Simon Property Group, Inc.
AT ˙ WBAG ˙ US8288061091
181,25 € ↑4,25 (2,40%)
2026-06-05
DEL PRIS
SecurityAT:SPGR / Simon Property Group, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership4,606,481 shares
Latest Disclosed Value $ 859,209,161
Dimensional Fund Advisors Lp reports 2.34% increase in ownership of SPGR / Simon Property Group, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 4,606,481 shares of Simon Property Group, Inc. (AT:SPGR) valued at $736,115,664 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 4,500,957 shares of Simon Property Group, Inc.. This represents a change in shares of 2.34% during the quarter. The current value of the position is $834,924,681 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)
2026-05-07 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,606,481 105,524 2.34 859,209 3.12 0.1785
2026-02-12 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,500,957 -13,681 -0.30 833,189 -1.66 0.1748
2025-11-12 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,514,638 -60,157 -1.31 847,238 15.20 0.1818
2025-08-12 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,574,795 48,386 1.07 735,449 -2.16 0.1703
2025-05-13 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,526,409 -8,075 -0.18 751,721 -3.73 0.1868
2025-02-13 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,534,484 196 0.00 780,875 1.89 0.1875
2024-11-07 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,534,288 -86,731 -1.88 766,371 9.25 0.1859
2024-08-09 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,621,019 -19,411 -0.42 701,459 -3.40 0.1832
2024-05-10 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,640,430 -2,327 -0.05 726,181 9.65 0.1966
2024-02-07 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,642,757 -29,175 -0.62 662,256 31.21 0.1934
2023-11-09 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,671,932 18,014 0.39 504,719 -6.09 0.1655
2023-08-09 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,653,918 48,851 1.06 537,433 4.23 0.1713
2023-05-12 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,605,067 126,585 2.83 515,606 97,923.76 0.1737
2023-02-09 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,478,482 -35,439 -0.79 526 -99.87 0.1554
2022-11-10 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,513,921 -295,325 -6.14 405,124 -11.25 0.1555
2022-08-12 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,809,246 -99,744 -2.03 456,499 -29.32 0.1637
2022-05-13 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,908,990 18,893 0.39 645,845 -17.34 0.1990
2022-02-09 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,890,097 -103,265 -2.07 781,289 20.38 0.2362
2021-11-12 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,993,362 -31,078 -0.62 649,012 -1.00 0.2091
2021-08-12 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 5,024,440 -59,648 -1.17 655,590 13.34 0.2076
2021-05-14 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 5,084,088 47,631 0.95 578,426 34.67 0.1913
2021-03-08 2020-12-31 13F/A-2 SIMON PPTY GROUP INC COM 828806109 5,036,457 179,309 3.69 429,503 36.72 0.1551
2021-02-11 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 5,036,457 179,309 429,503 155,113.6543
2020-11-12 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,857,148 278,379 6.08 314,154 0.34 0.1332
2020-08-13 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,578,769 53,743 1.19 313,094 26.12 0.1376
2020-05-14 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,525,026 -60,283 -1.31 248,248 -63.65 0.1293
2020-02-14 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,585,309 -27,496 -0.60 683,021 -4.87 0.2489
2019-11-12 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,612,805 -7,072 -0.15 717,997 -2.72 0.2790
2019-08-13 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,619,877 -21,619 -0.47 738,074 -12.73 0.2866
2019-08-12 2019-03-31 13F/A-2 SIMON PPTY GROUP INC COM 828806109 4,641,496 -6,483 -0.14 845,735 8.31 0.3368
2019-05-10 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,641,496 -6,483 845,735
2019-02-26 2018-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 4,647,979 22,193 0.48 780,817 -4.50 0.3537
2019-02-13 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,647,979 22,193 780,817
2018-11-13 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,625,786 26,984 0.59 817,601 4.46 0.3112
2018-08-10 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,598,802 39,244 0.86 782,676 11.21 0.3120
2018-05-11 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,559,558 165,489 3.77 703,768 -6.74 0.2933
2018-02-12 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,394,069 -66,672 -1.49 754,636 5.07 0.3128
2017-11-13 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,460,741 21,676 0.49 718,227 0.02 0.3139
2017-08-11 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,439,065 109,854 2.54 718,069 -3.58 0.3315
2017-05-12 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,329,211 158,234 3.79 744,742 0.50 0.3559
2017-02-09 2016-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,170,977 102,676 2.52 741,050 -12.01 0.3701
2016-11-10 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,068,301 21,465 0.53 842,183 -4.05 0.4552
2016-08-09 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,046,836 64,000 1.61 877,749 6.11 0.5051
2016-05-13 2016-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,982,836 59,574 1.52 827,183 8.43 0.4951
2016-02-10 2015-12-31 13F SIMON PPTY GROUP INC COM 828806109 3,923,262 53,521 1.38 762,843 7.30 0.4755
2015-11-13 2015-09-30 13F SIMON PPTY GROUP INC COM 828806109 3,869,741 -21,845 -0.56 710,948 5.59 0.4667
2015-08-14 2015-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,891,586 9,177 0.24 673,315 -11.35 0.4123
2015-05-14 2015-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,882,409 62,630 1.64 759,557 9.19 0.4796
2015-02-06 2014-12-31 13F SIMON PPTY GROUP INC COM 828806109 3,819,779 -26,206 -0.68 695,638 10.01 0.4569
2014-11-13 2014-09-30 13F SIMON PPTY GROUP INC COM 828806109 3,845,985 108,690 2.91 632,359 1.76 0.4481
2014-08-08 2014-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,737,295 157,967 4.41 621,440 5.87 0.4320
2014-05-14 2014-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,579,328 121,687 3.52 586,998 11.57 0.4386
2014-02-12 2013-12-31 13F SIMON PPTY GROUP INC COM 828806109 3,457,641 154,115 4.67 526,121 7.44 0.4100
2013-11-13 2013-09-30 13F SIMON PPTY GROUP INC COM 828806109 3,303,526 98,069 3.06 489,685 -3.27 0.4238
2013-08-15 2013-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,205,457 3,205,457 506,220 0.4767
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.