Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionBamco Inc /ny/
Latest Disclosed Ownership166,058 shares
Latest Disclosed Value $ 30,974,799
Bamco Inc /ny/ reports 34.31% decrease in ownership of SPG / Simon Property Group, Inc.

On May 15, 2026 - Bamco Inc /ny/ filed a 13F-HR form disclosing ownership of 166,058 shares of Simon Property Group, Inc. (MX:SPG) valued at $30,974,799 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 252,790 shares of Simon Property Group, Inc.. This represents a change in shares of -34.31% 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 COM 828806109 166,058 -86,732 -34.31 30,975 -33.81 0.0935
2026-02-17 2025-12-31 13F SIMON PPTY GROUP COM 828806109 252,790 13,035 5.44 46,794 4.00 0.1268
2025-11-14 2025-09-30 13F SIMON PPTY GROUP COM 828806109 239,755 -1,183 -0.49 44,995 16.16 0.1193
2025-08-14 2025-06-30 13F SIMON PPTY GROUP COM 828806109 240,938 181,804 307.44 38,733 294.43 0.1050
2025-05-15 2025-03-31 13F SIMON PPTY GROUP COM 828806109 59,134 -3,700 -5.89 9,821 -9.24 0.0288
2025-02-14 2024-12-31 13F SIMON PPTY GROUP COM 828806109 62,834 36,693 140.37 10,821 144.91 0.0280
2024-11-14 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 26,141 -16,934 -39.31 4,418 -32.43 0.0117
2024-08-14 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 43,075 -19,257 -30.89 6,539 -32.97 0.0187
2024-05-15 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 62,332 -1,800 -2.81 9,754 6.64 0.0260
2024-02-14 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 64,132 64,132 9,148 0.0244
2023-05-15 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 0 -62,490 -100.00 0 -100.00
2023-02-14 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 62,490 44,816 253.57 7,341 362.86 0.0247
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 17,674 17,674 1,586 0.0051
2022-08-15 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 0 -190,815 -100.00 0 -100.00
2022-05-13 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 190,815 -185,199 -49.25 25,104 -58.21 0.0616
2022-02-14 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 376,014 -26,246 -6.52 60,076 14.91 0.1274
2021-11-12 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 402,260 18,520 4.83 52,282 4.42 0.1184
2021-08-13 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 383,740 148,962 63.45 50,070 87.45 0.1146
2021-05-19 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 234,778 221,541 1,673.65 26,711 2,265.90 0.0658
2021-02-12 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 13,237 13,237 1,129 0.0028
2019-08-15 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 0 -355 -100.00 0 -100.00
2019-05-15 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 355 -105 -22.83 65 -15.58 0.0003
2019-02-14 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 460 216 88.52 77 79.07 0.0004
2018-11-14 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 244 0 0.00 43 2.38 0.0002
2018-08-14 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 244 -25 -9.29 42 0.00 0.0002
2018-05-09 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 269 269 42 0.0002
2017-08-14 2017-06-30 13F SIMON PROPERTY GROUP INC COM 828806109 0 -97,351 -100.00 0 -100.00
2017-05-15 2017-03-31 13F SIMON PROPERTY GROUP INC COM 828806109 97,351 -37,985 -28.07 16,747 -30.35 0.0887
2017-02-14 2016-12-31 13F SIMON PROPERTY GROUP INC COM 828806109 135,336 -15,687 -10.39 24,045 -23.09 0.1354
2016-11-15 2016-09-30 13F/A-1 SIMON PROPERTY GROUP INC COM 828806109 151,023 -57,089 -27.43 31,263 -30.74 0.1657
2016-11-14 2016-09-30 13F SIMON PROPERTY GROUP INC COM 828806109 151,023 31,263
2016-08-15 2016-06-30 13F SIMON PROPERTY GROUP INC COM 828806109 208,112 -83,920 -28.74 45,139 -25.58 0.2400
2016-05-16 2016-03-31 13F SIMON PROPERTY GROUP INC COM 828806109 292,032 -6,702 -2.24 60,652 4.42 0.3209
2016-02-16 2015-12-31 13F SIMON PROPERTY GROUP INC COM 828806109 298,734 102,577 52.29 58,086 61.18 0.2690
2015-11-16 2015-09-30 13F SIMON PROPERTY GROUP INC COM 828806109 196,157 -1,700 -0.86 36,038 5.27 0.1627
2015-08-14 2015-06-30 13F SIMON PROPERTY GROUP INC COM 828806109 197,857 8,300 4.38 34,233 -7.69 0.1346
2015-05-15 2015-03-31 13F SIMON PROPERTY GROUP INC COM 828806109 189,557 0 0.00 37,085 7.43 0.1435
2015-02-18 2014-12-31 13F/A-1 SIMON PROPERTY GROUP INC COM 828806109 189,557 70,480 59.19 34,520 76.31 0.1384
2015-02-17 2014-12-31 13F SIMON PROPERTY GROUP INC COM 828806109 189,557 34,520
2014-11-13 2014-09-30 13F SIMON PROPERTY GROUP INC COM 828806109 119,077 0 0.00 19,579 -1.12 0.0811
2014-08-14 2014-06-30 13F SIMON PROPERTY GROUP INC COM 828806109 119,077 200 0.17 19,800 1.56 0.0786
2014-05-15 2014-03-31 13F SIMON PROPERTY GROUP INC COM 828806109 118,877 108,977 1,100.78 19,496 1,194.56 0.0794
2014-02-18 2013-12-31 13F/A-1 SIMON PROPERTY GROUP INC COM 828806109 9,900 2,100 1,506 0.0062
2014-05-15 2013-12-31 13F/A-2 SIMON PROPERTY GROUP INC COM 828806109 9,900 2,100 26.92 1,506 30.28 0.0062
2014-02-14 2013-12-31 13F SIMON PROPERTY GROUP INC COM 828806109 9,900 1,506
2013-11-14 2013-09-30 13F SIMON PROPERTY GROUP INC COM 828806109 7,800 3,100 65.96 1,156 55.80 0.0053
2013-08-14 2013-06-30 13F/A-1 SIMON PROPERTY GROUP INC COM 828806109 4,700 4,700 742 0.0039
2013-08-14 2013-06-30 13F SIMON PROPERTY GROUP INC COM 828806109 4,700 742 0.0039
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.