Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionXponance, Inc.
Latest Disclosed Ownership89,286 shares
Latest Disclosed Value $ 16,654,518
Xponance, Inc. reports 9.41% increase in ownership of SPG / Simon Property Group, Inc.

On May 13, 2026 - Xponance, Inc. filed a 13F-HR form disclosing ownership of 89,286 shares of Simon Property Group, Inc. (MX:SPG) valued at $16,654,518 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 81,610 shares of Simon Property Group, Inc.. This represents a change in shares of 9.41% 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 SIMON PPTY GROUP INC COM 828806109 89,286 7,676 9.41 16,655 10.25 0.1184
2026-02-12 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 81,610 -11,938 -12.76 15,107 -13.96 0.1133
2025-11-12 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 93,548 11,389 13.86 17,556 32.93 0.1390
2025-08-14 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 82,159 1,092 1.35 13,208 -1.90 0.1104
2025-05-01 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 81,067 8,476 11.68 13,464 7.70 0.1302
2025-02-11 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 72,591 2,515 3.59 12,501 5.54 0.1140
2024-11-12 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 70,076 6,029 9.41 11,844 21.83 0.1143
2024-08-14 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 64,047 1,489 2.38 9,722 -0.68 0.0994
2024-05-13 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 62,558 7,150 12.90 9,790 23.86 0.1026
2024-01-31 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 55,408 5,490 11.00 7,903 46.57 0.0947
2023-10-24 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 49,918 -4,738 -8.67 5,393 -14.56 0.0734
2023-07-14 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 54,656 -1,291 -2.31 6,312 0.75 0.0840
2023-04-18 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 55,947 -15,181 -21.34 6,264 -25.04 0.0916
2023-01-24 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 71,128 23,510 49.37 8,356 95.51 0.1354
2022-10-24 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 47,618 4,767 11.12 4,274 5.09 0.0822
2022-08-02 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 42,851 -7,660 -15.17 4,067 -38.80 0.0817
2022-04-20 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 50,511 865 1.74 6,645 -16.23 0.1105
2022-01-31 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 49,646 4,050 8.88 7,932 33.85 0.1244
2021-11-05 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 45,596 -1,448 -3.08 5,926 -3.45 0.1125
2021-08-12 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 47,044 6,113 14.93 6,138 31.80 0.1128
2021-05-10 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 40,931 237 0.58 4,657 34.21 0.0986
2021-02-11 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 40,694 3,406 9.13 3,470 43.86 0.0756
2020-10-26 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 37,288 -31,520 -45.81 2,412 -48.74 0.0593
2020-08-14 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 68,808 68,808 4,705 0.1214
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.