Simon Property Group, Inc.
AT ˙ WBAG ˙ US8288061091
181,25 € ↑4,25 (2,40%)
2026-06-05
DEL PRIS
SecurityAT:SPGR / Simon Property Group, Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership57,834 shares
Latest Disclosed Value $ 10,793,551
Advisor Group Holdings, Inc. reports 19.86% increase in ownership of SPGR / Simon Property Group, Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 57,834 shares of Simon Property Group, Inc. (AT:SPGR) valued at $9,241,873 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 48,253 shares of Simon Property Group, Inc.. This represents a change in shares of 19.86% during the quarter. The current value of the position is $10,482,412 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 57,834 9,581 19.86 10,794 20.74 0.0092
2026-02-17 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 48,253 -26,655 -35.58 8,940 -35.38 0.0131
2025-11-14 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 74,908 196 0.26 13,835 14.09 0.0194
2025-09-04 2025-06-30 13F/A-1 IMON PPTY GROUP INC COM 828806109 74,712 28,076 60.20 12,127 56.38 0.0216
2025-08-13 2025-06-30 13F IMON PPTY GROUP INC COM 828806109 59,084 12,448 10,012 0.0116
2025-05-12 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 46,636 -2,968 -5.98 7,754 8.37 0.0173
2025-06-06 2024-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 49,604 1,257 2.60 7,155 -12.50 0.0161
2025-02-07 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 44,466 -3,881 6,175 0.0158
2024-11-13 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 48,347 -1,613 -3.23 8,178 7.75 0.0184
2024-08-13 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 49,960 -24,740 -33.12 7,589 -35.11 0.0179
2024-05-10 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 74,700 -58,913 -44.09 11,695 -38.71 0.0261
2024-02-12 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 133,613 -39,772 -22.94 19,080 1.78 0.0334
2023-11-13 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 173,385 45,331 35.40 18,747 26.59 0.0277
2023-08-21 2023-06-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 128,054 2,390 1.90 14,809 5.18 0.0266
2023-08-10 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 257,073 131,409 14,680 0.0040
2023-05-12 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 125,664 7,863 6.67 14,080 1.68 0.0265
2023-02-10 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 117,801 3,855 3.38 13,849 35.29 0.0280
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 113,946 -14,469 -11.27 10,236 -16.20 0.0234
2022-08-10 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 128,415 14,459 12.69 12,215 -19.34 0.0269
2022-05-04 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 113,956 9,211 8.79 15,143 -9.58 0.0294
2022-02-03 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 104,745 -2,829 -2.63 16,748 19.67 0.0317
2021-11-05 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 107,574 -7,772 -6.74 13,995 -7.08 0.0292
2021-08-02 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 115,346 34,978 43.52 15,062 64.52 0.0326
2021-05-13 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 80,368 7,790 10.73 9,155 47.76 0.0220
2021-02-10 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 72,578 -2,975 -3.94 6,196 26.63 0.0165
2020-11-12 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 75,553 8,211 12.19 4,893 6.21 0.0146
2020-08-14 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 67,342 -1,015,823 -93.78 4,607 119.07 0.0155
2020-05-18 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,083,165 1,083,165 2,103 0.0086
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.