Simon Property Group, Inc.
AT ˙ WBAG ˙ US8288061091
181,25 € ↑4,25 (2,40%)
2026-06-05
DEL PRIS
SecurityAT:SPGR / Simon Property Group, Inc.
InstitutionStaley Capital Advisers Inc
Latest Disclosed Ownership59,100 shares
Latest Disclosed Value $ 11,023,923
Staley Capital Advisers Inc reports 23.00% increase in ownership of SPGR / Simon Property Group, Inc.

On April 29, 2026 - Staley Capital Advisers Inc filed a 13F-HR form disclosing ownership of 59,100 shares of Simon Property Group, Inc. (AT:SPGR) valued at $9,444,180 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 48,050 shares of Simon Property Group, Inc.. This represents a change in shares of 23.00% during the quarter. The current value of the position is $10,711,875 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)
2026-04-29 2026-03-31 13F SIMON PROPERTY GROUP COM 828806109 59,100 11,050 23.00 11,024 23.94 0.4666
2026-02-05 2025-12-31 13F SIMON PROPERTY GROUP COM 828806109 48,050 -3,450 -6.70 8,895 -7.98 0.3667
2025-11-12 2025-09-30 13F SIMON PROPERTY GROUP COM 828806109 51,500 520 1.02 9,665 17.94 0.3969
2025-08-14 2025-06-30 13F SIMON PROPERTY GROUP COM 828806109 50,980 3,090 6.45 8,196 3.04 0.3486
2025-05-12 2025-03-31 13F SIMON PROPERTY GROUP COM 828806109 47,890 -4,895 -9.27 7,954 -12.51 0.3599
2025-02-07 2024-12-31 13F SIMON PROPERTY GROUP COM 828806109 52,785 0 0.00 9,090 1.89 0.4035
2024-11-08 2024-09-30 13F SIMON PROPERTY GROUP COM 828806109 52,785 -4,060 -7.14 8,922 3.38 0.3987
2024-08-13 2024-06-30 13F SIMON PROPERTY GROUP COM 828806109 56,845 -2,956 -4.94 8,629 -7.79 0.3968
2024-05-06 2024-03-31 13F SIMON PROPERTY GROUP COM 828806109 59,801 -5,940 -9.04 9,358 -0.20 0.4367
2024-02-12 2023-12-31 13F SIMON PROPERTY GROUP COM 828806109 65,741 137 0.21 9,377 32.31 0.4666
2023-11-14 2023-09-30 13F SIMON PROPERTY GROUP COM 828806109 65,604 2,240 3.54 7,087 -3.14 0.3904
2023-08-15 2023-06-30 13F SIMON PROPERTY GROUP COM 828806109 63,364 2,621 4.31 7,317 121,850.00 0.3940
2023-05-10 2023-03-31 13F SIMON PROPERTY GROUP COM 828806109 60,743 3,530 6.17 7 0.00 0.3802
2023-02-14 2022-12-31 13F SIMON PROPERTY GROUP COM 828806109 57,213 860 1.53 7 -99.88 0.4015
2022-11-14 2022-09-30 13F/A-1 SIMON PROPERTY GROUP COM 828806109 56,353 12,653 28.95 5,058 21.94 0.3232
2022-11-10 2022-09-30 13F SIMON PROPERTY GROUP COM 828806109 56,353 12,653 5,058 0.3284
2022-08-05 2022-06-30 13F SIMON PROPERTY GROUP REIT 828806109 43,700 4,100 10.35 4,148 -20.38 0.2454
2022-05-12 2022-03-31 13F SIMON PROPERTY GROUP COM 828806109 39,600 760 1.96 5,210 -16.04 0.2631
2022-02-08 2021-12-31 13F SIMON PROPERTY GROUP COM 828806109 38,840 -770 -1.94 6,205 20.53 0.2964
2021-11-05 2021-09-30 13F SIMON PROPERTY GROUP COM 828806109 39,610 -400 -1.00 5,148 -1.40 0.2761
2021-08-10 2021-06-30 13F/A-1 SIMON PROPERTY GROUP COM 828806109 40,010 5,920 17.37 5,221 34.63 0.2732
2021-08-09 2021-06-30 13F SIMON PROPERTY GROUP COM 828806109 40,010 5,920 5,221 0.2732
2021-05-06 2021-03-31 13F SIMON PROPERTY GROUP COM 828806109 34,090 29,090 581.80 3,878 810.33 0.2154
2021-02-08 2020-12-31 13F SIMON PROPERTY GROUP COM 828806109 5,000 5,000 426 0.0260
2020-05-08 2020-03-31 13F SIMON PROPERTY GROUP COM 828806109 0 -2,000 -100.00 0 -100.00
2020-02-04 2019-12-31 13F SIMON PROPERTY GROUP COM 828806109 2,000 0 0.00 298 -4.18 0.0202
2019-11-08 2019-09-30 13F SIMON PROPERTY GROUP COM 828806109 2,000 2,000 311 0.0233
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.