Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionSavant Capital, LLC
Latest Disclosed Ownership6,567 shares
Latest Disclosed Value $ 1,224,953
Savant Capital, LLC reports 42.82% increase in ownership of SPG / Simon Property Group, Inc.

On May 4, 2026 - Savant Capital, LLC filed a 13F-HR form disclosing ownership of 6,567 shares of Simon Property Group, Inc. (MX:SPG) valued at $1,224,953 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 4,598 shares of Simon Property Group, Inc.. This represents a change in shares of 42.82% 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.

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)
2026-05-04 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 6,567 1,969 42.82 1,225 43.83 0.0059
2026-02-10 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,598 891 24.04 851 22.45 0.0048
2026-03-04 2025-09-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 3,707 10 0.27 696 17.00 0.0042
2025-11-05 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 9,877 800 1,854 0.0098
2026-03-04 2025-06-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 3,697 273 7.97 594 4.58 0.0043
2025-08-06 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 9,077 4,464 1,459 0.0090
2026-03-04 2025-03-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 3,424 -983 -22.31 569 -25.07 0.0048
2025-05-08 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,613 206 766 0.0056
2025-01-29 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,407 32 0.73 759 2.57 0.0060
2024-11-04 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,375 1,022 30.48 739 45.19 0.0061
2024-08-05 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,353 -399 -10.63 509 -13.29 0.0051
2024-05-06 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,752 379 11.24 587 22.04 0.0067
2024-02-05 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 3,373 -109 -3.13 481 27.93 0.0062
2023-11-07 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 3,482 70 2.05 376 -4.57 0.0056
2023-08-04 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,412 991 40.93 394 45.39 0.0062
2023-05-03 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,421 66 2.80 271 -1.81 0.0050
2023-02-13 2022-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 2,355 42 1.82 277 32.69 0.0068
2023-02-07 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,355 42 277 0.0068
2022-10-31 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,313 -315 -11.99 208 -16.47 0.0065
2022-07-22 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,628 -124 -4.51 249 -31.22 0.0076
2022-05-05 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,752 100 3.77 362 -14.62 0.0119
2022-02-08 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,652 360 15.71 424 42.28 0.0137
2021-11-12 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,292 430 23.09 298 22.63 0.0109
2021-08-04 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,862 -3 -0.16 243 14.62 0.0098
2021-05-04 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,865 1,865 212 0.0114
2020-04-30 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 0 -2,345 -100.00 0 -100.00
2020-01-31 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,345 -364 -13.44 349 -17.30 0.0428
2019-11-12 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,709 -37 -1.35 422 -3.87 0.0586
2019-08-06 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,746 -25 -0.90 439 -12.90 0.0618
2019-05-02 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,771 80 2.97 504 13.26 0.0946
2019-02-05 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,691 118 4.59 445 -2.20 0.0932
2018-10-22 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,573 -33 -1.27 455 2.48 0.0817
2018-08-07 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,606 -1 -0.04 444 10.45 0.0948
2018-04-27 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,607 -100 -3.69 402 -13.55 0.0848
2018-01-30 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,707 28 1.05 465 7.89 0.0978
2017-10-31 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,679 20 0.75 431 0.23 0.0967
2017-08-03 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,659 -70 -2.57 430 -8.51 0.1016
2017-05-09 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,729 -290 -9.61 470 -12.31 0.1162
2017-01-11 2016-12-31 13F SIMON PPTY GROUP INC COM 828806109 3,019 -475 -13.59 536 -25.86 0.1440
2016-10-28 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 3,494 -40 -1.13 723 -5.74 0.1987
2016-07-28 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,534 977 38.21 767 83.05 0.2194
2014-05-13 2014-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,557 0 0.00 419 7.71 0.1941
2014-01-28 2013-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,557 -12 -0.47 389 2.10 0.1907
2013-11-01 2013-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,569 -90 -3.38 381 -9.29 0.2074
2013-07-29 2013-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,659 2,659 420 0.2437
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.