Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionBelpointe Asset Management LLC
Latest Disclosed Ownership4,447 shares
Latest Disclosed Value $ 829,639
Belpointe Asset Management LLC reports 5.80% decrease in ownership of SPG / Simon Property Group, Inc.

On April 28, 2026 - Belpointe Asset Management LLC filed a 13F-HR form disclosing ownership of 4,447 shares of Simon Property Group, Inc. (MX:SPG) valued at $829,639 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 4,721 shares of Simon Property Group, Inc.. This represents a change in shares of -5.80% 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)
2026-04-28 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,447 -274 -5.80 830 -5.15 0.0303
2026-01-27 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,721 -207 -4.20 874 -5.41 0.0316
2025-11-03 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,928 960 24.19 925 45.05 0.0353
2025-07-22 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,968 -86 -2.12 638 -5.35 0.0266
2025-05-20 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,054 -15 -0.37 673 -1.03 0.0350
2025-02-13 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,069 0 0.00 681 -1.02 0.0410
2024-11-13 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,069 -7 -0.17 688 11.17 0.0413
2024-08-02 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,076 -80 -1.92 619 -4.92 0.0432
2024-05-08 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,156 -239 -5.44 650 3.83 0.0487
2024-02-13 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,395 -6 -0.14 627 31.79 0.0551
2023-11-15 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,401 -79 -1.76 475 -8.12 0.0492
2023-08-15 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,480 -3,443 -43.46 517 -41.71 0.0547
2023-05-15 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 7,923 808 11.36 887 6.23 0.0479
2023-02-08 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 7,115 -1,239 -14.83 836 11.48 0.0505
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 8,354 3,003 56.12 749 47.73 0.0506
2022-08-02 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 5,351 223 4.35 507 -24.89 0.0340
2022-04-28 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 5,128 1,223 31.32 675 8.17 0.0409
2022-02-15 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 3,905 -76 -1.91 624 20.46 0.0389
2021-11-15 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 3,981 15 0.38 518 0.19 0.0353
2021-08-09 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,966 1,599 67.55 517 92.19 0.0372
2021-05-14 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,367 -103 -4.17 269 27.49 0.0230
2021-02-16 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,470 2,470 211 0.0189
2020-07-20 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 0 -1,645 -100.00 0 -100.00
2020-02-18 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,645 1,645 245 0.0311
2018-08-06 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 0 -1,970 -100.00 0 -100.00
2018-02-14 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,970 1,970 338 0.0740
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.