Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionClarius Group, LLC
Latest Disclosed Ownership4,832 shares
Latest Disclosed Value $ 894,452
Clarius Group, LLC reports 0.10% increase in ownership of SPG / Simon Property Group, Inc.

On January 14, 2026 - Clarius Group, LLC filed a 13F-HR form disclosing ownership of 4,832 shares of Simon Property Group, Inc. (MX:SPG) valued at $894,452 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 14, 2025 disclosing 4,827 shares of Simon Property Group, Inc.. This represents a change in shares of 0.10% 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)
2026-01-14 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,832 5 0.10 894 -1.22 0.0511
2025-10-14 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,827 -672 -12.22 906 2.38 0.0536
2025-07-22 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 5,499 -225 -3.93 884 -6.95 0.0515
2025-04-18 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 5,724 -8 -0.14 951 -3.75 0.0597
2025-01-16 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 5,732 -2,945 -33.94 987 -32.63 0.0674
2024-10-09 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 8,677 -66 -0.75 1,465 10.40 0.1028
2024-07-11 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 8,743 -110 -1.24 1,327 -4.19 0.0941
2024-04-17 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 8,853 -1,160 -11.58 1,385 -3.01 0.0957
2024-01-29 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 10,013 7,403 283.64 1,428 408.19 0.1184
2023-10-19 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,610 -847 -24.50 282 -29.57 0.0269
2023-08-10 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,457 29 0.85 399 4.18 0.0309
2023-04-17 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,428 103 3.10 384 0.0326
2023-01-25 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 3,325 217 6.98 0 -100.00 0.0352
2022-10-24 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 3,108 25 0.81 279 -4.78 0.0279
2022-08-10 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,083 221 7.72 293 -35.89 0.0292
2022-04-08 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,862 0 0.00 457 0.00 0.0362
2022-02-02 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,862 93 3.36 457 26.94 0.0362
2021-10-18 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,769 124 4.69 360 4.35 0.0322
2021-08-06 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,645 56 2.16 345 16.95 0.0310
2021-04-27 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,589 234 9.94 295 46.77 0.0289
2021-01-15 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,355 2,355 201 0.0217
2020-04-24 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 0 -1,389 -100.00 0 -100.00
2020-01-22 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,389 21 1.54 204 -4.23 0.0323
2019-10-22 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,368 1,368 213 0.0391
2019-08-02 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 0 -1,422 -100.00 0 -100.00
2019-05-14 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,422 1,422 259 0.0630
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.