Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionRhumbline Advisers
Latest Disclosed Ownership663,175 shares
Latest Disclosed Value $ 123,701,885
Rhumbline Advisers reports 2.10% increase in ownership of SPG / Simon Property Group, Inc.

On May 12, 2026 - Rhumbline Advisers filed a 13F-HR form disclosing ownership of 663,175 shares of Simon Property Group, Inc. (MX:SPG) valued at $123,701,885 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 649,527 shares of Simon Property Group, Inc.. This represents a change in shares of 2.10% 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)
2026-05-12 2026-03-31 13F SIMON PROPERTY GROUP INC COM COM 828806109 663,175 13,648 2.10 123,702 2.88 0.1058
2026-02-13 2025-12-31 13F SIMON PROPERTY GROUP INC COM COM 828806109 649,527 -21,075 -3.14 120,234 -4.46 0.0972
2025-11-06 2025-09-30 13F SIMON PROPERTY GROUP INC COM COM 828806109 670,602 -4,802 -0.71 125,852 15.91 0.1011
2025-08-12 2025-06-30 13F SIMON PROPERTY GROUP INC COM COM 828806109 675,404 -10,109 -1.47 108,578 -4.63 0.0930
2025-05-29 2025-03-31 13F/A-1 SIMON PROPERTY GROUP INC COM COM 828806109 685,513 -40,493 -5.58 113,850 -8.94 0.1065
2025-04-08 2025-03-31 13F SIMON PROPERTY GROUP INC COM COM 828806109 685,513 -40,493 113,850 0.1065
2025-05-29 2024-12-31 13F/A-1 SIMON PROPERTY GROUP INC COM COM 828806109 726,006 -7,963 -1.08 125,025 0.78 0.1118
2025-01-30 2024-12-31 13F SIMON PROPERTY GROUP INC COM COM 828806109 726,006 -7,963 125,025 0.1118
2024-11-12 2024-09-30 13F SIMON PROPERTY GROUP INC COM COM 828806109 733,969 -34,866 -4.53 124,055 6.29 0.1119
2024-08-01 2024-06-30 13F SIMON PROPERTY GROUP INC COM COM 828806109 768,835 11,004 1.45 116,709 -1.59 0.1097
2024-05-09 2024-03-31 13F SIMON PROPERTY GROUP INC COM COM 828806109 757,831 -6,472 -0.85 118,593 8.78 0.1139
2024-02-08 2023-12-31 13F SIMON PROPERTY GROUP INC COM COM 828806109 764,303 -20,172 -2.57 109,020 28.64 0.1143
2023-11-09 2023-09-30 13F SIMON PROPERTY GROUP INC COM COM 828806109 784,475 20,586 2.69 84,747 -3.93 0.0984
2023-08-08 2023-06-30 13F SIMON PROPERTY GROUP INC COM COM 828806109 763,889 -7,146 -0.93 88,214 102,473.26 0.0988
2023-05-11 2023-03-31 13F SIMON PROPERTY GROUP INC COM COM 828806109 771,035 26,430 3.55 86 -99.90 0.1065
2023-02-14 2022-12-31 13F SIMON PROPERTY GROUP INC COM COM 828806109 744,605 27,792 3.88 87,476 35.97 0.1176
2022-11-10 2022-09-30 13F SIMON PROPERTY GROUP INC COM COM 828806109 716,813 12,101 1.72 64,334 -3.82 0.0958
2022-08-11 2022-06-30 13F SIMON PROPERTY GROUP INC COM COM 828806109 704,712 40,508 6.10 66,891 -23.45 0.0976
2022-05-12 2022-03-31 13F SIMON PROPERTY GROUP INC COM COM 828806109 664,204 -582 -0.09 87,383 -17.73 0.1125
2022-02-10 2021-12-31 13F SIMON PROPERTY GROUP INC COM COM 828806109 664,786 -5,405 -0.81 106,213 21.94 0.1302
2021-11-12 2021-09-30 13F SIMON PROPERTY GROUP INC COM COM 828806109 670,191 2,456 0.37 87,105 -0.02 0.1179
2021-08-05 2021-06-30 13F SIMON PROPERTY GROUP INC COM COM 828806109 667,735 -26,917 -3.87 87,126 10.24 0.1143
2021-05-06 2021-03-31 13F SIMON PROPERTY GROUP INC COM COM 828806109 694,652 -34,533 -4.74 79,031 27.09 0.1074
2021-02-10 2020-12-31 13F SIMON PROPERTY GROUP INC COM COM 828806109 729,185 26,465 3.77 62,185 36.81 0.0858
2020-11-12 2020-09-30 13F SIMON PROPERTY GROUP INC COM COM 828806109 702,720 10,167 1.47 45,452 -4.02 0.0712
2020-08-13 2020-06-30 13F SIMON PROPERTY GROUP INC COM COM 828806109 692,553 58,051 9.15 47,357 36.05 0.0791
2020-05-06 2020-03-31 13F SIMON PROPERTY GROUP INC COM COM 828806109 634,502 -50,349 -7.35 34,809 -65.88 0.0730
2020-02-05 2019-12-31 13F SIMON PROPERTY GROUP INC COM COM 828806109 684,851 20,390 3.07 102,015 -1.36 0.1706
2019-10-23 2019-09-30 13F SIMON PROPERTY GROUP INC COM COM 828806109 664,461 55,564 9.13 103,423 6.32 0.1890
2019-08-14 2019-06-30 13F SIMON PROPERTY GROUP INC COM COM 828806109 608,897 -24,189 -3.82 97,277 -15.67 0.1826
2019-05-01 2019-03-31 13F SIMON PROPERTY GROUP INC COM COM 828806109 633,086 17,036 2.77 115,355 11.46 0.2234
2019-01-31 2018-12-31 13F SIMON PROPERTY GROUP INC COM COM 828806109 616,050 8,745 1.44 103,490 -3.59 0.2252
2018-11-07 2018-09-30 13F SIMON PROPERTY GROUP INC COM COM 828806109 607,305 -25,724 -4.06 107,341 -0.37 0.2073
2018-08-06 2018-06-30 13F SIMON PROPERTY GROUP INC COM COM 828806109 633,029 4,529 0.72 107,735 11.06 0.2173
2018-05-02 2018-03-31 13F SIMON PROPERTY GROUP INC COM COM 828806109 628,500 -18,203 -2.81 97,009 -12.66 0.2026
2018-02-09 2017-12-31 13F SIMON PROPERTY GROUP INC COM COM 828806109 646,703 16,939 2.69 111,065 9.53 0.2256
2017-11-06 2017-09-30 13F SIMON PROPERTY GROUP INC COM COM 828806109 629,764 10,534 1.70 101,398 1.23 0.2205
2017-08-02 2017-06-30 13F SIMON PROPERTY GROUP INC COM COM 828806109 619,230 4,316 0.70 100,167 -5.31 0.2286
2017-05-02 2017-03-31 13F SIMON PROPERTY GROUP INC COM COM 828806109 614,914 32,465 5.57 105,784 2.22 0.2471
2017-01-27 2016-12-31 13F SIMON PROPERTY GROUP INC COM COM 828806109 582,449 28,167 5.08 103,484 -9.81 0.2623
2016-11-08 2016-09-30 13F SIMON PROPERTY GROUP INC COM COM 828806109 554,282 33,061 6.34 114,742 1.49 0.3162
2016-08-11 2016-06-30 13F SIMON PROPERTY GROUP INC COM COM 828806109 521,221 18,826 3.75 113,053 8.35 0.3350
2016-05-02 2016-03-31 13F SIMON PROPERTY GROUP INC REIT COM 828806109 502,395 9,873 2.00 104,342 8.96 0.3238
2016-02-03 2015-12-31 13F SIMON PROPERTY GROUP INC REIT COM 828806109 492,522 -11,614 -2.30 95,766 3.40 0.3082
2015-11-04 2015-09-30 13F SIMON PROPERTY GROUP INC REIT COM 828806109 504,136 11,185 2.27 92,620 8.59 0.3151
2015-08-04 2015-06-30 13F SIMON PROPERTY GROUP INC REIT COM 828806109 492,951 -65,895 -11.79 85,290 -21.99 0.2718
2015-05-12 2015-03-31 13F SIMON PROPERTY GROUP INC REIT COM 828806109 558,846 -11,315 -1.98 109,333 5.30 0.3154
2015-02-06 2014-12-31 13F SIMON PROPERTY GROUP INC REIT COM 828806109 570,161 -13,020 -2.23 103,832 8.29 0.3016
2014-11-12 2014-09-30 13F SIMON PROPERTY GROUP INC REIT COM 828806109 583,181 23,669 4.23 95,887 3.06 0.2880
2014-08-06 2014-06-30 13F SIMON PROPERTY GROUP INC REIT COM 828806109 559,512 -10,976 -1.92 93,036 -0.56 0.2730
2014-05-06 2014-03-31 13F SIMON PROPERTY GROUP INC REIT COM 828806109 570,488 -8,573 -1.48 93,560 6.19 0.2775
2014-02-03 2013-12-31 13F SIMON PROPERTY GROUP INC REIT COM 828806109 579,061 -22,820 -3.79 88,110 -1.24 0.2599
2013-11-05 2013-09-30 13F SIMON PROPERTY GROUP INC REIT COM 828806109 601,881 -10,329 -1.69 89,217 -7.72 0.2764
2013-08-07 2013-06-30 13F SIMON PROPERTY GROUP INC REIT COM 828806109 612,210 612,210 96,680 0.3106
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.