financial Sense Advisors, Inc.2,500$463K0.09%013F-HRTimeline
Rossmore Private Capital2,500$463K0.04%013F-HRTimeline
Sage Investment Advisers LLC2,495$462K0.35%13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,489$461K0.03%+14513F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…2,487$460K0.31%-5213F-HRTimeline
Kovack Advisors, Inc.2,433$450K0.02%+71213F-HR/ATimeline
Embree Financial Group2,414$447K0.05%+5613F-HRTimeline
Manchester Capital Management LLC2,412$446K0.06%+6113F-HRTimeline
WESBANCO BANK INC2,411$446K0.01%+33513F-HRTimeline
Silverleafe Capital Partners, LLC2,400$444K0.13%013F-HRTimeline
Bramshill Investments, LLC2,400$444K0.03%013F-HRTimeline
Carmel Capital Partners, LLC2,379$440K0.15%013F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC2,372$439K0.06%013F-HRTimeline
Robertson Stephens Wealth Management, L…2,371$439K0.01%-1213F-HRTimeline
Larson Financial Group LLC2,367$438K0.01%-3,54213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,360$437K0.01%+5213F-HRTimelineGroup
Phocas Financial Corp.2,355$436K0.06%-2113F-HR/ATimeline
Bragg Financial Advisors, Inc2,351$435K0.01%+18313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,338$433K0.03%+413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…2,337$433K0.01%+613F-HRTimelineGroup
GATEWAY INVESTMENT ADVISERS LLC2,325$430K<0.01%+27013F-HRTimeline
Krane Funds Advisors LLC2,316$429K0.01%-25513F-HRTimeline
Redhawk Wealth Advisors, Inc.2,305$427K0.05%+2713F-HRTimeline
Chicago Partners Investment Group LLC2,297$424K0.01%-9713F-HRTimeline
PFG Investments, LLC2,291$424K0.02%+9413F-HRTimeline
Simplicity Wealth,LLC2,278$422K0.03%+47113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,254$417K0.04%+613F-HRTimeline
PROMETHIUM ADVISORS,LLC2,244$415K0.22%013F-HRTimeline
Wilmington Savings Fund Society, FSB2,233$413K0.01%-5013F-HRTimeline
Wealthspire Advisors, LLC2,211$409K<0.01%+87413F-HRTimeline
Procyon Advisors, LLC2,188$405K0.02%new13F-HRTimeline
Howard Capital Management, LLC2,186$405K0.01%+1113F-HRTimeline
V-Square Quantitative Management LLC2,171$402K0.04%new13F-HRTimeline
Modera Wealth Management, LLC2,167$401K<0.01%+113F-HRTimeline
OPINICUS CAPITAL, INC.2,164$401K0.28%-23713F-HRTimeline
Aptus Capital Advisors, LLC2,154$399K<0.01%+8913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC2,148$398K0.03%+70413F-HRTimeline
SVB WEALTH LLC2,140$396K0.02%-4013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC2,134$395K0.03%-5013F-HRTimeline
O'ROURKE & COMPANY, Inc2,124$393K0.15%+5713F-HRTimeline
BSW Wealth Partners2,094$388K0.05%+613F-HRTimeline
ROCKLAND TRUST CO2,078$385K0.02%+2813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,075$384K0.02%new13F-HRTimeline
Kaizen Financial Strategies2,068$383K0.17%-22513F-HRTimeline
Samalin Investment Counsel, LLC2,049$379K0.13%-3513F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC2,043$378K0.06%-10013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC2,042$378K0.22%+113F-HRTimeline
4WEALTH ADVISORS, INC.2,033$376K0.33%+4613F-HRTimeline
Intrua Financial, LLC2,023$374K0.04%-1,76613F-HRTimeline
J. Team Financial, Inc.2,019$374K0.37%+1713F-HRTimeline
Sompo Asset Management Co., Ltd.2,010$372K0.06%-44013F-HRTimeline
VELA Investment Management, LLC1,988$368K0.1%013F-HR/ATimeline
CX Institutional1,982$367K0.01%+27513F-HRTimeline
Castle Rock Wealth Management, LLC1,935$365K0.08%-23513F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC1,960$363K<0.01%-4,73513F-HRTimelineGroup
SageView Advisory Group, LLC1,958$363K0.01%-22613F-HRTimeline
Optas, LLC1,954$362K0.06%+2213F-HRTimeline