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Disclosery

SPG SIMON PPTY GROUP INC NEW

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REIT (common), issuer CIK 1063761

1,321 managers (1,364 13F filers) reported a position in SPG shares at 2026-06-30, 302,987,284 shares in all. 151 filers opened a position and 94 filers sold out during the quarter.

Managers
1,321
13F filers
1,364
New
151
Added
519
Reduced
466
Sold out
94
Shares held by filers
302,987,284

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
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
GROUPAMA ASSET MANAGMENT1,894$424K0.01%013F-HRTimeline
Sagewood Asset Management LP1,894$424K0.1%+50213F-HRTimeline
Phocas Financial Corp.1,891$423K0.06%-40213F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,890$423K0.12%+14013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,891$422K<0.01%+4913F-HRTimelineGroup
First Bancorp, Inc /ME/1,878$420K0.17%013F-HRTimeline
Kathmere Capital Management, LLC1,878$420K0.02%+64113F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC1,875$419K0.02%-45013F-HRTimeline
Resonant Capital Advisors, LLC1,873$419K0.02%+9013F-HRTimeline
Castle Rock Wealth Management, LLC1,877$419K0.08%+213F-HRTimeline
Pure Financial Advisors, LLC1,864$417K0.01%+10813F-HRTimeline
LRI Investments, LLC1,835$410K0.03%-3813F-HRTimeline
180 WEALTH ADVISORS, LLC1,834$410K0.04%-4013F-HRTimeline
AlphaGrep UK Ltd1,819$407K0.12%-70013F-HRTimeline
Huntleigh Advisors, Inc.1,815$406K0.06%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,807$404K0.04%+10313F-HRTimeline
INTRUST BANK NA1,805$404K0.03%-4713F-HRTimeline
IFG Advisory, LLC1,800$403K0.01%new13F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP1,800$403K0.14%new13F-HRTimeline
PDS Planning, Inc1,792$401K0.02%+1013F-HRTimeline
Fort Sheridan Advisors LLC1,789$400K0.04%013F-HRTimeline
Piedmont Capital Management, LLC1,802$400K0.2%+313F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,776$397K0.07%013F-HRTimeline
Embree Financial Group1,774$397K0.04%+5413F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC1,769$396K0.05%+13713F-HR/ATimeline
1620 INVESTMENT ADVISORS, INC.1,758$393K0.24%new13F-HRTimeline
CABOT WEALTH MANAGEMENT INC1,745$390K0.04%013F-HRTimeline
American State Bank (Iowa)1,737$388K0.16%013F-HRTimeline
Winthrop Capital Management, LLC1,735$388K0.09%+813F-HRTimeline
Gateway Wealth Partners, LLC1,733$388K0.02%-16013F-HRTimeline
OPINICUS CAPITAL, INC.1,725$386K0.21%-113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,719$384K0.12%+313F-HRTimeline
Gen-Wealth Partners Inc1,714$383K0.11%-11313F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC1,711$383K0.08%+20713F-HRTimeline
Breakwater Capital Group1,703$381K0.05%-213F-HRTimeline
Oak Grove Capital LLC1,700$380K0.03%013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC1,693$379K0.03%013F-HRTimeline
Bison Wealth, LLC1,682$378K0.03%+43213F-HRTimeline
IEQ CAPITAL, LLC1,689$378K<0.01%-1,03613F-HRTimeline
J. Team Financial, Inc.1,687$378K0.37%-413F-HRTimeline
Marest Capital, LLC1,686$377K0.19%new13F-HRTimeline
Keebeck Wealth Management1,683$376K0.04%+55113F-HRTimeline
SUMMIT SECURITIES GROUP LLC1,681$376K0.07%+1,62813F-HRTimeline
Brady Martz Wealth Solutions, LLC1,680$376K0.06%+9313F-HRTimeline
Platform Technology Partners1,677$375K0.06%+913F-HRTimeline
Cetera Trust Company, N.A1,665$372K0.19%013F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,662$372K0.01%-2,20013F-HRTimeline
Outlook Wealth Advisors, LLC1,656$370K0.08%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC1,623$367K0.06%-1,26513F-HRTimelineGroup
Icon Wealth Advisors, LLC1,627$364K0.02%+1313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,626$364K<0.01%-813F-HRTimelineGroup
BAM Wealth Management, LLC1,607$359K0.22%+49513F-HRTimeline
Strategic Financial Concepts, LLC1,601$358K0.11%-47213F-HRTimeline
SageView Advisory Group, LLC1,595$357K0.01%-7413F-HRTimeline
Clientfirst Wealth Management, LLC1,593$356K0.29%013F-HRTimeline
Washington Trust Bank1,571$351K0.02%-19013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRIVATE TRUST CO NA1,568$351K0.03%+3013F-HRTimeline
New Republic Capital, LLC1,556$348K0.08%+5413F-HRTimeline
Heartland Bank & Trust Co1,553$347K0.07%-1313F-HRTimeline
Csenge Advisory Group1,546$346K0.01%+2113F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC1,545$346K0.04%+30413F-HRTimeline
Miller Global Investments, LLC1,540$344K0.29%-213F-HRTimeline
Interchange Capital Partners, LLC1,534$343K0.06%+31113F-HRTimeline
JB Capital LLC1,531$342K0.01%+44213F-HRTimeline
Jacobi Capital Management LLC1,525$341K0.02%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP1,520$340K0.01%new13F-HRTimeline
Purus Wealth Management, LLC1,515$339K0.09%+10013F-HRTimeline
Lavaca Capital LLC1,500$335K0.03%013F-HRTimeline
Cladis Investment Advisory, LLC1,500$335K0.16%013F-HRTimeline
Howard Capital Management Group, LLC1,490$333K0.02%013F-HRTimeline
OSTRUM ASSET MANAGEMENT1,483$332K0.02%013F-HRTimeline
SIMON QUICK ADVISORS, LLC1,479$331K0.01%-813F-HRTimeline
CONNING INC.in group CONNING INC.1,477$330K0.01%-1713F-HRTimelineGroup
MRP Capital Investments, LLC1,475$330K0.24%+2513F-HRTimeline
Meridian Wealth Management, LLC1,502$330K0.01%+513F-HRTimeline
XXI WEALTH, LLC1,473$329K0.15%+10513F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,467$328K0.06%-113F-HRTimeline
Murphy Pohlad Asset Management LLC1,466$328K0.11%013F-HRTimeline
Cornerstone Wealth Management, LLC1,463$327K0.01%-9613F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P1,457$326K0.01%-82513F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,456$326K0.01%-613F-HRTimeline
WASHINGTON TRUST Co1,454$325K0.01%013F-HRTimeline
PROMETHIUM ADVISORS,LLC1,449$324K0.16%-3513F-HRTimeline
Indivisible Partners1,449$324K0.02%-4,10713F-HRTimeline
Convergence Financial, LLC1,442$323K0.03%new13F-HRTimeline
Parkside Financial Bank & Trust1,436$321K0.02%+4013F-HRTimeline
4WEALTH ADVISORS, INC.1,411$321K0.25%+1313F-HRTimeline
LANARK FINANCIAL, INC.1,434$321K0.02%-9913F-HRTimeline
Krilogy Financial LLC1,434$321K0.01%-4713F-HRTimeline
Alta Wealth Advisors LLC1,433$320K0.09%-6413F-HRTimeline
Versant Capital Management, Inc1,412$316K0.03%+6613F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC1,401$313K0.04%+29213F-HRTimeline
Barry Investment Advisors, LLC1,399$313K0.07%-1813F-HRTimeline
Militia Capital Management LLCin group Militia Capital Management LLC1,390$311K0.06%new13F-HRTimelineGroup
VICUS CAPITAL1,387$310K0.02%-313F-HRTimeline
MinichMacGregor Wealth Management, LLC1,386$310K0.05%new13F-HRTimeline
Alliance Wealth Advisors, LLC /UT1,383$309K0.06%-7913F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,382$309K<0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.1,379$308K0.01%+8313F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding1,375$308K-1,503Timeline
HANTZ FINANCIAL SERVICES, INC.1,373$307K<0.01%+1213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Facet Wealth, Inc.1,371$307K<0.01%new13F-HRTimeline
CIDEL ASSET MANAGEMENT INC1,370$306K0.01%013F-HRTimeline
LMG Wealth Partners, LLC1,366$306K0.05%013F-HRTimeline
Smithfield Trust Co1,358$304K0.01%-2413F-HRTimeline
Accuvest Global Advisors1,352$302K0.26%new13F-HRTimeline
Silver Lake Group, L.L.C.in group Silver Lake Group, L.L.C.1,350$302K0.01%013F-HRTimelineGroup
SmartHarvest Portfolios, LLC1,347$301K0.1%+4413F-HRTimeline
Kera Capital Partners, Inc.1,343$300K0.03%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,339$299K0.01%-2813F-HRTimeline
NorthRock Partners, LLC1,338$299K<0.01%+2113F-HRTimeline
GREAT LAKES ADVISORS, LLC1,334$298K<0.01%-1913F-HRTimeline
Moors & Cabot, Inc.1,331$298K0.01%-813F-HRTimeline
Koshinski Asset Management, Inc.1,319$295K0.02%+613F-HRTimeline
MASTERINVEST Kapitalanlage GmbH1,310$293K0.03%013F-HRTimeline
DV Trading LLC1,300$291K0.02%+10013F-HRTimeline
Chancellor Financial Group WB LP1,300$291K0.18%+10213F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd1,285$287K0.07%013F-HRTimelineGroup
Cornerstone Advisory, LLC1,276$285K0.02%+3713F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1,272$284K0.01%new13F-HRTimeline
Defiance ETFs, LLC1,273$284K<0.01%+19213F-HRTimeline
SlateStone Wealth, LLC1,259$282K0.02%013F-HRTimeline
EPG Wealth Management LLC1,254$280K0.07%013F-HRTimeline
SITTNER & NELSON, LLC1,250$280K0.09%-4413F-HRTimeline
SteelPeak Wealth, LLC1,249$279K0.01%+11913F-HRTimeline
Blue Trust, Inc.1,247$279K<0.01%-12013F-HRTimeline
Gross & Hartman Investments LLC1,246$279K0.12%new13F-HRTimeline
Safe Harbor Family Capital, LLC1,246$279K0.19%new13F-HRTimeline
Abel Hall, LLC1,243$278K0.05%+1213F-HRTimeline
DOVER ADVISORS, LLC1,500$278K0.11%new13F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …1,239$277K0.14%new13F-HRTimelineGroup
Ridgewood Investments LLC1,238$277K0.1%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC1,236$276K0.04%013F-HRTimeline
Basecamp Wealth Advisors LLC1,236$276K0.05%013F-HRTimeline
Evernest Financial Advisors, LLC1,235$276K0.06%-45013F-HRTimeline
CENTRAL TRUST Co1,231$275K<0.01%+2813F-HRTimeline
MCF Advisors LLC1,227$274K0.01%+2113F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,227$274K<0.01%new13F-HRTimeline
Biltmore Wealth Management, LLC1,223$274K0.09%+5713F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC1,223$274K<0.01%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,219$273K<0.01%+3613F-HRTimeline
Visionary Wealth Advisors1,218$272K0.01%+1013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD1,215$272K0.01%+2213F-HRTimeline
Eurizon SLJ Capital Ltd1,202$269K0.1%013F-HRTimeline
Bullock Wealth Management Group1,204$268K0.12%+1713F-HRTimeline
WESTBOURNE INVESTMENTS, INC.1,200$268K0.11%new13F-HRTimeline
Hilton Head Capital Partners, LLC1,199$268K0.14%+313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,193$267K<0.01%-65213F-HRTimelineGroup
Hilltop National Bank1,193$267K0.06%013F-HRTimeline
Fortis Capital Advisors, LLC1,192$267K0.03%+2613F-HRTimeline
RASP WEALTH SOLUTIONS, LLC1,192$267K0.09%13F-HRTimeline
Cypress Point Wealth Management, LLC1,190$266K0.05%new13F-HRTimeline
Elyxium Wealth, LLC1,189$266K0.03%new13F-HRTimeline
Mesirow Financial Investment Management…1,186$265K<0.01%new13F-HRTimeline
E Fund Management Co., Ltd.1,185$265K0.01%-4213F-HRTimeline
Black Diamond Financial, LLC1,175$263K0.02%013F-HRTimeline
Osmosis Investment Management UK Ltd1,174$263K0.01%013F-HRTimeline
Quad-Cities Investment Group, LLC1,169$261K0.09%+1113F-HRTimeline
Synergy Financial Group, LTD1,169$261K0.19%-36013F-HRTimeline
BSW Wealth Partners1,167$261K0.03%-74813F-HRTimeline
Keel Point, LLC1,164$260K0.02%+8013F-HRTimeline
COFG Advisors, LLC1,158$259K0.04%-713F-HRTimeline
STOCK YARDS BANK & TRUST CO1,154$258K0.01%+413F-HR/ATimeline
Skyline Advisors, Inc.1,151$257K0.08%+1213F-HRTimeline
Plan A Wealth LLC1,149$257K0.11%new13F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.1,140$255K0.03%+313F-HRTimeline
NCM Capital Management, LLC1,136$254K0.08%+313F-HRTimeline
HARBOUR INVESTMENTS, INC.1,127$252K<0.01%-31413F-HRTimeline
Canopy Partners, LLC1,126$252K0.08%-23813F-HRTimeline
Godshalk Welsh Capital Management, Inc.1,125$252K0.14%013F-HRTimeline
Cromwell Holdings LLC1,119$250K0.11%+5213F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …1,119$250K0.06%013F-HRTimeline
Wealthspire Advisors, LLC1,117$250K<0.01%-10713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,108$248K0.01%+4513F-HRTimelineGroup
AXQ CAPITAL, LP1,107$248K0.03%new13F-HRTimeline
Argyle Capital Partners, LLC1,107$248K0.16%013F-HRTimeline
Peachtree Investment Partners, LLC1,089$244K0.08%new13F-HRTimeline
Haverford Trust Co1,087$243K<0.01%-8413F-HRTimeline
BNP PARIBASin group BNP PARIBAS1,082$242K0.01%-60613F-HRTimelineGroup
Triumph Capital Management1,077$241K0.04%013F-HRTimeline
CERTUITY, LLC1,075$240K0.01%new13F-HRTimeline
Moss Adams Wealth Advisors LLC1,074$240K0.02%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,068$239K0.01%-2113F-HRTimeline
SWISS RE LTDin group SWISS RE LTD1,066$238K0.02%+95713F-HRTimelineGroup
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …1,066$238K0.01%-8513F-HRTimelineGroup
Argent Trust Co1,064$238K0.01%-913F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,064$238K0.01%new13F-HRTimelineGroup
Empirical Asset Management, LLC1,063$238K0.05%new13F-HRTimeline
TFC Financial Management, Inc.1,061$237K0.03%+513F-HRTimeline
Balboa Wealth Partners1,059$237K0.03%new13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV1,050$235K0.03%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,050$235K<0.01%new13F-HRTimeline
EVERPAR ADVISORS LLC1,050$235K0.07%new13F-HRTimeline
Trivium Point Advisory, LLC1,047$234K0.02%new13F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC1,046$234K0.01%new13F-HRTimelineGroup
EJMK Ventures LLC1,040$233K0.11%-37813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,039$232K0.01%-23913F-HRTimelineGroup