Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionAndra AP-fonden
Latest Disclosed Ownership101,562 shares
Latest Disclosed Value $ 18,944,360
Andra AP-fonden reports 244.28% increase in ownership of SPG / Simon Property Group, Inc.

On May 8, 2026 - Andra AP-fonden filed a 13F-HR form disclosing ownership of 101,562 shares of Simon Property Group, Inc. (MX:SPG) valued at $18,944,360 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 29,500 shares of Simon Property Group, Inc.. This represents a change in shares of 244.28% 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)
2026-05-08 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 101,562 72,062 244.28 18,944 246.96 0.2257
2026-02-12 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 29,500 29,500 5,461 0.0675
2025-11-12 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 0 -170,400 -100.00 0 -100.00
2025-08-06 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 170,400 28,500 20.08 27,394 16.24 0.3811
2025-05-13 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 141,900 27,700 24.26 23,567 19.83 0.3864
2025-02-07 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 114,200 -85,200 -42.73 19,666 -41.65 0.3150
2024-11-12 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 199,400 17,200 9.44 33,703 21.86 0.4963
2024-08-07 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 182,200 41,700 29.68 27,658 25.79 0.4647
2024-05-13 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 140,500 140,500 21,987 0.3903
2023-11-09 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 0 -77,700 -100.00 0 -100.00
2023-08-09 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 77,700 7,400 10.53 8,973 13.99 0.2270
2023-05-12 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 70,300 14,600 26.21 7,871 131,083.33 0.2048
2023-02-13 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 55,700 -6,100 -9.87 7 -99.89 0.1983
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 61,800 -7,300 -10.56 5,547 -15.43 0.1818
2022-08-15 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 69,100 23,000 49.89 6,559 -10.94 0.1878
2022-02-15 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 46,100 -16,100 -25.88 7,365 -8.89 0.1500
2021-11-12 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 62,200 1,900 3.15 8,084 2.75 0.1664
2021-08-16 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 60,300 8,100 15.52 7,868 32.48 0.1607
2021-05-17 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 52,200 17,200 49.14 5,939 98.96 0.1309
2021-02-12 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 35,000 21,400 157.35 2,985 239.20 0.0659
2020-11-12 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 13,600 -46,200 -77.26 880 -78.48 0.0239
2020-08-06 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 59,800 4,600 8.33 4,089 35.04 0.1190
2020-05-13 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 55,200 12,400 28.97 3,028 -52.50 0.1101
2020-02-10 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 42,800 3,100 7.81 6,375 3.17 0.1824
2019-11-19 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 39,700 -5,200 -11.58 6,179 -13.86 0.1836
2019-08-15 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 44,900 6,200 16.02 7,173 1.72 0.2065
2019-05-14 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 38,700 -2,400 -5.84 7,052 -2.92 0.2054
2018-10-16 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 41,100 1,300 3.27 7,264 7.23 0.1873
2018-08-17 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 39,800 -11,600 -22.57 6,774 -14.62 0.1831
2018-04-10 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 51,400 14,900 40.82 7,934 26.56 0.2056
2018-02-14 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 36,500 7,200 24.57 6,269 32.87 0.1423
2017-10-31 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 29,300 -2,400 -7.57 4,718 -8.00 0.1104
2017-08-08 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 31,700 -22,100 -41.08 5,128 -44.59 0.1269
2017-05-15 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 53,800 100 0.19 9,255 -3.00 0.2171
2017-02-13 2016-12-31 13F SIMON PPTY GROUP INC COM 828806109 53,700 4,800 9.82 9,541 -5.75 0.2611
2016-11-14 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 48,900 -1,800 -3.55 10,123 -7.95 0.2711
2016-08-12 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 50,700 -2,100 -3.98 10,997 0.28 0.2808
2016-05-04 2016-03-31 13F SIMON PPTY GROUP INC COM 828806109 52,800 -2,600 -4.69 10,966 1.80 0.2870
2016-02-10 2015-12-31 13F SIMON PPTY GROUP INC COM 828806109 55,400 6,600 13.52 10,772 20.14 0.3077
2015-11-12 2015-09-30 13F SIMON PPTY GROUP INC COM 828806109 48,800 -4,700 -8.79 8,966 -3.14 0.2627
2015-08-13 2015-06-30 13F SIMON PPTY GROUP INC COM 828806109 53,500 16,200 43.43 9,257 26.86 0.2673
2015-05-14 2015-03-31 13F SIMON PPTY GROUP INC COM 828806109 37,300 -7,200 -16.18 7,297 -9.96 0.2066
2015-02-13 2014-12-31 13F SIMON PPTY GROUP INC COM 828806109 44,500 -3,400 -7.10 8,104 2.89 0.1878
2014-11-12 2014-09-30 13F SIMON PPTY GROUP INC COM 828806109 47,900 2,600 5.74 7,876 4.57 0.1847
2014-07-09 2014-06-30 13F SIMON PPTY GROUP INC COM 828806109 45,300 -47,000 -50.92 7,532 -50.24 0.1651
2014-05-13 2014-03-31 13F SIMON PPTY GROUP INC COM 828806109 92,300 4,400 5.01 15,137 13.17 0.3492
2014-02-05 2013-12-31 13F SIMON PPTY GROUP INC COM 828806109 87,900 2,800 3.29 13,375 6.03 0.3156
2013-11-07 2013-09-30 13F SIMON PPTY GROUP INC COM 828806109 85,100 3,300 4.03 12,614 -2.35 0.3216
2013-07-18 2013-06-30 13F SIMON PPTY GROUP INC COM 828806109 81,800 81,800 12,918 0.3361
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.