Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionUtah Retirement Systems
Latest Disclosed Ownership52,665 shares
Latest Disclosed Value $ 9,823,602
Utah Retirement Systems reports 1.63% decrease in ownership of SPG / Simon Property Group, Inc.

On May 15, 2026 - Utah Retirement Systems filed a 13F-HR form disclosing ownership of 52,665 shares of Simon Property Group, Inc. (MX:SPG) valued at $9,823,602 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 53,540 shares of Simon Property Group, Inc.. This represents a change in shares of -1.63% 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.

Upgrade to unlock premium data and export to Excel .

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 52,665 -875 -1.63 9,824 -0.88 0.1004
2026-02-17 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 53,540 0 0.00 9,911 -1.36 0.0943
2025-11-14 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 53,540 292 0.55 10,048 17.37 0.0976
2025-08-14 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 53,248 -259 -0.48 8,560 -3.67 0.0894
2025-05-15 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 53,507 0 0.00 8,886 -3.56 0.1025
2025-02-14 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 53,507 0 0.00 9,214 1.89 0.1015
2024-11-14 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 53,507 200 0.38 9,044 11.75 0.1020
2024-08-14 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 53,307 -2,900 -5.16 8,092 -7.99 0.0961
2024-05-15 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 56,207 -43,317 -43.52 8,796 -38.05 0.1028
2024-02-14 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 99,524 6,290 6.75 14,196 40.95 0.1808
2023-11-14 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 93,234 200 0.21 10,072 -6.25 0.1440
2023-08-14 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 93,034 -2,500 -2.62 10,744 0.44 0.1490
2023-05-16 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 95,534 200 0.21 10,697 -4.49 0.1547
2023-02-15 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 95,334 -400 -0.42 11,200 30.34 0.1776
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 95,734 17,953 23.08 8,592 16.38 0.1433
2022-08-16 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 77,781 14,926 23.75 7,383 -10.71 0.1182
2022-05-13 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 62,855 3,748 6.34 8,269 -12.44 0.1100
2022-02-14 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 59,107 100 0.17 9,444 23.13 0.1167
2021-11-16 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 59,007 -3,200 -5.14 7,670 -5.51 0.1037
2021-08-16 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 62,207 -500 -0.80 8,117 13.78 0.1045
2021-05-17 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 62,707 -43,122 -40.75 7,134 -20.94 0.0994
2021-02-16 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 105,829 -8,263 -7.24 9,024 22.29 0.1281
2020-11-16 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 114,092 20,650 22.10 7,379 15.50 0.1225
2020-08-13 2020-06-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 93,442 15,200 19.43 6,389 48.86 0.1173
2020-08-13 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 93,442 15,200 6,389 117,263.9991
2020-05-15 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 78,242 2,065 2.71 4,292 -62.18 0.0928
2020-02-12 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 76,177 1,300 1.74 11,347 -2.63 0.1995
2019-11-14 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 74,877 1,400 1.91 11,654 -0.72 0.2217
2019-08-14 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 73,477 -854 -1.15 11,739 -13.33 0.2248
2019-05-15 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 74,331 611 0.83 13,544 9.37 0.2684
2019-02-08 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 73,720 -300 -0.41 12,384 -5.35 0.2800
2018-11-13 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 74,020 200 0.27 13,084 4.15 0.2535
2018-08-10 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 73,820 0 0.00 12,563 10.26 0.2600
2018-05-15 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 73,820 500 0.68 11,394 -9.51 0.2424
2018-02-14 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 73,320 4,200 6.08 12,592 13.16 0.2646
2017-11-13 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 69,120 200 0.29 11,128 -0.19 0.2503
2017-08-08 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 68,920 1,152 1.70 11,149 -4.37 0.2598
2017-05-11 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 67,768 1,300 1.96 11,658 -1.28 0.2789
2017-02-10 2016-12-31 13F SIMON PPTY GROUP INC COM 828806109 66,468 100 0.15 11,809 -14.05 0.2970
2016-11-07 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 66,368 -100 -0.15 13,739 -4.70 0.3556
2016-08-03 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 66,468 -900 -1.34 14,417 3.04 0.3842
2016-05-10 2016-03-31 13F SIMON PPTY GROUP INC COM 828806109 67,368 300 0.45 13,992 7.29 0.3794
2016-02-11 2015-12-31 13F SIMON PPTY GROUP INC COM 828806109 67,068 100 0.15 13,041 6.00 0.3535
2015-11-03 2015-09-30 13F SIMON PPTY GROUP INC COM 828806109 66,968 500 0.75 12,303 6.97 0.3523
2015-08-11 2015-06-30 13F SIMON PPTY GROUP INC COM 828806109 66,468 100 0.15 11,501 -11.42 0.3057
2015-05-14 2015-03-31 13F SIMON PPTY GROUP INC COM 828806109 66,368 12,569 23.36 12,984 32.52 0.3411
2015-02-11 2014-12-31 13F SIMON PPTY GROUP INC COM 828806109 53,799 0 0.00 9,798 10.76 0.2693
2014-11-06 2014-09-30 13F SIMON PPTY GROUP INC COM 828806109 53,799 -200 -0.37 8,846 -1.48 0.2537
2014-08-08 2014-06-30 13F SIMON PPTY GROUP INC COM 828806109 53,999 -1,700 -3.05 8,979 -1.71 0.2572
2014-05-08 2014-03-31 13F SIMON PPTY GROUP INC COM 828806109 55,699 400 0.72 9,135 8.56 0.2635
2014-02-05 2013-12-31 13F SIMON PPTY GROUP INC COM 828806109 55,299 0 0.00 8,415 2.66 0.2490
2013-11-06 2013-09-30 13F SIMON PPTY GROUP INC COM 828806109 55,299 -500 -0.90 8,197 -6.98 0.2652
2013-08-02 2013-06-30 13F SIMON PPTY GROUP INC COM 828806109 55,799 55,799 8,812 0.2977
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.