Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionSterling Capital Management LLC
Latest Disclosed Ownership44,850 shares
Latest Disclosed Value $ 8,365,871
Sterling Capital Management LLC reports 7.53% decrease in ownership of SPG / Simon Property Group, Inc.

On April 22, 2026 - Sterling Capital Management LLC filed a 13F-HR form disclosing ownership of 44,850 shares of Simon Property Group, Inc. (MX:SPG) valued at $8,365,871 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 48,503 shares of Simon Property Group, Inc.. This represents a change in shares of -7.53% 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)
2026-04-22 2026-03-31 13F SIMON PROPERTY GROUP REIT 828806109 44,850 -3,653 -7.53 8,366 -6.83 0.1147
2026-02-13 2025-12-31 13F SIMON PROPERTY GROUP REIT 828806109 48,503 13,160 37.24 8,978 35.37 0.1459
2025-11-12 2025-09-30 13F SIMON PROPERTY GROUP REIT 828806109 35,343 182 0.52 6,633 17.34 0.0971
2025-08-08 2025-06-30 13F/A-1 SIMON PROPERTY GROUP REIT 828806109 35,161 3,881 12.41 5,652 8.82 0.0803
2025-08-06 2025-06-30 13F SIMON PROPERTY GROUP REIT 828806109 35,161 3,881 5,652 0.0803
2025-05-13 2025-03-31 13F SIMON PROPERTY GROUP REIT 828806109 31,280 -4,428 -12.40 5,195 -15.53 0.0806
2025-02-13 2024-12-31 13F SIMON PROPERTY GROUP REIT 828806109 35,708 3,247 10.00 6,149 12.09 0.0843
2024-11-12 2024-09-30 13F SIMON PROPERTY GROUP REIT 828806109 32,461 -1,426 -4.21 5,487 4.00 0.0709
2019-11-14 2019-09-30 13F SIMON PROPERTY GROUP REIT 828806109 33,887 -2,500 -6.87 5,275 -9.26 0.0500
2019-08-14 2019-06-30 13F SIMON PROPERTY GROUP REIT 828806109 36,387 -43,510 -54.46 5,813 -60.07 0.0561
2019-05-15 2019-03-31 13F SIMON PROPERTY GROUP REIT 828806109 79,897 20 0.03 14,558 8.49 0.1439
2019-02-14 2018-12-31 13F SIMON PROPERTY GROUP REIT 828806109 79,877 1,290 1.64 13,419 -3.39 0.1456
2018-11-01 2018-09-30 13F SIMON PROPERTY GROUP REIT 828806109 78,587 39,700 102.09 13,890 109.88 0.1252
2018-08-14 2018-06-30 13F SIMON PROPERTY GROUP REIT 828806109 38,887 -700 -1.77 6,618 8.31 0.0617
2018-05-15 2018-03-31 13F SIMON PROPERTY GROUP REIT 828806109 39,587 0 0.00 6,110 -10.13 0.0575
2018-02-15 2017-12-31 13F SIMON PROPERTY GROUP REIT 828806109 39,587 0 0.00 6,799 6.67 0.0615
2017-11-15 2017-09-30 13F SIMON PROPERTY GROUP REIT 828806109 39,587 0 0.00 6,374 -0.47 0.0600
2017-08-15 2017-06-30 13F SIMON PROPERTY GROUP REIT 828806109 39,587 0 0.00 6,404 -5.96 0.0618
2017-05-15 2017-03-31 13F SIMON PROPERTY GROUP REIT 828806109 39,587 -4,000 -9.18 6,810 -12.06 0.0641
2017-02-14 2016-12-31 13F SIMON PROPERTY GROUP REIT 828806109 43,587 0 0.00 7,744 -14.17 0.0699
2016-11-14 2016-09-30 13F SIMON PROPERTY GROUP REIT 828806109 43,587 0 0.00 9,023 -4.56 0.0831
2016-08-19 2016-06-30 13F SIMON PROPERTY GROUP REIT 828806109 43,587 -510 -1.16 9,454 3.22 0.0863
2016-05-17 2016-03-31 13F SIMON PROPERTY GROUP REIT 828806109 44,097 -720 -1.61 9,159 5.11 0.0833
2016-02-17 2015-12-31 13F SIMON PROPERTY GROUP REIT 828806109 44,817 600 1.36 8,714 7.26 0.0772
2015-11-16 2015-09-30 13F SIMON PROPERTY GROUP REIT 828806109 44,217 44,217 8,124 0.0728
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.