Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionPanagora Asset Management Inc
Latest Disclosed Ownership699,006 shares
Latest Disclosed Value $ 130,385,589
Panagora Asset Management Inc reports 26.80% decrease in ownership of SPG / Simon Property Group, Inc.

On May 14, 2026 - Panagora Asset Management Inc filed a 13F-HR form disclosing ownership of 699,006 shares of Simon Property Group, Inc. (MX:SPG) valued at $130,385,589 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 954,883 shares of Simon Property Group, Inc.. This represents a change in shares of -26.80% 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 PPTY GROUP INC COM 828806109 699,006 -255,877 -26.80 130,386 -26.24 0.4884
2026-02-13 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 954,883 96,208 11.20 176,758 9.69 0.6264
2025-11-13 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 858,675 72,432 9.21 161,148 27.49 0.6493
2025-08-13 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 786,243 -88,328 -10.10 126,396 -12.98 0.5696
2025-05-15 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 874,571 -128,920 -12.85 145,249 -15.95 0.7255
2025-02-13 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,003,491 64,792 6.90 172,811 8.92 0.7987
2024-11-13 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 938,699 -35,636 -3.66 158,659 7.27 0.7581
2024-07-29 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 974,335 142,125 17.08 147,904 13.57 0.7437
2024-05-07 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 832,210 159,486 23.71 130,233 35.72 0.6788
2024-02-08 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 672,724 667,034 11,722.92 95,957 15,528.18 0.5367
2023-10-31 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 5,690 1,150 25.33 615 17.18 0.0038
2023-08-11 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,540 0 0.00 524 3.15 0.0031
2023-05-12 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,540 -2,552 -35.98 508 -39.02 0.0032
2023-02-13 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 7,092 1,923 37.20 833 79.53 0.0055
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 5,169 -48 -0.92 464 -6.26 0.0032
2022-08-15 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 5,217 -1,445 -21.69 495 -43.49 0.0032
2022-05-12 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 6,662 -255,479 -97.46 876 -97.91 0.0048
2022-02-10 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 262,141 221,780 549.49 41,882 698.36 0.2218
2021-11-10 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 40,361 -35,295 -46.65 5,246 -46.86 0.0280
2021-08-11 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 75,656 -50,702 -40.13 9,872 -31.33 0.0529
2021-05-12 2021-03-31 13F SIMON PROPERTY GROUP REIT 828806109 126,358 40,081 46.46 14,376 95.38 0.0807
2021-02-10 2020-12-31 13F SIMON PROPERTY GROUP REIT 828806109 86,277 75,332 688.28 7,358 939.27 0.0435
2020-11-13 2020-09-30 13F SIMON PROPERTY GROUP REIT 828806109 10,945 -183 -1.64 708 -6.96 0.0044
2020-08-12 2020-06-30 13F SIMON PROPERTY GROUP REIT 828806109 11,128 230 2.11 761 27.26 0.0049
2020-05-14 2020-03-31 13F SIMON PROPERTY GROUP REIT 828806109 10,898 1,039 10.54 598 -59.29 0.0042
2020-02-12 2019-12-31 13F SIMON PROPERTY GROUP REIT 828806109 9,859 5 0.05 1,469 -4.24 0.0067
2019-11-12 2019-09-30 13F SIMON PROPERTY GROUP REIT 828806109 9,854 -8,777 -47.11 1,534 -48.45 0.0071
2019-08-09 2019-06-30 13F SIMON PROPERTY GROUP REIT 828806109 18,631 -103,990 -84.81 2,976 -86.68 0.0133
2019-05-15 2019-03-31 13F SIMON PROPERTY GROUP REIT 828806109 122,621 -44,143 -26.47 22,343 -20.25 0.0993
2019-02-14 2018-12-31 13F SIMON PROPERTY GROUP REIT 828806109 166,764 -98,651 -37.17 28,015 -40.28 0.1304
2018-11-13 2018-09-30 13F SIMON PROPERTY GROUP REIT 828806109 265,415 16,850 6.78 46,912 10.90 0.1765
2018-08-14 2018-06-30 13F SIMON PROPERTY GROUP REIT 828806109 248,565 72,853 41.46 42,303 55.98 0.1677
2018-05-15 2018-03-31 13F SIMON PROPERTY GROUP REIT 828806109 175,712 -1,934 -1.09 27,121 -11.10 0.1070
2018-02-14 2017-12-31 13F SIMON PROPERTY GROUP REIT 828806109 177,646 -9,487 -5.07 30,509 1.26 0.1145
2017-11-14 2017-09-30 13F SIMON PROPERTY GROUP REIT 828806109 187,133 2,887 1.57 30,130 1.09 0.1193
2017-08-14 2017-06-30 13F SIMON PROPERTY GROUP REIT 828806109 184,246 -152,309 -45.26 29,804 -48.52 0.1200
2017-05-15 2017-03-31 13F SIMON PROPERTY GROUP REIT 828806109 336,555 -208,619 -38.27 57,898 -40.23 0.2411
2017-02-14 2016-12-31 13F SIMON PROPERTY GROUP REIT 828806109 545,174 -25,997 -4.55 96,861 -18.08 0.4437
2016-11-14 2016-09-30 13F SIMON PROPERTY GROUP REIT 828806109 571,171 -43,654 -7.10 118,238 -11.34 0.5636
2016-08-15 2016-06-30 13F SIMON PROPERTY GROUP REIT 828806109 614,825 -47,083 -7.11 133,356 -2.99 0.6622
2016-05-16 2016-03-31 13F SIMON PROPERTY GROUP REIT 828806109 661,908 7,108 1.09 137,472 7.97 0.6824
2016-02-12 2015-12-31 13F SIMON PROPERTY GROUP REIT 828806109 654,800 -885 -0.13 127,319 5.69 0.6273
2015-11-13 2015-09-30 13F SIMON PROPERTY GROUP REIT 828806109 655,685 52,399 8.69 120,462 15.41 0.6359
2015-08-14 2015-06-30 13F SIMON PROPERTY GROUP REIT 828806109 603,286 -134,110 -18.19 104,380 -27.65 0.5232
2015-05-15 2015-03-31 13F SIMON PROPERTY GROUP REIT 828806109 737,396 -48,741 -6.20 144,264 0.77 0.7324
2015-02-13 2014-12-31 13F SIMON PROPERTY GROUP REIT 828806109 786,137 74,192 10.42 143,164 22.30 0.7322
2014-11-12 2014-09-30 13F SIMON PROPERTY GROUP REIT 828806109 711,945 249,014 53.79 117,058 52.07 0.5672
2014-08-14 2014-06-30 13F SIMON PROPERTY GROUP REIT 828806109 462,931 35,647 8.34 76,976 9.85 0.3737
2014-05-15 2014-03-31 13F SIMON PROPERTY GROUP REIT 828806109 427,284 -25,357 -5.60 70,075 1.74 0.3309
2014-02-21 2013-12-31 13F SIMON PROPERTY GROUP REIT 828806109 452,641 -25,336 -5.30 68,874 -2.79 0.3189
2013-11-14 2013-09-30 13F SIMON PROPERTY GROUP REIT 828806109 477,977 -38,232 -7.41 70,851 -13.09 0.3480
2013-08-14 2013-06-30 13F SIMON PROPERTY GROUP REIT 828806109 516,209 516,209 81,520 0.4169
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.