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Disclosery

SPG SIMON PPTY GROUP INC NEW

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REIT (common), issuer CIK 1063761

1,192 managers (1,224 13F filers) reported a position in SPG shares at 2025-09-30, 290,555,770 shares in all. 112 filers opened a position and 104 filers sold out during the quarter.

Managers
1,192
13F filers
1,224
New
112
Added
470
Reduced
415
Sold out
104
Shares held by filers
290,555,770

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Fiduciary Trust Coin group Fiduciary Trust Co1,817$341K<0.01%+30813F-HRTimelineGroup
Avidian Wealth Enterprises, LLC1,816$341K0.01%+27113F-HRTimeline
Simplicity Wealth,LLC1,807$339K0.02%new13F-HRTimeline
Quotient Wealth Partners, LLC1,806$339K0.01%+713F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,795$336K<0.01%+2013F-HRTimelineGroup
Bard Financial Services, Inc.1,790$336K0.04%013F-HRTimeline
Fort Sheridan Advisors LLC1,789$336K0.04%013F-HRTimeline
Mesirow Financial Investment Management…1,782$335K0.01%+7813F-HRTimeline
American State Bank (Iowa)1,779$334K0.17%013F-HRTimeline
Piedmont Capital Management, LLC1,794$333K0.18%+313F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,776$333K0.07%013F-HRTimeline
Keel Point, LLC1,769$332K0.02%-413F-HRTimeline
Interchange Capital Partners, LLC1,761$331K0.06%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,753$329K<0.01%+81913F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC1,745$327K0.04%013F-HRTimeline
LANARK FINANCIAL, INC.1,742$327K0.03%-413F-HRTimeline
Coppell Advisory Solutions LLC1,758$327K0.03%new13F-HRTimeline
PDS Planning, Inc1,731$325K0.02%+4913F-HRTimeline
Huntleigh Advisors, Inc.1,727$324K0.06%-23613F-HRTimeline
IFG Advisory, LLC1,725$324K0.01%-15413F-HRTimeline
Kovack Advisors, Inc.1,721$323K0.03%-2113F-HRTimeline
MinichMacGregor Wealth Management, LLC1,720$323K0.06%-4013F-HRTimeline
Washington Trust Bank1,716$322K0.02%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AUGUSTINE ASSET MANAGEMENT INC1,713$321K0.06%+113F-HRTimeline
Winthrop Capital Management, LLC1,711$321K0.08%+213F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,710$321K0.08%+34013F-HRTimeline
Gen-Wealth Partners Inc1,708$321K0.11%new13F-HRTimeline
CX Institutional1,707$320K0.01%+5313F-HRTimeline
Breakwater Capital Group1,705$320K0.05%+8513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,704$320K0.01%-6513F-HRTimeline
BNP PARIBASin group BNP PARIBAS1,688$317K0.01%013F-HRTimelineGroup
Strategic Wealth Investment Group, LLC1,673$314K0.03%new13F-HRTimeline
Gibbs Wealth Management1,672$314K0.07%-15213F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,662$312K0.01%-5413F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,658$311K<0.01%+6813F-HRTimeline
Cornerstone Wealth Management, LLC1,657$311K0.02%+2013F-HRTimeline
Hutchens & Kramer Investment Management…1,657$311K0.12%-19413F-HRTimeline
SYNOVUS FINANCIAL CORP1,647$311K<0.01%+513F-HRTimeline
Platform Technology Partners1,647$309K0.07%-1513F-HRTimeline
Outlook Wealth Advisors, LLC1,642$308K0.08%new13F-HRTimeline
Strategic Financial Concepts, LLC1,620$304K0.04%+7213F-HRTimeline
Resonant Capital Advisors, LLC1,613$303K0.02%+1313F-HRTimeline
LJI Wealth Management, LLC1,599$300K0.05%-25013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,599$300K<0.01%+13013F-HRTimelineGroup
SlateStone Wealth, LLC1,593$299K0.03%013F-HRTimeline
Clientfirst Wealth Management, LLC1,593$299K0.24%013F-HRTimeline
Icon Wealth Advisors, LLC1,584$297K0.02%-23613F-HRTimeline
PATTON FUND MANAGEMENT, INC.1,580$297K0.05%013F-HRTimeline
North Star Investment Management Corp.1,560$293K0.02%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,550$291K0.04%+3413F-HRTimeline
Heartland Bank & Trust Co1,537$288K0.12%-713F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…1,531$287K0.01%-3,89113F-HRTimelineGroup
Jacobi Capital Management LLC1,524$286K0.02%+113F-HRTimeline
Krilogy Financial LLC1,572$285K0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,517$285K0.01%+8013F-HRTimeline
Prosperity Consulting Group, LLC1,509$283K0.01%new13F-HRTimeline
Lavaca Capital LLC1,500$282K0.05%013F-HRTimeline
Accuvest Global Advisors1,479$278K0.17%-7713F-HRTimeline
Csenge Advisory Group1,481$278K0.01%+10213F-HRTimeline
Stillwater Wealth Management Group1,471$276K0.19%13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,468$276K0.06%013F-HRTimeline
Murphy Pohlad Asset Management LLC1,466$275K0.11%-7013F-HRTimeline
U.S. Capital Wealth Advisors, LLC1,465$275K0.01%+15913F-HRTimeline
Alta Wealth Advisors LLC1,461$274K0.1%013F-HRTimeline
Savvy Advisors, Inc.1,459$274K0.01%new13F-HRTimeline
WASHINGTON TRUST Co1,454$273K0.01%new13F-HRTimeline
Blue Trust, Inc.1,444$271K<0.01%-8913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC1,444$271K0.02%+513F-HRTimeline
Parkside Financial Bank & Trust1,433$269K0.02%+1313F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC1,424$267K0.05%new13F-HRTimeline
Deseret Mutual Benefit Administrators1,421$267K0.11%-20113F-HRTimeline
Meridian Wealth Management, LLC1,486$266K0.01%+9613F-HRTimeline
Barry Investment Advisors, LLC1,417$266K0.06%+1013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,413$265K0.01%+82413F-HRTimelineGroup
VICUS CAPITAL1,385$260K0.02%-8513F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd1,385$260K0.08%013F-HRTimelineGroup
Smithfield Trust Co1,374$258K0.01%013F-HRTimeline
LMG Wealth Partners, LLC1,366$256K0.05%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC1,356$254K0.01%-9813F-HRTimeline
Moors & Cabot, Inc.1,354$254K0.01%+413F-HRTimeline
GREAT LAKES ADVISORS, LLC1,351$254K<0.01%-41013F-HRTimeline
Silver Lake Group, L.L.C.in group Silver Lake Group, L.L.C.1,350$253K<0.01%013F-HRTimelineGroup
NorthCoast Asset Management LLC1,347$253K<0.01%-9713F-HRTimeline
Wealthspire Advisors, LLC1,337$251K<0.01%+6613F-HRTimeline
MASTERINVEST Kapitalanlage GmbH1,310$246K0.02%new13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,307$245K0.01%+313F-HRTimelineGroup
Koshinski Asset Management, Inc.1,305$245K0.02%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO1,298$244K0.01%-28513F-HRTimeline
SITTNER & NELSON, LLC1,294$243K0.09%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …1,290$242K0.01%+1,22613F-HRTimelineGroup
CAXTON ASSOCIATES LLP1,287$242K0.01%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,282$241K<0.01%-19213F-HRTimeline
Ridgewood Investments LLC1,280$240K0.1%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1,275$239K0.01%013F-HRTimeline
Proficio Capital Partners LLC1,263$237K0.02%-1,97713F-HR/ATimeline
AMG National Trust Bank1,255$236K0.01%-35513F-HRTimeline
EPG Wealth Management LLC1,254$235K0.06%013F-HRTimeline
Socha Financial Group, LLC1,250$235K0.1%013F-HRTimeline
Fortis Capital Advisors, LLC1,247$234K0.04%new13F-HRTimeline
MRP Capital Investments, LLC1,450$233K0.2%-2513F-HR/ATimeline
Bison Wealth, LLC1,316$233K0.02%-213F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…1,230$231K0.13%new13F-HR/ATimelineGroup
Cornerstone Advisory, LLC1,224$230K0.02%-47313F-HRTimeline
Cladis Investment Advisory, LLC1,500$228K0.13%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,205$226K<0.01%new13F-HRTimelineGroup
Quad-Cities Investment Group, LLC1,204$226K0.1%new13F-HRTimeline
CENTRAL TRUST Co1,203$226K<0.01%+4113F-HRTimeline
Pure Financial Advisors, LLC1,199$225K<0.01%-8613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,197$225K<0.01%new13F-HRTimeline
Hilltop National Bank1,193$224K0.06%013F-HRTimeline
FIRST MANHATTAN CO. LLC.1,190$223K<0.01%new13F-HRTimeline
Chancellor Financial Group WB LP1,185$222K0.16%new13F-HRTimeline
Visionary Wealth Advisors1,185$222K0.01%new13F-HRTimeline
Activest Wealth Management1,179$221K0.04%+2613F-HRTimeline
Leo Wealth, LLC1,174$220K0.03%-23313F-HRTimeline
Black Diamond Financial, LLC1,170$219K0.02%new13F-HRTimeline
CIDEL ASSET MANAGEMENT INC1,169$219K0.01%new13F-HRTimeline
Haverford Trust Co1,159$218K<0.01%new13F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …1,158$217K0.06%new13F-HRTimeline
GW HENSSLER & ASSOCIATES LTD1,157$217K0.01%new13F-HRTimeline
WMG Financial Advisors, LLC1,156$217K0.07%new13F-HRTimeline
Bullock Wealth Management Group1,165$216K0.11%-213F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co1,151$216K0.01%-34913F-HRTimeline
Longboard Asset Management, LP1,149$216K0.35%new13F-HRTimeline
Argyle Capital Partners, LLC1,147$215K0.15%new13F-HRTimeline
Biltmore Wealth Management, LLC1,139$214K0.08%new13F-HRTimeline
NCM Capital Management, LLC1,127$212K0.08%new13F-HRTimeline
Godshalk Welsh Capital Management, Inc.1,125$211K0.12%-40013F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC1,125$211K0.04%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC1,124$211K0.03%new13F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…1,123$211K0.02%new13F-HRTimelineGroup
Texas Bank & Trust Co1,122$211K0.08%new13F-HRTimeline
New Republic Capital, LLC1,122$211K0.06%new13F-HRTimeline
JB Capital LLC1,122$210K0.01%new13F-HRTimeline
Skyline Advisors, Inc.1,113$209K0.07%new13F-HRTimeline
MIdWestOne Financial Group, Inc.1,109$208K0.03%new13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC1,092$205K<0.01%new13F-HRTimelineGroup
Focus Financial Network, Inc.1,088$204K0.01%new13F-HRTimeline
Crestwood Advisors Group, LLC1,071$201K<0.01%new13F-HRTimeline
TCI Wealth Advisors, Inc.1,069$201K0.01%new13F-HRTimeline
Carnegie Investment Counsel1,069$201K<0.01%-50013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC1,068$200K0.03%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,067$200K<0.01%new13F-HRTimeline
Cromwell Holdings LLC1,067$200K0.11%013F-HRTimeline
TFC Financial Management, Inc.1,056$198K0.03%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,049$197K0.02%-10513F-HRTimeline
MOTCO1,038$195K0.02%-1413F-HRTimeline
VESTOR CAPITAL, LLC1,000$188K0.01%+67713F-HRTimeline
AllSquare Wealth Management LLC1,000$188K0.1%013F-HRTimeline
Greykasell Wealth Strategies, Inc.971$182K0.08%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd959$180K0.01%+7413F-HRTimelineGroup
NFSG Corp925$174K0.03%+113F-HRTimeline
West Family Investments, Inc.19,162$168K0.04%new13F-HRTimeline
Global X Japan Co., Ltd.886$166K0.01%-15013F-HRTimeline
CYBER HORNET ETFs LLC881$165K0.11%+3013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.880$165K<0.01%-2613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Catalyst Capital Advisors LLC869$163K<0.01%-3813F-HRTimeline
Essential Partners LLC864$162K0.05%+66213F-HRTimeline
SUMMIT SECURITIES GROUP LLC864$162K0.05%+65713F-HRTimeline
Stelac Advisory Services LLC833$156K0.05%-6013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.827$155K0.02%-27013F-HRTimeline
Clearstead Advisors, LLC825$155K<0.01%+8813F-HRTimeline
Rosenberg Matthew Hamilton824$155K0.03%013F-HRTimeline
Silvant Capital Management LLC821$154K0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.802$151K<0.01%+4913F-HRTimeline
Versant Capital Management, Inc801$150K0.02%-18713F-HRTimeline
FNY Investment Advisers, LLC800$150K0.05%new13F-HRTimeline
ORG Partners LLC798$150K0.03%+5213F-HRTimeline
CENTAURUS FINANCIAL, INC.783$147K0.01%-34113F-HRTimeline
CVA Family Office, LLC747$140K0.02%+313F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC781$139K0.09%-16313F-HRTimeline
Muzinich & Co., Inc.731$137K0.05%013F-HRTimeline
Quent Capital, LLC731$137K0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC720$135K0.01%+1813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC717$134K<0.01%-213F-HRTimelineGroup
CoreCap Advisors, LLC704$132K<0.01%+2513F-HRTimeline
OSTRUM ASSET MANAGEMENT661$124K0.01%-2213F-HRTimeline
Fortitude Family Office, LLC647$121K0.03%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…637$120K0.01%+11813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners632$119K0.02%013F-HRTimelineGroup
Saranac Partners Ltd575$108K0.02%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.573$108K0.05%-1513F-HRTimeline
PFS Partners, LLC569$107K0.05%+113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…543$102K<0.01%-2513F-HRTimelineGroup
Westend Capital Management, LLC541$102K0.03%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC541$102K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division538$101K0.01%013F-HRTimeline
Geneos Wealth Management Inc.537$101K<0.01%-90413F-HRTimeline
Advanced Portfolio Management, LLC532$99.8K0.26%new13F-HRTimeline
FIRST HORIZON CORP530$99.5K<0.01%13F-HRTimeline
Missouri Trust & Investment Co526$98.7K0.03%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…524$98.3K0.02%+3213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.500$93.8K0.01%013F-HRTimelineGroup
Mowery & Schoenfeld Wealth Management, …469$88K0.15%013F-HRTimeline
GHP Investment Advisors, Inc.446$83.7K<0.01%+413F-HRTimeline
JTC Employer Solutions Trustee Ltd412$77K0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/400$75.1K0.03%013F-HRTimeline
Generali Asset Management SPA SGR392$73.6K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co390$73.2K0.02%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC385$72.3K<0.01%013F-HRTimelineGroup