Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionJanney Montgomery Scott LLC
Latest Disclosed Ownership200,271 shares
Latest Disclosed Value $ 37,357
Janney Montgomery Scott LLC reports 58.29% increase in ownership of SPG / Simon Property Group, Inc.

On April 22, 2026 - Janney Montgomery Scott LLC filed a 13F-HR form disclosing ownership of 200,271 shares of Simon Property Group, Inc. (MX:SPG) valued at $37,357 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 126,522 shares of Simon Property Group, Inc.. This represents a change in shares of 58.29% 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)
2026-04-22 2026-03-31 13F SIMON PPTY GRP INC REIT 828806109 200,271 73,749 58.29 37 60.87 0.0925
2026-02-11 2025-12-31 13F SIMON PPTY GRP INC REIT 828806109 126,522 -1,871 -1.46 23 -4.17 0.0537
2025-10-27 2025-09-30 13F SIMON PPTY GRP INC REIT 828806109 128,393 -3,398 -2.58 24 14.29 0.0571
2025-07-17 2025-06-30 13F SIMON PPTY GRP INC REIT 828806109 131,791 61,505 87.51 21 90.91 0.0554
2025-04-17 2025-03-31 13F SIMON PPTY GRP INC REIT 828806109 70,286 1,296 1.88 12 0.00 0.0331
2025-01-17 2024-12-31 13F SIMON PPTY GRP INC REIT 828806109 68,990 -1,394 -1.98 12 0.00 0.0329
2024-10-29 2024-09-30 13F SIMON PPTY GRP INC REIT 828806109 70,384 -6,166 -8.05 12 0.00 0.0332
2024-07-25 2024-06-30 13F SIMON PPTY GRP INC REIT 828806109 76,550 2,792 3.79 12 0.00 0.0354
2024-05-01 2024-03-31 13F SIMON PPTY GRP INC REIT 828806109 73,758 16,349 28.48 12 37.50 0.0343
2024-02-08 2023-12-31 13F SIMON PPTY GRP INC REIT 828806109 57,409 2,895 5.31 8 60.00 0.0266
2023-11-08 2023-09-30 13F SIMON PPTY GRP INC REIT 828806109 54,514 7,528 16.02 6 0.00 0.0220
2023-07-26 2023-06-30 13F SIMON PPTY GRP INC REIT 828806109 46,986 -8,763 -15.72 5 -16.67 0.0189
2023-04-28 2023-03-31 13F SIMON PPTY GRP INC REIT 828806109 55,749 4,119 7.98 6 0.00 0.0255
2023-02-01 2022-12-31 13F SIMON PPTY GRP INC REIT 828806109 51,630 -813 -1.55 6 -99.87 0.0236
2022-10-25 2022-09-30 13F SIMON PPTY GRP INC REIT 828806109 52,443 15,465 41.82 4,706 28.23 0.0202
2022-08-03 2022-06-30 13F SIMON PPTY GRP INC REIT 828806109 36,978 -39,809 -51.84 3,670 -63.67 0.0166
2022-05-04 2022-03-31 13F SPDR SP MID CAP VAL ETF REIT 828806109 76,787 -1,996 -2.53 10,102 -19.74 0.0432
2022-01-27 2021-12-31 13F SIMON PPTY GRP INC REIT 828806109 78,783 22,472 39.91 12,587 71.98 0.0488
2021-10-29 2021-09-30 13F SIMON PPTY GRP INC REIT 828806109 56,311 -4,033 -6.68 7,319 -7.05 0.0313
2021-07-26 2021-06-30 13F SIMON PPTY GRP INC REIT 828806109 60,344 -1,312 -2.13 7,874 12.25 0.0347
2021-04-27 2021-03-31 13F SIMON PPTY GRP INC REIT 828806109 61,656 52,980 610.65 7,015 847.97 0.0341
2021-01-25 2020-12-31 13F SIMON PPTY GRP INC REIT 828806109 8,676 8,676 740 0.0036
2020-11-06 2020-09-30 13F SIMON PPTY GRP INC REIT 828806109 0 -5,424 -100.00 0 -100.00
2020-07-23 2020-06-30 13F SIMON PPTY GRP INC REIT 828806109 5,424 -1,668 -23.52 371 -4.63 0.0023
2020-04-30 2020-03-31 13F SIMON PPTY GRP INC REIT 828806109 7,092 -4,342 -37.97 389 -77.16 0.0031
2020-01-21 2019-12-31 13F SIMON PPTY GRP INC REIT 828806109 11,434 -1,668 -12.73 1,703 -16.48 0.0112
2019-10-29 2019-09-30 13F SIMON PPTY GRP INC REIT 828806109 13,102 1,751 15.43 2,039 12.47 0.0148
2019-07-29 2019-06-30 13F SIMON PPTY GRP INC REIT 828806109 11,351 4,937 76.97 1,813 55.09 0.0139
2019-04-30 2019-03-31 13F/A-1 SIMON PPTY GRP INC REIT 828806109 6,414 503 8.51 1,169 17.72 0.0096
2019-04-30 2019-03-31 13F SIMON PPTY GRP INC REIT 828806109 5,911 0 993
2019-02-01 2018-12-31 13F SIMON PPTY GRP INC REIT 828806109 5,911 1,148 24.10 993 17.93 0.0096
2018-11-05 2018-09-30 13F SIMON PPTY GRP INC REIT 828806109 4,763 -249 -4.97 842 -1.29 0.0073
2018-07-24 2018-06-30 13F SIMON PPTY GRP INC REIT 828806109 5,012 -81 -1.59 853 8.52 0.0082
2018-04-19 2018-03-31 13F SIMON PPTY GRP INC REIT 828806109 5,093 -2,130 -29.49 786 -36.61 0.0079
2018-02-14 2017-12-31 13F SIMON PPTY GRP INC REIT 828806109 7,223 -282 -3.76 1,240 2.65 0.0129
2017-11-15 2017-09-30 13F SIMON PPTY GRP INC REIT 828806109 7,505 -2,856 -27.56 1,208 -27.92 0.0138
2017-07-27 2017-06-30 13F SIMON PPTY GRP INC REIT 828806109 10,361 1,235 13.53 1,676 6.75 0.0209
2017-04-26 2017-03-31 13F SIMON PPTY GRP INC REIT 828806109 9,126 -572 -5.90 1,570 -8.88 0.0209
2017-02-13 2016-12-31 13F SIMON PPTY GRP INC REIT 828806109 9,698 1,067 12.36 1,723 -3.58 0.0260
2016-11-14 2016-09-30 13F SIMON PPTY GRP INC REIT 828806109 8,631 -7,099 -45.13 1,787 -47.63 0.0315
2016-08-11 2016-06-30 13F/A-1 SIMON PPTY GRP INC REIT 828806109 15,730 7,945 102.06 3,412 111.01 0.0696
2016-08-05 2016-06-30 13F SIMON PPTY GRP INC REIT 828806109 16,280 3,342
2016-05-10 2016-03-31 13F SIMON PPTY GRP INC REIT 828806109 7,785 -630 -7.49 1,617 -1.16 0.0424
2016-02-19 2015-12-31 13F SIMON PPTY GRP INC REIT 828806109 8,415 306 3.77 1,636 9.80 0.0423
2015-11-16 2015-09-30 13F SIMON PPTY GRP INC REIT 828806109 8,109 -5,175 -38.96 1,490 -33.42 0.0421
2015-08-04 2015-06-30 13F SIMON PPTY GRP INC REIT 828806109 13,284 6,810 105.19 2,238 76.64 0.0469
2015-05-12 2015-03-31 13F/A-1 SIMON PPTY GRP INC REIT 828806109 6,474 -230 -3.43 1,267 3.85 0.0236
2015-04-30 2015-03-31 13F SIMON PPTY GRP INC REIT 828806109 6,474 1,267
2015-02-10 2014-12-31 13F SIMON PPTY GRP INC REIT 828806109 6,704 267 4.15 1,221 15.31 0.0244
2014-11-14 2014-09-30 13F SIMON PPTY GRP INC REIT 828806109 6,437 388 6.41 1,058 5.27 0.0220
2014-08-13 2014-06-30 13F SIMON PPTY GRP INC REIT 828806109 6,049 -602 -9.05 1,006 -7.80 0.0219
2014-05-14 2014-03-31 13F SIMON PPTY GRP INC REIT 828806109 6,651 262 4.10 1,091 12.14 0.0264
2014-02-19 2013-12-31 13F SIMON PPTY GRP INC REIT 828806109 6,389 223 3.62 972 -99.89 0.0257
2013-11-14 2013-09-30 13F SIMON PPTY GRP INC REIT 828806109 6,166 2,211 55.90 913,986 46.35 0.0275
2013-08-13 2013-06-30 13F SIMON PPTY GROUP COMMON 828806109 3,955 3,955 624,508 0.0653
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.