Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

SIMON PPTY GROUP INC NEW · COM · quarter ended 2026-03-31 · 19 members disclosed SPG ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,021 holders are listed, largest first: 1,021
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $48.2B
holders whose share count rose or who opened the position (new + add), by shares: 483
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 92

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of SPG ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$6.9B	36,813,649	−443,741	TRIM
2	VANGUARD PORTFOLIO MANAGEMENT LLC	$4.3B	23,098,132	—	NO PRIOR
3	STATE STREET CORP	$3.9B	20,931,309	−554,345	TRIM
4	VANGUARD CAPITAL MANAGEMENT LLC	$3.8B	20,573,701	—	NO PRIOR
5	GEODE CAPITAL MANAGEMENT, LLC	$2.0B	10,825,713	+253,036	ADD
6	WELLINGTON MANAGEMENT GROUP LLP	$1.7B	9,147,616	+1,207,755	ADD
7	Capital World Investors	$1.7B	9,050,315	+439,911	ADD
8	BANK OF AMERICA CORP /DE/	$1.6B	8,503,133	+491,519	ADD
9	MORGAN STANLEY	$1.0B	5,421,797	−1,581	TRIM
10	FMR LLC	$939M	5,035,084	+2,819,401	ADD
11	NORTHERN TRUST CORP	$933M	5,002,392	−59,247	TRIM
12	DIMENSIONAL FUND ADVISORS LP	$859M	4,606,481	+105,524	ADD
13	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$797M	4,272,265	+28,914	ADD
14	Legal & General Group Plc	$688M	3,689,236	−94,740	TRIM
15	Invesco Ltd.	$605M	3,241,968	−74,001	TRIM
16	Nuveen, LLC	$536M	2,872,728	−828,423	TRIM
17	PRINCIPAL FINANCIAL GROUP INC	$484M	2,595,216	−263,589	TRIM
18	DEUTSCHE BANK AG\	$456M	2,445,544	−174,618	TRIM
19	Boston Partners	$429M	2,302,071	−100,970	TRIM
20	CANADA PENSION PLAN INVESTMENT BOARD	$412M	2,208,113	+1,190,655	ADD
21	Bank of New York Mellon Corp	$388M	2,079,177	−39,373	TRIM
22	Resolution Capital Ltd	$373M	1,998,411	−28,021	TRIM
23	Amundi	$371M	1,990,741	+317,901	ADD
24	VANGUARD FIDUCIARY TRUST CO	$341M	1,827,056	—	NO PRIOR
25	ROYAL BANK OF CANADA	$315M	1,689,330	+3,739	ADD
26	Daiwa Securities Group Inc.	$294M	1,578,080	−48,879	TRIM
27	Smead Capital Management, Inc.	$291M	1,559,860	−231,470	TRIM
28	PRUDENTIAL FINANCIAL INC	$288M	1,543,083	+141,723	ADD
29	Sumitomo Mitsui Trust Group, Inc.	$282M	1,513,071	−4,048	TRIM
30	UBS Group AG	$270M	1,447,258	+57,786	ADD
31	CENTERSQUARE INVESTMENT MANAGEMENT LLC	$261M	1,400,195	−131,386	TRIM
32	AMERIPRISE FINANCIAL INC	$252M	1,361,112	−368,326	TRIM
33	HSBC HOLDINGS PLC	$239M	1,280,948	−1,208,306	TRIM
34	National Pension Service	$226M	1,213,342	+1,213,342	NEW
35	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	$226M	1,209,585	−80,454	TRIM
36	CITADEL ADVISORS LLC	$212M	1,138,497	−12,438	TRIM
37	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$200M	1,074,449	+420,886	ADD
38	HighTower Advisors, LLC	$199M	1,066,090	−85,606	TRIM
39	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$193M	972,504	−21,876	TRIM
40	Mitsubishi UFJ Asset Management Co., Ltd.	$187M	1,001,795	+63,908	ADD
41	Swiss National Bank	$179M	958,127	+63,400	ADD
42	Allianz Asset Management GmbH	$169M	906,444	+201,398	ADD
43	Hamlin Capital Management, LLC	$168M	897,986	−7,085	TRIM
44	APG Asset Management US Inc.	$166M	880,641	+225,045	ADD
45	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$162M	867,361	+867,361	NEW
46	BANK OF MONTREAL /CAN/	$154M	827,925	+102,565	ADD
47	Capital Research Global Investors	$154M	826,812	+826,812	NEW
48	SCHRODER INVESTMENT MANAGEMENT GROUP	$154M	823,874	−102,861	TRIM
49	SEI INVESTMENTS CO	$137M	736,026	+20,680	ADD
50	ALLIANCEBERNSTEIN L.P.	$135M	731,017	−36,830	TRIM
51	MILLENNIUM MANAGEMENT LLC	$135M	723,012	+384,865	ADD
52	Vanguard Global Advisers, LLC	$133M	711,224	—	NO PRIOR
53	PANAGORA ASSET MANAGEMENT INC	$130M	699,006	−255,877	TRIM
54	Aberdeen Group plc	$125M	672,353	+2,519	ADD
55	WELLS FARGO & COMPANY/MN	$124M	665,938	−34,969	TRIM
56	CITIGROUP INC	$116M	621,101	+16,112	ADD
57	NOMURA ASSET MANAGEMENT CO LTD	$116M	620,632	+15,859	ADD
58	Asset Management One Co., Ltd.	$112M	600,575	−9,286	TRIM
59	RAYMOND JAMES FINANCIAL INC	$110M	590,537	+18,215	ADD
60	VICTORY CAPITAL MANAGEMENT INC	$108M	576,903	+3,895	ADD
61	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$107M	573,005	−6,098	TRIM
62	VANGUARD ASSET MANAGEMENT, Ltd	$105M	562,902	—	NO PRIOR
63	Adelante Capital Management LLC	$83.8M	449,333	−33,710	TRIM
64	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$83.5M	447,492	+447,492	NEW
65	WORLDQUANT MILLENNIUM ADVISORS LLC	$83.0M	445,178	−267,600	TRIM
66	AMERICAN CENTURY COMPANIES INC	$81.6M	437,528	−84,145	TRIM
67	BBFIT INVESTMENTS PTE LTD	$80.7M	432,500	0	NO CHANGE
68	AQR CAPITAL MANAGEMENT LLC	$79.5M	432,242	−210,630	TRIM
69	CAPITAL ADVISORS INC/OK	$77.4M	415,211	+8,612	ADD
70	Alyeska Investment Group, L.P.	$76.9M	412,169	+285,913	ADD
71	BNP Paribas Asset Management Holding S.A.	$76.8M	411,845	−174,629	TRIM
72	Universal- Beteiligungs- und Servicegesellschaft mbH	$73.2M	392,538	−23,070	TRIM
73	FRANKLIN RESOURCES INC	$73.0M	391,529	−35,536	TRIM
74	AEW CAPITAL MANAGEMENT L P	$72.0M	386,175	−52,792	TRIM
75	Vanguard Investments Australia, Ltd.	$70.6M	378,320	—	NO PRIOR
76	STIFEL FINANCIAL CORP	$65.8M	352,964	−6,226	TRIM
77	LAZARD ASSET MANAGEMENT LLC	$64.3M	344,635	+196,103	ADD
78	Ensign Peak Advisors, Inc	$63.8M	342,012	0	NO CHANGE
79	Janus Henderson Group Ltd.	$63.2M	338,772	+285,426	ADD
80	Artemis Investment Management LLP	$62.5M	334,941	+334,941	NEW
81	HEITMAN REAL ESTATE SECURITIES LLC	$61.5M	329,763	−32,431	TRIM
82	ENVESTNET ASSET MANAGEMENT INC	$60.7M	325,424	+51,097	ADD
83	STOREBRAND ASSET MANAGEMENT AS	$59.4M	318,650	—	NO PRIOR
84	LPL Financial LLC	$59.0M	316,219	−9,248	TRIM
85	FIL Ltd	$57.0M	305,662	+29,468	ADD
86	MACQUARIE GROUP LTD	$56.8M	304,644	−24,935	TRIM
87	Susquehanna Portfolio Strategies, LLC	$55.3M	296,689	0	NO CHANGE
88	Zurcher Kantonalbank (Zurich Cantonalbank)	$54.9M	294,387	+294,387	NEW
89	PFA Pension, Forsikringsaktieselskab	$52.6M	282,001	+282,001	NEW
90	CREDIT AGRICOLE S A	$52.4M	281,135	−54,208	TRIM
91	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$52.3M	280,389	−4,815	TRIM
92	AVIVA PLC	$50.2M	269,139	+8,516	ADD
93	State of New Jersey Common Pension Fund D	$47.8M	256,487	0	NO CHANGE
94	Clark Capital Management Group, Inc.	$47.3M	253,579	+4,321	ADD
95	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$47.1M	252,426	+200,521	ADD
96	Retirement Systems of Alabama	$46.7M	250,425	−1,467	TRIM
97	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$45.8M	245,639	+2,613	ADD
98	TEACHER RETIREMENT SYSTEM OF TEXAS	$44.6M	239,316	+90,584	ADD
99	TD ASSET MANAGEMENT INC	$42.4M	227,415	+73,715	ADD
100	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$41.6M	223,079	+41,175	ADD
101	Land & Buildings Investment Management, LLC	$40.6M	217,466	+49,949	ADD
102	ROYAL LONDON ASSET MANAGEMENT LTD	$39.8M	213,121	+261	ADD
103	VOYA INVESTMENT MANAGEMENT LLC	$38.7M	207,523	+9,561	ADD
104	NEW YORK STATE COMMON RETIREMENT FUND	$38.4M	205,763	−400	TRIM
105	CORDA Investment Management, LLC.	$37.5M	201,122	−4,332	TRIM
106	KLP KAPITALFORVALTNING AS	$37.1M	198,942	+10,100	ADD
107	DANSKE BANK A/S	$36.8M	197,321	+3,375	ADD
108	Uniplan Investment Counsel, Inc.	$36.7M	196,642	−31,795	TRIM
109	Resona Asset Management Co.,Ltd.	$36.0M	196,311	+6,055	ADD
110	Quantinno Capital Management LP	$36.0M	192,863	+26,901	ADD
111	Mitsubishi UFJ Trust & Banking Corp	$35.8M	192,082	+13,096	ADD
112	SEB Asset Management AB	$34.4M	184,200	—	NO PRIOR
113	Swedbank AB	$33.9M	181,754	+864	ADD
114	Minneapolis Portfolio Management Group, LLC	$32.8M	176,090	−2,523	TRIM
115	STATE OF WISCONSIN INVESTMENT BOARD	$32.6M	174,823	+5,732	ADD
116	Apollo Management Holdings, L.P.	$31.5M	169,000	0	NO CHANGE
117	BAMCO INC /NY/	$31.0M	166,058	−86,732	TRIM
118	NATIONAL BANK OF CANADA /FI/	$30.4M	162,935	+11,828	ADD
119	Pictet Asset Management Holding SA	$30.0M	160,809	+4,886	ADD
120	Chevy Chase Trust Holdings, LLC	$29.9M	160,478	−5,237	TRIM
121	Robeco Institutional Asset Management B.V.	$29.6M	158,790	−242,089	TRIM
122	NATIXIS	$28.9M	154,808	+98,744	ADD
123	CIBC WORLD MARKET INC.	$28.6M	153,260	−28,433	TRIM
124	CIBC Bancorp USA Inc.	$28.5M	152,938	—	NO PRIOR
125	ADAGE CAPITAL PARTNERS GP, L.L.C.	$28.2M	151,363	+26,200	ADD
126	Weiss Asset Management LP	$28.2M	151,181	+151,181	NEW
127	FIRST TRUST ADVISORS LP	$27.4M	147,036	−16,364	TRIM
128	NISA INVESTMENT ADVISORS, LLC	$27.3M	146,471	−13,906	TRIM
129	APG Asset Management N.V.	$27.1M	167,645	−21,489	TRIM
130	Korea Investment CORP	$27.1M	145,045	−96,066	TRIM
131	Focus Partners Wealth	$26.9M	144,210	−7,363	TRIM
132	MERCER GLOBAL ADVISORS INC /ADV	$26.6M	142,412	−50,911	TRIM
133	Arbejdsmarkedets Tillaegspension	$26.5M	142,125	+13,658	ADD
134	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$25.8M	138,126	+138,126	NEW
135	BROOKFIELD Corp /ON/	$25.7M	137,654	−7,236	TRIM
136	Prana Capital Management, LP	$24.8M	132,995	+34,147	ADD
137	Rockefeller Capital Management L.P.	$24.8M	132,899	+1,789	ADD
138	TUDOR INVESTMENT CORP ET AL	$24.1M	129,240	+127,377	ADD
139	FACTORY MUTUAL INSURANCE CO	$23.8M	127,592	+300	ADD
140	Vert Asset Management LLC	$23.7M	126,791	+6,032	ADD
141	PACIFIC HEIGHTS ASSET MANAGEMENT LLC	$23.3M	125,000	0	NO CHANGE
142	Sumitomo Mitsui DS Asset Management Company, Ltd	$22.9M	122,912	+2,670	ADD
143	QRG CAPITAL MANAGEMENT, INC.	$22.9M	122,633	+2,670	ADD
144	Creative Planning	$22.7M	121,649	−4,921	TRIM
145	IFM Investors Pty Ltd	$22.6M	121,239	+3,725	ADD
146	SAPIENT CAPITAL LLC	$20.8M	111,276	+1,230	ADD
147	1832 Asset Management L.P.	$20.3M	108,732	+96,312	ADD
148	Hazelview Securities Inc.	$20.0M	107,424	−64,710	TRIM
149	Tredje AP-fonden	$19.5M	104,391	+104,391	NEW
150	Lansforsakringar Fondforvaltning AB (publ)	$19.4M	104,133	+73	ADD
151	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$19.3M	103,217	+43,750	ADD
152	NEOS Investment Management LLC	$19.2M	103,039	+11,050	ADD
153	Andra AP-fonden	$18.9M	101,562	+72,062	ADD
154	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$18.6M	99,928	+71,928	ADD
155	STATE OF MICHIGAN RETIREMENT SYSTEM	$18.6M	99,849	−600	TRIM
156	Empowered Funds, LLC	$18.5M	99,246	+99,246	NEW
157	Allspring Global Investments Holdings, LLC	$18.4M	97,715	+3,137	ADD
158	Metis Global Partners, LLC	$18.2M	97,440	+6,795	ADD
159	TORONTO DOMINION BANK	$18.0M	96,250	−320,622	TRIM
160	Kepler Cheuvreux (Suisse) SA	$17.9M	96,168	−22,373	TRIM
161	UniSuper Management Pty Ltd	$17.9M	96,015	+1,184	ADD
162	NISSAY ASSET MANAGEMENT CORP /JAPAN	$17.5M	93,781	+2,201	ADD
163	PUBLIC SECTOR PENSION INVESTMENT BOARD	$17.3M	92,541	+9,436	ADD
164	LBP AM SA	$17.2M	92,186	−9,253	TRIM
165	Arizona State Retirement System	$16.7M	89,422	−2,585	TRIM
166	XPONANCE LLC	$16.7M	89,286	+7,676	ADD
167	Czech National Bank	$16.5M	88,571	+2,487	ADD
168	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$16.4M	87,886	+15,030	ADD
169	MML INVESTORS SERVICES, LLC	$16.1M	86,528	−4,095	TRIM
170	GLENMEDE TRUST CO NA	$16.0M	85,912	+671	ADD
171	LGT Group Foundation	$15.7M	84,125	+12,496	ADD
172	Varma Mutual Pension Insurance Co	$15.5M	82,849	0	NO CHANGE
173	Capital International, Inc./CA/	$15.3M	82,243	+6,513	ADD
174	Mirae Asset Global Investments Co., Ltd.	$15.3M	81,998	+2,809	ADD
175	Swiss Life Asset Management Ltd	$15.2M	81,562	+51,966	ADD
176	MEEDER ASSET MANAGEMENT INC	$14.6M	78,469	−49,179	TRIM
177	CIBC Asset Management Inc	$14.6M	78,173	+709	ADD
178	Zurich Insurance Group Ltd/FI	$14.6M	78,125	+78,125	NEW
179	EXCHANGE TRADED CONCEPTS, LLC	$14.3M	76,881	+2,463	ADD
180	Wealthfront Advisers LLC	$14.2M	75,987	−2,148	TRIM
181	DnB Asset Management AS	$13.7M	73,375	+6,011	ADD
182	Banco Santander, S.A.	$13.7M	73,366	−14,346	TRIM
183	Biondo Investment Advisors, LLC	$13.2M	71,025	+595	ADD
184	Federation des caisses Desjardins du Quebec	$13.2M	70,757	+16,014	ADD
185	Cetera Investment Advisers	$13.2M	70,728	−3,172	TRIM
186	Gotham Asset Management, LLC	$13.1M	70,384	+21,980	ADD
187	Edgemoor Investment Advisors, Inc.	$13.0M	69,576	+35	ADD
188	B&I Capital AG	$12.9M	69,385	0	NO CHANGE
189	Independent Advisor Alliance	$12.9M	69,154	−6,488	TRIM
190	USS Investment Management Ltd	$12.6M	67,384	+5,660	ADD
191	Man Group plc	$12.3M	66,048	−149,719	TRIM
192	Verition Fund Management LLC	$12.0M	64,136	+44,759	ADD
193	ProShare Advisors LLC	$11.8M	63,200	−5,608	TRIM
194	US BANCORP \DE\	$11.1M	59,613	−2,463	TRIM
195	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$11.1M	59,566	+19,619	ADD
196	Mariner, LLC	$11.1M	59,479	−17,807	TRIM
197	STALEY CAPITAL ADVISERS INC	$11.0M	59,100	+11,050	ADD
198	M&T BANK CORP	$10.9M	58,387	−1,106	TRIM
199	BANK OF NOVA SCOTIA	$10.8M	57,965	−8,589	TRIM
200	OSAIC HOLDINGS, INC.	$10.8M	57,834	+9,581	ADD
201	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$10.8M	57,632	+3,536	ADD
202	COMMONWEALTH EQUITY SERVICES, LLC	$10.7M	57,630	−1,761	TRIM
203	Cerity Partners LLC	$10.7M	57,493	−4,476	TRIM
204	Ethic Inc.	$10.5M	56,328	+1,840	ADD
205	Vanguard Personalized Indexing Management, LLC	$10.2M	54,457	+3,443	ADD
206	New Age Alpha Advisors, LLC	$9.9M	52,886	−16,574	TRIM
207	Corient Private Wealth LLC	$9.8M	53,028	−119,183	TRIM
208	Utah Retirement Systems	$9.8M	52,665	−875	TRIM
209	ALLIANZ SE	$9.4M	50,278	0	NO CHANGE
210	EASTERLY INVESTMENT PARTNERS LLC	$9.3M	50,800	+50,800	NEW
211	&PARTNERS	$9.3M	49,699	+2,567	ADD
212	MACKENZIE FINANCIAL CORP	$9.3M	49,729	+13,050	ADD
213	Engineers Gate Manager LP	$9.2M	49,575	+49,575	NEW
214	Union Bancaire Privee, UBP SA	$9.2M	56,862	+17,496	ADD
215	LGT Fund Management Co Ltd.	$9.2M	49,321	+49,321	NEW
216	Nicholas Investment Partners, LP	$9.2M	49,290	0	NO CHANGE
217	Tidal Investments LLC	$9.1M	48,676	+17,994	ADD
218	Inspire Investing, LLC	$9.0M	48,494	+14,544	ADD
219	D. E. Shaw & Co., Inc.	$8.8M	47,315	+4,193	ADD
220	Rakuten Investment Management, Inc.	$8.8M	48,327	+5,380	ADD
221	Kingsview Wealth Management, LLC	$8.7M	46,794	+4,492	ADD
222	Y-Intercept (Hong Kong) Ltd	$8.6M	46,075	+26,433	ADD
223	Groupe la Francaise	$8.6M	45,976	+3,625	ADD
224	Pathstone Holdings, LLC	$8.5M	45,468	+842	ADD
225	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$8.4M	45,215	+417	ADD
226	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$8.4M	44,996	−12,942	TRIM
227	Kestra Advisory Services, LLC	$8.1M	43,635	−1,256	TRIM
228	WATERS PARKERSON & CO., LLC	$8.1M	43,585	−575	TRIM
229	GSI Capital Advisors LLC	$8.1M	43,386	−160	TRIM
230	ASR Vermogensbeheer N.V.	$8.1M	43,278	+791	ADD
231	Greystone Financial Group, LLC	$7.8M	41,995	−27,275	TRIM
232	Beacon Pointe Advisors, LLC	$7.7M	41,486	+11,994	ADD
233	PRUDENTIAL PLC	$7.5M	40,418	+3,390	ADD
234	TRUIST FINANCIAL CORP	$7.5M	40,402	−507	TRIM
235	Oliver Luxxe Assets LLC	$7.5M	40,091	+410	ADD
236	HUDSON EDGE INVESTMENT PARTNERS INC.	$7.5M	39,981	−775	TRIM
237	Alpha Omega Wealth Management LLC	$7.4M	39,834	−65	TRIM
238	EVERETT HARRIS & CO /CA/	$7.3M	39,303	−71	TRIM
239	Baird Financial Group, Inc.	$7.2M	38,452	+38,452	NEW
240	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$6.9M	37,230	−100	TRIM
241	JONES FINANCIAL COMPANIES LLLP	$6.8M	36,631	−2,566	TRIM
242	NewEdge Advisors, LLC	$6.8M	36,507	−101	TRIM
243	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$6.8M	36,363	−8	TRIM
244	AIA Group Ltd	$6.7M	36,000	+36,000	NEW
245	ADAMS DIVERSIFIED EQUITY FUND, INC.	$6.7M	35,900	+35,900	NEW
246	Norinchukin Bank, The	$6.6M	35,258	−526	TRIM
247	MAI Capital Management	$6.5M	34,884	+255	ADD
248	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$6.5M	34,590	−463	TRIM
249	Sanctuary Advisors, LLC	$6.4M	34,533	+11,209	ADD
250	NORDEA INVESTMENT MANAGEMENT AB	$6.3M	34,444	+1,720	ADD
251	PEAK6 LLC	$6.3M	33,904	+33,904	NEW
252	SHEETS SMITH WEALTH MANAGEMENT	$6.3M	33,894	+1,027	ADD
253	Eurizon Capital SGR S.p.A.	$6.2M	33,315	−5,083	TRIM
254	D.A. DAVIDSON & CO.	$6.1M	32,846	+2,735	ADD
255	Bank Julius Baer & Co. Ltd, Zurich	$6.1M	32,760	+5,787	ADD
256	OP Asset Management Ltd	$6.1M	32,570	—	NO PRIOR
257	Concurrent Investment Advisors, LLC	$6.0M	32,069	−1,409	TRIM
258	Triasima Portfolio Management inc.	$5.9M	31,393	+31,393	NEW
259	Investment Management Corp of Ontario	$5.8M	31,066	+1,200	ADD
260	Cornerstone Wealth Group, LLC	$5.7M	27,730	+260	ADD
261	BROWN ADVISORY INC	$5.7M	30,382	−2,301	TRIM
262	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$5.7M	30,376	+465	ADD
263	Summit Trail Advisors, LLC	$5.6M	30,279	−11,695	TRIM
264	Riverview Capital Advisers, LLC	$5.5M	29,525	−22,474	TRIM
265	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$5.4M	30,171	−4,063	TRIM
266	Crossmark Global Holdings, Inc.	$5.4M	29,042	—	NO PRIOR
267	Vanderbilt University	$5.4M	28,903	+420	ADD
268	Avanza Fonder AB	$5.3M	28,440	0	NO CHANGE
269	Waterloo Capital, L.P.	$5.3M	28,237	+5,414	ADD
270	OPPENHEIMER & CO INC	$5.2M	28,104	−343	TRIM
271	JACOBS LEVY EQUITY MANAGEMENT, INC	$5.2M	27,795	−771	TRIM
272	Rafferty Asset Management, LLC	$5.2M	27,791	−10,217	TRIM
273	Truvestments Capital LLC	$5.1M	27,567	−640	TRIM
274	Naviter Wealth, LLC	$5.1M	27,211	+2,833	ADD
275	Integrated Advisors Network LLC	$5.0M	26,651	+7,434	ADD
276	BRUNI J V & CO /CO	$4.9M	26,475	−961	TRIM
277	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$4.9M	26,350	+21,049	ADD
278	Soltis Investment Advisors LLC	$4.9M	26,335	+1,256	ADD
279	CI INVESTMENTS INC.	$4.8M	25,913	−90	TRIM
280	Private Advisor Group, LLC	$4.6M	24,896	−4,743	TRIM
281	FEDERATED HERMES, INC.	$4.5M	24,187	−40,133	TRIM
282	Generali Investments CEE, investicni spolecnost, a.s.	$4.5M	24,102	0	NO CHANGE
283	RWA WEALTH PARTNERS, LLC	$4.4M	23,818	−807	TRIM
284	Venture Visionary Partners LLC	$4.4M	23,687	+673	ADD
285	Brookstone Capital Management	$4.4M	23,555	−176	TRIM
286	Vertrix Wealth Management, LLC	$4.4M	23,335	—	NO PRIOR
287	Fiduciary Group, LLC	$4.3M	23,115	−173	TRIM
288	Vident Advisory, LLC	$4.3M	22,850	−6,756	TRIM
289	J. Safra Sarasin Holding AG	$4.2M	22,664	+17,238	ADD
290	Edgestream Partners, L.P.	$4.2M	22,429	−21,234	TRIM
291	CWM, LLC	$4.2M	22,262	−228	TRIM
292	SAM Advisors, LLC	$4.1M	22,016	+278	ADD
293	Oak Thistle LLC	$4.1M	21,795	+16,365	ADD
294	Yarbrough Capital, LLC	$4.0M	21,500	0	NO CHANGE
295	BURNEY CO/	$4.0M	21,432	−3,462	TRIM
296	Quantbot Technologies LP	$4.0M	21,405	+14,969	ADD
297	TWO SIGMA INVESTMENTS, LP	$3.9M	21,102	+21,102	NEW
298	Atria Investments, Inc	$3.9M	20,977	−681	TRIM
299	W.G. Shaheen & Associates DBA Whitney & Co	$3.9M	20,849	−400	TRIM
300	OMERS ADMINISTRATION Corp	$3.8M	20,432	+6,830	ADD
301	MidFirst Bank	$3.8M	20,338	+1,638	ADD
302	Del-Sette Capital Management, LLC	$3.8M	20,225	+1,365	ADD
303	Prospera Financial Services Inc	$3.7M	20,034	−885	TRIM
304	MIZUHO SECURITIES USA LLC	$3.7M	19,661	−4,110	TRIM
305	GeoWealth Management, LLC	$3.7M	19,624	−1,441	TRIM
306	Allworth Financial LP	$3.7M	19,609	−1,214	TRIM
307	COMMERCE BANK	$3.7M	19,601	−2,086	TRIM
308	DRW Securities, LLC	$3.6M	19,146	+19,146	NEW
309	Equitable Holdings, Inc.	$3.6M	19,213	+1,421	ADD
310	BLAIR WILLIAM & CO/IL	$3.5M	19,026	+2,629	ADD
311	FIFTH THIRD BANCORP	$3.5M	18,636	−515	TRIM
312	New Insight Wealth Advisors	$3.3M	17,768	−1,755	TRIM
313	Modern Wealth Management, LLC	$3.3M	17,495	−1,590	TRIM
314	J. Goldman & Co LP	$3.3M	17,500	+17,500	NEW
315	Lido Advisors, LLC	$3.2M	17,417	+306	ADD
316	Schonfeld Strategic Advisors LLC	$3.2M	17,297	+15,880	ADD
317	Fideuram Asset Management (Ireland) dac	$3.1M	17,107	+4,641	ADD
318	NOMURA HOLDINGS INC	$3.1M	16,753	+800	ADD
319	ALPINE WOODS CAPITAL INVESTORS, LLC	$3.1M	16,470	+3,246	ADD
320	Maryland State Retirement & Pension System	$3.0M	16,325	0	NO CHANGE
321	CHOREO, LLC	$3.0M	16,183	+112	ADD
322	OpenArc Corporate Advisory, LLC	$3.0M	16,015	+289	ADD
323	EVOLVE PRIVATE WEALTH, LLC	$2.9M	15,754	−50	TRIM
324	Summit Financial, LLC	$2.9M	15,604	+11,928	ADD
325	Bayhunt Capital LLC	$2.9M	15,696	−52,986	TRIM
326	WESTPAC BANKING CORP	$2.9M	15,460	−740	TRIM
327	DoubleLine ETF Adviser LP	$2.9M	15,439	−4,818	TRIM
328	HUB Investment Partners, LLC	$2.9M	15,384	+84	ADD
329	Braeburn Wealth Management LLC	$2.8M	15,271	0	NO CHANGE
330	Slagle Financial, LLC	$2.8M	15,027	+566	ADD
331	BDF-GESTION	$2.8M	15,021	−5,000	TRIM
332	FINANCIAL MANAGEMENT NETWORK INC	$2.8M	14,076	−399	TRIM
333	ODDO BHF ASSET MANAGEMENT SAS	$2.8M	14,894	+688	ADD
334	AG2R LA MONDIALE GESTION D'ACTIFS	$2.8M	14,889	+17	ADD
335	LMR Partners LLP	$2.7M	14,722	+10,684	ADD
336	XTX Topco Ltd	$2.7M	14,700	+13,518	ADD
337	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$2.7M	14,532	+14,532	NEW
338	TOCQUEVILLE ASSET MANAGEMENT L.P.	$2.7M	14,338	−782	TRIM
339	Composition Wealth, LLC	$2.7M	14,283	−115	TRIM
340	GUGGENHEIM CAPITAL LLC	$2.7M	14,258	+3,006	ADD
341	Stamos Capital Partners, L.P.	$2.7M	14,209	−832	TRIM
342	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$2.6M	13,879	−2,589	TRIM
343	FOUNDATIONS INVESTMENT ADVISORS, LLC	$2.6M	13,868	−5,787	TRIM
344	INTECH INVESTMENT MANAGEMENT LLC	$2.5M	13,662	−85	TRIM
345	Donoghue Forlines LLC	$2.5M	13,474	−7,325	TRIM
346	Hudson Canyon Capital Management	$2.5M	13,421	−74	TRIM
347	KESTRA PRIVATE WEALTH SERVICES, LLC	$2.5M	13,387	+239	ADD
348	MUFG Securities EMEA plc	$2.5M	13,333	−67	TRIM
349	Caprock Group, LLC	$2.4M	13,127	−3,179	TRIM
350	Cresset Asset Management, LLC	$2.4M	13,061	+148	ADD
351	FORTEM FINANCIAL GROUP, LLC	$2.4M	13,011	+790	ADD
352	ADELL HARRIMAN & CARPENTER INC	$2.4M	12,893	−565	TRIM
353	Sigma Planning Corp	$2.4M	12,822	+560	ADD
354	Woodline Partners LP	$2.4M	12,733	−42,967	TRIM
355	Dai-ichi Life Insurance Company, Ltd	$2.4M	12,731	+359	ADD
356	Merit Financial Group, LLC	$2.4M	12,692	+2,233	ADD
357	Plato Investment Management Ltd	$2.4M	12,683	−1,120	TRIM
358	RED CEDAR INVESTMENT MANAGEMENT, LLC	$2.4M	12,685	−63	TRIM
359	CARRET ASSET MANAGEMENT, LLC	$2.4M	12,653	−220	TRIM
360	CASCADE INVESTMENT GROUP, INC.	$2.4M	12,625	−471	TRIM
361	CIM, LLC	$2.3M	12,594	+2	ADD
362	ABN AMRO INVESTMENT SOLUTIONS	$2.3M	12,553	+12,553	NEW
363	Steward Partners Investment Advisory, LLC	$2.3M	12,545	+574	ADD
364	DIVERSIFY WEALTH MANAGEMENT, LLC	$2.3M	11,469	+8,137	ADD
365	CCM INVESTMENT ADVISERS LLC	$2.3M	12,120	0	NO CHANGE
366	M&G Plc	$2.3M	12,066	+69	ADD
367	Pasadena Private Wealth, LLC	$2.3M	12,063	+21	ADD
368	Saudi Central Bank	$2.2M	12,050	+12,050	NEW
369	BLI - Banque de Luxembourg Investments	$2.2M	12,100	+12,100	NEW
370	SIGNET FINANCIAL MANAGEMENT, LLC	$2.2M	11,888	−109	TRIM
371	Candriam S.C.A.	$2.2M	11,835	+141	ADD
372	ASSETMARK, INC	$2.2M	11,758	−1,338	TRIM
373	Redmond Asset Management, LLC	$2.2M	11,585	−2,859	TRIM
374	Presima Securities ULC	$2.1M	11,492	0	NO CHANGE
375	BCGM Wealth Management, LLC	$2.1M	11,354	+551	ADD
376	Callan Family Office, LLC	$2.1M	11,188	−116	TRIM
377	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.1M	11,177	−44	TRIM
378	Perpetual Ltd	$2.1M	11,169	−1,894	TRIM
379	MGO ONE SEVEN LLC	$2.1M	11,001	+535	ADD
380	QUADRANT CAPITAL GROUP LLC	$2.0M	10,882	+239	ADD
381	NORDEN GROUP LLC	$2.0M	10,833	−68	TRIM
382	ARBOR CAPITAL MANAGEMENT INC /ADV	$2.0M	10,276	−175	TRIM
383	Vestmark Advisory Solutions, Inc.	$2.0M	10,733	+5,582	ADD
384	Westerkirk Capital Inc.	$2.0M	10,700	−500	TRIM
385	HOWLAND CAPITAL MANAGEMENT LLC	$2.0M	10,602	0	NO CHANGE
386	E. Ohman J:or Asset Management AB	$2.0M	10,529	−500	TRIM
387	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.9M	10,406	−24	TRIM
388	Morangie Management LLC	$1.9M	10,272	0	NO CHANGE
389	Cascade Investment Advisors, Inc.	$1.9M	10,233	−80	TRIM
390	Diligent Investors, LLC	$1.9M	10,202	+9	ADD
391	Generali Asset Management SPA SGR	$1.9M	10,103	+930	ADD
392	Orion Porfolio Solutions, LLC	$1.9M	10,101	−330	TRIM
393	Meeder Advisory Services, Inc.	$1.9M	10,017	+460	ADD
394	Sarasin & Partners LLP	$1.9M	10,014	−251	TRIM
395	ELEVATION POINT WEALTH PARTNERS, LLC	$1.9M	9,999	+7,924	ADD
396	Mystic Asset Management, Inc.	$1.9M	9,967	−105	TRIM
397	LDR Capital Management LLC	$1.8M	9,861	0	NO CHANGE
398	TEMA ETFS LLC	$1.8M	9,823	+49	ADD
399	Cullen Capital Management, LLC	$1.8M	9,821	+571	ADD
400	Sequoia Financial Advisors, LLC	$1.8M	9,778	+705	ADD
401	Hennion & Walsh Asset Management, Inc.	$1.8M	9,756	−241	TRIM
402	Convergence Investment Partners, LLC	$1.8M	9,712	+1,128	ADD
403	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.8M	9,665	−49,788	TRIM
404	Pine Valley Investments Ltd Liability Co	$1.8M	9,581	−497	TRIM
405	PRINCIPAL SECURITIES, INC.	$1.8M	9,475	+386	ADD
406	North Dakota State Investment Board	$1.8M	9,385	−1,724	TRIM
407	GREENLEAF TRUST	$1.7M	9,344	+464	ADD
408	Moran Wealth Management, LLC	$1.7M	9,321	−3,853	TRIM
409	Sowell Financial Services LLC	$1.7M	9,221	−1,036	TRIM
410	MUFG SECURITIES AMERICAS INC.	$1.7M	8,999	+204	ADD
411	Jefferies Financial Group Inc.	$1.7M	8,898	+3,219	ADD
412	SECURIAN ASSET MANAGEMENT, INC	$1.6M	8,777	−100	TRIM
413	Siemens Fonds Invest GmbH	$1.6M	8,771	+88	ADD
414	Richard Bernstein Advisors LLC	$1.6M	8,759	+8,759	NEW
415	Squarepoint Ops LLC	$1.6M	8,645	−55	TRIM
416	COLDSTREAM CAPITAL MANAGEMENT INC	$1.6M	8,573	+1,197	ADD
417	InTrack Investment Management Inc	$1.6M	8,571	−92	TRIM
418	Apollon Wealth Management, LLC	$1.6M	8,550	+266	ADD
419	Family Manage LLC	$1.6M	8,395	+8,395	NEW
420	AFFINITY INVESTMENT ADVISORS, LLC	$1.5M	8,288	+154	ADD
421	HB Wealth Management, LLC	$1.5M	8,229	+622	ADD
422	Vontobel Holding Ltd.	$1.5M	8,117	+2,547	ADD
423	Emergent Wealth Advisors, LLC	$1.5M	8,110	+163	ADD
424	Perigon Wealth Management, LLC	$1.5M	7,957	−13	TRIM
425	Bedel Financial Consulting, Inc.	$1.4M	7,718	−157	TRIM
426	Legacy Wealth Asset Management, LLC	$1.4M	7,701	−334	TRIM
427	Brooklyn Investment Group	$1.4M	7,621	+3,182	ADD
428	Wedmont Private Capital	$1.4M	7,281	−108	TRIM
429	Advisors Asset Management, Inc.	$1.4M	7,553	−6,060	TRIM
430	Frank, Rimerman Advisors LLC	$1.4M	7,499	−3	TRIM
431	Vise Technologies, Inc.	$1.4M	7,532	0	NO CHANGE
432	PINNACLE ASSOCIATES LTD	$1.4M	7,472	+480	ADD
433	Capital International Sarl	$1.4M	7,431	+1,783	ADD
434	KEYBANK NATIONAL ASSOCIATION/OH	$1.4M	7,273	−401	TRIM
435	Qtron Investments LLC	$1.4M	7,270	0	NO CHANGE
436	Assenagon Asset Management S.A.	$1.3M	7,223	+254	ADD
437	EVERGREEN CAPITAL MANAGEMENT LLC	$1.3M	7,178	+1,315	ADD
438	Yelin Lapidot Holdings Management Ltd.	$1.3M	7,150	0	NO CHANGE
439	Portside Wealth Group, LLC	$1.3M	7,106	+170	ADD
440	BALYASNY ASSET MANAGEMENT L.P.	$1.3M	7,015	+2,129	ADD
441	Cypress Capital Group	$1.3M	7,012	−5	TRIM
442	BENJAMIN EDWARDS INC	$1.3M	6,862	+264	ADD
443	CHILTON CAPITAL MANAGEMENT LLC	$1.3M	6,750	+2,323	ADD
444	NewEdge Wealth, LLC	$1.3M	6,726	−4,540	TRIM
445	Kintegral Advisory, LLC	$1.3M	6,704	−297	TRIM
446	Knollwood Investment Advisory, LLC	$1.2M	6,650	0	NO CHANGE
447	Walleye Trading LLC	$1.2M	6,649	+6,649	NEW
448	NOVEM GROUP	$1.2M	6,631	+222	ADD
449	Savant Capital, LLC	$1.2M	6,567	+1,969	ADD
450	Ascentis Independent Advisors	$1.2M	6,552	+52	ADD
451	BOOTHBAY FUND MANAGEMENT, LLC	$1.2M	6,538	+2,694	ADD
452	SIGNATUREFD, LLC	$1.2M	6,521	+395	ADD
453	one8zero8, LLC	$1.2M	6,472	−470	TRIM
454	RENAISSANCE GROUP LLC	$1.2M	6,426	−479	TRIM
455	First Pacific Financial	$1.2M	6,358	+1,219	ADD
456	MARINO, STRAM & ASSOCIATES LLC	$1.2M	6,337	+7	ADD
457	MARK ASSET MANAGEMENT LP	$1.2M	6,253	−1,895	TRIM
458	Solidarity Wealth, LLC	$1.2M	6,210	−6	TRIM
459	DAVENPORT & Co LLC	$1.1M	6,153	+1,255	ADD
460	Everhart Financial Group, Inc.	$1.1M	6,132	+789	ADD
461	SECURED RETIREMENT ADVISORS, LLC	$1.1M	6,122	−151	TRIM
462	KG Capital Management	$1.1M	6,561	−1,211	TRIM
463	Snowden Capital Advisors LLC	$1.1M	5,937	+949	ADD
464	OneDigital Investment Advisors LLC	$1.1M	5,918	+2	ADD
465	Retirement Planning Co of New England, Inc.	$1.1M	5,888	+24	ADD
466	RITHOLTZ WEALTH MANAGEMENT	$1.1M	5,884	+21	ADD
467	COHEN & STEERS, INC.	$1.1M	5,882,007	−484,256	TRIM
468	Adams Asset Advisors, LLC	$1.1M	5,789	0	NO CHANGE
469	HBK INVESTMENTS L P	$1.1M	5,778	+5,778	NEW
470	Marshall Financial Group, LLC	$1.1M	5,755	+7	ADD
471	INDEPENDENT FINANCIAL GROUP, LLC	$1.1M	5,716	—	NO PRIOR
472	NWAM LLC	$1.1M	5,695	+1,264	ADD
473	WHITE PINE CAPITAL LLC	$1.1M	5,689	+1,632	ADD
474	Indivisible Partners	$1.0M	5,556	+5,556	NEW
475	GTS SECURITIES LLC	$1.0M	5,488	+2,201	ADD
476	Compound Planning, Inc.	$998K	5,350	+255	ADD
477	Quantum Portfolio Management LLC	$987K	5,292	−134	TRIM
478	Genesee Capital Advisors, LLC	$980K	5,255	−463	TRIM
479	Fifth Third Wealth Advisors LLC	$971K	5,207	+1,269	ADD
480	Perbak Capital Partners LLP	$968K	5,187	+3,954	ADD
481	Radnor Capital Management, LLC	$949K	5,087	0	NO CHANGE
482	TrueWealth Advisors, LLC	$944K	5,060	0	NO CHANGE
483	AMERICAN ASSETS INC	$933K	5,000	0	NO CHANGE
484	OPPENHEIMER ASSET MANAGEMENT INC.	$931K	4,991	−78	TRIM
485	World Investment Advisors	$929K	4,979	+4	ADD
486	VestGen Advisors, LLC	$924K	4,492	+396	ADD
487	Ballentine Partners, LLC	$919K	4,926	+111	ADD
488	Smartleaf Asset Management LLC	$907K	4,974	+678	ADD
489	TD Waterhouse Canada Inc.	$904K	4,816	+1,867	ADD
490	CLOUGH CAPITAL PARTNERS L P	$895K	4,800	0	NO CHANGE
491	MSH Capital Advisors LLC	$893K	4,789	+34	ADD
492	TBH Global Asset Management, LLC	$893K	4,787	−17	TRIM
493	Harvest Portfolios Group Inc.	$882K	4,730	−2,560	TRIM
494	CacheTech Inc.	$880K	4,720	+565	ADD
495	BRADLEY FOSTER & SARGENT INC/CT	$878K	4,707	+114	ADD
496	Pinnacle Wealth Management Advisory Group, LLC	$875K	4,692	+202	ADD
497	Checchi Capital Advisers, LLC	$875K	4,690	+261	ADD
498	Applied Finance Capital Management, LLC	$871K	4,668	−113	TRIM
499	Veridan Wealth LLC	$861K	4,618	+55	ADD
500	Regal Investment Advisors LLC	$860K	4,611	−98	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · SPG

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Tudor Investment Corp, Gotham Asset Management, Bridgewater Associates $37.9M held
Trimming: 0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · SIMON PPTY GROUP INC NEW

Merged timeline of congressional filings and notable-manager moves on SPG
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	ADD	+127,377 sh
2026-05-15	Gotham Asset Management 13F	ADD	+21,980 sh
2026-05-15	Bridgewater Associates 13F	ADD	+2,102 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

19 members of Congress disclosed SPG — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).