Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionNational Asset Management, Inc.
Latest Disclosed Ownership2,456 shares
Latest Disclosed Value $ 447,908
National Asset Management, Inc. reports 51.98% decrease in ownership of SPG / Simon Property Group, Inc.

On April 24, 2026 - National Asset Management, Inc. filed a 13F-HR form disclosing ownership of 2,456 shares of Simon Property Group, Inc. (MX:SPG) valued at $447,908 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 5,115 shares of Simon Property Group, Inc.. This represents a change in shares of -51.98% 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)
2026-04-24 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,456 -2,659 -51.98 448 -52.75 0.0284
2026-02-17 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 5,115 648 14.51 947 12.89 0.0437
2025-10-31 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,467 -419 -8.58 838 6.75 0.0388
2025-08-19 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,886 240 5.17 786 -1.87 0.0369
2025-02-25 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,646 -2,423 -34.28 800 -32.83 0.0262
2024-12-13 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 7,069 48 0.68 1,192 11.83 0.0331
2024-12-13 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 7,069 1,192
2024-08-19 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 7,021 -3,959 -36.06 1,066 -10.20 0.0271
2024-05-16 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 10,980 1,574 16.73 1,186 -11.56 0.0321
2024-03-15 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 9,406 -1,574 -14.34 1,342 13.07 0.0361
2023-12-01 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 10,980 -826 -7.00 1,186 -12.99 0.0321
2023-07-27 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 11,806 -1,425 -10.77 1,363 -7.97 0.0306
2023-05-17 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 13,231 2,092 18.78 1,481 13.23 0.0395
2023-03-15 2022-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 11,139 531 5.01 1,309 37.25 0.0367
2023-02-21 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 11,139 531 1,309 0.0329
2022-11-22 2022-09-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 10,608 1,120 11.80 953 5.77 0.0288
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 10,608 1,120 953 0.0138
2022-08-12 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 9,488 618 6.97 901 -22.79 0.0379
2022-05-02 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 8,870 -858 -8.82 1,167 -24.95 0.0382
2022-01-28 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 9,728 -100 -1.02 1,555 21.58 0.0448
2021-11-16 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 9,828 -1,000 -9.24 1,279 -7.79 0.0407
2021-08-10 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 10,828 -1,943 -15.21 1,387 -2.60 0.0451
2021-05-13 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 12,771 7,439 139.52 1,424 212.28 0.0504
2021-02-04 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 5,332 -1,241 -18.88 456 5.56 0.0244
2020-11-09 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 6,573 -1,415 -17.71 432 -21.02 0.0230
2020-07-31 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 7,988 7,988 547 0.0365
2020-05-06 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 0 -1,847 -100.00 0 -100.00
2020-02-10 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,847 1,847 277 0.0236
2019-08-05 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 0 -1,355 -100.00 0 -100.00
2019-05-08 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,355 80 6.27 248 15.35 0.0310
2019-02-08 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,275 1,275 215 0.0306
2018-05-15 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 0 -2,374 -100.00 0 -100.00
2018-02-15 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,374 -87 -3.54 408 2.26 0.0551
2017-11-13 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,461 -31 -1.24 399 -1.72 0.0663
2017-08-15 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,492 366 17.22 406 10.03 0.0736
2017-05-15 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,126 -129 -5.72 369 -8.44 0.0736
2017-02-14 2016-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,255 197 9.57 403 -6.28 0.0819
2016-11-14 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,058 -106 -4.90 430 -8.70 0.0843
2016-08-15 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,164 166 8.31 471 13.49 0.0943
2016-05-16 2016-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,998 196 10.88 415 18.23 0.0960
2016-02-16 2015-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,802 -55 -2.96 351 2.63 0.0711
2015-11-16 2015-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,857 1,857 0.00 342 0.0822
2015-08-14 2015-06-30 13F SIMON PPTY GROUP INC COM 828806109 0 -2,688 -100.00 0 -100.00
2015-05-14 2015-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,688 50 1.90 526 -82.51 0.1282
2015-02-18 2014-12-31 13F Simon Property Group Lg Cap Gwth 828806109 2,638 2,638 0.00 3,008 0.0643
2014-11-14 2014-09-30 13F Simon Ppty Group Large Growth 828806109 0 -772 -100.00 0 -100.00
2014-08-14 2014-06-30 13F Simon Ppty Group Large Growth 828806109 772 772 128 0.0302
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.