Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionVanderbilt University
Latest Disclosed Ownership28,903 shares
Latest Disclosed Value $ 5,391,277
Vanderbilt University reports 1.47% increase in ownership of SPG / Simon Property Group, Inc.

On April 20, 2026 - Vanderbilt University filed a 13F-HR form disclosing ownership of 28,903 shares of Simon Property Group, Inc. (MX:SPG) valued at $5,391,277 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 28,483 shares of Simon Property Group, Inc.. This represents a change in shares of 1.47% 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)
2026-04-20 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 28,903 420 1.47 5,391 2.26 1.0240
2026-01-21 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 28,483 -164 -0.57 5,272 -1.93 0.9001
2025-10-20 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 28,647 -594 -2.03 5,376 14.38 0.8925
2025-07-21 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 29,241 3,157 12.10 4,701 8.49 0.8870
2025-04-21 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 26,084 -5,261 -16.78 4,332 -19.73 0.8274
2025-01-27 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 31,345 -3,095 -8.99 5,398 -7.28 1.0580
2024-10-24 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 34,440 5,898 20.66 5,821 34.37 1.0780
2024-07-17 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 28,542 -5,128 -15.23 4,333 -17.78 0.9073
2024-04-17 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 33,670 19,886 144.27 5,269 168.01 1.0968
2024-01-23 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 13,784 2,834 25.88 1,966 66.33 0.4916
2023-10-16 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 10,950 -612 -5.29 1,183 -11.46 0.3054
2023-07-31 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 11,562 1,393 13.70 1,335 17.31 0.3418
2023-04-28 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 10,169 446 4.59 1,139 -0.35 0.2785
2023-05-19 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 9,723 -583 -5.66 1,142 23.59 0.2944
2023-05-19 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 10,306 317 3.17 925 -2.53 0.2402
2023-05-19 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 9,989 2,584 34.90 948 -2.67 0.2395
2023-05-19 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 7,405 7,405 974 0.2004
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.