Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership358 shares
Latest Disclosed Value $ 66,778
Geneos Wealth Management Inc. reports 11.39% decrease in ownership of SPG / Simon Property Group, Inc.

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 358 shares of Simon Property Group, Inc. (MX:SPG) valued at $66,778 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 404 shares of Simon Property Group, Inc.. This represents a change in shares of -11.39% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-04 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 358 -46 -11.39 67 -10.81 0.0015
2026-01-28 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 404 -133 -24.77 75 -26.00 0.0018
2025-10-22 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 537 -904 -62.73 101 -56.71 0.0026
2025-08-18 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,441 8 0.56 232 -2.53 0.0057
2025-05-21 2025-03-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 1,433 583 68.59 238 62.33 0.0080
2025-05-08 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,854 1,004 308 0.0078
2025-01-21 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 850 850 146 0.0051
2022-05-16 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 0 -1,780 -100.00 0 -100.00
2022-02-09 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,780 -373 -17.32 284 -0.70 0.0108
2021-11-09 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,153 4 0.19 286 2.88 0.0110
2021-07-08 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,149 -291 -11.93 278 -6.40 0.0108
2021-06-17 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,440 3 0.12 297 44.17 0.0083
2021-05-19 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,437 31 1.29 206 34.64 0.0083
2021-09-07 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,406 -823 -25.49 153 -23.12 0.0079
2021-09-07 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,229 1,254 63.49 199 74.56 0.0111
2021-09-07 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,975 -604 -23.42 114 -70.00 0.0077
2021-09-07 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,579 -106 -3.95 380 -10.38 0.0203
2021-09-07 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,685 261 10.77 424 9.56 0.0253
2021-09-07 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,424 0 0.00 387 -12.24 0.0240
2021-09-07 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,424 -362 -12.99 441 -5.77 0.0291
2021-09-07 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,786 243 9.56 468 4.23 0.0346
2021-09-07 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,543 760 42.62 449 48.18 0.0299
2021-09-07 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,783 -349 -16.37 303 -7.90 0.0236
2021-09-07 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,132 -532 -19.97 329 -28.01 0.0287
2021-09-07 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,664 -204 -7.11 457 -0.87 0.0408
2021-09-07 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,868 1,213 73.29 461 72.66 0.0458
2021-09-07 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,655 -300 -15.35 267 -20.54 0.0274
2021-09-07 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,955 -13 -0.66 336 -3.72 0.0349
2021-09-07 2016-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,968 0 0.00 349 -14.25 0.0460
2021-09-07 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,968 -115 -5.52 407 -9.96 0.0548
2021-09-07 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,083 54 2.66 452 6.60 0.0656
2021-09-07 2016-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,029 2,029 424 0.0648
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.