Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionSmead Capital Management, Inc.
Latest Disclosed Ownership1,559,860 shares
Latest Disclosed Value $ 290,960,720
Smead Capital Management, Inc. reports 12.92% decrease in ownership of SPG / Simon Property Group, Inc.

On May 14, 2026 - Smead Capital Management, Inc. filed a 13F-HR form disclosing ownership of 1,559,860 shares of Simon Property Group, Inc. (MX:SPG) valued at $290,960,720 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 1,791,330 shares of Simon Property Group, Inc.. This represents a change in shares of -12.92% 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)
2026-05-14 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,559,860 -231,470 -12.92 290,961 -12.25 6.3292
2026-02-09 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,791,330 -124,175 -6.48 331,593 -7.76 6.8808
2025-11-10 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,915,505 -146,514 -7.11 359,483 8.44 6.9446
2025-08-14 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,062,019 -274,779 -11.76 331,490 -14.59 6.6369
2025-05-14 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,336,798 -221,491 -8.66 388,095 -11.91 6.6530
2025-02-12 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,558,289 -62,066 -2.37 440,563 -0.53 6.8301
2024-11-07 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,620,355 88,378 3.49 442,892 15.23 6.3181
2024-08-09 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,531,977 132,832 5.54 384,354 2.37 6.0006
2024-07-16 2024-03-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 2,399,145 98,169 4.27 375,442 14.39 5.8574
2024-05-10 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,399,145 98,169 375,442 5.8574
2024-01-31 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,300,976 -38,930 -1.66 328,211 29.84 5.8773
2023-11-13 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,339,906 -79,094 -3.27 252,780 -9.51 5.1580
2023-08-11 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,419,000 -38,290 -1.56 279,346 1.53 5.5464
2023-05-12 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,457,290 73,263 3.07 275,143 -1.76 5.4831
2023-02-10 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,384,027 312,836 15.10 280,075 50.67 5.9909
2022-11-10 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,071,191 245,522 13.45 185,889 7.27 4.8332
2022-08-12 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,825,669 111,554 6.51 173,293 -23.15 4.4316
2022-05-13 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,714,115 404,413 30.88 225,509 7.77 5.2283
2022-02-14 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,309,702 221,540 20.36 209,251 47.96 5.4411
2021-11-12 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,088,162 160,499 17.30 141,428 16.84 4.8390
2021-07-30 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 927,663 108,142 13.20 121,041 29.82 4.2380
2021-05-04 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 819,521 218,060 36.26 93,237 81.77 4.1036
2021-02-03 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 601,461 -20,742 -3.33 51,293 27.46 2.9655
2020-11-04 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 622,203 -529 -0.08 40,244 -5.49 2.5495
2020-08-10 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 622,732 337,094 118.01 42,582 171.74 2.6866
2020-04-30 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 285,638 285,638 15,670 1.1116
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.