Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionAdell Harriman & Carpenter Inc
Latest Disclosed Ownership12,893 shares
Latest Disclosed Value $ 2,404,931
Adell Harriman & Carpenter Inc reports 4.20% decrease in ownership of SPG / Simon Property Group, Inc.

On May 4, 2026 - Adell Harriman & Carpenter Inc filed a 13F-HR form disclosing ownership of 12,893 shares of Simon Property Group, Inc. (MX:SPG) valued at $2,404,931 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 13,458 shares of Simon Property Group, Inc.. This represents a change in shares of -4.20% during the quarter.

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)
2026-05-04 2026-03-31 13F Simon Property Group Com 828806109 12,893 -565 -4.20 2,405 -3.49 0.1467
2026-02-06 2025-12-31 13F Simon Property Group Com 828806109 13,458 50 0.37 2,491 -0.99 0.1488
2025-11-04 2025-09-30 13F Simon Property Group Com 828806109 13,408 1,823 15.74 2,516 35.12 0.1528
2025-08-04 2025-06-30 13F Simon Property Group Com 828806109 11,585 -2,890 -19.97 1,862 -22.55 0.1235
2025-04-29 2025-03-31 13F Simon Property Group Com 828806109 14,475 -265 -1.80 2,404 -5.28 0.1811
2025-01-30 2024-12-31 13F Simon Property Group Com 828806109 14,740 -210 -1.40 2,538 0.48 0.1766
2024-10-25 2024-09-30 13F Simon Property Group Com 828806109 14,950 -1,690 -10.16 2,527 0.04 0.1838
2024-08-01 2024-06-30 13F Simon Property Group Com 828806109 16,640 -1,953 -10.50 2,526 -13.20 0.1951
2024-04-25 2024-03-31 13F Simon Property Group Com 828806109 18,593 -897 -4.60 2,910 4.64 0.2396
2024-02-05 2023-12-31 13F Simon Property Group Com 828806109 19,490 -200 -1.02 2,780 30.70 0.2573
2023-11-07 2023-09-30 13F Simon Property Group Com 828806109 19,690 660 3.47 2,127 -4.49 0.2207
2023-08-04 2023-06-30 13F Simon Property Group Com 828806109 19,030 -1,449 -7.08 2,227 -2.88 0.2263
2023-05-03 2023-03-31 13F Simon Property Group Com 828806109 20,479 -4,601 -18.35 2,293 -22.17 0.2462
2023-02-03 2022-12-31 13F Simon Property Group Com 828806109 25,080 5,385 27.34 2,946 66.72 0.3388
2022-11-03 2022-09-30 13F Simon Property Group Com 828806109 19,695 1,050 5.63 1,768 -0.11 0.2151
2022-08-03 2022-06-30 13F Simon Property Group Com 828806109 18,645 4,242 29.45 1,770 -6.60 0.2170
2022-04-29 2022-03-31 13F Simon Property Group Com 828806109 14,403 1,635 12.81 1,895 -7.11 0.1842
2022-02-16 2021-12-31 13F Simon Property Group Com 828806109 12,768 2,013 18.72 2,040 45.96 0.1893
2021-11-05 2021-09-30 13F Simon Property Group Com 828806109 10,755 1,380 14.72 1,398 14.23 0.1456
2021-08-10 2021-06-30 13F Simon Property Group Com 828806109 9,375 545 6.17 1,223 21.81 0.1288
2021-05-03 2021-03-31 13F Simon Property Group Com 828806109 8,830 1,425 19.24 1,005 59.11 0.1219
2021-02-05 2020-12-31 13F Simon Property Group Com 828806109 7,405 900 13.84 631 50.24 0.0832
2020-11-06 2020-09-30 13F Simon Property Group Com 828806109 6,505 2,074 46.81 421 39.07 0.0628
2020-08-13 2020-06-30 13F SIMON PPTY GRP Com 828806109 4,431 -8,532 -65.82 303 -57.52 0.0519
2020-05-07 2020-03-31 13F SIMON PPTY GRP Com 828806109 12,963 -734 -5.36 711 -65.15 0.1506
2020-02-07 2019-12-31 13F SIMON PPTY GRP Com 828806109 13,697 -2,115 -13.38 2,040 -17.11 0.3356
2019-11-08 2019-09-30 13F SIMON PPTY GRP Com 828806109 15,812 998 6.74 2,461 4.02 0.4457
2019-08-07 2019-06-30 13F SIMON PPTY GRP Com 828806109 14,814 1,644 12.48 2,367 -1.38 0.4421
2019-05-07 2019-03-31 13F SIMON PPTY GRP Com 828806109 13,170 1,265 10.63 2,400 20.01 0.4667
2019-02-08 2018-12-31 13F SIMON PPTY GRP Com 828806109 11,905 4,579 62.50 2,000 54.48 0.4408
2018-11-14 2018-09-30 13F SIMON PPTY GRP Com 828806109 7,326 1,480 25.32 1,295 30.18 0.2423
2018-08-06 2018-06-30 13F SIMON PPTY GRP Com 828806109 5,846 -2,014 -25.62 995 -18.05 0.1972
2018-05-08 2018-03-31 13F SIMON PPTY GRP Com 828806109 7,860 -6,467 -45.14 1,213 -50.69 0.2517
2018-02-05 2017-12-31 13F SIMON PPTY GRP Com 828806109 14,327 -3,157 -18.06 2,461 -12.61 0.5207
2017-11-06 2017-09-30 13F SIMON PPTY GRP Com 828806109 17,484 -1,298 -6.91 2,815 -7.34 0.6151
2017-08-04 2017-06-30 13F SIMON PPTY GRP Com 828806109 18,782 -3,893 -17.17 3,038 -22.10 0.6868
2017-05-01 2017-03-31 13F SIMON PPTY GRP csus 828806109 22,675 -2,615 -10.34 3,901 -13.20 0.8946
2017-02-03 2016-12-31 13F SIMON PPTY GRP COM 828806109 25,290 -2,051 -7.50 4,493 -20.60 1.1182
2016-11-04 2016-09-30 13F SIMON PPTY GRP Com 828806109 27,341 -255 -0.92 5,660 -5.45 1.4337
2016-08-05 2016-06-30 13F SIMON PPTY GRP Com 828806109 27,596 -52 -0.19 5,986 4.23 1.5632
2016-05-11 2016-03-31 13F SIMON PPTY GRP COM 828806109 27,648 0 0.00 5,742 6.83 1.5442
2016-02-12 2015-12-31 13F SIMON PPTY GRP Com 828806109 27,648 5,416 24.36 5,376 31.61 1.4437
2015-11-12 2015-09-30 13F SIMON PPTY GRP Com 828806109 22,232 756 3.52 4,084 9.93 1.1994
2015-08-14 2015-06-30 13F SIMON PPTY GRP Com 828806109 21,476 2,711 14.45 3,716 1.20 0.9586
2015-05-11 2015-03-31 13F SIMON PPTY GRP Com 828806109 18,765 1,767 10.40 3,671 18.61 0.9664
2015-02-09 2014-12-31 13F SIMON PPTY GRP COM 828806109 16,998 758 4.67 3,096 14.63 0.8435
2014-11-13 2014-09-30 13F SIMON PPTY GRP Com 828806109 16,240 0 0.00 2,700 0.00 0.7426
2014-08-11 2014-06-30 13F SIMON PPTY GRP Com 828806109 16,240 798 5.17 2,700 6.64 0.7426
2014-05-06 2014-03-31 13F SIMON PPTY GRP Com 828806109 15,442 1,698 12.35 2,532 21.09 0.7476
2014-02-07 2013-12-31 13F SIMON PPTY GRP Com 828806109 13,744 906 7.06 2,091 9.94 0.6497
2013-11-05 2013-09-30 13F SIMON PPTY GRP Com 828806109 12,838 1,950 17.91 1,903 10.65 0.5355
2013-08-07 2013-06-30 13F SIMON PPTY GRP Com 828806109 10,888 10,888 1,719 0.6160
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.