Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionRedhawk Wealth Advisors, Inc.
Latest Disclosed Ownership2,135 shares
Latest Disclosed Value $ 398,297
Redhawk Wealth Advisors, Inc. reports 7.38% decrease in ownership of SPG / Simon Property Group, Inc.

On April 15, 2026 - Redhawk Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 2,135 shares of Simon Property Group, Inc. (MX:SPG) valued at $398,297 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 2,305 shares of Simon Property Group, Inc.. This represents a change in shares of -7.38% 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)
2026-04-15 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,135 -170 -7.38 398 -6.57 0.0440
2026-01-14 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,305 27 1.19 427 -0.23 0.0478
2025-10-09 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,278 26 1.15 428 17.96 0.0496
2025-07-10 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,252 29 1.30 362 -1.90 0.0454
2025-04-15 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,223 28 1.28 369 -2.38 0.0496
2025-01-14 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,195 0 0.00 378 2.16 0.0511
2024-10-11 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,195 0 0.00 371 11.11 0.0530
2024-07-16 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,195 0 0.00 333 -2.92 0.0509
2024-05-14 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,195 -4 -0.18 343 9.58 0.0559
2024-01-12 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,199 21 0.96 314 33.19 0.0612
2023-10-13 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,178 -50 -2.24 235 -8.56 0.0783
2023-07-13 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,228 2,228 257 0.0786
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.