Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionLido Advisors, LLC
Latest Disclosed Ownership17,417 shares
Latest Disclosed Value $ 3,249,189
Lido Advisors, LLC reports 1.79% increase in ownership of SPG / Simon Property Group, Inc.

On May 13, 2026 - Lido Advisors, LLC filed a 13F-HR form disclosing ownership of 17,417 shares of Simon Property Group, Inc. (MX:SPG) valued at $3,249,189 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 17,111 shares of Simon Property Group, Inc.. This represents a change in shares of 1.79% 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)
2026-05-13 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 17,417 306 1.79 3,249 1.37 0.0095
2026-02-10 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 17,111 332 1.98 3,206 1.78 0.0096
2025-11-14 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 16,779 4,851 40.67 3,149 64.27 0.0099
2025-08-13 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 11,928 -6,761 -36.18 1,918 -38.22 0.0075
2025-05-15 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 18,689 2,781 17.48 3,104 13.29 0.0140
2025-02-14 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 15,908 377 2.43 2,740 4.34 0.0125
2024-11-14 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 15,531 2,667 20.73 2,625 34.48 0.0131
2024-08-15 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 12,864 2,154 20.11 1,953 16.47 0.0109
2024-05-15 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 10,710 -2,217 -17.15 1,676 -9.06 0.0099
2024-02-14 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 12,927 2,894 28.84 1,844 70.18 0.0125
2023-11-14 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 10,033 -936 -8.53 1,084 -14.45 0.0082
2023-08-09 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 10,969 905 8.99 1,267 12.43 0.0090
2023-05-15 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 10,064 1,309 14.95 1,127 9.53 0.0110
2023-02-14 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 8,755 -9,624 -52.36 1,029 -37.66 0.0125
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 18,379 662 3.74 1,649 -1.90 0.0207
2022-08-15 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 17,717 1,853 11.68 1,681 -19.45 0.0223
2022-05-17 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 15,864 -18,597 -53.97 2,087 -62.09 0.0233
2022-02-15 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 34,461 11,775 51.90 5,505 86.74 0.0600
2022-02-15 2021-09-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 22,686 -2,635 -10.41 2,948 -10.77 0.0412
2021-11-12 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,713 -20,608 2,957 0.0383
2021-08-12 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 25,321 20,275 401.80 3,304 475.61 0.0460
2021-05-13 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 5,046 104 2.10 574 34.43 0.0167
2021-02-08 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,942 -8,402 -62.96 427 -50.52 0.0144
2020-11-12 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 13,344 4,898 57.99 863 49.31 0.0370
2020-08-12 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 8,446 -68 -0.80 578 23.77 0.0281
2020-05-13 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 8,514 1,515 21.65 467 -55.23 0.0302
2020-02-07 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 6,999 6,999 1,043 0.0607
2019-08-13 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 0 -1,236 -100.00 0 -100.00
2019-05-10 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,236 1,236 225 0.0201
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.