Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionShelton Capital Management
Latest Disclosed Ownership3,862 shares
Latest Disclosed Value $ 720,379
Shelton Capital Management reports 20.57% decrease in ownership of SPG / Simon Property Group, Inc.

On May 15, 2026 - Shelton Capital Management filed a 13F-HR form disclosing ownership of 3,862 shares of Simon Property Group, Inc. (MX:SPG) valued at $720,379 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 4,862 shares of Simon Property Group, Inc.. This represents a change in shares of -20.57% 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)
2026-05-15 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,862 -1,000 -20.57 720 -20.00 0.0158
2026-02-17 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,862 3,200 192.54 900 189.39 0.0178
2025-11-14 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,662 -54 -3.15 312 13.09 0.0067
2025-08-13 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,716 0 0.00 276 -3.17 0.0063
2025-05-15 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,716 -47 -2.67 285 -6.27 0.0068
2025-02-13 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,763 0 0.00 304 2.02 0.0076
2024-11-14 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,763 -167 -8.65 298 1.71 0.0076
2024-08-13 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,930 0 0.00 293 -3.31 0.0080
2024-05-15 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,930 0 0.00 302 9.82 0.0086
2024-02-14 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,930 -155 -7.43 275 22.22 0.0087
2023-11-14 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,085 0 0.00 225 -6.25 0.0083
2023-08-10 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,085 0 0.00 241 3.00 0.0086
2023-05-11 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,085 0 0.00 233 -4.51 0.0097
2023-02-13 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,085 2,085 245 0.0257
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 0 -2,735 -100.00 0 -100.00
2022-08-11 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,735 0 0.00 260 -27.78 0.0117
2022-05-12 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,735 0 0.00 360 -17.62 0.0133
2022-02-11 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,735 110 4.19 437 28.15 0.0155
2021-11-15 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,625 450 20.69 341 20.07 0.0133
2021-08-12 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,175 0 0.00 284 14.98 0.0107
2021-05-14 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,175 2,175 247 0.0086
2021-02-16 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 0 -3,220 -100.00 0 -100.00
2020-11-09 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 3,220 0 0.00 208 -5.45 0.0086
2020-08-12 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,220 3,220 220 0.0121
2020-05-13 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 0 -3,220 -100.00 0 -100.00
2020-02-11 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 3,220 -400 -11.05 480 -14.74 0.0265
2019-11-13 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 3,620 0 0.00 563 -2.60 0.0332
2019-08-14 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,620 3,030 513.56 578 -82.16 0.0333
2019-05-10 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 590 -2,650 -81.79 3,240 495.59 0.0128
2019-01-31 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 3,240 0 0.00 544 -5.06 0.0370
2018-11-14 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 3,240 0 0.00 573 3.99 0.0327
2018-08-10 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,240 -110 -3.28 551 6.58 0.0343
2018-05-15 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,350 0 0.00 517 -10.09 0.0339
2018-02-06 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 3,350 0 0.00 575 6.68 0.0369
2017-11-28 2017-09-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 3,350 -7 -0.21 539 -0.74 0.0364
2017-08-14 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,357 7 0.21 543 -5.73 0.0384
2017-11-28 2017-03-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 3,350 -650 -16.25 576 -18.99 0.0399
2017-11-28 2016-12-31 13F/A-2 SIMON PPTY GROUP INC COM 828806109 4,000 1,825 83.91 711 58.00 0.0541
2017-12-06 2016-09-30 13F/A-2 SIMON PPTY GROUP INC COM 828806109 2,175 -4 -0.18 450 -4.86 0.0376
2017-12-04 2016-09-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 4,000 1,825 711 0.0453
2016-08-01 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,179 4 0.18 473 4.65 0.0417
2016-05-13 2016-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,175 0 0.00 452 6.86 0.0409
2016-02-01 2015-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,175 0 0.00 423 5.75 0.0409
2015-11-02 2015-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,175 0 0.00 400 6.38 0.0440
2015-08-11 2015-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,175 0 0.00 376 -11.74 0.0389
2015-05-12 2015-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,175 0 0.00 426 7.58 0.0460
2015-02-10 2014-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,175 0 0.00 396 10.61 0.0461
2014-10-15 2014-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,175 0 0.00 358 -1.10 0.0481
2014-07-25 2014-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,175 0 0.00 362 1.40 0.0505
2014-04-14 2014-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,175 0 0.00 357 7.85 0.0523
2014-01-22 2013-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,175 0 0.00 331 2.80 0.0501
2013-10-16 2013-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,175 0 0.00 322 -6.12 0.0539
2013-07-10 2013-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,175 2,175 343 0.0626
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.