Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionTruvestments Capital Llc
Latest Disclosed Ownership27,567 shares
Latest Disclosed Value $ 5,142,131
Truvestments Capital Llc reports 2.27% decrease in ownership of SPG / Simon Property Group, Inc.

On May 13, 2026 - Truvestments Capital Llc filed a 13F-HR form disclosing ownership of 27,567 shares of Simon Property Group, Inc. (MX:SPG) valued at $5,142,131 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 28,207 shares of Simon Property Group, Inc.. This represents a change in shares of -2.27% 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)
2026-05-13 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 27,567 -640 -2.27 5,142 -1.51 0.9274
2026-02-13 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 28,207 -658 -2.28 5,221 -3.62 0.9488
2025-11-14 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 28,865 -818 -2.76 5,417 13.54 0.9788
2025-08-13 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 29,683 -207 -0.69 4,772 -3.89 0.9543
2025-05-14 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 29,890 6,536 27.99 4,964 23.45 1.0779
2025-02-10 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 23,354 396 1.72 4,022 3.63 1.0350
2024-11-13 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 22,958 221 0.97 3,880 12.43 1.0404
2024-08-14 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 22,737 578 2.61 3,451 -0.46 1.3751
2024-05-14 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 22,159 -897 -3.89 3,468 5.44 1.3345
2024-02-14 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 23,056 -647 -2.73 3,289 28.44 1.4852
2023-11-13 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 23,703 629 2.73 2,561 -3.90 1.3334
2023-08-10 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 23,074 816 3.67 2,665 6.90 1.3261
2023-05-12 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 22,258 612 2.83 2,492 -1.97 1.3279
2023-02-14 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 21,646 732 3.50 2,543 35.43 1.4347
2022-11-15 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 20,914 286 1.39 1,877 -4.14 1.1839
2022-08-09 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 20,628 -1,037 -4.79 1,958 -31.30 1.1461
2022-05-02 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 21,665 -688 -3.08 2,850 -20.19 1.5630
2022-02-14 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 22,353 -48 -0.21 3,571 22.67 1.7930
2021-10-29 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 22,401 344 1.56 2,911 1.15 1.6057
2021-08-12 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 22,057 1,833 9.06 2,878 25.08 1.5795
2021-05-18 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 20,224 2,553 14.45 2,301 52.79 1.3002
2021-02-17 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 17,671 725 4.28 1,506 37.41 1.0451
2020-11-13 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 16,946 7,501 79.42 1,096 69.92 0.9907
2020-08-06 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 9,445 4,587 94.42 645 142.48 0.6573
2020-05-07 2020-03-31 13F SIMON PROPERTY GROUP INC COM COM 828806109 4,858 1,239 34.24 266 -50.65 0.3380
2020-01-29 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 3,619 495 15.85 539 10.91 0.3732
2019-10-10 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 3,124 1,235 65.38 486 60.93 0.3165
2019-07-15 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,889 1,599 551.38 302 469.81 0.2032
2019-04-12 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 290 282 3,525.00 53 2,550.00 0.0407
2018-10-22 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 8 8 2 0.0010
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.