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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
Intrua Financial, LLC1,849$318K0.05%-71313F-HRTimeline
AMG National Trust Bank1,845$318K0.01%new13F-HRTimeline
GREAT LAKES ADVISORS, LLC1,840$317K<0.01%-7413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,838$316K<0.01%-7813F-HRTimeline
Cornerstone Advisory, LLC1,697$314K0.04%+5213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,819$313K0.13%-20013F-HRTimeline
Regent Peak Wealth Advisors LLC1,814$312K0.07%-613F-HR/ATimeline
Quotient Wealth Partners, LLC1,806$311K0.01%+9513F-HRTimeline
American State Bank (Iowa)1,804$310K0.19%013F-HRTimeline
Prudent Man Advisors, LLC1,781$307K0.11%-18513F-HRTimeline
Bridgefront Capital, LLC1,777$306K0.1%new13F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,776$306K0.07%013F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,763$304K0.01%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC1,751$302K0.08%-6913F-HRTimeline
Socha Financial Group, LLC1,750$301K0.14%+10013F-HRTimeline
CABOT WEALTH MANAGEMENT INC1,745$301K0.04%013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…1,755$300K<0.01%13F-HRTimelineGroup
Fort Sheridan Advisors LLC1,739$299K0.04%013F-HRTimeline
VELA Investment Management, LLC1,734$299K0.1%013F-HRTimeline
BRIGHTON JONES LLC1,713$295K0.01%new13F-HR/ATimeline
Optas, LLC1,710$294K0.06%-5513F-HRTimeline
Deseret Mutual Benefit Administrators1,696$292K0.14%+113F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC1,689$291K0.08%+5813F-HRTimeline
BNP PARIBASin group BNP PARIBAS1,688$291K<0.01%013F-HRTimelineGroup
Strategic Wealth Investment Group, LLC1,687$291K0.03%013F-HR/ATimeline
STOCK YARDS BANK & TRUST CO1,684$290K0.01%-713F-HRTimeline
Platform Technology Partners1,662$286K0.09%-25813F-HRTimeline
Icon Wealth Advisors, LLC1,661$286K0.02%+1513F-HRTimeline
Worth Venture Partners, LLC1,650$284K2.8%013F-HRTimeline
111 Capital1,648$284K0.06%13F-HRTimeline
Aster Capital Management (DIFC) Ltd1,644$283K0.11%-14,93113F-HRTimeline
Winthrop Capital Management, LLC1,655$283K0.08%new13F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC1,635$282K0.08%-6,10013F-HRTimeline
Mission Creek Capital Partners, Inc.1,628$280K0.06%+21413F-HRTimeline
Cornerstone Wealth Management, LLC1,623$280K0.02%-4713F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP1,623$279K0.01%-114,99313F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Modera Wealth Management, LLC1,621$279K<0.01%+20113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,621$279K0.02%+1,19913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,595$275K0.01%+16013F-HRTimeline
Clientfirst Wealth Management, LLC1,593$274K0.28%13F-HRTimeline
SlateStone Wealth, LLC1,593$274K0.03%+22313F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,577$272K<0.01%-16213F-HRTimelineGroup
Alliance Wealth Advisors, LLC /UT1,578$272K0.07%+3013F-HRTimeline
Godshalk Welsh Capital Management, Inc.1,575$271K0.18%013F-HRTimeline
Carnegie Investment Counsel1,569$270K0.01%+6513F-HRTimeline
Kovack Advisors, Inc.1,568$270K0.03%+16013F-HRTimeline
North Star Investment Management Corp.1,560$269K0.02%013F-HRTimeline
Parcion Private Wealth LLC1,558$268K0.02%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,542$265K<0.01%+3813F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC1,534$264K0.01%+8713F-HRTimeline
First Bancorp, Inc /ME/1,531$264K0.18%+313F-HRTimeline
Dorsey Wright & Associates1,526$263K0.06%-1413F-HRTimeline
Jacobi Capital Management LLC1,523$262K0.02%-10213F-HRTimeline
VICUS CAPITAL1,522$262K0.02%-1813F-HRTimeline
Man Group plcin group Man Group plc1,500$258K<0.01%-3,25413F-HRTimelineGroup
Lavaca Capital LLC1,500$258K0.11%013F-HRTimeline
FLOW TRADERS U.S. LLC1,498$258K0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC1,490$257K<0.01%+213F-HRTimeline
Howard Capital Management Group, LLC1,490$257K0.02%013F-HRTimeline
SYNOVUS FINANCIAL CORP1,480$256K<0.01%-1,12713F-HRTimeline
MRP Capital Investments, LLC1,475$254K0.23%-7513F-HRTimeline
Krane Funds Advisors LLC1,472$253K0.01%-13613F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,468$253K0.06%+113F-HRTimeline
Global Retirement Partners, LLC1,468$253K0.01%-6913F-HRTimeline
BSW Wealth Partners1,467$253K0.04%-113F-HRTimeline
Baader Bank Aktiengesellschaft1,465$252K0.02%-37113F-HRTimeline
Legacy Advisors, LLC1,460$251K0.02%-4613F-HRTimeline
NFSG Corp1,455$250K0.06%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,453$250K0.02%-66513F-HRTimeline
PDS Planning, Inc1,453$250K0.02%+713F-HRTimeline
First Horizon Advisors, Inc.1,452$250K0.01%+213F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…1,450$250K0.2%new13F-HRTimelineGroup
CATALYST FINANCIAL PARTNERS LLC1,442$248K0.05%+9013F-HRTimeline
PAX Financial Group, LLC1,435$247K0.04%-1413F-HRTimeline
Breakwater Capital Group1,430$246K0.05%013F-HRTimeline
Bragg Financial Advisors, Inc1,429$246K0.01%new13F-HRTimeline
Leo Wealth, LLC1,418$244K0.02%-21013F-HRTimeline
Gryphon Financial Partners LLC1,417$244K0.04%-14413F-HRTimeline
Triad Wealth Partners, LLC1,400$241K0.09%new13F-HRTimeline
Keel Point, LLC1,399$241K0.02%+7613F-HRTimeline
Simmons Bankin group Simmons Bank1,397$241K0.02%+5013F-HRTimelineGroup
AE Wealth Management LLC1,395$240K<0.01%+13013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC1,388$239K0.02%+113F-HRTimeline
Barry Investment Advisors, LLC1,387$239K0.08%-113F-HRTimeline
Smithfield Trust Co1,374$238K0.01%013F-HRTimeline
NorthCoast Asset Management LLC1,364$236K<0.01%new13F-HR/ATimeline
LMG Wealth Partners, LLC1,366$235K0.05%new13F-HRTimeline
CX Institutional1,351$233K0.01%new13F-HRTimeline
Silver Lake Group, L.L.C.in group Silver Lake Group, L.L.C.1,350$232K<0.01%013F-HRTimelineGroup
Bison Wealth, LLC1,349$232K0.05%-45413F-HRTimeline
Purkiss Capital Advisors LLC1,346$232K0.2%13F-HRTimeline
Samalin Investment Counsel, LLC1,341$231K0.1%-46613F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,340$231K0.08%+15013F-HRTimeline
Balboa Wealth Partners1,339$231K0.05%+12113F-HRTimeline
GTS SECURITIES LLC1,335$230K0.01%-3,64513F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP1,330$229K0.03%-2,08613F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,328$229K<0.01%013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…1,316$227K0.02%-313F-HRTimelineGroup
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,311$226K<0.01%new13F-HRTimelineGroup
Canopy Partners, LLC1,284$221K0.08%013F-HRTimeline
Blue Trust, Inc.1,281$221K<0.01%-3,05713F-HR/ATimeline
Ridgewood Investments LLC1,280$220K0.11%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1,275$220K0.01%+313F-HRTimeline
Activest Wealth Management1,275$220K0.06%-1513F-HRTimeline
Longboard Asset Management, LP1,273$219K0.58%13F-HRTimeline
Texas Bank & Trust Co1,257$216K0.09%13F-HRTimeline
CIDEL ASSET MANAGEMENT INC1,255$216K0.01%-8413F-HRTimeline
EPG Wealth Management LLC1,254$216K0.06%013F-HRTimeline
Cascade Financial Partners, LLC1,248$215K0.03%new13F-HRTimeline
Argyle Capital Partners, LLC1,247$215K0.18%13F-HRTimeline
L2 Asset Management, LLC1,245$214K0.05%-7813F-HRTimeline
Chancellor Financial Group WB LP1,235$213K0.17%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,233$212K0.03%-31813F-HR/ATimeline
Parkside Financial Bank & Trust1,227$211K0.03%+613F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC1,226$211K0.1%-20013F-HRTimeline
Moors & Cabot, Inc.1,223$211K0.01%-2613F-HRTimeline
Strategic Advisors LLC1,222$211K0.04%-14613F-HRTimeline
D'Orazio & Associates, Inc.1,215$209K0.03%+2513F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …1,207$208K0.38%13F-HRTimelineGroup
CERTUITY, LLC1,204$207K0.02%-1,51713F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC1,200$207K0.04%013F-HRTimeline
Sava Infond d.o.o.1,200$207K0.04%13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,198$206K<0.01%+113F-HRTimeline
Arax Advisory Partners1,196$206K0.01%+84013F-HRTimeline
Hilltop National Bank1,193$205K0.06%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,191$205K0.01%-2613F-HRTimeline
EXCALIBUR MANAGEMENT CORP1,189$205K0.08%013F-HRTimeline
Five Oceans Advisors1,185$204K0.09%-19413F-HRTimeline
Marcum Wealth, LLC1,180$203K0.02%new13F-HRTimeline
Bridgewater Associates, LP1,179$203K<0.01%new13F-HRTimeline
Ariadne Wealth Management, LP1,123$203K0.09%new13F-HRTimeline
STANCE CAPITAL LLC1,165$201K0.12%13F-HRTimeline
Black Diamond Financial, LLC1,163$200K0.03%new13F-HRTimeline
CENTRAL TRUST Co1,162$200K<0.01%-113F-HRTimeline
Bullock Wealth Management Group1,148$198K0.12%+2413F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,091$188K0.03%-3513F-HRTimeline
MOTCO1,083$187K0.02%013F-HRTimeline
TFC Financial Management, Inc.1,058$182K0.03%013F-HRTimeline
Cromwell Holdings LLC1,013$174K0.1%013F-HRTimeline
VESTOR CAPITAL, LLC1,005$173K0.01%+513F-HRTimeline
AllSquare Wealth Management LLC1,000$172K0.1%013F-HRTimeline
Versant Capital Management, Inc999$172K0.04%+42113F-HRTimeline
Atlantic Edge Private Wealth Management…975$168K0.05%-37513F-HRTimeline
CoreCap Advisors, LLC906$156K0.01%+20513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd904$156K0.01%+4213F-HRTimelineGroup
Morse Asset Management, Inc900$155K0.04%-2013F-HRTimeline
Stelac Advisory Services LLC881$152K0.06%013F-HRTimeline
CVA Family Office, LLC873$150K0.02%+15813F-HRTimeline
CENTAURUS FINANCIAL, INC.867$149K0.01%+1413F-HRTimeline
Geneos Wealth Management Inc.850$146K0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton823$142K0.04%013F-HRTimeline
Silvant Capital Management LLC821$141K0.01%013F-HRTimeline
Atala Financial Inc821$141K0.1%13F-HRTimeline
XY Capital Ltd773$133K0.15%new13F-HRTimeline
Venturi Wealth Management, LLC746$128K0.01%+12413F-HRTimeline
HARBOUR INVESTMENTS, INC.744$128K<0.01%+1913F-HRTimeline
Muzinich & Co., Inc.731$126K0.09%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC712$123K<0.01%-3413F-HRTimelineGroup
MONTAG A & ASSOCIATES INC702$121K0.01%013F-HRTimeline
Clearstead Advisors, LLC664$114K<0.01%-62913F-HRTimeline
Global X Japan Co., Ltd.655$113K0.01%+5913F-HRTimeline
Kapitalo Investimentos Ltda654$113K0.08%new13F-HRTimeline
Fortitude Family Office, LLC647$111K0.04%013F-HRTimeline
SITTNER & NELSON, LLC644$111K0.05%013F-HRTimeline
Park Place Capital Corp634$109K0.03%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners632$109K0.02%013F-HRTimelineGroup
United Community Bankin group United Community Bank622$107K0.04%013F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC601$103K0.02%-3513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…598$103K<0.01%013F-HRTimelineGroup
Eisler Capital Management Ltd.556$96.5K<0.01%13F-HRTimeline
Headlands Technologies LLC557$95.9K0.01%-18613F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.547$94.2K0.04%+1013F-HRTimeline
Westend Capital Management, LLC541$93.2K0.03%013F-HRTimeline
Central Pacific Bank - Trust Division538$92.6K0.01%-32413F-HRTimeline
Missouri Trust & Investment Co526$90.6K0.03%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…508$87.7K0.02%+9513F-HRTimeline
Quent Capital, LLC502$86.4K0.01%+15713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.500$86.1K0.01%013F-HRTimelineGroup
PFS Partners, LLC500$86.1K0.05%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …477$82.1K0.16%+5913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…461$79.4K0.02%+1513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…453$78.3K<0.01%-22213F-HRTimeline
GHP Investment Advisors, Inc.433$74.5K<0.01%+513F-HRTimeline
TOBAM417$72K0.02%-17413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JTC Employer Solutions Trustee Ltd412$70K<0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/400$68.9K0.03%013F-HRTimeline
HOEY INVESTMENTS, INC375$64.6K0.01%013F-HRTimeline
Catalyst Capital Advisors LLC363$62.5K<0.01%new13F-HRTimeline
Oslo Pensjonsforsikring AS353$60.8K0.01%-32813F-HRTimeline
Nordwand Advisors, LLC346$59.6K0.02%013F-HRTimeline
Compass Wealth Management LLC345$59.4K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC345$59K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN340$58.6K0.01%013F-HRTimeline
Balefire, LLC335$58.1K0.02%new13F-HRTimeline
Anchor Investment Management, LLC334$57.5K0.01%013F-HRTimeline
Centerpoint Advisors, LLC327$56K0.02%013F-HRTimeline
IAG Wealth Partners, LLC315$54.2K0.01%013F-HRTimeline
Kozak & Associates, Inc.306$53.8K0.01%+413F-HRTimeline
First Pacific Financial312$53.7K0.01%013F-HRTimeline
SIERRA OCEAN, LLC310$53.5K0.04%13F-HRTimeline