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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
Atlas Private Wealth Advisors2,008$333K0.05%+813F-HRTimeline
Hutchens & Kramer Investment Management…1,988$330K0.18%-43213F-HRTimeline
Callan Family Office, LLC1,972$328K0.02%-1,93313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,084$326K0.03%-14213F-HRTimeline
Huntleigh Advisors, Inc.1,963$326K0.08%-50013F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,960$326K0.02%-6913F-HRTimelineGroup
Kathmere Capital Management, LLC1,953$324K0.03%-15713F-HRTimeline
Alliance Wealth Advisors, LLC /UT1,944$323K0.08%+36613F-HRTimeline
INTRUST BANK NA1,937$322K0.03%013F-HRTimeline
Versant Capital Management, Inc1,934$321K0.05%+93513F-HRTimeline
Howard Capital Management, LLC1,922$319K0.01%-29513F-HRTimeline
Quotient Wealth Partners, LLC1,917$318K0.01%+11113F-HRTimeline
GREAT LAKES ADVISORS, LLC1,908$317K<0.01%+6813F-HRTimeline
Good Life Advisors, LLC1,902$316K0.02%-613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,895$315K0.01%+30013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co1,889$314K0.02%013F-HRTimeline
CWA Asset Management Group, LLC1,880$312K0.01%-29113F-HRTimeline
IFG Advisory, LLC1,878$312K0.02%+113F-HRTimeline
Cetera Trust Company, N.A1,875$311K0.2%013F-HRTimeline
4WEALTH ADVISORS, INC.1,863$309K0.34%-5913F-HRTimeline
Intrua Financial, LLC1,860$309K0.05%+1113F-HRTimeline
LJI Wealth Management, LLC1,849$307K0.06%013F-HRTimeline
SYNOVUS FINANCIAL CORP1,847$307K<0.01%+36713F-HRTimeline
MBB PUBLIC MARKETS I LLC1,826$303K0.03%new13F-HR/ATimeline
ELEVATION WEALTH PARTNERS, LLC1,819$302K0.13%013F-HRTimeline
BRIGHTON JONES LLC1,815$301K0.01%+10213F-HRTimeline
Optas, LLC1,812$301K0.05%+10213F-HRTimeline
American State Bank (Iowa)1,804$299K0.18%013F-HRTimeline
Regent Peak Wealth Advisors LLC1,787$297K0.07%-2713F-HRTimeline
Prudent Man Advisors, LLC1,781$296K0.11%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,776$295K0.01%-19813F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,776$295K0.07%013F-HRTimeline
Kovack Advisors, Inc.1,757$292K0.03%+18913F-HRTimeline
Bragg Financial Advisors, Inc1,753$291K0.01%+32413F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC1,751$291K0.01%new13F-HRTimeline
Socha Financial Group, LLC1,750$291K0.14%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC1,747$290K0.08%-413F-HRTimeline
CABOT WEALTH MANAGEMENT INC1,745$290K0.04%013F-HRTimeline
Lindbrook Capital, LLC1,744$290K0.03%-60013F-HRTimeline
PEAK6 LLCin group PEAK6 LLC1,722$286K0.01%new13F-HRTimelineGroup
LMR Partners LLPin group LMR Partners LLP1,718$285K0.01%+1,65013F-HRTimelineGroup
SHELTON CAPITAL MANAGEMENT1,716$285K0.01%-4713F-HRTimeline
Icon Wealth Advisors, LLC1,711$284K0.02%+5013F-HRTimeline
EP Wealth Advisors, LLC1,708$284K<0.01%-2,68013F-HRTimeline
Kapitalo Investimentos Ltda1,703$283K0.06%+1,04913F-HRTimeline
BNP PARIBASin group BNP PARIBAS1,688$280K0.01%013F-HRTimelineGroup
Gryphon Financial Partners LLC1,685$280K0.04%+26813F-HRTimeline
VELA Investment Management, LLC1,683$280K0.1%-5113F-HRTimeline
Baker Avenue Asset Management, LP1,681$279K0.01%-86913F-HRTimeline
CKW FINANCIAL GROUP1,677$279K0.03%new13F-HRTimeline
Platform Technology Partners1,673$278K0.08%+1113F-HRTimeline
Gibbs Wealth Management1,666$277K0.07%new13F-HRTimeline
Winthrop Capital Management, LLC1,657$275K0.08%+213F-HRTimeline
Worth Venture Partners, LLC1,650$274K0.52%013F-HRTimeline
Keel Point, LLC1,649$274K0.02%+25013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC1,646$273K0.08%-4313F-HRTimeline
Blue Trust, Inc.1,643$273K<0.01%+36213F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC1,635$272K0.07%013F-HRTimeline
Cornerstone Advisory, LLC1,694$271K0.03%-313F-HRTimeline
Cornerstone Wealth Management, LLC1,627$270K0.02%+413F-HRTimeline
Deseret Mutual Benefit Administrators1,622$269K0.13%-7413F-HRTimeline
Point72 Hong Kong Ltd1,600$266K0.02%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP1,594$265K0.02%new13F-HRTimeline
SlateStone Wealth, LLC1,593$265K0.03%013F-HRTimeline
Clientfirst Wealth Management, LLC1,593$265K0.3%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,590$264K<0.01%+26213F-HRTimeline
Fort Sheridan Advisors LLC1,589$264K0.04%-15013F-HRTimeline
PharVision Advisers, LLC1,588$264K0.37%new13F-HRTimeline
Badgley Phelps Wealth Managers, LLC1,584$263K0.01%-33713F-HRTimeline
Astoria Portfolio Advisors LLC.1,712$262K0.09%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO1,580$262K0.01%-10413F-HRTimeline
Godshalk Welsh Capital Management, Inc.1,575$262K0.17%013F-HRTimeline
Hazelview Securities Inc.1,570$261K0.05%new13F-HRTimeline
PDS Planning, Inc1,565$260K0.02%+11213F-HRTimeline
Piedmont Capital Management, LLC1,851$260K0.19%+213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,560$259K<0.01%-27813F-HRTimeline
North Star Investment Management Corp.1,560$259K0.02%013F-HRTimeline
Breakwater Capital Group1,540$256K0.05%+11013F-HRTimeline
Avidian Wealth Enterprises, LLC1,536$255K0.01%new13F-HRTimeline
First Bancorp, Inc /ME/1,531$254K0.17%013F-HRTimeline
Jacobi Capital Management LLC1,523$253K0.02%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,522$253K<0.01%-2013F-HRTimelineGroup
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,519$252K<0.01%+20813F-HRTimelineGroup
NorthCoast Asset Management LLC1,516$252K<0.01%+15213F-HR/ATimeline
Parkside Financial Bank & Trust1,513$251K0.03%+28613F-HRTimeline
GWN SECURITIES INC.1,504$250K0.01%new13F-HRTimeline
Lavaca Capital LLC1,500$249K0.11%013F-HRTimeline
Howard Capital Management Group, LLC1,490$247K0.02%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,489$247K<0.01%-8813F-HRTimelineGroup
Dorsey Wright & Associates1,480$246K0.06%-4613F-HRTimeline
Parcion Private Wealth LLC1,475$245K0.02%-8313F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,470$244K0.08%+13013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,468$244K0.06%013F-HRTimeline
VICUS CAPITAL1,466$244K0.02%-5613F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,454$241K0.04%+1213F-HRTimeline
First Horizon Advisors, Inc.1,452$241K0.01%013F-HRTimeline
MRP Capital Investments, LLC1,450$241K0.23%-2513F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding1,450$241K0Timeline
PAX Financial Group, LLC1,429$237K0.04%-613F-HRTimeline
BSW Wealth Partners1,428$237K0.04%-3913F-HRTimeline
Krane Funds Advisors LLC1,423$236K0.01%-4913F-HRTimeline
AE Wealth Management LLC1,396$232K<0.01%+113F-HRTimeline
Barry Investment Advisors, LLC1,395$232K0.06%+813F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…1,394$232K0.02%+7813F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC1,393$231K0.02%+513F-HRTimeline
Meridian Wealth Management, LLC1,409$230K0.01%-1,01313F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd1,385$230K0.1%new13F-HRTimelineGroup
Smithfield Trust Co1,374$228K0.01%013F-HRTimeline
LMG Wealth Partners, LLC1,366$227K0.05%013F-HRTimeline
Purkiss Capital Advisors LLC1,363$226K0.17%+1713F-HRTimeline
Berry Wealth Group, LP1,359$226K0.18%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,357$225K<0.01%+15913F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,356$225K0.01%+16513F-HRTimeline
Carnegie Investment Counsel1,569$225K0.01%013F-HRTimeline
Silver Lake Group, L.L.C.in group Silver Lake Group, L.L.C.1,350$224K<0.01%013F-HRTimelineGroup
CX Institutional1,341$223K0.01%-1013F-HRTimeline
Triad Wealth Partners, LLC1,319$219K0.07%-8113F-HRTimeline
U.S. Capital Wealth Advisors, LLC1,311$218K0.01%-22313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,304$217K0.01%-55613F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,303$216K0.02%-15013F-HRTimeline
SITTNER & NELSON, LLC1,294$215K0.09%+65013F-HRTimeline
Canopy Partners, LLC1,294$215K0.08%+1013F-HRTimeline
CERTUITY, LLC1,281$213K0.02%+7713F-HRTimeline
Ridgewood Investments LLC1,280$213K0.1%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1,275$212K0.01%013F-HRTimeline
Longboard Asset Management, LP1,273$211K0.62%013F-HRTimeline
Pallas Capital Advisors LLC1,264$210K0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,264$210K0.03%+3113F-HRTimeline
Aster Capital Management (DIFC) Ltd1,122$209K0.04%-52213F-HRTimeline
Texas Bank & Trust Co1,257$209K0.09%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC1,255$208K0.01%013F-HRTimeline
EPG Wealth Management LLC1,254$208K0.06%013F-HRTimeline
Moors & Cabot, Inc.1,235$205K0.01%+1213F-HRTimeline
Strategic Advisors LLC1,215$202K0.04%-713F-HRTimeline
Csenge Advisory Group1,332$200K0.01%new13F-HRTimeline
Bison Wealth, LLC1,272$200K0.02%new13F-HRTimeline
Point72 (DIFC) Ltd1,198$199K0.02%new13F-HRTimeline
CENTRAL TRUST Co1,162$193K<0.01%013F-HRTimeline
Bullock Wealth Management Group1,159$193K0.11%+1113F-HRTimeline
Activest Wealth Management1,160$193K0.05%-11513F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,097$182K0.03%+613F-HRTimeline
MOTCO1,086$180K0.02%+313F-HRTimeline
TFC Financial Management, Inc.1,058$176K0.03%013F-HRTimeline
Cromwell Holdings LLC1,029$171K0.11%+1613F-HRTimeline
AllSquare Wealth Management LLC1,000$166K0.1%013F-HRTimeline
VESTOR CAPITAL, LLC1,000$166K0.01%-513F-HRTimeline
Greykasell Wealth Strategies, Inc.971$161K0.09%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.959$159K0.01%+9213F-HRTimeline
Morse Asset Management, Inc900$149K0.04%013F-HRTimeline
Stelac Advisory Services LLC898$149K0.06%+1713F-HRTimeline
Anderson Financial Strategies, LLC884$147K0.09%new13F-HRTimeline
CoreCap Advisors, LLC850$141K0.01%-5613F-HRTimeline
NFSG Corp843$140K0.03%-61213F-HRTimeline
Arax Advisory Partners826$137K0.01%-37013F-HRTimeline
Silvant Capital Management LLC821$136K0.01%013F-HRTimeline
Atala Financial Inc821$136K0.1%013F-HRTimeline
Global X Japan Co., Ltd.818$136K0.02%+16313F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC944$135K0.09%-28213F-HRTimeline
CVA Family Office, LLC791$131K0.02%-8213F-HRTimeline
Rosenberg Matthew Hamilton769$128K0.03%-5413F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd767$127K0.01%-13713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.764$127K<0.01%+2013F-HRTimeline
ORG Partners LLC738$123K0.03%-2,66513F-HRTimeline
Muzinich & Co., Inc.731$121K0.07%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC726$121K<0.01%+1413F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…718$120K0.02%+21013F-HRTimeline
State of Wyoming711$118K0.02%new13F-HRTimeline
OSTRUM ASSET MANAGEMENT703$117K0.01%-2,28413F-HRTimeline
MONTAG A & ASSOCIATES INC702$117K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.655$109K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fortitude Family Office, LLC647$107K0.04%013F-HRTimeline
Park Place Capital Corp634$105K0.03%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners632$105K0.02%013F-HRTimelineGroup
United Community Bankin group United Community Bank622$103K0.04%013F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC607$101K0.02%+613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…598$99.3K<0.01%013F-HRTimelineGroup
Quent Capital, LLC588$97.6K0.01%+8613F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.554$92K0.04%+713F-HRTimeline
Westend Capital Management, LLC541$89.9K0.03%013F-HRTimeline
Central Pacific Bank - Trust Division538$89.4K0.01%013F-HRTimeline
Rossby Financial, LCC559$87.5K0.04%new13F-HRTimeline
Catalyst Capital Advisors LLC527$87.5K<0.01%+16413F-HRTimeline
Missouri Trust & Investment Co526$87.4K0.03%013F-HRTimeline
Atlantic Edge Private Wealth Management…525$87.2K0.03%-45013F-HRTimeline
Quarry LP505$83.9K0.02%+42113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.500$83K0.01%013F-HRTimelineGroup
PFS Partners, LLC500$83K0.04%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…486$80.7K0.01%13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …469$77.9K0.15%-813F-HRTimeline
Wayfinding Financial, LLC461$76K0.03%new13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management454$75.4K0.01%13F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…446$74.1K0.03%-1513F-HRTimeline
GHP Investment Advisors, Inc.437$72.6K<0.01%+413F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.435$72.2K0.02%13F-HRTimeline
JTC Employer Solutions Trustee Ltd412$68K0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/400$66.4K0.03%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC385$63.9K<0.01%+18613F-HRTimelineGroup
Grove Bank & Trust381$63.3K0.01%+26613F-HRTimeline
HOEY INVESTMENTS, INC375$62.3K0.01%013F-HRTimeline
First Pacific Financial370$61.4K0.01%+5813F-HRTimeline