Skip to content
Disclosery

SPG SIMON PPTY GROUP INC NEW

Follow

REIT (common), issuer CIK 1063761

1,175 managers (1,203 13F filers) reported a position in SPG shares at 2025-03-31, 294,626,495 shares in all. 97 filers opened a position and 92 filers sold out during the quarter.

Managers
1,175
13F filers
1,203
New
97
Added
477
Reduced
403
Sold out
92
Shares held by filers
294,626,495

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Nordwand Advisors, LLC346$57.5K0.02%013F-HRTimeline
Compass Wealth Management LLC345$57.3K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC345$57K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN340$56.5K0.01%013F-HRTimeline
Leonteq Securities AG334$55.5K<0.01%+30413F-HRTimeline
Anchor Investment Management, LLC334$55.5K0.01%013F-HRTimeline
Centerpoint Advisors, LLC327$54K0.02%013F-HRTimeline
IAG Wealth Partners, LLC315$52.3K0.01%013F-HRTimeline
Financial Freedom, LLC312$51.9K0.03%+413F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …310$51.5K<0.01%013F-HRTimelineGroup
SIERRA OCEAN, LLC304$50.6K0.04%-613F-HRTimeline
Towne Trust Company, N.A300$49.8K0.02%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC282$46.8K<0.01%+3913F-HRTimeline
WPG Advisers, LLC282$46.8K0.04%+7413F-HRTimeline
Kozak & Associates, Inc.310$46.4K0.01%+413F-HRTimeline
BOK Financial Private Wealth, Inc.268$44.5K<0.01%+3213F-HRTimeline
Stonebridge Financial Group, LLC267$44.3K<0.01%+313F-HRTimeline
Indiana Trust & Investment Management Co265$44K0.02%013F-HRTimeline
Rise Advisors, LLC264$43.9K0.02%-2613F-HRTimeline
Golden State Wealth Management, LLC263$43.7K0.01%013F-HR/ATimeline
Key Financial Inc255$42.4K0.01%013F-HRTimeline
EASTERN BANK250$41.5K<0.01%013F-HRTimeline
Trivant Custom Portfolio Group, LLC250$41.5K0.02%013F-HRTimeline
PSI Advisors, LLC244$40.5K0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.242$40.2K<0.01%013F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…236$39.2K0.02%new13F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC233$38.7K0.01%013F-HRTimelineGroup
AlphaQuest LLC232$38.5K<0.01%-6,33313F-HRTimeline
DT Investment Partners, LLC228$37.9K<0.01%013F-HRTimeline
Beacon Capital Management, LLC223$37K0.01%+213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding220$36.3K-39Timeline
AdvisorNet Financial, Inc218$36.2K<0.01%+9513F-HRTimeline
Covestor Ltd211$35K0.02%+4513F-HRTimeline
WEBSTER BANK, N. A.200$33.2K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC203$33K0.01%+113F-HRTimeline
Continuum Advisory, LLC193$32.1K<0.01%+15613F-HRTimeline
Bruce G. Allen Investments, LLC181$30.1K0.02%-3213F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS178$29.6K<0.01%013F-HRTimeline
New England Capital Financial Advisors …175$29.1K0.01%+213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.171$28.4K0.02%+11113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO161$26.7K<0.01%-413F-HRTimelineGroup
Hopwood Financial Services, Inc.160$26.6K0.02%013F-HRTimeline
Clearstead Trust, LLC158$26.2K0.01%013F-HRTimeline
Park Square Financial Group, LLC156$25.9K0.02%+8113F-HRTimeline
ATWOOD & PALMER INC155$25.7K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH153$25.4K0.01%013F-HRTimeline
GW&K Investment Management, LLC153$25K<0.01%-213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp138$22.9K<0.01%+11113F-HRTimelineGroup
WEST PACES ADVISORS INC.138$22.9K0.01%013F-HRTimeline
Hughes Financial Services, LLC133$22.1K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC132$21.9K<0.01%-53213F-HRTimeline
Riverview Trust Co129$21.4K0.02%-613F-HRTimeline
Saudi Central Bank128$21.3K0.11%new13F-HRTimeline
Global Financial Private Client, LLC127$21.1K0.01%013F-HRTimeline
Abound Wealth Management125$20.8K0.01%-113F-HRTimeline
True Wealth Design, LLC125$20.7K0.01%+4013F-HRTimeline
Cape Investment Advisory, Inc.123$20.5K0.01%+10913F-HRTimeline
Caitong International Asset Management …119$19.8K0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.112$18.6K<0.01%-213F-HRTimeline
Fairscale Capital, LLC110$18.3K0.02%013F-HRTimeline
DUNCKER STREETT & CO INC109$18.1K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.109$18.1K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC108$17.9K<0.01%+113F-HRTimeline
Asset Dedication, LLC105$17.4K<0.01%-113F-HRTimeline
Grayhawk Investment Strategies Inc.105$17.4K0.04%013F-HRTimeline
Trust Co103$17.1K<0.01%-14313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC101$16.8K0.01%+113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …101$16.8K<0.01%13F-HRTimelineGroup
FIRST UNITED BANK & TRUST100$16.6K0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.100$16.6K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC100$16.6K<0.01%013F-HRTimeline
Pacific Center for Financial Services99$16.4K<0.01%013F-HRTimeline
NewSquare Capital LLC89$14.8K<0.01%+6613F-HRTimeline
Costello Asset Management, INC87$14.4K0.01%+2413F-HRTimeline
Financial Management Professionals, Inc.86$14.3K<0.01%-213F-HRTimeline
Hemington Wealth Management85$14K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC80$13.3K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp77$12.8K0.01%013F-HRTimeline
Center for Financial Planning, Inc.76$12.6K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC75$12.5K<0.01%013F-HRTimeline
Putney Financial Group LLC75$12.5K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT73$12.2K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC468$12.1K0.01%+39513F-HRTimeline
WOLFF WIESE MAGANA LLC71$11.8K0.01%013F-HRTimeline
Bell Investment Advisors, Inc71$11.8K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC70$11.6K<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC69$11.5K<0.01%+113F-HRTimeline
Christopher J. Hasenberg, Inc69$11.5K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC69$11.5K0.02%+4813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.69$11.5K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…65$10.8K<0.01%-1713F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…53$8.8K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.52$8.64K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.52$8.58K0.01%013F-HRTimeline
Financial Perspectives, Inc52$8.57K<0.01%013F-HRTimeline
GODSEY & GIBB, INC50$8.3K<0.01%013F-HRTimeline
Dunhill Financial, LLC49$8.22K<0.01%-1813F-HRTimeline
Dynamic Wealth Strategies, LLC49$8.14K0.01%new13F-HRTimeline
Avion Wealth47$8K<0.01%013F-HRTimeline
High Note Wealth, LLC48$7.94K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC47$7.81K<0.01%+3713F-HRTimeline
Gold Investment Management Ltd.45$7.47K<0.01%013F-HRTimeline
Transce3nd, LLC44$7.31K<0.01%-413F-HRTimeline
Synergy Investment Management, LLC44$7.31K<0.01%new13F-HRTimeline
ADIRONDACK TRUST CO40$6.64K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.38$6.31K<0.01%013F-HRTimeline
Aspect Partners, LLC38$6.31K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.35$5.81K<0.01%013F-HRTimeline
Creative Capital Management Investments…33$5.48K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC32$5.31K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC34$5.21K<0.01%+1613F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC31$5.15K<0.01%013F-HRTimeline
Compass Financial Services Inc31$5.15K<0.01%new13F-HRTimeline
Orion Capital Management LLC31$5.11K<0.01%+113F-HRTimeline
Smallwood Wealth Investment Management,…30$4.98K<0.01%new13F-HRTimeline
Sachetta, LLC29$4.82K<0.01%-113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.28$4.65K<0.01%-2613F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL26$4.36K<0.01%+213F-HRTimeline
REDMONT WEALTH ADVISORS LLC26$4.32K0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST25$4.15K<0.01%013F-HRTimeline
Independence Bank of Kentucky25$4.15K<0.01%013F-HRTimeline
Binnacle Investments Inc25$4.15K<0.01%13F-HRTimeline
Briaud Financial Planning Inc26$4K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.23$3.82K<0.01%-1613F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC23$3.82K<0.01%013F-HRTimeline
Davis Capital Management23$3.82K<0.01%013F-HRTimeline
Red Tortoise LLC23$3.82K<0.01%013F-HRTimeline
HM PAYSON & CO22$3.65K<0.01%013F-HRTimeline
Archer Investment Corp21$3.49K<0.01%-813F-HRTimeline
CBIZ Investment Advisory Services, LLC20$3.32K<0.01%new13F-HR/ATimeline
Dogwood Wealth Management LLC20$3.32K<0.01%new13F-HRTimeline
Greenline Partners, LLC19$3.16K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC18$2.99K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC17$2.93K<0.01%013F-HRTimeline
PFG Private Wealth Management, LLC17$2.82K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC18$2.76K<0.01%+813F-HRTimeline
Medallion Wealth Advisors, LLC16$2.69K<0.01%-2113F-HRTimeline
Clark Wealth Partners16$2.66K<0.01%-113F-HRTimeline
Quest 10 Wealth Builders, Inc.15$2.49K<0.01%013F-HRTimeline
Caldwell Trust Co15$2.49K<0.01%new13F-HRTimeline
Core Alternative Capital14$2.33K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.14$2.33K<0.01%-1,99413F-HRTimeline
Private Wealth Asset Management, LLC11$1.83K<0.01%13F-HRTimeline
Flaharty Asset Management, LLC10$1.66K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC10$1.66K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC9$1.5K<0.01%013F-HRTimeline
New Millennium Group LLC8$1.33K<0.01%-813F-HRTimeline
WINNACLE WEALTH LLC8$1.25K<0.01%+313F-HRTimeline
First Command Advisory Services, Inc.7$1.16K<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC7$1.16K<0.01%-113F-HRTimeline
MJT & Associates Financial Advisory Gro…7$1.16K<0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2$1K<0.01%013F-HRTimelineGroup
Blume Capital Management, Inc.6$997<0.01%new13F-HRTimeline
American Capital Advisory, LLC6$997<0.01%new13F-HRTimeline
NVWM, LLC6$996<0.01%-113F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.6$996<0.01%new13F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …5$830<0.01%new13F-HR/ATimelineGroup
YANKCOM Partnership5$830<0.01%013F-HRTimeline
Copia Wealth Management5$830<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.5$824<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4$665<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC4$664<0.01%013F-HRTimeline
Raleigh Capital Management Inc.3$511<0.01%-10513F-HRTimeline
West Branch Capital LLC3$499<0.01%013F-HRTimeline
Rialto Wealth Management, LLC3$499<0.01%new13F-HRTimeline
Olistico Wealth, LLC3$498<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC2$332<0.01%-4313F-HRTimeline
SOA Wealth Advisors, LLC.2$332<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC1$166<0.01%-4,80013F-HRTimeline
ROSS\JOHNSON & Associates LLC1$166<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC0$70<0.01%013F-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.
OGOREK ANTHONY JOSEPH /NY/ /ADV5$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-45313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Fairway Wealth LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.