Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionPenserra Capital Management LLC
Latest Disclosed Ownership1,842 shares
Latest Disclosed Value $ 343
Penserra Capital Management LLC reports 3.19% increase in ownership of SPG / Simon Property Group, Inc.

On May 11, 2026 - Penserra Capital Management LLC filed a 13F-HR form disclosing ownership of 1,842 shares of Simon Property Group, Inc. (MX:SPG) valued at $343 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,785 shares of Simon Property Group, Inc..

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-11 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,842 57 3.19 0 0.0040
2026-02-12 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,785 -10 -0.56 0 0.0039
2025-11-04 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,795 20 1.13 0 0.0040
2025-08-06 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,775 -7,515 -80.89 0 -100.00 0.0040
2025-04-29 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 9,290 551 6.31 2 0.00 0.0275
2025-02-13 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 8,739 -907 -9.40 2 0.00 0.0275
2024-11-12 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 9,646 1,413 17.16 2 0.00 0.0353
2024-08-13 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 8,233 -27 -0.33 1 0.00 0.0158
2024-05-15 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 8,260 -639 -7.18 1 0.00 0.0162
2024-02-14 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 8,899 -313 -3.40 1 0.0238
2023-11-15 2023-09-30 13F SIMON PPTY GROUP NEW COM 828806109 9,212 483 5.53 1 -100.00 0.0205
2023-08-11 2023-06-30 13F SIMON PPTY GROUP NEW COM 828806109 8,729 2,642 43.40 1 0.0199
2023-04-24 2023-03-31 13F SIMON PPTY GROUP NEW COM 828806109 6,087 812 15.39 1 0.0141
2023-02-13 2022-12-31 13F SIMON PPTY GROUP NEW COM 828806109 5,275 -47 -0.88 1 -100.00 0.0136
2022-11-14 2022-09-30 13F SIMON PPTY GROUP NEW COM 828806109 5,322 400 8.13 477 2.36 0.0135
2022-08-15 2022-06-30 13F SIMON PPTY GROUP NEW COM 828806109 4,922 1,221 32.99 466 -4.12 0.0127
2022-05-13 2022-03-31 13F SIMON PPTY GROUP NEW COM 828806109 3,701 560 17.83 486 -2.99 0.0116
2022-02-15 2021-12-31 13F SIMON PPTY GROUP NEW COM 828806109 3,141 1,157 58.32 501 94.94 0.0107
2021-11-15 2021-09-30 13F SIMON PPTY GROUP NEW COM 828806109 1,984 916 85.77 257 84.89 0.0053
2021-08-12 2021-06-30 13F SIMON PPTY GROUP NEW COM 828806109 1,068 297 38.52 139 59.77 0.0025
2021-05-13 2021-03-31 13F SIMON PPTY GROUP NEW COM 828806109 771 125 19.35 87 58.18 0.0016
2021-02-12 2020-12-31 13F SIMON PPTY GROUP NEW COM 828806109 646 136 26.67 55 71.88 0.0013
2020-11-13 2020-09-30 13F SIMON PPTY GROUP NEW COM 828806109 510 -10,395 -95.32 32 -95.70 0.0012
2020-08-14 2020-06-30 13F SIMON PPTY GROUP NEW COM 828806109 10,905 10,441 2,250.22 744 2,761.54 0.0384
2020-05-14 2020-03-31 13F SIMON PPTY GROUP NEW COM 828806109 464 128 38.10 26 -40.91 0.0018
2020-02-14 2019-12-31 13F SIMON PPTY GROUP NEW COM 828806109 336 -7,647 -95.79 44 -96.46 0.0028
2019-11-15 2019-09-30 13F SIMON PPTY GROUP NEW COM 828806109 7,983 1,387 21.03 1,242 17.95 0.1055
2019-08-13 2019-06-30 13F SIMON PPTY GROUP INC NEW COM 828806109 6,596 708 12.02 1,053 3.03 0.0819
2019-05-08 2019-03-31 13F SIMON PPTY GROUP NEW COM 828806109 5,888 -923 -13.55 1,022 -10.66 0.0818
2019-02-06 2018-12-31 13F SIMON PPTY GROUP NEW COM 828806109 6,811 6,811 1,144 0.1111
2018-02-07 2017-12-31 13F SIMON PPTY GROUP NEW COM 828806109 0 -4,087 -100.00 0 -100.00
2017-10-26 2017-09-30 13F SIMON PPTY GROUP NEW COM 828806109 4,087 4,087 652 0.1552
2017-05-09 2017-03-31 13F SIMON PPTY GROUP NEW COM 828806109 0 -99 -100.00 0 -100.00
2017-02-10 2016-12-31 13F SIMON PPTY GROUP NEW COM 828806109 99 19 23.75 17 6.25 0.0019
2016-11-03 2016-09-30 13F SIMON PPTY GROUP SH BEN INT 828806109 80 32 66.67 16 60.00 0.0019
2016-08-09 2016-06-30 13F SIMON PPTY GROUP NEW COM 828806109 48 16 50.00 10 66.67 0.0014
2016-05-10 2016-03-31 13F SIMON PPTY GROUP NEW COM 828806109 32 32 6 0.0006
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.