Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionTompkins Financial Corp
Latest Disclosed Ownership344 shares
Latest Disclosed Value $ 64,166
Tompkins Financial Corp reports 52.89% increase in ownership of SPG / Simon Property Group, Inc.

On April 9, 2026 - Tompkins Financial Corp filed a 13F-HR form disclosing ownership of 344 shares of Simon Property Group, Inc. (MX:SPG) valued at $64,166 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 225 shares of Simon Property Group, Inc.. This represents a change in shares of 52.89% 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)
2026-04-09 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 344 119 52.89 64 56.10 0.0045
2026-01-08 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 225 225 42 0.0032
2023-11-20 2023-09-30 13F SIMON PROP GROUP COM 828806109 0 -15 -100.00 0 -100.00
2023-07-12 2023-06-30 13F SIMON PROP GROUP COM 828806109 15 0 0.00 2 0.00 0.0003
2023-04-20 2023-03-31 13F SIMON PROP GROUP COM 828806109 15 0 0.00 2 0.0003
2023-01-06 2022-12-31 13F SIMON PROP GROUP COM 828806109 15 15 0 0.0003
2021-06-09 2021-03-31 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 0 -650 -100.00 0 -100.00
2021-02-05 2020-12-31 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 650 650 36 0.0028
2018-01-24 2017-12-31 13F SIMON PPTY GROUP INC EQUITIES/EXCHANGE TRADED FUNDS 828806109 0 -364 -100.00 0 -100.00
2017-10-17 2017-09-30 13F SIMON PPTY GROUP INC EQUITIES/EXCHANGE TRADED FUNDS 828806109 364 -1 -0.27 59 0.00 0.0140
2017-07-11 2017-06-30 13F SIMON PPTY GROUP INC EQUITIES/EXCHANGE TRADED FUNDS 828806109 365 0 0.00 59 -6.35 0.0148
2017-04-17 2017-03-31 13F/A-1 SIMON PPTY GROUP INC EQUITIES/EXCHANGE TRADED FUNDS 828806109 365 0 0.00 63 -3.08 0.0160
2017-04-17 2017-03-31 13F SIMON PPTY GROUP INC EQUITIES/EXCHANGE TRADED FUNDS 828806109 365 76
2017-01-10 2016-12-31 13F SIMON PPTY GROUP INC EQUITIES/EXCHANGE TRADED FUNDS 828806109 365 0 0.00 65 -14.47 0.0170
2016-10-13 2016-09-30 13F SIMON PPTY GROUP INC EQUITIES/EXCHANGE TRADED FUNDS 828806109 365 0 0.00 76 -3.80 0.0218
2016-07-13 2016-06-30 13F SIMON PPTY GROUP INC EQUITIES/EXCHANGE TRADED FUNDS 828806109 365 0 0.00 79 3.95 0.0234
2016-04-20 2016-03-31 13F SIMON PPTY GROUP INC EQUITIES/EXCHANGE TRADED FUNDS 828806109 365 0 0.00 76 7.04 0.0240
2016-01-19 2015-12-31 13F SIMON PPTY GROUP INC EQUITIES/EXCHANGE TRADED FUNDS 828806109 365 0 0.00 71 5.97 0.0226
2015-10-16 2015-09-30 13F SIMON PPTY GROUP INC EQUITIES/EXCHANGE TRADED FUNDS 828806109 365 -1,815 -83.26 67 -82.23 0.0217
2015-07-14 2015-06-30 13F SIMON PPTY GROUP INC EQUITIES/EXCHANGE TRADED FUNDS 828806109 2,180 0 0.00 377 -11.50 0.1025
2015-04-21 2015-03-31 13F/A-1 SIMON PPTY GROUP INC EQUITIES/EXCHANGE TRADED FUNDS 828806109 2,180 0 0.00 426 7.30 0.1067
2015-04-14 2015-03-31 13F SIMON PPTY GROUP INC EQUITIES/EXCHANGE TRADED FUNDS 828806109 2,180 426
2015-01-15 2014-12-31 13F/A-1 SIMON PPTY GROUP INC EQUITIES/EXCHANGE TRADED FUNDS 828806109 2,180 0 0.00 397 10.89 0.0990
2015-01-13 2014-12-31 13F SIMON PPTY GROUP INC EQUITIES/EXCHANGE TRADED FUNDS 828806109 365 58
2014-10-10 2014-09-30 13F SIMON PPTY GROUP INC EQUITIES/EXCHANGE TRADED FUNDS 828806109 2,180 0 0.00 358 -1.10 0.0938
2014-07-11 2014-06-30 13F SIMON PPTY GROUP INC EQUITIES/EXCHANGE TRADED FUNDS 828806109 2,180 0 0.00 362 1.12 0.0895
2014-04-10 2014-03-31 13F SIMON PPTY GROUP INC EQUITIES/EXCHANGE TRADED FUNDS 828806109 2,180 0 0.00 358 7.83 0.0906
2014-01-08 2013-12-31 13F SIMON PPTY GROUP INC EQUITIES/EXCHANGE TRADED FUNDS 828806109 2,180 0 0.00 332 2.79 0.0860
2013-10-11 2013-09-30 13F SIMON PPTY GROUP INC EQUITIES/EXCHANGE TRADED FUNDS 828806109 2,180 1,815 497.26 323 456.90 0.0903
2013-07-19 2013-06-30 13F SIMON PPTY GROUP INC EQUITIES/EXCHANGE TRADED FUNDS 828806109 365 365 58 0.0175
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.