Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionBCGM Wealth Management, LLC
Latest Disclosed Ownership11,354 shares
Latest Disclosed Value $ 2,117,781
BCGM Wealth Management, LLC reports 5.10% increase in ownership of SPG / Simon Property Group, Inc.

On May 5, 2026 - BCGM Wealth Management, LLC filed a 13F-HR form disclosing ownership of 11,354 shares of Simon Property Group, Inc. (MX:SPG) valued at $2,117,781 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 10,803 shares of Simon Property Group, Inc.. This represents a change in shares of 5.10% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-05 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 11,354 551 5.10 2,118 5.90 0.5320
2026-01-07 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 10,803 172 1.62 2,000 0.20 0.5103
2025-11-12 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 10,631 545 5.40 1,995 23.07 0.5191
2025-08-05 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 10,086 110 1.10 1,621 -2.11 0.4572
2025-05-08 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 9,976 -40 -0.40 1,657 -3.94 0.5091
2025-02-04 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 10,016 139 1.41 1,725 3.30 0.5471
2024-11-06 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 9,877 45 0.46 1,669 11.86 0.5415
2024-07-30 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 9,832 -154 -1.54 1,493 -4.48 0.5170
2024-05-07 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 9,986 340 3.52 1,563 13.60 0.5609
2024-02-13 2023-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 9,646 -88 -0.90 1,376 30.83 0.5603
2024-02-08 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 9,646 -88 1,376 0.5603
2023-11-08 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 9,734 254 2.68 1,052 -3.93 0.4831
2023-08-07 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 9,480 -77 -0.81 1,095 2.24 0.4821
2023-05-02 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 9,557 -250 -2.55 1,070 -7.12 0.5398
2023-02-07 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 9,807 1,400 16.65 1,152 22.81 0.5603
2022-11-03 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 8,407 1,832 27.86 938 31.37 0.4685
2022-08-01 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 6,575 6,575 714 0.3621
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.