Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionLazard Asset Management Llc
Latest Disclosed Ownership344,635 shares
Latest Disclosed Value $ 64,284,767
Lazard Asset Management Llc reports 132.03% increase in ownership of SPG / Simon Property Group, Inc.

On May 15, 2026 - Lazard Asset Management Llc filed a 13F-HR form disclosing ownership of 344,635 shares of Simon Property Group, Inc. (MX:SPG) valued at $64,284,767 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 148,532 shares of Simon Property Group, Inc.. This represents a change in shares of 132.03% 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)
2026-05-15 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 344,635 196,103 132.03 64,285 133.81 0.0551
2026-02-17 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 148,532 -22,925 -13.37 27,495 -14.55 0.0466
2025-11-14 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 171,457 50,469 41.71 32,177 169,252.63 0.0433
2025-08-14 2025-06-30 13F SIMON PROPERTY Common Stock 828806109 120,988 17,154 16.52 19 11.76 0.0268
2025-05-15 2025-03-31 13F SIMON PROPERTY Common Stock 828806109 103,834 7,089 7.33 17 6.25 0.0265
2025-02-14 2024-12-31 13F SIMON PROPERTY Common Stock 828806109 96,745 1,441 1.51 17 0.00 0.0244
2024-11-14 2024-09-30 13F SIMON PROPERTY Common Stock 828806109 95,304 -230,226 -70.72 16 -67.35 0.0215
2024-08-14 2024-06-30 13F SIMON PROPERTY Common Stock 828806109 325,530 8,253 2.60 49 0.00 0.0620
2024-07-09 2024-03-31 13F/A-1 SIMON PROPERTY Common Stock 828806109 317,277 115,399 57.16 50 75.00 0.0604
2024-05-14 2024-03-31 13F SIMON PROPERTY Common Stock 828806109 317,277 115,399 50 0.0602
2024-02-14 2023-12-31 13F SIMON PROPERTY Common Stock 828806109 201,878 11,931 6.28 29 40.00 0.0364
2023-11-14 2023-09-30 13F SIMON PROPERTY Common Stock 828806109 189,947 -11,795 -5.85 21 -13.04 0.0279
2023-08-15 2023-06-30 13F SIMON PROPERTY Common Stock 828806109 201,742 -19,139 -8.66 23 -4.17 0.0287
2023-05-15 2023-03-31 13F SIMON PROPERTY Common Stock 828806109 220,881 -909 -0.41 25 -99.91 0.0324
2023-02-15 2022-12-31 13F SIMON PROPERTY Common Stock 828806109 221,790 162,065 271.35 26,055 386.10 0.0359
2022-11-14 2022-09-30 13F SIMON PROPERTY Common Stock 828806109 59,725 31,713 113.21 5,360 101.66 0.0078
2022-08-09 2022-06-30 13F SIMON PROPERTY Common Stock 828806109 28,012 9,023 47.52 2,658 6.45 0.0036
2022-05-13 2022-03-31 13F SIMON PROPERTY Common Stock 828806109 18,989 -2,795 -12.83 2,497 -28.25 0.0029
2022-02-09 2021-12-31 13F SIMON PROPERTY Common Stock 828806109 21,784 -3,010 -12.14 3,480 8.01 0.0037
2021-11-15 2021-09-30 13F SIMON PROPERTY Common Stock 828806109 24,794 -3,818 -13.34 3,222 -13.69 0.0036
2021-08-12 2021-06-30 13F SIMON PROPERTY Common Stock 828806109 28,612 -44,119 -60.66 3,733 -54.88 0.0042
2021-05-14 2021-03-31 13F SIMON PROPERTY Common Stock 828806109 72,731 -256,165 -77.89 8,273 -70.50 0.0100
2021-02-11 2020-12-31 13F SIMON PROPERTY Common Stock 828806109 328,896 -17,324 -5.00 28,047 25.25 0.0354
2020-11-13 2020-09-30 13F SIMON PROPERTY Common Stock 828806109 346,220 -15,678 -4.33 22,393 -9.51 0.0315
2020-08-13 2020-06-30 13F SIMON PROPERTY Common Stock 828806109 361,898 -773 -0.21 24,746 24.38 0.0380
2020-05-14 2020-03-31 13F SIMON PROPERTY Common Stock 828806109 362,671 -443,480 -55.01 19,895 -83.43 0.0365
2020-02-13 2019-12-31 13F SIMON PROPERTY Common Stock 828806109 806,151 165,797 25.89 120,084 20.48 0.1715
2019-11-14 2019-09-30 13F SIMON PROPERTY Common Stock 828806109 640,354 42,120 7.04 99,670 4.29 0.1638
2019-08-14 2019-06-30 13F SIMON PROPERTY Common Stock 828806109 598,234 -34,178 -5.40 95,573 -17.06 0.1550
2019-08-28 2019-03-31 13F/A-1 SIMON PROPERTY Common Stock 828806109 632,412 61,887 10.85 115,231 20.23 0.1885
2019-05-13 2019-03-31 13F SIMON PROPERTY Common Stock 828806109 632,412 61,447 115,231
2019-08-28 2018-12-31 13F/A-1 SIMON PROPERTY Common Stock 828806109 570,525 -11,270 -1.94 95,841 -6.80 0.1764
2019-02-13 2018-12-31 13F SIMON PROPERTY Common Stock 828806109 570,965 -11,270 95,914
2019-08-30 2018-09-30 13F/A-1 SIMON PROPERTY Common Stock 828806109 581,795 41,633 7.71 102,831 11.86 0.1664
2018-11-13 2018-09-30 13F SIMON PROPERTY Common Stock 828806109 582,235 42,073 102,908
2019-08-30 2018-06-30 13F/A-1 SIMON PROPERTY Common Stock 828806109 540,162 23,267 4.50 91,929 15.23 0.1597
2018-08-13 2018-06-30 13F SIMON PROPERTY Common Stock 828806109 540,602 23,707 92,003
2019-08-28 2018-03-31 13F/A-1 SIMON PROPERTY Common Stock 828806109 516,895 -19 -0.00 79,782 -10.13 0.1362
2018-05-14 2018-03-31 13F SIMON PROPERTY Common Stock 828806109 517,335 -443 79,849
2019-08-28 2017-12-31 13F/A-1 SIMON PROPERTY Common Stock 828806109 516,914 104,445 25.32 88,773 33.67 0.1519
2018-02-13 2017-12-31 13F SIMON PROPERTY Common Stock 828806109 517,778 105,309 88,921
2019-08-19 2017-09-30 13F/A-1 SIMON PROPERTY Common Stock 828806109 412,469 96,446 30.52 66,410 29.91 0.1201
2017-11-13 2017-09-30 13F SIMON PROPERTY Common Stock 828806109 412,469 110,174 66,410
2019-08-19 2017-06-30 13F/A-1 SIMON PROPERTY Common Stock 828806109 316,023 114,811 57.06 51,119 47.68 0.0961
2017-08-11 2017-06-30 13F SIMON PROPERTY Common Stock 828806109 302,295 101,083 48,898
2019-08-13 2017-03-31 13F/A-1 SIMON PROPERTY Common Stock 828806109 201,212 156,736 352.41 34,614 338.04 0.0653
2017-05-12 2017-03-31 13F SIMON PROPERTY Common Stock 828806109 201,510 157,234 34,665
2019-07-30 2016-12-31 13F/A-1 SIMON PROPERTY Common Stock 828806109 44,476 -6,693 -13.08 7,902 -25.40 0.0161
2017-02-13 2016-12-31 13F SIMON PROPERTY Common Stock 828806109 44,276 -6,472 7,866
2019-08-07 2016-09-30 13F/A-1 SIMON PROPERTY Common Stock 828806109 51,169 -141,340 -73.42 10,592 -74.63 0.0210
2016-11-14 2016-09-30 13F SIMON PROPERTY Common Stock 828806109 50,748 -141,743 10,505
2019-07-29 2016-06-30 13F/A-1 SIMON PROPERTY Common Stock 828806109 192,509 37,110 23.88 41,754 29.37 0.0881
2016-08-15 2016-06-30 13F SIMON PROPERTY Common Stock 828806109 192,491 37,092 41,750
2019-07-25 2016-03-31 13F/A-1 SIMON PROPERTY Common Stock 828806109 155,399 82,625 113.54 32,274 128.08 0.0704
2016-05-12 2016-03-31 13F SIMON PROPERTY Common Stock 828806109 155,222 82,448 32,237
2019-07-24 2015-12-31 13F/A-1 SIMON PROPERTY Common Stock 828806109 72,774 9,180 14.44 14,150 21.12 0.0324
2016-02-12 2015-12-31 13F SIMON PROPERTY Common Stock 828806109 72,774 9,180 14,150
2019-07-15 2015-09-30 13F/A-1 SIMON PROPERTY Common Stock 828806109 63,594 395 0.63 11,683 6.85 0.0279
2015-11-13 2015-09-30 13F SIMON PROPERTY Common Stock 828806109 63,594 395 11,683
2019-07-08 2015-06-30 13F/A-1 SIMON PROPERTY Common Stock 828806109 63,199 454 0.72 10,934 -10.92 0.0229
2015-08-13 2015-06-30 13F SIMON PROPERTY Common Stock 828806109 63,199 454 10,934
2015-06-09 2015-03-31 13F/A-1 SIMON PROPERTY Common Stock 828806109 62,745 5,689 9.97 12,275 18.14 0.0265
2015-05-15 2015-03-31 13F SIMON PROPERTY Common Stock 828806109 125,490 24,550
2019-08-29 2014-12-31 13F/A-3 SIMON PROPERTY Common Stock 828806109 57,056 -9,176 -13.85 10,390 -4.58 0.0222
2015-05-20 2014-12-31 13F/A-1 SIMON PROPERTY Common Stock 828806109 4,084 -52,972 743 0.0014
2015-06-09 2014-12-31 13F/A-2 SIMON PROPERTY Common Stock 828806109 57,056 52,972 10,390 0.0237
2015-02-12 2014-12-31 13F SIMON PROPERTY Common Stock 828806109 57,056 10,390
2014-11-07 2014-09-30 13F SIMON PROPERTY Common Stock 828806109 66,232 -4,280 -6.07 10,889 -7.12 0.0234
2014-08-12 2014-06-30 13F SIMON PROPERTY Common Stock 828806109 70,512 5,536 8.52 11,724 10.02 0.0245
2014-05-12 2014-03-31 13F SIMON PROPERTY Common Stock 828806109 64,976 11,754 22.08 10,656 31.59 0.0238
2014-02-14 2013-12-31 13F SIMON PROPERTY Common Stock 828806109 53,222 -10,315 -16.23 8,098 -14.02 0.0180
2014-01-13 2013-09-30 13F/A-1 SIMON PROPERTY Common Stock 828806109 63,537 2,617 4.30 9,418 -2.10 0.0223
2013-11-13 2013-09-30 13F SIMON PROPERTY Common Stock 828806109 63,537 9,418
2013-08-13 2013-06-30 13F SIMON PROPERTY Common Stock 828806109 60,920 60,920 9,620 0.0228
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.