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Disclosery

SPG SIMON PPTY GROUP INC NEW

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REIT (common), issuer CIK 1063761

1,321 managers (1,364 13F filers) reported a position in SPG shares at 2026-06-30, 302,987,284 shares in all. 151 filers opened a position and 94 filers sold out during the quarter.

Managers
1,321
13F filers
1,364
New
151
Added
519
Reduced
466
Sold out
94
Shares held by filers
302,987,284

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
TWIN PEAKS WEALTH ADVISORS, LLC1,037$232K0.05%-1313F-HRTimeline
Bannerstone Capital Management, LLC1,035$232K0.19%new13F-HRTimeline
Texas Bank & Trust Co1,034$231K0.08%new13F-HRTimeline
Simmons Bankin group Simmons Bank1,030$230K0.01%new13F-HRTimelineGroup
Sivia Capital Partners, LLC1,030$230K0.03%new13F-HRTimeline
Avior Wealth Management, LLC1,028$230K0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.1,028$230K0.08%013F-HRTimeline
UMB Bank, n.a.1,027$230K<0.01%+3813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RHODES INVESTMENT ADVISORS INC /ADV1,021$228K0.17%new13F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC1,012$226K0.1%013F-HRTimeline
WADDELL & ASSOCIATES, LLC1,011$226K0.01%new13F-HRTimeline
BARINGS LLCin group BARINGS LLC1,007$225K<0.01%new13F-HRTimelineGroup
Advyzon Investment Management, LLC1,006$225K0.02%new13F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…1,205$225K0.01%013F-HRTimelineGroup
SUMMITRY LLC1,004$225K0.01%new13F-HRTimeline
Traynor Capital Management, Inc.1,003$224K0.01%new13F-HRTimeline
Hodges Capital Management Inc.1,001$224K0.01%new13F-HRTimeline
Virtue Capital Management, LLC1,001$224K0.03%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,000$224K0.02%new13F-HRTimeline
Atlas Private Wealth Advisors1,000$224K0.05%new13F-HRTimeline
Michael Brady & Co., LLC1,000$224K0.2%new13F-HRTimeline
D'Orazio & Associates, Inc.999$223K0.03%new13F-HRTimeline
Herold Advisors, Inc.1,000$223K0.04%new13F-HRTimeline
Bridgewater Advisors Inc.1,296$223K0.01%new13F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC988$221K0.06%new13F-HRTimeline
Whitener Capital Management, Inc.975$218K0.05%new13F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co975$218K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC972$217K0.02%013F-HRTimeline
Carnegie Investment Counsel969$217K<0.01%-15913F-HRTimeline
TRB Wealth Management, LLC968$216K0.03%new13F-HRTimeline
Aerodigm Wealth, LLC966$216K0.07%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC966$216K<0.01%new13F-HRTimeline
Independent Wealth Network Inc.962$215K0.05%new13F-HRTimeline
Income Insurance Ltd960$215K0.13%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mission Creek Capital Partners, Inc.959$215K0.04%new13F-HRTimeline
Americana Partners, LLC957$214K<0.01%new13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC954$213K0.01%new13F-HRTimeline
S Harris Financial Group, LLC954$213K0.17%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC946$212K0.03%new13F-HRTimeline
Storen Legacy Partners, LLC942$211K0.06%new13F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC933$209K0.02%new13F-HRTimeline
Sanchez Wealth Management Group933$209K0.04%new13F-HRTimeline
First Business Financial Services, Inc.931$208K0.02%new13F-HRTimeline
Choate Investment Advisors928$208K<0.01%new13F-HRTimeline
3Chopt Investment Partners, LLC927$207K0.04%new13F-HRTimeline
Symphony Financial, Ltd. Co.925$207K0.02%new13F-HRTimeline
MOTCO924$207K0.02%+10713F-HRTimeline
Annis Gardner Whiting Capital Advisors,…923$206K0.03%+11513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…922$206K0.01%new13F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…921$206K<0.01%new13F-HRTimelineGroup
Alpha Family Trustin group Alpha Family Trust920$206K0.08%new13F-HRTimelineGroup
Foster Group, Inc.919$206K0.01%new13F-HRTimeline
WIN ADVISORS, INC918$205K0.07%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…915$205K0.01%new13F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…905$202K0.08%new13F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.902$202K0.02%+1313F-HRTimeline
Callahan Advisors, LLC900$201K0.02%new13F-HRTimeline
Aviance Capital Partners, LLC900$201K0.02%new13F-HRTimeline
CYBER HORNET ETFs LLC884$198K0.11%-1313F-HRTimeline
HOEY INVESTMENTS, INC875$196K0.03%+10013F-HRTimeline
Muzinich & Co., Inc.843$189K0.06%013F-HRTimeline
Stelac Advisory Services LLC833$186K0.03%013F-HRTimeline
Silvant Capital Management LLC821$184K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton816$182K0.03%013F-HRTimeline
VESTOR CAPITAL, LLC187$180K0.01%-81313F-HRTimeline
CVA Family Office, LLC773$173K0.02%-713F-HRTimeline
Fortitude Family Office, LLC717$160K0.03%+7013F-HRTimeline
Global X Japan Co., Ltd.709$159K0.01%-18313F-HRTimeline
MONTAG A & ASSOCIATES INC702$157K0.01%013F-HRTimeline
Quent Capital, LLC686$153K0.01%+10013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.667$149K0.06%+2113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC662$148K<0.01%-2,65313F-HRTimeline
CoreCap Advisors, LLC657$147K<0.01%-2613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners632$141K0.02%new13F-HRTimelineGroup
Caldwell Trust Co615$138K0.01%+60013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…597$134K0.05%+2913F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…594$133K<0.01%-69113F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.589$132K<0.01%-1413F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…577$129K0.01%+7513F-HRTimeline
PFS Partners, LLC571$128K0.05%+113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC568$127K<0.01%-13913F-HRTimelineGroup
FIRST HORIZON CORP563$126K<0.01%-16013F-HRTimeline
Central Pacific Bank - Trust Division551$123K0.01%+1313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…546$122K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.544$122K0.01%013F-HRTimelineGroup
Owl Creek Wealth Partners LLC537$120K0.04%+1013F-HRTimeline
Oslo Pensjonsforsikring AS536$120K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC521$117K0.01%013F-HRTimeline
Basepoint Wealth LLC502$112K0.06%+413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…500$112K<0.01%013F-HRTimelineGroup
Mowery & Schoenfeld Wealth Management, …469$105K0.14%013F-HRTimeline
GHP Investment Advisors, Inc.461$103K<0.01%+413F-HRTimeline
Vision Retirement, LLC453$101K0.02%+313F-HRTimeline
Capital Advisors, Ltd. LLC416$93K0.01%+513F-HRTimeline
JTC Employer Solutions Trustee Ltd412$92K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.411$92K0.05%new13F-HRTimeline
FIRST FINANCIAL CORP /IN/400$89.5K0.03%013F-HRTimeline
Indiana Trust & Investment Management Co390$87.2K0.02%013F-HRTimeline
Atlantic Edge Private Wealth Management…375$83.9K0.02%013F-HRTimeline
Grove Bank & Trust369$82.5K0.01%-2413F-HRTimeline
Geneos Wealth Management Inc.358$80.1K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc355$79.4K0.02%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding351$79.1K-18Timeline
Golden State Wealth Management, LLC347$77.6K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN345$77.2K0.01%+3513F-HRTimeline
EASTERN BANK341$76.3K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.337$75.4K0.04%+3513F-HRTimeline
Anchor Investment Management, LLC334$74.7K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV332$74.3K<0.01%-2913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp330$73.8K<0.01%-3313F-HRTimelineGroup
Keating Financial Advisory Services, In…330$73.8K0.01%+15413F-HRTimeline
Kozak & Associates, Inc.328$73.2K0.01%+313F-HRTimeline
Centerpoint Advisors, LLC327$73K0.02%013F-HRTimeline
United Community Bankin group United Community Bank326$72.9K0.02%013F-HRTimelineGroup
Fairscale Capital, LLC324$72.5K0.04%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.317$70.9K0.04%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.317$70.9K0.01%+19213F-HR/ATimeline
IAG Wealth Partners, LLC315$70.5K0.01%-11613F-HRTimeline
SFAM, LLC307$68.7K0.06%013F-HRTimeline
Towne Trust Company, N.A300$67.1K0.02%013F-HRTimeline
Key Financial Inc300$67.1K0.01%013F-HRTimeline
Activest Wealth Management277$62K0.01%-98313F-HRTimeline
Blume Capital Management, Inc.270$60.4K0.01%013F-HRTimeline
Continuum Advisory, LLC269$60.2K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.266$59.5K0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.260$58.1K0.01%+113F-HR/ATimeline
BOK Financial Private Wealth, Inc.245$54.8K<0.01%+1813F-HRTimeline
Trust Co241$53.9K<0.01%-2713F-HRTimeline
Bell Investment Advisors, Inc237$53K0.01%-113F-HRTimeline
SHP Wealth Management232$51.8K<0.01%+1013F-HRTimeline
VALLEY NATIONAL ADVISERS INC230$51.4K0.01%+313F-HRTimeline
DT Investment Partners, LLC228$51K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC227$50.8K0.02%+2413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP225$50.3K<0.01%-11913F-HRTimelineGroup
Aventura Private Wealth, LLC213$47.6K0.01%013F-HRTimeline
Synergy Investment Management, LLC210$47.4K0.01%+11813F-HRTimeline
Dynamic Wealth Strategies, LLC210$47K0.03%013F-HRTimeline
Salomon & Ludwin, LLC210$46.8K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/207$46.3K<0.01%+5213F-HRTimeline
Key Capital Management, INC202$45.2K0.02%-2613F-HRTimeline
Avalon Trust Co200$44.7K<0.01%new13F-HRTimeline
Burnham & Co LLC200$44.7K0.04%13F-HRTimeline
Bruce G. Allen Investments, LLC193$43.2K0.03%013F-HRTimeline
Dogwood Wealth Management LLC192$42.9K0.02%+2113F-HRTimeline
New England Capital Financial Advisors …186$41.5K0.01%+213F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC184$41.2K0.01%013F-HRTimeline
GW&K Investment Management, LLC182$41K<0.01%-413F-HRTimeline
WPG Advisers, LLC181$40.5K0.02%+5213F-HRTimeline
N.E.W. Advisory Services LLC174$38.9K<0.01%+13413F-HRTimeline
AdvisorNet Financial, Inc173$38.7K<0.01%-5713F-HRTimeline
Essential Partners LLC161$36K0.02%-9613F-HRTimeline
WEST PACES ADVISORS INC.157$35.1K0.01%new13F-HRTimeline
True Wealth Design, LLC156$34.9K0.01%+1313F-HRTimeline
ATWOOD & PALMER INC155$34.7K<0.01%-813F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC154$34.4K<0.01%013F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS156$34.4K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH150$33.5K0.01%013F-HRTimeline
MCDONALD PARTNERS LLC150$33.5K0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC147$32.8K0.01%+7013F-HRTimeline
Osbon Capital Management LLC145$32.4K0.03%+5413F-HRTimeline
Hughes Financial Services, LLC141$31.5K<0.01%+1513F-HRTimeline
Barnes Dennig Private Wealth Management…140$31.3K0.03%+3813F-HRTimeline
Anchor Bay Capital, Inc.137$30.2K0.02%13F-HRTimeline
Cape Investment Advisory, Inc.132$29.6K0.01%new13F-HRTimeline
Kemnay Advisory Services Inc.131$29.3K<0.01%+613F-HRTimeline
Cornerstone Planning Group LLC127$28.8K<0.01%-1213F-HRTimeline
Avion Wealth129$28K0.01%+2013F-HRTimeline
Napier Financial, LLC125$28K0.01%-113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC120$26.8K<0.01%-54313F-HRTimelineGroup
JPL Wealth Management, LLC117$26.2K0.01%+2513F-HRTimeline
Physician Wealth Advisors, Inc.114$25.5K<0.01%+2713F-HRTimeline
High Note Wealth, LLC114$25.5K<0.01%+1313F-HRTimeline
Prosperity Bancshares Inc111$24.8K0.02%new13F-HRTimeline
LifeSteps Financial, Inc.111$24.8K0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC109$24.4K<0.01%-813F-HRTimeline
Ares Financial Consulting, LLC107$23.9K0.02%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST104$23.3K<0.01%+7813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…103$23.2K<0.01%+5113F-HRTimelineGroup
Westside Investment Management, Inc.102$22.8K<0.01%013F-HRTimeline
McMillan Office, Inc.102$22.8K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP100$22.4K<0.01%+9713F-HRTimeline
WEBSTER BANK, N. A.100$22.4K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST100$22.4K0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.100$22.4K<0.01%013F-HRTimeline
BAYBAN100$22.4K0.02%013F-HRTimeline
Pacific Center for Financial Services99$22.1K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.98$21.9K<0.01%+213F-HRTimeline
Westend Capital Management, LLC87$19.5K<0.01%-113F-HRTimeline
Covestor Ltd83$19K0.01%-213F-HRTimeline
Abound Wealth Management84$18.7K<0.01%-4413F-HRTimeline
First Command Advisory Services, Inc.82$18.3K<0.01%-11113F-HRTimeline
Pinnacle Bancorp, Inc.80$17.9K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC80$17.9K<0.01%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC80$17.8K0.01%new13F-HRTimeline
Park Place Capital Corp79$17.7K<0.01%-3513F-HRTimeline
Westfuller Advisors, LLC78$17.4K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp77$17.2K0.01%-313F-HRTimeline
Center for Financial Planning, Inc.76$17K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC76$17K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC75$16.8K0.02%+113F-HRTimeline