Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionGotham Asset Management, LLC
ManagerJoel Greenblatt
Latest Disclosed Ownership70,384 shares
Latest Disclosed Value $ 13,128,728
Gotham Asset Management, LLC reports 45.41% increase in ownership of SPG / Simon Property Group, Inc.

On May 15, 2026 - Gotham Asset Management, LLC filed a 13F-HR form disclosing ownership of 70,384 shares of Simon Property Group, Inc. (MX:SPG) valued at $13,128,728 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 48,404 shares of Simon Property Group, Inc.. This represents a change in shares of 45.41% 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)
2026-05-15 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 70,384 21,980 45.41 13,129 46.52 0.0402
2026-02-17 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 48,404 36,424 304.04 8,960 298.58 0.0327
2025-11-14 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 11,980 9,127 319.91 2,248 390.83 0.0098
2025-08-14 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,853 -10,698 -78.95 459 -79.64 0.0027
2025-05-15 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 13,551 -1,816 -11.82 2,251 -14.97 0.0188
2025-02-14 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 15,367 -16,945 -52.44 2,646 -51.55 0.0251
2024-11-14 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 32,312 -1,050 -3.15 5,461 7.84 0.0565
2024-08-14 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 33,362 7,129 27.18 5,064 23.36 0.0656
2024-05-15 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 26,233 2,328 9.74 4,105 20.42 0.0620
2024-02-14 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 23,905 2,386 11.09 3,410 46.69 0.0633
2023-11-14 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 21,519 1,631 8.20 2,325 1.22 0.0480
2023-08-14 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 19,888 5,297 36.30 2,297 40.60 0.0500
2023-05-15 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 14,591 452 3.20 1,634 -1.69 0.0396
2023-02-14 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 14,139 -2,028 -12.54 1,661 14.47 0.0467
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 16,167 -5,763 -26.28 1,451 -30.31 0.0435
2022-08-15 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 21,930 10,376 89.80 2,082 36.97 0.0669
2022-05-16 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 11,554 -16,096 -58.21 1,520 -65.60 0.0471
2022-02-14 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 27,650 16,587 149.93 4,418 207.23 0.1425
2021-11-15 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 11,063 -929 -7.75 1,438 -8.12 0.0583
2021-08-16 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 11,992 -6,359 -34.65 1,565 -25.05 0.0663
2021-05-17 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 18,351 -28,371 -60.72 2,088 -47.59 0.0931
2021-02-16 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 46,722 6,229 15.38 3,984 52.12 0.1318
2020-11-16 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 40,493 14,265 54.39 2,619 46.07 0.0841
2020-08-13 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 26,228 -35,268 -57.35 1,793 -46.86 0.0537
2020-05-15 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 61,496 61,496 3,374 0.0937
2019-08-14 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 0 -12,542 -100.00 0 -100.00
2019-05-15 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 12,542 2,272 22.12 2,285 32.46 0.0335
2019-02-14 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 10,270 10,270 1,725 0.0268
2018-05-15 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 0 -4,297 -100.00 0 -100.00
2018-02-14 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,297 4,297 738 0.0107
2017-08-14 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 0 -1,830 -100.00 0 -100.00
2017-05-15 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,830 1,830 315 0.0040
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.