Simon Property Group, Inc.
AT ˙ WBAG ˙ US8288061091
181,25 € ↑4,25 (2,40%)
2026-06-05
DEL PRIS
SecurityAT:SPGR / Simon Property Group, Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership142,412 shares
Latest Disclosed Value $ 26,564,148
Mercer Global Advisors Inc /adv reports 26.33% decrease in ownership of SPGR / Simon Property Group, Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 142,412 shares of Simon Property Group, Inc. (AT:SPGR) valued at $22,757,438 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 193,323 shares of Simon Property Group, Inc.. This represents a change in shares of -26.33% during the quarter. The current value of the position is $25,812,175 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 142,412 -50,911 -26.33 26,564 -25.77 0.0393
2026-02-17 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 193,323 4,433 2.35 35,786 0.95 0.0546
2025-11-14 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 188,890 17,255 10.05 35,449 28.48 0.0592
2025-08-14 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 171,635 -1,331 -0.77 27,592 -3.95 0.0562
2025-05-15 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 172,966 30,772 21.64 28,726 17.31 0.0659
2025-02-14 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 142,194 27,529 24.01 24,487 25.96 0.0597
2024-11-14 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 114,665 5,348 4.89 19,440 17.15 0.0455
2024-08-12 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 109,317 1,867 1.74 16,594 103,612.50 0.0452
2024-05-15 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 107,450 5,514 5.41 17 14.29 0.0478
2024-02-15 2023-12-31 13F SIMON PPTY GROUP COM 828806109 101,936 8,911 9.58 15 40.00 0.0437
2023-11-15 2023-09-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 93,025 9,960 11.99 10 11.11 0.0382
2023-11-14 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 93,025 9,960 10 0.0382
2023-08-14 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 83,065 3,097 3.87 10 12.50 0.0381
2023-05-16 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 79,968 8,107 11.28 9 0.00 0.0407
2023-02-09 2022-12-31 13F SIMON PPTY GROUP COM 828806109 71,861 5,113 7.66 8 -99.87 0.0423
2022-11-15 2022-09-30 13F SIMON PPTY GROUP COM 828806109 66,748 4,654 7.50 5,991 1.65 0.0356
2022-08-10 2022-06-30 13F SIMON PPTY GROUP COM 828806109 62,094 14,250 29.78 5,894 -6.36 0.0361
2022-05-10 2022-03-31 13F SIMON PPTY GROUP COM 828806109 47,844 20,335 73.92 6,294 43.21 0.0371
2022-02-04 2021-12-31 13F SIMON PPTY GROUP COM 828806109 27,509 1,412 5.41 4,395 29.57 0.0271
2021-11-10 2021-09-30 13F SIMON PPTY GROUP COM 828806109 26,097 5,422 26.22 3,392 25.72 0.0237
2021-08-10 2021-06-30 13F SIMON PPTY GROUP COM 828806109 20,675 8,267 66.63 2,698 91.21 0.0208
2021-08-10 2021-03-31 13F/A-1 SIMON PPTY GROUP COM 828806109 12,408 -551 -4.25 1,411 27.69 0.0128
2021-05-11 2021-03-31 13F SIMON PPTY GROUP COM 828806109 12,318 -641 1,401 0.0134
2021-02-12 2020-12-31 13F SIMON PPTY GROUP COM 828806109 12,959 177 1.38 1,105 33.62 0.0138
2020-12-10 2020-09-30 13F SIMON PPTY GROUP INC NEW COM COM 828806109 12,782 1,209 10.45 827 4.55 0.0124
2020-08-10 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 11,573 404 3.62 791 29.04 0.0144
2020-05-18 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 11,169 8,542 325.16 613 56.78 0.0135
2020-02-13 2019-12-31 13F SIMON PPTY GROUP INC NEW COM COM 828806109 2,627 -559 -17.55 391 -21.01 0.0078
2019-11-12 2019-09-30 13F SIMON PPTY GROUP INC NEW COM COM 828806109 3,186 3,186 495 0.0116
2019-08-14 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 0 -1,373 -100.00 0 -100.00
2019-04-23 2019-03-31 13F/A-1 SIMON PPTY GROUP INC NEW COM COM 828806109 1,373 1,373 250 0.0090
2019-04-12 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 6,200 1,042 0.0555
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.