Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionGuggenheim Capital Llc
Latest Disclosed Ownership14,258 shares
Latest Disclosed Value $ 2,659,546
Guggenheim Capital Llc reports 26.72% increase in ownership of SPG / Simon Property Group, Inc.

On May 15, 2026 - Guggenheim Capital Llc filed a 13F-HR form disclosing ownership of 14,258 shares of Simon Property Group, Inc. (MX:SPG) valued at $2,659,546 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 11,252 shares of Simon Property Group, Inc.. This represents a change in shares of 26.72% 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 14,258 3,006 26.72 2,660 27.71 0.0103
2026-02-17 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 11,252 2,817 33.40 2,083 31.61 0.0149
2025-11-13 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 8,435 -2,911 -25.66 1,583 -13.22 0.0115
2025-08-13 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 11,346 248 2.23 1,824 -1.09 0.0145
2025-05-14 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 11,098 -2,274 -17.01 1,843 -19.94 0.0169
2025-02-13 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 13,372 -104,627 -88.67 2,303 -88.46 0.0187
2024-11-13 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 117,999 -33,113 -21.91 19,944 -13.05 0.1396
2024-08-14 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 151,112 -10,257 -6.36 22,939 -9.16 0.1627
2024-05-14 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 161,369 -13,397 -7.67 25,253 1.30 0.1779
2024-02-14 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 174,766 -6,694 -3.69 24,929 27.16 0.1884
2023-11-14 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 181,460 -7,076 -3.75 19,603 -9.96 0.1685
2023-08-11 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 188,536 31,294 19.90 21,772 23.66 0.1709
2023-05-11 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 157,242 -6,490 -3.96 17,606 -8.47 0.1482
2023-02-14 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 163,732 -1,619 -0.98 19,235 29.62 0.1690
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 165,351 2,454 1.51 14,840 -4.02 0.1359
2022-08-15 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 162,897 -34,227 -17.36 15,462 -40.38 0.1221
2022-05-16 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 197,124 16,193 8.95 25,933 -10.29 0.1560
2022-02-14 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 180,931 11,634 6.87 28,908 31.38 0.1508
2021-11-15 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 169,297 -994 -0.58 22,003 -0.98 0.1321
2021-08-13 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 170,291 -17,753 -9.44 22,220 3.86 0.1308
2021-05-13 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 188,044 24,411 14.92 21,394 53.32 0.1404
2021-02-16 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 163,633 60,346 58.43 13,954 108.92 0.0875
2020-11-13 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 103,287 -27,445 -20.99 6,679 -25.28 0.0483
2020-08-14 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 130,732 21,561 19.75 8,939 49.26 0.0692
2020-06-02 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 109,171 -12,369 -10.18 5,989 -66.92 0.0603
2020-02-20 2019-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 121,540 -13,632 -10.08 18,104 -13.95 0.1360
2020-02-14 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 121,540 -13,632 18,104 107,298.7891
2020-02-20 2019-09-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 135,172 -9,742 -6.72 21,040 -9.11 0.1681
2019-11-14 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 135,172 -9,742 21,040 154,187.2915
2019-08-14 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 144,914 -3,371 -2.27 23,150 -14.32 0.1884
2019-05-15 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 148,285 -7,189 -4.62 27,018 3.44 0.2202
2019-02-14 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 155,474 -2,486 -1.57 26,119 -6.45 0.2213
2018-11-14 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 157,960 33,536 26.95 27,920 31.84 0.1819
2018-08-14 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 124,424 -195,153 -61.07 21,177 -57.07 0.1413
2018-05-15 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 319,577 5,866 1.87 49,325 -8.45 0.1203
2018-02-14 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 313,711 27,662 9.67 53,878 16.98 0.1276
2017-11-14 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 286,049 -5,492 -1.88 46,059 -2.33 0.1082
2017-08-14 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 291,541 11,452 4.09 47,159 -2.13 0.1249
2017-05-15 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 280,089 8,671 3.19 48,184 -0.08 0.1306
2017-02-14 2016-12-31 13F SIMON PPTY GROUP INC COM 828806109 271,418 32,067 13.40 48,224 -2.67 0.1379
2016-11-14 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 239,351 -19,666 -7.59 49,547 -11.81 0.1541
2016-08-15 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 259,017 -29,402 -10.19 56,180 -6.21 0.1764
2016-05-16 2016-03-31 13F SIMON PPTY GROUP INC COM 828806109 288,419 -54,019 -15.77 59,902 -10.03 0.1890
2016-02-16 2015-12-31 13F SIMON PPTY GROUP INC COM 828806109 342,438 67,872 24.72 66,583 31.99 0.1937
2015-11-16 2015-09-30 13F SIMON PPTY GROUP INC COM 828806109 274,566 -70,821 -20.50 50,444 -15.59 0.1552
2015-08-14 2015-06-30 13F SIMON PPTY GROUP INC COM 828806109 345,387 -21,010 -5.73 59,760 -16.63 0.1475
2015-05-18 2015-03-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 366,397 87,613 31.43 71,680 41.19 0.1697
2015-05-15 2015-03-31 13F SIMON PPTY GROUP INC COM 828806109 366,397 71,680
2015-02-17 2014-12-31 13F SIMON PPTY GROUP INC COM 828806109 278,784 14,066 5.31 50,768 16.64 0.1274
2014-11-14 2014-09-30 13F SIMON PPTY GROUP INC COM 828806109 264,718 69,980 35.94 43,524 34.41 0.1050
2014-08-14 2014-06-30 13F SIMON PPTY GROUP INC COM 828806109 194,738 13,487 7.44 32,381 8.94 0.0819
2014-05-16 2014-03-31 13F SIMON PPTY GROUP INC COM 828806109 181,251 5,912 3.37 29,725 11.41 0.0846
2014-02-14 2013-12-31 13F SIMON PPTY GROUP INC COM 828806109 175,339 9,042 5.44 26,681 8.23 0.0811
2013-11-14 2013-09-30 13F SIMON PPTY GROUP INC COM 828806109 166,297 -26,326 -13.67 24,652 -18.96 0.0885
2013-08-22 2013-06-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 192,623 192,623 30,420 0.1279
2013-08-14 2013-06-30 13F SIMON PPTY GROUP INC COM 828806109 192,623 30,420 0.1283
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.