Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionEdgar Lomax Co/va
Latest Disclosed Ownership33,035 shares
Latest Disclosed Value $ 6,162,019
Edgar Lomax Co/va reports 28.25% decrease in ownership of SPG / Simon Property Group, Inc.

On May 12, 2026 - Edgar Lomax Co/va filed a 13F-HR form disclosing ownership of 33,035 shares of Simon Property Group, Inc. (MX:SPG) valued at $6,162,019 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 46,045 shares of Simon Property Group, Inc.. This represents a change in shares of -28.25% 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)
2026-05-12 2026-03-31 13F SIMON PPTY GROUP INC N COM COM 828806109 33,035 -13,010 -28.25 6,162 -27.70 0.4396
2026-02-13 2025-12-31 13F SIMON PPTY GROUP INC N COM COM 828806109 46,045 -1,040 -2.21 8,523 -3.54 0.6475
2025-11-12 2025-09-30 13F SIMON PPTY GROUP INC N COM COM 828806109 47,085 -13,830 -22.70 8,836 -9.76 0.6920
2025-08-12 2025-06-30 13F SIMON PPTY GROUP INC N COM COM 828806109 60,915 -970 -1.57 9,793 -4.72 0.6194
2025-05-14 2025-03-31 13F SIMON PPTY GROUP INC N COM COM 828806109 61,885 -3,935 -5.98 10,278 -9.33 0.6427
2025-02-13 2024-12-31 13F SIMON PPTY GROUP INC N COM COM 828806109 65,820 -171,955 -72.32 11,335 -71.80 0.7306
2024-11-14 2024-09-30 13F SIMON PPTY GROUP INC N COM COM 828806109 237,775 -3,730 -1.54 40,189 9.62 2.4534
2024-08-13 2024-06-30 13F SIMON PPTY GROUP INC N COM COM 828806109 241,505 -4,270 -1.74 36,660 -4.68 2.3753
2024-05-14 2024-03-31 13F SIMON PPTY GROUP INC N COM COM 828806109 245,775 172,469 235.27 38,461 267.84 2.3774
2024-02-09 2023-12-31 13F SIMON PPTY GROUP INC N COM COM 828806109 73,306 -3,000 -3.93 10,456 26.85 0.6836
2023-11-14 2023-09-30 13F SIMON PPTY GROUP INC N COM COM 828806109 76,306 -1,315 -1.69 8,243 -8.03 0.5613
2023-08-11 2023-06-30 13F SIMON PPTY GROUP INC N COM COM 828806109 77,621 -1,059 -1.35 8,964 1.75 0.5903
2023-05-15 2023-03-31 13F SIMON PPTY GROUP INC N COM COM 828806109 78,680 19,175 32.22 8,810 26.02 0.5666
2023-02-13 2022-12-31 13F SIMON PPTY GROUP INC N COM COM 828806109 59,505 -565 -0.94 6,991 29.66 0.4243
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC N COM COM 828806109 60,070 -605 -1.00 5,391 -6.39 0.3726
2022-08-10 2022-06-30 13F SIMON PPTY GROUP INC N COM COM 828806109 60,675 1,675 2.84 5,759 -25.81 0.3607
2022-05-13 2022-03-31 13F SIMON PPTY GROUP INC N COM COM 828806109 59,000 -50,260 -46.00 7,762 -55.53 0.4554
2022-02-11 2021-12-31 13F SIMON PPTY GROUP INC N COM COM 828806109 109,260 -1,060 -0.96 17,456 21.75 1.0448
2021-11-12 2021-09-30 13F SIMON PPTY GROUP INC N COM COM 828806109 110,320 -2,200 -1.96 14,338 -2.34 0.9199
2021-08-09 2021-06-30 13F SIMON PPTY GROUP INC N COM COM 828806109 112,520 -4,375 -3.74 14,682 10.40 0.9121
2021-05-14 2021-03-31 13F SIMON PPTY GROUP INC N COM COM 828806109 116,895 40,170 52.36 13,299 103.26 0.8290
2021-02-11 2020-12-31 13F SIMON PPTY GROUP INC N COM COM 828806109 76,725 -1,250 -1.60 6,543 29.74 0.4446
2020-11-13 2020-09-30 13F SIMON PPTY GROUP INC N COM COM 828806109 77,975 3,300 4.42 5,043 -1.23 0.3886
2020-08-12 2020-06-30 13F SIMON PPTY GROUP INC N COM COM 828806109 74,675 1,525 2.08 5,106 27.24 0.4082
2020-05-14 2020-03-31 13F SIMON PPTY GROUP INC N COM COM 828806109 73,150 20,525 39.00 4,013 -48.81 0.3565
2020-02-11 2019-12-31 13F SIMON PPTY GROUP INC N COM COM 828806109 52,625 -1,840 -3.38 7,839 -7.53 0.5051
2019-11-14 2019-09-30 13F SIMON PPTY GROUP INC N COM COM 828806109 54,465 -500 -0.91 8,477 -3.46 0.5659
2019-08-09 2019-06-30 13F SIMON PPTY GROUP INC N COM COM 828806109 54,965 -800 -1.43 8,781 -13.58 0.5974
2019-05-15 2019-03-31 13F SIMON PPTY GROUP INC N COM COM 828806109 55,765 1,650 3.05 10,161 11.77 0.6968
2019-02-14 2018-12-31 13F SIMON PPTY GROUP INC N COM COM 828806109 54,115 -700 -1.28 9,091 -6.17 0.6905
2018-11-13 2018-09-30 13F SIMON PPTY GROUP INC N COM COM 828806109 54,815 -2,000 -3.52 9,689 0.21 0.6504
2018-08-14 2018-06-30 13F SIMON PPTY GROUP INC N COM COM 828806109 56,815 550 0.98 9,669 11.33 0.6792
2018-05-14 2018-03-31 13F SIMON PPTY GROUP INC N COM COM 828806109 56,265 8,800 18.54 8,685 6.54 0.6241
2018-02-13 2017-12-31 13F SIMON PPTY GROUP INC N COM COM 828806109 47,465 -1,300 -2.67 8,152 3.82 0.5567
2017-11-13 2017-09-30 13F SIMON PPTY GROUP INC N COM COM 828806109 48,765 -4,093 -7.74 7,852 -8.16 0.5543
2017-08-11 2017-06-30 13F SIMON PPTY GROUP INC N COM COM 828806109 52,858 -1,500 -2.76 8,550 -8.57 0.5843
2017-05-12 2017-03-31 13F SIMON PPTY GROUP INC N COM COM 828806109 54,358 17,068 45.77 9,351 41.15 0.6261
2017-02-13 2016-12-31 13F SIMON PPTY GROUP INC N COM COM 828806109 37,290 -3,096 -7.67 6,625 -20.75 0.4247
2016-11-15 2016-09-30 13F SIMON PPTY GROUP INC N COM COM 828806109 40,386 165 0.41 8,360 -4.17 0.5177
2016-08-11 2016-06-30 13F SIMON PPTY GROUP NEW COM COM 828806109 40,221 1,791 4.66 8,724 9.30 0.5472
2016-05-16 2016-03-31 13F SIMON PPTY GROUP NEW COM COM 828806109 38,430 1,100 2.95 7,982 9.98 0.5478
2016-02-12 2015-12-31 13F SIMON PPTY GROUP NEW COM COM 828806109 37,330 -7,300 -16.36 7,258 -11.48 0.5324
2015-11-13 2015-09-30 13F SIMON PPTY GROUP NEW COM COM 828806109 44,630 -1,600 -3.46 8,199 2.50 0.6226
2015-08-10 2015-06-30 13F SIMON PPTY GROUP Com 828806109 46,230 -725 -1.54 7,999 -12.92 0.5365
2015-05-14 2015-03-31 13F SIMON PPTY GROUP Com 828806109 46,955 -800 -1.68 9,186 5.62 0.5996
2015-02-11 2014-12-31 13F SIMON PPTY GROUP Com 828806109 47,755 930 1.99 8,697 12.96 0.5438
2014-11-13 2014-09-30 13F SIMON PPTY GROUP Com 828806109 46,825 1,200 2.63 7,699 1.48 0.5219
2014-08-13 2014-06-30 13F SIMON PPTY GROUP Com 828806109 45,625 400 0.88 7,587 2.29 0.5364
2014-05-15 2014-03-31 13F SIMON PPTY GROUP Com 828806109 45,225 4,025 9.77 7,417 18.31 0.5471
2014-02-13 2013-12-31 13F SIMON PPTY GROUP Com 828806109 41,200 41,200 6,269 0.4739
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.