Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionValeo Financial Advisors, LLC
Latest Disclosed Ownership7,144 shares
Latest Disclosed Value $ 1,332,501
Valeo Financial Advisors, LLC reports 14.91% decrease in ownership of SPG / Simon Property Group, Inc.

On May 8, 2026 - Valeo Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 7,144 shares of Simon Property Group, Inc. (MX:SPG) valued at $1,332,501 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 8,396 shares of Simon Property Group, Inc.. This represents a change in shares of -14.91% 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)
2026-05-08 2026-03-31 13F SIMON PROPERTY GROUP REIT 828806109 7,144 -1,252 -14.91 1,333 -14.29 0.0318
2026-02-04 2025-12-31 13F SIMON PROPERTY GROUP REIT 828806109 8,396 175 2.13 1,554 0.78 0.0345
2025-11-03 2025-09-30 13F SIMON PROPERTY GROUP REIT 828806109 8,221 -195 -2.32 1,543 13.97 0.0351
2025-09-12 2025-06-30 13F/A-1 SIMON PROPERTY GROUP REIT 828806109 8,416 -598 -6.63 1,353 -9.62 0.0332
2025-07-22 2025-06-30 13F SIMON PROPERTY GROUP REIT 828806109 8,415 -599 1,353 0.0325
2025-04-30 2025-03-31 13F SIMON PROPERTY GROUP REIT 828806109 9,014 758 9.18 1,497 5.35 0.0417
2025-01-30 2024-12-31 13F SIMON PROPERTY GROUP REIT 828806109 8,256 -1,188 -12.58 1,422 -10.96 0.0396
2024-10-10 2024-09-30 13F SIMON PROPERTY GROUP REIT 828806109 9,444 130 1.40 1,596 12.95 0.0455
2024-07-10 2024-06-30 13F SIMON PROPERTY GROUP REIT 828806109 9,314 -138 -1.46 1,414 4.74 0.0442
2024-04-25 2024-03-31 13F/A-1 SIMON PROPERTY GROUP REIT 828806109 9,452 683 7.79 1,350 7.92 0.0484
2024-04-19 2024-03-31 13F SIMON PROPERTY GROUP REIT 828806109 9,437 668 1,477 0.0508
2024-01-29 2023-12-31 13F SIMON PROPERTY GROUP REIT 828806109 8,769 174 2.02 1,251 34.70 0.0505
2023-10-20 2023-09-30 13F SIMON PROPERTY GROUP REIT 828806109 8,595 -354 -3.96 929 -10.16 0.0423
2023-07-14 2023-06-30 13F SIMON PROPERTY GROUP REIT 828806109 8,949 -85 -0.94 1,033 2.18 0.0472
2023-04-17 2023-03-31 13F SIMON PROPERTY GROUP REIT 828806109 9,034 -2,989 -24.86 1,012 -28.40 0.0487
2023-02-09 2022-12-31 13F SIMON PROPERTY GROUP REIT 828806109 12,023 3,400 39.43 1,412 82.43 0.0775
2022-10-31 2022-09-30 13F SIMON PROPERTY GROUP REIT 828806109 8,623 -27,154 -75.90 774 -77.21 0.0493
2022-08-03 2022-06-30 13F SIMON PROPERTY GROUP REIT 828806109 35,777 -5,013 -12.29 3,396 -22.52 0.2131
2022-04-28 2022-03-31 13F SIMON PROPERTY GROUP REIT 828806109 40,790 30,277 288.00 4,383 160.89 0.2227
2022-01-07 2021-12-31 13F SIMON PROPERTY GROUP REIT 828806109 10,513 286 2.80 1,680 26.41 0.0909
2021-11-02 2021-09-30 13F SIMON PROPERTY GROUP REIT 828806109 10,227 2,600 34.09 1,329 33.70 0.0760
2021-07-22 2021-06-30 13F SIMON PROPERTY GROUP REIT 828806109 7,627 79 1.05 994 15.72 0.0603
2021-04-12 2021-03-31 13F SIMON PROPERTY GROUP REIT 828806109 7,548 -218 -2.81 859 29.76 0.0397
2021-02-11 2020-12-31 13F SIMON PROPERTY GROUP REIT 828806109 7,766 -877 -10.15 662 18.43 0.0340
2020-10-28 2020-09-30 13F SIMON PROPERTY GROUP REIT 828806109 8,643 -1,751 -16.85 559 -21.38 0.0489
2020-07-20 2020-06-30 13F SIMON PROPERTY GROUP REIT 828806109 10,394 583 5.94 711 7.08 0.0647
2020-04-13 2020-03-31 13F SIMON PROPERTY GROUP REIT 828806109 9,811 5,941 153.51 664 15.08 0.0706
2020-01-24 2019-12-31 13F SIMON PROPERTY GROUP REIT 828806109 3,870 -591 -13.25 577 -16.86 0.0560
2019-10-15 2019-09-30 13F SIMON PROPERTY GROUP REIT 828806109 4,461 1,386 45.07 694 41.34 0.0766
2019-07-10 2019-06-30 13F SIMON PROPERTY GROUP REIT 828806109 3,075 159 5.45 491 -7.53 0.0562
2019-04-12 2019-03-31 13F SIMON PROPERTY GROUP REIT 828806109 2,916 -6,036 -67.43 531 -64.69 0.0645
2019-01-30 2018-12-31 13F SIMON PROPERTY GROUP REIT 828806109 8,952 -770 -7.92 1,504 -15.93 0.2109
2018-11-01 2018-09-30 13F SIMON PROPERTY GROUP REIT 828806109 9,722 -700 -6.72 1,789 -1.76 0.2416
2018-08-14 2018-06-30 13F SIMON PROPERTY GROUP REIT 828806109 10,422 -1,811 -14.80 1,821 -3.55 0.2551
2018-04-12 2018-03-31 13F SIMON PROPERTY GROUP REIT 828806109 12,233 -463 -3.65 1,888 -13.39 0.3028
2018-02-09 2017-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 12,696 4,325 51.67 2,180 61.72 0.3578
2017-11-15 2017-09-30 13F/A-1 SIMON PPTY GROUP INC NEW COM REIT 828806109 8,371 8,371 1,348 0.3052
2017-11-14 2017-09-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 8,371 1,348
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.