Simon Property Group, Inc.
AT ˙ WBAG ˙ US8288061091
181,25 € ↑4,25 (2,40%)
2026-06-05
DEL PRIS
SecurityAT:SPGR / Simon Property Group, Inc.
InstitutionProficio Capital Partners LLC
Latest Disclosed Ownership1,347 shares
Latest Disclosed Value $ 251,299
Proficio Capital Partners LLC reports 0.45% increase in ownership of SPGR / Simon Property Group, Inc.

On May 14, 2026 - Proficio Capital Partners LLC filed a 13F-HR form disclosing ownership of 1,347 shares of Simon Property Group, Inc. (AT:SPGR) valued at $215,251 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,341 shares of Simon Property Group, Inc.. This represents a change in shares of 0.45% during the quarter. The current value of the position is $244,144 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)
2026-05-14 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,347 6 0.45 251 1.21 0.0134
2026-02-12 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,341 78 6.18 248 4.64 0.0174
2025-11-17 2025-09-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 1,263 -1,977 -61.02 237 -54.42 0.0163
2025-11-12 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,263 -1,977 237 0.0061
2025-08-07 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,240 65 2.05 521 -1.33 0.0324
2025-05-06 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,175 26 0.83 527 -2.77 0.0408
2025-02-06 2024-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 3,149 761 31.87 542 34.49 0.0440
2025-02-05 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 542,281 539,893 542 0.0419
2024-11-01 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,388 -581 -19.57 404 -10.44 0.0401
2024-07-25 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,969 -175 -5.57 451 -8.35 0.0473
2024-05-02 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,144 249 8.60 492 19.17 0.0542
2024-02-13 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,895 235 8.83 413 43.55 0.0510
2023-10-18 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,660 128 5.06 287 -1.71 0.0383
2023-08-14 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,532 -26 -1.02 292 2.10 0.0398
2023-04-21 2023-03-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 2,558 -33 -1.27 286 -5.92 0.0455
2023-04-19 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 286,403 283,812 286 0.0425
2023-01-30 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,591 64 2.53 304 34.51 0.0576
2022-10-11 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,527 144 6.04 226 0.00 0.0416
2022-08-15 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,383 -302 -11.25 226 -35.98 0.0423
2022-05-13 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,685 424 18.75 353 -2.22 0.0527
2022-02-11 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,261 -37 -1.61 361 20.74 0.0502
2021-11-15 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,298 -177 -7.15 299 -7.43 0.0393
2021-08-16 2021-06-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 2,475 -3 -0.12 323 14.54 0.0394
2021-08-16 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,475 -3 323 0.0631
2021-05-14 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,478 2,478 0.12 282 -12.69 0.0365
2019-11-13 2019-09-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 0 -151 -100.00 0 -100.00
2019-08-13 2019-06-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 151 -212 -58.40 24 -63.64 0.0082
2019-05-13 2019-03-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 363 8 2.25 66 10.00 0.0235
2019-02-08 2018-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 355 253 248.04 60 233.33 0.0267
2018-11-13 2018-09-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 102 -28 -21.54 18 -18.18 0.0059
2018-08-10 2018-06-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 130 -43 -24.86 22 -18.52 0.0090
2018-05-14 2018-03-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 173 -244 -58.51 27 -62.50 0.0079
2018-02-09 2017-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 417 9 2.21 72 9.09 0.0232
2017-11-14 2017-09-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 408 -31 -7.06 66 -7.04 0.0267
2017-08-03 2017-06-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 439 307 232.58 71 238.10 0.0295
2017-05-25 2017-03-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 132 39 41.94 21 23.53 0.0092
2017-02-14 2016-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 93 14 17.72 17 6.25 0.0072
2016-10-25 2016-09-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 79 14 21.54 16 6.67 0.0092
2016-07-29 2016-06-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 65 16 32.65 15 50.00 0.0094
2016-04-08 2016-03-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 49 -2 -3.92 10 0.00 0.0084
2016-01-11 2015-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 51 51 10 0.0098
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.