Simon Property Group, Inc.
AT ˙ WBAG ˙ US8288061091
181,25 € ↑4,25 (2,40%)
2026-06-05
DEL PRIS
SecurityAT:SPGR / Simon Property Group, Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership147,036 shares
Latest Disclosed Value $ 27,426,681
First Trust Advisors Lp reports 10.01% decrease in ownership of SPGR / Simon Property Group, Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 147,036 shares of Simon Property Group, Inc. (AT:SPGR) valued at $23,496,353 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 163,400 shares of Simon Property Group, Inc.. This represents a change in shares of -10.01% during the quarter. The current value of the position is $26,650,275 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)
2026-05-13 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 147,036 -16,364 -10.01 27,427 -9.33 0.0195
2026-02-13 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 163,400 24,472 17.61 30,247 16.01 0.0220
2025-11-12 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 138,928 24,745 21.67 26,073 42.04 0.0194
2025-08-13 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 114,183 -10,287 -8.26 18,356 -11.20 0.0148
2025-05-14 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 124,470 -19,094 -13.30 20,672 -16.39 0.0183
2025-02-13 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 143,564 27,650 23.85 24,723 26.20 0.0218
2024-11-13 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 115,914 -960 -0.82 19,592 10.43 0.0187
2024-08-13 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 116,874 -14,678 -11.16 17,741 -13.82 0.0181
2024-05-13 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 131,552 65,455 99.03 20,587 118.35 0.0209
2024-02-13 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 66,097 -5,781 -8.04 9,428 21.43 0.0103
2023-11-13 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 71,878 -14,153 -16.45 7,765 -21.84 0.0092
2023-08-14 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 86,031 -50,844 -37.15 9,935 -35.18 0.0113
2023-05-15 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 136,875 59,830 77.66 15,326 69.32 0.0177
2023-02-09 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 77,045 -12,107 -13.58 9,051 13.12 0.0108
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 89,152 -2,636 -2.87 8,001 -8.17 0.0104
2022-08-12 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 91,788 -64,361 -41.22 8,713 -57.59 0.0108
2022-05-13 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 156,149 23,308 17.55 20,543 -3.21 0.0210
2022-02-08 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 132,841 52,918 66.21 21,224 104.31 0.0206
2021-11-15 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 79,923 15,854 24.75 10,388 24.59 0.0112
2021-10-12 2021-06-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 64,069 -31,162 -32.72 8,338 -23.04 0.0090
2021-08-16 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 64,069 -31,162 8,360 0.0086
2021-05-14 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 95,231 28,347 42.38 10,834 89.94 0.0131
2021-02-02 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 66,884 -34,961 -34.33 5,704 -13.41 0.0076
2020-11-05 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 101,845 -4,891 -4.58 6,587 -9.75 0.0106
2020-07-22 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 106,736 -650,112 -85.90 7,299 -82.42 0.0127
2020-05-06 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 756,848 318,189 72.54 41,521 -36.46 0.0941
2020-02-03 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 438,659 75,594 20.82 65,343 15.63 0.1116
2019-11-04 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 363,065 64,986 21.80 56,511 18.67 0.1064
2019-07-30 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 298,079 47,682 19.04 47,621 4.37 0.0898
2019-06-19 2019-03-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 250,397 31,883 14.59 45,625 24.29 0.0907
2019-05-09 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 250,397 31,883 45,625
2019-02-07 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 218,514 -13,989 -6.02 36,708 -10.68 0.0870
2018-10-25 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 232,503 38,017 19.55 41,095 24.15 0.0765
2018-08-02 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 194,486 -25,396 -11.55 33,100 -2.47 0.0686
2018-04-23 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 219,882 15,332 7.50 33,939 -3.39 0.0779
2018-02-08 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 204,550 -40,049 -16.37 35,129 -10.80 0.0836
2017-10-24 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 244,599 26,992 12.40 39,383 11.88 0.1013
2017-08-02 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 217,607 3,796 1.78 35,200 -4.30 0.0939
2017-05-02 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 213,811 19,447 10.01 36,782 6.51 0.1019
2017-02-06 2016-12-31 13F SIMON PPTY GROUP INC COM 828806109 194,364 -73,727 -27.50 34,533 -37.78 0.1028
2016-11-01 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 268,091 30,169 12.68 55,498 7.54 0.1657
2016-08-04 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 237,922 41,044 20.85 51,605 26.20 0.1625
2016-05-10 2016-03-31 13F SIMON PPTY GROUP INC COM 828806109 196,878 -18,610 -8.64 40,890 -2.41 0.1314
2016-05-04 2015-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 215,488 72,974 51.20 41,899 60.02 0.1087
2016-02-03 2015-12-31 13F SIMON PPTY GROUP INC COM 828806109 215,488 41,899
2015-11-05 2015-09-30 13F SIMON PPTY GROUP INC COM 828806109 142,514 -66,936 -31.96 26,183 -27.75 0.0758
2015-08-04 2015-06-30 13F SIMON PPTY GROUP INC COM 828806109 209,450 -10,673 -4.85 36,239 -15.85 0.0941
2015-05-04 2015-03-31 13F SIMON PPTY GROUP INC COM 828806109 220,123 -2,614 -1.17 43,065 6.17 0.1265
2015-02-13 2014-12-31 13F SIMON PPTY GROUP INC COM 828806109 222,737 57,694 34.96 40,563 49.48 0.1368
2014-11-12 2014-09-30 13F SIMON PPTY GROUP INC COM 828806109 165,043 -2,186 -1.31 27,136 -2.41 0.1067
2014-08-11 2014-06-30 13F SIMON PPTY GROUP INC COM 828806109 167,229 56,173 50.58 27,807 52.68 0.1155
2014-05-12 2014-03-31 13F SIMON PPTY GROUP INC COM 828806109 111,056 -21,598 -16.28 18,213 -9.77 0.0800
2014-08-08 2013-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 132,654 8,186 6.58 20,185 9.40 0.0979
2014-02-13 2013-12-31 13F SIMON PPTY GROUP INC COM 828806109 132,654 20,185
2013-11-12 2013-09-30 13F SIMON PPTY GROUP INC COM 828806109 124,468 -107,594 -46.36 18,450 -49.65 0.1000
2013-08-12 2013-06-30 13F SIMON PPTY GROUP INC COM 828806109 232,062 232,062 36,647 0.2384
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.