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Disclosery

SPG SIMON PPTY GROUP INC NEW

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REIT (common), issuer CIK 1063761

1,186 managers (1,216 13F filers) reported a position in SPG shares at 2025-06-30, 291,159,154 shares in all. 107 filers opened a position and 96 filers sold out during the quarter.

Managers
1,186
13F filers
1,216
New
107
Added
507
Reduced
399
Sold out
96
Shares held by filers
291,159,154

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
UMB Bank, n.a.2,114$340K0.01%-30913F-HR/ATimeline
Howard Capital Management, LLC2,109$339K0.01%+18713F-HRTimeline
LRI Investments, LLC2,089$336K0.03%-17213F-HRTimeline
CONNING INC.in group CONNING INC.2,089$336K0.01%-8213F-HRTimelineGroup
Intrua Financial, LLC2,088$336K0.05%+22813F-HRTimeline
Atlas Private Wealth Advisors2,087$336K0.04%+7913F-HRTimeline
O'ROURKE & COMPANY, Inc2,059$331K0.15%-35813F-HRTimeline
CWA Asset Management Group, LLC2,058$331K0.01%+17813F-HRTimeline
Alliance Wealth Advisors, LLC /UT2,055$330K0.08%+11113F-HRTimeline
EP Wealth Advisors, LLC2,053$330K<0.01%+34513F-HRTimeline
ROCKLAND TRUST CO2,050$330K0.02%013F-HRTimeline
Fulton Bank, N.A.2,035$327K0.01%+2613F-HRTimeline
Lafayette Investments, Inc.2,025$326K0.07%013F-HRTimeline
Global Retirement Partners, LLC2,024$325K0.01%13F-HRTimeline
MANCHESTER FINANCIAL INC2,021$325K0.07%013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC2,011$323K<0.01%-5613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,987$319K0.02%-3413F-HRTimeline
Huntleigh Advisors, Inc.1,963$316K0.06%013F-HRTimeline
Freedom Investment Management, Inc.1,958$315K0.03%-21613F-HRTimeline
Optas, LLC1,917$308K0.06%+10513F-HRTimeline
Cetera Trust Company, N.A1,915$308K0.18%+4013F-HRTimeline
INTRUST BANK NA1,912$307K0.03%-2513F-HRTimeline
Gryphon Financial Partners LLC1,912$307K0.04%+22713F-HRTimeline
Good Life Advisors, LLC1,903$306K0.02%+113F-HRTimeline
Hutchens & Kramer Investment Management…1,851$304K0.14%-13713F-HRTimeline
IFG Advisory, LLC1,879$302K0.02%+113F-HRTimeline
Waverly Advisors, LLC1,850$297K<0.01%new13F-HRTimeline
LJI Wealth Management, LLC1,849$297K0.05%013F-HRTimeline
4WEALTH ADVISORS, INC.1,847$297K0.31%-1613F-HRTimeline
Gibbs Wealth Management1,824$293K0.06%+15813F-HRTimeline
Icon Wealth Advisors, LLC1,820$293K0.02%+10913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,819$292K0.12%013F-HRTimeline
Aptus Capital Advisors, LLC1,812$291K<0.01%-1,27313F-HRTimeline
Prudent Man Advisors, LLC1,802$290K0.09%+2113F-HRTimeline
Quotient Wealth Partners, LLC1,799$289K0.01%-11813F-HRTimeline
Piedmont Capital Management, LLC1,791$288K0.17%-6013F-HRTimeline
Bard Financial Services, Inc.1,790$288K0.03%-25013F-HRTimeline
Fort Sheridan Advisors LLC1,789$288K0.04%+20013F-HRTimeline
American State Bank (Iowa)1,779$286K0.16%-2513F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,776$286K0.06%013F-HRTimeline
Keel Point, LLC1,773$285K0.02%+12413F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,775$285K<0.01%-7,51513F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP1,769$284K0.01%-713F-HRTimeline
GREAT LAKES ADVISORS, LLC1,761$283K<0.01%-14713F-HRTimeline
MinichMacGregor Wealth Management, LLC1,760$283K0.06%new13F-HRTimeline
Corton Capital Inc.1,755$282K0.33%new13F-HRTimeline
CABOT WEALTH MANAGEMENT INC1,745$281K0.03%013F-HRTimeline
Kovack Advisors, Inc.1,742$280K0.03%-1513F-HRTimeline
LANARK FINANCIAL, INC.1,746$280K0.02%-60413F-HRTimeline
Chicago Partners Investment Group LLC1,679$278K0.01%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,716$276K0.01%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC1,712$275K0.07%-3513F-HRTimeline
Winthrop Capital Management, LLC1,709$275K0.07%+5213F-HRTimeline
Mesirow Financial Investment Management…1,704$274K0.01%-80413F-HRTimeline
Cornerstone Advisory, LLC1,697$273K0.03%+313F-HRTimeline
Astoria Portfolio Advisors LLC.1,653$273K0.08%-5913F-HRTimeline
BNP PARIBASin group BNP PARIBAS1,688$271K0.01%013F-HRTimelineGroup
PDS Planning, Inc1,682$270K0.02%+11713F-HRTimeline
SIMPLEX TRADING, LLC1,679$269K0.01%-9,48313F-HRTimeline
Platform Technology Partners1,662$267K0.07%-1113F-HRTimeline
CX Institutional1,654$266K0.01%+31313F-HR/ATimeline
SYNOVUS FINANCIAL CORP1,642$265K<0.01%-20513F-HRTimeline
Baker Avenue Asset Management, LP1,646$265K0.01%-3513F-HRTimeline
Cornerstone Wealth Management, LLC1,637$263K0.02%+1013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,625$261K0.03%+36113F-HRTimeline
Deseret Mutual Benefit Administrators1,622$261K0.12%013F-HRTimeline
Archer Investment Corp1,621$261K0.06%+1,60013F-HRTimeline
Breakwater Capital Group1,620$260K0.04%+8013F-HRTimeline
AMG National Trust Bank1,610$259K0.01%-71013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC1,608$259K0.07%-3813F-HRTimeline
Resonant Capital Advisors, LLC1,600$257K0.02%-59513F-HRTimeline
Clientfirst Wealth Management, LLC1,593$256K0.26%013F-HRTimeline
SlateStone Wealth, LLC1,593$256K0.02%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,590$256K<0.01%013F-HRTimeline
STOCK YARDS BANK & TRUST CO1,583$254K0.01%+313F-HRTimeline
PATTON FUND MANAGEMENT, INC.1,580$254K0.06%-23,62613F-HRTimeline
BSW Wealth Partners1,575$253K0.03%+14713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.1,569$252K<0.01%new13F-HRTimelineGroup
Carnegie Investment Counsel1,569$252K0.01%013F-HRTimeline
North Star Investment Management Corp.1,560$251K0.02%013F-HRTimeline
Accuvest Global Advisors1,556$250K0.16%-1,44213F-HRTimeline
Strategic Financial Concepts, LLC1,548$249K0.04%-51813F-HRTimeline
Avidian Wealth Enterprises, LLC1,545$248K0.01%+913F-HRTimeline
Heartland Bank & Trust Co1,544$248K0.12%new13F-HRTimeline
Triad Wealth Partners, LLC1,538$247K0.05%+21913F-HRTimeline
Murphy Pohlad Asset Management LLC1,536$247K0.1%-2,00013F-HRTimeline
Blue Trust, Inc.1,533$246K<0.01%-11013F-HRTimeline
First Bancorp, Inc /ME/1,528$246K0.14%-313F-HRTimeline
Godshalk Welsh Capital Management, Inc.1,525$245K0.15%-5013F-HRTimeline
Jacobi Capital Management LLC1,523$245K0.02%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,516$244K0.03%+6213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,509$243K<0.01%-1313F-HRTimelineGroup
FUKOKU MUTUAL LIFE INSURANCE Co1,500$241K0.02%-38913F-HRTimeline
Lavaca Capital LLC1,500$241K0.1%013F-HR/ATimeline
First Horizon Advisors, Inc.1,499$241K0.01%+4713F-HRTimeline
Howard Capital Management Group, LLC1,490$240K0.02%013F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.1,487$239K0.04%new13F-HRTimeline
Berry Wealth Group, LP1,485$239K0.17%+12613F-HRTimeline
MBB PUBLIC MARKETS I LLC1,476$237K0.03%-35013F-HRTimeline
MRP Capital Investments, LLC1,475$237K0.16%+2513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,474$237K<0.01%-8613F-HRTimeline
VICUS CAPITAL1,470$236K0.02%+413F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,469$236K<0.01%-2013F-HRTimelineGroup
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,468$236K0.05%013F-HRTimeline
Alta Wealth Advisors LLC1,461$235K0.11%-2,67813F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC1,454$234K0.01%-29713F-HRTimeline
NorthCoast Asset Management LLC1,444$232K<0.01%-7213F-HRTimeline
Geneos Wealth Management Inc.1,441$232K0.01%-1,84613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC1,439$231K0.02%+4613F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,437$231K0.01%+8113F-HRTimeline
Parkside Financial Bank & Trust1,420$228K0.02%-9313F-HRTimeline
Leo Wealth, LLC1,407$226K0.02%new13F-HRTimeline
Barry Investment Advisors, LLC1,407$226K0.06%+1213F-HRTimeline
Csenge Advisory Group1,379$225K0.01%+4713F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd1,385$223K0.08%013F-HRTimelineGroup
Smithfield Trust Co1,374$221K0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,370$220K0.06%-10013F-HRTimeline
Meridian Wealth Management, LLC1,390$220K0.01%-1913F-HRTimeline
LMG Wealth Partners, LLC1,366$220K0.05%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,352$217K0.03%new13F-HRTimeline
Moors & Cabot, Inc.1,350$217K0.01%+11513F-HRTimeline
Silver Lake Group, L.L.C.in group Silver Lake Group, L.L.C.1,350$217K<0.01%013F-HRTimelineGroup
Bison Wealth, LLC1,318$213K0.02%+4613F-HRTimeline
Tradition Wealth Management, LLC1,325$213K0.02%new13F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…1,316$212K0.02%-7813F-HRTimelineGroup
Calydon Capital1,316$212K0.02%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC1,306$210K0.01%-513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,304$210K0.01%013F-HRTimelineGroup
Canopy Partners, LLC1,301$209K0.08%+713F-HRTimeline
SITTNER & NELSON, LLC1,294$208K0.08%013F-HRTimeline
Pure Financial Advisors, LLC1,285$207K<0.01%new13F-HRTimeline
Ridgewood Investments LLC1,280$206K0.09%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1,275$205K0.01%013F-HRTimeline
Wealthspire Advisors, LLC1,271$204K<0.01%new13F-HRTimeline
EPG Wealth Management LLC1,254$202K0.06%013F-HRTimeline
Socha Financial Group, LLC1,250$201K0.09%-50013F-HRTimeline
M&G PLCin group M&G PLC1,239$199K<0.01%-1,01113F-HRTimelineGroup
Hilltop National Bank1,193$192K0.05%13F-HRTimeline
Bullock Wealth Management Group1,167$192K0.1%+813F-HRTimeline
CENTRAL TRUST Co1,162$187K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,154$185K0.02%-14913F-HRTimeline
Activest Wealth Management1,153$185K0.04%-713F-HRTimeline
CENTAURUS FINANCIAL, INC.1,124$181K0.01%+16513F-HRTimeline
Arax Advisory Partners1,018$177K0.01%+19213F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,097$176K0.02%013F-HRTimeline
MOTCO1,052$172K0.02%-3413F-HRTimeline
Cromwell Holdings LLC1,067$172K0.1%+3813F-HRTimeline
TFC Financial Management, Inc.1,056$170K0.02%-213F-HRTimeline
Global X Japan Co., Ltd.1,036$167K0.02%+21813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC955$162K0.05%new13F-HRTimeline
AllSquare Wealth Management LLC1,000$161K0.09%013F-HRTimeline
Versant Capital Management, Inc988$159K0.02%-94613F-HRTimeline
Greykasell Wealth Strategies, Inc.971$156K0.07%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC944$154K0.08%013F-HRTimeline
Oslo Pensjonsforsikring AS951$153K0.02%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO934$150K<0.01%+77313F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…929$150K0.02%+21113F-HRTimeline
NFSG Corp924$149K0.02%+8113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.906$146K<0.01%+25113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Catalyst Capital Advisors LLC907$146K<0.01%+38013F-HRTimeline
MUFG Securities EMEA plc904$145K0.01%new13F-HR/ATimeline
Stelac Advisory Services LLC893$144K0.05%-513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd885$142K0.01%+11813F-HRTimelineGroup
CYBER HORNET ETFs LLC851$137K0.1%new13F-HRTimeline
Quarry LP828$133K0.03%+32313F-HRTimeline
Rosenberg Matthew Hamilton824$132K0.03%+5513F-HRTimeline
Silvant Capital Management LLC821$132K<0.01%013F-HRTimeline
ORG Partners LLC746$123K0.03%+813F-HRTimeline
HARBOUR INVESTMENTS, INC.753$121K<0.01%-1113F-HRTimeline
CVA Family Office, LLC744$120K0.02%-4713F-HRTimeline
Clearstead Advisors, LLC737$118K<0.01%+60513F-HRTimeline
Muzinich & Co., Inc.731$118K0.05%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC719$116K<0.01%-713F-HRTimelineGroup
MONTAG A & ASSOCIATES INC702$113K0.01%013F-HRTimeline
OSTRUM ASSET MANAGEMENT683$110K0.01%-2013F-HRTimeline
CoreCap Advisors, LLC679$109K<0.01%-17113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC649$104K0.01%new13F-HR/ATimeline
Fortitude Family Office, LLC647$104K0.03%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners632$102K0.01%013F-HRTimelineGroup
United Community Bankin group United Community Bank622$100K0.03%013F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.589$94.7K<0.01%+56613F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.588$94.5K0.04%+3413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…568$91.3K<0.01%-3013F-HRTimelineGroup
PFS Partners, LLC568$91.3K0.05%+6813F-HRTimeline
Westend Capital Management, LLC541$87K0.03%013F-HRTimeline
Central Pacific Bank - Trust Division538$86.5K0.01%013F-HRTimeline
Missouri Trust & Investment Co526$84.6K0.03%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…519$83.4K<0.01%+3313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.500$80.4K0.01%013F-HRTimelineGroup
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …500$80.4K<0.01%new13F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…492$79.1K0.03%+4613F-HRTimeline
VESTOR CAPITAL, LLC323$78K0.01%-67713F-HRTimeline
Mowery & Schoenfeld Wealth Management, …469$75.4K0.12%013F-HRTimeline
GHP Investment Advisors, Inc.442$71K<0.01%+513F-HRTimeline
JTC Employer Solutions Trustee Ltd412$66K0.01%013F-HRTimeline
Grove Bank & Trust408$65.6K0.01%+2713F-HRTimeline
FIRST FINANCIAL CORP /IN/400$64.3K0.03%013F-HRTimeline
Generali Asset Management SPA SGR392$63K<0.01%-5,91313F-HRTimeline
Indiana Trust & Investment Management Co390$62.7K0.02%+12513F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC385$61.9K<0.01%013F-HRTimelineGroup