Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership372,641 shares
Latest Disclosed Value $ 69,508,727
Neuberger Berman Group LLC reports 1.76% decrease in ownership of SPG / Simon Property Group, Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 372,641 shares of Simon Property Group, Inc. (MX:SPG) valued at $69,508,727 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 379,311 shares of Simon Property Group, Inc.. This represents a change in shares of -1.76% 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)
2026-05-14 2026-03-31 13F SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 372,641 -6,670 -1.76 69,509 -1.01 0.0529
2026-02-13 2025-12-31 13F SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 379,311 47,682 14.38 70,214 12.82 0.0523
2025-11-12 2025-09-30 13F SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 331,629 -130,164 -28.19 62,237 -16.17 0.0455
2025-08-25 2025-06-30 13F/A-1 SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 461,793 -114,779 -19.91 74,238 -22.47 0.0571
2025-08-13 2025-06-30 13F SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 461,793 -114,779 74,238 0.0296
2025-05-13 2025-03-31 13F SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 576,572 -689,589 -54.46 95,757 -56.08 0.0802
2025-02-13 2024-12-31 13F SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 1,266,161 14,225 1.14 218,041 3.04 0.1731
2024-11-14 2024-09-30 13F SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 1,251,936 630,144 101.34 211,602 124.18 0.1651
2024-11-14 2024-06-30 13F/A-1 SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 621,792 -41,246 -6.22 94,388 -9.03 0.0775
2024-08-13 2024-06-30 13F SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 621,792 -41,246 94,388 0.0775
2024-11-14 2024-03-31 13F/A-1 SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 663,038 -31,129 -4.48 103,759 4.79 0.0858
2024-05-13 2024-03-31 13F SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 663,038 -31,129 103,759 0.0857
2024-11-14 2023-12-31 13F/A-2 SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 694,167 -24,082 -3.35 99,016 27.61 0.0863
2024-02-09 2023-12-31 13F SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 694,167 -24,082 99,016 0.0863
2023-11-14 2023-09-30 13F SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 718,249 67,781 10.42 77,592 3.30 0.0707
2023-08-11 2023-06-30 13F SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 650,468 -25,884 -3.83 75,112 -0.78 0.0672
2023-05-12 2023-03-31 13F SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 676,352 47,941 7.63 75,701 2.54 0.0702
2023-02-13 2022-12-31 13F SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 628,411 -144,199 -18.66 73,825 6.46 0.0724
2022-11-15 2022-09-30 13F SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 772,610 -76,980 -9.06 69,347 -14.04 0.0724
2022-08-15 2022-06-30 13F SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 849,590 -14,500 -1.68 80,675 -29.04 0.0811
2022-05-23 2022-03-31 13F/A-1 SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 864,090 -41,941 -4.63 113,691 -20.98 0.0963
2022-05-13 2022-03-31 13F SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 864,090 -41,941 112,912 0.0504
2022-02-11 2021-12-31 13F SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 906,031 209,278 30.04 143,869 59.95 0.1129
2021-11-12 2021-09-30 13F SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 696,753 40,491 6.17 89,945 5.71 0.0786
2021-08-13 2021-06-30 13F SIMON PROPERTY GROUP REIT INC REIT COMMON 828806109 656,262 91,433 16.19 85,083 32.83 0.0743
2021-05-13 2021-03-31 13F SIMON PROPERTY GROUP COMMON 828806109 564,829 -82,678 -12.77 64,053 16.07 0.0612
2021-02-10 2020-12-31 13F SIMON PROPERTY GROUP COMMON 828806109 647,507 356,472 122.48 55,187 193.47 0.0572
2020-11-12 2020-09-30 13F SIMON PROPERTY GROUP COMMON 828806109 291,035 80,369 38.15 18,805 30.67 0.0223
2020-08-13 2020-06-30 13F SIMON PROPERTY GROUP COMMON 828806109 210,666 -152,255 -41.95 14,391 -27.72 0.0179
2020-05-14 2020-03-31 13F SIMON PROPERTY GROUP COMMON 828806109 362,921 40,663 12.62 19,910 -58.52 0.0303
2020-02-12 2019-12-31 13F SIMON PROPERTY GROUP COMMON 828806109 322,258 -4,830 -1.48 48,003 -5.71 0.0560
2019-11-13 2019-09-30 13F SIMON PROPERTY GROUP COMMON 828806109 327,088 -40,414 -11.00 50,911 -13.29 0.0622
2019-08-13 2019-06-30 13F SIMON PROPERTY GROUP COMMON 828806109 367,502 33,171 9.92 58,712 -3.62 0.0702
2019-05-13 2019-03-31 13F SIMON PROPERTY GROUP COMMON 828806109 334,331 -158,123 -32.11 60,918 -26.36 0.0746
2019-02-12 2018-12-31 13F SIMON PROPERTY GROUP COMMON 828806109 492,454 -86,089 -14.88 82,727 -19.10 0.1153
2018-11-16 2018-09-30 13F/A-1 SIMON PROPERTY GROUP COMMON 828806109 578,543 -4,268 -0.73 102,258 2.49 0.1159
2018-11-13 2018-09-30 13F SIMON PROPERTY GROUP COMMON 828806109 578,543 -4,268 102,258
2018-08-13 2018-06-30 13F SIMON PROPERTY GROUP COMMON 828806109 582,811 99,129 20.49 99,778 32.84 0.1102
2018-05-08 2018-03-31 13F SIMON PROPERTY GROUP Common 828806109 483,682 -16,930 -3.38 75,114 -13.19 0.0858
2018-02-14 2017-12-31 13F SIMON PROPERTY GROUP COMMON 828806109 500,612 51,476 11.46 86,526 19.65 0.0994
2017-11-15 2017-09-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 449,136 7,086 1.60 72,315 1.13 0.0905
2017-08-08 2017-06-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 442,050 -50,597 -10.27 71,506 -15.63 0.0918
2017-05-10 2017-03-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 492,647 -3,672 -0.74 84,750 -3.89 0.1094
2017-02-06 2016-12-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 496,319 -147,503 -22.91 88,181 -33.84 0.1184
2016-11-02 2016-09-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 643,822 -186,396 -22.45 133,278 -25.99 0.1808
2016-08-05 2016-06-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 830,218 -15,435 -1.83 180,074 2.53 0.2481
2016-05-06 2016-03-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 845,653 -74,425 -8.09 175,634 -1.83 0.2415
2016-01-28 2015-12-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 920,078 -55,565 -5.70 178,900 -0.19 0.2342
2015-11-10 2015-09-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 975,643 -75,720 -7.20 179,245 -1.46 0.2310
2015-07-31 2015-06-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 1,051,363 -41,191 -3.77 181,907 -14.90 0.2023
2015-05-06 2015-03-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 1,092,554 1,092,554 0.00 213,747 0.2282
2015-02-05 2014-12-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 0 -1,187,769 -100.00 0 -100.00
2014-11-04 2014-09-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 1,187,769 -115,844 -8.89 195,292 -9.91 0.2004
2014-08-05 2014-06-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 1,303,613 -34,623 -2.59 216,765 -1.23 0.2116
2014-05-05 2014-03-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 1,338,236 -27,388 -2.01 219,470 5.62 0.2232
2014-02-11 2013-12-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 1,365,624 -102,288 -6.97 207,793 -4.50 0.2136
2013-10-29 2013-09-30 13F/A-1 SIMON PROPERTY GROUP COMMON STOCK 828806109 1,467,912 222,342 17.85 217,589 10.62 0.2416
2013-10-29 2013-09-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 527,447 76,838
2013-08-13 2013-06-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 1,245,570 1,245,570 196,700 0.2339
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.