Simon Property Group, Inc.
AT ˙ WBAG ˙ US8288061091
181,25 € ↑4,25 (2,40%)
2026-06-05
DEL PRIS
SecurityAT:SPGR / Simon Property Group, Inc.
InstitutionAdvisors Asset Management, Inc.
Latest Disclosed Ownership7,553 shares
Latest Disclosed Value $ 1,408,861
Advisors Asset Management, Inc. reports 44.52% decrease in ownership of SPGR / Simon Property Group, Inc.

On May 15, 2026 - Advisors Asset Management, Inc. filed a 13F-HR form disclosing ownership of 7,553 shares of Simon Property Group, Inc. (AT:SPGR) valued at $1,206,969 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 13,613 shares of Simon Property Group, Inc.. This represents a change in shares of -44.52% during the quarter. The current value of the position is $1,368,981 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 7,553 -6,060 -44.52 1,409 -44.10 0.0234
2026-02-12 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 13,613 -3,656 -21.17 2,520 -22.25 0.0423
2025-11-06 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 17,269 -4,660 -21.25 3,241 -8.09 0.0550
2025-08-12 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 21,929 757 3.58 3,525 0.26 0.0631
2025-05-15 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 21,172 -475 -2.19 3,516 -5.66 0.0661
2025-02-10 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 21,647 3,773 21.11 3,728 23.37 0.0687
2024-11-08 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 17,874 1,387 8.41 3,021 20.74 0.0555
2024-08-14 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 16,487 377 2.34 2,503 -0.75 0.0488
2024-05-14 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 16,110 2,148 15.38 2,521 26.62 0.0485
2024-02-14 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 13,962 -891 -6.00 1,992 24.13 0.0407
2023-11-14 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 14,853 -2,128 -12.53 1,605 -18.16 0.0346
2023-08-14 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 16,981 543 3.30 1,961 6.52 0.0401
2023-05-12 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 16,438 4,880 42.22 1,841 35.59 0.0374
2023-02-13 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 11,558 396 3.55 1,358 35.43 0.0280
2022-11-08 2022-09-30 13F SIMON PROPERTY GROUP COM 828806109 11,162 -3,244 -22.52 1,002 -26.70 0.0211
2022-08-08 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 14,406 -9,832 -40.56 1,367 -57.13 0.0259
2022-05-17 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 24,238 -3,246 -11.81 3,189 -27.37 0.0491
2022-02-15 2021-12-31 13F SIMON PROPERTY GROUP COM 828806109 27,484 -528 -1.88 4,391 20.60 0.0627
2021-11-12 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 28,012 -3,135 -10.07 3,641 -10.41 0.0554
2021-07-30 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 31,147 -15,597 -33.37 4,064 -23.58 0.0599
2021-05-07 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 46,744 -11,011 -19.07 5,318 7.98 0.0827
2021-02-12 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 57,755 -13,281 -18.70 4,925 7.18 0.0814
2020-11-16 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 71,036 -8,671 -10.88 4,595 -15.69 0.0850
2020-08-12 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 79,707 690 0.87 5,450 25.72 0.1061
2020-05-15 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 79,017 11,312 16.71 4,335 -57.02 0.1031
2020-05-20 2019-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 67,705 11,337 20.11 10,085 14.94 0.1768
2020-02-14 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 67,705 11,337 10,085 89,261.7851
2019-11-14 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 56,368 13,921 32.80 8,774 29.39 0.1616
2019-11-14 2019-06-30 13F/A-1 SIMON PROPERTY GROUP COM 828806109 42,447 12,321 40.90 6,781 23.54 0.1223
2019-08-14 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 42,447 12,321 6,781
2019-05-15 2019-03-31 13F SIMON PROPERTY GROUP COM 828806109 30,126 11,883 65.14 5,489 79.09 0.0977
2019-02-06 2018-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 18,243 6,751 58.75 3,065 50.91 0.0617
2019-01-31 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 18,243 6,751 3,065
2018-11-15 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 11,492 1,079 10.36 2,031 14.62 0.0332
2018-08-22 2018-06-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 10,413 -128 -1.21 1,772 9.52 0.0301
2018-08-15 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 992,926 982,385 1,772
2018-05-15 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 10,541 -968 -8.41 1,618 -18.16 0.0271
2018-02-13 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 11,509 -1,942 -14.44 1,977 -8.73 0.0325
2017-11-07 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 13,451 -4,431 -24.78 2,166 -25.13 0.0363
2017-08-02 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 17,882 -7,788 -30.34 2,893 -34.49 0.0484
2017-05-02 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 25,670 -16,398 -38.98 4,416 -49.29 0.0740
2016-10-31 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 42,068 -5,131 -10.87 8,708 -14.94 0.1428
2016-08-08 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 47,199 -7,384 -13.53 10,237 -9.69 0.1660
2016-05-16 2016-03-31 13F SIMON PPTY GROUP INC COM 828806109 54,583 -5,199 -8.70 11,336 -2.48 0.1886
2016-02-10 2015-12-31 13F SIMON PPTY GROUP INC COM 828806109 59,782 -7,965 -11.76 11,624 -6.60 0.1844
2015-11-16 2015-09-30 13F SIMON PPTY GROUP INC COM 828806109 67,747 -6,768 -9.08 12,446 -3.47 0.1985
2015-08-11 2015-06-30 13F SIMON PPTY GROUP INC COM 828806109 74,515 -9,882 -11.71 12,893 -21.91 0.1770
2015-05-13 2015-03-31 13F SIMON PPTY GROUP INC COM 828806109 84,397 -12,152 -12.59 16,511 -6.10 0.2199
2015-02-05 2014-12-31 13F SIMON PPTY GROUP INC COM 828806109 96,549 5,955 6.57 17,583 18.05 0.2357
2014-11-13 2014-09-30 13F SIMON PPTY GROUP INC COM 828806109 90,594 7,952 9.62 14,895 8.39 0.2054
2014-08-14 2014-06-30 13F SIMON PPTY GROUP INC COM 828806109 82,642 3,763 4.77 13,742 6.23 0.1905
2014-05-15 2014-03-31 13F SIMON PPTY GROUP INC COM 828806109 78,879 1,082 1.39 12,936 9.28 0.1961
2014-02-03 2013-12-31 13F SIMON PPTY GROUP INC COM 828806109 77,797 564 0.73 11,838 3.41 0.1908
2013-11-15 2013-09-30 13F SIMON PPTY GROUP INC COM 828806109 77,233 8,435 12.26 11,448 5.37 0.2032
2013-08-14 2013-06-30 13F SIMON PPTY GROUP INC COM 828806109 68,798 68,798 10,865 0.2053
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.