Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionGWM Advisors LLC
Latest Disclosed Ownership32,802 shares
Latest Disclosed Value $ 723,811
GWM Advisors LLC reports 10.40% decrease in ownership of SPG / Simon Property Group, Inc.

On May 15, 2026 - GWM Advisors LLC filed a 13F-HR form disclosing ownership of 32,802 shares of Simon Property Group, Inc. (MX:SPG) valued at $723,811 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 36,608 shares of Simon Property Group, Inc.. This represents a change in shares of -10.40% 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)
2026-05-15 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 32,802 -3,806 -10.40 724 -89.33 0.0335
2026-02-18 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 36,608 3,575 10.82 6,776 9.31 0.0246
2025-11-17 2025-09-30 13F SIMON PROPERTY Common Stock 828806109 33,033 4,589 16.13 6,199 35.59 0.0282
2025-08-14 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 28,444 3,372 13.45 4,573 9.82 0.0236
2025-05-15 2025-03-31 13F SIMON PROPERTY Common Stock 828806109 25,072 -291 -1.15 4,164 -4.67 0.0247
2025-02-13 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 25,363 11,898 88.36 4,368 91.96 0.0262
2024-11-14 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 13,465 65 0.49 2,276 11.90 0.0148
2024-08-16 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 13,400 1,654 14.08 2,034 10.61 0.0148
2024-05-14 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 11,746 132 1.14 1,838 10.99 0.0160
2024-02-13 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 11,614 2,068 21.66 1,656 60.62 0.0157
2023-11-14 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 9,546 -1,194 -11.12 1,031 -16.85 0.0113
2023-08-14 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 10,740 582 5.73 1,240 9.06 0.0140
2023-05-12 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 10,158 -1,370 -11.88 1,137 64.31 0.0142
2023-02-14 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 11,528 4,414 62.05 693 8.46 0.0187
2022-11-14 2022-09-30 13F SIMON PROPERTY COM 828806109 7,114 -4,550 -39.01 638 -42.42 0.0105
2022-08-09 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 11,664 -2,107 -15.30 1,108 -38.85 0.0184
2022-05-13 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 13,771 -1,201 -8.02 1,812 -24.28 0.0291
2022-02-17 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 14,972 13,051 679.39 2,393 857.20 0.0361
2021-10-29 2021-09-30 13F SIMON PROPERTY Common Stock 828806109 1,921 38 2.02 250 1.63 0.0062
2021-07-22 2021-06-30 13F SIMON PROPERTY Common Stock 828806109 1,883 1,883 246 0.0065
2020-05-04 2020-03-31 13F SIMON PROPERTY Common Stock 828806109 0 -3,536 -100.00 0 -100.00
2020-01-31 2019-12-31 13F SIMON PROPERTY Common Stock 828806109 3,536 -1,803 -33.77 526 -36.63 0.0209
2019-11-06 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 5,339 -1,346 -20.13 830 -22.28 0.0369
2019-08-05 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 6,685 278 4.34 1,068 -8.48 0.0654
2019-05-14 2019-03-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 6,407 361 5.97 1,167 14.86 0.0754
2019-05-09 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 27,624 21,578 19
2019-01-28 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 6,046 4,575 311.01 1,016 290.77 0.0655
2018-10-29 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,471 19 1.31 260 5.69 0.0200
2018-07-19 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,452 -163 -10.09 246 -0.40 0.0225
2018-05-11 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,615 308 23.57 247 11.76 0.0282
2018-02-08 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,307 43 3.40 221 8.87 0.0299
2017-11-13 2017-09-30 13F SIMON PROPERTY Common Stock 828806109 1,264 1,081 590.71 203 625.00 0.0315
2017-08-17 2017-06-30 13F/A-1 SIMON PROPERTY Common Stock 828806109 183 183 -85.52 28 -86.21 0.0049
2017-08-16 2017-06-30 13F PACER TRENDPILOT MF Closed and MF Open 828806109 183 183 28
2015-11-13 2015-09-30 13F SIMON PPTY GROUP INC COM 828806109 0 -4,521 -100.00 0 -100.00
2015-07-28 2015-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,521 210 4.87 782 -7.24 0.6633
2015-06-01 2015-03-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 4,311 4,311 843 0.6004
2015-05-11 2015-03-31 13F SIMON PPTY GROUP INC COM 828806109 8,622 4,311 843
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.