Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionTocqueville Asset Management L.p.
Latest Disclosed Ownership14,338 shares
Latest Disclosed Value $ 2,674,467
Tocqueville Asset Management L.p. reports 5.17% decrease in ownership of SPG / Simon Property Group, Inc.

On May 12, 2026 - Tocqueville Asset Management L.p. filed a 13F-HR form disclosing ownership of 14,338 shares of Simon Property Group, Inc. (MX:SPG) valued at $2,674,467 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 15,120 shares of Simon Property Group, Inc.. This represents a change in shares of -5.17% 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)
2026-05-12 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 14,338 -782 -5.17 2,674 -4.43 0.0397
2026-02-12 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 15,120 148 0.99 2,799 -0.39 0.0408
2025-11-13 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 14,972 -25 -0.17 2,810 16.56 0.0408
2025-08-12 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 14,997 -16,476 -52.35 2,411 -53.89 0.0367
2025-05-13 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 31,473 -265 -0.83 5,227 -4.35 0.0854
2025-02-10 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 31,738 -287 -0.90 5,466 0.98 0.0857
2024-11-08 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 32,025 -595 -1.82 5,413 9.31 0.0850
2024-08-12 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 32,620 -238 -0.72 4,952 -3.70 0.0817
2024-05-09 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 32,858 -1,999 -5.73 5,142 3.40 0.0840
2024-02-12 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 34,857 -1,605 -4.40 4,972 26.26 0.0901
2023-11-09 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 36,462 -6,235 -14.60 3,939 -20.12 0.0748
2023-08-11 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 42,697 -810 -1.86 4,931 1.21 0.0883
2023-05-10 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 43,507 -335 -0.76 4,871 -5.42 0.0920
2023-02-09 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 43,842 -1,767 -3.87 5,151 25.82 0.0978
2022-11-10 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 45,609 -726 -1.57 4,093 -6.93 0.0834
2022-08-12 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 46,335 13,462 40.95 4,398 1.69 0.0804
2022-05-16 2022-03-31 13F Simon Property Group COM 828806109 32,873 -1,142 -3.36 4,325 -20.42 0.0653
2022-02-14 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 34,015 69 0.20 5,435 23.19 0.0748
2021-11-15 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 33,946 189 0.56 4,412 0.16 0.0654
2021-08-16 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 33,757 632 1.91 4,405 16.87 0.0636
2021-05-17 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 33,125 677 2.09 3,769 36.21 0.0580
2021-02-16 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 32,448 718 2.26 2,767 34.84 0.0462
2020-11-16 2020-09-30 13F SIMON PROPERTY GROUP COM 828806109 31,730 440 1.41 2,052 -4.11 0.0393
2020-08-12 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 31,290 22,083 239.85 2,140 323.76 0.0446
2020-05-15 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 9,207 9,207 505 0.0125
2014-10-30 2014-09-30 13F Simon Property Group COM 828806109 0 -427 -100.00 0 -100.00
2014-09-18 2014-06-30 13F/A-1 Simon Property Group COM 828806109 427 0 0.00 71 1.43 0.0007
2014-07-30 2014-06-30 13F Simon Property Group COM 828806109 427 71
2014-04-30 2014-03-31 13F Simon Property Group COM 828806109 427 0 0.00 70 7.69 0.0009
2014-01-30 2013-12-31 13F Simon Property Group COM 828806109 427 427 65 0.0009
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.