Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership14,402 shares
Latest Disclosed Value $ 2,686,405
CWM Advisors, LLC reports 57.58% decrease in ownership of SPG / Simon Property Group, Inc.

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 14,402 shares of Simon Property Group, Inc. (MX:SPG) valued at $2,686,405 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 33,950 shares of Simon Property Group, Inc.. This represents a change in shares of -57.58% 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)
2026-05-13 2026-03-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 14,402 -19,548 -57.58 2,686 -57.26 0.5389
2026-04-23 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 34,092 142 6,359 0.5234
2026-02-17 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 33,950 1,496 4.61 6,284 3.19 0.5655
2025-10-15 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 32,454 -883 -2.65 6,091 13.64 0.5928
2025-07-24 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 33,337 1,078 3.34 5,359 0.04 0.5838
2025-06-03 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 32,259 1,750 5.74 5,358 1.98 0.6368
2025-01-17 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 30,509 -882 -2.81 5,254 -0.98 0.5880
2024-10-10 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 31,391 -1,716 -5.18 5,306 5.57 0.5428
2024-08-12 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 33,107 -4,766 -12.58 5,026 -15.20 0.5792
2024-05-07 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 37,873 2,539 7.19 5,927 17.58 0.6064
2024-02-12 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 35,334 224 0.64 5,040 32.91 0.5543
2023-10-26 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 35,110 31,024 759.28 3,793 705.10 0.4843
2023-07-31 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,086 -263 -6.05 472 -3.09 0.0571
2023-04-24 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,349 -1,417 -24.58 487 -28.21 0.0620
2023-01-26 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 5,766 1,528 36.05 677 78.16 0.0872
2022-11-07 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,238 170 4.18 380 -1.55 0.0537
2022-08-10 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,068 615 17.81 386 -14.98 0.0512
2022-04-21 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,453 1 0.03 454 -17.75 0.0525
2022-02-14 2021-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 3,452 -53 -1.51 552 21.32 0.0633
2021-11-09 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 3,505 -29,451 -89.36 455 -89.42 0.0575
2021-08-10 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 32,956 8,345 33.91 4,300 53.57 0.5658
2021-04-30 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 24,611 6,559 36.33 2,800 81.94 0.4294
2021-02-12 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 18,052 -9,177 -33.70 1,539 -12.66 0.3404
2020-11-16 2020-09-30 13F SIMON PROPERTY GROUP COM 828806109 27,229 9,049 49.77 1,762 41.75 0.4849
2020-08-12 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 18,180 4,960 37.52 1,243 71.45 0.4293
2020-05-08 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 13,220 1,528 13.07 725 -58.38 0.2896
2020-01-24 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 11,692 623 5.63 1,742 1.10 0.6247
2019-11-13 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 11,069 1,620 17.14 1,723 14.11 0.6569
2019-07-16 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 9,449 1,182 14.30 1,510 0.27 0.6352
2019-05-16 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 8,267 1,841 28.65 1,506 39.57 0.6993
2019-02-21 2018-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 6,426 518 8.77 1,079 3.35 0.7255
2019-02-01 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,917 -623 826
2019-02-21 2018-09-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 5,908 872 17.32 1,044 21.82 0.6434
2018-11-07 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 5,540 2,499 979
2019-02-21 2018-06-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 5,036 3,087 158.39 857 184.72 0.6091
2018-07-19 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,041 3,041 518
2019-02-22 2018-03-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 1,949 438 28.99 301 16.22 0.3067
2019-02-21 2017-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 1,511 1,511 259 0.2202
2018-02-15 2017-12-31 13F Simon Ppty Group COM 828806109 420 72 0.0574
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.