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Disclosery

SPG SIMON PPTY GROUP INC NEW

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REIT (common), issuer CIK 1063761

1,186 managers (1,216 13F filers) reported a position in SPG shares at 2025-06-30, 291,159,154 shares in all. 107 filers opened a position and 96 filers sold out during the quarter.

Managers
1,186
13F filers
1,216
New
107
Added
507
Reduced
399
Sold out
96
Shares held by filers
291,159,154

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
HOEY INVESTMENTS, INC375$60.3K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…375$60.3K0.02%-15013F-HRTimeline
Leonteq Securities AG369$59.3K<0.01%+3513F-HRTimeline
Glass Jacobson Investment Advisors llc355$57.1K0.02%-2,28713F-HRTimeline
Capital Advisors, Ltd. LLC343$55K0.01%-213F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN340$54.7K<0.01%013F-HRTimeline
Anchor Investment Management, LLC334$53.7K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC327$53K0.02%013F-HRTimeline
State of Wyoming328$52.7K0.01%-38313F-HRTimeline
Kozak & Associates, Inc.314$51.1K0.01%+413F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.317$51K0.06%13F-HRTimeline
Financial Freedom, LLC317$50.9K0.03%+513F-HRTimeline
IAG Wealth Partners, LLC315$50.6K0.01%013F-HRTimeline
First Pacific Financial312$50.2K0.01%-5813F-HRTimeline
SIERRA OCEAN, LLC310$50K0.04%+613F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …310$49.8K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding303$48.7K+83Timeline
Towne Trust Company, N.A300$48.2K0.02%013F-HR/ATimeline
Capula Management Ltdin group Capula Management Ltd277$44.5K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Rossby Financial, LCC272$43.7K0.02%-28713F-HRTimeline
Rise Advisors, LLC270$43.5K0.02%+613F-HRTimeline
Clearstead Trust, LLC266$42.8K0.01%+10813F-HRTimeline
Trust Co263$42.3K<0.01%+16013F-HRTimeline
Golden State Wealth Management, LLC263$42.3K0.01%013F-HRTimeline
Aventura Private Wealth, LLC258$41.5K0.02%-2,08913F-HRTimeline
Key Financial Inc255$41K0.01%013F-HRTimeline
EASTERN BANK250$40.2K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.244$39.2K<0.01%+213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC233$37.5K0.01%013F-HRTimelineGroup
DT Investment Partners, LLC228$36.7K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.227$36.5K<0.01%-4113F-HRTimeline
Covestor Ltd225$36K0.02%+1413F-HRTimeline
Bell Investment Advisors, Inc217$34.9K0.01%+14613F-HRTimeline
SUMMIT SECURITIES GROUP LLC207$33.3K0.01%+20613F-HRTimeline
Essential Partners LLC202$32.5K0.01%13F-HRTimeline
WEBSTER BANK, N. A.200$32.2K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC205$32K0.01%+213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC193$31K<0.01%-8913F-HR/ATimeline
Bruce G. Allen Investments, LLC193$31K0.02%+1213F-HRTimeline
AdvisorNet Financial, Inc188$30.2K<0.01%-3013F-HRTimeline
VSM Wealth Advisory, LLC185$29.7K0.01%new13F-HRTimeline
Silicon Valley Capital Partners184$29.6K<0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC184$29.6K0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.174$28.6K0.02%+313F-HRTimeline
New England Capital Financial Advisors …178$28.5K0.01%+313F-HRTimeline
Beacon Capital Management, LLC176$28.3K<0.01%-4713F-HRTimeline
Caitong International Asset Management …171$27.5K0.02%+5213F-HRTimeline
GW&K Investment Management, LLC169$27K<0.01%+1613F-HRTimeline
Park Square Financial Group, LLC164$26.4K0.02%+813F-HRTimeline
Hopwood Financial Services, Inc.160$25.7K0.02%013F-HRTimeline
ATWOOD & PALMER INC155$24.9K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/153$24.6K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH153$24.6K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.139$22.4K<0.01%+11113F-HRTimelineGroup
Park Place Capital Corp129$21.2K<0.01%-50513F-HRTimeline
WPG Advisers, LLC129$20.7K0.02%-15313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC128$20.6K<0.01%new13F-HRTimelineGroup
NewSquare Capital LLC128$20.6K<0.01%+3913F-HRTimeline
Washington Trust Advisors, Inc.126$20.3K<0.01%+1413F-HRTimeline
Hughes Financial Services, LLC120$20.1K<0.01%-1313F-HRTimeline
Cape Investment Advisory, Inc.124$20K0.01%+113F-HRTimeline
Abound Wealth Management121$19.5K0.01%-413F-HRTimeline
WFA of San Diego, LLC118$19K0.01%13F-HRTimeline
Fairscale Capital, LLC110$18K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC109$17.5K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.109$17.5K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC107$17.2K<0.01%-113F-HRTimeline
Sagard Holdings Management Inc.105$16.9K0.05%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC103$16.5K0.01%+213F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …101$16.2K<0.01%13F-HRTimelineGroup
FIRST UNITED BANK & TRUST100$16.1K0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.100$16.1K<0.01%013F-HRTimeline
LOM Asset Management Ltd100$16K0.01%13F-HR/ATimeline
Pacific Center for Financial Services99$15.9K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.97$15.6K<0.01%+1113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC96$15.4K<0.01%+7313F-HRTimeline
Costello Asset Management, INC96$15.4K0.01%+913F-HRTimeline
Barnes Dennig Private Wealth Management…91$14.6K0.02%new13F-HRTimeline
Solstein Capital, LLC88$14.1K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp86$13.8K<0.01%new13F-HRTimelineGroup
Headlands Technologies LLC85$13.7K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp82$13.2K<0.01%-5613F-HRTimelineGroup
Hemington Wealth Management84$13K<0.01%-113F-HRTimeline
Pinnacle Bancorp, Inc.80$12.9K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC80$12.9K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp77$12.4K0.01%013F-HRTimeline
Center for Financial Planning, Inc.76$12.2K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC76$12.2K0.01%+513F-HRTimeline
Whipplewood Advisors, LLC76$12.2K0.01%-39213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…75$12.1K<0.01%+1013F-HRTimeline
Private Wealth Management Group, LLC75$12.1K<0.01%013F-HRTimeline
Putney Financial Group LLC75$12.1K0.01%013F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT74$11.9K<0.01%+113F-HRTimeline
Asset Dedication, LLC73$11.7K<0.01%-3213F-HRTimeline
West Branch Capital LLC69$11.1K<0.01%+6613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.69$11.1K<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc69$11.1K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC69$11.1K0.01%013F-HRTimeline
Howard Hughes Medical Institute66$10.6K<0.01%new13F-HRTimeline
Avion Wealth67$10K<0.01%+2013F-HR/ATimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …64$10K<0.01%-4,06413F-HRTimelineGroup
REDMONT WEALTH ADVISORS LLC56$9K0.01%+3013F-HRTimeline
Cornerstone Planning Group LLC52$8.8K<0.01%+1813F-HRTimeline
Parkworth Wealth Management, Inc.55$8.79K0.01%+313F-HRTimeline
Cranbrook Wealth Management, LLC54$8.68K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC53$8.66K<0.01%+3313F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…53$8.52K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.51$8.38K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.52$8.36K<0.01%013F-HRTimeline
Financial Perspectives, Inc52$8.3K<0.01%013F-HRTimeline
GODSEY & GIBB, INC50$8.04K<0.01%013F-HRTimeline
Bangor Savings Bank50$8.04K<0.01%new13F-HRTimeline
High Note Wealth, LLC49$7.85K<0.01%+113F-HRTimeline
Gold Investment Management Ltd.45$7.39K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC44$7.07K<0.01%-313F-HRTimeline
Transce3nd, LLC44$7.07K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC43$6.91K<0.01%+1213F-HRTimeline
ADIRONDACK TRUST CO40$6.43K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC40$6.43K<0.01%-3013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.38$6.11K<0.01%013F-HRTimeline
Aspect Partners, LLC38$6.11K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.38$6.11K<0.01%new13F-HRTimeline
Sachetta, LLC37$5.95K<0.01%+813F-HRTimeline
GPS Wealth Strategies Group, LLC37$5.95K<0.01%+513F-HRTimeline
Nova Wealth Management, Inc.36$5.75K<0.01%new13F-HRTimeline
Dynamic Wealth Strategies, LLC35$5.63K<0.01%-1413F-HRTimeline
Creative Capital Management Investments…33$5.3K<0.01%013F-HRTimeline
Orion Capital Management LLC31$5.01K<0.01%013F-HRTimeline
Compass Financial Services Inc31$4.98K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…30$4.82K<0.01%013F-HRTimeline
Dunhill Financial, LLC28$4.51K<0.01%-2113F-HRTimeline
Addison Advisors LLC28$4.5K<0.01%new13F-HRTimeline
True Wealth Design, LLC28$4.45K<0.01%-9713F-HRTimeline
S&T Bank/PA27$4.34K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL27$4.28K<0.01%+113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST25$4.02K<0.01%013F-HRTimeline
Independence Bank of Kentucky25$4.02K<0.01%013F-HRTimeline
Bayforest Capital Ltd25$4.02K<0.01%new13F-HRTimeline
Binnacle Investments Inc25$4.02K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV28$4K<0.01%+2313F-HRTimeline
Briaud Financial Planning Inc26$4K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC24$3.86K<0.01%+1713F-HRTimeline
Kilter Group LLC24$3.86K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC23$3.7K<0.01%+313F-HRTimeline
Red Tortoise LLC23$3.7K<0.01%013F-HRTimeline
HM PAYSON & CO22$3.54K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC22$3.54K<0.01%+413F-HRTimeline
COUNTRY TRUST BANK20$3.21K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.20$3.21K<0.01%13F-HRTimeline
McIlrath & Eck, LLC18$2.89K<0.01%013F-HRTimeline
MASECO LLP18$2.87K<0.01%13F-HRTimeline
Bare Financial Services, Inc17$2.73K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC17$2.73K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC16$2.69K<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC15$2.45K<0.01%new13F-HRTimeline
Concorde Financial Corp15$2.41K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.15$2.41K<0.01%013F-HRTimeline
Caldwell Trust Co15$2.41K<0.01%013F-HRTimeline
Clark Wealth Partners15$2.41K<0.01%-113F-HRTimeline
Core Alternative Capital14$2.25K<0.01%013F-HRTimeline
Evergreen Private Wealth LLC14$2.25K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC13$2.09K<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA12$1.93K<0.01%new13F-HRTimeline
NVWM, LLC10$1.61K<0.01%+413F-HRTimeline
Princeton Global Asset Management LLC10$1.61K<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC9$1.45K<0.01%new13F-HRTimeline
Stephens Consulting, LLC9$1.45K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC8$1.29K<0.01%+513F-HRTimeline
Physician Wealth Advisors, Inc.7$1.13K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…7$1.13K<0.01%013F-HR/ATimeline
First Command Advisory Services, Inc.7$1.12K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC9$1K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.6$964<0.01%013F-HRTimeline
IMA Advisory Services, Inc.5$804<0.01%new13F-HRTimeline
American Capital Advisory, LLC5$804<0.01%-113F-HRTimeline
YANKCOM Partnership5$804<0.01%013F-HRTimeline
Copia Wealth Management5$804<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC2$322<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC2$322<0.01%-913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2$239<0.01%013F-HRTimelineGroup
LGT Financial Advisors LLC1$163<0.01%new13F-HRTimeline
Redwood Park Advisors LLC1$161<0.01%new13F-HRTimeline
ROSS\JOHNSON & Associates LLC1$161<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC0$68<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.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.