Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionIndependent Advisor Alliance
Latest Disclosed Ownership69,154 shares
Latest Disclosed Value $ 12,899,216
Independent Advisor Alliance reports 8.58% decrease in ownership of SPG / Simon Property Group, Inc.

On May 12, 2026 - Independent Advisor Alliance filed a 13F-HR form disclosing ownership of 69,154 shares of Simon Property Group, Inc. (MX:SPG) valued at $12,899,216 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 75,642 shares of Simon Property Group, Inc.. This represents a change in shares of -8.58% 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)
2026-05-12 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 69,154 -6,488 -8.58 12,899 -7.88 0.1384
2026-02-04 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 75,642 3,326 4.60 14,002 3.18 0.3401
2025-11-04 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 72,316 -525 -0.72 13,572 15.90 0.3527
2025-08-11 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 72,841 -2,948 -3.89 11,710 -6.98 0.3376
2025-05-12 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 75,789 6,335 9.12 12,587 5.24 0.4157
2025-02-07 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 69,454 2,661 3.98 11,961 5.94 0.1584
2024-11-13 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 66,793 -1,802 -2.63 11,289 8.42 0.4109
2024-08-12 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 68,595 -3,333 -4.63 10,413 -7.49 0.3566
2024-05-08 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 71,928 5,517 8.31 11,256 18.82 0.4063
2024-02-08 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 66,411 539 0.82 9,473 33.11 0.3412
2023-10-24 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 65,872 294 0.45 7,116 -6.02 0.3219
2023-07-28 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 65,578 2,383 3.77 7,573 7.02 0.3336
2023-05-12 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 63,195 16 0.03 7,076 9,460.81 0.3411
2023-02-13 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 63,179 -12,085 -16.06 74 -98.90 0.0026
2022-11-04 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 75,264 4,232 5.96 6,755 0.19 0.3939
2022-08-04 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 71,032 -9,803 -12.13 6,742 -36.61 0.3764
2022-05-06 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 80,835 10,119 14.31 10,635 -5.87 0.5119
2022-02-11 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 70,716 9,041 14.66 11,298 40.94 0.5573
2021-11-01 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 61,675 15,620 33.92 8,016 33.40 0.4457
2021-08-12 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 46,055 7,941 20.83 6,009 38.58 0.3293
2021-05-14 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 38,114 7,344 23.87 4,336 65.24 0.2572
2021-02-11 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 30,770 5,345 21.02 2,624 59.51 0.1781
2020-11-04 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 25,425 19,209 309.03 1,645 287.06 0.1248
2020-08-06 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 6,216 6,216 425 0.0455
2019-08-12 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 0 -1,120 -100.00 0 -100.00
2019-05-07 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,120 1,120 204 0.0287
2017-05-09 2017-03-31 13F SIMON PROPERTY Common Stock 828806109 0 -149 -100.00 0 -100.00
2017-02-15 2016-12-31 13F SIMON PROPERTY Common Stock 828806109 149 149 27 0.0107
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.