Skip to content
Disclosery

SPG SIMON PPTY GROUP INC NEW

Follow

REIT (common), issuer CIK 1063761

1,170 managers (1,197 13F filers) reported a position in SPG shares at 2024-12-31, 293,229,300 shares in all. 96 filers opened a position and 88 filers sold out during the quarter.

Managers
1,170
13F filers
1,197
New
96
Added
424
Reduced
416
Sold out
88
Shares held by filers
293,229,300

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …310$53.4K<0.01%013F-HRTimelineGroup
Financial Freedom, LLC308$53.1K0.03%+313F-HRTimeline
Towne Trust Company, N.A300$51.7K0.02%013F-HRTimeline
Rise Advisors, LLC290$49.9K0.02%+613F-HRTimeline
Avior Wealth Management, LLC283$48.7K<0.01%+613F-HRTimeline
Indiana Trust & Investment Management Co265$45.6K0.02%013F-HRTimeline
Stonebridge Financial Group, LLC264$45.5K0.01%13F-HRTimeline
Golden State Wealth Management, LLC263$45.3K0.01%13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding259$45K+57Timeline
Zions Bancorporation, N.A.259$44.6K<0.01%013F-HRTimeline
Key Financial Inc255$43.9K0.01%013F-HRTimeline
EASTERN BANK250$43.1K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC250$43.1K0.01%-25013F-HRTimeline
Trivant Custom Portfolio Group, LLC250$43.1K0.03%013F-HRTimeline
Trust Co246$42.4K<0.01%-1,54913F-HRTimeline
PSI Advisors, LLC244$42K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC243$41.8K<0.01%-613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MV CAPITAL MANAGEMENT, INC.242$41.7K<0.01%-113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC242$40.9K<0.01%new13F-HRTimelineGroup
Wingate Wealth Advisors, Inc.237$40.8K0.04%13F-HRTimeline
BOK Financial Private Wealth, Inc.236$40.6K<0.01%+113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC233$40.1K0.01%013F-HRTimelineGroup
Bogart Wealth, LLC229$39.4K<0.01%013F-HRTimeline
DT Investment Partners, LLC228$39.3K<0.01%013F-HRTimeline
Beacon Capital Management, LLC221$38K<0.01%+213F-HRTimeline
Bruce G. Allen Investments, LLC213$36.7K0.03%-313F-HRTimeline
WPG Advisers, LLC208$35.8K0.03%13F-HRTimeline
WEBSTER BANK, N. A.200$34.4K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC199$34.3K<0.01%new13F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC202$34K0.01%013F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS178$30.7K<0.01%13F-HRTimeline
New England Capital Financial Advisors …173$29.8K0.01%new13F-HRTimeline
Covestor Ltd166$29K0.02%+1413F-HRTimeline
WR Wealth Planners, LLC167$28.8K0.01%+12813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO165$28.4K<0.01%+2513F-HRTimelineGroup
Hopwood Financial Services, Inc.160$27.6K0.02%13F-HRTimeline
Clearstead Trust, LLC158$27.2K0.01%013F-HRTimeline
GW&K Investment Management, LLC155$27K<0.01%+313F-HRTimeline
ATWOOD & PALMER INC155$26.7K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH153$26.3K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.138$23.8K0.01%013F-HRTimeline
Riverview Trust Co135$23.2K0.02%013F-HRTimeline
Van Hulzen Asset Management, LLC130$22.4K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC127$21.9K0.01%-113F-HRTimeline
Abound Wealth Management126$21.7K0.01%+113F-HRTimeline
AdvisorNet Financial, Inc123$21.2K<0.01%-5313F-HRTimeline
Grove Bank & Trust115$19.8K<0.01%+4513F-HRTimeline
Washington Trust Advisors, Inc.114$19.6K<0.01%+1613F-HRTimeline
Fairscale Capital, LLC110$18.9K0.02%013F-HRTimeline
DUNCKER STREETT & CO INC109$18.8K<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.109$18.6K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.108$18.6K0.01%-1413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC107$18.4K<0.01%-3813F-HRTimeline
Asset Dedication, LLC106$18.3K<0.01%+3313F-HRTimeline
Pathway Financial Advisers, LLC106$18.1K0.01%+213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC105$18.1K<0.01%013F-HRTimelineGroup
Grayhawk Investment Strategies Inc.105$18.1K0.03%013F-HRTimeline
Bangor Savings Bank103$17.7K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …101$17.4K<0.01%+10113F-HRTimelineGroup
FIRST UNITED BANK & TRUST100$17.2K0.01%-1313F-HRTimeline
DiNuzzo Private Wealth, Inc.100$17.2K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC100$17.2K0.01%13F-HRTimeline
Provenance Wealth Advisors, LLC100$17.2K<0.01%013F-HRTimeline
Pacific Center for Financial Services99$17K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.88$15.2K<0.01%+913F-HRTimeline
Providence First Trust Co87$15K0.01%new13F-HRTimeline
True Wealth Design, LLC85$14.6K0.01%+613F-HRTimeline
Quarry LP84$14.5K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…82$14.2K<0.01%+1713F-HR/ATimeline
Hemington Wealth Management85$14K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC80$13.8K<0.01%+5113F-HRTimeline
Murphy & Mullick Capital Management Corp77$13.3K0.01%13F-HRTimeline
Center for Financial Planning, Inc.76$13.1K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC75$12.9K<0.01%013F-HRTimeline
Putney Financial Group LLC75$12.9K0.01%13F-HRTimeline
Park Square Financial Group, LLC75$12.9K0.01%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.73$12.6K0.01%new13F-HRTimeline
Whipplewood Advisors, LLC73$12.6K0.01%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT73$12.5K<0.01%+113F-HRTimeline
WOLFF WIESE MAGANA LLC71$12.2K0.01%013F-HRTimeline
Bell Investment Advisors, Inc71$12.2K<0.01%-313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.69$11.9K<0.01%-15613F-HRTimeline
Christopher J. Hasenberg, Inc69$11.9K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC68$11.8K<0.01%013F-HRTimeline
LMR Partners LLPin group LMR Partners LLP68$11.7K<0.01%-2,47613F-HRTimelineGroup
Dunhill Financial, LLC67$11.6K0.01%+1713F-HRTimeline
Aventura Private Wealth, LLC65$11.2K0.01%13F-HRTimeline
Costello Asset Management, INC63$10.8K0.01%+313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.60$10.3K0.01%-6013F-HRTimeline
Householder Group Estate & Retirement S…61$10K0.01%-24813F-HRTimeline
Sandy Spring Bank58$9.99K<0.01%new13F-HRTimeline
Financial Life Planners58$9.96K0.01%13F-HRTimeline
Coppell Advisory Solutions LLC58$9.91K<0.01%+2613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.54$9.3K<0.01%-813F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…53$9.13K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.52$8.96K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.52$8.9K0.01%13F-HRTimeline
Financial Perspectives, Inc52$8.89K<0.01%new13F-HRTimeline
GODSEY & GIBB, INC50$8.61K<0.01%013F-HRTimeline
Transce3nd, LLC48$8.3K<0.01%13F-HRTimeline
High Note Wealth, LLC48$8.23K<0.01%new13F-HRTimeline
Avion Wealth47$8K<0.01%+313F-HRTimeline
Gold Investment Management Ltd.45$7.75K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC45$7.66K<0.01%+4313F-HRTimeline
ADIRONDACK TRUST CO40$6.89K<0.01%-2613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.39$6.78K<0.01%-6113F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.38$6.54K<0.01%013F-HRTimeline
Aspect Partners, LLC38$6.54K<0.01%013F-HRTimeline
Continuum Advisory, LLC37$6.37K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC37$6.29K<0.01%13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.35$6.03K<0.01%13F-HRTimeline
Creative Capital Management Investments…33$5.68K<0.01%013F-HRTimeline
Winch Advisory Services, LLC32$5.51K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC31$5.34K<0.01%013F-HRTimeline
Orion Capital Management LLC30$5.23K<0.01%new13F-HRTimeline
Sachetta, LLC30$5.17K<0.01%-413F-HRTimeline
Leonteq Securities AG30$5.17K<0.01%-813F-HRTimeline
Archer Investment Corp29$4.95K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp27$4.65K<0.01%013F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST25$4.3K<0.01%-28513F-HRTimeline
Independence Bank of Kentucky25$4.3K<0.01%-1513F-HRTimeline
Briaud Financial Planning Inc26$4K<0.01%new13F-HRTimeline
NewSquare Capital LLC23$3.96K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC23$3.96K<0.01%-1113F-HRTimeline
Davis Capital Management23$3.96K<0.01%013F-HRTimeline
Red Tortoise LLC23$3.96K<0.01%013F-HRTimeline
HM PAYSON & CO22$3.79K<0.01%-513F-HRTimeline
MCF Advisors LLC22$3.79K<0.01%013F-HRTimeline
LEE DANNER & BASS INC21$3.62K<0.01%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC21$3.62K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC21$3.62K0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL24$3.47K<0.01%new13F-HRTimeline
OARSMAN CAPITAL, INC.20$3.44K<0.01%new13F-HRTimeline
CAPITAL & PLANNING, LLC20$3.44K<0.01%13F-HRTimeline
Cornerstone Planning Group LLC18$3.18K<0.01%+213F-HRTimeline
McIlrath & Eck, LLC18$3.1K<0.01%013F-HRTimeline
PFG Private Wealth Management, LLC17$2.93K<0.01%013F-HRTimeline
Clark Wealth Partners17$2.93K<0.01%13F-HRTimeline
Darwin Wealth Management, LLC17$2.93K<0.01%013F-HR/ATimeline
New Millennium Group LLC16$2.83K<0.01%+213F-HRTimeline
Quest 10 Wealth Builders, Inc.15$2.58K<0.01%13F-HRTimeline
Core Alternative Capital14$2.41K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC14$2.41K<0.01%-313F-HRTimeline
Cape Investment Advisory, Inc.14$2.41K<0.01%+813F-HRTimeline
JFS WEALTH ADVISORS, LLC10$1.72K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC10$1.72K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC10$1.72K<0.01%13F-HRTimeline
WealthTrak Capital Management LLC8$1.38K<0.01%13F-HRTimeline
NVWM, LLC7$1.21K<0.01%+113F-HRTimeline
Decker Retirement Planning Inc.7$1.21K<0.01%13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC7$1.21K<0.01%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA6$1.03K<0.01%new13F-HRTimeline
Sherman Asset Management, Inc.6$1.03K<0.01%13F-HRTimeline
Wood Tarver Financial Group, LLC9$1K<0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2$1K<0.01%013F-HRTimelineGroup
YANKCOM Partnership5$861<0.01%13F-HRTimeline
Copia Wealth Management5$861<0.01%13F-HRTimeline
WINNACLE WEALTH LLC5$851<0.01%13F-HRTimeline
Nemes Rush Group LLC4$689<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC4$689<0.01%13F-HRTimeline
West Branch Capital LLC3$517<0.01%013F-HRTimeline
Sugar Maple Asset Management, LLC3$517<0.01%new13F-HRTimeline
Creekmur Asset Management LLC3$517<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2$344<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.2$344<0.01%new13F-HR/ATimeline
LANARK FINANCIAL, INC.1$3190.03%-2,58313F-HRTimeline
REAP Financial Group, LLC1$86<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC0$71<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
FULLER & THALER ASSET MANAGEMENT, INC.0$2<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …0$00%-44013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.