Simon Property Group, Inc.
AT ˙ WBAG ˙ US8288061091
181,25 € ↑4,25 (2,40%)
2026-06-05
DEL PRIS
SecurityAT:SPGR / Simon Property Group, Inc.
InstitutionTd Private Client Wealth Llc
Latest Disclosed Ownership3,315 shares
Latest Disclosed Value $ 618,347
Td Private Client Wealth Llc reports 11.24% increase in ownership of SPGR / Simon Property Group, Inc.

On April 27, 2026 - Td Private Client Wealth Llc filed a 13F-HR form disclosing ownership of 3,315 shares of Simon Property Group, Inc. (AT:SPGR) valued at $529,737 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 2,980 shares of Simon Property Group, Inc.. This represents a change in shares of 11.24% during the quarter. The current value of the position is $600,844 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)
2026-04-27 2026-03-31 13F SIMON PPTY GROUP INC COMMON STOCK 828806109 3,315 335 11.24 618 12.16 0.0128
2026-02-05 2025-12-31 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 2,980 119 4.16 552 2.80 0.0118
2025-10-27 2025-09-30 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 2,861 -26 -0.90 537 15.52 0.0121
2025-07-15 2025-06-30 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 2,887 992 52.35 464 47.77 0.0114
2025-04-29 2025-03-31 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 1,895 300 18.81 315 14.60 0.0087
2025-02-11 2024-12-31 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 1,595 160 11.15 275 13.22 0.0077
2024-11-18 2024-09-30 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 1,435 35 2.50 243 14.15 0.0070
2024-08-14 2024-06-30 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 1,400 0 0.00 213 -3.20 0.0067
2024-08-16 2024-03-31 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 1,400 -289 -17.11 219 -8.75 0.0072
2024-08-16 2023-12-31 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 1,689 -2,184 -56.39 241 -42.58 0.0087
2024-08-16 2023-09-30 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 3,873 -4,071 -51.25 418 -54.42 0.0181
2024-08-16 2023-06-30 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 7,944 -791 -9.06 917 -6.24 0.0396
2024-08-16 2023-03-31 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 8,735 -423 -4.62 978 -9.02 0.0439
2024-08-16 2022-12-31 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 9,158 5,920 182.83 1,076 270.69 0.0508
2024-08-16 2022-09-30 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 3,238 662 25.70 291 18.85 0.0149
2024-08-16 2022-06-30 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 2,576 -18 -0.69 245 -28.45 0.0119
2024-08-16 2022-03-31 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 2,594 -60 -2.26 341 -19.58 0.0145
2024-08-16 2021-12-31 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 2,654 -127 -4.57 424 17.45 0.0176
2024-08-16 2021-09-30 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 2,781 33 1.20 361 0.84 0.0155
2024-08-16 2021-06-30 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 2,748 223 8.83 359 24.74 0.0153
2024-08-16 2021-03-31 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 2,525 -443 -14.93 287 13.44 0.0134
2024-08-16 2020-12-31 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 2,968 -120 -3.89 253 27.14 0.0128
2024-08-16 2020-09-30 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 3,088 -9 -0.29 200 -5.69 0.0112
2024-08-16 2020-06-30 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 3,097 671 27.66 212 58.65 0.0124
2024-08-16 2020-03-31 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 2,426 -2,280 -48.45 133 -81.03 0.0095
2024-08-16 2019-12-31 13F SIMON PPTY GROUP INC NEW COM COMMON STOCK 828806109 4,706 4,706 701 0.0419
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.