Simon Property Group, Inc.
AT ˙ WBAG ˙ US8288061091
181,25 € ↑4,25 (2,40%)
2026-06-05
DEL PRIS
SecurityAT:SPGR / Simon Property Group, Inc.
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership24,421 shares
Latest Disclosed Value $ 4,520,534
CIBC Private Wealth Group, LLC reports 0.48% increase in ownership of SPGR / Simon Property Group, Inc.

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 24,421 shares of Simon Property Group, Inc. (AT:SPGR) valued at $4,520,534 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 24,304 shares of Simon Property Group, Inc.. This represents a change in shares of 0.48% during the quarter. The current value of the position is $4,426,306 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)
2026-02-12 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 24,421 117 0.48 4,521 -0.90 0.0076
2025-11-24 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 24,304 4,343 21.76 4,561 42.18 0.0078
2025-08-12 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 19,961 -1,391 -6.51 3,209 7.04 0.0057
2025-05-14 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 21,352 3,942 22.64 2,997 -1.45 0.0063
2025-02-12 2024-12-31 13F SIMON PROP GROUP COM 828806109 17,410 13,206 314.13 3,041 328.31 0.0055
2024-11-13 2024-09-30 13F SIMON PROP GROUP COM 828806109 4,204 -313 -6.93 710 7.09 0.0013
2024-08-09 2024-06-30 13F SIMON PROP GROUP COM 828806109 4,517 -692 -13.28 663 -17.02 0.0012
2024-05-10 2024-03-31 13F SIMON PROP GROUP COM 828806109 5,209 192 3.83 799 11.75 0.0016
2024-02-13 2023-12-31 13F SIMON PPTY GROUP INC NEW COM COM 828806109 5,017 696 16.11 716 53.43 0.0015
2023-11-13 2023-09-30 13F SIMON PPTY GROUP INC NEW COM COM 828806109 4,321 4,321 467 0.0011
2023-11-21 2023-03-31 13F/A-1 SIMON PROP GROUP COM 828806109 0 -1,901 -100.00 0 -100.00
2023-05-11 2023-03-31 13F SIMON PPTY GROUP INC NEW COM COM 828806109 0 -1,901 0
2023-06-01 2022-12-31 13F/A-2 SIMON PROP GROUP COM 828806109 1,901 -1,246 -39.59 223 -20.92 0.0008
2023-02-14 2022-12-31 13F/A-1 SIMON PPTY GROUP INC NEW COM COM 828806109 1,901 -1,246 223 0.0005
2023-02-13 2022-12-31 13F SIMON PPTY GROUP INC NEW COM COM 828806109 1,901 -1,246 360 0.0000
2022-11-15 2022-09-30 13F SIMON PPTY GROUP INC NEW COM COM 828806109 3,147 -2,805 -47.13 282 -50.09 0.0008
2022-08-03 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 5,952 4,213 242.27 565 146.72 0.0015
2022-05-16 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,739 -285 -14.08 229 -29.10 0.0005
2022-04-04 2021-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 2,024 2,024 323 0.0007
2022-02-08 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,024 2,024 323 0.0007
2021-11-12 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 0 -2,128 -100.00 0 -100.00
2021-08-16 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,128 85 4.16 278 19.83 0.0006
2021-05-12 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,043 2,043 232 0.0006
2021-02-12 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 0 -7,761 -100.00 0 -100.00
2020-11-03 2020-09-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 7,761 7,761 531 0.0016
2020-08-13 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 0 -8,080 -100.00 0 -100.00
2020-05-15 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 8,080 8,080 443 0.0019
2019-10-16 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 0 -10,623 -100.00 0 -100.00
2019-07-31 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 10,623 -65 -0.61 1,697 -12.89 0.0060
2019-05-10 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 10,688 159 1.51 1,948 10.12 0.0075
2019-02-05 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 10,529 -145 -1.36 1,769 -6.15 0.0079
2018-11-14 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 10,674 -167 -1.54 1,885 2.11 0.0071
2018-08-02 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 10,841 10,282 1,839.36 1,846 2,046.51 0.0075
2018-05-17 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 559 -91 -14.00 86 -23.21 0.0004
2018-02-12 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 650 -23,596 -97.32 112 -97.13 0.0005
2017-12-21 2017-09-30 13F/A-1 SIMON PPTY GROUP INC NEW COM COM 828806109 24,246 -378,785 -93.98 3,905 -94.01 0.0178
2017-11-14 2017-09-30 13F SIMON PPTY GROUP INC NEW COM COM 828806109 24,246 -378,785 3,905
2017-08-09 2017-06-30 13F SIMON PPTY GROUP INC NEW COM Com 828806109 403,031 -279 -0.07 65,194 -6.03 0.4093
2017-05-10 2017-03-31 13F SIMON PPTY GROUP INC NEW COM Com 828806109 403,310 1,184 0.29 69,381 -2.89 0.4358
2017-02-13 2016-12-31 13F SIMON PPTY GROUP INC NEW COM Com 828806109 402,126 3,318 0.83 71,446 -13.46 0.4724
2016-11-09 2016-09-30 13F SIMON PPTY GROUP INC NEW COM Com 828806109 398,808 10,260 2.64 82,557 -2.04 0.5726
2016-08-11 2016-06-30 13F SIMON PPTY GROUP INC NEW COM Com 828806109 388,548 8,185 2.15 84,277 6.68 0.6152
2016-05-11 2016-03-31 13F SIMON PPTY GROUP INC NEW COM Com 828806109 380,363 13,626 3.72 78,998 10.78 0.6104
2016-02-10 2015-12-31 13F SIMON PPTY GROUP INC NEW COM Com 828806109 366,737 1,600 0.44 71,308 6.30 0.5580
2015-11-12 2015-09-30 13F SIMON PPTY GROUP INC NEW COM Com 828806109 365,137 4,362 1.21 67,083 7.47 0.5519
2015-08-13 2015-06-30 13F SIMON PPTY GROUP INC NEW COM Com 828806109 360,775 1,980 0.55 62,422 -11.07 0.4543
2015-05-11 2015-03-31 13F SIMON PPTY GROUP INC NEW COM Com 828806109 358,795 2,340 0.66 70,195 8.14 0.5186
2015-02-12 2014-12-31 13F SIMON PPTY GROUP INC NEW COM Com 828806109 356,455 2,184 0.62 64,913 11.44 0.4968
2014-11-12 2014-09-30 13F SIMON PPTY GROUP INC NEW COM Com 828806109 354,271 -407 -0.11 58,250 -1.23 0.4581
2014-08-13 2014-06-30 13F SIMON PPTY GROUP INC NEW COM Com 828806109 354,678 2,190 0.62 58,976 1.73 0.4786
2014-05-14 2014-03-31 13F SIMON PPTY GROUP INC NEW COM COM 828806109 352,488 352,488 57,974 0.4929
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.