Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionLegal & General Group Plc
Latest Disclosed Ownership3,689,236 shares
Latest Disclosed Value $ 688,153,191
Legal & General Group Plc reports 2.50% decrease in ownership of SPG / Simon Property Group, Inc.

On May 8, 2026 - Legal & General Group Plc filed a 13F-HR form disclosing ownership of 3,689,236 shares of Simon Property Group, Inc. (MX:SPG) valued at $688,153,191 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 3,783,976 shares of Simon Property Group, Inc.. This represents a change in shares of -2.50% 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)
2026-05-08 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,689,236 -94,740 -2.50 688,153 -1.76 0.1592
2026-02-09 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 3,783,976 122,186 3.34 700,452 1.93 0.1553
2025-11-13 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 3,661,790 -86,813 -2.32 687,208 14.04 0.1542
2025-08-12 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,748,603 -54,633 -1.44 602,625 -4.59 0.1496
2025-05-15 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,803,236 63,957 1.71 631,641 -1.91 0.1720
2025-02-13 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 3,739,279 -344,307 -8.43 643,941 -6.70 0.1704
2025-02-28 2024-09-30 13F/A-2 SIMON PPTY GROUP INC COM 828806109 4,083,586 -158,650 -3.74 690,208 7.18 0.1816
2024-11-14 2024-09-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 4,595,005 -200,405 776,648 0.1619
2024-11-14 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,595,005 -200,405 776,648 0.0817
2025-05-29 2024-06-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 4,242,236 -146,246 -3.33 643,972 -6.23 0.1819
2024-08-14 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,795,410 -67,912 727,944 0.1630
2025-05-29 2024-03-31 13F/A-2 SIMON PPTY GROUP INC COM 828806109 4,388,482 -47,416 -1.07 686,752 8.54 0.1977
2024-07-01 2024-03-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 4,863,322 -49,512 761,060 0.1777
2024-05-14 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,845,108 -67,726 758,210 0.0912
2025-05-29 2023-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 4,435,898 193,350 4.56 632,736 38.05 0.1966
2024-02-15 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,912,834 670,286 700,767 0.1798
2023-11-14 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,242,548 -130,998 -3.00 458,323 -9.25 0.1599
2023-08-14 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,373,546 135,097 3.19 505,057 6.42 0.1643
2023-05-15 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,238,449 236,587 5.91 474,578 0.94 0.1697
2023-02-14 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,001,862 1,460 0.04 470,139 30.94 0.1805
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,000,402 -157,821 -3.80 359,037 -9.04 0.1403
2022-08-22 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,158,223 23,156 0.56 394,698 -27.45 0.1397
2022-05-16 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,135,067 76,209 1.88 544,010 -16.11 0.1655
2022-02-14 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,058,858 -121,964 -2.92 648,484 19.34 0.1961
2021-11-15 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,180,822 81,725 1.99 543,380 1.60 0.1766
2021-08-12 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,099,097 81,065 2.02 534,824 17.00 0.1788
2021-05-17 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,018,032 14,940 0.37 457,132 33.91 0.1703
2021-02-12 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,003,092 278,192 7.47 341,383 41.70 0.1337
2020-11-13 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 3,724,900 89,698 2.47 240,926 -3.07 0.1077
2020-08-14 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,635,202 90,863 2.56 248,563 27.32 0.1201
2020-05-14 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,544,339 237,065 7.17 195,223 -60.37 0.1142
2020-02-13 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 3,307,274 249,496 8.16 492,651 0.85 0.2347
2019-08-14 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,057,778 237,626 8.43 488,511 -4.93 0.2628
2019-05-15 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,820,152 384,364 15.78 513,859 25.58 0.2934
2019-02-15 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,435,788 56,839 2.39 409,188 -2.69 0.3170
2018-11-20 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,378,949 8,351 0.35 420,479 4.22 0.3010
2018-08-10 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,370,598 -84,812 -3.45 403,452 6.45 0.3113
2018-05-17 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,455,410 100,848 4.28 379,023 -6.27 0.2892
2018-02-13 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,354,562 8,430 0.36 404,370 7.05 0.2926
2017-11-09 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,346,132 133,691 6.04 377,754 5.55 0.2841
2017-08-03 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,212,441 36,206 1.66 357,889 -4.40 0.2891
2017-05-12 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,176,235 125,505 6.12 374,369 2.76 0.3177
2017-02-13 2016-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,050,730 -26,671 -1.28 364,327 -15.28 0.3398
2016-10-12 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,077,401 85,124 4.27 430,046 -0.47 0.4357
2016-08-16 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,992,277 102,363 5.42 432,090 10.09 0.4553
2016-05-16 2016-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,889,914 59,855 3.27 392,503 10.30 0.4346
2016-02-16 2015-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,830,059 54,619 3.08 355,843 9.10 0.4021
2015-11-13 2015-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,775,440 59,123 3.44 326,176 9.84 0.3976
2015-07-31 2015-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,716,317 43,409 2.59 296,953 -9.27 0.3488
2015-05-14 2015-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,672,908 -67,378 -3.87 327,296 3.25 0.3912
2015-02-20 2014-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 1,740,286 -15,627 -0.89 316,997 9.80 0.3729
2015-02-17 2014-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,740,286 -15,627 316,997 0.3905
2014-11-14 2014-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,755,913 14,272 0.82 288,702 -0.31 0.3462
2014-08-13 2014-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,741,641 -14,167 -0.81 289,600 0.57 0.3374
2014-05-14 2014-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,755,808 -16,770 -0.95 287,953 6.76 0.3497
2014-02-07 2013-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,772,578 -7,668 -0.43 269,715 2.21 0.3264
2013-11-12 2013-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,780,246 -19,275 -1.07 263,886 -7.14 0.3476
2013-08-01 2013-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,799,521 1,799,521 284,180 0.3925
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.