Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionPeapack Gladstone Financial Corp
Latest Disclosed Ownership19,600 shares
Latest Disclosed Value $ 3,656
Peapack Gladstone Financial Corp reports 10.73% increase in ownership of SPG / Simon Property Group, Inc.

On May 15, 2026 - Peapack Gladstone Financial Corp filed a 13F-HR form disclosing ownership of 19,600 shares of Simon Property Group, Inc. (MX:SPG) valued at $3,656 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 17,700 shares of Simon Property Group, Inc.. This represents a change in shares of 10.73% 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 19,600 1,900 10.73 4 0.00 0.0468
2026-02-10 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 17,700 -335 -1.86 3 0.00 0.0413
2025-11-14 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 18,035 136 0.76 3 50.00 0.0441
2025-08-14 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 17,899 -601 -3.25 3 -33.33 0.0407
2025-05-12 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 18,500 -691 -3.60 3 0.00 0.0456
2025-02-13 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 19,191 -1,047 -5.17 3 0.00 0.0479
2024-11-26 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 20,238 -555 -2.67 3 0.00 0.0493
2024-08-13 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 20,793 -6,094 -22.67 3 -25.00 0.0485
2024-05-10 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 26,887 -1,840 -6.41 4 0.00 0.0658
2024-02-13 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 28,727 -2,413 -7.75 4 33.33 0.0690
2023-11-14 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 31,140 -1,359 -4.18 3 0.00 0.0622
2023-08-14 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 32,499 545 1.71 4 0.00 0.0669
2023-05-15 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 31,954 252 0.79 4 -99.92 0.0681
2023-02-14 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 31,702 -229 -0.72 3,725 29.93 0.0734
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 31,931 3,351 11.72 2,867 5.64 0.0585
2022-08-12 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 28,580 -77 -0.27 2,714 -28.01 0.0620
2022-05-16 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 28,657 -5,154 -15.24 3,770 -30.21 0.0739
2022-02-15 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 33,811 -3,102 -8.40 5,402 12.59 0.1020
2021-11-15 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 36,913 -262 -0.70 4,798 -1.09 0.0992
2021-08-16 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 37,175 281 0.76 4,851 15.56 0.1163
2021-05-14 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 36,894 8,972 32.13 4,198 76.31 0.1084
2021-02-16 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 27,922 6,111 28.02 2,381 68.75 0.0712
2020-11-16 2020-09-30 13F SIMON PROPERTY GROUP INC REIT OTHER 828806109 21,811 -65 -0.30 1,411 -5.68 0.0513
2020-08-14 2020-06-30 13F SIMON PROPERTY GROUP INC REIT OTHER 828806109 21,876 -18,400 -45.68 1,496 -32.31 0.0592
2020-05-15 2020-03-31 13F SIMON PROPERTY GROUP INC REIT OTHER 828806109 40,276 18,093 81.56 2,210 -33.11 0.1043
2020-02-14 2019-12-31 13F SIMON PROPERTY GROUP INC REIT OTHER 828806109 22,183 17,805 406.69 3,304 385.17 0.1328
2019-11-13 2019-09-30 13F SIMON PROPERTY GROUP INC REIT OTHER 828806109 4,378 4,378 681 0.0293
2019-08-15 2019-06-30 13F SIMON PROPERTY GROUP INC REIT OTHER 828806109 0 -1,196 -100.00 0 -100.00
2019-05-15 2019-03-31 13F SIMON PROPERTY GROUP INC REIT OTHER 828806109 1,196 0 0.00 217 7.96 0.0098
2019-02-14 2018-12-31 13F SIMON PROPERTY GROUP INC REIT OTHER 828806109 1,196 -43 -3.47 201 -8.22 0.0103
2018-11-14 2018-09-30 13F SIMON PROPERTY GROUP INC REIT OTHER 828806109 1,239 43 3.60 219 7.88 0.0107
2018-08-09 2018-06-30 13F SIMON PROPERTY GROUP INC REIT OTHER 828806109 1,196 1,196 203 0.0106
2017-11-14 2017-09-30 13F SIMON PROPERTY GROUP INC REIT REAL ESTATE INVESTMENT TRUSTS 828806109 0 -1,241 -100.00 0 -100.00
2017-08-14 2017-06-30 13F SIMON PROPERTY GROUP INC REIT REAL ESTATE INVESTMENT TRUSTS 828806109 1,241 0 0.00 201 -6.10 0.0120
2017-05-10 2017-03-31 13F SIMON PROPERTY GROUP INC REIT REAL ESTATE INVESTMENT TRUSTS 828806109 1,241 -28 -2.21 213 -5.33 0.0131
2017-02-14 2016-12-31 13F SIMON PROPERTY GROUP INC REIT REAL ESTATE INVESTMENT TRUSTS 828806109 1,269 28 2.26 225 -12.11 0.0146
2016-11-14 2016-09-30 13F SIMON PROPERTY GROUP INC REIT REAL ESTATE INVESTMENT TRUSTS 828806109 1,241 0 0.00 257 -4.83 0.0172
2016-08-15 2016-06-30 13F SIMON PROPERTY GROUP INC REIT REAL ESTATE INVESTMENT TRUSTS 828806109 1,241 0 0.00 269 4.67 0.0186
2016-05-10 2016-03-31 13F SIMON PROPERTY GROUP INC REIT REAL ESTATE INVESTMENT TRUSTS 828806109 1,241 -516 -29.37 258 -24.63 0.0181
2016-02-12 2015-12-31 13F SIMON PROPERTY GROUP INC REIT REAL ESTATE INVESTMENT TRUSTS 828806109 1,757 0 0.00 342 5.90 0.0240
2015-11-12 2015-09-30 13F SIMON PROPERTY GROUP INC REIT REAL ESTATE INVESTMENT TRUSTS 828806109 1,757 0 0.00 323 6.27 0.0242
2015-08-13 2015-06-30 13F SIMON PROPERTY GROUP INC REIT REAL ESTATE INVESTMENT TRUSTS 828806109 1,757 -496 -22.02 304 -31.14 0.0213
2015-05-13 2015-03-31 13F SIMON PROPERTY GROUP INC REIT REAL ESTATE INVESTMENT TRUSTS 828806109 2,253 0 0.00 441 7.32 0.0305
2015-02-12 2014-12-31 13F SIMON PROPERTY GROUP INC REIT REAL ESTATE INVESTMENT TRUSTS 828806109 2,253 0 0.00 410 10.81 0.0289
2014-11-13 2014-09-30 13F/A-1 SIMON PROPERTY GROUP INC REIT REAL ESTATE INVESTMENT TRUSTS 828806109 2,253 -200 -8.15 370 -9.09 0.0277
2014-11-12 2014-09-30 13F SIMON PROPERTY GROUP INC REIT REAL ESTATE INVESTMENT TRUSTS 828806109 2,453 408
2014-08-14 2014-06-30 13F SIMON PROPERTY GROUP INC REIT REAL ESTATE INVESTMENT TRUSTS 828806109 2,453 0 0.00 408 1.24 0.0306
2014-05-06 2014-03-31 13F SIMON PROPERTY GROUP INC REIT REAL ESTATE INVESTMENT TRUSTS 828806109 2,453 -176 -6.69 402 0.50 0.0317
2014-02-13 2013-12-31 13F SIMON PROPERTY GROUP INC REIT REAL ESTATE INVESTMENT TRUSTS 828806109 2,629 -147 -5.30 400 -99.90 0.0322
2013-11-14 2013-09-30 13F SIMON PROPERTY GROUP INC REIT REAL ESTATE INVESTMENT TRUSTS 828806109 2,776 0 0.00 411,487 -6.14 0.0362
2013-08-13 2013-06-30 13F SIMON PROPERTY GROUP INC REIT REAL ESTATE INVESTMENT TRUSTS 828806109 2,776 2,776 438,386 0.0401
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.