Simon Property Group, Inc.
AT ˙ WBAG ˙ US8288061091
177,00 € ↑1,10 (0,63%)
2026-06-04
DEL PRIS
SecurityAT:SPGR / Simon Property Group, Inc.
InstitutionPerpetual Ltd
Latest Disclosed Ownership11,169 shares
Latest Disclosed Value $ 2,083,354
Perpetual Ltd reports 14.50% decrease in ownership of SPGR / Simon Property Group, Inc.

On April 14, 2026 - Perpetual Ltd filed a 13F-HR form disclosing ownership of 11,169 shares of Simon Property Group, Inc. (AT:SPGR) valued at $1,784,806 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 13,063 shares of Simon Property Group, Inc.. This represents a change in shares of -14.50% during the quarter. The current value of the position is $1,976,913 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)
2026-04-14 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 11,169 -1,894 -14.50 2,083 -13.85 0.0157
2026-01-20 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 13,063 4,128 46.20 2,418 44.27 0.0350
2025-10-10 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 8,935 -155 -1.71 1,677 14.72 0.0208
2025-07-11 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 9,090 -1,820 -16.68 1,461 -19.33 0.0172
2025-04-24 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 10,910 1,470 15.57 1,812 11.45 0.0219
2025-01-17 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 9,440 -1,170 -11.03 1,626 -9.37 0.0191
2024-10-09 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 10,610 -3,550 -25.07 1,793 -16.57 0.0194
2024-07-30 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 14,160 -2,260 -13.76 2,149 -16.35 0.0234
2024-04-16 2024-03-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 16,420 -4,110 -20.02 2,570 -12.26 0.0251
2024-04-10 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 16,420 -4,110 2,570 0.0159
2024-02-15 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 20,530 -590 -2.79 2,928 28.36 0.0302
2023-10-10 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 21,120 -150 -0.71 2,282 -7.13 0.0236
2023-07-13 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 21,270 -180 -0.84 2,456 2.29 0.0211
2023-05-08 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 21,450 16,087 299.96 2,402 591.93 0.0208
2020-12-08 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 5,363 5,363 347 0.0250
2020-12-08 2020-06-30 13F/A-1 SIMON PPTY GROUP INC EW COM 828806109 0 -18,559 -100.00 0 -100.00
2020-12-08 2020-03-31 13F/A-1 SIMON PPTY GROUP INC EW COM 828806109 18,559 9,280 100.01 1,018 -26.23 0.1440
2020-11-18 2020-03-31 13F SIMON PPTY GROUP INC EW COM 828806109 18,559 9,280 2,718 144,044.3389
2020-02-12 2019-12-31 13F Simon Property Group COM 828806109 9,279 -18,700 -66.84 1,380 -68.31 0.2049
2019-10-10 2019-09-30 13F Simon Property Group COM 828806109 27,979 -900 -3.12 4,355 -5.61 0.6704
2019-07-30 2019-06-30 13F Simon Property Group COM 828806109 28,879 -28,710 -49.85 4,614 -56.03 0.7346
2019-05-06 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 57,589 -22,700 -28.27 10,493 -22.26 1.5179
2019-02-08 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 80,289 -3,567 -4.25 13,497 -8.94 2.0262
2018-10-30 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 83,856 -7,700 -8.41 14,822 -5.04 1.9922
2018-07-23 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 91,556 -9,700 -9.58 15,609 -0.13 1.8992
2018-04-18 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 101,256 -4,700 -4.44 15,629 -14.01 2.1291
2018-02-12 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 105,956 5,300 5.27 18,175 10.84 2.3496
2017-11-01 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 100,656 25,900 34.65 16,398 35.60 2.2873
2017-09-26 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 74,756 10,900 17.07 12,093 11.23 0.9452
2017-09-26 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 63,856 63,856 -14.58 10,872 -10.10 1.0796
2017-09-26 2016-12-31 13F SIMON PPTY GROUP INC COM 828806109 0 -80,906 -100.00 0 -100.00
2017-09-26 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 80,906 -354 -0.44 16,748 -4.98 1.3736
2017-09-26 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 81,260 -2,168 -2.60 17,625 1.72 1.7526
2017-09-26 2016-03-31 13F SIMON PPTY GROUP INC COM 828806109 83,428 7,502 9.88 17,327 17.37 1.7568
2017-09-26 2015-12-31 13F SIMON PPTY GROUP INC COM 828806109 75,926 -700 -0.91 14,763 4.87 1.6492
2017-09-26 2015-09-30 13F SIMON PPTY GROUP INC COM 828806109 76,626 -7,891 -9.34 14,078 -3.73 1.6734
2017-09-26 2015-06-30 13F SIMON PPTY GROUP INC COM 828806109 84,517 13,100 18.34 14,623 4.66 1.6785
2017-09-26 2015-03-31 13F SIMON PPTY GROUP INC COM 828806109 71,417 -19,900 -21.79 13,972 -15.98 1.5740
2017-09-26 2014-12-31 13F SIMON PPTY GROUP INC COM 828806109 91,317 5,694 6.65 16,630 18.13 1.9563
2017-09-26 2014-09-30 13F SIMON PPTY GROUP INC COM 828806109 85,623 14,167 19.83 14,078 18.48 1.5195
2017-09-26 2014-06-30 13F SIMON PPTY GROUP INC COM 828806109 71,456 15,245 27.12 11,882 28.89 1.0475
2017-09-26 2014-03-31 13F SIMON PPTY GROUP INC COM 828806109 56,211 -60,744 -51.94 9,219 -48.20 1.3539
2017-09-26 2013-12-31 13F SIMON PPTY GROUP INC COM 828806109 116,955 49,180 72.56 17,796 77.15 2.3405
2017-09-26 2013-09-30 13F SIMON PPTY GROUP INC COM 828806109 67,775 25,095 58.80 10,046 49.05 1.4122
2017-09-26 2013-06-30 13F SIMON PPTY GROUP INC COM 828806109 42,680 -6,599 -13.39 6,740 -13.74 1.0132
2017-09-25 2013-03-31 13F SIMON PPTY GROUP INC COM 828806109 49,279 49,279 7,814 1.1113
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.