Simon Property Group, Inc.
AT ˙ WBAG ˙ US8288061091
175,90 € ↓ -0,40 (-0,23%)
2026-06-03
DEL PRIS
SecurityAT:SPGR / Simon Property Group, Inc.
InstitutionTruist Financial Corp
Latest Disclosed Ownership40,402 shares
Latest Disclosed Value $ 7,536,106
Truist Financial Corp reports 1.24% decrease in ownership of SPGR / Simon Property Group, Inc.

On April 27, 2026 - Truist Financial Corp filed a 13F-HR form disclosing ownership of 40,402 shares of Simon Property Group, Inc. (AT:SPGR) valued at $6,456,240 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 40,909 shares of Simon Property Group, Inc.. This represents a change in shares of -1.24% during the quarter. The current value of the position is $7,106,712 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-27 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 40,402 -507 -1.24 7,536 -0.48 0.0102
2026-02-02 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 40,909 576 1.43 7,573 0.04 0.0101
2025-11-03 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 40,333 900 2.28 7,569 19.40 0.0102
2025-07-18 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 39,433 1,157 3.02 6,339 -0.27 0.0093
2025-04-29 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 38,276 3,185 9.08 6,357 5.18 0.0102
2025-01-31 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 35,091 15,215 76.55 6,043 79.90 0.0095
2024-11-13 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 19,876 -21,947 -52.48 3,359 -47.09 0.0053
2024-08-21 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 41,823 -7,984 -16.03 6,349 -18.55 0.0097
2024-05-13 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 49,807 -3,675 -6.87 7,794 2.18 0.0118
2024-02-02 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 53,482 -10,337 -16.20 7,629 10.65 0.0121
2023-11-14 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 63,819 -6,448 -9.18 6,894 -15.04 0.0115
2023-08-01 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 70,267 5,438 8.39 8,114 11.79 0.0135
2023-05-05 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 64,829 309 0.48 7,259 -4.24 0.0125
2023-02-17 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 64,520 -2,608 -3.89 7,580 25.79 0.0133
2022-10-26 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 67,128 12,039 21.85 6,025 15.20 0.0116
2022-07-22 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 55,089 3,829 7.47 5,230 -22.45 0.0096
2022-04-22 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 51,260 3,324 6.93 6,744 -11.95 0.0106
2022-02-14 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 47,936 -10,199 -17.54 7,659 1.36 0.0117
2021-11-05 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 58,135 -4,359 -6.98 7,556 -7.33 0.0124
2021-08-16 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 62,494 1,265 2.07 8,154 17.05 0.0133
2021-05-17 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 61,229 17,256 39.24 6,966 85.76 0.0121
2021-11-19 2020-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 43,973 19,105 76.83 3,750 133.21 0.0072
2021-02-18 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 43,973 19,105 3,750 0.0070
2021-11-05 2020-09-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 24,868 -6,931 -21.80 1,608 -26.07 0.0035
2020-11-13 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 24,868 -6,931 1,608 0.0035
2021-11-16 2020-06-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 31,799 -35,652 -52.86 2,175 -41.23 0.0049
2020-08-14 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 31,799 -35,652 2,175 0.0048
2021-11-05 2020-03-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 67,451 -15,506 -18.69 3,701 -70.05 0.0097
2020-05-15 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 67,451 -15,506 3,701 0.0097
2021-11-16 2019-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 82,957 81,265 4,802.90 12,357 4,580.68 0.0251
2020-02-14 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 82,957 81,265 12,357 0.0249
2019-10-31 2019-09-30 13F SIMON COMMON STOCK 828806109 1,692 19 1.14 264 -1.12 0.0045
2019-07-24 2019-06-30 13F SIMON COMMON STOCK 828806109 1,673 -83 -4.73 267 -16.56 0.0046
2019-04-23 2019-03-31 13F SIMON COMMON STOCK 828806109 1,756 -150 -7.87 320 0.00 0.0057
2019-01-22 2018-12-31 13F SIMON COMMON STOCK 828806109 1,906 396 26.23 320 19.85 0.0066
2018-10-17 2018-09-30 13F SIMON COMMON STOCK 828806109 1,510 81 5.67 267 9.88 0.0048
2018-07-26 2018-06-30 13F SIMON COMMON STOCK 828806109 1,429 -79 -5.24 243 4.29 0.0046
2018-04-20 2018-03-31 13F SIMON COMMON STOCK 828806109 1,508 91 6.42 233 -4.12 0.0044
2018-01-29 2017-12-31 13F SIMON COMMON STOCK 828806109 1,417 -332 -18.98 243 -13.52 0.0045
2017-10-23 2017-09-30 13F SIMON COMMON STOCK 828806109 1,749 35 2.04 281 1.44 0.0055
2017-07-20 2017-06-30 13F SIMON COMMON STOCK 828806109 1,714 -74 -4.14 277 -10.06 0.0055
2017-04-28 2017-03-31 13F SIMON COMMON STOCK 828806109 1,788 168 10.37 308 6.94 0.0062
2017-02-02 2016-12-31 13F SIMON COMMON STOCK 828806109 1,620 -420 -20.59 288 -31.91 0.0059
2016-11-01 2016-09-30 13F SIMON COMMON STOCK 828806109 2,040 -134 -6.16 423 -10.38 0.0087
2016-08-01 2016-06-30 13F SIMON COMMON STOCK 828806109 2,174 345 18.86 472 24.54 0.0099
2016-05-05 2016-03-31 13F SIMON COMMON STOCK 828806109 1,829 -1,388 -43.15 379 -39.46 0.0098
2016-01-28 2015-12-31 13F SIMON COMMON STOCK 828806109 3,217 -1,025 -24.16 626 -19.64 0.0162
2015-11-04 2015-09-30 13F SIMON COMMON STOCK 828806109 4,242 -578 -11.99 779 -6.59 0.0202
2015-07-29 2015-06-30 13F SIMON COMMON STOCK 828806109 4,820 -2,119 -30.54 834 -38.59 0.0225
2015-04-23 2015-03-31 13F SIMON COMMON STOCK 828806109 6,939 -520 -6.97 1,358 0.00 0.0390
2015-01-26 2014-12-31 13F SIMON COMMON STOCK 828806109 7,459 -704 -8.62 1,358 1.19 0.0399
2014-10-21 2014-09-30 13F SIMON COMMON STOCK 828806109 8,163 -392 -4.58 1,342 -5.69 0.0406
2014-07-21 2014-06-30 13F SIMON COMMON STOCK 828806109 8,555 -1,197 -12.27 1,423 -11.01 0.0427
2014-04-28 2014-03-31 13F SIMON COMMON STOCK 828806109 9,752 362 3.86 1,599 11.90 0.0504
2014-01-27 2013-12-31 13F SIMON COMMON STOCK 828806109 9,390 1,100 13.27 1,429 16.27 0.0460
2013-10-22 2013-09-30 13F SIMON COMMON STOCK 828806109 8,290 -28 -0.34 1,229 -6.47 0.0435
2013-07-15 2013-06-30 13F SIMON COM 828806109 8,318 8,318 1,314 0.0489
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.