Simon Property Group, Inc.
AT ˙ WBAG ˙ US8288061091
181,25 € ↑4,25 (2,40%)
2026-06-05
DEL PRIS
SecurityAT:SPGR / Simon Property Group, Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership316,219 shares
Latest Disclosed Value $ 58,984,217
LPL Financial LLC reports 2.84% decrease in ownership of SPGR / Simon Property Group, Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 316,219 shares of Simon Property Group, Inc. (AT:SPGR) valued at $50,531,796 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 325,467 shares of Simon Property Group, Inc.. This represents a change in shares of -2.84% during the quarter. The current value of the position is $57,314,694 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)
2026-05-06 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 316,219 -9,248 -2.84 58,984 -2.10 0.0157
2026-02-11 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 325,467 -9,808 -2.93 60,247 -4.25 0.0165
2025-11-12 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 335,275 -48,193 -12.57 62,921 2.07 0.0183
2025-08-12 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 383,468 34,310 9.83 61,646 6.31 0.0206
2025-05-07 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 349,158 -9,256 -2.58 57,988 -6.05 0.0226
2025-02-11 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 358,414 7,087 2.02 61,723 3.94 0.0251
2024-11-08 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 351,327 11,572 3.41 59,381 15.14 0.0265
2024-08-07 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 339,755 -29,865 -8.08 51,575 -10.83 0.0257
2024-05-10 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 369,620 -63,260 -14.61 57,842 -6.32 0.0311
2024-02-14 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 432,880 72,764 20.21 61,746 58.72 0.0374
2023-11-13 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 360,116 51,380 16.64 38,903 9.12 0.0272
2023-07-31 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 308,736 -1,160 -0.37 35,653 2.75 0.0255
2023-05-10 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 309,896 24,857 8.72 34,699 3.62 0.0270
2023-02-07 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 285,039 4,250 1.51 33,486 32.88 0.0287
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 280,789 4,167 1.51 25,201 -4.02 0.0243
2022-08-12 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 276,622 45,831 19.86 26,257 -13.52 0.0249
2022-05-16 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 230,791 16,067 7.48 30,363 -11.49 0.0261
2022-02-14 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 214,724 13,802 6.87 34,306 31.37 0.0288
2021-11-15 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 200,922 20,883 11.60 26,114 11.17 0.0245
2021-08-13 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 180,039 18,531 11.47 23,491 27.84 0.0238
2021-05-14 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 161,508 11,059 7.35 18,375 43.22 0.0211
2021-02-12 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 150,449 49,886 49.61 12,830 97.26 0.0166
2020-11-09 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 100,563 53,513 113.74 6,504 102.18 0.0102
2020-08-13 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 47,050 23,460 99.45 3,217 148.61 0.0056
2020-05-14 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 23,590 5,643 31.44 1,294 -51.59 0.0028
2020-02-14 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 17,947 3,262 22.21 2,673 16.93 0.0049
2019-11-13 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 14,685 95 0.65 2,286 -1.93 0.0047
2019-08-09 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 14,590 1,954 15.46 2,331 1.26 0.0050
2019-05-08 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 12,636 1,448 12.94 2,302 22.51 0.0052
2019-02-07 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 11,188 235 2.15 1,879 -2.94 0.0050
2018-11-14 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 10,953 421 4.00 1,936 7.98 0.0046
2018-08-14 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 10,532 -308 -2.84 1,793 7.17 0.0047
2018-05-15 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 10,840 1,780 19.65 1,673 7.52 0.0046
2018-02-14 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 9,060 861 10.50 1,556 17.88 0.0047
2017-11-14 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 8,199 1,194 17.04 1,320 16.50 0.0047
2017-08-14 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 7,005 -1,191 -14.53 1,133 -20.55 0.0043
2017-05-15 2017-03-31 13F SIMON PROPERTY COM 828806109 8,196 -643 -7.27 1,426 -11.54 0.0097
2017-02-13 2016-12-31 13F SIMON PROPERTY COM 828806109 8,839 -5,720 -39.29 1,612 -44.43 0.0123
2016-11-16 2016-09-30 13F SIMON PROPERTY COM 828806109 14,559 -3,037 -17.26 2,901 -24.20 0.0276
2016-08-15 2016-06-30 13F SIMON PROPERTY COM 828806109 17,596 -11,575 -39.68 3,827 -36.64 0.0323
2016-05-16 2016-03-31 13F SIMON PROPERTY COM 828806109 29,171 11,123 61.63 6,040 70.62 0.0168
2016-02-12 2015-12-31 13F SIMON PROPERTY COM 828806109 18,048 8,646 91.96 3,540 96.89 0.0098
2015-11-13 2015-09-30 13F SIMON PROPERTY COM 828806109 9,402 4,008 74.30 1,798 90.06 0.0099
2015-08-14 2015-06-30 13F SIMON PROPERTY COM 828806109 5,394 -2,398 -30.78 946 -38.69 0.0048
2015-05-14 2015-03-31 13F SIMON PROPERTY COM 828806109 7,792 -874 -10.09 1,543 -2.22 0.0079
2015-02-13 2014-12-31 13F SIMON PROPERTY COM 828806109 8,666 1,551 21.80 1,578 34.53 0.0086
2014-11-10 2014-09-30 13F SIMON PROPERTY COM 828806109 7,115 -2,265 -24.15 1,173 -24.81 0.0070
2014-08-05 2014-06-30 13F/A-1 SIMON PROPERTY COM 828806109 9,380 1,484 18.79 1,560 20.46 0.0091
2014-08-05 2014-06-30 13F SIMON PROPERTY COM 828806109 9,380 1,693
2014-05-12 2014-03-31 13F SIMON PROPERTY COM 828806109 7,896 4,078 106.81 1,295 122.89 0.0080
2014-02-13 2013-12-31 13F SIMON PROPERTY COM 828806109 3,818 100 2.69 581 1.22 0.0036
2013-11-04 2013-09-30 13F SIMON PROPERTY COM 828806109 3,718 -445 -10.69 574 -12.63 0.0038
2013-08-15 2013-06-30 13F SIMON PROPERTY COM 828806109 4,163 4,163 657 0.0047
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.