Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionSRS Capital Advisors, Inc.
Latest Disclosed Ownership1,037 shares
Latest Disclosed Value $ 193,419
SRS Capital Advisors, Inc. reports 45.02% decrease in ownership of SPG / Simon Property Group, Inc.

On May 13, 2026 - SRS Capital Advisors, Inc. filed a 13F-HR form disclosing ownership of 1,037 shares of Simon Property Group, Inc. (MX:SPG) valued at $193,419 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,886 shares of Simon Property Group, Inc.. This represents a change in shares of -45.02% 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)
2026-05-13 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,037 -849 -45.02 193 -44.70 0.0055
2026-02-13 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,886 -5,933 -75.88 349 -76.21 0.0102
2025-11-14 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 7,819 6,801 668.07 1,467 728.81 0.0211
2025-08-12 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,018 192 23.24 177 29.20 0.0081
2025-05-15 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 826 -370 -30.94 137 -33.17 0.0088
2025-02-05 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,196 840 235.96 206 241.67 0.0130
2024-11-06 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 356 158 79.80 60 100.00 0.0054
2024-08-06 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 198 73 58.40 30 57.89 0.0029
2024-05-14 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 125 0 0.00 20 11.76 0.0021
2024-02-06 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 125 1 0.81 18 30.77 0.0020
2023-11-14 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 124 5 4.20 13 0.00 0.0017
2023-08-14 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 119 1 0.85 14 0.00 0.0018
2023-05-16 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 118 2 1.72 13 0.00 0.0017
2023-02-24 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 116 2 1.75 14 30.00 0.0019
2022-11-03 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 114 114 10 0.0016
2022-08-22 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 0 -110 -100.00 0 -100.00
2022-05-12 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 110 1 0.92 15 -11.76 0.0020
2022-02-08 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 109 1 0.93 17 21.43 0.0022
2021-11-05 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 108 -499 -82.21 14 -82.28 0.0019
2021-08-02 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 607 503 483.65 79 777.78 0.0108
2021-02-03 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 104 2 1.96 9 28.57 0.0013
2020-11-12 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 102 2 2.00 7 0.00 0.0012
2020-08-06 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 100 0 0.00 7 40.00 0.0012
2020-05-13 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 100 100 5 0.0012
2018-11-05 2018-09-30 13F SIMON PPTY GROUP INC NEW COM COM 828806109 0 -229 -100.00 0 -100.00
2018-08-21 2018-06-30 13F SIMON PPTY GROUP INC NEW COM COM 828806109 229 53 30.11 38 40.74 0.0167
2018-05-14 2018-03-31 13F SIMON PPTY GROUP INC NEW COM COM 828806109 176 176 27 0.0140
2017-05-11 2017-03-31 13F SIMON PPTY GROUP INC NEW COM COM 828806109 0 -15 -100.00 0 -100.00
2017-02-14 2016-12-31 13F SIMON PPTY GROUP INC NEW COM COM 828806109 15 15 3 0.0015
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.