Who holds SPGticker 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 ↗

1,021

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$48.2B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

483

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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	Purchase	$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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

19 members of Congress disclosed SPG — the congressional view ↗