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Disclosery

SPG SIMON PPTY GROUP INC NEW

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REIT (common), issuer CIK 1063761

Filings received so far for Q3 2026: 63 13F filers report a position in SPG shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Hamlin Capital Management, LLC814,071$163M4.05%-52,50913F-HRTimeline
Douglas Lane & Associates, LLC121,722$24.4M0.33%-53,54513F-HRTimeline
SAPIENT CAPITAL LLC110,277$22.1M0.3%+21613F-HRTimeline
Pensionfund PDNgroup of 2 filers holding59,814$12M-2,700Timeline
Venture Visionary Partners LLC24,103$4.84M0.13%+71013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC13,843$2.78M0.4%-25213F-HRTimeline
Farther Finance Advisors, LLC9,817$1.97M0.01%-23913F-HRTimeline
GAMMA Investing LLC9,389$1.88M0.06%+57313F-HRTimeline
Wedmont Private Capital8,826$1.76M0.04%+1,26613F-HRTimeline
Emergent Wealth Advisors, LLC8,307$1.67M0.87%-16613F-HRTimeline
Valeo Financial Advisors, LLC7,787$1.56M0.03%+20013F-HRTimeline
Sound Income Strategies, LLC7,773$1.55M0.07%-120,25313F-HRTimeline
Legacy Wealth Asset Management, LLC6,017$1.21M0.26%-1,05313F-HRTimeline
Everhart Financial Group, Inc.5,987$1.2M0.07%-313F-HRTimeline
Adams Asset Advisors, LLC5,789$1.16M0.12%013F-HRTimeline
Meadowbrook Wealth Management, LLC5,230$1.05M1.1%-1,87513F-HRTimeline
TrueWealth Advisors, LLC5,060$1.02M0.23%013F-HRTimeline
Investors Research Corp4,306$864K0.15%-12513F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…3,672$738K0.53%+44513F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,958$594K0.08%+613F-HRTimeline
MFA WEALTH ADVISORS, LLC2,722$546K0.09%-19713F-HRTimeline
Silverleafe Capital Partners, LLC2,400$482K0.14%013F-HRTimeline
Montecito Bank & Trust2,378$477K0.07%+13913F-HRTimeline
Monument Capital Management2,313$464K0.1%+2913F-HRTimeline
Avidian Wealth Enterprises, LLC2,259$454K0.01%+2513F-HRTimeline
Kaizen Financial Strategies2,236$449K0.18%+2113F-HRTimeline
ROCKLAND TRUST CO2,099$421K0.02%+2113F-HRTimeline
CX Institutional2,099$421K0.01%-11813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,978$397K0.03%-15413F-HRTimeline
Versant Capital Management, Inc1,743$350K0.03%+33113F-HRTimeline
Breakwater Capital Group1,715$344K0.04%+1213F-HRTimeline
Oak Grove Capital LLC1,700$341K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,684$338K0.1%-3513F-HRTimeline
Miller Global Investments, LLC1,525$306K0.25%-1513F-HRTimeline
Castle Rock Wealth Management, LLC1,461$295K0.06%-41613F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,337$268K0.01%-11913F-HRTimeline
Ridgewood Investments LLC1,238$249K0.09%013F-HRTimeline
Biltmore Wealth Management, LLC1,237$248K0.08%+1413F-HRTimeline
Bullock Wealth Management Group1,232$247K0.1%+2813F-HRTimeline
Plan A Wealth LLC1,135$228K0.08%-1413F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV1,050$211K0.02%013F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV1,021$205K0.15%013F-HRTimeline
CoreCap Advisors, LLC850$171K<0.01%+19313F-HRTimeline
Rosenberg Matthew Hamilton816$164K0.03%013F-HRTimeline
Central Pacific Bank - Trust Division551$111K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP550$110K0.01%+45013F-HRTimeline
Grove Bank & Trust369$74.1K0.01%013F-HRTimeline
EASTERN BANK341$68.5K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP225$45.2K<0.01%013F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.178$35.7K<0.01%-13913F-HRTimeline
ATWOOD & PALMER INC155$31.1K<0.01%013F-HRTimeline
GK Wealth Management LLC137$27.6K0.02%new13F-HRTimeline
Trust Co63$12.7K<0.01%-17813F-HRTimeline
Noble Wealth Management PBC53$10.6K<0.01%-1413F-HRTimeline
Bangor Savings Bank50$10K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…35$7.03K<0.01%013F-HRTimeline
Davis Capital Management27$5.42K<0.01%+213F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC23$4.62K<0.01%+1113F-HRTimeline
Planning Strategies Inc.22$4.42K<0.01%+113F-HRTimeline
Retirement Wealth Solutions LLC17$3.37K<0.01%-613F-HRTimeline
GoalVest Advisory LLC16$3.21K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST10$2.01K<0.01%-9413F-HRTimeline