Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionOppenheimer & Co Inc
Latest Disclosed Ownership28,104 shares
Latest Disclosed Value $ 5,242,239
Oppenheimer & Co Inc reports 1.21% decrease in ownership of SPG / Simon Property Group, Inc.

On April 23, 2026 - Oppenheimer & Co Inc filed a 13F-HR form disclosing ownership of 28,104 shares of Simon Property Group, Inc. (MX:SPG) valued at $5,242,239 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 28,447 shares of Simon Property Group, Inc.. This represents a change in shares of -1.21% 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)
2026-04-23 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 28,104 -343 -1.21 5,242 -0.44 0.0638
2026-02-02 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 28,447 -7,739 -21.39 5,266 -22.47 0.0748
2025-11-06 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 36,186 -686 -1.86 6,791 14.58 0.0828
2025-07-31 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 36,872 1,162 3.25 5,928 -0.05 0.0784
2025-04-23 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 35,710 1,445 4.22 5,931 0.51 0.0895
2025-02-05 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 34,265 -227 -0.66 5,901 1.22 0.0881
2024-11-05 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 34,492 -4,106 -10.64 5,830 -0.51 0.0889
2024-08-08 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 38,598 1,579 4.27 5,859 1.14 0.0930
2024-05-07 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 37,019 -3,196 -7.95 5,793 0.99 0.0961
2024-02-13 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 40,215 -3,544 -8.10 5,736 21.35 0.1054
2023-11-08 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 43,759 3,504 8.70 4,727 1.70 0.0976
2023-08-03 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 40,255 -696 -1.70 4,649 1.37 0.0930
2023-05-10 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 40,951 -32 -0.08 4,585 -4.76 0.0972
2023-02-08 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 40,983 1,861 4.76 4,815 37.11 0.1096
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 39,122 2,977 8.24 3,511 2.33 0.0821
2022-08-08 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 36,145 -11,037 -23.39 3,431 -44.73 0.0739
2022-05-12 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 47,182 3,866 8.93 6,208 -10.29 0.1119
2022-02-02 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 43,316 390 0.91 6,920 24.04 0.1210
2021-11-12 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 42,926 4,405 11.44 5,579 11.00 0.1044
2021-08-03 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 38,521 -1,039 -2.63 5,026 11.69 0.0901
2021-05-10 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 39,560 10,126 34.40 4,500 79.28 0.0898
2021-02-11 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 29,434 1,119 3.95 2,510 37.08 0.0530
2020-11-13 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 28,315 5,778 25.64 1,831 18.82 0.0458
2020-08-11 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 22,537 3,799 20.27 1,541 49.90 0.0399
2020-05-08 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 18,738 5,870 45.62 1,028 -46.37 0.0312
2020-02-07 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 12,868 1,911 17.44 1,917 12.43 0.0475
2019-10-31 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 10,957 7,565 223.02 1,705 214.58 0.0465
2019-08-09 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,392 -55 -1.60 542 -13.69 0.0147
2019-04-24 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,447 -1,277 -27.03 628 -20.91 0.0168
2019-01-29 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,724 329 7.49 794 2.19 0.0248
2018-10-26 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,395 -12 -0.27 777 3.60 0.0198
2018-08-10 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,407 1,423 47.69 750 62.69 0.0204
2018-05-01 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,984 -742 -19.91 461 -27.97 0.0118
2018-02-07 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 3,726 901 31.89 640 40.66 0.0165
2017-11-09 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,825 -65 -2.25 455 -2.78 0.0122
2017-08-09 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,890 276 10.56 468 4.00 0.0129
2017-05-15 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,614 734 39.04 450 34.73 0.0127
2017-02-01 2016-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,880 1,880 0.00 334 0.0097
2016-11-07 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 0 -1,286 -100.00 0 -100.00
2016-08-08 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,286 1,286 0.00 279 0.0083
2016-02-03 2015-12-31 13F SIMON PPTY GROUP INC COM 828806109 0 -1,145 -100.00 0 -100.00
2015-11-13 2015-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,145 1,145 0.00 210 0.0064
2014-11-12 2014-09-30 13F SIMON PPTY GROUP INC COM 828806109 0 -3,930 -100.00 0 -100.00
2014-08-14 2014-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,930 67 1.73 654 3.15 0.0197
2014-05-09 2014-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,863 190 5.17 634 13.62 0.0190
2014-02-12 2013-12-31 13F SIMON PPTY GROUP INC COM 828806109 3,673 315 9.38 558 12.05 0.0178
2013-11-01 2013-09-30 13F SIMON PPTY GROUP INC COM 828806109 3,358 36 1.08 498 -5.14 0.0175
2013-08-14 2013-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,322 3,322 525 0.0203
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.