Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionStevens Capital Management Lp
Latest Disclosed Ownership9,004 shares
Latest Disclosed Value $ 1,680
Stevens Capital Management Lp reports 5.71% decrease in ownership of SPG / Simon Property Group, Inc.

On May 11, 2026 - Stevens Capital Management Lp filed a 13F-HR form disclosing ownership of 9,004 shares of Simon Property Group, Inc. (MX:SPG) valued at $1,680 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 9,549 shares of Simon Property Group, Inc.. This represents a change in shares of -5.71% 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)
2026-05-11 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 9,004 -545 -5.71 2 0.00 0.2588
2026-02-03 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 9,549 -12,075 -55.84 2 -75.00 0.6223
2025-11-10 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 21,624 -3,100 -12.54 4 33.33 0.5380
2025-08-12 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 24,724 -4,347 -14.95 4 -25.00 1.0801
2025-05-07 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 29,071 23,184 393.82 5 300.00 1.1987
2025-02-11 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 5,887 -14,863 -71.63 1 -66.67 0.4063
2024-11-14 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 20,750 17,744 590.29 4 0.4992
2024-08-09 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,006 266 9.71 0 0.1543
2024-05-08 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,740 2,740 0 0.0834
2024-02-02 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 0 -14,044 -100.00 0 -100.00
2023-11-14 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 14,044 8,388 148.30 2 0.4382
2023-08-14 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 5,656 -3,532 -38.44 1 -100.00 0.1342
2023-05-12 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 9,188 9,188 1 0.2553
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 0 -4,168 -100.00 0 -100.00
2022-08-11 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,168 -1,506 -26.54 396 -46.92 0.2756
2022-05-13 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 5,674 2,776 95.79 746 61.12 0.1628
2022-01-28 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,898 2,898 463 0.1064
2020-04-21 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 0 -42,147 -100.00 0 -100.00
2020-02-06 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 42,147 -761 -1.77 6,278 -6.00 0.5862
2019-11-08 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 42,908 -118,333 -73.39 6,679 -74.07 0.6016
2019-07-31 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 161,241 62,370 63.08 25,760 42.99 1.1521
2019-05-03 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 98,871 -31,607 -24.22 18,015 -17.81 0.7690
2019-02-06 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 130,478 34,019 35.27 21,919 28.56 1.1283
2018-11-13 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 96,459 -93,170 -49.13 17,049 -47.17 0.6233
2018-08-09 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 189,629 81,865 75.97 32,273 94.03 1.1570
2018-05-08 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 107,764 48,102 80.62 16,633 62.34 0.6304
2018-02-13 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 59,662 -15,848 -20.99 10,246 -15.73 0.3975
2017-11-01 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 75,510 -15,827 -17.33 12,158 -17.71 0.4525
2017-08-11 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 91,337 41,404 82.92 14,775 72.00 0.5545
2017-05-08 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 49,933 -120,019 -70.62 8,590 -71.55 0.3261
2017-02-07 2016-12-31 13F SIMON PPTY GROUP INC COM 828806109 169,952 13,701 8.77 30,195 -6.65 1.2303
2016-11-08 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 156,251 9,306 6.33 32,346 1.49 1.3466
2016-08-12 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 146,945 106,511 263.42 31,872 279.52 1.2709
2016-05-13 2016-03-31 13F SIMON PPTY GROUP INC COM 828806109 40,434 -155,986 -79.41 8,398 -78.01 0.3321
2016-02-05 2015-12-31 13F SIMON PPTY GROUP INC COM 828806109 196,420 12,385 6.73 38,192 12.96 1.5027
2015-11-10 2015-09-30 13F SIMON PPTY GROUP INC COM 828806109 184,035 15,570 9.24 33,811 16.00 1.5521
2015-08-11 2015-06-30 13F SIMON PPTY GROUP INC COM 828806109 168,465 158,262 1,551.13 29,148 1,360.32 1.0495
2015-05-07 2015-03-31 13F SIMON PPTY GROUP INC COM 828806109 10,203 -204,600 -95.25 1,996 -94.90 0.0710
2015-02-10 2014-12-31 13F SIMON PPTY GROUP INC COM 828806109 214,803 56,764 35.92 39,118 50.54 1.3202
2014-11-07 2014-09-30 13F SIMON PPTY GROUP INC COM 828806109 158,039 -61,943 -28.16 25,985 -28.96 0.7821
2014-08-12 2014-06-30 13F SIMON PPTY GROUP INC COM 828806109 219,982 141,951 181.92 36,579 185.84 0.9808
2014-05-06 2014-03-31 13F SIMON PPTY GROUP INC COM 828806109 78,031 -43,104 -35.58 12,797 -30.57 0.3465
2014-02-06 2013-12-31 13F SIMON PPTY GROUP INC COM 828806109 121,135 -72,178 -37.34 18,432 -35.68 0.5443
2013-11-12 2013-09-30 13F SIMON PPTY GROUP INC COM 828806109 193,313 1,566 0.82 28,655 -5.37 0.8453
2013-08-08 2013-06-30 13F SIMON PPTY GROUP INC COM 828806109 191,747 191,747 30,281 1.0098
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.