Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionGreat Valley Advisor Group, Inc.
Latest Disclosed Ownership3,496 shares
Latest Disclosed Value $ 652,383
Great Valley Advisor Group, Inc. reports 48.14% increase in ownership of SPG / Simon Property Group, Inc.

On May 11, 2026 - Great Valley Advisor Group, Inc. filed a 13F-HR form disclosing ownership of 3,496 shares of Simon Property Group, Inc. (MX:SPG) valued at $652,383 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,360 shares of Simon Property Group, Inc.. This represents a change in shares of 48.14% 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)
2026-05-11 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,496 1,136 48.14 652 49.54 0.0119
2026-02-12 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,360 52 2.25 437 0.93 0.0084
2025-11-14 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,308 -970 -29.59 433 -17.87 0.0087
2025-08-14 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,278 -23,077 -87.56 527 -87.98 0.0117
2025-05-08 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 26,355 1,150 4.56 4,377 0.83 0.0942
2025-02-24 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 25,205 -1,185 -4.49 4,340 -2.69 0.0972
2024-11-12 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 26,390 1,435 5.75 4,460 17.77 0.1096
2024-07-16 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 24,955 -1,849 -6.90 3,788 -9.70 0.1060
2024-05-06 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 26,804 358 1.35 4,194 11.22 0.1274
2024-02-06 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 26,446 2,436 10.15 3,772 45.43 0.1324
2023-11-07 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 24,010 -1,149 -4.57 2,594 -10.74 0.1075
2023-08-10 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 25,159 757 3.10 2,906 6.33 0.1218
2023-05-03 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 24,402 267 1.11 2,732 -3.63 0.1274
2023-02-01 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 24,135 -823 -3.30 2,835 26.56 0.1449
2022-10-21 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 24,958 4,190 20.18 2,240 13.65 0.1254
2022-07-19 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 20,768 1,074 5.45 1,971 -23.93 0.1083
2022-04-20 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 19,694 968 5.17 2,591 -13.37 0.1511
2022-02-10 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 18,726 677 3.75 2,991 27.49 0.1848
2021-10-14 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 18,049 619 3.55 2,346 3.17 0.1617
2021-07-27 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 17,430 -3,802 -17.91 2,274 -5.88 0.1681
2021-04-20 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 21,232 894 4.40 2,416 39.33 0.2325
2021-01-29 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 20,338 927 4.78 1,734 38.06 0.1794
2020-10-21 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 19,411 13,028 204.10 1,256 188.07 0.1542
2020-07-31 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 6,383 474 8.02 436 34.15 0.0714
2020-05-15 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 5,909 139 2.41 325 -62.21 0.0861
2020-02-10 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 5,770 104 1.84 860 -2.27 0.1915
2019-10-25 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 5,666 5,666 880 0.2124
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.