Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionBruni J V & Co /co
Latest Disclosed Ownership26,475 shares
Latest Disclosed Value $ 4,938,382
Bruni J V & Co /co reports 3.50% decrease in ownership of SPG / Simon Property Group, Inc.

On May 7, 2026 - Bruni J V & Co /co filed a 13F-HR form disclosing ownership of 26,475 shares of Simon Property Group, Inc. (MX:SPG) valued at $4,938,382 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 27,436 shares of Simon Property Group, Inc.. This represents a change in shares of -3.50% 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)
2026-05-07 2026-03-31 13F Simon Ppty Group Inc Com 828806109 26,475 -961 -3.50 4,938 -2.76 0.5156
2026-02-10 2025-12-31 13F Simon Ppty Group Inc Com 828806109 27,436 -657 -2.34 5,079 -3.68 0.4986
2025-11-10 2025-09-30 13F Simon Ppty Group Inc Com 828806109 28,093 -1,089 -3.73 5,272 12.39 0.5322
2025-08-06 2025-06-30 13F Simon Ppty Group Inc Com 828806109 29,182 -514 -1.73 4,691 -4.87 0.4939
2025-05-12 2025-03-31 13F Simon Ppty Group Inc Com 828806109 29,696 -1,256 -4.06 4,932 -7.49 0.5732
2025-02-05 2024-12-31 13F Simon Ppty Group Inc Com 828806109 30,952 -59,527 -65.79 5,330 -65.15 0.6034
2024-11-07 2024-09-30 13F Simon Ppty Group Inc Com 828806109 90,479 -50,628 -35.88 15,293 -28.61 1.7046
2024-08-05 2024-06-30 13F Simon Ppty Group Inc Com 828806109 141,107 -570 -0.40 21,420 -3.39 2.6676
2024-05-07 2024-03-31 13F Simon Ppty Group Inc Com 828806109 141,677 -838 -0.59 22,171 9.07 2.6315
2024-02-05 2023-12-31 13F Simon Ppty Group Inc Com 828806109 142,515 798 0.56 20,328 32.78 2.5233
2023-11-06 2023-09-30 13F Simon Ppty Group Inc Com 828806109 141,717 2,356 1.69 15,310 -4.87 2.1534
2023-08-08 2023-06-30 13F Simon Ppty Group Inc Com 828806109 139,361 803 0.58 16,093 3.73 2.1364
2023-05-03 2023-03-31 13F Simon Ppty Group Inc Com 828806109 138,558 4,363 3.25 15,514 -1.59 2.1503
2023-02-06 2022-12-31 13F Simon Ppty Group Inc Com 828806109 134,195 9,513 7.63 15,765 40.88 2.2107
2022-11-02 2022-09-30 13F Simon Ppty Group Inc Com 828806109 124,682 2,170 1.77 11,190 -3.78 1.7564
2022-08-05 2022-06-30 13F Simon Ppty Group Inc Com 828806109 122,512 293 0.24 11,629 -27.68 1.7465
2022-05-09 2022-03-31 13F Simon Ppty Group Inc Com 828806109 122,219 353 0.29 16,079 -17.42 2.0203
2022-02-07 2021-12-31 13F Simon Ppty Group Inc Com 828806109 121,866 -1,078 -0.88 19,471 21.85 2.4020
2021-11-03 2021-09-30 13F Simon Ppty Group Inc Com 828806109 122,944 -1,215 -0.98 15,979 -1.36 2.0882
2021-08-05 2021-06-30 13F Simon Ppty Group Inc Com 828806109 124,159 -5,435 -4.19 16,200 9.88 2.0510
2021-05-06 2021-03-31 13F Simon Ppty Group Inc Com 828806109 129,594 -719 -0.55 14,744 32.67 1.8751
2021-02-08 2020-12-31 13F Simon Ppty Group Inc Com 828806109 130,313 -1,694 -1.28 11,113 30.16 1.7050
2020-11-05 2020-09-30 13F Simon Ppty Group Inc Com 828806109 132,007 -3,360 -2.48 8,538 -7.76 1.7014
2020-08-10 2020-06-30 13F Simon Ppty Group Inc Com 828806109 135,367 7,040 5.49 9,256 31.48 1.9820
2020-05-06 2020-03-31 13F Simon Ppty Group Inc Com 828806109 128,327 33,051 34.69 7,040 -50.39 1.8065
2020-02-10 2019-12-31 13F Simon Ppty Group Inc Com 828806109 95,276 272 0.29 14,192 -4.02 2.4302
2019-11-12 2019-09-30 13F Simon Ppty Group Inc Com 828806109 95,004 1,362 1.45 14,787 -1.16 2.6713
2019-08-01 2019-06-30 13F Simon Ppty Group Inc Com 828806109 93,642 -670 -0.71 14,960 -12.95 2.6426
2019-05-06 2019-03-31 13F Simon Ppty Group Inc Com 828806109 94,312 274 0.29 17,185 8.79 3.1186
2019-02-11 2018-12-31 13F Simon Ppty Group Inc Com 828806109 94,038 18,905 25.16 15,797 18.95 3.0957
2018-11-07 2018-09-30 13F Simon Ppty Group Inc Com 828806109 75,133 343 0.46 13,280 4.33 2.1511
2018-08-09 2018-06-30 13F Simon Ppty Group Inc Com 828806109 74,790 921 1.25 12,729 11.64 2.2104
2018-05-08 2018-03-31 13F Simon Ppty Group Inc Com 828806109 73,869 -139 -0.19 11,402 -10.29 1.9669
2018-02-12 2017-12-31 13F Simon Ppty Group Inc Com 828806109 74,008 3,192 4.51 12,710 11.47 2.1456
2017-11-08 2017-09-30 13F Simon Ppty Group Inc Com 828806109 70,816 -99 -0.14 11,402 -0.60 2.1736
2017-08-08 2017-06-30 13F Simon Ppty Group Inc Com 828806109 70,915 2,317 3.38 11,471 -2.80 2.1861
2017-05-04 2017-03-31 13F Simon Ppty Group Inc Com 828806109 68,598 68,598 11,801 2.0587
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.