Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionAusdal Financial Partners, Inc.
Latest Disclosed Ownership1,296 shares
Latest Disclosed Value $ 241,835
Ausdal Financial Partners, Inc. reports 0.54% increase in ownership of SPG / Simon Property Group, Inc.

On May 12, 2026 - Ausdal Financial Partners, Inc. filed a 13F-HR form disclosing ownership of 1,296 shares of Simon Property Group, Inc. (MX:SPG) valued at $241,835 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,289 shares of Simon Property Group, Inc.. This represents a change in shares of 0.54% 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)
2026-05-12 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,296 7 0.54 242 1.26 0.0107
2026-02-13 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,289 -800 -38.30 239 -39.29 0.0111
2025-11-14 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,089 -3,577 -63.13 392 -56.92 0.0190
2025-08-14 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 5,666 189 3.45 911 0.11 0.0608
2025-05-15 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 5,477 311 6.02 910 2.25 0.0686
2025-02-12 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 5,166 -246 -4.55 890 -2.74 0.0768
2024-10-04 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 5,412 -301 -5.27 915 5.42 0.0950
2024-08-06 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 5,713 12 0.21 867 -2.80 0.0926
2024-04-12 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 5,701 -200 -3.39 892 6.06 0.1036
2024-01-11 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 5,901 -445 -7.01 842 22.77 0.1041
2023-11-08 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 6,346 -227 -3.45 686 -9.75 0.0944
2023-07-31 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 6,573 -115 -1.72 759 1.47 0.1032
2023-05-04 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 6,688 -138 -2.02 749 -6.62 0.1032
2023-02-03 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 6,826 -615 -8.27 802 19.91 0.1166
2022-11-09 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 7,441 1,228 19.77 668 13.22 0.1054
2022-08-09 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 6,213 86 1.40 590 -26.80 0.0890
2022-05-04 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 6,127 23 0.38 806 -17.33 0.1096
2022-02-08 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 6,104 -229 -3.62 975 18.47 0.1303
2021-11-01 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 6,333 -29 -0.46 823 -0.84 0.1224
2021-07-19 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 6,362 -608 -8.72 830 4.67 0.1256
2021-05-05 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 6,970 -3,166 -31.24 793 -8.22 0.1338
2021-02-01 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 10,136 10,136 864 0.1682
2018-02-08 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 0 -1,265 -100.00 0 -100.00
2017-11-13 2017-09-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 1,265 1,265 204 0.0810
2017-10-31 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,265 1,265 204 0.0814
2017-08-11 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 0 -1,265 -100.00 0 -100.00
2017-08-11 2017-03-31 13F/A-2 SIMON PPTY GROUP INC COM 828806109 1,265 0 0.00 218 -3.11 0.0982
2017-05-03 2017-03-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 1,265 0 218 0.1172
2017-05-01 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,265 0 225 0.1056
2017-01-23 2016-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,265 0 0.00 225 -14.12 0.1055
2016-10-25 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,265 0 0.00 262 -4.38 0.1320
2016-07-29 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,265 0 0.00 274 4.18 0.1406
2016-05-05 2016-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,265 0 0.00 263 6.91 0.1494
2016-02-17 2015-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,265 1,265 246 0.1244
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.