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Disclosery

SPG SIMON PPTY GROUP INC NEW

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REIT (common), issuer CIK 1063761

1,272 managers (1,313 13F filers) reported a position in SPG shares at 2026-03-31, 292,909,216 shares in all. 102 filers opened a position and 84 filers sold out during the quarter.

Managers
1,272
13F filers
1,313
New
102
Added
514
Reduced
447
Sold out
84
Shares held by filers
292,909,216

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CacheTech Inc.4,720$880K0.17%+56513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,707$878K0.01%+11413F-HR/ATimeline
Pinnacle Wealth Management Advisory Gro…4,692$875K0.06%+20213F-HRTimeline
Checchi Capital Advisers, LLC4,690$875K0.06%+26113F-HRTimeline
Applied Finance Capital Management, LLC4,668$871K0.07%-11313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,660$869K-1,115Timeline
Veridan Wealth LLC4,618$861K0.33%+5513F-HRTimeline
Regal Investment Advisors LLC4,611$860K0.05%-9813F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co4,591$856K0.04%-22913F-HRTimelineGroup
Chesley Taft & Associates LLC4,590$856K0.04%new13F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC4,586$855K0.2%new13F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.4,573$853K0.15%+2,93313F-HRTimelineGroup
Savvy Advisors, Inc.4,539$847K0.02%+1,72113F-HRTimeline
Sargent Investment Group, LLC4,511$841K0.11%+51313F-HRTimeline
WRIGHT INVESTORS SERVICE INC4,450$830K0.26%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Belpointe Asset Management LLC4,447$830K0.03%-27413F-HRTimeline
Gilman Hill Asset Management, LLC4,447$829K0.13%-59013F-HRTimeline
Pekin Hardy Strauss, Inc.4,421$825K0.09%-9913F-HRTimeline
Future Financial Wealth Managment LLC4,017$810K0.52%-6813F-HRTimeline
MONETARY MANAGEMENT GROUP INC4,325$807K0.19%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,313$804K0.06%+1913F-HRTimeline
Strathmore Capital Advisors, Inc.3,998$804K0.23%013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC4,307$803K0.01%+1,98213F-HRTimeline
Investors Research Corp4,290$800K0.15%-1,28913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,288$800K0.01%+33313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding4,233$790K-417Timeline
SUMITOMO LIFE INSURANCE CO4,227$788K0.02%+11213F-HRTimeline
Prestige Wealth Management Group LLC4,207$785K0.15%+4,18013F-HRTimeline
TWO SIGMA SECURITIES, LLC4,183$780K0.09%new13F-HRTimeline
Michels Family Financial, LLC4,174$779K0.56%-7413F-HRTimeline
Ninety One UK Ltd4,150$774K<0.01%new13F-HRTimeline
Waverly Advisors, LLC4,123$769K0.01%+95613F-HRTimeline
Dorsey & Whitney Trust CO LLC4,120$769K0.04%-18713F-HRTimeline
CFM WEALTH PARTNERS LLC4,060$757K0.11%-9013F-HRTimeline
BRIGHTON JONES LLC4,033$752K0.02%new13F-HR/ATimeline
AE Wealth Management LLC4,030$752K<0.01%+47313F-HRTimeline
Advisors Capital Management, LLC4,025$751K0.01%-51,77313F-HRTimeline
Manske Wealth Management3,985$743K0.21%-1713F-HRTimeline
Summit Global Investmentsin group Summit Global Investments3,975$741K0.04%-12,06513F-HRTimelineGroup
Premier Path Wealth Partners, LLC3,960$739K0.1%+51713F-HRTimeline
BEACON INVESTMENT ADVISORS LLC3,960$739K0.28%+2213F-HRTimeline
SkyView Investment Advisors, LLC3,948$737K0.1%-3813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC3,918$731K0.02%new13F-HRTimeline
GWN SECURITIES INC.3,891$726K0.14%+18013F-HRTimeline
Strategic Blueprint, LLC3,882$724K0.04%+61513F-HRTimeline
Alteri Wealth LLC3,881$724K0.23%+2013F-HRTimeline
IHT Wealth Management, LLC3,878$723K0.02%+19113F-HRTimeline
SHELTON CAPITAL MANAGEMENT3,862$720K0.02%-1,00013F-HRTimeline
Purkiss Capital Advisors LLC3,855$719K0.32%+39013F-HRTimeline
Sound View Wealth Advisors Group, LLC3,829$714K0.05%+11513F-HRTimeline
GKV Capital Management Co., Inc.3,820$713K0.27%-10013F-HR/ATimeline
L2 Asset Management, LLC3,810$711K0.07%-57813F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,781$705K0.1%-2313F-HRTimeline
Prime Capital Investment Advisors, LLC3,729$696K0.01%+42513F-HRTimeline
RS CRUM INC.3,726$695K0.13%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,694$689K0.02%-3,12513F-HRTimelineGroup
Pallas Capital Advisors LLC3,674$685K0.03%+4413F-HRTimeline
Bernicke Wealth Management, Ltd.3,664$683K0.09%-16013F-HRTimeline
BEARING POINT CAPITAL, LLC3,622$676K0.11%+5013F-HRTimeline
Sunbelt Securities, Inc.3,603$672K0.04%-513F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,602$672K0.04%-2213F-HRTimeline
Ashton Thomas Private Wealth, LLC3,590$670K0.02%new13F-HRTimeline
Autumn Glory Partners, LLC3,585$669K0.25%013F-HRTimeline
SCHULHOFF & CO INC3,531$659K0.27%013F-HRTimeline
MQS Management LLC3,509$655K0.44%new13F-HRTimeline
MATHER GROUP, LLC.3,506$654K0.01%+15113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,496$652K0.01%+1,13613F-HRTimelineGroup
PCM Encore, LLC3,477$649K0.13%+6313F-HRTimeline
Western Financial Corp/CA3,448$643K0.25%+69913F-HRTimeline
Bridgewater Associates, LP3,424$639K<0.01%+2,10213F-HRTimeline
United Advisor Group, LLC3,406$635K0.08%+1813F-HRTimeline
PROFUND ADVISORS LLC3,402$635K0.02%-1,21613F-HRTimeline
ASPIRIANT, LLC3,392$633K0.02%-1,98813F-HRTimeline
Yoffe Investment Management, LLC3,383$631K0.81%013F-HRTimeline
Adams Wealth Management3,371$629K0.14%+50513F-HRTimeline
JDM Financial Group LLC3,361$627K0.24%+1113F-HRTimeline
Triad Wealth Partners, LLC3,353$625K0.05%+19313F-HRTimeline
Procyon Advisors, LLC3,346$624K0.03%+1,15813F-HRTimeline
Joel Isaacson & Co., LLC3,316$619K0.02%-70213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,315$618K0.01%+33513F-HRTimeline
Monument Capital Management3,306$617K0.15%-1913F-HRTimeline
HBK Sorce Advisory LLC3,028$612K0.01%+15013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise3,270$610K0.02%new13F-HRTimelineGroup
Capital Investment Advisors, LLC3,230$602K0.01%+12813F-HR/ATimeline
Index Technologies Group LLC3,230$602K0.66%-8213F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC3,225$602K0.09%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,203$597K0.02%+25113F-HR/ATimelineGroup
WealthTrust Axiom LLC3,200$597K0.15%013F-HRTimeline
REXFORD CAPITAL INC3,196$596K0.43%+25313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,163$590K0.01%+44613F-HRTimeline
Nilsine Partners, LLC2,931$590K0.05%+10613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,138$585K0.06%-99513F-HRTimelineGroup
FIRST NATIONAL BANK SIOUX FALLS2,891$582K0.16%-4413F-HRTimeline
Welch Group, LLC3,120$582K0.02%+413F-HRTimeline
Argentarii, LLC3,108$580K0.2%-2613F-HRTimeline
First Dallas Securities Inc.3,100$578K0.21%013F-HRTimeline
Cohen Klingenstein LLC3,100$578K0.02%013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW3,084$575K0.09%-5313F-HRTimelineGroup
Cheviot Value Management, LLC3,065$572K0.06%013F-HRTimeline
Krane Funds Advisors LLC2,992$568K0.02%+67613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,017$563K0.03%-2113F-HRTimeline
New England Research & Management, Inc.3,010$561K0.24%013F-HRTimeline
Roble, Belko & Company, Inc3,000$560K0.07%013F-HRTimeline
Larson Financial Group LLC3,001$560K0.02%+63413F-HRTimeline
Merrion Investment Management Co, LLC3,000$560K0.3%013F-HRTimeline
Westover Capital Advisors, LLC3,000$560K0.1%013F-HRTimeline
Mutual Advisors, LLC2,982$556K0.01%+3813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,968$554K0.02%+30813F-HRTimeline
TOWNSQUARE CAPITAL LLC2,963$553K0.12%+18213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,948$550K0.09%+2513F-HRTimeline
Turtle Creek Wealth Advisors, LLC2,944$549K0.04%+36613F-HRTimeline
Fulcrum Capital LLC2,929$546K0.12%013F-HRTimeline
MFA WEALTH ADVISORS, LLC2,913$543K0.11%+1513F-HRTimeline
CTC Alternative Strategies, Ltd.2,900$541K1.23%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC2,888$539K0.08%+1,38313F-HRTimelineGroup
Calamos Advisors LLCgroup of 2 filers holding2,878$537K+1,464Timeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …2,835$530K<0.01%+4313F-HRTimelineGroup
JOURNEY RETIREMENT PLANNING & INVESTMEN…2,837$529K0.47%-6,40713F-HRTimeline
IFP Advisors, Inc2,831$528K0.01%+3613F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,828$528K0.1%013F-HRTimeline
Element Wealth, LLC2,822$526K0.22%+1813F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd2,800$522K0.02%new13F-HRTimelineGroup
Gryphon Financial Partners LLC2,797$522K0.05%+24713F-HRTimeline
CWA Asset Management Group, LLC2,781$519K0.02%+20613F-HRTimeline
WealthBridge Capital Management, LLC2,773$517K0.12%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,757$514K0.02%+4313F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,747$512K0.01%+4613F-HRTimelineGroup
IEQ CAPITAL, LLC2,725$508K<0.01%-32,45513F-HRTimeline
Chicago Partners Investment Group LLC2,507$506K0.01%+21013F-HRTimeline
VELA Investment Management, LLC2,705$505K0.13%+71713F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,681$504K0.04%-6413F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,702$504K0.09%-51813F-HRTimeline
William Allan Corp2,702$504K0.3%-5213F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,701$504K0.13%+3813F-HRTimeline
Lantern Wealth Advisors, LLC2,675$499K0.26%-10013F-HRTimeline
American Investment Services, Inc.2,656$495K0.11%013F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC2,648$494K0.1%013F-HRTimeline
Fisher Asset Management, LLC2,641$493K<0.01%-3913F-HRTimeline
FJ Capital Management LLC2,639$492K0.06%new13F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,637$492K0.17%+113F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC2,635$492K0.12%013F-HRTimeline
Kovack Advisors, Inc.2,568$483K0.03%+13513F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.2,577$481K0.08%013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…2,554$476K0.02%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,545$475K0.01%-16313F-HRTimelineGroup
Asset Planning,Inc2,535$473K0.34%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,527$471K0.03%013F-HRTimeline
Sage Investment Advisers LLC2,500$470K0.35%+513F-HRTimeline
AlphaGrep UK Ltd2,519$470K0.14%+1,28313F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,515$469K0.2%-20013F-HRTimeline
MANCHESTER FINANCIAL INC2,511$468K0.09%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,510$468K0.03%+2113F-HRTimeline
Financial Sense Advisors, Inc.2,500$466K0.09%013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…2,487$464K0.33%013F-HRTimeline
Deseret Mutual Benefit Administrators2,480$463K0.16%+1,25813F-HRTimeline
DIVERSIFIED TRUST CO2,467$460K0.01%-10,40413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC2,430$453K0.03%+28213F-HRTimeline
Manchester Capital Management LLC2,412$450K0.06%013F-HRTimeline
Robertson Stephens Wealth Management, L…2,402$448K0.01%+3113F-HRTimeline
B. Riley Wealth Advisors, Inc.2,456$448K0.03%-2,65913F-HRTimeline
Silverleafe Capital Partners, LLC2,400$448K0.13%013F-HRTimeline
Rossmore Private Capital2,400$448K0.04%-10013F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC2,372$442K0.07%013F-HRTimeline
Carmel Capital Partners, LLC2,368$442K0.16%-1113F-HRTimeline
SMART Wealth LLC2,367$442K0.13%new13F-HRTimeline
Octavia Wealth Advisors, LLC2,365$441K0.04%-19313F-HRTimeline
PFG Investments, LLC2,341$437K0.02%+5013F-HRTimeline
GHE, LLC2,341$437K0.18%-41513F-HR/ATimeline
Rehmann Capital Advisory Group2,325$434K0.02%-40213F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC2,325$434K0.03%-50013F-HRTimeline
Phocas Financial Corp.2,293$428K0.07%-6213F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P2,282$426K0.01%-25313F-HRTimeline
Bragg Financial Advisors, Inc2,277$425K0.01%-7413F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…2,268$423K0.01%-3,58813F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.2,266$423K0.04%+1213F-HRTimeline
Kaizen Financial Strategies2,096$422K0.18%+2813F-HRTimeline
Simplicity Wealth,LLC2,262$422K0.02%-1613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,251$420K0.04%-1,69413F-HRTimelineGroup
Wilmington Savings Fund Society, FSB2,233$417K0.01%013F-HRTimeline
Samalin Investment Counsel, LLC2,231$416K0.15%+18213F-HRTimeline
Supplemental Annuity Collective Trust o…2,210$412K0.12%-1,09013F-HRTimeline
Gibbs Wealth Management2,193$409K0.05%+58213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,180$407K0.03%-15813F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC2,157$402K<0.01%new13F-HRTimeline
Nabity-Jensen Investment Management Inc2,156$402K0.28%-1,43413F-HRTimeline
Redhawk Wealth Advisors, Inc.2,135$398K0.04%-17013F-HRTimeline
Stillwater Wealth Management Group2,112$394K0.24%+53613F-HRTimeline
Tradition Wealth Management, LLC2,107$393K0.03%+19813F-HRTimeline
WESBANCO BANK INC2,106$393K0.01%-30513F-HRTimeline
ROCKLAND TRUST CO2,078$388K0.02%013F-HRTimeline
Strategic Financial Concepts, LLC2,073$387K0.1%new13F-HRTimeline
Avidian Wealth Enterprises, LLC2,059$384K0.01%+21413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…2,051$383K0.01%-28613F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC2,050$382K0.03%new13F-HRTimeline
BIRCH FINANCIAL GROUP, LLC2,047$382K0.22%+513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,030$379K<0.01%+88713F-HRTimelineGroup
SVB WEALTH LLC2,027$378K0.02%-11313F-HRTimeline
V-Square Quantitative Management LLC2,019$377K0.04%-15213F-HRTimeline
Greenland Capital Management LP2,000$373K0.07%-25,85613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,941$369K0.01%-37,53813F-HRTimeline