Skip to content
Disclosery

SPG SIMON PPTY GROUP INC NEW

Follow

REIT (common), issuer CIK 1063761

1,272 managers (1,313 13F filers) reported a position in SPG shares at 2026-03-31, 292,909,216 shares in all. 102 filers opened a position and 84 filers sold out during the quarter.

Managers
1,272
13F filers
1,313
New
102
Added
514
Reduced
447
Sold out
84
Shares held by filers
292,909,216

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Advisory Alpha, LLC1,973$368K0.01%new13F-HRTimeline
Aprio Wealth Management, LLC1,974$368K0.02%new13F-HRTimeline
Crestwood Advisors Group, LLC1,974$368K0.01%+50213F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…1,965$367K<0.01%-29,64413F-HRTimelineGroup
Intrua Financial, LLC1,960$366K0.04%-6313F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP1,959$365K0.03%+11713F-HRTimelineGroup
Modera Wealth Management, LLC1,935$361K<0.01%-23213F-HRTimeline
O'ROURKE & COMPANY, Inc1,928$360K0.14%-19613F-HRTimeline
Fulton Bank, N.A.1,928$360K0.01%+3313F-HRTimeline
Optas, LLC1,916$357K0.05%-3813F-HRTimeline
OFI INVEST ASSET MANAGEMENT2,207$357K<0.01%-1,52213F-HRTimeline
BSW Wealth Partners1,915$357K0.04%-17913F-HRTimeline
CX Institutional1,905$355K0.01%-7713F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC1,898$354K0.05%-14513F-HRTimeline
North Star Investment Management Corp.1,897$354K0.02%+31013F-HRTimeline
Castle Rock Wealth Management, LLC1,875$354K0.08%-6013F-HRTimeline
GROUPAMA ASSET MANAGMENT1,894$353K0.01%+4713F-HRTimeline
Gateway Wealth Partners, LLC1,893$353K0.01%new13F-HRTimeline
EP Wealth Advisors, LLC1,884$351K<0.01%-63613F-HRTimeline
First Bancorp, Inc /ME/1,878$350K0.17%013F-HRTimeline
Quotient Wealth Partners, LLC1,878$350K0.01%+8113F-HRTimeline
180 WEALTH ADVISORS, LLC1,874$350K0.04%-213F-HRTimeline
LRI Investments, LLC1,873$349K0.03%+5613F-HRTimeline
Regent Peak Wealth Advisors LLC1,857$346K0.07%+2213F-HRTimeline
INTRUST BANK NA1,852$345K0.03%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,845$344K<0.01%+24313F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,842$343K<0.01%+5713F-HRTimelineGroup
Piedmont Capital Management, LLC1,799$341K0.17%+313F-HRTimeline
Gen-Wealth Partners Inc1,827$341K0.11%-713F-HRTimeline
Montecito Bank & Trust1,819$339K0.06%new13F-HRTimeline
Evernest Financial Advisors, LLC1,685$339K0.07%new13F-HRTimeline
S-Bank Fund Management Ltd1,817$339K0.05%-6813F-HRTimeline
Huntleigh Advisors, Inc.1,815$339K0.06%+8813F-HRTimeline
Fort Sheridan Advisors LLC1,789$334K0.04%013F-HRTimeline
Resonant Capital Advisors, LLC1,783$333K0.02%+15213F-HRTimeline
PDS Planning, Inc1,782$332K0.02%+2713F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,776$331K0.06%013F-HRTimeline
Washington Trust Bank1,761$328K0.02%-1513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pure Financial Advisors, LLC1,756$328K<0.01%+20313F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,750$326K0.11%-8013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CABOT WEALTH MANAGEMENT INC1,745$325K0.04%013F-HRTimeline
American State Bank (Iowa)1,737$324K0.16%-4213F-HRTimeline
Icon Wealth Advisors, LLC1,614$323K0.02%+1613F-HRTimeline
Winthrop Capital Management, LLC1,727$322K0.08%+213F-HRTimeline
OPINICUS CAPITAL, INC.1,726$322K0.23%-43813F-HRTimeline
Embree Financial Group1,720$321K0.04%-69413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,716$320K0.11%-13613F-HRTimeline
Breakwater Capital Group1,705$318K0.04%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,704$318K0.04%+11613F-HRTimeline
Lombard Odier Asset Management (USA) Co…1,702$317K0.17%new13F-HRTimeline
Sompo Asset Management Co., Ltd.1,700$317K0.06%-31013F-HRTimeline
Oak Grove Capital LLC1,700$317K0.05%-1,00013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC1,693$316K0.03%-44113F-HRTimeline
J. Team Financial, Inc.1,691$315K0.35%-32813F-HRTimeline
BNP PARIBASin group BNP PARIBAS1,688$315K0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC1,669$311K0.01%-28913F-HRTimeline
Platform Technology Partners1,668$311K0.06%+1113F-HRTimeline
Cetera Trust Company, N.A1,665$311K0.18%-20013F-HRTimeline
Outlook Wealth Advisors, LLC1,656$309K0.07%+913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,634$305K<0.01%-25613F-HRTimelineGroup
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC1,632$304K0.04%+913F-HRTimeline
Prosperity Consulting Group, LLC1,613$301K0.01%+7413F-HRTimeline
LJI Wealth Management, LLC1,599$298K0.05%013F-HRTimeline
Krilogy Financial LLC1,481$298K0.01%+8413F-HRTimeline
Machina Capital S.A.S.1,596$298K0.06%-2,90613F-HRTimeline
Clientfirst Wealth Management, LLC1,593$297K0.25%013F-HRTimeline
Brady Martz Wealth Solutions, LLC1,587$296K0.05%new13F-HRTimeline
Heartland Bank & Trust Co1,566$292K0.07%+4013F-HRTimeline
Cornerstone Wealth Management, LLC1,559$291K0.01%+413F-HRTimeline
Miller Global Investments, LLC1,542$288K0.26%+6313F-HRTimeline
PRIVATE TRUST CO NA1,538$287K0.03%+1813F-HRTimeline
LANARK FINANCIAL, INC.1,533$286K0.02%-19113F-HRTimeline
Synergy Financial Group, LTD1,529$285K0.21%new13F-HRTimeline
Csenge Advisory Group1,525$285K0.01%+4213F-HRTimeline
Jacobi Capital Management LLC1,525$284K0.02%+113F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC1,504$281K0.06%-7913F-HRTimeline
New Republic Capital, LLC1,502$280K0.09%-22113F-HRTimeline
Lavaca Capital LLC1,500$280K0.05%013F-HRTimeline
Cladis Investment Advisory, LLC1,500$280K0.15%013F-HRTimeline
Meridian Wealth Management, LLC1,497$280K0.01%-18913F-HRTimeline
Alta Wealth Advisors LLC1,497$279K0.09%+3213F-HRTimeline
CONNING INC.in group CONNING INC.1,494$279K0.01%-23913F-HRTimelineGroup
Howard Capital Management Group, LLC1,490$278K0.02%013F-HRTimeline
SIMON QUICK ADVISORS, LLC1,487$277K0.01%new13F-HRTimeline
PROMETHIUM ADVISORS,LLC1,484$277K0.14%-76013F-HRTimeline
OSTRUM ASSET MANAGEMENT1,483$277K0.02%+98613F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,468$274K0.06%013F-HRTimeline
Murphy Pohlad Asset Management LLC1,466$273K0.1%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,462$273K0.01%-12013F-HRTimeline
Alliance Wealth Advisors, LLC /UT1,462$273K0.06%-21213F-HRTimeline
WASHINGTON TRUST Co1,454$271K0.01%013F-HRTimeline
MRP Capital Investments, LLC1,450$270K0.24%013F-HRTimeline
State of Wyoming1,446$270K0.03%+1,01513F-HRTimeline
Providence First Trust Co1,444$269K0.09%+34713F-HRTimeline
HARBOUR INVESTMENTS, INC.1,441$269K<0.01%+89113F-HRTimeline
111 Capital1,429$267K0.07%new13F-HRTimeline
EJMK Ventures LLC1,418$264K0.15%-40713F-HRTimeline
Barry Investment Advisors, LLC1,417$264K0.06%013F-HRTimeline
Purus Wealth Management, LLC1,415$264K0.08%new13F-HRTimeline
Parkside Financial Bank & Trust1,396$260K0.02%+913F-HRTimeline
Sagewood Asset Management LP1,392$260K0.08%new13F-HRTimeline
VICUS CAPITAL1,390$259K0.02%+513F-HRTimeline
Smithfield Trust Co1,382$258K0.01%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,382$258K<0.01%-26213F-HRTimeline
Lafayette Investments, Inc.1,375$256K0.05%-35013F-HRTimeline
CIDEL ASSET MANAGEMENT INC1,370$256K0.01%+20113F-HRTimeline
XXI WEALTH, LLC1,368$255K0.14%-1513F-HRTimeline
Blue Trust, Inc.1,367$255K<0.01%+4813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,367$255K0.01%013F-HR/ATimeline
4WEALTH ADVISORS, INC.1,398$255K0.22%-63513F-HRTimeline
LMG Wealth Partners, LLC1,366$255K0.05%013F-HRTimeline
Canopy Partners, LLC1,364$254K0.09%+12813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,361$254K<0.01%+35013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PATTON FUND MANAGEMENT, INC.1,355$253K0.04%+12613F-HRTimeline
GREAT LAKES ADVISORS, LLC1,353$252K<0.01%+1113F-HRTimeline
Silver Lake Group, L.L.C.in group Silver Lake Group, L.L.C.1,350$252K0.01%013F-HRTimelineGroup
Proficio Capital Partners LLC1,347$251K0.01%+613F-HRTimeline
Versant Capital Management, Inc1,346$251K0.02%+27613F-HRTimeline
Bison Wealth, LLC1,250$251K0.02%-10313F-HRTimeline
Moors & Cabot, Inc.1,339$250K0.01%-913F-HRTimeline
Catalyst Funds Management Pty Ltd1,338$250K0.04%new13F-HRTimeline
NorthCrest Asset Manangement, LLC1,321$249K0.01%-47113F-HRTimeline
NorthRock Partners, LLC1,317$246K<0.01%-35513F-HRTimeline
Koshinski Asset Management, Inc.1,313$245K0.02%+413F-HRTimeline
MASTERINVEST Kapitalanlage GmbH1,310$244K0.03%013F-HRTimeline
Leo Wealth, LLC1,309$244K0.02%-2213F-HRTimeline
BW Gestao de Investimentos Ltda.1,304$243K0.01%new13F-HRTimeline
SmartHarvest Portfolios, LLC1,303$243K0.1%-51213F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.1,303$243K0.05%-10313F-HRTimelineGroup
Baker Avenue Asset Management, LP1,297$242K0.01%-3013F-HRTimeline
Ausdal Financial Partners, Inc.1,296$242K0.01%+713F-HRTimeline
SITTNER & NELSON, LLC1,294$241K0.09%013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd1,285$240K0.09%013F-HRTimelineGroup
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…1,285$240K<0.01%-5013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.1,278$238K0.01%-25113F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,278$238K<0.01%-1,51413F-HRTimelineGroup
Activest Wealth Management1,260$235K0.04%+31313F-HRTimeline
SlateStone Wealth, LLC1,259$235K0.02%-19413F-HRTimeline
EPG Wealth Management LLC1,254$234K0.06%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC1,241$231K0.03%new13F-HRTimeline
Cornerstone Advisory, LLC1,239$231K0.02%+1313F-HRTimeline
Ridgewood Investments LLC1,238$231K0.09%13F-HRTimeline
Kathmere Capital Management, LLC1,237$231K0.01%+3013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC1,236$231K0.04%+1713F-HRTimeline
Basecamp Wealth Advisors LLC1,236$230K0.05%+313F-HRTimeline
Abel Hall, LLC1,231$230K0.05%new13F-HRTimeline
E Fund Management Co., Ltd.1,227$229K0.01%13F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE1,225$228K0.06%new13F-HRTimeline
Wealthspire Advisors, LLC1,224$228K<0.01%-98713F-HRTimeline
Visionary Wealth Advisors1,208$225K0.01%+613F-HRTimeline
MCF Advisors LLC1,206$225K0.01%+1,12813F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…1,205$225K0.01%013F-HRTimelineGroup
CENTRAL TRUST Co1,203$224K<0.01%-213F-HRTimeline
Eurizon SLJ Capital Ltd1,202$224K0.11%+31113F-HRTimeline
DV Trading LLC1,200$224K0.02%new13F-HRTimeline
Chancellor Financial Group WB LP1,198$223K0.16%-1213F-HRTimeline
Bullock Wealth Management Group1,187$223K0.11%+1113F-HRTimeline
Hilton Head Capital Partners, LLC1,196$223K0.13%+813F-HRTimeline
GW HENSSLER & ASSOCIATES LTD1,193$223K0.01%+313F-HRTimeline
Hilltop National Bank1,193$223K0.05%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,183$221K<0.01%-3613F-HRTimeline
Black Diamond Financial, LLC1,175$219K0.02%+413F-HRTimeline
Osmosis Investment Management UK Ltd1,174$219K0.01%-33,04413F-HRTimeline
Haverford Trust Co1,171$218K<0.01%013F-HRTimeline
Fortis Capital Advisors, LLC1,166$218K0.03%+5413F-HRTimeline
Biltmore Wealth Management, LLC1,166$218K0.08%+1313F-HRTimeline
COFG Advisors, LLC1,165$217K0.05%+1313F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC1,161$217K0.03%+1313F-HRTimeline
Quad-Cities Investment Group, LLC1,158$216K0.09%+1413F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …1,151$215K0.01%-29513F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO1,150$215K0.01%-4813F-HRTimeline
Longboard Asset Management, LP1,149$214K3.7%013F-HRTimeline
Howard Capital Management, LLC1,142$213K<0.01%-1,04413F-HRTimeline
Skyline Advisors, Inc.1,139$212K0.07%+1313F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.1,137$212K0.03%-26013F-HRTimeline
NCM Capital Management, LLC1,133$211K0.08%+313F-HRTimeline
Keebeck Wealth Management1,132$211K0.02%-41313F-HRTimeline
SteelPeak Wealth, LLC1,130$211K0.01%-7,54313F-HRTimeline
Carnegie Investment Counsel1,128$210K<0.01%new13F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC1,125$210K0.04%013F-HRTimeline
Godshalk Welsh Capital Management, Inc.1,125$210K0.12%013F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…1,123$209K0.02%013F-HRTimelineGroup
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…1,122$209K0.1%013F-HRTimelineGroup
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …1,119$209K0.06%013F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC1,012$209K0.1%new13F-HRTimeline
Interchange Capital Partners, LLC1,223$208K0.07%-52113F-HRTimeline
BAM Wealth Management, LLC1,112$207K0.16%-1413F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC1,109$207K0.03%new13F-HRTimeline
Argyle Capital Partners, LLC1,107$206K0.15%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC1,099$205K0.03%new13F-HRTimelineGroup
Orographic Financial Advisors, LLC1,095$204K0.14%13F-HRTimeline
JB Capital LLC1,089$203K0.01%+113F-HRTimeline
CENTAURUS FINANCIAL, INC.1,089$203K0.01%+5613F-HRTimeline
Keel Point, LLC1,084$202K0.01%-76513F-HRTimeline
Defiance ETFs, LLC1,081$202K<0.01%new13F-HRTimeline
Triumph Capital Management1,077$201K0.04%+1013F-HRTimeline
Argent Trust Co1,073$200K0.01%new13F-HRTimeline
Cromwell Holdings LLC1,067$199K0.11%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,063$198K0.01%new13F-HRTimelineGroup
TFC Financial Management, Inc.1,056$197K0.02%013F-HRTimeline