Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionJeppson Wealth Management, Llc
Latest Disclosed Ownership10,164 shares
Latest Disclosed Value $ 1,895,891
Jeppson Wealth Management, Llc reports 2.77% decrease in ownership of SPG / Simon Property Group, Inc.

On April 14, 2026 - Jeppson Wealth Management, Llc filed a 13F-HR form disclosing ownership of 10,164 shares of Simon Property Group, Inc. (MX:SPG) valued at $1,895,891 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 10,454 shares of Simon Property Group, Inc.. This represents a change in shares of -2.77% 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)
2026-04-14 2026-03-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 10,164 -290 -2.77 1,896 -2.07 0.5943
2026-01-27 2025-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 10,454 -55 -0.52 1,935 -1.88 0.6127
2025-10-15 2025-09-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 10,509 -275 -2.55 1,972 13.79 0.6291
2025-07-15 2025-06-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 10,784 1,483 15.94 1,734 12.24 0.5996
2025-04-24 2025-03-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 9,301 -379 -3.92 1,545 -7.32 0.5655
2025-01-22 2024-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 9,680 -250 -2.52 1,667 -0.72 0.6047
2024-11-05 2024-09-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 9,930 -5 -0.05 1,678 11.27 0.6012
2024-08-05 2024-06-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 9,935 -46 -0.46 1,508 -3.40 0.5753
2024-04-17 2024-03-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 9,981 -316 -3.07 1,562 6.34 0.6060
2024-01-11 2023-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 10,297 152 1.50 1,469 34.06 0.6082
2023-10-25 2023-09-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 10,145 50 0.50 1,096 -6.01 0.5023
2023-07-31 2023-06-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 10,095 -825 -7.55 1,166 -4.66 0.5073
2023-04-28 2023-03-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 10,920 -149 -1.35 1,223 -6.00 0.5324
2023-01-27 2022-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 11,069 430 4.04 1,300 36.13 0.5469
2022-10-20 2022-09-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 10,639 331 3.21 955 -2.35 0.4330
2022-08-03 2022-06-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 10,308 486 4.95 978 -24.30 0.4206
2022-04-27 2022-03-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 9,822 1,812 22.62 1,292 0.94 0.6029
2022-01-19 2021-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 8,010 -330 -3.96 1,280 18.19 0.6175
2021-11-17 2021-09-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 8,340 20 0.24 1,083 -0.18 0.5645
2021-07-20 2021-06-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 8,320 -80 -0.95 1,085 13.61 0.5916
2021-05-19 2021-03-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 8,400 -125 -1.47 955 31.36 0.5679
2021-03-05 2020-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 8,525 1,845 27.62 727 68.29 0.4834
2020-11-19 2020-09-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 6,680 6,680 432 0.3385
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.