Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionCapital Analysts, Inc.
Latest Disclosed Ownership707 shares
Latest Disclosed Value $ 132
Capital Analysts, Inc. reports 10.51% decrease in ownership of SPG / Simon Property Group, Inc.

On May 14, 2026 - Capital Analysts, Inc. filed a 13F-HR form disclosing ownership of 707 shares of Simon Property Group, Inc. (MX:SPG) valued at $132 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 15, 2026 disclosing 790 shares of Simon Property Group, Inc..

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)
2026-05-14 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 707 -83 -10.51 0 0.0035
2026-05-15 2025-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 790 73 10.18 0 0.0042
2026-02-11 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 728 11 0 0.0041
2025-11-14 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 717 -2 -0.28 0 0.0039
2025-08-13 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 719 -7 -0.96 0 0.0039
2025-05-14 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 726 14 1.97 0 0.0045
2025-02-14 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 712 -34 -4.56 0 0.0049
2024-11-13 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 746 168 29.07 0 0.0051
2024-08-14 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 578 -71 -10.94 0 0.0038
2024-05-14 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 649 103 18.86 0 0.0047
2024-01-30 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 546 -44 -7.46 0 0.0039
2023-11-13 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 590 7 1.20 0 0.0036
2023-08-11 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 583 6 1.04 0 0.0037
2023-05-05 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 577 -92 -13.75 0 0.0037
2023-02-08 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 669 -76 -10.20 0 0.0048
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 745 28 3.91 0 0.0046
2022-08-12 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 717 66 10.14 0 0.0047
2022-05-12 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 651 -54 -7.66 0 0.0054
2022-02-10 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 705 140 24.78 0 0.0069
2021-11-04 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 565 46 8.86 0 0.0048
2021-11-15 2021-06-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 519 -11 -2.08 0 0.0046
2021-08-05 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 519 -11 0 0.0043
2021-05-17 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 530 -7 -1.30 0 0.0041
2021-02-16 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 537 537 0 0.0040
2020-05-08 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 0 -1,405 -100.00 0 -100.00
2020-02-12 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,405 -11 -0.78 209 -5.00 0.0207
2019-11-12 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,416 -6 -0.42 220 -3.08 0.0232
2019-08-13 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,422 -56 -3.79 227 -15.61 0.0247
2019-05-13 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,478 -57 -3.71 269 4.26 0.0311
2019-02-13 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,535 53 3.58 258 -1.53 0.0339
2018-11-07 2018-09-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 1,482 5 0.34 262 4.38 0.0299
2018-11-07 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,482 5 262
2018-11-07 2018-06-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 1,477 6 0.41 251 10.57 0.0299
2018-08-03 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,477 6 251
2018-05-14 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,471 -109 -6.90 227 -16.24 0.0281
2018-02-14 2017-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 1,580 -18 -1.13 271 5.45 0.0340
2017-11-06 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,598 -61 -3.68 257 -4.10 0.0345
2017-08-08 2017-06-30 13F SIMON PPTY GROUP COM 828806109 1,659 -5,171 -75.71 269 -77.17 0.0383
2017-05-05 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 6,830 702 11.46 1,175 7.81 0.1853
2017-02-10 2016-12-31 13F SIMON PPTY GROUP INC COM 828806109 6,128 204 3.44 1,089 -11.17 0.1907
2016-11-14 2016-09-30 13F * SIMON PPTY GROUP INC COM 828806109 5,924 485 8.92 1,226 3.99 0.2301
2016-07-14 2016-06-30 13F/A-1 * SIMON PPTY GROUP INC COM 828806109 5,439 96 1.80 1,180 6.31 0.2375
2016-05-13 2016-03-31 13F * SIMON PPTY GROUP INC COM 828806109 5,343 -428 -7.42 1,110 -1.16 0.2229
2016-02-16 2015-12-31 13F * SIMON PPTY GROUP INC COM 828806109 5,771 -101 -1.72 1,122 4.08 0.2280
2015-11-13 2015-09-30 13F * SIMON PPTY GROUP INC COM 828806109 5,872 -366 -5.87 1,079 -0.09 0.2062
2015-08-14 2015-06-30 13F * SIMON PPTY GROUP INC COM 828806109 6,238 5,321 580.26 1,079 502.79 0.2207
2015-04-30 2015-03-31 13F * SIMON PPTY GROUP INC COM 828806109 917 196 27.18 179 36.64 0.0374
2015-02-13 2014-12-31 13F * SIMON PPTY GROUP INC COM 828806109 721 97 15.54 131 28.43 0.0289
2014-11-12 2014-09-30 13F * SIMON PPTY GROUP INC COM 828806109 624 73 13.25 103 12.09 0.0241
2014-11-12 2014-06-30 13F * SIMON PPTY GROUP INC COM 828806109 551 -13,364 -96.04 92 -96.01 0.0224
2014-11-12 2014-03-31 13F * SIMON PPTY GROUP INC COM 828806109 13,915 1,709 14.00 2,282 22.89 0.5970
2014-11-12 2013-12-31 13F * SIMON PPTY GROUP INC COM 828806109 12,206 521 4.46 1,857 7.22 0.5053
2014-11-12 2013-09-30 13F * SIMON PPTY GROUP INC COM 828806109 11,685 215 1.87 1,732 -4.36 0.5187
2014-11-12 2013-06-30 13F * SIMON PPTY GROUP INC COM 828806109 11,470 591 5.43 1,811 4.99 0.5720
2014-11-12 2013-03-31 13F * SIMON PPTY GROUP INC COM 828806109 10,879 876 8.76 1,725 9.11 0.5788
2014-11-12 2012-12-31 13F * SIMON PPTY GROUP INC COM 828806109 10,003 10,003 1,581 0.6371
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.