Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionJamison Private Wealth Management, Inc.
Latest Disclosed Ownership30,376 shares
Latest Disclosed Value $ 5,666,021
Jamison Private Wealth Management, Inc. reports 1.55% increase in ownership of SPG / Simon Property Group, Inc.

On April 27, 2026 - Jamison Private Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 30,376 shares of Simon Property Group, Inc. (MX:SPG) valued at $5,666,021 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 29,911 shares of Simon Property Group, Inc.. This represents a change in shares of 1.55% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-27 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 30,376 465 1.55 5,666 2.35 0.6891
2026-01-15 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 29,911 850 2.92 5,537 1.52 0.6727
2025-10-14 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 29,061 1,825 6.70 5,454 24.55 0.6908
2025-07-22 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 27,236 12,981 91.06 4,378 84.96 0.6286
2025-04-22 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 14,255 878 6.56 2,367 2.78 0.3608
2025-01-21 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 13,377 2,478 22.74 2,304 25.03 0.3401
2024-10-15 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 10,899 2,446 28.94 1,842 43.57 0.2804
2024-07-11 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 8,453 699 9.01 1,283 5.77 0.2132
2024-04-26 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 7,754 2,089 36.88 1,213 50.31 0.2051
2024-01-17 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 5,665 631 12.53 808 48.62 0.1513
2024-01-05 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 5,034 5,034 544 0.1124
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.