Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionSarasin & Partners LLP
Latest Disclosed Ownership10,014 shares
Latest Disclosed Value $ 1,867,911
Sarasin & Partners LLP reports 2.45% decrease in ownership of SPG / Simon Property Group, Inc.

On April 13, 2026 - Sarasin & Partners LLP filed a 13F-HR form disclosing ownership of 10,014 shares of Simon Property Group, Inc. (MX:SPG) valued at $1,867,911 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 10,265 shares of Simon Property Group, Inc.. This represents a change in shares of -2.45% 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)
2026-04-13 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 10,014 -251 -2.45 1,868 -1.74 0.0228
2026-01-08 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 10,265 -548 -5.07 1,900 -5.43 0.0197
2025-10-10 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 10,813 -23,519 -68.50 2,010 -63.60 0.0197
2025-07-09 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 34,332 34,332 5,519 0.0549
2020-04-30 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 0 -475,466 -100.00 0 -100.00
2020-02-12 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 475,466 -31,454 -6.20 70,825 -10.24 1.0823
2019-11-08 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 506,920 44,510 9.63 78,902 6.80 1.3056
2019-07-18 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 462,410 -55,658 -10.74 73,875 -21.74 1.2910
2019-05-13 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 518,068 -11,246 -2.12 94,397 6.16 1.8173
2019-02-12 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 529,314 -90,980 -14.67 88,919 -18.90 1.9344
2018-11-09 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 620,294 -90,515 -12.73 109,637 -9.37 2.0661
2018-08-07 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 710,809 -65,635 -8.45 120,973 0.94 2.3780
2018-05-01 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 776,444 -16,391 -2.07 119,844 -11.98 2.3475
2018-02-06 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 792,835 239 0.03 136,161 6.70 2.6456
2017-11-13 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 792,596 80,837 11.36 127,616 10.84 2.5725
2017-08-03 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 711,759 159,315 28.84 115,134 21.15 2.2522
2017-05-15 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 552,444 -45,065 -7.54 95,037 -10.48 1.8486
2017-02-10 2016-12-31 13F SIMON PPTY GROUP INC COM 828806109 597,509 95,695 19.07 106,159 2.19 1.7951
2016-10-14 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 501,814 43,255 9.43 103,881 4.44 1.6288
2016-07-13 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 458,559 -12,686 -2.69 99,461 1.62 1.6510
2016-04-27 2016-03-31 13F SIMON PPTY GROUP INC COM 828806109 471,245 53,730 12.87 97,873 20.56 1.5970
2016-01-19 2015-12-31 13F SIMON PPTY GROUP INC COM 828806109 417,515 174,784 72.01 81,182 82.04 1.3494
2015-11-06 2015-09-30 13F SIMON PPTY GROUP INC COM 828806109 242,731 -1,208 -0.50 44,595 5.66 0.8023
2015-08-06 2015-06-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 243,939 3,467 42,206 0.6870
2015-10-21 2015-06-30 13F/A-2 SIMON PPTY GROUP INC COM 828806109 243,939 3,467 1.44 42,206 -10.29 0.6924
2015-07-27 2015-06-30 13F SIMON PPTY GROUP INC COM 828806109 243,939 42,206
2015-04-13 2015-03-31 13F SIMON PPTY GROUP INC COM 828806109 240,472 240,472 0.00 47,046 0.7196
2015-01-26 2014-12-31 13F SIMON PPTY GROUP INC COM 828806109 0 -182,706 -100.00 0 -100.00
2014-10-23 2014-09-30 13F SIMON PPTY GROUP INC COM 828806109 182,706 -10,692 -5.53 30,041 -6.58 0.4132
2014-07-14 2014-06-30 13F SIMON PPTY GROUP INC COM 828806109 193,398 -16,345 -7.79 32,158 -6.51 0.4500
2014-04-09 2014-03-31 13F SIMON PPTY GROUP INC COM 828806109 209,743 -22,048 -9.51 34,398 -2.47 0.4905
2014-02-13 2013-12-31 13F SIMON PPTY GROUP INC COM 828806109 231,791 14,184 6.52 35,269 9.34 0.4936
2013-10-09 2013-09-30 13F SIMON PPTY GROUP INC COM 828806109 217,607 -7,761 -3.44 32,256 -9.37 0.4920
2013-08-07 2013-06-30 13F SIMON PPTY GROUP INC COM 828806109 225,368 225,368 35,590 0.5070
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.