Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionTCG Advisory Services, LLC
Latest Disclosed Ownership15,384 shares
Latest Disclosed Value $ 2,869,530
TCG Advisory Services, LLC reports 0.55% increase in ownership of SPG / Simon Property Group, Inc.

On May 15, 2026 - TCG Advisory Services, LLC filed a 13F-HR form disclosing ownership of 15,384 shares of Simon Property Group, Inc. (MX:SPG) valued at $2,869,530 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 15,300 shares of Simon Property Group, Inc.. This represents a change in shares of 0.55% 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)
2026-05-15 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 15,384 84 0.55 2,870 1.31 0.0686
2026-02-17 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 15,300 -52 -0.34 2,832 -1.70 0.0733
2025-11-12 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 15,352 1,191 8.41 2,881 26.58 0.0958
2025-08-14 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 14,161 339 2.45 2,277 -0.83 0.0760
2025-05-15 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 13,822 -108 -0.78 2,296 -4.30 0.0911
2025-02-11 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 13,930 199 1.45 2,399 3.36 0.1005
2024-11-14 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 13,731 538 4.08 2,321 15.88 0.1012
2024-08-09 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 13,193 593 4.71 2,003 1.57 0.0759
2024-05-10 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 12,600 4,381 53.30 1,972 68.17 0.1076
2024-02-06 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 8,219 8,219 1,172 0.0800
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.