Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionCabot Wealth Management Inc
Latest Disclosed Ownership1,745 shares
Latest Disclosed Value $ 325,495
Cabot Wealth Management Inc ownership in SPG / Simon Property Group, Inc.

On April 24, 2026 - Cabot Wealth Management Inc filed a 13F-HR form disclosing ownership of 1,745 shares of Simon Property Group, Inc. (MX:SPG) valued at $325,495 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 1,745 shares of Simon Property Group, Inc.. This represents a change in shares of 0.00% 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)
2026-04-24 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,745 0 0.00 325 0.62 0.0374
2026-02-03 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,745 0 0.00 323 -1.22 0.0357
2025-10-31 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,745 0 0.00 327 16.79 0.0363
2025-07-31 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,745 0 0.00 281 -3.11 0.0334
2025-04-22 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,745 0 0.00 290 -3.67 0.0369
2025-02-04 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,745 0 0.00 301 2.04 0.0382
2024-10-15 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,745 0 0.00 295 11.36 0.0369
2024-07-12 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,745 0 0.00 265 -3.30 0.0347
2024-05-03 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,745 0 0.00 273 10.08 0.0357
2024-02-12 2023-12-31 13F SIMON PPTY GROUOP INC COM 828806109 1,745 1,745 249 0.0346
2023-10-26 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 0 -1,820 -100.00 0 0.0000
2023-07-13 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,820 -25 -1.36 0 0.0314
2023-04-20 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,845 50 2.79 0 0.0327
2023-01-31 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,795 1,795 0 0.0356
2022-08-01 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 0 -1,795 -100.00 0 -100.00
2022-04-14 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,795 0 0.00 236 -17.77 0.0318
2022-01-26 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,795 -50 -2.71 287 19.58 0.0364
2021-10-21 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,845 100 5.73 240 5.26 0.0322
2021-07-26 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,745 1,745 228 0.0305
2020-04-23 2020-03-31 13F Simon Ppty Group Inc COM 828806109 0 -2,329 -100.00 0 -100.00
2020-02-12 2019-12-31 13F Simon Ppty Group Inc COM 828806109 2,329 0 0.00 347 -4.41 0.0670
2019-10-31 2019-09-30 13F Simon Ppty Group Inc COM 828806109 2,329 -170 -6.80 363 -9.02 0.0767
2019-08-06 2019-06-30 13F Simon Ppty Group Inc COM 828806109 2,499 0 0.00 399 -12.31 0.0842
2019-05-13 2019-03-31 13F Simon Ppty Group Inc COM 828806109 2,499 0 0.00 455 8.33 0.1000
2019-02-12 2018-12-31 13F Simon Ppty Group Inc COM 828806109 2,499 0 0.00 420 -4.98 0.1025
2018-10-30 2018-09-30 13F Simon Ppty Group Inc COM 828806109 2,499 0 0.00 442 4.00 0.0948
2018-08-09 2018-06-30 13F Simon Ppty Group Inc COM 828806109 2,499 0 0.00 425 10.10 0.0947
2018-05-11 2018-03-31 13F Simon Ppty Group Inc COM 828806109 2,499 0 0.00 386 -10.02 0.0863
2018-02-12 2017-12-31 13F Simon Ppty Group Inc COM 828806109 2,499 -13 -0.52 429 6.19 0.0928
2017-11-06 2017-09-30 13F Simon Ppty Group Inc COM 828806109 2,512 0 0.00 404 -0.49 0.0907
2017-08-01 2017-06-30 13F Simon Ppty Group Inc COM 828806109 2,512 0 0.00 406 -6.02 0.0944
2017-05-09 2017-03-31 13F Simon Ppty Group Inc COM 828806109 2,512 -113 -4.30 432 -7.30 0.1063
2017-02-07 2016-12-31 13F Simon Ppty Group Inc COM 828806109 2,625 13 0.50 466 -13.86 0.1261
2016-11-08 2016-09-30 13F Simon Ppty Group Inc COM 828806109 2,612 0 0.00 541 -4.59 0.1391
2016-07-11 2016-06-30 13F Simon Ppty Group Inc COM 828806109 2,612 0 0.00 567 4.61 0.1493
2016-05-09 2016-03-31 13F Simon Ppty Group Inc COM 828806109 2,612 0 0.00 542 6.69 0.1508
2016-01-13 2015-12-31 13F Simon Ppty Group Inc COM 828806109 2,612 0 0.00 508 5.83 0.1298
2015-11-03 2015-09-30 13F Simon Ppty Group Inc COM 828806109 2,612 -13 -0.50 480 5.73 0.1325
2015-08-07 2015-06-30 13F Simon Ppty Group Inc COM 828806109 2,625 0 0.00 454 -11.67 0.1103
2015-05-07 2015-03-31 13F Simon Ppty Group Inc COM 828806109 2,625 0 0.00 514 7.53 0.1250
2015-02-13 2014-12-31 13F Simon Ppty Group Inc COM 828806109 2,625 0 0.00 478 10.65 0.1180
2014-10-17 2014-09-30 13F Simon Ppty Group Inc COM 828806109 2,625 0 0.00 432 -0.92 0.1105
2014-07-28 2014-06-30 13F Simon Ppty Group Inc COM 828806109 2,625 13 0.50 436 1.87 0.1095
2014-04-14 2014-03-31 13F Simon Ppty Group Inc COM 828806109 2,612 0 0.00 428 7.81 0.1125
2014-02-11 2013-12-31 13F Simon Ppty Group Inc COM 828806109 2,612 -45 -1.69 397 0.76 0.1039
2013-10-23 2013-09-30 13F Simon Ppty Group Inc COM 828806109 2,657 0 0.00 394 -6.19 0.1180
2013-07-16 2013-06-30 13F Simon Ppty Group Inc COM 828806109 2,657 2,657 420 0.1445
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.