Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionAdvisory Services Network, LLC
Latest Disclosed Ownership22,932 shares
Latest Disclosed Value $ 4,277,606
Advisory Services Network, LLC reports 7.55% decrease in ownership of SPG / Simon Property Group, Inc.

On May 15, 2026 - Advisory Services Network, LLC filed a 13F-HR form disclosing ownership of 22,932 shares of Simon Property Group, Inc. (MX:SPG) valued at $4,277,606 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 24,805 shares of Simon Property Group, Inc.. This represents a change in shares of -7.55% 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)
2026-05-15 2026-03-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 22,932 -1,873 -7.55 4,278 -6.84 0.0395
2026-02-17 2025-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 24,805 594 2.45 4,592 1.06 0.0650
2025-11-18 2025-09-30 13F SIMON PPTY GROUP INC REIT 828806109 24,211 1,561 6.89 4,544 22.49 0.0666
2025-08-19 2025-06-30 13F SIMON PPTY GROUP INC REIT 828806109 22,650 695 3.17 3,710 1.73 0.0597
2025-05-15 2025-03-31 13F SIMON PPTY GROUP INC REIT 828806109 21,955 -3,327 -13.16 3,646 -16.24 0.0701
2025-02-13 2024-12-31 13F SIMON PPTY GROUP INC REIT 828806109 25,282 606 2.46 4,354 16.23 0.0811
2024-11-14 2024-09-30 13F SIMON PPTY GROUP INC REIT 828806109 24,676 0 0.00 3,746 0.00 0.0774
2024-08-13 2024-06-30 13F SIMON PPTY GROUP INC REIT 828806109 24,676 1,229 5.24 3,746 2.07 0.0774
2024-05-06 2024-03-31 13F SIMON PPTY GROUP INC REIT 828806109 23,447 -4,596 -16.39 3,669 -8.27 0.0814
2024-02-09 2023-12-31 13F SIMON PPTY GROUP INC REIT 828806109 28,043 -40 -0.14 4,000 31.88 0.0978
2023-11-14 2023-09-30 13F SIMON PPTY GROUP INC REIT 828806109 28,083 13,848 97.28 3,034 84.60 0.0815
2023-08-09 2023-06-30 13F SIMON PPTY GROUP INC REIT 828806109 14,235 697 5.15 1,644 8.45 0.0438
2023-05-17 2023-03-31 13F SIMON PPTY GROUP INC REIT 828806109 13,538 1,754 14.88 1,516 9.47 0.0420
2023-02-13 2022-12-31 13F SIMON PPTY GROUP INC REIT 828806109 11,784 -2,056 -14.86 1,384 11.34 0.0424
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC REIT 828806109 13,840 -6,915 -33.32 1,243 -36.90 0.0439
2022-08-02 2022-06-30 13F SIMON PPTY GROUP INC REIT 828806109 20,755 5,080 32.41 1,970 -4.42 0.0674
2022-05-23 2022-03-31 13F SIMON PPTY GROUP INC REIT 828806109 15,675 7,386 89.11 2,061 55.66 0.0607
2022-02-14 2021-12-31 13F SIMON PPTY GROUP INC REIT 828806109 8,289 986 13.50 1,324 39.52 0.0381
2021-11-05 2021-09-30 13F SIMON PPTY GROUP INC REIT 828806109 7,303 -63 -0.86 949 -1.25 0.0302
2021-08-12 2021-06-30 13F SIMON PPTY GROUP INC REIT 828806109 7,366 4,432 151.06 961 187.72 0.0303
2021-05-24 2021-03-31 13F SIMON PPTY GROUP INC REIT 828806109 2,934 2,033 225.64 334 339.47 0.0124
2021-02-09 2020-12-31 13F SIMON PPTY GROUP INC REIT 828806109 901 -603 -40.09 76 -21.65 0.0030
2020-11-16 2020-09-30 13F SIMON PPTY GROUP INC REIT 828806109 1,504 1,504 97 0.0046
2020-08-10 2020-06-30 13F SIMON PPTY GROUP INC REIT 828806109 0 -1,352 -100.00 0 -100.00
2020-05-15 2020-03-31 13F SIMON PPTY GROUP INC REIT 828806109 1,352 14 1.05 74 -63.00 0.0048
2020-02-04 2019-12-31 13F SIMON PPTY GROUP INC REIT 828806109 1,338 33 2.53 200 -4.31 0.0105
2019-11-04 2019-09-30 13F SIMON PPTY GROUP INC REIT 828806109 1,305 0 0.00 209 0.00 0.0128
2019-08-01 2019-06-30 13F SIMON PPTY GROUP INC REIT 828806109 1,305 1,029 372.83 209 318.00 0.0128
2019-05-20 2019-03-31 13F SIMON PPTY GROUP INC REIT 828806109 276 -1,324 -82.75 50 -81.41 0.0035
2019-02-15 2018-12-31 13F SIMON PPTY GROUP INC REIT 828806109 1,600 44 2.83 269 -2.18 0.0235
2018-11-02 2018-09-30 13F SIMON PPTY GROUP INC REIT 828806109 1,556 78 5.28 275 8.70 0.0201
2018-07-27 2018-06-30 13F SIMON PPTY GROUP INC REIT 828806109 1,478 415 39.04 253 54.27 0.0193
2018-04-23 2018-03-31 13F SIMON PPTY GROUP INC REIT 828806109 1,063 -173 -14.00 164 -22.64 0.0131
2018-02-08 2017-12-31 13F SIMON PPTY GROUP INC REIT 828806109 1,236 1,102 822.39 212 863.64 0.0185
2017-10-12 2017-09-30 13F SIMON PPTY GROUP INC REIT 828806109 134 39 41.05 22 46.67 0.0025
2017-08-17 2017-06-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 95 95 15 0.0020
2017-04-28 2017-03-31 13F SIMON PPTY GROUP INC REIT 828806109 0 -42 -100.00 0 -100.00
2016-10-07 2016-09-30 13F SIMON PPTY GROUP INC REIT 828806109 42 -23 -35.38 9 -35.71 0.0017
2016-07-27 2016-06-30 13F SIMON PPTY GROUP INC REIT 828806109 65 -71 -52.21 14 -50.00 0.0032
2016-04-21 2016-03-31 13F SIMON PPTY GROUP INC REIT 828806109 136 33 32.04 28 40.00 0.0076
2016-01-27 2015-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 103 7 7.29 20 11.11 0.0064
2015-10-01 2015-09-30 13F SIMON PROPERTY GROUP REIT 828806109 96 0 0.00 18 5.88 0.0054
2015-07-02 2015-06-30 13F SIMON PROPERTY GROUP REIT 828806109 96 96 17 0.0050
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.