Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionStratos Wealth Partners, LTD.
Latest Disclosed Ownership2,156 shares
Latest Disclosed Value $ 402,170
Stratos Wealth Partners, LTD. reports 11.46% decrease in ownership of SPG / Simon Property Group, Inc.

On April 28, 2026 - Stratos Wealth Partners, LTD. filed a 13F-HR form disclosing ownership of 2,156 shares of Simon Property Group, Inc. (MX:SPG) valued at $402,170 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 2,435 shares of Simon Property Group, Inc.. This represents a change in shares of -11.46% 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)
2026-04-28 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,156 -279 -11.46 402 -10.67 0.0046
2026-01-20 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,435 10 0.41 451 -1.10 0.0051
2025-11-06 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,425 525 27.63 455 49.18 0.0054
2025-07-29 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,900 134 7.59 306 4.10 0.0041
2025-04-30 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,766 -957 -35.15 293 -37.53 0.0045
2025-01-27 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,723 212 8.44 469 10.61 0.0066
2024-10-17 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,511 -162 -6.06 424 4.69 0.0061
2024-07-24 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,673 -8,875 -76.85 406 -77.59 0.0065
2024-04-16 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 11,548 8,826 324.25 1,807 365.72 0.0300
2024-01-24 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,722 208 8.27 388 43.17 0.0072
2023-10-24 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,514 256 11.34 272 4.23 0.0058
2023-07-18 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,258 -557 -19.79 261 -17.46 0.0059
2023-04-27 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,815 -558 -16.54 315 -20.45 0.0084
2023-01-19 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 3,373 -544 -13.89 396 12.50 0.0100
2022-10-24 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 3,917 -727 -15.65 352 -20.18 0.0098
2022-07-22 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,644 -137 -2.87 441 -29.89 0.0111
2022-04-26 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,781 346 7.80 629 -11.28 0.0141
2022-01-14 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,435 630 16.56 709 43.23 0.0157
2021-10-19 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 3,805 351 10.16 495 9.76 0.0126
2021-07-19 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,454 1,053 43.86 451 65.20 0.0112
2021-04-27 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,401 2,401 273 0.0076
2020-05-04 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 0 -2,616 -100.00 0 -100.00
2020-01-29 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,616 643 32.59 390 27.04 0.0153
2019-11-12 2019-09-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 1,973 1,973 307 0.0133
2019-11-12 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 63 63 1 19.5404
2019-08-06 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 0 -1,189 -100.00 0 -100.00
2019-05-07 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,189 1,189 217 0.0098
2019-02-08 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 0 -1,080 -100.00 0 -100.00
2018-11-02 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,080 -137 -11.26 191 -7.73 0.0085
2018-08-13 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,217 -367 -23.17 207 -15.16 0.0092
2018-05-10 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,584 57 3.73 244 -6.87 0.0103
2018-02-09 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,527 89 6.19 262 12.93 0.0118
2017-11-07 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,438 -322 -18.30 232 -18.60 0.0110
2017-07-31 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,760 45 2.62 285 -3.39 0.0147
2017-05-11 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,715 405 30.92 295 26.61 0.0167
2017-02-02 2016-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,310 -69 -5.00 233 -18.25 0.0145
2016-11-01 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,379 71 5.43 285 0.35 0.0192
2016-08-12 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,308 -9 -0.68 284 3.65 0.0211
2016-05-09 2016-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,317 -38 -2.80 274 4.18 0.0235
2016-02-16 2015-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,355 1,355 0.00 263 0.0219
2015-08-12 2015-06-30 13F SIMON PPTY GROUP INC COM 828806109 0 -1,229 -100.00 0 -100.00
2015-05-13 2015-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,229 295 31.58 239 40.59 0.0284
2015-02-09 2014-12-31 13F SIMON PPTY GROUP INC COM 828806109 934 934 170 0.0273
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.