Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership75,987 shares
Latest Disclosed Value $ 14,173,855
Wealthfront Advisers Llc reports 2.75% decrease in ownership of SPG / Simon Property Group, Inc.

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 75,987 shares of Simon Property Group, Inc. (MX:SPG) valued at $14,173,855 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 78,135 shares of Simon Property Group, Inc.. This represents a change in shares of -2.75% 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)
2026-05-05 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 75,987 -2,148 -2.75 14,174 -2.01 0.0311
2026-01-30 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 78,135 5,132 7.03 14,464 5.57 0.0323
2025-11-06 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 73,003 7,091 10.76 13,700 29.29 0.0322
2025-07-31 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 65,912 6,437 10.82 10,596 7.28 0.0273
2025-05-02 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 59,475 -1,316 -2.16 9,878 -5.65 0.0265
2025-04-01 2024-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 60,791 2,515 4.32 10,469 6.28 0.0306
2024-11-12 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 58,276 -785 -1.33 9,850 9.86 0.0303
2024-08-14 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 59,061 1,800 3.14 8,965 0.06 0.0302
2024-04-19 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 57,261 443 0.78 8,961 10.56 0.0314
2024-02-09 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 56,818 5,204 10.08 8,105 45.36 0.0311
2023-11-01 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 51,614 1,709 3.42 5,576 -3.26 0.0240
2023-08-07 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 49,905 -1,116 -2.19 5,763 0.89 0.0244
2023-04-28 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 51,021 1,272 2.56 5,713 -2.26 0.0260
2023-02-10 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 49,749 -3,011 -5.71 5,845 23.42 0.0283
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 52,760 -399 -0.75 4,735 -6.16 0.0252
2022-07-20 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 53,159 -7,552 -12.44 5,046 -36.82 0.0254
2022-05-16 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 60,711 -16,974 -21.85 7,987 -35.65 0.0350
2022-01-21 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 77,685 4,309 5.87 12,412 30.16 0.0525
2021-11-15 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 73,376 6,155 9.16 9,536 8.72 0.0442
2021-08-16 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 67,221 10,128 17.74 8,771 35.04 0.0417
2021-05-14 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 57,093 8,448 17.37 6,495 56.54 0.0348
2021-02-16 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 48,645 6,293 14.86 4,149 51.48 0.0250
2020-11-16 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 42,352 5,214 14.04 2,739 7.88 0.0196
2020-08-14 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 37,138 3,295 9.74 2,539 36.73 0.0197
2020-05-15 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 33,843 22,567 200.13 1,857 10.54 0.0169
2020-01-21 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 11,276 -1,737 -13.35 1,680 -17.04 0.0125
2019-10-15 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 13,013 -5,245 -28.73 2,025 -30.58 0.0170
2019-08-13 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 18,258 -4,696 -20.46 2,917 -30.25 0.0253
2019-05-13 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 22,954 188 0.83 4,182 9.36 0.0388
2019-02-14 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 22,766 22,766 3,824 0.0406
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.