Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership352,964 shares
Latest Disclosed Value $ 65,838,843
Stifel Financial Corp reports 1.73% decrease in ownership of SPG / Simon Property Group, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 352,964 shares of Simon Property Group, Inc. (MX:SPG) valued at $65,838,843 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 359,190 shares of Simon Property Group, Inc.. This represents a change in shares of -1.73% 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)
2026-05-12 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 352,964 -6,226 -1.73 65,839 -0.98 0.0605
2026-02-13 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 359,190 -2,255 -0.62 66,491 -1.98 0.0598
2025-11-12 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 361,445 -10,608 -2.85 67,833 13.41 0.0619
2025-08-14 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 372,053 19,949 5.67 59,812 2.28 0.0582
2025-05-14 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 352,104 -15,119 -4.12 58,478 -7.53 0.0622
2025-02-13 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 367,223 -1,791 -0.49 63,239 1.39 0.0659
2024-11-14 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 369,014 -24,985 -6.34 62,370 4.28 0.0654
2024-08-13 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 393,999 3,670 0.94 59,809 -2.09 0.0673
2024-05-14 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 390,329 5,116 1.33 61,082 11.17 0.0696
2024-02-12 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 385,213 -2,408 -0.62 54,947 31.22 0.0691
2023-11-13 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 387,621 -6,551 -1.66 41,875 -8.01 0.0589
2023-08-14 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 394,172 22,055 5.93 45,519 9.24 0.0623
2023-05-12 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 372,117 11,359 3.15 41,667 -1.69 0.0597
2023-02-13 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 360,758 2,759 0.77 42,382 31.90 0.0636
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 357,999 -119,620 -25.05 32,132 -29.12 0.0526
2022-08-15 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 477,619 30,161 6.74 45,335 -22.99 0.0710
2022-05-13 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 447,458 25,785 6.11 58,867 -12.62 0.0803
2022-02-14 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 421,673 8,593 2.08 67,371 25.48 0.0891
2021-11-15 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 413,080 -827 -0.20 53,689 -0.59 0.0787
2021-08-13 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 413,907 42,069 11.31 54,007 27.66 0.0808
2021-05-14 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 371,838 138,657 59.46 42,305 112.75 0.0697
2021-02-12 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 233,181 -122,070 -34.36 19,885 -13.46 0.0355
2020-11-16 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 355,251 -73,206 -17.09 22,978 -21.57 0.0473
2020-08-14 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 428,457 -487,082 -53.20 29,296 -41.55 0.0674
2020-05-14 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 915,539 233,832 34.30 50,125 -50.62 0.1384
2020-02-13 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 681,707 -2,383 -0.35 101,514 -4.64 0.2115
2019-11-19 2019-09-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 684,090 49,641 7.82 106,459 4.96 0.2716
2019-11-13 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 668,003 33,554 103,955 58,271.9880
2019-08-14 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 634,449 381,338 150.66 101,430 120.06 0.2615
2019-05-14 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 253,111 4,630 1.86 46,092 10.31 0.1303
2019-02-13 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 248,481 7,003 2.90 41,785 -2.11 0.1351
2018-11-13 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 241,478 10,947 4.75 42,685 8.78 0.1223
2018-08-14 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 230,531 1,201 0.52 39,241 10.83 0.1204
2018-05-11 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 229,330 972 0.43 35,406 -9.71 0.1117
2018-02-14 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 228,358 -28,218 -11.00 39,214 -5.07 0.1243
2017-11-13 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 256,576 15,463 6.41 41,307 5.92 0.1434
2017-08-14 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 241,113 -2,309 -0.95 38,997 -6.89 0.1448
2017-05-10 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 243,422 23,590 10.73 41,881 7.23 0.1621
2017-02-16 2016-12-31 13F SIMON PPTY GROUP INC COM 828806109 219,832 -19,337 -8.09 39,058 -21.11 0.1658
2016-11-15 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 239,169 -1,135 -0.47 49,507 -5.02 0.2226
2016-08-17 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 240,304 16,341 7.30 52,124 12.06 0.2411
2016-05-16 2016-03-31 13F SIMON PPTY GROUP INC COM 828806109 223,963 55,053 32.59 46,515 41.68 0.2479
2016-03-21 2015-12-31 13F/A-2 SIMON PPTY GROUP INC COM 828806109 168,910 21,004 14.20 32,830 20.76 0.1709
2016-02-26 2015-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 397,612 228,702 39,080 0.2043
2016-02-16 2015-12-31 13F SIMON PPTY GROUP INC COM 828806109 391,292 43,667
2015-11-16 2015-09-30 13F SIMON PPTY GROUP INC COM 828806109 147,906 5,232 3.67 27,186 10.09 0.1527
2015-08-17 2015-06-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 142,674 14,263 11.11 24,695 -1.70 0.1277
2015-08-17 2015-06-30 13F SIMON PPTY GROUP INC COM 828806109 142,390 24,649
2015-05-14 2015-03-31 13F SIMON PPTY GROUP INC COM 828806109 128,411 48,111 59.91 25,123 72.23 0.1375
2015-02-13 2014-12-31 13F SIMON PPTY GROUP INC COM 828806109 80,300 45,186 128.68 14,587 152.68 0.0810
2014-11-13 2014-09-30 13F SIMON PPTY GROUP INC COM 828806109 35,114 3,821 12.21 5,773 10.96 0.0507
2014-08-14 2014-06-30 13F SIMON PPTY GROUP INC COM 828806109 31,293 849 2.79 5,203 4.21 0.0467
2014-05-15 2014-03-31 13F SIMON PPTY GROUP INC COM 828806109 30,444 30,444 4,993 0.0478
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.