Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionBokf, Na
Latest Disclosed Ownership99,343 shares
Latest Disclosed Value $ 18,530,450
Bokf, Na reports 6.26% decrease in ownership of SPG / Simon Property Group, Inc.

On May 8, 2026 - Bokf, Na filed a 13F-HR form disclosing ownership of 99,343 shares of Simon Property Group, Inc. (MX:SPG) valued at $18,530,450 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 105,972 shares of Simon Property Group, Inc.. This represents a change in shares of -6.26% 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 PROPERTY GROUP INC REIT common 828806109 99,343 -6,629 -6.26 18,530 -5.54 0.2182
2026-02-03 2025-12-31 13F SIMON PROPERTY GROUP INC REIT common 828806109 105,972 -8,990 -7.82 19,616 -9.08 0.3002
2025-11-13 2025-09-30 13F SIMON PROPERTY GROUP INC REIT common 828806109 114,962 -670 -0.58 21,575 16.06 0.3246
2025-08-12 2025-06-30 13F SIMON PROPERTY GROUP INC REIT common 828806109 115,632 88,021 318.79 18,589 305.43 0.3010
2025-05-13 2025-03-31 13F SIMON PROPERTY GROUP INC REIT common 828806109 27,611 24,963 942.71 4,586 914.38 0.0811
2025-02-14 2024-12-31 13F SIMON PROPERTY GROUP INC REIT common 828806109 2,648 -1,397 -34.54 453 -33.53 0.0076
2024-11-14 2024-09-30 13F SIMON PROPERTY GROUP INC REIT common 828806109 4,045 240 6.31 681 17.85 0.0121
2024-08-08 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,805 3,596 1,720.57 578 1,703.13 0.0104
2024-05-15 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 209 -412 -66.34 32 -63.64 0.0006
2024-02-14 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 621 -434 -41.14 89 -23.48 0.0017
2023-11-14 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,055 247 30.57 116 23.66 0.0026
2023-08-21 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 808 -33 -3.92 93 -1.06 0.0019
2023-05-11 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 841 -10,801 -92.78 94 -93.12 0.0020
2023-02-13 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 11,642 -1,055 -8.31 1,368 20.02 0.0252
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 12,697 1,658 15.02 1,139 8.79 0.0230
2022-08-11 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 11,039 -106 -0.95 1,047 -28.58 0.0201
2022-05-13 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 11,145 8,139 270.76 1,466 205.42 0.0242
2022-03-11 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 3,006 103 3.55 480 27.32 0.0074
2021-11-10 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,903 -4,239 -59.35 377 -53.63 0.0065
2021-04-21 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 7,142 -618 -7.96 813 22.81 0.0148
2021-02-12 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 7,760 -17 -0.22 662 31.61 0.0126
2020-10-30 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 7,777 -1,390 -15.16 503 -19.78 0.0110
2020-08-12 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 9,167 2,962 47.74 627 83.87 0.0147
2020-05-13 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 6,205 -314 -4.82 341 -64.88 0.0098
2020-02-12 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 6,519 381 6.21 971 1.57 0.0219
2019-11-13 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 6,138 -141 -2.25 956 -4.78 0.0230
2019-08-14 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 6,279 -662 -9.54 1,004 -20.63 0.0241
2019-05-15 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 6,941 -312 -4.30 1,265 3.77 0.0303
2019-02-13 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 7,253 -1,204 -14.24 1,219 -18.46 0.0349
2018-11-13 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 8,457 -75 -0.88 1,495 2.89 0.0375
2018-08-13 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 8,532 504 6.28 1,453 17.27 0.0391
2018-05-14 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 8,028 590 7.93 1,239 -2.98 0.0352
2018-02-14 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 7,438 -414 -5.27 1,277 1.03 0.0352
2017-11-14 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 7,852 495 6.73 1,264 6.22 0.0367
2017-08-14 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 7,357 24 0.33 1,190 -5.63 0.0374
2017-05-15 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 7,333 -700 -8.71 1,261 -11.63 0.0394
2017-02-14 2016-12-31 13F SIMON PPTY GROUP INC COM 828806109 8,033 -360 -4.29 1,427 -17.85 0.0469
2016-11-10 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 8,393 -123 -1.44 1,737 -5.96 0.0575
2016-08-12 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 8,516 -40 -0.47 1,847 3.88 0.0651
2016-05-13 2016-03-31 13F SIMON PPTY GROUP INC COM 828806109 8,556 93 1.10 1,778 8.09 0.0643
2016-02-09 2015-12-31 13F SIMON PPTY GROUP INC COM 828806109 8,463 -2,198 -20.62 1,645 -16.03 0.0595
2015-11-13 2015-09-30 13F SIMON PPTY GROUP INC COM 828806109 10,661 1,379 14.86 1,959 21.98 0.0737
2015-08-13 2015-06-30 13F SIMON PPTY GROUP INC COM 828806109 9,282 334 3.73 1,606 -8.28 0.0545
2015-05-14 2015-03-31 13F SIMON PPTY GROUP INC COM 828806109 8,948 3,030 51.20 1,751 62.28 0.0589
2015-02-12 2014-12-31 13F SIMON PPTY GROUP INC COM 828806109 5,918 -3,881 -39.61 1,079 -33.02 0.0372
2014-11-13 2014-09-30 13F SIMON PPTY GROUP INC COM 828806109 9,799 128 1.32 1,611 0.12 0.0538
2014-08-14 2014-06-30 13F SIMON PPTY GROUP INC COM 828806109 9,671 848 9.61 1,609 11.20 0.0516
2014-05-14 2014-03-31 13F SIMON PPTY GROUP INC COM 828806109 8,823 183 2.12 1,447 10.04 0.0480
2014-02-14 2013-12-31 13F SIMON PPTY GROUP INC COM 828806109 8,640 1,061 14.00 1,315 17.10 0.0441
2013-11-12 2013-09-30 13F SIMON PPTY GROUP INC COM 828806109 7,579 -3,930 -34.15 1,123 -38.23 0.0408
2013-08-14 2013-06-30 13F SIMON PPTY GROUP INC COM 828806109 11,509 11,509 1,818 0.0687
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.