Simon Property Group, Inc.
AT ˙ WBAG ˙ US8288061091
181,25 € ↑4,25 (2,40%)
2026-06-05
DEL PRIS
SecurityAT:SPGR / Simon Property Group, Inc.
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership38,452 shares
Latest Disclosed Value $ 7,172,452
Baird Financial Group, Inc. reports 10.18% increase in ownership of SPGR / Simon Property Group, Inc.

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 38,452 shares of Simon Property Group, Inc. (AT:SPGR) valued at $6,144,630 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 34,900 shares of Simon Property Group, Inc.. This represents a change in shares of 10.18% during the quarter. The current value of the position is $6,969,425 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)
2026-05-14 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 38,452 3,552 10.18 7,172 11.02 0.0112
2026-02-13 2025-12-31 13F SIMON PPTY GROUP INC NEW COM COMMON 828806109 34,900 -179 -0.51 6,460 -1.87 0.0101
2025-11-13 2025-09-30 13F SIMON PPTY GROUP INC COMMON 828806109 35,079 -660 -1.85 6,583 14.59 0.0106
2025-08-13 2025-06-30 13F SIMON PPTY GROUP INC NEW COM COMMON 828806109 35,739 -495 -1.37 5,745 -4.52 0.0101
2025-05-15 2025-03-31 13F SIMON PPTY GROUP INC NEW COM COMMON 828806109 36,234 -4,031 -10.01 6,018 -13.22 0.0116
2025-02-14 2024-12-31 13F SIMON PPTY GROUP INC COMMON 828806109 40,265 140 0.35 6,934 2.26 0.0133
2024-11-14 2024-09-30 13F SIMON PPTY GROUP INC COMMON 828806109 40,125 -1,593 -3.82 6,782 7.09 0.0132
2024-08-14 2024-06-30 13F SIMON PPTY GROUP INC COMMON 828806109 41,718 1,680 4.20 6,333 1.07 0.0131
2024-05-14 2024-03-31 13F SIMON PPTY GROUP INC COMMON 828806109 40,038 -3,569 -8.18 6,266 0.72 0.0131
2024-02-14 2023-12-31 13F SIMON PPTY GROUP INC COMMON 828806109 43,607 -1,551 -3.43 6,220 27.51 0.0142
2023-11-13 2023-09-30 13F SIMON PPTY GROUP INC COMMON 828806109 45,158 -334 -0.73 4,878 -7.14 0.0133
2023-08-11 2023-06-30 13F SIMON PPTY GROUP INC COMMON 828806109 45,492 287 0.63 5,253 3.79 0.0139
2023-05-15 2023-03-31 13F SIMON PPTY GROUP INC COMMON 828806109 45,205 -335 -0.74 5,062 101,120.00 0.0125
2023-02-13 2022-12-31 13F SIMON PPTY GROUP INC COMMON 828806109 45,540 -6,989 -13.31 5 -99.89 0.0141
2022-11-15 2022-09-30 13F SIMON PPTY GROUP INC COMMON 828806109 52,529 -4,821 -8.41 4,714 -13.39 0.0139
2022-08-08 2022-06-30 13F SIMON PPTY GROUP INC COMMON 828806109 57,350 938 1.66 5,443 -26.66 0.0151
2022-05-13 2022-03-31 13F SIMON PPTY GROUP INC COMMON 828806109 56,412 -29,815 -34.58 7,422 -46.12 0.0183
2022-02-09 2021-12-31 13F SIMON PPTY GROUP INC NEW COM COMMON 828806109 86,227 16,103 22.96 13,776 51.15 0.0322
2021-11-12 2021-09-30 13F SIMON PPTY GROUP INC NEW COM COMMON 828806109 70,124 -20,443 -22.57 9,114 -22.87 0.0233
2021-08-11 2021-06-30 13F SIMON PPTY GROUP INC NEW COM COMMON 828806109 90,567 2,183 2.47 11,817 17.51 0.0307
2021-05-13 2021-03-31 13F SIMON PPTY GROUP INC NEW COM COMMON 828806109 88,384 -31,609 -26.34 10,056 -1.73 0.0282
2021-02-11 2020-12-31 13F SIMON PPTY GROUP INC NEW COM COMMON 828806109 119,993 -1,030 -0.85 10,233 30.72 0.0306
2020-11-12 2020-09-30 13F SIMON PPTY GROUP INC NEW COM COMMON 828806109 121,023 -27,659 -18.60 7,828 -23.01 0.0268
2020-10-22 2020-06-30 13F/A-1 SIMON PPTY GROUP INC NEW COM COMMON 828806109 148,682 3,177 2.18 10,167 27.36 0.0383
2020-08-14 2020-06-30 13F SIMON PPTY GROUP INC NEW COM COMMON 828806109 168,678 23,173 24,558 48,668.3765
2020-05-14 2020-03-31 13F SIMON PPTY GROUP INC NEW COM COMMON 828806109 145,505 -20,613 -12.41 7,983 -67.74 0.0365
2020-02-14 2019-12-31 13F SIMON PPTY GROUP INC NEW COM COMMON 828806109 166,118 42,136 33.99 24,745 28.23 0.0888
2019-11-14 2019-09-30 13F SIMON PROPERTY GROUP Common 828806109 123,982 43,269 53.61 19,297 49.65 0.0760
2019-08-14 2019-06-30 13F SIMON PROPERTY GROUP COMMON 828806109 80,713 69,547 622.85 12,895 533.66 0.0501
2019-05-14 2019-03-31 13F SIMON PPTY GROUP INC COMMON 828806109 11,166 -348 -3.02 2,035 5.22 0.0119
2019-02-14 2018-12-31 13F SIMON PPTY GROUP INC COMMON 828806109 11,514 467 4.23 1,934 -0.87 0.0131
2018-11-13 2018-09-30 13F SIMON PPTY GROUP INC COMMON 828806109 11,047 -1,921 -14.81 1,951 -11.60 0.0122
2018-08-13 2018-06-30 13F SIMON PPTY GROUP INC COMMON 828806109 12,968 13 0.10 2,207 10.35 0.0150
2018-05-14 2018-03-31 13F SIMON PPTY GROUP INC COMMON 828806109 12,955 -532 -3.94 2,000 -13.64 0.0141
2018-02-09 2017-12-31 13F SIMON PPTY GROUP INC COMMON 828806109 13,487 -2,917 -17.78 2,316 -12.31 0.0164
2017-11-14 2017-09-30 13F SIMON PPTY GROUP INC COMMON 828806109 16,404 -341 -2.04 2,641 -2.51 0.0199
2017-08-14 2017-06-30 13F SIMON PPTY GROUP INC COMMON 828806109 16,745 -20,061 -54.50 2,709 -57.22 0.0212
2017-06-19 2017-03-31 13F/A-1 SIMON PPTY GROUP INC COMMON 828806109 36,806 1,940 5.56 6,332 2.21 0.0512
2017-05-09 2017-03-31 13F SIMON PPTY GROUP INC COMMON 828806109 36,806 6,332
2017-02-10 2016-12-31 13F SIMON PPTY GROUP INC COMMON 828806109 34,866 3,473 11.06 6,195 -4.68 0.0538
2016-11-10 2016-09-30 13F SIMON PPTY GROUP INC COMMON 828806109 31,393 1,711 5.76 6,499 0.95 0.0582
2016-08-11 2016-06-30 13F SIMON PPTY GROUP INC COMMON 828806109 29,682 9,226 45.10 6,438 51.52 0.0590
2016-05-12 2016-03-31 13F SIMON PPTY GROUP INC COMMON 828806109 20,456 -32 -0.16 4,249 6.65 0.0407
2016-02-11 2015-12-31 13F SIMON PPTY GROUP INC COMMON 828806109 20,488 0 0.00 3,984 5.84 0.0398
2015-11-12 2015-09-30 13F SIMON PPTY GROUP INC COMMON 828806109 20,488 64 0.31 3,764 6.51 0.0400
2015-08-14 2015-06-30 13F SIMON PPTY GROUP INC COMMON 828806109 20,424 20,424 3,534 0.0348
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.