Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionMAI Capital Management
Latest Disclosed Ownership34,884 shares
Latest Disclosed Value $ 6,506,987
MAI Capital Management reports 0.74% increase in ownership of SPG / Simon Property Group, Inc.

On May 15, 2026 - MAI Capital Management filed a 13F-HR form disclosing ownership of 34,884 shares of Simon Property Group, Inc. (MX:SPG) valued at $6,506,987 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 34,629 shares of Simon Property Group, Inc.. This represents a change in shares of 0.74% 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)
2026-05-15 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 34,884 255 0.74 6,507 1.50 0.0367
2026-02-13 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 34,629 550 1.61 6,410 0.23 0.0369
2025-11-10 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 34,079 -52 -0.15 6,396 16.57 0.0398
2025-08-12 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 34,131 774 2.32 5,487 -0.96 0.0379
2025-05-15 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 33,357 138 0.42 5,540 -3.16 0.0418
2025-02-14 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 33,219 30,571 1,154.49 5,721 1,179.64 0.0424
2024-11-07 2024-09-30 13F Simon Property Group RE 828806109 2,648 -3,997 -60.15 448 -55.65 0.0043
2024-08-12 2024-06-30 13F Simon Property Group RE 828806109 6,645 380 6.07 1,009 2.86 0.0099
2024-05-08 2024-03-31 13F Simon Property Group RE 828806109 6,265 902 16.82 980 28.27 0.0102
2024-02-09 2023-12-31 13F Simon Property Group RE 828806109 5,363 971 22.11 765 61.18 0.0101
2023-11-14 2023-09-30 13F Simon Property Group RE 828806109 4,392 503 12.93 475 5.57 0.0071
2023-08-02 2023-06-30 13F Simon Property Group RE 828806109 3,889 -971 -19.98 449 -17.46 0.0066
2023-05-10 2023-03-31 13F Simon Property Group RE 828806109 4,860 -810 -14.29 544 -18.32 0.0086
2023-02-09 2022-12-31 13F Simon Property Group RE 828806109 5,670 2,426 74.78 666 128.87 0.0112
2022-11-15 2022-09-30 13F Simon Property Group RE 828806109 3,244 -537 -14.20 291 -18.94 0.0055
2022-07-19 2022-06-30 13F Simon Property Group RE 828806109 3,781 65 1.75 359 -26.58 0.0069
2022-05-10 2022-03-31 13F Simon Property Group RE 828806109 3,716 127 3.54 489 -14.66 0.0082
2022-02-11 2021-12-31 13F Simon Property Group RE 828806109 3,589 -158 -4.22 573 17.66 0.0092
2021-11-12 2021-09-30 13F Simon Property Group RE 828806109 3,747 64 1.74 487 1.25 0.0094
2021-07-19 2021-06-30 13F Simon Property Group RE 828806109 3,683 41 1.13 481 16.18 0.0095
2021-05-10 2021-03-31 13F Simon Property Group RE 828806109 3,642 -1,634 -30.97 414 -8.00 0.0093
2021-02-16 2020-12-31 13F Simon Property Group RE 828806109 5,276 275 5.50 450 39.32 0.0113
2020-10-26 2020-09-30 13F Simon Property Group RE 828806109 5,001 1,338 36.53 323 29.20 0.0094
2020-07-27 2020-06-30 13F Simon Property Group RE 828806109 3,663 3,663 250 0.0078
2019-08-15 2019-06-30 13F Simon Property Group RE 828806109 0 -1,178 -100.00 0 -100.00
2019-04-29 2019-03-31 13F Simon Property Group RE 828806109 1,178 -59 -4.77 215 3.37 0.0110
2019-01-30 2018-12-31 13F Simon Property Group RE 828806109 1,237 1,237 208 0.0121
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.