Simon Property Group, Inc.
AT ˙ WBAG ˙ US8288061091
181,25 € ↑4,25 (2,40%)
2026-06-05
DEL PRIS
SecurityAT:SPGR / Simon Property Group, Inc.
InstitutionFactory Mutual Insurance Co
Latest Disclosed Ownership127,592 shares
Latest Disclosed Value $ 23,799,736
Factory Mutual Insurance Co reports 0.24% increase in ownership of SPGR / Simon Property Group, Inc.

On May 5, 2026 - Factory Mutual Insurance Co filed a 13F-HR form disclosing ownership of 127,592 shares of Simon Property Group, Inc. (AT:SPGR) valued at $20,389,202 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 127,292 shares of Simon Property Group, Inc.. This represents a change in shares of 0.24% during the quarter. The current value of the position is $23,126,050 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)
2026-05-05 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 127,592 300 0.24 23,800 1.00 0.2678
2026-01-23 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 127,292 -33,300 -20.74 23,563 -21.82 0.2389
2025-11-10 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 160,592 0 0.00 30,138 16.74 0.2935
2025-08-07 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 160,592 0 0.00 25,817 -3.21 0.2822
2025-04-17 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 160,592 0 0.00 26,671 -3.56 0.3094
2025-01-24 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 160,592 0 0.00 27,656 1.89 0.2990
2024-10-10 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 160,592 0 0.00 27,143 11.35 0.2807
2024-07-23 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 160,592 0 0.00 24,378 -3.00 0.2777
2024-04-12 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 160,592 -36,000 -18.31 25,131 -10.38 0.2887
2024-01-23 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 196,592 0 0.00 28,042 32.04 0.3483
2023-11-07 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 196,592 0 0.00 21,238 -6.45 0.2962
2023-07-27 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 196,592 0 0.00 22,702 3.13 0.3349
2023-05-08 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 196,592 0 0.00 22,012 -4.69 0.3440
2023-02-02 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 196,592 0 0.00 23,096 30.89 0.3493
2022-11-04 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 196,592 0 0.00 17,644 -5.45 0.2897
2022-08-08 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 196,592 -46,000 -18.96 18,661 -41.53 0.3059
2022-05-13 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 242,592 0 0.00 31,916 -6.07 0.4316
2022-02-10 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 242,592 -14,156 -5.51 33,980 1.83 0.4906
2021-11-12 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 256,748 6,500 2.60 33,370 2.20 0.4168
2021-07-14 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 250,248 -3,633 -1.43 32,653 13.05 0.3994
2021-05-10 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 253,881 -1,410 -0.55 28,884 32.68 0.3695
2021-02-17 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 255,291 14,900 6.20 21,770 40.02 0.2943
2020-10-19 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 240,391 0 0.00 15,548 -5.41 0.2516
2020-07-13 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 240,391 -46,500 -16.21 16,438 4.44 0.2819
2020-04-16 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 286,891 0 0.00 15,739 -63.17 0.2989
2020-01-28 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 286,891 0 0.00 42,735 -4.30 0.6301
2019-10-22 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 286,891 51,000 21.62 44,655 18.49 0.6904
2019-07-16 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 235,891 -100,000 -29.77 37,686 -39.21 0.4506
2019-04-09 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 335,891 800 0.24 61,995 10.13 0.7321
2019-01-14 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 335,091 947 0.28 56,293 -4.69 0.7223
2018-10-10 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 334,144 6,500 1.98 59,060 5.91 0.6131
2018-07-19 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 327,644 2,000 0.61 55,762 10.94 0.5983
2018-04-05 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 325,644 0 0.00 50,264 -10.12 0.5505
2018-01-16 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 325,644 4,900 1.53 55,925 8.29 0.5850
2017-10-11 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 320,744 12,994 4.22 51,644 3.74 0.5662
2017-07-10 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 307,750 67,000 27.83 49,783 20.20 0.5758
2017-04-21 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 240,750 0 0.00 41,417 -4.76 0.4906
2017-01-19 2016-12-31 13F SIMON PPTY GROUP INC COM 828806109 240,750 0 0.00 43,485 -12.75 0.5160
2016-10-26 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 240,750 -50,000 -17.20 49,838 -20.97 0.6163
2016-07-12 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 290,750 0 0.00 63,064 4.43 0.8308
2016-04-27 2016-03-31 13F SIMON PPTY GROUP INC COM 828806109 290,750 0 0.00 60,386 6.82 0.7814
2016-01-14 2015-12-31 13F SIMON PPTY GROUP INC COM 828806109 290,750 0 0.00 56,533 5.83 0.7604
2015-10-14 2015-09-30 13F SIMON PPTY GROUP INC COM 828806109 290,750 0 0.00 53,417 6.18 0.7307
2015-07-21 2015-06-30 13F SIMON PPTY GROUP INC COM 828806109 290,750 0 0.00 50,306 -11.56 0.6571
2015-04-13 2015-03-31 13F SIMON PPTY GROUP INC COM 828806109 290,750 0 0.00 56,880 7.43 0.7494
2015-01-12 2014-12-31 13F SIMON PPTY GROUP INC COM 828806109 290,750 10,000 3.56 52,948 14.70 0.7136
2014-11-04 2014-09-30 13F SIMON PPTY GROUP INC COM 828806109 280,750 -2,400 -0.85 46,161 -1.96 0.6384
2014-08-12 2014-06-30 13F SIMON PPTY GROUP INC COM 828806109 283,150 13,000 4.81 47,082 6.27 0.6438
2014-05-15 2014-03-31 13F SIMON PPTY GROUP INC COM 828806109 270,150 0 0.00 44,305 7.78 0.6414
2014-02-04 2013-12-31 13F SIMON PPTY GROUP INC COM 828806109 270,150 0 0.00 41,106 2.65 0.6045
2013-10-16 2013-09-30 13F SIMON PPTY GROUP INC COM 828806109 270,150 37,000 15.87 40,044 8.76 0.6351
2013-07-25 2013-06-30 13F SIMON PPTY GROUP INC COM 828806109 233,150 233,150 36,819 0.6034
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.