Simon Property Group, Inc.
AT ˙ WBAG ˙ US8288061091
181,25 € ↑4,25 (2,40%)
2026-06-05
DEL PRIS
SecurityAT:SPGR / Simon Property Group, Inc.
InstitutionInspire Advisors, LLC
Latest Disclosed Ownership3,924 shares
Latest Disclosed Value $ 731,954
Inspire Advisors, LLC reports 3.26% increase in ownership of SPGR / Simon Property Group, Inc.

On May 15, 2026 - Inspire Advisors, LLC filed a 13F-HR form disclosing ownership of 3,924 shares of Simon Property Group, Inc. (AT:SPGR) valued at $627,055 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,800 shares of Simon Property Group, Inc.. This represents a change in shares of 3.26% during the quarter. The current value of the position is $711,225 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)
2026-05-15 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,924 124 3.26 732 3.98 0.0596
2026-02-13 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 3,800 -214 -5.33 703 -6.64 0.0647
2025-10-29 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,014 229 6.05 753 23.85 0.0720
2025-08-11 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,785 295 8.45 608 5.01 0.0631
2025-05-07 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,490 -620 -15.09 580 -18.10 0.0670
2025-02-07 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,110 -8 -0.19 708 1.58 0.0866
2024-10-17 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,118 65 1.60 696 13.17 0.0846
2024-08-08 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,053 -73 -1.77 615 -4.65 0.0816
2024-05-07 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,126 70 1.73 646 11.59 0.0894
2024-02-12 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,056 1,133 38.76 579 83.49 0.0869
2023-10-26 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,923 12 0.41 316 -6.25 0.0557
2023-07-31 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,911 528 22.16 336 26.32 0.0648
2023-04-24 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,383 127 5.63 267 0.38 0.0612
2023-01-26 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,256 -443 -16.41 265 9.50 0.0669
2022-11-07 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,699 460 20.54 242 14.15 0.0664
2022-08-10 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,239 621 38.38 212 -0.47 0.0593
2022-04-21 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,618 1,618 213 0.0598
2021-04-30 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 0 -1,269 -100.00 0 -100.00
2021-02-12 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,269 1,269 108 0.0403
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.