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Disclosery

SPG SIMON PPTY GROUP INC NEW

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REIT (common), issuer CIK 1063761

1,256 managers (1,291 13F filers) reported a position in SPG shares at 2025-12-31, 293,574,172 shares in all. 99 filers opened a position and 75 filers sold out during the quarter.

Managers
1,256
13F filers
1,291
New
99
Added
496
Reduced
412
Sold out
75
Shares held by filers
293,574,172

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SENTRY INVESTMENT MANAGEMENT LLC781$145K0.1%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd739$137K0.01%-22013F-HRTimelineGroup
FIRST HORIZON CORP726$134K0.01%+19613F-HRTimeline
Aster Capital Management (DIFC) Ltd708$131K0.06%-8,71113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED701$131K0.01%new13F-HRTimeline
Global X Japan Co., Ltd.704$130K0.01%-18213F-HRTimeline
MONTAG A & ASSOCIATES INC702$130K0.01%-1813F-HRTimeline
Quent Capital, LLC680$126K0.01%-5113F-HRTimeline
CoreCap Advisors, LLC674$125K<0.01%-3013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC670$124K<0.01%+54213F-HRTimelineGroup
Fortitude Family Office, LLC647$120K0.03%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners632$117K0.02%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.626$116K0.05%+5313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…608$113K0.04%+60213F-HRTimeline
HOEY INVESTMENTS, INC575$106K0.01%+20013F-HRTimeline
PFS Partners, LLC570$105K0.05%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.550$102K<0.01%-25213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…546$101K<0.01%+313F-HRTimelineGroup
Central Pacific Bank - Trust Division538$99.6K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC521$96.4K<0.01%-2013F-HRTimeline
Westend Capital Management, LLC519$96.1K0.03%-2213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…508$94K0.02%-1613F-HRTimeline
Catalyst Capital Advisors LLC505$93.5K<0.01%-36413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.500$92.6K0.01%013F-HRTimelineGroup
Missouri Trust & Investment Co500$92.6K0.03%-2613F-HRTimeline
OSTRUM ASSET MANAGEMENT497$92K<0.01%-16413F-HRTimeline
Basepoint Wealth LLC492$91.1K0.06%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …469$86.8K0.13%013F-HRTimeline
DV EQUITIES, LLC458$84.8K0.02%13F-HRTimeline
GHP Investment Advisors, Inc.450$83.4K<0.01%+413F-HRTimeline
Vision Retirement, LLC446$82.5K0.02%13F-HRTimeline
State of Wyoming431$79.8K0.01%+9113F-HRTimeline
JTC Employer Solutions Trustee Ltd412$76K0.01%013F-HRTimeline
Geneos Wealth Management Inc.404$74.8K<0.01%-13313F-HRTimeline
FIRST FINANCIAL CORP /IN/400$74K0.03%013F-HRTimeline
Elyxium Wealth, LLC396$73.3K0.02%new13F-HRTimeline
Indiana Trust & Investment Management Co390$72.2K0.02%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC385$71.3K<0.01%013F-HRTimelineGroup
Grove Bank & Trust385$71.3K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…375$69.4K0.02%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding366$68K-2Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV367$67.9K<0.01%+613F-HRTimeline
Wealth Enhancement Trust Services, Inc.365$67.6K0.01%13F-HRTimeline
Bayforest Capital Ltd362$67K0.05%new13F-HRTimeline
Key Capital Management, INC362$67K0.07%13F-HRTimeline
Glass Jacobson Investment Advisors llc355$65.7K0.02%013F-HRTimeline
Root Financial Partners, LLC344$63.7K<0.01%+1013F-HRTimeline
Capital Advisors, Ltd. LLC343$63K0.01%013F-HRTimeline
Anchor Investment Management, LLC334$61.8K0.01%013F-HRTimeline
Centerpoint Advisors, LLC327$61K0.02%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC326$60.4K<0.01%new13F-HRTimeline
United Community Bankin group United Community Bank326$60.3K0.02%-613F-HRTimelineGroup
Fairscale Capital, LLC324$60K0.04%+21413F-HRTimeline
Kozak & Associates, Inc.321$59.3K0.01%+413F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.317$58.7K0.05%013F-HRTimeline
Financial Freedom, LLC316$58.6K0.03%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN315$58.3K0.01%-2513F-HRTimeline
IAG Wealth Partners, LLC315$58.3K0.01%013F-HRTimeline
Reflection Asset Management314$58.1K0.04%13F-HRTimeline
Aventura Private Wealth, LLC313$57.9K0.02%-913F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …310$57.4K<0.01%013F-HRTimelineGroup
Quarry LP308$57K0.01%+16113F-HRTimeline
SFAM, LLC307$56.8K0.05%13F-HRTimeline
Towne Trust Company, N.A300$55.5K0.02%013F-HRTimeline
Muzinich & Co., Inc.299$55.3K0.02%-43213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.292$54.1K0.02%+3013F-HRTimeline
Camelot Portfolios, LLC288$53.4K0.03%new13F-HRTimeline
Bell Investment Advisors, Inc270$50K0.01%+5313F-HRTimeline
Trust Co268$49.6K<0.01%-113F-HRTimeline
Steigerwald, Gordon & Koch Inc.266$49.2K<0.01%013F-HRTimeline
Key Financial Inc257$47.6K0.01%-10013F-HRTimeline
Caitong International Asset Management …254$47K0.01%new13F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.251$46.5K<0.01%+11113F-HRTimelineGroup
EASTERN BANK250$46.3K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.250$46.3K<0.01%+213F-HRTimeline
AdvisorNet Financial, Inc232$42.9K<0.01%+113F-HRTimeline
DT Investment Partners, LLC228$42.2K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.227$42K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP225$41.6K<0.01%new13F-HRTimelineGroup
Salomon & Ludwin, LLC210$38.5K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC210$38K0.01%+213F-HRTimeline
FNY Investment Advisers, LLC200$37K0.01%-60013F-HRTimeline
Bruce G. Allen Investments, LLC193$35.7K0.02%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp189$35K<0.01%-2013F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC184$34.1K0.01%013F-HRTimeline
SHP Wealth Management183$33.8K<0.01%13F-HRTimeline
New England Capital Financial Advisors …182$33.6K0.01%+213F-HRTimeline
Oslo Pensjonsforsikring AS179$33.1K<0.01%013F-HRTimeline
GW&K Investment Management, LLC179$33K<0.01%+513F-HRTimeline
Planning Project LLC160$29.6K0.01%13F-HRTimeline
Wilkerson Advisory Group LLC158$29.2K0.01%13F-HRTimeline
XY Capital Ltd156$28.9K0.03%new13F-HRTimeline
ATWOOD & PALMER INC155$28.7K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC153$28.5K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/153$28.3K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH150$27.8K0.01%-313F-HRTimeline
Covestor Ltd147$27K0.01%-6013F-HRTimeline
True Wealth Design, LLC134$24.8K0.01%+1013F-HRTimeline
Dogwood Wealth Management LLC130$24.1K0.01%+1613F-HRTimeline
Barnes Dennig Private Wealth Management…129$23.9K0.02%+5113F-HRTimeline
WPG Advisers, LLC129$23.9K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.127$23.5K0.01%+1713F-HRTimeline
Kemnay Advisory Services Inc.125$23.1K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC123$22.8K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC123$22.6K<0.01%+8813F-HRTimeline
Abound Wealth Management122$22.6K0.01%013F-HRTimeline
Park Place Capital Corp120$22.2K<0.01%-913F-HRTimeline
Hughes Financial Services, LLC120$22.2K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.119$22K0.01%new13F-HRTimeline
Signature Equity Partners, LLC118$21.8K0.01%13F-HRTimeline
Keating Financial Advisory Services, In…116$21.5K<0.01%13F-HRTimeline
SWISS RE LTDin group SWISS RE LTD109$20.2K<0.01%13F-HRTimelineGroup
Ares Financial Consulting, LLC107$19.8K0.02%13F-HRTimeline
McMillan Office, Inc.102$18.9K<0.01%13F-HRTimeline
Westside Investment Management, Inc.102$18.8K<0.01%013F-HRTimeline
Pacific Center for Financial Services99$18.6K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.100$18.5K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST100$18.5K0.01%013F-HRTimeline
WFA of San Diego, LLC100$18.5K0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.100$18.5K<0.01%013F-HRTimeline
BAYBAN100$18.5K0.02%13F-HRTimeline
Financial Management Professionals, Inc.96$17.8K<0.01%-113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC93$17.2K<0.01%-3913F-HRTimeline
Rossby Financial, LCC92$17K0.01%-20513F-HRTimeline
Avion Wealth97$17K<0.01%+2113F-HRTimeline
High Note Wealth, LLC89$16.5K<0.01%+1613F-HRTimeline
Physician Wealth Advisors, Inc.81$15K<0.01%-3113F-HRTimeline
Pinnacle Bancorp, Inc.80$14.8K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC80$14.8K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp80$14.8K0.01%+313F-HRTimeline
Westfuller Advisors, LLC80$14.8K0.01%+1213F-HRTimeline
MCF Advisors LLC78$14.4K<0.01%+6113F-HRTimeline
Strive Financial Group ,LLC77$14.3K0.01%13F-HR/ATimeline
Center for Financial Planning, Inc.76$14.1K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC76$14.1K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…74$13.7K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC74$13.7K0.01%+513F-HRTimeline
Asset Dedication, LLC73$13.5K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.73$13.5K<0.01%13F-HRTimeline
GODSEY & GIBB, INC72$13.3K<0.01%+2213F-HRTimeline
Osbon Capital Management LLC71$13.1K0.01%13F-HRTimeline
Dynamic Wealth Strategies, LLC71$13.1K0.01%+2013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT71$13.1K<0.01%+113F-HRTimeline
Howard Hughes Medical Institute70$13K0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC70$13K0.01%new13F-HRTimeline
West Branch Capital LLC69$12.8K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC69$12.8K<0.01%-613F-HRTimeline
American Wealth Advisors, LLC69$12.7K0.01%+113F-HRTimeline
GoalVest Advisory LLC66$12.2K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.65$12K0.01%+2713F-HRTimeline
Noble Wealth Management PBC64$11.8K0.01%new13F-HRTimeline
Legacy Bridge, LLC63$11.7K<0.01%new13F-HRTimeline
Sachetta, LLC61$11.3K0.01%+2413F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC58$10.7K<0.01%new13F-HRTimeline
Kilter Group LLC57$10.6K<0.01%+2313F-HRTimeline
REDMONT WEALTH ADVISORS LLC56$10.4K0.02%013F-HRTimeline
LOM Asset Management Ltd55$10.2K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…53$9.81K<0.01%013F-HRTimelineGroup
FINANCIAL CONSULATE, INC52$9.68K<0.01%+2513F-HRTimeline
KELLEHER FINANCIAL ADVISORS52$9.63K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.52$9.63K<0.01%013F-HRTimeline
Financial Perspectives, Inc52$9.56K<0.01%013F-HRTimeline
Bangor Savings Bank50$9.26K<0.01%013F-HRTimeline
Leonteq Securities AG49$9.07K<0.01%-6013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…48$8.89K<0.01%013F-HRTimeline
Aspect Partners, LLC48$8.89K<0.01%+513F-HRTimeline
Orion Capital Management LLC47$8.75K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC47$8.7K0.01%13F-HR/ATimeline
Gold Investment Management Ltd.45$8.33K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC44$8.14K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC42$7.78K<0.01%-7313F-HRTimeline
Dunhill Financial, LLC42$7.77K<0.01%+1413F-HRTimeline
Independence Bank of Kentucky41$7.59K<0.01%+1613F-HRTimeline
Creative Capital Management Investments…41$7.59K<0.01%+813F-HRTimeline
MJT & Associates Financial Advisory Gro…41$7.59K0.01%013F-HR/ATimeline
SouthState Bank Corpin group SouthState Bank Corp40$7.41K<0.01%-1213F-HRTimelineGroup
ADIRONDACK TRUST CO40$7.4K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC40$7.4K<0.01%013F-HRTimeline
Jessup Wealth Management, Inc40$7.4K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.38$7.03K<0.01%+3313F-HRTimeline
Jackson, Grant Investment Advisers, Inc.38$7.03K<0.01%013F-HRTimeline
T. Rowe Price Investment Management, In…37$7K<0.01%013F-HR/ATimeline
AMERICAN NATIONAL BANK & TRUST37$6.85K<0.01%+1213F-HRTimeline
First Command Advisory Services, Inc.33$6.11K<0.01%+2613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC33$6.04K<0.01%-4,83313F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC31$5.74K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.31$5.72K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…30$5.55K<0.01%013F-HRTimeline
COUNTRY TRUST BANK29$5.37K<0.01%013F-HRTimeline
Addison Advisors LLC28$5.18K<0.01%013F-HRTimeline
Imprint Wealth LLC28$5.18K0.02%-5213F-HRTimeline
Fairman Group, LLC28$5.18K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…28$5.14K<0.01%-413F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL27$5.04K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC27$5K<0.01%-4,34913F-HRTimeline
Principia Wealth Advisory, LLC27$5K<0.01%+313F-HRTimeline
CBIZ Investment Advisory Services, LLC26$4.81K<0.01%013F-HRTimeline
AlphaQuest LLC26$4.81K<0.01%-2,24613F-HRTimeline
Crews Bank & Trust25$4.63K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC23$4.26K<0.01%new13F-HRTimeline