Simon Property Group, Inc.
AT ˙ WBAG ˙ US8288061091
181,25 € ↑4,25 (2,40%)
2026-06-05
DEL PRIS
SecurityAT:SPGR / Simon Property Group, Inc.
InstitutionStelac Advisory Services LLC
Latest Disclosed Ownership833 shares
Latest Disclosed Value $ 155,379
Stelac Advisory Services LLC ownership in SPGR / Simon Property Group, Inc.

On May 8, 2026 - Stelac Advisory Services LLC filed a 13F-HR form disclosing ownership of 833 shares of Simon Property Group, Inc. (AT:SPGR) valued at $133,113 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 833 shares of Simon Property Group, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $150,981 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)
2026-05-08 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 833 0 0.00 155 0.65 0.0314
2026-02-12 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 833 0 0.00 154 -1.28 0.0545
2025-11-13 2025-09-30 13F Simon Property Group COM 828806109 833 -60 -6.72 156 9.09 0.0540
2025-08-12 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 893 -5 -0.56 144 -4.03 0.0546
2025-05-14 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 898 17 1.93 149 -1.32 0.0615
2025-02-10 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 881 0 0.00 152 2.03 0.0591
2024-11-05 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 881 0 0.00 149 11.28 0.0603
2024-07-29 2024-06-30 13F SIMON PROPERTY GROUP COM 828806109 881 0 0.00 134 -2.92 0.0561
2024-05-14 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 881 0 0.00 138 9.60 0.0647
2024-02-08 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 881 881 126 0.0676
2023-11-13 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 0 -881 -100.00 0 -100.00
2023-08-10 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 881 -327 -27.07 102 -25.19 0.0454
2023-05-09 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,208 0 0.00 135 -4.26 0.0588
2023-02-16 2022-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 1,208 0 0.00 142 30.56 0.0643
2023-02-14 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,208 0 142 0.0644
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,208 0 0.00 108 -6.09 0.0492
2022-08-10 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,208 0 0.00 115 -27.67 0.0462
2022-06-28 2022-03-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 1,208 0 0.00 159 -17.62 0.0572
2022-05-10 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,479 271 195 0.0659
2022-06-28 2021-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 1,208 -4,340 -78.23 193 -73.23 0.0523
2022-02-14 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,208 -4,340 193 0.0550
2022-06-28 2021-09-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 5,548 -3,897 -41.26 721 -41.48 0.1935
2021-11-15 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 5,819 -4,168 756 0.1622
2022-06-28 2021-06-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 9,445 -368 -3.75 1,232 10.39 0.2811
2021-08-09 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 9,987 174 1,303 0.2362
2022-06-28 2021-03-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 9,813 -944 -8.78 1,116 21.70 0.4117
2021-05-13 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 10,817 60 1,231 0.3526
2021-02-11 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 10,757 519 5.07 917 38.52 0.2372
2020-11-02 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 10,238 4,590 81.27 662 71.50 0.2259
2020-07-29 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 5,648 5,648 386 0.1497
2018-02-12 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 0 -1,385 -100.00 0 -100.00
2017-11-08 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,385 1,385 223 0.0671
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.